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SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity -- SpaceX IPO: The biggest ever (by far!) -- The economic opportunity of space -- Incoming 2026 IPO explosion, the race to get out -- Iran War costs, fertilizer crisis, downstream impacts, messaging problems -- Quantum Bitcoin hack...

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The All-In Podcast

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232,219 görüntüleme • 5 ay önce •via X (Twitter)

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SpaceX IPO: Everything You Need To Know! • Deep Dive Into SpaceX IPO Prospectus (S-1) Timestamps: 0:00 Elon Musk Explains INSANE SpaceX Opportunity Ahead of IPO 7:05 SpaceX IPO: Space/Launch Highlights & Timeline 8:17 SpaceX IPO: Connectivity (Starlink) Highlights & Timeline 9:32 SpaceX IPO: AI (xAI) Highlights & Timeline 10:06 The SpaceX Mission & 3 Pillars (Space, Connectivity, AI) 19:14 Recap: Why SpaceX Has NO Competition & ALL The Leverage 21:04 The Numbers: SpaceX TAM, Revenue, Growth etc 24:45 INSANE Deal Disclosed: Anthropic To Pay SpaceX Almost $50 BILLION For AI Compute?!?!? WHAT THE 28:05 Elon Musk’s Voting POWER In SpaceX After IPO (GREAT NEWS) 29:00 SpaceX & Tesla: Collaborations, Partnerships, Terafab, Macrohard And MORE 32:53 How To Secure SpaceX Stock Before IPO (how to “lock in” the IPO price on shares)
37:24

SpaceX IPO: Everything You Need To Know! • Deep Dive Into SpaceX IPO Prospectus (S-1) Timestamps: 0:00 Elon Musk Explains INSANE SpaceX Opportunity Ahead of IPO 7:05 SpaceX IPO: Space/Launch Highlights & Timeline 8:17 SpaceX IPO: Connectivity (Starlink) Highlights & Timeline 9:32 SpaceX IPO: AI (xAI) Highlights & Timeline 10:06 The SpaceX Mission & 3 Pillars (Space, Connectivity, AI) 19:14 Recap: Why SpaceX Has NO Competition & ALL The Leverage 21:04 The Numbers: SpaceX TAM, Revenue, Growth etc 24:45 INSANE Deal Disclosed: Anthropic To Pay SpaceX Almost $50 BILLION For AI Compute?!?!? WHAT THE 28:05 Elon Musk’s Voting POWER In SpaceX After IPO (GREAT NEWS) 29:00 SpaceX & Tesla: Collaborations, Partnerships, Terafab, Macrohard And MORE 32:53 How To Secure SpaceX Stock Before IPO (how to “lock in” the IPO price on shares)

stevenmarkryan

12,303 görüntüleme • 4 ay önce

🚨EMERGENCY EPISODE 🚨 What does the escalation in Iran mean for markets? Mike Novogratz and I discuss: -How to trade in a war situation like Iran? -What can we learn historically about the war in Iran? -Job numbers outperformed expectations -SpaceX IPO most expensive in history?! -Quantum threat to Bitcoin? and more. Watch on X and YouTube. Link in comment 👇🏼 Timestamps 0:00 Mooch & Novo are back! 1:05 Jobs numbers outperformed expectations 4:33 Odds of recession by the end of 2026? 5:34 Fear greed index is a 9, is this troubling? 7:10 The resilience of Bitcoin 8:57 Is there any reason to be optimistic? 11:32 Can we get out of this without secularization of Iran? 13:24 What can we learn historically about the Iranian situation? 14:30 How do you trade in a situation like this? 17:01 What does this situation do to markets? 19:37 Trade Ideas: Defense, Airlines, Gold, Treasuries 26:43 SpaceX IPO: $2T Valuation & Market Top Signal 29:52 Quantum threat to Bitcoin? 30:58 Final Thoughts: Inflation, Politics & Market Outlook
32:24

🚨EMERGENCY EPISODE 🚨 What does the escalation in Iran mean for markets? Mike Novogratz and I discuss: -How to trade in a war situation like Iran? -What can we learn historically about the war in Iran? -Job numbers outperformed expectations -SpaceX IPO most expensive in history?! -Quantum threat to Bitcoin? and more. Watch on X and YouTube. Link in comment 👇🏼 Timestamps 0:00 Mooch & Novo are back! 1:05 Jobs numbers outperformed expectations 4:33 Odds of recession by the end of 2026? 5:34 Fear greed index is a 9, is this troubling? 7:10 The resilience of Bitcoin 8:57 Is there any reason to be optimistic? 11:32 Can we get out of this without secularization of Iran? 13:24 What can we learn historically about the Iranian situation? 14:30 How do you trade in a situation like this? 17:01 What does this situation do to markets? 19:37 Trade Ideas: Defense, Airlines, Gold, Treasuries 26:43 SpaceX IPO: $2T Valuation & Market Top Signal 29:52 Quantum threat to Bitcoin? 30:58 Final Thoughts: Inflation, Politics & Market Outlook

