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Rational Dissent Episode 005. Is Bessent Helping? Available on YT, Spotify, Apple, Overcast, etc. --- Chapters 00:00 - Teaser & Introduction 01:09 - The Treasury's Rough Week 03:13 - Opening the Toolbox: Fed vs. Treasury 08:00 - The TBAC and the Optimal Issuance Mix 11:39 - The Core Issue:...

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Jim Bianco

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71,466 görüntüleme • 27 gün önce •via X (Twitter)

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Rational Dissent Episode 006. Can the Treasury Bully the Bond Market? Financial conditions never tightened and liquidity never left, the Treasury could open its wallet the same week the Fed decides whether to hike. Is it a fool’s errand? Available on YT, Spotify, Apple, Overcast, etc. -- Chapters 00:00 - Introduction and Topic Overview 02:23 - Defining Financial Conditions vs. Liquidity 05:54 - Liquidity and the Fed's Balance Sheet 08:26 - The Role of the Treasury General Account (TGA) 12:48 - Market Liquidity and Inflation Fears 21:51 - Term Premium and Market Risk 24:41 - The "Liz Truss Moment" and Bond Vigilantes 32:26 - Outro
32:48

Rational Dissent Episode 006. Can the Treasury Bully the Bond Market? Financial conditions never tightened and liquidity never left, the Treasury could open its wallet the same week the Fed decides whether to hike. Is it a fool’s errand? Available on YT, Spotify, Apple, Overcast, etc. -- Chapters 00:00 - Introduction and Topic Overview 02:23 - Defining Financial Conditions vs. Liquidity 05:54 - Liquidity and the Fed's Balance Sheet 08:26 - The Role of the Treasury General Account (TGA) 12:48 - Market Liquidity and Inflation Fears 21:51 - Term Premium and Market Risk 24:41 - The "Liz Truss Moment" and Bond Vigilantes 32:26 - Outro

Jim Bianco

108,226 görüntüleme • 19 gün önce

Rational Dissent Episode 004. The State of the Labor Market Available on YT, Spotify, Apple, Overcast, etc. --- Shifting dynamics in the U.S. Labor Market have everyone from the Fed to recent graduates playing on their heels. Chapters 00:00 - Introduction & Labor Market Equilibrium 03:30 - Demographics, Immigration, and Breakeven Rates 13:00 - Data Quality & Measuring Labor Market Speed Limits 17:55 - Youth Unemployment, Demographics, and Degree Selection 28:37 - AI's Real Impact on White-Collar Jobs & Education 33:34 - How the Definition of Work is Evolving
38:54

Rational Dissent Episode 004. The State of the Labor Market Available on YT, Spotify, Apple, Overcast, etc. --- Shifting dynamics in the U.S. Labor Market have everyone from the Fed to recent graduates playing on their heels. Chapters 00:00 - Introduction & Labor Market Equilibrium 03:30 - Demographics, Immigration, and Breakeven Rates 13:00 - Data Quality & Measuring Labor Market Speed Limits 17:55 - Youth Unemployment, Demographics, and Degree Selection 28:37 - AI's Real Impact on White-Collar Jobs & Education 33:34 - How the Definition of Work is Evolving

Jim Bianco

35,912 görüntüleme • 1 ay önce

Episode 2 of Rational Dissent, "This Is Not Your Father Fed." Available on YT, Spotify, Apple, etc. --- 00:00 – The Fed Put & Market Expectation 00:51 – Introduction & "Rational Dissent" Overview 01:22 – FOMC Meeting Recap & Warsh's Agenda 02:30 – Removing Forward Guidance: History & Impact 06:18 – The Risks and Moral Hazard of Forward Guidance 11:15 – Warsh's Vision: Independent Markets Check the Fed 13:36 – The Unintended Consequences of the Fed Put 15:38 – The "Good Family Fight": Dissents & Board Dynamics 18:18 – Historical Perspective on Fed Dissents (Volcker to Present) 25:34 – Reaction Function vs. Forward Guidance 30:30 – Lightning Round: Biggest Risks of Warsh’s Approach 33:41 – Closing Remarks & Wrap-Up
34:09

