All Videos

In Good Company (Nicolai Tangen)

Mala Gaonkar, founder of SurgoCap Partners, details her concentrated investment strategy focused on identifying rare businesses with durable competitive advantages across four verticals, emphasizing that every company is a technology business and that small teams combined with data science create an edge in identifying how legacy technologies disrupt traditional industries.

Benjamin Cowen

Silver has likely topped for the year with a 37% drawdown, while gold—currently down only 13%—has a 60-65% probability of hitting new all-time highs before stocks recover, based on historical gold-silver ratio cycles and sequential topping patterns seen in 1973 and 2011.

Mark Tilbury

The market is experiencing a severe panic selloff with Bitcoin down 50%, software stocks crashing worse than COVID, and former high-fliers like Salesforce and Palantir cut in half, creating generational buying opportunities for investors focused on fundamentals over momentum.

How I Built This (NPR)

NPR's Olympic team reports from Italy on the dramatic storylines heading into the 2026 Winter Olympics, from Lindsey Vonn's ACL tear comeback to rising stars and political tensions affecting Team USA.

Graham Stephan

Despite Bitcoin crashing 45% from all-time highs amid a strengthening dollar and risk-off rotation, Graham Stephan argues this volatility is historically normal and emphasizes that strict position sizing and dollar-cost averaging—not market timing—are essential to surviving the asset's extreme boom-bust cycles.

The David Lin Report

CPM Group's Jeff Christian analyzes the simultaneous crash in stocks, Bitcoin, and precious metals as a symptom of weakening US labor markets and persistent inflation, arguing that the Fed faces an impossible choice between cutting rates to prevent recession or holding firm to fight inflation, while extreme volatility in gold and silver reflects massive safe-haven flows into dangerously small markets.

Bloomberg Technology

Tech markets are experiencing their sharpest correction since 2024 as Alphabet's $185 billion CapEx forecast signals the end of Big Tech's free cash flow era, while Arm CEO reveals data center dominance is accelerating and crypto crashes below $70,000.

Benjamin Cowen

Bitcoin has officially reached a 50% drawdown to $63,000, entering what analyst Benjamin Cowen identifies as "Phase 2" of the bear market with historical patterns suggesting a bottom may form in either May or October 2025.

The Prof G Pod (Scott Galloway)

Derek Thompson argues that despite living in a 'golden age of longevity' where murders, overdoses, suicides, and obesity are simultaneously declining for the first time in history, Americans feel miserable due to algorithm-driven negativity bias and toxic social comparison, while AI tools like Claude Code are poised to fundamentally reshape white-collar work by making every employee an AI manager.

Latent Space

Goodfire AI, now valued at $1.25 billion after a $150 million Series B, is pioneering the use of mechanistic interpretability to move beyond analyzing AI models to actually designing them—enabling surgical edits to model behavior for production applications ranging from bias removal to PII detection.

Bloomberg Technology

Arm reported record quarterly revenue of $1.24 billion driven by 100% year-over-year growth in data center royalties, with the segment poised to surpass smartphones as the company's largest business within a few years amid massive AI infrastructure investments.

CNET

This video outlines cost-effective strategies for watching Super Bowl 2026 on NBC, comparing paid streaming subscriptions against completely free over-the-air options while warning about mobile-only limitations and post-trial pricing traps.