Anthony Scaramucci

37,857 görüntüleme • 5 ay önce

POD UP! 🚨 Besties are back to discuss: -- SpaceX's record IPO, Cursor deal, and the first trillionaire -- The modern politburo and the new oligarchy (david friedberg cooks) -- Behind the scenes of the Anthropic Fable ban -- Iran War peace deal (0:00) Bestie intros! (2:41) The New Oligarchs, America's incoming politburo, and learned helplessness (14:18) SpaceX's record breaking IPO, $60B Cursor acquisition, and the trillionaire reactions (33:34) Behind the scenes of the Anthropic Fable ban (1:01:18) Claude psychoanalyzes its creator, Dario Amodei (1:14:31) Iran War MOU and the market impact
1:24:29

POD UP! 🚨 Besties are back to discuss: -- SpaceX's record IPO, Cursor deal, and the first trillionaire -- The modern politburo and the new oligarchy (david friedberg cooks) -- Behind the scenes of the Anthropic Fable ban -- Iran War peace deal (0:00) Bestie intros! (2:41) The New Oligarchs, America's incoming politburo, and learned helplessness (14:18) SpaceX's record breaking IPO, $60B Cursor acquisition, and the trillionaire reactions (33:34) Behind the scenes of the Anthropic Fable ban (1:01:18) Claude psychoanalyzes its creator, Dario Amodei (1:14:31) Iran War MOU and the market impact

The All-In Podcast

817,211 görüntüleme • 3 ay önce

How to value SpaceX ahead of the IPO 🚀 with Larry Goldberg 🎙️⚡️ $1.5T Valuation proposed ~$20B in 2025 revenue (launch+starlink) Starlink V3 enables $100Bs rev potential Datacenters in Space not material til 2030ish Huge CAPEX requirements Everything enabled by Starship success Do you think $1.5T is over or under priced for the SpaceX IP? 0:00 SpaceX IPO at $1.5T Valuation 2:49 Starship Enables New Businesses 4:08 Starlink’s Military Potential & Strategic Value 5:54 New Satellites From Starlink Are Gamechangers 7:25 AI Datacenters In Space 11:48 Elon Musk’s Focus on Tesla’s AI Chips 13:09 When Does SpaceX Profit From Datacenters in Space 14:17 Will Datacenters In Space Work? 16:33 Everything Relies On Starship’s Success 18:48 SpaceX IPO: Under or Overpriced?
21:08

How to value SpaceX ahead of the IPO 🚀 with Larry Goldberg 🎙️⚡️ $1.5T Valuation proposed ~$20B in 2025 revenue (launch+starlink) Starlink V3 enables $100Bs rev potential Datacenters in Space not material til 2030ish Huge CAPEX requirements Everything enabled by Starship success Do you think $1.5T is over or under priced for the SpaceX IP? 0:00 SpaceX IPO at $1.5T Valuation 2:49 Starship Enables New Businesses 4:08 Starlink’s Military Potential & Strategic Value 5:54 New Satellites From Starlink Are Gamechangers 7:25 AI Datacenters In Space 11:48 Elon Musk’s Focus on Tesla’s AI Chips 13:09 When Does SpaceX Profit From Datacenters in Space 14:17 Will Datacenters In Space Work? 16:33 Everything Relies On Starship’s Success 18:48 SpaceX IPO: Under or Overpriced?

Gali

56,894 görüntüleme • 9 ay önce

I sat down with Morgan Brennan to discuss: - the SpaceX IPO - rise of defense tech - America's re-industrialization movement - White House investing like a PE firm - why spectrum is hottest commodity in AI arms race YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:51 - SpaceX IPO breakdown & what investors need to know 7:31 - Government & private enterprise: navigating regulation 10:03 - SpaceX wealth creation & the constellation of startups it spawned 14:04 - Peter Thiel's outsized impact on national defense 16:48 - Re-industrialization & tariffs 22:09 - How America's re-industrial movement is taking root 27:01 - White House asset management & allocating capital 35:18 - JPMorgan, private capital & the pro-America shift 38:41 - Iran, markets & the economic outlook 44:08 - Defense tech: who can build it AND sell it 51:38 - Spectrum: the hottest commodity in the AI arms race 53:34 - Starlink, launch costs & the satellite boom 56:19 - Can public markets absorb the IPO wave?
1:00:47

I sat down with Morgan Brennan to discuss: - the SpaceX IPO - rise of defense tech - America's re-industrialization movement - White House investing like a PE firm - why spectrum is hottest commodity in AI arms race YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:51 - SpaceX IPO breakdown & what investors need to know 7:31 - Government & private enterprise: navigating regulation 10:03 - SpaceX wealth creation & the constellation of startups it spawned 14:04 - Peter Thiel's outsized impact on national defense 16:48 - Re-industrialization & tariffs 22:09 - How America's re-industrial movement is taking root 27:01 - White House asset management & allocating capital 35:18 - JPMorgan, private capital & the pro-America shift 38:41 - Iran, markets & the economic outlook 44:08 - Defense tech: who can build it AND sell it 51:38 - Spectrum: the hottest commodity in the AI arms race 53:34 - Starlink, launch costs & the satellite boom 56:19 - Can public markets absorb the IPO wave?