Episode 2 of Rational Dissent, "This Is Not Your Father Fed." Available on YT, Spotify, Apple, etc. --- 00:00 – The Fed Put & Market Expectation 00:51 – Introduction & "Rational Dissent" Overview 01:22 – FOMC Meeting Recap & Warsh's Agenda 02:30 – Removing Forward Guidance: History & Impact 06:18 – The Risks and Moral Hazard of Forward Guidance 11:15 – Warsh's Vision: Independent Markets Check the Fed 13:36 – The Unintended Consequences of the Fed Put 15:38 – The "Good Family Fight": Dissents & Board Dynamics 18:18 – Historical Perspective on Fed Dissents (Volcker to Present) 25:34 – Reaction Function vs. Forward Guidance 30:30 – Lightning Round: Biggest Risks of Warsh’s Approach 33:41 – Closing Remarks & Wrap-Up

Jim Bianco

134,924 görüntüleme • 1 ay önce

Rational Dissent Episode 007. Are Yields Good Enough To Compete? A yield is only as good as what you compare it to, right now, rates aren't promising enough for investors to want in. Available on YT, Apple, Spotify, Overcast, etc. --- Chapters 00:00 - Introduction 01:46 - Determining the "Right" Level for Interest Rates 05:46 - Price-Sensitive vs. Price-Insensitive Treasury Buyers 12:00 - Comparing Treasuries to Alternatives 16:43 - Term Premium and the Market's Demand for Higher Yields 20:57 - The 4-5-6 Rule and Unrealistic Investor Expectations 24:28 - Will Foreign Central Banks and Price-Insensitive Buyers Return? 28:25 - Lightning Round: Will Bonds Win, or Will Everything Else Lose? 32:24 - Outro and Conclusion
32:40

Rational Dissent Episode 007. Are Yields Good Enough To Compete? A yield is only as good as what you compare it to, right now, rates aren't promising enough for investors to want in. Available on YT, Apple, Spotify, Overcast, etc. --- Chapters 00:00 - Introduction 01:46 - Determining the "Right" Level for Interest Rates 05:46 - Price-Sensitive vs. Price-Insensitive Treasury Buyers 12:00 - Comparing Treasuries to Alternatives 16:43 - Term Premium and the Market's Demand for Higher Yields 20:57 - The 4-5-6 Rule and Unrealistic Investor Expectations 24:28 - Will Foreign Central Banks and Price-Insensitive Buyers Return? 28:25 - Lightning Round: Will Bonds Win, or Will Everything Else Lose? 32:24 - Outro and Conclusion

Jim Bianco

101,062 görüntüleme • 13 gün önce

Rational Dissent Episode 008. One Commodity Cycle or Many? Commodities as an asset class are rarely homogenous. Today, prices are moving together, which either reflects a structural relationship or a set of unrelated drivers arriving at once. Available on YT, Apple, Spotify, Overcast, etc. --- Chapters 00:00 - Introduction & The Commodity Rally 02:25 - How Commodity Total Return is Calculated 06:02 - The Structural Case for "Easy Money" 13:03 - Supply Disruption Drivers in Energy Markets 16:46 - The "Sovereignty Premium" & Central Bank Gold Buying 23:28 - Debating the Multi-Factor Reality Behind Commodities 31:46 - Closing Question: How Should the Fed Respond to Structural Commodity Shocks?
35:58

Rational Dissent Episode 008. One Commodity Cycle or Many? Commodities as an asset class are rarely homogenous. Today, prices are moving together, which either reflects a structural relationship or a set of unrelated drivers arriving at once. Available on YT, Apple, Spotify, Overcast, etc. --- Chapters 00:00 - Introduction & The Commodity Rally 02:25 - How Commodity Total Return is Calculated 06:02 - The Structural Case for "Easy Money" 13:03 - Supply Disruption Drivers in Energy Markets 16:46 - The "Sovereignty Premium" & Central Bank Gold Buying 23:28 - Debating the Multi-Factor Reality Behind Commodities 31:46 - Closing Question: How Should the Fed Respond to Structural Commodity Shocks?

