Just recorded a great conversation with the legend @DivesTech about the AI trade. Lots of new insights were discussed, especially from his recent trip to Korea. Episode out at 5pm ET today.

This week @jvisserlabs explains the death of hedge funds and why so many of them are blowing up. We cover the lessons from LTCM, why CPI doesn't matter anymore, whether Anthropic growth is slowing, why bitcoin is holding strong, how tokenization could reshape Wall Street, and Elon's flying car. YouTube: youtu.be/5nUxci_05jA?si=B4p0… Spotify: open.spotify.com/episode/0sB… Apple: podcasts.apple.com/us/podcas… TIMESTAMPS: 0:00 - Intro 1:12 - What LTCM teaches us about today’s market 14:10 - Tokenization & the death of hedge funds 17:40 - Why bitcoin is holding strong 23:33 - AI is offense, bitcoin is defense 26:47 - When bitcoin’s next rally happens 29:38 - Why CPI doesn’t matter anymore 35:59 - Debate: is Anthropic’s growth slowing? 54:02 - Elon’s flying car & a Tesla SpaceX merger 57:26 - AI capital needs & market liquidity

GameStop CEO @ryancohen wants to win. I sat down with him and he explained how AI is changing work and hiring, his concerns about where humans fit in an automated future, and the rise of the retail investor. We also discuss Neuralink, how he talks to shareholders, his biggest failure, and the legacy he wants to leave. $GME YouTube: youtube.com/watch?v=dDTSElQ0… Spotify: open.spotify.com/episode/74i… Apple: podcasts.apple.com/us/podcas… TIMESTAMPS: 0:00 - Intro 0:30 - AI risks & how GameStop uses AI 3:04 - How Ryan spends his time 6:05 - Hiring in the age of AI 7:45 - Why Ryan wants to learn Chinese 8:55 - Robots, UBI & human utility 13:53 - Neuralink & brain-computer interfaces 17:50 - Retail investors vs Wall Street 21:10 - Greatest strengths & weaknesses 23:05 - Shareholder communication & ignoring the noise 28:04 - Biggest failure 29:45 - Legacy & final thoughts

The son of the former President of America is openly telling you the dollar is fake. "Fiat is a sham." "Any government that can print money at will...doesn't actually equal money." "Inflation is built in, it is just a built in tax on the American people." - @HunterBiden

I spoke with @HunterBiden to discuss why he believes in bitcoin, the problem with money printing, and his biggest critiques of both the Biden and Trump administrations. We also discuss his recovery from addiction, his belief in AI, the launch of his Laptop token, and whether he would ever run for President. YouTube: youtube.com/watch?v=CuFmiG00… Spotify: open.spotify.com/episode/6qI… Apple: podcasts.apple.com/us/podcas… TIMESTAMPS: 0:00 - Intro 1:12 - Does Hunter Biden own bitcoin? 5:46 - Biggest critiques of the Biden & Trump administrations 8:32 - Biggest positives of each administration 10:53 - Anything nice to say about Trump? 14:29 - Staying silent through the attacks & addiction recovery 19:58 - Would Hunter Biden run for president? 23:59 - Leaving the Democratic Party & voting independent 25:50 - AI: doomer or accelerationist? 36:30 - What is the Laptop token? 42:28 - Owning "Hunter Biden's laptop" 44:31 - Rapid fire questions

I spoke with @DivesTech about the AI trade and why it will be bigger than everyone thinks. He explains where value is accruing, why Dario’s warnings about AI are wrong, the White House AI meeting, the importance of sovereign AI, and his new Ives Ultra Fund. YouTube: youtu.be/YdoMzkcGH1Q?is=J7o-… Apple: podcasts.apple.com/us/podcas… Spotify: open.spotify.com/episode/0I8… TIMESTAMPS: 0:00 - Intro 1:12 - Where's the value in the AI trade? 2:32 - Dario's AI warning & regulatory capture 5:15 - Are OpenAI & Anthropic in trouble? 11:04 - Trump's White House AI meeting 13:51 - Open source vs closed source AI 15:32 - Token price war & the Anthropic IPO 22:33 - How to invest in the AI trade 25:04 - Personal AI agents & consumer AI 26:31 - Why tech is ignoring macro headwinds 30:36 - The Ives Ultra AI Fund 33:21 - Data, sovereign AI & the future of work

I sat down with @ChristopherZook to break down how to build a diversified portfolio in a rapidly changing world. He explained why CAZ invests in the picks and shovels of crypto, the rise of neoprimes in space and defense, the scarcity behind bitcoin, sports teams, and GP stakes, and why AI's impact on jobs keeps him up at night. YouTube: youtube.com/watch?v=eIsg5gDC… Spotify: open.spotify.com/episode/08N… Apple: podcasts.apple.com/us/podcas… TIMESTAMPS: 0:00 - Intro 1:01 - How to invest in a rapidly changing world 3:21 - Modern portfolio theory & the holy grail of investing 7:42 - How CAZ invests in bitcoin & crypto 10:35 - Space & defense (the rise of neoprimes) 16:16 - Writing “The Holy Grail of Investing” with Tony Robbins 20:08 - Does diversification have to be boring? 26:05 - Bitcoin, sports teams & GP stakes (the power of scarcity) 32:34 - What keeps him up at night? 37:53 - Where to find the book & CAZ Investments

