Darius Dale is the founder and CEO of 42 Macro, a leading investment research firm. In this conversation, we break down what Kevin Warsh's Fed chairmanship means for monetary policy, the K-shaped economy creating historic affordability pain for millions of Americans, and why every investor must participate in asset markets to survive financial repression.

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• 0:00 - Intro
• 0:56 - Kevin Warsh & the new Fed
• 10:27 - Energy prices & the consumer
• 12:58 - The affordability crisis
• 17:30 - Real cost of living (cars, diapers, groceries)
• 25:31 - Economic data & future outlook
• 31:35 - Mag 7 & the AI CapEx bubble
• 34:55 - Political instability & societal collapse

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

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down 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.

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• 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

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Chris Kline is the co-founder and COO of Bitcoin IRA. In this conversation, we break down the biggest myths about bitcoin — including whether it's too late to buy, whether it's too volatile for retirement savings, and whether the government will ever ban it. We also discuss the strategic bitcoin reserve, quantum computing fears, and the convergence of AI and crypto.

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• 0:00 - Intro
• 0:31 - Myth #1: It's too late to buy bitcoin
• 2:13 - Myth #2: Bitcoin is too volatile for retirement savings
• 6:09 - Myth #3: The government will ban bitcoin
• 10:50 - Myth #4: Quantum computing is a threat to bitcoin
• 14:12 - Giveaway: 1914 Federal Reserve notes + Bitcoin IRA offer

Anthony Pompliano breaks down why bitcoin is down 50% from its highs and whether the bear market bottom is in. In this episode, he covers Jordi Visser's capital rotation thesis, institutional buying from Middle East sovereign funds, bitcoin hitting the 200-week moving average for the first time since 2023, and why the data suggests now may be one of the best buying opportunities in bitcoin's history.

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Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.

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• 0:00 - Intro
• 0:23 - Jordi Visser: Capital rotation away from bitcoin?
• 7:03 - Is crypto winter here?
• 9:25 - Bitcoin hits the 200-week moving average for the first time since 2023
• 10:35 - RSI at historic lows & short-term holder capitulation
• 11:30 - More underwater holders than profitable ones — what it means
• 12:08 - Final take: dollar cost averaging in big drawdowns