Anthony Pompliano 🌪

207,280 görüntüleme • 4 ay önce

I sat down with Jordi Visser to discuss the SpaceX IPO, orbital data centers, and the critical minerals powering the AI buildout. We also discuss the AI model wars, why Jordi thinks Sam Altman won't be running OpenAI within a year, and how the New York Knicks playoff run connects to the future of crypto and blockchain in a world of AI and deep fakes. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:00 - SpaceX IPO, Elon & orbital data centers 12:15 - Critical minerals & the AI supply chain 18:55 - American industrial sovereignty & critical chemicals 22:36 - AI model cost crisis & who wins the model war 37:10 - Knicks NBA Finals & the case for crypto in an AI world 47:48 - Jeff Bezos launches Prometheus 50:34 - AI use case of the week
54:47

I sat down with Jordi Visser to discuss the SpaceX IPO, orbital data centers, and the critical minerals powering the AI buildout. We also discuss the AI model wars, why Jordi thinks Sam Altman won't be running OpenAI within a year, and how the New York Knicks playoff run connects to the future of crypto and blockchain in a world of AI and deep fakes. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:00 - SpaceX IPO, Elon & orbital data centers 12:15 - Critical minerals & the AI supply chain 18:55 - American industrial sovereignty & critical chemicals 22:36 - AI model cost crisis & who wins the model war 37:10 - Knicks NBA Finals & the case for crypto in an AI world 47:48 - Jeff Bezos launches Prometheus 50:34 - AI use case of the week

Anthony Pompliano 🌪

133,301 görüntüleme • 3 ay önce

A New Episode of the Hivemind is Live! This week Tommy joins us to debate whether AI frontier companies can justify their valuations, the rise of open-source AI, and where enterprise spending is actually going. We also cover SpaceX’s IPO, Hyperliquid’s growth, and the latest around Zcash’s private Bitcoin thesis. Timestamps: 00:00 Introduction & Market Outlook 05:00 OpenAI, Anthropic & Enterprise AI Spending 08:53 Open Source vs Frontier Models 24:41 Are We In An AI Bubble? 35:17 SpaceX IPO & Equity Issuance 38:13 AI Regulation & Political Risk 53:36 Hyperliquid & HYPE 1:04:14 Zcash & The Private Bitcoin Thesis 1:13:16 Final Thoughts
1:14:59

A New Episode of the Hivemind is Live! This week Tommy joins us to debate whether AI frontier companies can justify their valuations, the rise of open-source AI, and where enterprise spending is actually going. We also cover SpaceX’s IPO, Hyperliquid’s growth, and the latest around Zcash’s private Bitcoin thesis. Timestamps: 00:00 Introduction & Market Outlook 05:00 OpenAI, Anthropic & Enterprise AI Spending 08:53 Open Source vs Frontier Models 24:41 Are We In An AI Bubble? 35:17 SpaceX IPO & Equity Issuance 38:13 AI Regulation & Political Risk 53:36 Hyperliquid & HYPE 1:04:14 Zcash & The Private Bitcoin Thesis 1:13:16 Final Thoughts

Delphi Digital

21,214 görüntüleme • 3 ay önce

SpaceX just pulled off the biggest IPO in history, so Mike Novogratz (Mike Novogratz) and I are breaking down what it means for your portfolio, why $40 trillion in debt might actually require inflation to survive, how Social Security is set to go broke by 2032, whether the Clarity Act still has a pulse, Bitcoin reclaiming $70K, and so much more on this week's All Things Markets (All Things Markets). Watch on X, YouTube, and Spotify right now!!!!! Timestamps 0:00 Mooch and Novo are back! 0:43 SpaceX IPOs with the biggest IPO of all time 3:31 SpaceX and American innovation post-9/11 6:22 Senator Warren's letter on SpaceX voting structure 10:23 President Trump says inflation will "come down like a rock." 14:03 Social Security runs dry by 2032, and what we can do to fix it 16:38 Warsh signals a rate hike? SpaceX closes above $2 trillion on Day 1? 17:20 Iran war over by the end of June? 18:20 The Clarity Act passes the Senate by September 23:15 Bitcoin reclaims $70K before the end of July 24:47 Team USA advances out of the World Cup group stage 25:30 Knicks win the championship in Game 5 28:17 Breaking down Saylor's Bitcoin sell-then-buy strategy 31:15 What made you smile this week?
34:15

