Video wird geladen...

Video konnte nicht geladen werden

Beim Laden dieses Videos ist ein Problem aufgetreten. Dies könnte an einem vorübergehenden Netzwerkproblem liegen oder das Video ist möglicherweise nicht verfügbar.

🚨Here's what people don't realize about marijuana and THC, says Alex Berenson: "Beyond the psychosis connection and this increased link to schizophrenia…there's increasing evidence in the last 10 years that cannabis and THC—and this is not from smoking, this apparently is from the effect of the chemical itself—can cause... really severe heart damage. There is a link to myocardial infarctions, heart attacks. and that link is pretty strong now. You can find papers that show a 3x increase over a multi-year period. And these are young people, right? So they're very low baseline risk, but the risk is very real and increased. And then the other is…in states that have legalized, they see a lot of high-speed car accidents with cannabis.…This idea that when you get stoned, you just drive 10 miles an hour, and if anything, your problem is that you're not moving at all, turns out not to be true." I sat down with Berenson, author of "Tell Your Children" and "Pandemia" at Turning Point USA's #amfest2025 conference. Stay tuned for the full episode!show more

Jan Jekielek

216,367 subscribers

347,484 Aufrufe • vor 9 Monaten •via X (Twitter)

Gesundheit & Wellness Nachrichten & Politik

Anya Rossi• Live Now

Private livecam show

0 Kommentare

Keine Kommentare verfügbar

Kommentare vom Original-Post werden hier angezeigt

Ähnliche Videos

What shocked Alex Berenson most in his marijuana research was not the psychosis link, but these two things: emerging data on severe heart damage in young users and spikes in high‑speed crashes after legalization. “There's increasing evidence in the last ten years that cannabis and THC…can cause really severe heart damage. There is a link to myocardial infarction, heart attacks, and that link is pretty strong. Now you can find papers that show a 3x increase over a multi-year period, and these are young people,” he says. States that have legalized marijuana use have also seen a lot more high-speed car accidents, directly contradicting the popular belief that cannabis users drive more slowly or cautiously.

What shocked Alex Berenson most in his marijuana research was not the psychosis link, but these two things: emerging data on severe heart damage in young users and spikes in high‑speed crashes after legalization. “There's increasing evidence in the last ten years that cannabis and THC…can cause really severe heart damage. There is a link to myocardial infarction, heart attacks, and that link is pretty strong. Now you can find papers that show a 3x increase over a multi-year period, and these are young people,” he says. States that have legalized marijuana use have also seen a lot more high-speed car accidents, directly contradicting the popular belief that cannabis users drive more slowly or cautiously.

Jan Jekielek

31,788 Aufrufe • vor 8 Monaten

Journalist and marijuana expert Alex Berenson is convinced that Trump made a mistake with his executive order rescheduling the drug to Schedule III. I asked him why: “Cannabis and THC are really good at doing one thing, getting people high. That's what they're good at,” he told me. According to him, they are not useful as pain killers: “You don't find lasting effects of pain relief from cannabis. I think the reason for that is that what cannabis is really good at, what THC is really good at, is enhancing sensation… but if you're in pain, in the long run, enhancing sensation actually is not a good thing for you. …And there was a really good study a few years ago in Australia where people who used [it] for a long period of time actually used more opioids than people who didn't use cannabis. And so the idea that cannabis is a substitute or a way out of our opioid problem is just not true.” Nor does he think studies show that marijuana is beneficial against cancer and other health conditions: “Unfortunately, for the most part, those studies, when they're done and done well, do not show much impact for cannabis on most of the things it's supposed to help, much less things like cancer.”

Journalist and marijuana expert Alex Berenson is convinced that Trump made a mistake with his executive order rescheduling the drug to Schedule III. I asked him why: “Cannabis and THC are really good at doing one thing, getting people high. That's what they're good at,” he told me. According to him, they are not useful as pain killers: “You don't find lasting effects of pain relief from cannabis. I think the reason for that is that what cannabis is really good at, what THC is really good at, is enhancing sensation… but if you're in pain, in the long run, enhancing sensation actually is not a good thing for you. …And there was a really good study a few years ago in Australia where people who used [it] for a long period of time actually used more opioids than people who didn't use cannabis. And so the idea that cannabis is a substitute or a way out of our opioid problem is just not true.” Nor does he think studies show that marijuana is beneficial against cancer and other health conditions: “Unfortunately, for the most part, those studies, when they're done and done well, do not show much impact for cannabis on most of the things it's supposed to help, much less things like cancer.”

