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Daniel Kahneman: the day Saddam Hussein was captured, the same news "explained" both the bond market going up and going down. Treasuries rose - Bloomberg's headline said the capture made the world safer. Half an hour later treasuries fell -the new headline said the capture boosted appetite for risk....

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0xDipper

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545,244 views • 3 months ago •via X (Twitter)

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The Clarity Act being postponed is a BULLISH signal. Everyone thought that the market was going to get REKT after the news broke. It didn't. It's ACTUALLY holding up. And that's the tell. Armstrong said that no bill is better than a bad bill, and he just saved the entire market from getting screwed.
17:53

The Clarity Act being postponed is a BULLISH signal. Everyone thought that the market was going to get REKT after the news broke. It didn't. It's ACTUALLY holding up. And that's the tell. Armstrong said that no bill is better than a bad bill, and he just saved the entire market from getting screwed.

Kyle Chassé 🐸

148,816 views • 8 months ago

The $10-$15 trillion total addressable market for AI, if it is successful, is actually "terrifying". - The famous "Dean of Valuation", Professor Aswath Damodaran, of NYU Stern School of Business. The reason: AI as a tool is a much smaller market; AI as a replacement for human-jobs is where the giant market story comes from. "The best-case scenario for AI, that $10 to $15 trillion market, will happen if ONLY it replaces people. If AI is a tool, it’s going to be a much smaller market than if AI replaces people. So, the stories we’re telling about $10, $20 or $25 trillion markets are actually terrifying stories for the rest of the world. Why? Because if that story comes true, half of all white-collar people are going to lose their jobs. And what are they going to do instead? Who’s going to come up with the income to buy the products and services? If AI works as well as it’s supposed to and replaces people, how do we deal with that as a society? Because people lose their jobs. Not only do you lose your income, you lose your life’s meaning.." ---- Video from "Excess Returns" podcast (full video in quoted tweet, also link to their YT in comment)
0:46

The $10-$15 trillion total addressable market for AI, if it is successful, is actually "terrifying". - The famous "Dean of Valuation", Professor Aswath Damodaran, of NYU Stern School of Business. The reason: AI as a tool is a much smaller market; AI as a replacement for human-jobs is where the giant market story comes from. "The best-case scenario for AI, that $10 to $15 trillion market, will happen if ONLY it replaces people. If AI is a tool, it’s going to be a much smaller market than if AI replaces people. So, the stories we’re telling about $10, $20 or $25 trillion markets are actually terrifying stories for the rest of the world. Why? Because if that story comes true, half of all white-collar people are going to lose their jobs. And what are they going to do instead? Who’s going to come up with the income to buy the products and services? If AI works as well as it’s supposed to and replaces people, how do we deal with that as a society? Because people lose their jobs. Not only do you lose your income, you lose your life’s meaning.." ---- Video from "Excess Returns" podcast (full video in quoted tweet, also link to their YT in comment)

Rohan Paul

120,962 views • 3 months ago

Remember when the Free Palestine movement was shouting that the International Court of Justice found plausible evidence of genocide in Gaza? Then why are the President of the Court and the Chief Prosecutor saying there is no evidence? Could it be the same reason Free Palestine was shouting genocide libel even moments after the October 7 attacks? 🤔
1:14

Remember when the Free Palestine movement was shouting that the International Court of Justice found plausible evidence of genocide in Gaza? Then why are the President of the Court and the Chief Prosecutor saying there is no evidence? Could it be the same reason Free Palestine was shouting genocide libel even moments after the October 7 attacks? 🤔

Hen Mazzig

118,732 views • 5 months ago

Bloomberg's James Seyffart on why ETF flows are a mirror, not a signal "They're just a piece of the pie. Honestly, they reflect what's going on in the broader market more than anything. There was a time where you got an ETF on an underlying asset and that actually moved the market, people thought it was going to bring more demand, whatnot. There's some truth to that." "But for the most part it's just reflecting what's going on in the market. We had some puking in June when the whole market was puking, which was the first time the ETFs really puked up some Bitcoin. It's really just a reflection of what's going on." "And some underlying heartbeat of demand, I think, is true from advisors."
0:32

Bloomberg's James Seyffart on why ETF flows are a mirror, not a signal "They're just a piece of the pie. Honestly, they reflect what's going on in the broader market more than anything. There was a time where you got an ETF on an underlying asset and that actually moved the market, people thought it was going to bring more demand, whatnot. There's some truth to that." "But for the most part it's just reflecting what's going on in the market. We had some puking in June when the whole market was puking, which was the first time the ETFs really puked up some Bitcoin. It's really just a reflection of what's going on." "And some underlying heartbeat of demand, I think, is true from advisors."