SpaceX just pulled off the biggest IPO in history, so Mike Novogratz (Mike Novogratz) and I are breaking down what it means for your portfolio, why $40 trillion in debt might actually require inflation to survive, how Social Security is set to go broke by 2032, whether the Clarity Act still has a pulse, Bitcoin reclaiming $70K, and so much more on this week's All Things Markets (All Things Markets). Watch on X, YouTube, and Spotify right now!!!!! Timestamps 0:00 Mooch and Novo are back! 0:43 SpaceX IPOs with the biggest IPO of all time 3:31 SpaceX and American innovation post-9/11 6:22 Senator Warren's letter on SpaceX voting structure 10:23 President Trump says inflation will "come down like a rock." 14:03 Social Security runs dry by 2032, and what we can do to fix it 16:38 Warsh signals a rate hike? SpaceX closes above $2 trillion on Day 1? 17:20 Iran war over by the end of June? 18:20 The Clarity Act passes the Senate by September 23:15 Bitcoin reclaims $70K before the end of July 24:47 Team USA advances out of the World Cup group stage 25:30 Knicks win the championship in Game 5 28:17 Breaking down Saylor's Bitcoin sell-then-buy strategy 31:15 What made you smile this week?

Anthony Scaramucci

50,690 görüntüleme • 3 ay önce

Could Bitcoin become legal tender in the U.S.? STRIKE CEO Jack Mallers says it’s only a matter of time. Plus, Austin Campbell unpacks the Clarity Act’s “three different problems,” and what Anthropic’s highly anticipated IPO could mean for capital flowing into crypto with Christian J Lopez. Watch the latest Public Keys at NYSE 🏛 with Jenn Sanasie. Chapters/Timecodes: 00:00 Welcome to Public Keys 00:26 Markets: Bitcoin Tops $85K After the Fed Hike 00:50 Oil, Iran and the Trump-Xi Summit 01:13 Anthropic Pushes Its IPO to November 01:31 Strike CEO Jack Mallers Joins 02:04 Why Mallers Left Twenty One Capital 04:28 Mallers' Bitcoin Outlook and Advice 06:22 Why Bitcoin Doesn't Need the CLARITY Act 08:19 Bitcoin as Legal Tender and 'The Most American Money' 09:50 Inside Strike Private and Bitcoin-Backed Loans 13:10 Austin Campbell on the CLARITY Act's Senate Defeat 14:58 Why GENIUS Already Changed the Game 16:01 Crypto, the Midterms and the Ethics Fight 18:00 Could a Future Administration Undo the Rules? 19:47 Stablecoins as the Leading Force 21:35 Bitcoin and Ether ETF Flows 22:24 Christian Lopez on the Fed and Risk Assets 24:28 How the Anthropic IPO Soaks Up Liquidity 26:21 Q3 Earnings and Tokenizing Real-World Assets 28:44 Why TradFi Is Racing Into Crypto
30:17

Could Bitcoin become legal tender in the U.S.? STRIKE CEO Jack Mallers says it’s only a matter of time. Plus, Austin Campbell unpacks the Clarity Act’s “three different problems,” and what Anthropic’s highly anticipated IPO could mean for capital flowing into crypto with Christian J Lopez. Watch the latest Public Keys at NYSE 🏛 with Jenn Sanasie. Chapters/Timecodes: 00:00 Welcome to Public Keys 00:26 Markets: Bitcoin Tops $85K After the Fed Hike 00:50 Oil, Iran and the Trump-Xi Summit 01:13 Anthropic Pushes Its IPO to November 01:31 Strike CEO Jack Mallers Joins 02:04 Why Mallers Left Twenty One Capital 04:28 Mallers' Bitcoin Outlook and Advice 06:22 Why Bitcoin Doesn't Need the CLARITY Act 08:19 Bitcoin as Legal Tender and 'The Most American Money' 09:50 Inside Strike Private and Bitcoin-Backed Loans 13:10 Austin Campbell on the CLARITY Act's Senate Defeat 14:58 Why GENIUS Already Changed the Game 16:01 Crypto, the Midterms and the Ethics Fight 18:00 Could a Future Administration Undo the Rules? 19:47 Stablecoins as the Leading Force 21:35 Bitcoin and Ether ETF Flows 22:24 Christian Lopez on the Fed and Risk Assets 24:28 How the Anthropic IPO Soaks Up Liquidity 26:21 Q3 Earnings and Tokenizing Real-World Assets 28:44 Why TradFi Is Racing Into Crypto

CoinDesk

65,079 görüntüleme • 8 gün önce

The United States surrendered to Iran months ago but the war continues. Stephen Walt of Harvard on where it’s going. 0:00 What Will the World Look Like After the Wars? 9:32 The Rise of China 22:32 The Real Reason We're at War With Iran 27:08 Why Haven't There Been Any Anti-War Protests? 32:00 Why Didn't Trump End the Russia-Ukraine War? 38:48 Will Russia Invade the UK? 44:40 The Sustainability of the Global Economy 45:49 How Will the Iran War End? 56:37 The Potential for Nuclear War 1:04:39 The Risks of US Withdrawal From the Middle East 1:06:42 Iran and Mutually Assured Destruction 1:11:47 Walt's Advice to Trump on How to End the War 1:16:12 Is Democracy Dead? 1:26:46 The French Revolution Looks Oddly Familiar 1:33:14 Walt's Prediction of the Future of American Politics
1:43:03