Jan Jekielek

17,431 Aufrufe • vor 8 Monaten

Jarlov: We've been your friend for 250 years, and this is not you. This is not a country that attacks and threatens peaceful, friendly neighbors…. You're a country that stands for freedom. You're not a country that subjugates neighbors and goes to wars of conquest to take land from other countries. You work together with your allies. You're a country that can be trusted, not one that suddenly turns on its allies and runs away from treaties and says all of a sudden that there's no document that proves that Greenland belongs to Denmark. We don't recognize you at the moment…

Jarlov: We've been your friend for 250 years, and this is not you. This is not a country that attacks and threatens peaceful, friendly neighbors…. You're a country that stands for freedom. You're not a country that subjugates neighbors and goes to wars of conquest to take land from other countries. You work together with your allies. You're a country that can be trusted, not one that suddenly turns on its allies and runs away from treaties and says all of a sudden that there's no document that proves that Greenland belongs to Denmark. We don't recognize you at the moment…

Acyn

140,481 Aufrufe • vor 8 Monaten

Rogin: It looks very likely that we're about to restart bombing of Iran. And there are a lot of reports out there that this is about to happen. And what that means is that all of the problems, not just with the US economy, with the economy of every country in the world, are about to get worse. And it means that the Iran war is going to go much longer than otherwise anticipated. And that is a disaster not just for Americans, but for all people. And then if you think about the effects on energy and then manufacturing, and then rates will continue to go up, and then inflation, it's a it's a calamity for the world economy with no strategy whatsoever.

Rogin: It looks very likely that we're about to restart bombing of Iran. And there are a lot of reports out there that this is about to happen. And what that means is that all of the problems, not just with the US economy, with the economy of every country in the world, are about to get worse. And it means that the Iran war is going to go much longer than otherwise anticipated. And that is a disaster not just for Americans, but for all people. And then if you think about the effects on energy and then manufacturing, and then rates will continue to go up, and then inflation, it's a it's a calamity for the world economy with no strategy whatsoever.

Acyn

74,258 Aufrufe • vor 4 Monaten

I have a friend who doesn't read anything published in the past 50 years, and the more I think about it, the more I think he's onto something. The reason is that time is the best filter we have for quality. People are bad at judging quality in the moment but very good at getting rid of junk over time. — — "History is not very good at capturing all that is great in art. It is not good at that. There are many great symphonies that have been lost permanently, there are many great painters that died unknown and their paintings are gone, there's novels that have been written that no one will ever read. So history is not good at capturing all this great art. But history is very good at discarding all that is mediocre. And the amount of time that that takes, it's something like 50 years. So over the course of 50 years, what will happen is a lot of stuff that was prominent will be re-filtered and re-filtered and re-filtered, and you'll end up with a smaller group of things which have survived that test of time. So if you think about it right now, if you go back and look at the bestseller lists for 1974, 1973, there's a lot of that that would have been highly regarded at the time, which people do not read anymore for a variety of reasons, and there's some that has survived, and that's a very telling distinction. So in a world where I'm turning 60 this year, you have a limited amount of time, all four of us have active lives, we want to make sure that if we're going to sit down, we're going to read carefully, we're going to meet and we're going to discuss it in detail, we want to make sure that the work is rewarding. And the best way to ensure that is by drawing from the past." amor towles

I have a friend who doesn't read anything published in the past 50 years, and the more I think about it, the more I think he's onto something. The reason is that time is the best filter we have for quality. People are bad at judging quality in the moment but very good at getting rid of junk over time. — — "History is not very good at capturing all that is great in art. It is not good at that. There are many great symphonies that have been lost permanently, there are many great painters that died unknown and their paintings are gone, there's novels that have been written that no one will ever read. So history is not good at capturing all this great art. But history is very good at discarding all that is mediocre. And the amount of time that that takes, it's something like 50 years. So over the course of 50 years, what will happen is a lot of stuff that was prominent will be re-filtered and re-filtered and re-filtered, and you'll end up with a smaller group of things which have survived that test of time. So if you think about it right now, if you go back and look at the bestseller lists for 1974, 1973, there's a lot of that that would have been highly regarded at the time, which people do not read anymore for a variety of reasons, and there's some that has survived, and that's a very telling distinction. So in a world where I'm turning 60 this year, you have a limited amount of time, all four of us have active lives, we want to make sure that if we're going to sit down, we're going to read carefully, we're going to meet and we're going to discuss it in detail, we want to make sure that the work is rewarding. And the best way to ensure that is by drawing from the past." amor towles

David Perell

86,765 Aufrufe • vor 1 Jahr

''The Penis is a muscle just like any other muscle, and you can build it.'' Guys, this information is wrong. The penis is not made up of a muscle that you can build and grow, like your chest, like your triceps, like your shoulders. The penis is made up of a spongy tissue. When you are getting hard, this spongy tissue gets filled up with blood. The more blood that flows in there, the harder you become, and you end up with an erection. There are no muscle fibers there that you can train so that they can become bigger and they can grow. Enough with this misunderstanding. At the end of the day, size and shape is determined by one thing, that is genes. The same way it determines size and the shape of your nose, your ears, the broadness of your shoulders, your height as a man, genes. There is little to nothing that you can do to impact and change that. And if you're thinking about doing surgery, please, don't. It is very risky, there is always disappointments, and honestly, it is not worth it. The solution is very simple: - Stop comparing yourself to others - Focus on yourself - Stop watching porn - And above all, stop touching yourself Simple. One percent.