Jim Bianco

78,375 görüntüleme • 6 gün önce

It's here: my new podcast, Rational Dissent Episode 001, "Why Do Investors Expect So Much?" Available on YT, Spotify, Apple, etc. --- Investors have become accustomed to stocks returning double digits year after year. Is that the new normal? What should investors expect? Timestamps: 00:00 - Introduction to Rational Dissent 00:32 - Welcome & Market Returns Overview 02:22 - CapEx vs. Cash Flow: The 3-in-1 Tech Supercycle 06:43 - S&P Concentration: A Two-Asset Class Market 09:16 - Valuation Breakdown: The Shiller CAPE Ratio 11:38 - Explaining the 4-5-6 Market Model 17:51 - Retail Sentiment, Bubble Behavior & Software Spending 26:09 - TIPS & Long-Term Real Return Opportunities 28:13 - Lightning Round: AI's Long-Run Sector Comparable 32:42 - Closing Remarks
33:17

It's here: my new podcast, Rational Dissent Episode 001, "Why Do Investors Expect So Much?" Available on YT, Spotify, Apple, etc. --- Investors have become accustomed to stocks returning double digits year after year. Is that the new normal? What should investors expect? Timestamps: 00:00 - Introduction to Rational Dissent 00:32 - Welcome & Market Returns Overview 02:22 - CapEx vs. Cash Flow: The 3-in-1 Tech Supercycle 06:43 - S&P Concentration: A Two-Asset Class Market 09:16 - Valuation Breakdown: The Shiller CAPE Ratio 11:38 - Explaining the 4-5-6 Market Model 17:51 - Retail Sentiment, Bubble Behavior & Software Spending 26:09 - TIPS & Long-Term Real Return Opportunities 28:13 - Lightning Round: AI's Long-Run Sector Comparable 32:42 - Closing Remarks

Jim Bianco

106,296 görüntüleme • 1 ay önce

New episode with Yano 🟪 & Mippo 🟪 out now! We discuss: - The Blockworks rebrand - Bringing capital markets onchain - Disclosure frameworks - And more! Timestamps: 00:00 Introduction 02:10 The Current State of Crypto 07:08 Crypto’s Trust Problem 09:12 Blockworks’ Solution 12:02 The Data Behind Tokens 17:11 Blockworks’ Evolution 25:00 Issues With Tokens 35:25 The Blockworks Rebrand 39:45 Crypto Sentiment 43:51 Closing Comments
45:01

New episode with Yano 🟪 & Mippo 🟪 out now! We discuss: - The Blockworks rebrand - Bringing capital markets onchain - Disclosure frameworks - And more! Timestamps: 00:00 Introduction 02:10 The Current State of Crypto 07:08 Crypto’s Trust Problem 09:12 Blockworks’ Solution 12:02 The Data Behind Tokens 17:11 Blockworks’ Evolution 25:00 Issues With Tokens 35:25 The Blockworks Rebrand 39:45 Crypto Sentiment 43:51 Closing Comments

Empire 🟪

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ICYMI, Weekly Roundup out now! 🔥 We discuss: - The biggest takeaways from the Fed Minutes (QT ending?) - Bessent’s remarks on Treasury issuance and inflation - The near-term liquidity picture - The limited upside in crypto right now, and more! Timestamps: 00:00 Introduction 01:33 FOMC Meeting Minutes 06:29 Fed's Balance Sheet and Treasury Purchases 16:20 Skale Ad 16:42 Fed's Balance Sheet and Treasury Purchases (Con't) 20:15 Inflation Data and Fed's Perspective 22:41 Skale Ad 23:12 Liquidity Concerns and QT 27:07 Inflation and Economic Growth 29:11 Oil & Global Energy Policies 32:21 Microsoft CEO's Take on AI and CapEx 33:43 Yen & DAX 38:09 Crypto Market Update 45:02 Final Thoughts Quinn Thompson fejau Links below 👇
48:19

ICYMI, Weekly Roundup out now! 🔥 We discuss: - The biggest takeaways from the Fed Minutes (QT ending?) - Bessent’s remarks on Treasury issuance and inflation - The near-term liquidity picture - The limited upside in crypto right now, and more! Timestamps: 00:00 Introduction 01:33 FOMC Meeting Minutes 06:29 Fed's Balance Sheet and Treasury Purchases 16:20 Skale Ad 16:42 Fed's Balance Sheet and Treasury Purchases (Con't) 20:15 Inflation Data and Fed's Perspective 22:41 Skale Ad 23:12 Liquidity Concerns and QT 27:07 Inflation and Economic Growth 29:11 Oil & Global Energy Policies 32:21 Microsoft CEO's Take on AI and CapEx 33:43 Yen & DAX 38:09 Crypto Market Update 45:02 Final Thoughts Quinn Thompson fejau Links below 👇