The United States surrendered to Iran months ago but the war continues. Stephen Walt of Harvard on where it’s going. 0:00 What Will the World Look Like After the Wars? 9:32 The Rise of China 22:32 The Real Reason We're at War With Iran 27:08 Why Haven't There Been Any Anti-War Protests? 32:00 Why Didn't Trump End the Russia-Ukraine War? 38:48 Will Russia Invade the UK? 44:40 The Sustainability of the Global Economy 45:49 How Will the Iran War End? 56:37 The Potential for Nuclear War 1:04:39 The Risks of US Withdrawal From the Middle East 1:06:42 Iran and Mutually Assured Destruction 1:11:47 Walt's Advice to Trump on How to End the War 1:16:12 Is Democracy Dead? 1:26:46 The French Revolution Looks Oddly Familiar 1:33:14 Walt's Prediction of the Future of American Politics

Tucker Carlson

879,992 görüntüleme • 1 ay önce

Continuum Ep. 13 | The Iran War Keith and Ryan discuss America and Israel’s disastrous war with Iran, its economic effects, and how it ends: 00:00 Introduction 1:50 What is happening the oil market? 5:04 The MOU 8:47 Israel and the origins of the war 12:29 Why did negotiations really collapse? 17:25 The rapid breakdown of the MOU 21:10 Is the new Iranian leadership more radical? 24:06 Do Iranians support the Islamic Republic? 27:33 Air power and drones 34:22 The stop-start negotiations 39:40 U.S.-European relations 48:03 Energy crisis? 52:29 How does it end?
55:20

Continuum Ep. 13 | The Iran War Keith and Ryan discuss America and Israel’s disastrous war with Iran, its economic effects, and how it ends: 00:00 Introduction 1:50 What is happening the oil market? 5:04 The MOU 8:47 Israel and the origins of the war 12:29 Why did negotiations really collapse? 17:25 The rapid breakdown of the MOU 21:10 Is the new Iranian leadership more radical? 24:06 Do Iranians support the Islamic Republic? 27:33 Air power and drones 34:22 The stop-start negotiations 39:40 U.S.-European relations 48:03 Energy crisis? 52:29 How does it end?

Europa.com

54,556 görüntüleme • 1 ay önce

Masoud Pezeshkian, president of Iran. (0:00) How Would Iranian President Pezeshkian Like to See This Conflict End? (0:44) Is Iran Willing to Give Up Their Nuclear Program in Exchange for Peace? (5:19) Was the International Atomic Energy Agency Spying on Iran and Giving Information to Israel? (7:04) Is Iran Open to Diplomacy? (11:55) Has the Israeli Government Tried to Assassinate the Iranian President? (15:54) Should Americans Be Afraid of Iran? (18:03) The Ayatollah’s Religious Decree Against Donald Trump (18:11) Has Iran Ever Tried to Assassinate Trump? (19:44) Are There Iranian Sleeper Cells in the United States? (21:33) What Happened to the Relationship Between Iran and Israel? (23:23) Sanctions and American Business in Iran (25:58) If War Breaks Out With Iran, Would They Receive Assistance From Russia and China?
28:53

Masoud Pezeshkian, president of Iran. (0:00) How Would Iranian President Pezeshkian Like to See This Conflict End? (0:44) Is Iran Willing to Give Up Their Nuclear Program in Exchange for Peace? (5:19) Was the International Atomic Energy Agency Spying on Iran and Giving Information to Israel? (7:04) Is Iran Open to Diplomacy? (11:55) Has the Israeli Government Tried to Assassinate the Iranian President? (15:54) Should Americans Be Afraid of Iran? (18:03) The Ayatollah’s Religious Decree Against Donald Trump (18:11) Has Iran Ever Tried to Assassinate Trump? (19:44) Are There Iranian Sleeper Cells in the United States? (21:33) What Happened to the Relationship Between Iran and Israel? (23:23) Sanctions and American Business in Iran (25:58) If War Breaks Out With Iran, Would They Receive Assistance From Russia and China?

Tucker Carlson

5,707,481 görüntüleme • 1 yıl önce

.Niall Ferguson on warfare and the failings of Congress. 00:00 — Preview 00:36 — Why should Americans care about Iran? 05:14 — Operation Epic Fury 08:25 — Niall's Iran predictions 10:54 — The return of political violence 14:37 — Why have there been so many assassination attempts on President Trump? 16:37 — The tradition of American populism 18:19 — Are we Rome? 20:04 — The corruption of the elites 21:52 — What would it mean to win the Iran War? 27:58 — Inconsistent messaging 30:09 — TDS & sycophants 31:29 — China, Russia, & "Little Rocket Man" 36:12 — Disillusionment, hypocrisy, & antisemitism 39:14 — The destruction of William F. Buckley's life's work 40:53 — Niall's criticisms of President Trump's messaging 43:06 — Arguing about war (online) 43:55 — Q&A: Is war inevitable? 48:01 — Q&A: Cold War II 49:43 — Q&A: Polarization & radicalization in the UK 51:07 — Q&A: Israel's upcoming elections 53:20 — Q&A: Will the U.S. Constitution fail? 55:53 — Q&A: The U.S. government's relationship with Anthropic 59:07 — Q&A: "If you want peace, prepare for war" Recorded: April 26, 2026 at UATX.
1:03:01