''The Penis is a muscle just like any other muscle, and you can build it.'' Guys, this information is wrong. The penis is not made up of a muscle that you can build and grow, like your chest, like your triceps, like your shoulders. The penis is made up of a spongy tissue. When you are getting hard, this spongy tissue gets filled up with blood. The more blood that flows in there, the harder you become, and you end up with an erection. There are no muscle fibers there that you can train so that they can become bigger and they can grow. Enough with this misunderstanding. At the end of the day, size and shape is determined by one thing, that is genes. The same way it determines size and the shape of your nose, your ears, the broadness of your shoulders, your height as a man, genes. There is little to nothing that you can do to impact and change that. And if you're thinking about doing surgery, please, don't. It is very risky, there is always disappointments, and honestly, it is not worth it. The solution is very simple: - Stop comparing yourself to others - Focus on yourself - Stop watching porn - And above all, stop touching yourself Simple. One percent.

Franc: Day 1/30

191,766 Aufrufe • vor 12 Tagen

Ansari: So beyond the fact that this is a costly, illegal war — that American service members have already died, that American lives are at risk — this administration does not care about the Iranian people. They’re bombing indiscriminately as we speak. I brought these issues up yesterday in the briefing that members of Congress had, asked questions regarding what the plan is for the future of the Iranian people, and was told directly that is not part of this mission. And there are reports that the CIA is arming groups — separatist groups in Iraq and on the border of Iran — that could cause civil war and mass chaos and instability for years to come. There are also reports that the Trump administration is looking at making a deal with somebody else in the IRGC. So it is just so, so poorly planned — unplanned — and just a very, very dark time for this country and the world.

Ansari: So beyond the fact that this is a costly, illegal war — that American service members have already died, that American lives are at risk — this administration does not care about the Iranian people. They’re bombing indiscriminately as we speak. I brought these issues up yesterday in the briefing that members of Congress had, asked questions regarding what the plan is for the future of the Iranian people, and was told directly that is not part of this mission. And there are reports that the CIA is arming groups — separatist groups in Iraq and on the border of Iran — that could cause civil war and mass chaos and instability for years to come. There are also reports that the Trump administration is looking at making a deal with somebody else in the IRGC. So it is just so, so poorly planned — unplanned — and just a very, very dark time for this country and the world.

Acyn

64,044 Aufrufe • vor 6 Monaten

‼️ Donald Trump just posted the video saying any immigrant that comes to America and demand we change our culture is not an immigrant, they are an invader and must be removed “Just so we we’re clear, if a foreigner comes to your country and demands that you accept their culture as your culture or demands that you change your beliefs, that is not a foreigner, that is not an immigrant. What that is, is an invader. That is someone that is coming over to your space to take over and invade it. So when you sit there and you look at what's happening in New York, you look at what's happening in Texas, you look at what's happening in the places where these people came from, you look at Somalia, you look at all of these individuals who are being put into a position of power who support this type of invasion. You need to understand what's coming next. - They will take away our weapons - They will tell us that we cannot eat certain foods - They will tell us that we cannot go to certain places - They will tell that our women that they have to wear certain clothes - They will tell them that they have to dress modest. They will forced them to do a lot of different things. - You will have to deal with people praying in the middle of the street while you're driving and stopping you and invading your movement, your space You need to understand what's taking place in America so that you can understand that these people are not coming here with good intentions. This is not me saying that I hate people. This is me basically saying, look, if you like the fact that America is a free place where you get the freedom to believe in what religion you want to, to believe in. If you get the freedom to decide what you want to do as long as nobody is getting hurt. If you love that part of America, the freedom of choice part of America, you need to understand when people come over and they say that you don't have a choice, they probably should go because you don't get to tell us what to do in our own country. It's not being rude. It's just saying, hey, look, this country was built in a way where everybody can come here and feel happy and feel blessed. And enjoy the fact that this is a free nation, not a nation that will be enslaved by any Foreigner invading it”