Forward Guidance

49,234 görüntüleme • 1 yıl önce

Introducing my Fibonacci Masterclass. Everything I know about the Fibonacci tool for charting stocks, in one video. Arguably the most elaborate Fibonacci Retracement video on the internet. Don't miss it. Available in 4K 60fps. Timestamps: 00:00 – Introduction 00:50 – Numbers 03:07 – Retracement vs Extension 04:01 – Linear vs Log 06:03 – Creating a Template 13:00 – Drawing Fibs Correctly 23:35 – Profit-taking Using Extensions 29:29 – Confluence Stacking 37:00 – Closing If this helps you, please share it with a friend and follow for more.
38:41

Introducing my Fibonacci Masterclass. Everything I know about the Fibonacci tool for charting stocks, in one video. Arguably the most elaborate Fibonacci Retracement video on the internet. Don't miss it. Available in 4K 60fps. Timestamps: 00:00 – Introduction 00:50 – Numbers 03:07 – Retracement vs Extension 04:01 – Linear vs Log 06:03 – Creating a Template 13:00 – Drawing Fibs Correctly 23:35 – Profit-taking Using Extensions 29:29 – Confluence Stacking 37:00 – Closing If this helps you, please share it with a friend and follow for more.

xenomecha

22,693 görüntüleme • 25 gün önce

The full Threadguy x CZ interview 00:00:00 - Being more active on twitter 00:01:10 - Viral Hyperliquid Jeff tweet & missed meeting 00:03:40 - Life after Binance & finding purpose 00:10:20 - Lessons from jail & shifting priorities 00:12:50 - State of Crypto & onchain culture 00:17:40 - BNB Chain vs Solana 00:23:40 - View on memecoins 00:29:00 - The rise of Chinese memecoins 00:32:50 - Meme Rush confusion 00:39:00 - Hyperliquid vs Aster 00:46:45 - How DEXs can compete with CEXs 00:50:20 - Going all-in on Bitcoin 00:57:00 - Advice for young builders 01:01:20 - Future of Crypto media & closing thoughts
1:04:05

The full Threadguy x CZ interview 00:00:00 - Being more active on twitter 00:01:10 - Viral Hyperliquid Jeff tweet & missed meeting 00:03:40 - Life after Binance & finding purpose 00:10:20 - Lessons from jail & shifting priorities 00:12:50 - State of Crypto & onchain culture 00:17:40 - BNB Chain vs Solana 00:23:40 - View on memecoins 00:29:00 - The rise of Chinese memecoins 00:32:50 - Meme Rush confusion 00:39:00 - Hyperliquid vs Aster 00:46:45 - How DEXs can compete with CEXs 00:50:20 - Going all-in on Bitcoin 00:57:00 - Advice for young builders 01:01:20 - Future of Crypto media & closing thoughts

Counterparty

140,314 görüntüleme • 11 ay önce

🚨🎬 Don't miss out on exclusive insights from Tomasz K. Stańczak and the Ethereum Foundation on recent changes to the protocol, responses to criticism, and their plans for the future of Ethereum. Chapters: 00:00 Defiant Intro 00:07 Episode Teaser 01:24 Hero Quote 01:35 Introduction to Tomasz Stańczak, Co-Executive Director of the Ethereum Foundation 03:18 Community Criticism and Foundation Response 06:45 Strategic Actions by the Ethereum Foundation 09:39 Building a Supportive Ecosystem for Developers 13:50 The strengths of Ethereum as a Network 17:17 Scaling Ethereum: L1 and L2 Dynamics 20:55 The One Trillion Security Initiative 23:00 Specific Milestones in the Short Term 25:53 Navigating the Tension: World Computer vs. Store of Value 29:15 Ethereum as a Global Economy 30:43 Will Solana Become An Ethereum L2? 32:43 User Priorities: Decentralization vs. Usability 37:02 Treasury Management and ETH Sales 36:55 The Role of Stablecoins in Ethereum's Future 39:55 The Impact of Ethereum Foundation's DeFi Allocations 42:00 Guiding DeFi Protocols Towards Security and Decentralization 51:10 The Future of Ethereum: Use Cases and Community Expectations 54:50 Upcoming Milestones for Ethereum 56:50 Closing Remarks Watch here:
57:28