The Wolf Of All Streets

30,121 views • 1 month ago

Tether CEO Paolo Ardoino says Tether's stablecoin tech made US treasuries safer than TradFi ever could "The ownership of U.S. treasuries from an antagonistic country is not a great thing for the United States, because you have a single decision maker that can press a button and sell hundreds of billions of dollars of U.S. treasuries from one day to another. That is something that, in my opinion, is very scary." "What Tether created, when it comes to stablecoins and stablecoin technology, is the first time that U.S. treasuries became decentralized owned. We created the decentralized ownership of the U.S. debt, with 650 million people that today basically are holding some U.S. treasuries, and they will not wake up all together one single morning and decide to sell that debt." "Throughout all these decades of quote-unquote financial innovation by the classic guys in traditional finance, they never could come up with this solution that actually makes the U.S. debt safer for the United States itself as an issuer."
1:36

Tether CEO Paolo Ardoino says Tether's stablecoin tech made US treasuries safer than TradFi ever could "The ownership of U.S. treasuries from an antagonistic country is not a great thing for the United States, because you have a single decision maker that can press a button and sell hundreds of billions of dollars of U.S. treasuries from one day to another. That is something that, in my opinion, is very scary." "What Tether created, when it comes to stablecoins and stablecoin technology, is the first time that U.S. treasuries became decentralized owned. We created the decentralized ownership of the U.S. debt, with 650 million people that today basically are holding some U.S. treasuries, and they will not wake up all together one single morning and decide to sell that debt." "Throughout all these decades of quote-unquote financial innovation by the classic guys in traditional finance, they never could come up with this solution that actually makes the U.S. debt safer for the United States itself as an issuer."

The Wolf Of All Streets

50,510 views • 1 month ago

"Free markets, the natural system is dominant. ... The reality is, if just in terms of pure science and physics of the world and how the world, biology, the world, the way the world works, life is not fair. Equality is not an actual construct. It is a made up construct that we create....I do believe ultimately that if you don't follow the natural system, it's more inefficient and things become a bigger problem at the end of the day."
6:50

"Free markets, the natural system is dominant. ... The reality is, if just in terms of pure science and physics of the world and how the world, biology, the world, the way the world works, life is not fair. Equality is not an actual construct. It is a made up construct that we create....I do believe ultimately that if you don't follow the natural system, it's more inefficient and things become a bigger problem at the end of the day."

Cem Karsan 🥐

52,262 views • 8 months ago

Cem Karsan Cem Karsan 🥐 thinks the drop coming is not something the administration fears. It is something they want. The playbook is the same every time. Let the market slide, let fear build, then step in with a headline and squeeze it right back up. He says they have run it before, and Liberation Day was the biggest version yet.
1:20

Cem Karsan Cem Karsan 🥐 thinks the drop coming is not something the administration fears. It is something they want. The playbook is the same every time. Let the market slide, let fear build, then step in with a headline and squeeze it right back up. He says they have run it before, and Liberation Day was the biggest version yet.

tastylive

11,760 views • 1 month ago

A hedge fund manager put a jar of 1,776 jelly beans in front of a room at Google and proved in two rounds why most investors will always lose money. for free. His name is Joel Greenblatt. Gotham Capital. 50% a year for a decade. he asked the room to guess how many jelly beans were in the jar. First round: everyone wrote their guess silently. no talking. no looking around. the average was 1,771. five off. almost perfect. Second round: people said their guesses out loud. heard each other. adjusted. the average collapsed to 850. same room. same jar. the only thing that changed was influence. He told the room: the second guess is the stock market. everyone knows what they just read in the paper. what the guy next to them said. what they saw in the news. the cold independent guess was better. that is not how the market works. but that is where the opportunity is. Then he showed 20 years of data. the cheapest 20% of stocks averaged 38% a year. the most expensive averaged the least. the strategy is simple. the reason it still works is that people are still crazy. and they always will be. 55 minutes. one jar. still free.
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A hedge fund manager put a jar of 1,776 jelly beans in front of a room at Google and proved in two rounds why most investors will always lose money. for free. His name is Joel Greenblatt. Gotham Capital. 50% a year for a decade. he asked the room to guess how many jelly beans were in the jar. First round: everyone wrote their guess silently. no talking. no looking around. the average was 1,771. five off. almost perfect. Second round: people said their guesses out loud. heard each other. adjusted. the average collapsed to 850. same room. same jar. the only thing that changed was influence. He told the room: the second guess is the stock market. everyone knows what they just read in the paper. what the guy next to them said. what they saw in the news. the cold independent guess was better. that is not how the market works. but that is where the opportunity is. Then he showed 20 years of data. the cheapest 20% of stocks averaged 38% a year. the most expensive averaged the least. the strategy is simple. the reason it still works is that people are still crazy. and they always will be. 55 minutes. one jar. still free.