‼️ Donald Trump just posted the video saying any immigrant that comes to America and demand we change our culture is not an immigrant, they are an invader and must be removed “Just so we we’re clear, if a foreigner comes to your country and demands that you accept their culture as your culture or demands that you change your beliefs, that is not a foreigner, that is not an immigrant. What that is, is an invader. That is someone that is coming over to your space to take over and invade it. So when you sit there and you look at what's happening in New York, you look at what's happening in Texas, you look at what's happening in the places where these people came from, you look at Somalia, you look at all of these individuals who are being put into a position of power who support this type of invasion. You need to understand what's coming next. - They will take away our weapons - They will tell us that we cannot eat certain foods - They will tell us that we cannot go to certain places - They will tell that our women that they have to wear certain clothes - They will tell them that they have to dress modest. They will forced them to do a lot of different things. - You will have to deal with people praying in the middle of the street while you're driving and stopping you and invading your movement, your space You need to understand what's taking place in America so that you can understand that these people are not coming here with good intentions. This is not me saying that I hate people. This is me basically saying, look, if you like the fact that America is a free place where you get the freedom to believe in what religion you want to, to believe in. If you get the freedom to decide what you want to do as long as nobody is getting hurt. If you love that part of America, the freedom of choice part of America, you need to understand when people come over and they say that you don't have a choice, they probably should go because you don't get to tell us what to do in our own country. It's not being rude. It's just saying, hey, look, this country was built in a way where everybody can come here and feel happy and feel blessed. And enjoy the fact that this is a free nation, not a nation that will be enslaved by any Foreigner invading it”

Wall Street Apes

88,662 Aufrufe • vor 9 Monaten

Curtis Yarvin on how "the Left" has executed population replacement in the White Dominions as a "stalk and charge." "This is a predator... [and] they're starting to speed run...mass immigration is not 2 million people entering the US a year...[it's] 10... to 100 million a year" This clip of Yarvin (Curtis Yarvin), a political blogger and software developer (according to Wikipedia), is taken from a conversation with Peter McCormack (Peter McCormack 🏴‍☠️🇬🇧🇮🇪) posted to McCormack's eponymous YouTube channel on February 23, 2026. ---------------Partial transcription of clip---------------- "You might think that people getting red-pilled in various ways is something that would really put a stop to this craziness of population replacement. Oh, no, actually it's quite very much the reverse. "Because there's something anyone who's totally lost faith in the Left, in a way, they have many complaints with the Left. But it all boils down to, you basically recognize that this is not a vegetarian thing. This is a predator, right? "And so this is a predator. And so when a predator such as a lion is hunting, there are basically two phases of the pursuit. There's the stalk and the charge. And the stalk is like, well, nobody really knows what's going on here. Like, let's take the demographic replacement in the U.S. It's from the, you know, the 1965 Immigration Act. And politicians swore up and down that this was not what it, what it was. Basically, since that act, basically it's brought like 100 million people from the third world into the US, right? "Something like that. Solid, solid numbers like that. And, but in order to sort of do that, you know, you couldn't have this giant boat lift where, you know, some gigantic version of the Empire Windrush brought 100 million people at the same time. It's more a case of like, you know, slowly, slowly, catchy, catchy fish, right? You know, where you're kind of tickling it and you're like, oh yeah, oh yeah, our friends from, you know, we're open, our hearts are welcoming, right? "You know, like all of this, like, you know, stuff that's just of course, unbelievably sinister because it's sort of trading on people's goodwill and people's good wishes. It's like this con. But the thing is, when people, when enough people see the con, and all of these systems are incentive-based, they're not based on planning, the Left is not run by some cabal. It's incentives that drive things. "What you're seeing, especially in what used to be called the white dominions, Canada, Australia, New Zealand, especially is you're seeing they're starting to speed run, they're starting to come out of their crouch and basically just be like, yeah, actually we're, I mean in the 21st century, I think they've increased the population of Canada by like 35%. Right? "And so even that is small. Even that is small. The Spanish government was just like, we're going to legalize 500,000. Oh, but that's just an estimate. That's just an estimate of how many people that plan will suck in it probably will be more like over a million. Right. "And so you know and those people are Schengen. They can go anywhere in Europe and you will see them do that and the like and and so what you could see in the US if basically the next time Democrats win the presidency people go on about like mass immigration. Like no, we've not seen mass immigration. You have no idea what mass immigration is. "Mass Immigration is not 2 million people entering the US a year. Mass immigration starts I I would call it mass until it was like 10 a year. And like mass immigration is really the 10 to 50 to 100 million a year. But that's what could spark civil war. No, no— I don't know I'm seeing it here. No because people have no balls. People have no balls—"