🚨🎬 Don't miss out on exclusive insights from Tomasz K. Stańczak and the Ethereum Foundation on recent changes to the protocol, responses to criticism, and their plans for the future of Ethereum. Chapters: 00:00 Defiant Intro 00:07 Episode Teaser 01:24 Hero Quote 01:35 Introduction to Tomasz Stańczak, Co-Executive Director of the Ethereum Foundation 03:18 Community Criticism and Foundation Response 06:45 Strategic Actions by the Ethereum Foundation 09:39 Building a Supportive Ecosystem for Developers 13:50 The strengths of Ethereum as a Network 17:17 Scaling Ethereum: L1 and L2 Dynamics 20:55 The One Trillion Security Initiative 23:00 Specific Milestones in the Short Term 25:53 Navigating the Tension: World Computer vs. Store of Value 29:15 Ethereum as a Global Economy 30:43 Will Solana Become An Ethereum L2? 32:43 User Priorities: Decentralization vs. Usability 37:02 Treasury Management and ETH Sales 36:55 The Role of Stablecoins in Ethereum's Future 39:55 The Impact of Ethereum Foundation's DeFi Allocations 42:00 Guiding DeFi Protocols Towards Security and Decentralization 51:10 The Future of Ethereum: Use Cases and Community Expectations 54:50 Upcoming Milestones for Ethereum 56:50 Closing Remarks Watch here:

The Defiant

44,865 görüntüleme • 1 yıl önce

Bret Weinstein, Viva Frei and Jimmy Dore tangle over who shot Charlie Kirk, and how. 00:00:00 Three people, three positions, one killing 00:01:16 Sponsor: SaunaSpace 00:03:39 Sponsor: MUD\WTR 00:05:27 Where each of us has landed as of today 00:05:47 Viva Frei: it was a bullet from the Losee roof 00:08:41 Jimmy Dore: the case for a cover-up 00:16:41 When a Question Becomes an Accusation 00:18:15 Morality as a Substitute for Argument 00:21:27 Sponsor: Helix 00:22:42 A Biologist's Toolkit 00:25:35 George Zinn and the Reflex to Confess 00:29:42 Paving the Courtyard 00:38:11 The Exploding Microphone 00:45:09 Joe Kent Says He Was Stopped 00:46:50 The Mic That Should Have Recorded It 00:52:58 O'Neill, the Hamptons, and 39 Minutes 00:57:28 "You Don't Have an FBI" 00:59:26 Butler and the Roof Nobody Covered 01:06:27 Harpole, Shawn Ryan, and the Drones 01:11:48 The Prosecutor's Fallacy 01:15:29 Drones and a Plane at 200 Feet 01:22:06 Foreign Nexus, or Domestic 01:29:07 Retroactive Continuity 01:33:21 What Ballistics Can and Cannot Show 01:38:10 A Potemkin Explanation 01:44:14 TPUSA After Charlie 01:49:20 Iran, Motive, and What Charlie Opposed 01:51:26 "Who I Fear Is the People..." 01:56:31 A Nation, or Whatever Controls It 02:00:43 The Phone, the Necklace, the Car 02:04:39 The Emergency Cleanup Order 02:07:20 When No Answer Will Be Believed 02:09:34 Conspiracy Psychosis 02:10:47 Closing Thoughts
2:11:24

Bret Weinstein, Viva Frei and Jimmy Dore tangle over who shot Charlie Kirk, and how. 00:00:00 Three people, three positions, one killing 00:01:16 Sponsor: SaunaSpace 00:03:39 Sponsor: MUD\WTR 00:05:27 Where each of us has landed as of today 00:05:47 Viva Frei: it was a bullet from the Losee roof 00:08:41 Jimmy Dore: the case for a cover-up 00:16:41 When a Question Becomes an Accusation 00:18:15 Morality as a Substitute for Argument 00:21:27 Sponsor: Helix 00:22:42 A Biologist's Toolkit 00:25:35 George Zinn and the Reflex to Confess 00:29:42 Paving the Courtyard 00:38:11 The Exploding Microphone 00:45:09 Joe Kent Says He Was Stopped 00:46:50 The Mic That Should Have Recorded It 00:52:58 O'Neill, the Hamptons, and 39 Minutes 00:57:28 "You Don't Have an FBI" 00:59:26 Butler and the Roof Nobody Covered 01:06:27 Harpole, Shawn Ryan, and the Drones 01:11:48 The Prosecutor's Fallacy 01:15:29 Drones and a Plane at 200 Feet 01:22:06 Foreign Nexus, or Domestic 01:29:07 Retroactive Continuity 01:33:21 What Ballistics Can and Cannot Show 01:38:10 A Potemkin Explanation 01:44:14 TPUSA After Charlie 01:49:20 Iran, Motive, and What Charlie Opposed 01:51:26 "Who I Fear Is the People..." 01:56:31 A Nation, or Whatever Controls It 02:00:43 The Phone, the Necklace, the Car 02:04:39 The Emergency Cleanup Order 02:07:20 When No Answer Will Be Believed 02:09:34 Conspiracy Psychosis 02:10:47 Closing Thoughts