I sat down with @DariusDale42 to break down whether Scott Bessent is bluffing the bond market, why stocks keep hitting highs, and why balancing the budget may be impossible. We also discuss the K-shaped economy, AI, bitcoin, and America's political realignment. YouTube: youtube.com/watch?v=Z7xDFOs7… Spotify: open.spotify.com/episode/7ri… Apple: podcasts.apple.com/us/podcas… TIMESTAMPS: 0:00 - Intro 0:47 - Is Scott Bessent bluffing the bond market? 7:34 - Druckenmiller's op-ed & Bessent's playbook 13:13 - Why stocks & bitcoin are near all-time highs 16:42 - Why balancing the budget is impossible & the impact 24:30 - Housing, young vs old & the lock-in effect 28:02 - Cut, grow, or print? 32:12 - How AI & bitcoin can level the playing field 36:15 - Social mobility & keeping up with the Joneses 39:00 - America's political realignment & future outlook 49:45 - Power, politics & the path forward

I sat down with @GalaxyOneZac to discuss: - what really happened at BlockFi - the fraud behind FTX and Alameda - risk management lessons he learned - GalaxyOne's banking, crypto & yield products - what AI-powered finance will look like - future of crypto industry YouTube: youtube.com/watch?v=00BX2Ay8… Spotify: open.spotify.com/episode/7cB… Apple: podcasts.apple.com/us/podcas… TIMESTAMPS: 0:00 - Intro 1:05 - What really happened at BlockFi? 8:09 - Celsius, Voyager collapse & the run on BlockFi 10:01 - The FTX acquisition, Sam Bankman-Fried & discovering the fraud 13:32 - Lessons applied to risk management at Galaxy 16:08 - Silvergate, SVB & the "war on crypto" 18:49 - Regulatory politics & the future of crypto policy 22:10 - Rebuilding: what Zac learned post crypto war 26:36 - What is Galaxy One? 41:43 - AI agents & the future of banking

I spoke with Chase Koch, son of Charles Koch and a key leader at Koch, about the 41 operating principles that have helped create a business doing $125+ billion in revenue. Koch is one of the largest private companies in the world and their unique approach to management, technology, and hiring has created a very special organization that touches about 80% of the US economy. This is a must-listen for every investor, entrepreneur, and executive. YouTube: youtu.be/AQpqTXvyekE?si=jnCd… Spotify: open.spotify.com/episode/2qG… Apple: podcasts.apple.com/us/podcas… TIMESTAMPS: 0:00 - Intro 1:22 - What is Koch? (scale, history, private company) 9:09 - Charles Koch's principles & the Sunday economics lessons 18:43 - Hiring philosophy: values first, skill second, credentials last 32:05 - Koch as a tech company: Infor, software & AI 35:30 - Horizontal capabilities & the Molex acquisition 41:47 - Turning acquisitions into principle-based cultures 47:03 - Origin story & lessons from near-bankruptcy failures 56:50 - Builder vs. operator: finding your comparative advantage 1:02:54 - Applying principles to society, bitcoin & individual sovereignty 1:08:50 - Stand Together: philanthropy, education & micro-schools 1:19:39 - Investing philosophy & finding the next big deal

Chase Koch. Tomorrow.

This conversation with NBA Champion @TThompson was very impressive. He has strong views on bitcoin, AI, SpaceX, prediction markets, financial literacy, and how analytics are reshaping sports. Feedback has been stronger than usual, so give it a listen or watch. YouTube: youtube.com/watch?v=KgbU4zwl… Spotify: open.spotify.com/episode/0ur… Apple: podcasts.apple.com/us/podcas… TIMESTAMPS: 0:00 - Intro 0:51 - How AI & tech are transforming pro sports 5:37 - Transitioning from NBA champion to tech investor 8:49 - How Tristan evaluates AI investments 12:51 - Why Tristan is bullish on bitcoin 17:30 - Prediction markets & sports gambling 19:10 - Financial literacy & his legacy beyond basketball 21:48 - A company he's really excited about

I spoke with @jvisserlabs to break down the Leopold Aschenbrenner hedge fund unwind, the market crashes in South Korea and Japan, Kevin Warsh and the Fed's next move, and the case for compute scarcity as AI demand outpaces supply. We also discuss tokenization and why bitcoin remains the ultimate hedge and store of value in a world being reshaped by AI. YouTube: youtu.be/03S1ECNLBnA?is=btwP… Spotify: open.spotify.com/episode/1gA… Apple: podcasts.apple.com/us/podcas… TIMESTAMPS: 0:00 - Intro 0:48 - Leopold's fund unwind & lessons from past blowups 9:21 - Hedge fund leverage & how AI is reshaping market structure 11:45 - Korea & Japan's market collapse 13:56 - AI will destroy all public companies? 15:20 - The bull case for hyperscalers & compute scarcity 27:44 - Why bitcoin is the best hedge fund ever 29:12 - Kevin Warsh & the Fed 33:48 - Does this help Wall Street or Main Street? 36:47- Advice for a 25-year-old starting their career today 41:18 - Bitcoin & the rest of crypto industry 48:52 - Migration, digital money & the breakdown of borders 57:56 - What Jordi is covering in his next video