Curtis Yarvin on how "the Left" has executed population replacement in the White Dominions as a "stalk and charge." "This is a predator... [and] they're starting to speed run...mass immigration is not 2 million people entering the US a year...[it's] 10... to 100 million a year" This clip of Yarvin (Curtis Yarvin), a political blogger and software developer (according to Wikipedia), is taken from a conversation with Peter McCormack (Peter McCormack 🏴‍☠️🇬🇧🇮🇪) posted to McCormack's eponymous YouTube channel on February 23, 2026. ---------------Partial transcription of clip---------------- "You might think that people getting red-pilled in various ways is something that would really put a stop to this craziness of population replacement. Oh, no, actually it's quite very much the reverse. "Because there's something anyone who's totally lost faith in the Left, in a way, they have many complaints with the Left. But it all boils down to, you basically recognize that this is not a vegetarian thing. This is a predator, right? "And so this is a predator. And so when a predator such as a lion is hunting, there are basically two phases of the pursuit. There's the stalk and the charge. And the stalk is like, well, nobody really knows what's going on here. Like, let's take the demographic replacement in the U.S. It's from the, you know, the 1965 Immigration Act. And politicians swore up and down that this was not what it, what it was. Basically, since that act, basically it's brought like 100 million people from the third world into the US, right? "Something like that. Solid, solid numbers like that. And, but in order to sort of do that, you know, you couldn't have this giant boat lift where, you know, some gigantic version of the Empire Windrush brought 100 million people at the same time. It's more a case of like, you know, slowly, slowly, catchy, catchy fish, right? You know, where you're kind of tickling it and you're like, oh yeah, oh yeah, our friends from, you know, we're open, our hearts are welcoming, right? "You know, like all of this, like, you know, stuff that's just of course, unbelievably sinister because it's sort of trading on people's goodwill and people's good wishes. It's like this con. But the thing is, when people, when enough people see the con, and all of these systems are incentive-based, they're not based on planning, the Left is not run by some cabal. It's incentives that drive things. "What you're seeing, especially in what used to be called the white dominions, Canada, Australia, New Zealand, especially is you're seeing they're starting to speed run, they're starting to come out of their crouch and basically just be like, yeah, actually we're, I mean in the 21st century, I think they've increased the population of Canada by like 35%. Right? "And so even that is small. Even that is small. The Spanish government was just like, we're going to legalize 500,000. Oh, but that's just an estimate. That's just an estimate of how many people that plan will suck in it probably will be more like over a million. Right. "And so you know and those people are Schengen. They can go anywhere in Europe and you will see them do that and the like and and so what you could see in the US if basically the next time Democrats win the presidency people go on about like mass immigration. Like no, we've not seen mass immigration. You have no idea what mass immigration is. "Mass Immigration is not 2 million people entering the US a year. Mass immigration starts I I would call it mass until it was like 10 a year. And like mass immigration is really the 10 to 50 to 100 million a year. But that's what could spark civil war. No, no— I don't know I'm seeing it here. No because people have no balls. People have no balls—"

Sense Receptor

246,748 Aufrufe • vor 6 Monaten

Travis Kalanick: The UK's Social Media Ban is About Censoring and Tracking Adults, Not Protecting Kids travis kalanick: “I think we all agree social media is bad for the kids and for the adults. Too much of that stuff is very bad. It's brain rot for real, and it's going to be worse than cigarettes. It's all the things. But the real point of banning under 16 is so that you can force adults to identify themselves and de-anonymize themselves, so you can set up a full-scale censorship regime, which they're sort of contemplating in the UK. And what censorship is really about is not harmful content, it's about content that the people in power don't want you to see that disagrees with them. If it agreed with them, it's not harmful. It's the stuff that doesn't agree with them. And so what they're doing is they're criminalizing disagreeing with them. And so there's a derivative of this age-based stuff, which is really about the adults, not the kids.”

Travis Kalanick: The UK's Social Media Ban is About Censoring and Tracking Adults, Not Protecting Kids travis kalanick: “I think we all agree social media is bad for the kids and for the adults. Too much of that stuff is very bad. It's brain rot for real, and it's going to be worse than cigarettes. It's all the things. But the real point of banning under 16 is so that you can force adults to identify themselves and de-anonymize themselves, so you can set up a full-scale censorship regime, which they're sort of contemplating in the UK. And what censorship is really about is not harmful content, it's about content that the people in power don't want you to see that disagrees with them. If it agreed with them, it's not harmful. It's the stuff that doesn't agree with them. And so what they're doing is they're criminalizing disagreeing with them. And so there's a derivative of this age-based stuff, which is really about the adults, not the kids.”