.Niall Ferguson on warfare and the failings of Congress. 00:00 — Preview 00:36 — Why should Americans care about Iran? 05:14 — Operation Epic Fury 08:25 — Niall's Iran predictions 10:54 — The return of political violence 14:37 — Why have there been so many assassination attempts on President Trump? 16:37 — The tradition of American populism 18:19 — Are we Rome? 20:04 — The corruption of the elites 21:52 — What would it mean to win the Iran War? 27:58 — Inconsistent messaging 30:09 — TDS & sycophants 31:29 — China, Russia, & "Little Rocket Man" 36:12 — Disillusionment, hypocrisy, & antisemitism 39:14 — The destruction of William F. Buckley's life's work 40:53 — Niall's criticisms of President Trump's messaging 43:06 — Arguing about war (online) 43:55 — Q&A: Is war inevitable? 48:01 — Q&A: Cold War II 49:43 — Q&A: Polarization & radicalization in the UK 51:07 — Q&A: Israel's upcoming elections 53:20 — Q&A: Will the U.S. Constitution fail? 55:53 — Q&A: The U.S. government's relationship with Anthropic 59:07 — Q&A: "If you want peace, prepare for war" Recorded: April 26, 2026 at UATX.

University of Austin (UATX)

21,227 görüntüleme • 4 ay önce

In Depth Analysis on The Road to WAR With Iran... HOW We Got Here and What Happens Next! Myron Gaines ⏲️TIME STAMPS⏲️ 00:00 - Introduction to Middle East Conflict and Israel's Role 03:43 - Israel's Avoidance of the Palestine Question 04:13 - Abraham Accords: Arab Recognition of Israel (2020) 08:45 - Israel's Policy and the Fall of the Middle East 14:40 - October 7th Attacks and the Hannibal Directive 16:39 - Israel's Destruction of Gaza Post-October 7 22:13 - Middle East Countries' Involvement in Conflict 27:44 - Israel's Sneak Attack on Iran's Air Defense 35:16 - Iran's Response and Military Buildup After 12-Day War 36:40 - US Sanctions on Iran and Russia: Effectiveness Questioned 43:18 - US Air Superiority Challenged by Russia and China 48:22 - Iran's Deal for Supersonic Anti-Ship Missiles from China 53:36 - Venezuela's Proximity to US and Military Weakness 56:00 - China's Oil Interests in the Strait of Hormuz 58:13 - China's Strategic Support for Iran Against the West 1:00:32 - Trump's State of the Union on Iran Avoiding War 1:05:03 - US Hesitation to Attack Iran Due to Potential Costs 1:09:47 - War with Iran: Unfavorable Outcomes for the US
1:12:48

In Depth Analysis on The Road to WAR With Iran... HOW We Got Here and What Happens Next! Myron Gaines ⏲️TIME STAMPS⏲️ 00:00 - Introduction to Middle East Conflict and Israel's Role 03:43 - Israel's Avoidance of the Palestine Question 04:13 - Abraham Accords: Arab Recognition of Israel (2020) 08:45 - Israel's Policy and the Fall of the Middle East 14:40 - October 7th Attacks and the Hannibal Directive 16:39 - Israel's Destruction of Gaza Post-October 7 22:13 - Middle East Countries' Involvement in Conflict 27:44 - Israel's Sneak Attack on Iran's Air Defense 35:16 - Iran's Response and Military Buildup After 12-Day War 36:40 - US Sanctions on Iran and Russia: Effectiveness Questioned 43:18 - US Air Superiority Challenged by Russia and China 48:22 - Iran's Deal for Supersonic Anti-Ship Missiles from China 53:36 - Venezuela's Proximity to US and Military Weakness 56:00 - China's Oil Interests in the Strait of Hormuz 58:13 - China's Strategic Support for Iran Against the West 1:00:32 - Trump's State of the Union on Iran Avoiding War 1:05:03 - US Hesitation to Attack Iran Due to Potential Costs 1:09:47 - War with Iran: Unfavorable Outcomes for the US

