Anthony and John Pompliano cover the Mag 7 selloff, AI CapEx fears, and why inflation is more under control than the headlines suggest. We also break down Anthony's current portfolio, what Kevin Warsh is really doing at the Fed, and why bitcoin's volatility is a feature heading into its next decade.

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• 0:00 - Intro
• 0:56 - MAG7 selloff & AI CapEx spending
• 16:28 - Large caps vs. asymmetric bets
• 19:10 - SpaceX & other exposure to the AI trade
• 29:34 - Kevin Warsh & the Fed
• 37:13 - Bitcoin outlook for the next decade

Anthony Pompliano breaks down the bitcoin bear market — what's driving it, how long it could last, and why the data suggests we may be closer to the end than most people think. He pulls in takes from Michael Saylor, Jordi Visser, and Grant Cardone on capital rotation into AI, bitcoin sentiment, miner signals, and what history says about where we go from here.

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• 0:00 - Intro
• 0:23 - Micheal Saylor on why capital is chasing AI
• 2:47 - Jordi Visser on bitcoin's bear market & momentum
• 5:14 - How long do bitcoin bear markets last historically?
• 6:21 - Miner data & what it says about the cycle bottom
• 8:27 - Grant Cardone on buying bitcoin right now
• 10:16 - When does the bitcoin bear market end?
• 12:17 - Peter Schiff admits bitcoin isn't going to zero
• 13:04 - Final outlook & what investors should do now

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss the AI pivot happening with hyperscalers, the rise of open source models, what the Mythos/Fable 5 situation means for governments and investors, Kevin Warsh's first Fed press conference, where inflation is actually headed, and why bitcoin is still in a bear market and what needs to change.

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• 0:00 - Intro
• 0:57 - AI pivot & hyperscaler weakness
• 5:47 - Open source models & US vs China AI race
• 7:19 - Token demand, Jevons Paradox & AI adoption trends
• 14:22 - When does the CapEx spending become a problem?
• 17:59 - Open source vs closed AI models — who wins long term?
• 19:25 - Agency & what it means for individuals
• 24:34 - Is AI & energy the only thing holding the market up?
• 28:32 - Kevin Warsh's first Fed press conference
• 31:36 - Inflation outlook & next CPI print
• 37:44 - Why so many Americans feel trapped & real cost of living
• 44:51 - Bitcoin bear market & what needs to change