The All-In Podcast

85,015 Aufrufe • vor 2 Monaten

Bret is atheist adjacent and Joel is a creationist, yet the agree on this: WEINSTEIN: I've been thinking that there's something actually incorrect about the religious stories, the way we're passing them down, that has us misunderstanding the problems. And I'm very interested in fixing that puzzle if it's fixable, because I don't think we can afford to misunderstand these problems. We have to address them, because they're going to be fatal. So they come down to issues of free will, the question of evil, and the question of dominion. This is the third one on that list. And the idea that we have dominion over the earth, because of the way it's interpreted, I think is a very destructive idea. SALATIN: Couldn't agree more. When those conquistadors came in and murdered civilizations and exploited the resources in the name of God and the queen, the crusades — the fact is that a lot has been done wrong in the name of God, or any religion for that matter. And certainly not just God. Name your divinity. Plenty has gone wrong in that. And so it is a right understanding, I think, of our role as stewards, as caretakers of something ultimately that is not ours. That is kind of a starting point across religions, across all beliefs. That is where you start. You don't start with "I'm in control." You start with "I'm a seeker and a learner. Teach me what I need to do to help." That's a very different thing than saying, "I'm going to come in and do this, this, and this, and it's going to do this, this, and this for me."

Bret is atheist adjacent and Joel is a creationist, yet the agree on this: WEINSTEIN: I've been thinking that there's something actually incorrect about the religious stories, the way we're passing them down, that has us misunderstanding the problems. And I'm very interested in fixing that puzzle if it's fixable, because I don't think we can afford to misunderstand these problems. We have to address them, because they're going to be fatal. So they come down to issues of free will, the question of evil, and the question of dominion. This is the third one on that list. And the idea that we have dominion over the earth, because of the way it's interpreted, I think is a very destructive idea. SALATIN: Couldn't agree more. When those conquistadors came in and murdered civilizations and exploited the resources in the name of God and the queen, the crusades — the fact is that a lot has been done wrong in the name of God, or any religion for that matter. And certainly not just God. Name your divinity. Plenty has gone wrong in that. And so it is a right understanding, I think, of our role as stewards, as caretakers of something ultimately that is not ours. That is kind of a starting point across religions, across all beliefs. That is where you start. You don't start with "I'm in control." You start with "I'm a seeker and a learner. Teach me what I need to do to help." That's a very different thing than saying, "I'm going to come in and do this, this, and this, and it's going to do this, this, and this for me."

The DarkHorse Podcast

22,262 Aufrufe • vor 4 Tagen

Chamath’s 2026 IPO Advice: Get Public Fast or Get Left Behind Jason: “ What are your thoughts here on the flurry of potential IPOs?” Chamath: “I think that we have a bit of a risk problem. If you think about appetite as equivalent to a person at a Thanksgiving dinner, when you first come in and you see all of this stuff, it's so plentiful, your eyes are bigger than your stomach. And I think in a moment like that, you want to be the one that is consumed first. And I think the risk increases when you are at the tail end because the risk is that the diners will run out of space.” Jason: “Plate fills up. Yeah.” Chamath: “And if you use that analogy, I think the reason why people's plates will get full is probably twofold and maybe threefold. The first and most important thing is there's enough tactical event risk that people generally want to be risk off and have more margin of safety. We have a lot of these really important financial moments tied to this concept of AGI, ASI. We have a real pricing problem. If AGI is real, the durability of most companies is slim to none. If AGI is not real, then the fundraising capacity of these companies that are now raising hundreds of billions of dollars needs to get questioned and inspected thoroughly. History will sort out which one is right, but both cannot be right. So in that vein, I don't think we're going to have this “blockbuster” stream of IPOs. I think what happens is SpaceX is going to get out. They're going to do great, and then maybe the next one does good to great, then the next one will do good, and then the appetite runs out because you just can't absorb, incrementally, trillions of dollars of new demand. And if you think about it, where is it going to come from? Is it going to come from the sidelines? I don't know, I think it's more of a reallocation exercise. But if you look at the S&P, well, most people are now defensively moving away from these kinds of things, towards the things that are more protected, what the industry calls HALO, right? Those things trade for zero today. You could buy hundreds of millions of dollars a year of cashflow for 2-5x right now in the stock market. And so why are you going to go way out on the risk curve and buy something at 200x revenue, let alone earnings? I'm more in the camp of, I think it's good to be first, it’s pretty decent to be second, but if I were you, I would get the heck out, and get public, and get your money, and fortify your balance sheet ASAP, because I think the risk builds the further down the IPO chain you're in.”