Bret Weinstein

326,670 görüntüleme • 25 gün önce

Podcast with Andrew Tate got age-restricted on YT, so posting our full, uncensored episode on X. Chapters: 00:00 - Introduction 02:30 - Tate’s Return to the U.S. 10:15 - Facing Legal Battles in Romania & Florida 18:40 - Political Targeting of Masculine Men 25:00 - Media’s Role in Public Perception 35:45 - Florida’s Attorney General vs. Tate 45:20 - Freedom, Power & Censorship 55:00 - Tate’s Thoughts on the Future 01:05:30 - Media Lies & Public Perception 01:20:45 - How Masculinity is Under Attack 01:35:15 - The Role of Government in Censorship 01:50:30 - Tate on Economic & Social Decline 02:05:00 - Personal Resilience & Overcoming Adversity 02:20:15 - Inside the Political Power Struggles 02:35:30 - Media Influence & Controlling the Narrative 02:50:00 - The Future of American Leadership 03:05:45 - Tate on Legacy & What Comes Next 03:20:00 - Final Thoughts & Closing Remarks
3:38:57

Podcast with Andrew Tate got age-restricted on YT, so posting our full, uncensored episode on X. Chapters: 00:00 - Introduction 02:30 - Tate’s Return to the U.S. 10:15 - Facing Legal Battles in Romania & Florida 18:40 - Political Targeting of Masculine Men 25:00 - Media’s Role in Public Perception 35:45 - Florida’s Attorney General vs. Tate 45:20 - Freedom, Power & Censorship 55:00 - Tate’s Thoughts on the Future 01:05:30 - Media Lies & Public Perception 01:20:45 - How Masculinity is Under Attack 01:35:15 - The Role of Government in Censorship 01:50:30 - Tate on Economic & Social Decline 02:05:00 - Personal Resilience & Overcoming Adversity 02:20:15 - Inside the Political Power Struggles 02:35:30 - Media Influence & Controlling the Narrative 02:50:00 - The Future of American Leadership 03:05:45 - Tate on Legacy & What Comes Next 03:20:00 - Final Thoughts & Closing Remarks

Sean Mike Kelly

5,591,268 görüntüleme • 1 yıl önce

It's brain versus AI time. Here's our full episode with Sebastian Seung. He's started a new company to reverse engineer the brain and master the intelligence created by nature with the hopes of informing the intelligence we've created with machines. Sebastian has done pioneering AI and neuroscience work and is now blending the two to make a digital brain. Mostly, he's fun to listen to. The Core Memory podcast is made by possible by the intelligent finance powerhouse Brex and the people who back the biggest ideas @e1ventures. Timestamps 00:00:00 - Intro 00:01:42 - Who is Sebastian Seung? 00:03:23 - What is a Connectome? 00:07:08 - The Connectome Winter 00:09:08 - Diamond Knives & AI 00:12:10 - When Will We Map the Human Brain? 00:18:09 - The "Brain Crystal" & Visual Neurons 00:26:31 - New Startup 00:33:55 - Simulating a Mind in Software 00:37:40 - Biology vs. Nvidia 00:44:04 - Is AI a Religious Quest? 00:50:05 - Mind Uploading & Transhumanism 00:59:26 - Brain-Computer Interfaces 01:06:41 - From Physics to Neuroscience 01:12:22 - Will Uploads Be Conscious? 01:19:37 - Neuromorphic Chips & Future Robotics
1:28:39

