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A deep dive into Trump's softer national security strategy towards China, exploring potential motivations behind the shift, alongside an examination of China's baby bust and controversial condom tax policy.
Stig Brodersen shares insights on his portfolio changes in 2025, discussing his investment in Uber, sale of Evolution AB, thoughts on Alphabet's AI strategy, and the importance of having unfair advantages in investing.
Jack and Max break down Michael Burry's short thesis on Nvidia, discuss HSBC's massive loss projections for OpenAI, and debate whether AI is a bubble or transformative technology that could significantly impact GDP and market valuations.
Jason predicts a major M&A moment in the next six months, with potential mergers or acquisitions involving mid-cap companies like Airbnb, Uber, or Coinbase.
The All-In podcast discusses the release of Epstein files, Tether's booming business, NVIDIA's earnings, Google's AI breakthrough, and Alan Keating's poker strategy in a live episode from The Venetian in Las Vegas.
Scott Galloway and Ed Elson discuss the potential overvaluation of the stock market, the AI race between the U.S. and China, and the ongoing housing crisis, exploring alternative investment strategies and the need for increased housing supply.
Citi's Dirk Willer discusses the current stock market bubble, its potential duration, and key indicators for identifying when the bubble might be nearing its end, drawing parallels to historical market bubbles like the dot-com era.
Gil Luria from D.A. Davidson joins the podcast to dissect the potential AI bubble, discussing the risks of debt-fueled AI infrastructure investments, the challenges of rapid technological depreciation, and the complex game theory driving massive spending by tech giants.
A wide-ranging episode covering Michael Burry's short on AI and Palantir, the home affordability crisis, H-1B visa debates, a massive solar storm hitting Earth, and the trend of wealthy Americans seeking alternative living locations.
Aswath Damodaran discusses the potential AI bubble, market corrections, and investment strategies, emphasizing caution in current market conditions and the importance of preserving cash while maintaining a long-term perspective.
A deep dive into CoreWeave, a crypto-turned-AI company that has become a crucial infrastructure provider for AI companies, highlighting the complex financial maneuvering and unique relationship with NVIDIA in the potentially volatile AI infrastructure market.
A deep dive into Sequoia's leadership transition, Michael Burry's short on Nvidia and Palantir, the fundraising landscape for AI startups, and the evolving dynamics of venture capital in the AI era.
Michael Burry's massive short bet against Palantir causes the stock to drop 10% despite the company's impressive earnings report, highlighting concerns about AI valuation and the stock's high trading multiples.
In the NYC mayoral race, Zohran Mamdani's victory is seen as a referendum on inequality, highlighting growing frustration with the current capitalist system and signaling a potential structural shift in how Americans view economic opportunity.