Chamath’s 2026 IPO Advice: Get Public Fast or Get Left Behind Jason: “ What are your thoughts here on the flurry of potential IPOs?” Chamath: “I think that we have a bit of a risk problem. If you think about appetite as equivalent to a person at a Thanksgiving dinner, when you first come in and you see all of this stuff, it's so plentiful, your eyes are bigger than your stomach. And I think in a moment like that, you want to be the one that is consumed first. And I think the risk increases when you are at the tail end because the risk is that the diners will run out of space.” Jason: “Plate fills up. Yeah.” Chamath: “And if you use that analogy, I think the reason why people's plates will get full is probably twofold and maybe threefold. The first and most important thing is there's enough tactical event risk that people generally want to be risk off and have more margin of safety. We have a lot of these really important financial moments tied to this concept of AGI, ASI. We have a real pricing problem. If AGI is real, the durability of most companies is slim to none. If AGI is not real, then the fundraising capacity of these companies that are now raising hundreds of billions of dollars needs to get questioned and inspected thoroughly. History will sort out which one is right, but both cannot be right. So in that vein, I don't think we're going to have this “blockbuster” stream of IPOs. I think what happens is SpaceX is going to get out. They're going to do great, and then maybe the next one does good to great, then the next one will do good, and then the appetite runs out because you just can't absorb, incrementally, trillions of dollars of new demand. And if you think about it, where is it going to come from? Is it going to come from the sidelines? I don't know, I think it's more of a reallocation exercise. But if you look at the S&P, well, most people are now defensively moving away from these kinds of things, towards the things that are more protected, what the industry calls HALO, right? Those things trade for zero today. You could buy hundreds of millions of dollars a year of cashflow for 2-5x right now in the stock market. And so why are you going to go way out on the risk curve and buy something at 200x revenue, let alone earnings? I'm more in the camp of, I think it's good to be first, it’s pretty decent to be second, but if I were you, I would get the heck out, and get public, and get your money, and fortify your balance sheet ASAP, because I think the risk builds the further down the IPO chain you're in.”

The All-In Podcast

61,917 Aufrufe • vor 5 Monaten

Chamath's CDS Bet: Outlining Major Corporate Debt Default Risks "With all of the tariffs, the one thing that we haven't sufficiently talked about is there is a tremendous amount of corporate debt that supports these businesses today." "And you would say, 'Well, if long-term rates go down, there's no real risk.'" "But the tariff picture actually impacts revenues." "And the problem with that is that there's a lot of companies that have debt covenants tied to revenue and EBITDA." "And so this is what I spoke about at the beginning of January, which is, the one risk that is uncontrollable, is what happens to corporate debt and could we see a wave of defaults and a wave of action?" On our 2025 predictions show in January, Chamath Palihapitiya picked credit default swaps as his best-performing asset this year, calling it a long-shot with major upside: " I would be long CDS. I'm buying insurance using credit default swaps. I think that there is a small chance of some volatility next year. I hope it doesn't happen. I hope that this trade loses money. But if it hits, it will be the best-performing asset of 2025." Fast-forward to April: " It has hit. For every billion dollars of risk you would've put on, would have cost you ~$1M, and that million dollars would've made you ~$7M in about three months." "Why is this important? The CDS actually represents the structural risk in the United States corporate economy." "So when you see these spreads blowing out, this is actually a very important warning sign." "This is what was the canary in the coal mine for the Great Financial Crisis." "The tariff picture and the recession picture will get played out in this chart." "And I think it's something that folks can and should probably pay tremendous attention to."

Chamath's CDS Bet: Outlining Major Corporate Debt Default Risks "With all of the tariffs, the one thing that we haven't sufficiently talked about is there is a tremendous amount of corporate debt that supports these businesses today." "And you would say, 'Well, if long-term rates go down, there's no real risk.'" "But the tariff picture actually impacts revenues." "And the problem with that is that there's a lot of companies that have debt covenants tied to revenue and EBITDA." "And so this is what I spoke about at the beginning of January, which is, the one risk that is uncontrollable, is what happens to corporate debt and could we see a wave of defaults and a wave of action?" On our 2025 predictions show in January, Chamath Palihapitiya picked credit default swaps as his best-performing asset this year, calling it a long-shot with major upside: " I would be long CDS. I'm buying insurance using credit default swaps. I think that there is a small chance of some volatility next year. I hope it doesn't happen. I hope that this trade loses money. But if it hits, it will be the best-performing asset of 2025." Fast-forward to April: " It has hit. For every billion dollars of risk you would've put on, would have cost you ~$1M, and that million dollars would've made you ~$7M in about three months." "Why is this important? The CDS actually represents the structural risk in the United States corporate economy." "So when you see these spreads blowing out, this is actually a very important warning sign." "This is what was the canary in the coal mine for the Great Financial Crisis." "The tariff picture and the recession picture will get played out in this chart." "And I think it's something that folks can and should probably pay tremendous attention to."