It's brain versus AI time. Here's our full episode with Sebastian Seung. He's started a new company to reverse engineer the brain and master the intelligence created by nature with the hopes of informing the intelligence we've created with machines. Sebastian has done pioneering AI and neuroscience work and is now blending the two to make a digital brain. Mostly, he's fun to listen to. The Core Memory podcast is made by possible by the intelligent finance powerhouse Brex and the people who back the biggest ideas @e1ventures. Timestamps 00:00:00 - Intro 00:01:42 - Who is Sebastian Seung? 00:03:23 - What is a Connectome? 00:07:08 - The Connectome Winter 00:09:08 - Diamond Knives & AI 00:12:10 - When Will We Map the Human Brain? 00:18:09 - The "Brain Crystal" & Visual Neurons 00:26:31 - New Startup 00:33:55 - Simulating a Mind in Software 00:37:40 - Biology vs. Nvidia 00:44:04 - Is AI a Religious Quest? 00:50:05 - Mind Uploading & Transhumanism 00:59:26 - Brain-Computer Interfaces 01:06:41 - From Physics to Neuroscience 01:12:22 - Will Uploads Be Conscious? 01:19:37 - Neuromorphic Chips & Future Robotics

Ashlee Vance

39,238 görüntüleme • 9 ay önce

Ethereum’s Institutional Era Has Arrived Sharplink CEO Joseph Chalom joins Gareth Jenkinson at Consensus to explain why SharpLink has taken an institutional-first approach to Ethereum treasury management, and why he believes ETH is uniquely positioned for the next phase of tokenization and onchain finance. OUTLINE 00:00 - Introduction 00:51 - Ethereum Treasury Companies 02:25 - SharpLink vs BitMine 04:25 - Ethereum vs Bitcoin 06:14 - Managing Volatility 07:55 - BlackRock and Tokenization 10:00 - The Future of Finance 10:59 - Geopolitical Risk 12:08 - Ethereum’s Long-Term Value 13:09 - Closing Thoughts
13:35

Ethereum’s Institutional Era Has Arrived Sharplink CEO Joseph Chalom joins Gareth Jenkinson at Consensus to explain why SharpLink has taken an institutional-first approach to Ethereum treasury management, and why he believes ETH is uniquely positioned for the next phase of tokenization and onchain finance. OUTLINE 00:00 - Introduction 00:51 - Ethereum Treasury Companies 02:25 - SharpLink vs BitMine 04:25 - Ethereum vs Bitcoin 06:14 - Managing Volatility 07:55 - BlackRock and Tokenization 10:00 - The Future of Finance 10:59 - Geopolitical Risk 12:08 - Ethereum’s Long-Term Value 13:09 - Closing Thoughts

The Block

19,040 görüntüleme • 4 ay önce

NEW: Bret Weinstein's Inside Rail on DarkHorse features Nina Teicholz (Nina Teicholz, PhD) discussing the topic of seed oils. 00:00:00 Welcome Nina Teicholz to DarkHorse 00:09:16 Defining Trans Fats 00:19:34 The History of Replacing Animal Fats in American Kitchens 00:29:35 Eat Mostly Plants? 00:34:26 The Nutrition Transition & Heart Disease 00:43:44 The American Heart Association 00:46:00 Why Did Americans Switch to Seed Oils? 00:54:57 Oxidation vs. Smoke point 01:02:00 Clinical Trials Associating Seed Oils with Cancer 01:05:58 Where is the Research on Seed Oils? 01:10:37 Big Food Companies’ Influence on Nutrition 01:16:40 The Problems with Nutrition Studies 01:22:03 Enormous Studies on Saturated Fats: “The Golden Age of Nutrition Research” 01:28:30 The Outcome of Going Against the Prevailing Wisdom 01:35:00 The Question Is: Who is Really Pulling the Strings Here? 01:36:45 Bret Weinstein Thinks You Should Start with This Question 01:39:17 The Low Carb & Ketogenic Diets 01:42:49 Public vs. Private Opinions & The Vegan Diet 01:54:59 Government Policy Has Created the Obesity Epidemic 01:57:26 Take Action: How to Restore Your Health 02:04:36 Closing with Nina Teicholz
2:05:54