Tigerflow

1,755,422 views • 1 month ago

Is Oil price going up and the Asian market down a few percent going to be the end of the world economy? Is that Whale Guru guy right? It's not the most organized video that I've made, but here's a 33 minute rant for you tonight on oil and the market.
33:26

Is Oil price going up and the Asian market down a few percent going to be the end of the world economy? Is that Whale Guru guy right? It's not the most organized video that I've made, but here's a 33 minute rant for you tonight on oil and the market.

Cantonese Cat 🐱🐈

48,322 views • 6 months ago

RAY DALIO JUST SAID HE THINKS THE AI BUBBLE IS GOING TO POP On Bloomberg, he laid out exactly when, why, and how he sees it happening. He also compared the current market to two specific years: "We are right now rising closer to, not at, the same level in 2000 and the same level in 1929, a specific level where you say, oh no, here's the one that we really need to worry about." On all tech revolutions: "All great technology changes produce bubbles. And the reason they produce bubbles is because nobody can get it exactly right." On the mechanism that pops bubbles: "There's a bubble, and then there's the pricking of the bubble. The pricking of the bubble happens when there's a need for wealth to be sold to get the money." On the wealth gap that comes with it: "A very small percentage of the population is going to do unbelievably and a lot of people won't." On a political solution: "I'm not optimistic on us working together to solve." He says the technology is real. The prices and the debt are the problem.
4:26

RAY DALIO JUST SAID HE THINKS THE AI BUBBLE IS GOING TO POP On Bloomberg, he laid out exactly when, why, and how he sees it happening. He also compared the current market to two specific years: "We are right now rising closer to, not at, the same level in 2000 and the same level in 1929, a specific level where you say, oh no, here's the one that we really need to worry about." On all tech revolutions: "All great technology changes produce bubbles. And the reason they produce bubbles is because nobody can get it exactly right." On the mechanism that pops bubbles: "There's a bubble, and then there's the pricking of the bubble. The pricking of the bubble happens when there's a need for wealth to be sold to get the money." On the wealth gap that comes with it: "A very small percentage of the population is going to do unbelievably and a lot of people won't." On a political solution: "I'm not optimistic on us working together to solve." He says the technology is real. The prices and the debt are the problem.

WOLF

183,702 views • 4 months ago

BANNON: The bond market is in a mini meltdown. Investors are dumping Treasuries. The 30-year just hit its highest rate since 2007, and that was the predicate for the 2008 financial crisis. Credit cards, student loans, car loans, mortgages, everyone is going to feel this immediately.
0:42

BANNON: The bond market is in a mini meltdown. Investors are dumping Treasuries. The 30-year just hit its highest rate since 2007, and that was the predicate for the 2008 financial crisis. Credit cards, student loans, car loans, mortgages, everyone is going to feel this immediately.

Bannon’s WarRoom

16,287 views • 4 months ago

America truly is waking up. Matt Walsh’s video ‘We need to protect our culture’ now has over 130,000+ Likes on Instagram “This is why we say import the third world, become the third world. Because the thing that nobody wants to say is that the reason why third world countries are the way they are is because third world people are the way they are.” “At the end of the day, your country is a reflection of its people. Every country is when it comes down to it. Somali is totally dysfunctional and corrupt because scam and frauds, piracy, this is part of the lifestyle, part of the culture. Bring it over here, you get the same stuff.”
0:30

America truly is waking up. Matt Walsh’s video ‘We need to protect our culture’ now has over 130,000+ Likes on Instagram “This is why we say import the third world, become the third world. Because the thing that nobody wants to say is that the reason why third world countries are the way they are is because third world people are the way they are.” “At the end of the day, your country is a reflection of its people. Every country is when it comes down to it. Somali is totally dysfunctional and corrupt because scam and frauds, piracy, this is part of the lifestyle, part of the culture. Bring it over here, you get the same stuff.”