Myron Gaines Clips

66,453 görüntüleme • 7 ay önce

Former Pentagon official Dan Caldwell explains what would happen if Ted Cruz gets his way in Iran. (0:00) Introduction (0:47) What Would Happen if the US Strikes Iran? (9:23) American Troops in Iraq and Syria (19:12) Did US Policy Makers Intentionally Put American Troops at Risk? (21:49) How the War Could Escalate (25:16) What Are the Casualties in Israel? (29:39) How American Intervention Would Change Everything (34:27) Will Russia or China Get Involved? (42:43) Why Does Ted Cruz Think Iran Is Going to Nuke Los Angeles? (50:41) Are We Seeing the Fall of the Neocons? (54:54) Is It Possible to Shut Down a Nuclear Program With an Air Campaign? (59:54) Why a War With Iran Would Make It Impossible to Continue Supporting Ukraine (1:02:23) Does the American Military Have a Supply Problem? (1:09:10) The Current Public Opinion of Israel (1:16:01) Why Do Western Leaders Want the Ukraine War to Continue? (1:27:27) Is the US Capable of Ending the War in Iran? (1:30:21) The War Machine’s Attacks on Anti-War Voices Includes Paid Partnerships.
1:32:42

Former Pentagon official Dan Caldwell explains what would happen if Ted Cruz gets his way in Iran. (0:00) Introduction (0:47) What Would Happen if the US Strikes Iran? (9:23) American Troops in Iraq and Syria (19:12) Did US Policy Makers Intentionally Put American Troops at Risk? (21:49) How the War Could Escalate (25:16) What Are the Casualties in Israel? (29:39) How American Intervention Would Change Everything (34:27) Will Russia or China Get Involved? (42:43) Why Does Ted Cruz Think Iran Is Going to Nuke Los Angeles? (50:41) Are We Seeing the Fall of the Neocons? (54:54) Is It Possible to Shut Down a Nuclear Program With an Air Campaign? (59:54) Why a War With Iran Would Make It Impossible to Continue Supporting Ukraine (1:02:23) Does the American Military Have a Supply Problem? (1:09:10) The Current Public Opinion of Israel (1:16:01) Why Do Western Leaders Want the Ukraine War to Continue? (1:27:27) Is the US Capable of Ending the War in Iran? (1:30:21) The War Machine’s Attacks on Anti-War Voices Includes Paid Partnerships.

Tucker Carlson

5,560,001 görüntüleme • 1 yıl önce

LIVE NOW - Michael Salor’s Master Plan: "Fix the Money, Fix the World." Bitcoin to $21M. Strategy as a digital credit machine. An “8% bank account” for a billion people. Michael Michael Saylor joins Bankless for the first time to unpack: - Bitcoin becomes digital capital - Strategy’s Bitcoin credit machine - Quantum without panic - A new view on Ethereum - The “fix the money” thesis Enjoy the episode! -------------- TIMESTAMPS 0:00 Intro 1:00 Michael Saylor’s $21M Bitcoin thesis 4:33 What has to go right for Bitcoin to get there 11:00 Has Bitcoin adoption stalled out? 13:20 Why STRC became Strategy’s breakout product 18:05 The pitch behind a Bitcoin-backed money market 21:13 How STRC is engineered to stay stable 27:31 Where the 11.5% yield comes from 36:35 Is Strategy taking too much risk? 46:50 Does Strategy ever stop buying Bitcoin? 58:48 Quantum, panic, and the Bitcoin response 1:16:18 Michael Saylor on Ethereum today 1:25:46 “Fix the money, fix the world” 1:38:39 The crypto reactor and Strategy’s endgame
1:40:50

LIVE NOW - Michael Salor’s Master Plan: "Fix the Money, Fix the World." Bitcoin to $21M. Strategy as a digital credit machine. An “8% bank account” for a billion people. Michael Michael Saylor joins Bankless for the first time to unpack: - Bitcoin becomes digital capital - Strategy’s Bitcoin credit machine - Quantum without panic - A new view on Ethereum - The “fix the money” thesis Enjoy the episode! -------------- TIMESTAMPS 0:00 Intro 1:00 Michael Saylor’s $21M Bitcoin thesis 4:33 What has to go right for Bitcoin to get there 11:00 Has Bitcoin adoption stalled out? 13:20 Why STRC became Strategy’s breakout product 18:05 The pitch behind a Bitcoin-backed money market 21:13 How STRC is engineered to stay stable 27:31 Where the 11.5% yield comes from 36:35 Is Strategy taking too much risk? 46:50 Does Strategy ever stop buying Bitcoin? 58:48 Quantum, panic, and the Bitcoin response 1:16:18 Michael Saylor on Ethereum today 1:25:46 “Fix the money, fix the world” 1:38:39 The crypto reactor and Strategy’s endgame

Bankless

519,125 görüntüleme • 5 ay önce

I sat down with Dan Ives (Dan Ives) to discuss the SpaceX IPO, the AI trade across chips, software, and infrastructure, the US vs. China tech race, and what bitcoin's performance means as capital rotates into AI. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:00 - SpaceX IPO & the birth of a new sector 3:23 - SpaceX + Tesla merger thesis 5:51 - The AI backlash & Big Tech's PR problem 11:53 - US vs. China: who's actually winning in AI? 15:03 - Robotics, self-driving cars & physical AI 19:55 - How to invest in AI: chips, software & infrastructure 28:34 - New Fed chair, rates & macro risks 32:45 - Bitcoin vs. AI: capital rotation 37:55 - On-the-ground intel from Asia & Taiwan 40:06 - Any concerns with AI? 44:18 - Apple's AI strategy & Tim Cook stepping down 46:52 - The Ives AI ETF & portfolio construction
52:24