The All-In Podcast

1,102,601 Aufrufe • vor 1 Jahr

Catherine Austin Fitts on the rich being "on the menu" for the digital enslavement grid "I can't tell you how many people who have big stock portfolios think they're fine" "They don't understand they're on the menu" "money that can be taken away from you... is not your money" This clip of Fitts, a former Assistant Secretary of Housing and Urban Development, investment banker, and founder of the Solari Report (The Solari Report | Catherine Austin Fitts), is taken from an episode of the Children's Health Defense (Children’s Health Defense) series Financial Rebellion posted to Rumble on June 4, 2026. ---------------Partial transcription of clip--------------- "I grew up in a world where you could go to Wall street, make a lot of money, and your excess money would protect you from central control. And most people operate under that theory. I can take action in my own life. I can earn enough money financing and building the control grid, and that will give me enough money to protect myself. That is wrong. That used to be true. That is wrong. "And one of the things Carolyn and I got very clear about in 1998 for— on is money that can be taken away from you with a snap of a finger is not your money. "And if we don't have real rights and real powers, then we're all going to be slaves. So this is something that has to get clear in people's minds. I don't care— "I just finished as I described, traveling all over the country. I can't tell you how many people who have big stock portfolios think they're fine. They don't understand they're on the menu, and now is the time to take action to make sure what you worked hard to earn, you get to keep."

Catherine Austin Fitts on the rich being "on the menu" for the digital enslavement grid "I can't tell you how many people who have big stock portfolios think they're fine" "They don't understand they're on the menu" "money that can be taken away from you... is not your money" This clip of Fitts, a former Assistant Secretary of Housing and Urban Development, investment banker, and founder of the Solari Report (The Solari Report | Catherine Austin Fitts), is taken from an episode of the Children's Health Defense (Children’s Health Defense) series Financial Rebellion posted to Rumble on June 4, 2026. ---------------Partial transcription of clip--------------- "I grew up in a world where you could go to Wall street, make a lot of money, and your excess money would protect you from central control. And most people operate under that theory. I can take action in my own life. I can earn enough money financing and building the control grid, and that will give me enough money to protect myself. That is wrong. That used to be true. That is wrong. "And one of the things Carolyn and I got very clear about in 1998 for— on is money that can be taken away from you with a snap of a finger is not your money. "And if we don't have real rights and real powers, then we're all going to be slaves. So this is something that has to get clear in people's minds. I don't care— "I just finished as I described, traveling all over the country. I can't tell you how many people who have big stock portfolios think they're fine. They don't understand they're on the menu, and now is the time to take action to make sure what you worked hard to earn, you get to keep."

Sense Receptor

33,815 Aufrufe • vor 3 Monaten

Matt Damon participated in Howard Zinn's great "The People Speak" series, and read out a great speech by Zinn about the importance of civil disobedience, which is as apt today as when he first wrote it in 1970: "I start from the supposition that the world is topsy-turvy, that things are all wrong, that the wrong people are in jail, and the wrong people are out of jail. That the wrong people are in power, and the wrong people are out of power. I start from the supposition that all we have to do is think about the state of the world today, and realize that things are all upside down. If you don't think, if you listen to TV, read scholarly things, you actually begin to think that things are not so bad. Or that just little things are wrong. But you have to get a little detached, and then come back and look at the world, and you are horrified. So we have to start from that supposition—that things are really topsy-turvy. And our topic is topsy-turvy: civil disobedience. As soon as you say the topic is civil disobedience, you are saying our problem is civil disobedience. That is not our problem…. Our problem is civil obedience. Our problem is the numbers of people all over the world who have obeyed the dictates of the leaders of their government and have gone to war, and millions have been killed because of this obedience. And our problem is that scene in All Quiet on the Western Front where the schoolboys march off dutifully in a line to war. Our problem is that people are obedient all over the world, in the face of poverty and starvation and stupidity, and war and cruelty. Our problem is that people are obedient while the jails are full of petty thieves, and all the while the grand thieves are running the country. That’s our problem."

Matt Damon participated in Howard Zinn's great "The People Speak" series, and read out a great speech by Zinn about the importance of civil disobedience, which is as apt today as when he first wrote it in 1970: "I start from the supposition that the world is topsy-turvy, that things are all wrong, that the wrong people are in jail, and the wrong people are out of jail. That the wrong people are in power, and the wrong people are out of power. I start from the supposition that all we have to do is think about the state of the world today, and realize that things are all upside down. If you don't think, if you listen to TV, read scholarly things, you actually begin to think that things are not so bad. Or that just little things are wrong. But you have to get a little detached, and then come back and look at the world, and you are horrified. So we have to start from that supposition—that things are really topsy-turvy. And our topic is topsy-turvy: civil disobedience. As soon as you say the topic is civil disobedience, you are saying our problem is civil disobedience. That is not our problem…. Our problem is civil obedience. Our problem is the numbers of people all over the world who have obeyed the dictates of the leaders of their government and have gone to war, and millions have been killed because of this obedience. And our problem is that scene in All Quiet on the Western Front where the schoolboys march off dutifully in a line to war. Our problem is that people are obedient all over the world, in the face of poverty and starvation and stupidity, and war and cruelty. Our problem is that people are obedient while the jails are full of petty thieves, and all the while the grand thieves are running the country. That’s our problem."

☀️👀

297,607 Aufrufe • vor 1 Jahr