NEW: Bret Weinstein's Inside Rail on DarkHorse features Nina Teicholz (Nina Teicholz, PhD) discussing the topic of seed oils. 00:00:00 Welcome Nina Teicholz to DarkHorse 00:09:16 Defining Trans Fats 00:19:34 The History of Replacing Animal Fats in American Kitchens 00:29:35 Eat Mostly Plants? 00:34:26 The Nutrition Transition & Heart Disease 00:43:44 The American Heart Association 00:46:00 Why Did Americans Switch to Seed Oils? 00:54:57 Oxidation vs. Smoke point 01:02:00 Clinical Trials Associating Seed Oils with Cancer 01:05:58 Where is the Research on Seed Oils? 01:10:37 Big Food Companies’ Influence on Nutrition 01:16:40 The Problems with Nutrition Studies 01:22:03 Enormous Studies on Saturated Fats: “The Golden Age of Nutrition Research” 01:28:30 The Outcome of Going Against the Prevailing Wisdom 01:35:00 The Question Is: Who is Really Pulling the Strings Here? 01:36:45 Bret Weinstein Thinks You Should Start with This Question 01:39:17 The Low Carb & Ketogenic Diets 01:42:49 Public vs. Private Opinions & The Vegan Diet 01:54:59 Government Policy Has Created the Obesity Epidemic 01:57:26 Take Action: How to Restore Your Health 02:04:36 Closing with Nina Teicholz

The DarkHorse Podcast

16,207 görüntüleme • 11 ay önce

I spoke with Jordi Visser this week on why the stock market keeps hitting all-time highs, the AI-driven semiconductor supercycle, why software is losing to chips and power names, where bitcoin fits into the macro picture, the rise of tokenization, and how to think about inflation and the Fed. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 0:53 - Why the stock market keeps hitting all-time highs 4:37 - AI vs. software (who's winning & who's losing) 11:28 - Is this a bubble? Demand vs. supply dynamics 13:00 - Why crypto is lagging the AI trade & bitcoin setup 17:22 - The industrial revolution thesis & why stocks won't stop 20:40 - Inflation, the Fed & politics 32:00 - How to use AI to get ahead 33:08 - The compute cost problem & AI model wars 48:13 - Retail vs. institutional investors — who has the edge 50:39 - Where to find Jordi's work
52:44

I spoke with Jordi Visser this week on why the stock market keeps hitting all-time highs, the AI-driven semiconductor supercycle, why software is losing to chips and power names, where bitcoin fits into the macro picture, the rise of tokenization, and how to think about inflation and the Fed. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 0:53 - Why the stock market keeps hitting all-time highs 4:37 - AI vs. software (who's winning & who's losing) 11:28 - Is this a bubble? Demand vs. supply dynamics 13:00 - Why crypto is lagging the AI trade & bitcoin setup 17:22 - The industrial revolution thesis & why stocks won't stop 20:40 - Inflation, the Fed & politics 32:00 - How to use AI to get ahead 33:08 - The compute cost problem & AI model wars 48:13 - Retail vs. institutional investors — who has the edge 50:39 - Where to find Jordi's work

Anthony Pompliano 🌪

32,389 görüntüleme • 4 ay önce

New episode of This Week in AI is live @jason sits down with Tanay Kothari (Wispr Flow) and Richard Socher ( to break down the AI doom post that crashed markets, how to build an AI-first team, and why the agent era is already here. 00:00:00 - Welcome & Guest Introductions 00:09:32 - The Citrini doom post explained 00:14:28 - Why it's completely wrong 00:26:18 - Open source vs. closed models 00:38:05 - Building AI-first teams 00:43:42 - From 200 support agents to 4 00:50:34 - Producer Oliver's OpenClaw demo 01:16:29 - Apple on-shoring & the Taiwan chip risk 🎥 Watch the full episode here 👇
1:28:08

New episode of This Week in AI is live @jason sits down with Tanay Kothari (Wispr Flow) and Richard Socher ( to break down the AI doom post that crashed markets, how to build an AI-first team, and why the agent era is already here. 00:00:00 - Welcome & Guest Introductions 00:09:32 - The Citrini doom post explained 00:14:28 - Why it's completely wrong 00:26:18 - Open source vs. closed models 00:38:05 - Building AI-first teams 00:43:42 - From 200 support agents to 4 00:50:34 - Producer Oliver's OpenClaw demo 01:16:29 - Apple on-shoring & the Taiwan chip risk 🎥 Watch the full episode here 👇

This Week in AI

11,116 görüntüleme • 6 ay önce