I sat down with Dan Ives (Dan Ives) to discuss the SpaceX IPO, the AI trade across chips, software, and infrastructure, the US vs. China tech race, and what bitcoin's performance means as capital rotates into AI. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:00 - SpaceX IPO & the birth of a new sector 3:23 - SpaceX + Tesla merger thesis 5:51 - The AI backlash & Big Tech's PR problem 11:53 - US vs. China: who's actually winning in AI? 15:03 - Robotics, self-driving cars & physical AI 19:55 - How to invest in AI: chips, software & infrastructure 28:34 - New Fed chair, rates & macro risks 32:45 - Bitcoin vs. AI: capital rotation 37:55 - On-the-ground intel from Asia & Taiwan 40:06 - Any concerns with AI? 44:18 - Apple's AI strategy & Tim Cook stepping down 46:52 - The Ives AI ETF & portfolio construction

Anthony Pompliano 🌪

673,684 görüntüleme • 4 ay önce

Professor Jiang Xueqin on how this war is likely to go and what happens to the world. (0:00) How Will the Iran War Be Resolved? (7:33) The 3 Major Trends We Will See Due to This War (11:28) Will Japan Become a Nuclear-Armed Power? (16:06) The Future of South Korea (20:12) The Energy Crisis (25:23) The Future of the GCC and Iran (29:57) The Greater Israel Project (35:11) How US Ground Troops Will Change the War (36:46) Prof. Xueqin’s Advice to Donald Trump (38:49) Is It Possible for the US to Get Israel Under Control? (45:03) What Role Does Trump Play in All This? (48:21) The Future of North America (54:59) Are We Seeing the End of Europe? (1:00:58) How Many Americans Truly Understand What’s Happening in the World? (1:03:50) The Effort to Destroy Western Civilization
1:08:12

Professor Jiang Xueqin on how this war is likely to go and what happens to the world. (0:00) How Will the Iran War Be Resolved? (7:33) The 3 Major Trends We Will See Due to This War (11:28) Will Japan Become a Nuclear-Armed Power? (16:06) The Future of South Korea (20:12) The Energy Crisis (25:23) The Future of the GCC and Iran (29:57) The Greater Israel Project (35:11) How US Ground Troops Will Change the War (36:46) Prof. Xueqin’s Advice to Donald Trump (38:49) Is It Possible for the US to Get Israel Under Control? (45:03) What Role Does Trump Play in All This? (48:21) The Future of North America (54:59) Are We Seeing the End of Europe? (1:00:58) How Many Americans Truly Understand What’s Happening in the World? (1:03:50) The Effort to Destroy Western Civilization

Tucker Carlson

5,449,852 görüntüleme • 6 ay önce

LIVE NOW - Trump's Grand Strategy: Iran, China & The New World Order | Kamran Bokhari A deep dive into Trump’s emerging grand strategy and the geopolitical logic behind the Iran conflict. Kamran Bokhari joins Bankless to unpack how the U.S. is trying to: - reshape the Middle East, - manage tensions with China and Russia, - transition from direct intervention toward a new model of burden-sharing, - have regional power balancing, and global restraint. Enjoy. -------------- TIMESTAMPS 0:00 Intro 0:56 Iran War Unstated Motives 10:03 Trump’s Goals 18:43 China’s Role 26:43 Venezuela & Cuba 28:22 US China Relationship 34:27 Optimizing Global Relationships 39:56 Iran War Best Approach 47:12 Does Iran Want to Negotiate? 51:30 Iran Regime Change 56:51 Israel Interests 1:00:36 Marco Rubio 1:05:24 Signal in the Noise 1:07:25 Closing & Disclaimers
1:08:21

LIVE NOW - Trump's Grand Strategy: Iran, China & The New World Order | Kamran Bokhari A deep dive into Trump’s emerging grand strategy and the geopolitical logic behind the Iran conflict. Kamran Bokhari joins Bankless to unpack how the U.S. is trying to: - reshape the Middle East, - manage tensions with China and Russia, - transition from direct intervention toward a new model of burden-sharing, - have regional power balancing, and global restraint. Enjoy. -------------- TIMESTAMPS 0:00 Intro 0:56 Iran War Unstated Motives 10:03 Trump’s Goals 18:43 China’s Role 26:43 Venezuela & Cuba 28:22 US China Relationship 34:27 Optimizing Global Relationships 39:56 Iran War Best Approach 47:12 Does Iran Want to Negotiate? 51:30 Iran Regime Change 56:51 Israel Interests 1:00:36 Marco Rubio 1:05:24 Signal in the Noise 1:07:25 Closing & Disclaimers

Bankless

16,707 görüntüleme • 6 ay önce