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Novogratz: Why does capitalism keep beating centrally planned economies? Obsession. "Sam Altman goes to bed every night thinking how he's going to beat senseless Dario and Elon Musk and Mark Zuckerberg and the Google team." That competitive fire is what drives the cutting edge forward. Novogratz saw the same...

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Milk Road

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22,301 Aufrufe • vor 15 Tagen •via X (Twitter)

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Novogratz: The market wants to force Saylor's hand - but they're going to be disappointed. "He can sit and do nothing and be fine. He's not a force seller of Bitcoin anytime soon." "He has plenty of cash to pay his dividends (for a while) and wait." FT Anthony Scaramucci Mike Novogratz All Things Markets SkyBridge.

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Dell is reportedly cutting 14,000 people and every single CEO in America right now is looking at Claude and doing the same math.Mike Novogratz If I don't replace jobs with agents — I'm going to get crushed by someone who does. That's the calculation happening in every boardroom in the country. AI is eating white collar jobs and it's just getting started. Here's my prediction: This becomes THE political issue of 2026 and it will absolutely dominate 2028. What do you think the solution is? 👇🏼

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Mike Novogratz and I are back to discuss all things markets, and wow is there a lot to discuss. Watch on X, YouTube, Spotify, or listen wherever you get your podcasts. Timestamps 0:00 Anthony and Mike Introduction 0:55 Macro outlook: gold, silver, and crypto pullback 2:45 Kevin Warsh pick and the effect of his appointment 8:16 S&P 500 All Time High, Shiller PE market is overvalued 10:12 The Nifty 50, market concentration, and historical parallels 12:44 Hypothetical: Mike Novogratz as Fed Chair in 2026 17:10 Kevin Warsh predictions 20:32 Bitcoin panic calls and the recent crypto selloff 24:35 Crypto PACs, political pressure, and midterm elections 28:15 Why voters don’t understand deficits and entitlement math

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