All Videos

The David Lin Report

Energy analyst Josef Schachter warns that attacks on Qatar's LNG facilities and the effective closure of the Strait of Hormuz have shattered global oil supply chains, driving Brent crude to $113 and pushing product prices above $200 per barrel, setting the stage for a sustained 5-8% inflation cycle that could trigger recession if oil exceeds $125.

My First Million

Nicole Perlroth explains how AI is collapsing the barrier to entry for sophisticated cyberattacks by automating zero-day discovery and ransomware operations, while warning that startups recklessly adopting AI coding tools are expanding attack surfaces with insecure code that fails basic security standards.

How I Built This (NPR)

President Trump faces diplomatic isolation after failing to rally allies to secure the Strait of Hormuz, while NPR correspondents report from Iraq on the humanitarian catastrophe in Iran and the military impossibility of unilateral maritime security against asymmetric warfare.

Bloomberg Technology

Micron Technology's stock fell despite a 600% earnings surge as heavy AI infrastructure spending spooked investors, while Fed Chair Powell warned that data center buildouts are fueling inflation amid Middle East energy shocks and China's AI price war intensifies.

The Prof G Pod (Scott Galloway)

New York Times CEO Meredith Kopit Levien explains how sustained investment in original journalism drove record growth (13 million subscribers, $3B revenue) while detailing a dual AI strategy of aggressive copyright lawsuits and strategic partnerships to protect intellectual property, insisting that human reporting remains irreplaceable at the core of the craft.

Cognitive Revolution

Zvi Moshkowitz argues we have entered the 'middle game' of AI development where recursive self-improvement is accelerating and economic disruption is becoming measurable, with the competitive field consolidating around three major labs while mainstream optimism about S-curve limits provides dangerous psychological comfort.

Reuters

Israeli Prime Minister Benjamin Netanyahu outlines Operation Rising Line's three core objectives—eliminating Iran's nuclear program, destroying its ballistic missile capabilities, and enabling regime change—while emphasizing unprecedented US-Israel military coordination and refuting claims that Israel manipulated President Trump into the conflict.

Yahoo Finance

Oil markets face severe supply disruptions as the Iran-Israel conflict escalates from military strikes to attacks on critical energy infrastructure, pushing Brent crude toward potential record highs while traditional safe havens including gold and Bitcoin sell off amid hawkish Federal Reserve expectations.

All-In Podcast

Jensen Huang details Nvidia's transformation from GPU vendor to AI factory operator, emphasizing disaggregated inference architectures, the heterogeneous computing required for agentic AI, and trillion-dollar opportunities in physical AI and digital biology.

Reuters

The European Central Bank held interest rates unchanged following an emergency analysis of the Middle East conflict's economic impact, maintaining a data-dependent stance while warning that prolonged energy supply disruptions pose significant upside risks to inflation and downside risks to growth.

New York Times Podcasts

Nearly three weeks into the war, US and Israeli forces have decimated Iran's military infrastructure and eliminated key regime leaders, yet Iran persists through decentralized asymmetric tactics—particularly blockading the Strait of Hormuz—forcing the Trump administration to confront strategic options ranging from bad to worse.

Interesting Times with Ross Douthat

Claremont Institute senior fellow Jeremy Carl defends his State Department nomination and book "The Unprotected Class," arguing that disparate impact laws, mass immigration since 1965, and DEI initiatives have created systemic discrimination against white Americans—a condition he terms "cultural genocide"—while insisting he advocates civic nationalism rather than white nationalism.