Wall Street Apes

204,623 views • 10 months ago

"You are going to work with the Ministry of Environment to clean this place by yourselves. So we won't open the market first. We will clean first." -Fashola At a time when Lagos is dealing with a dirty environment, we can look back at how Fashola handled the same problem at Ladipo Market back in 2013. At the time, Ladipo market was experiencing massive environmental degradation caused by the neglect of its residents. After shutting down the market Fashola visited it unannounced and refused to reopen it when conditions had not improved. The market was eventually reopened after an intensive cleanup by the residents due to the stubborness of the former Governor.
1:15

"You are going to work with the Ministry of Environment to clean this place by yourselves. So we won't open the market first. We will clean first." -Fashola At a time when Lagos is dealing with a dirty environment, we can look back at how Fashola handled the same problem at Ladipo Market back in 2013. At the time, Ladipo market was experiencing massive environmental degradation caused by the neglect of its residents. After shutting down the market Fashola visited it unannounced and refused to reopen it when conditions had not improved. The market was eventually reopened after an intensive cleanup by the residents due to the stubborness of the former Governor.

LagosYouKnow

75,936 views • 3 months ago

Jev is INSANE. 🤯 in 24.9 seconds it read 384 news from this morning and told 15 brands which stories to hop onto today, for $0.19. Claude Opus 5, running on the same feed at the same time, got through 4/384 and cost $0.77. per headline that is ~390x cheaper, and the answer comes back before you finish reading the headline yourself. there's going to be so many ways for JEV to help you find trending stories, find journalists covering it, and get press coverage. everything in the video open-sourced here: (in the demo/ folder, together with 30+ skills to turn your agent into a PR team)
0:28

Jev is INSANE. 🤯 in 24.9 seconds it read 384 news from this morning and told 15 brands which stories to hop onto today, for $0.19. Claude Opus 5, running on the same feed at the same time, got through 4/384 and cost $0.77. per headline that is ~390x cheaper, and the answer comes back before you finish reading the headline yourself. there's going to be so many ways for JEV to help you find trending stories, find journalists covering it, and get press coverage. everything in the video open-sourced here: (in the demo/ folder, together with 30+ skills to turn your agent into a PR team)

Elvis

671,823 views • 20 days ago

WOAH 🚨 Former ABC News correspondent Terry Moran says the mainstream media is censoring news stories and that they WORK WITH THE GOVERNMENT on what stories are allowed to air “A news organization is running things by the government for approval?” “Yeah.” Terry Moran was about to run a story about the origins of Covid being from a lab during the beginning of the pandemic He says the government works with ABC News to censor stories and that Anthony Fauci could block mainstream media stories “I did feel the heavy hand of censorship at, in my work at ABC News.” His story on Covid organs was sent in for review, it was changed and censored. He was told by who, “I was told, "Fauci”’ “A news organization is running things by the government for approval?” “Yeah.” If the mainstream media is working with the government on what stories are allowed to be aired then that means we do not have a free press Another conspiracy theory proven true
3:15

WOAH 🚨 Former ABC News correspondent Terry Moran says the mainstream media is censoring news stories and that they WORK WITH THE GOVERNMENT on what stories are allowed to air “A news organization is running things by the government for approval?” “Yeah.” Terry Moran was about to run a story about the origins of Covid being from a lab during the beginning of the pandemic He says the government works with ABC News to censor stories and that Anthony Fauci could block mainstream media stories “I did feel the heavy hand of censorship at, in my work at ABC News.” His story on Covid organs was sent in for review, it was changed and censored. He was told by who, “I was told, "Fauci”’ “A news organization is running things by the government for approval?” “Yeah.” If the mainstream media is working with the government on what stories are allowed to be aired then that means we do not have a free press Another conspiracy theory proven true

Wall Street Apes

98,073 views • 1 month ago

.John Solomon tells me why he doesn’t believe the media’s narrative that Trump “weaponized” the DOJ against James Comey: “I like to look at the words that President Trump said carefully…he was NOT telling the DOJ, ‘indict him in spite of the evidence.’ It was just, ‘make a decision before the statute of limitations comes up.’”
2:29

.John Solomon tells me why he doesn’t believe the media’s narrative that Trump “weaponized” the DOJ against James Comey: “I like to look at the words that President Trump said carefully…he was NOT telling the DOJ, ‘indict him in spite of the evidence.’ It was just, ‘make a decision before the statute of limitations comes up.’”

Glenn Beck

109,076 views • 1 year ago