This week, we discuss why AI is breaking the social contract between public markets and the American people. We deep dive into why only the self-motivated will win the AI era, the $60 trillion wealth transfer from boomers to millennials and Gen Z, the rise of scarce asset trades (Ferraris, Birkins, dinosaur bones), why the Anthropic and OpenAI IPOs at multi-trillion valuations might break markets, why May CPI hitting a 3-year high pushes December hike odds to 70%, why Mythos and quantum risk are overhyped, and where we're putting cash to work in gold, uranium, and pipeline MLPs. Enjoy!

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Timestamps:

(00:00) Coming Up on 1000x...

(01:11) Only the Self-Motivated Will Win the AI Era

(10:30) The $60 Trillion Wealth Transfer

(15:14) The Scarce Assets Trade: Ferraris, Birkins, Bones

(24:07) The Social Contract Is Broken

(34:59) Crypto's Real Use Case

(38:28) CPI HITS 3-YEAR HIGH

(41:17) ANTHROPIC MODEL COULD BREAK MARKETS

(45:15) Gold, Uranium & The Cash Barbell

Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

Did Trillion-Dollar IPOs Break The Social Contract?

1000x

Did Trillion-Dollar IPOs Break The Social Contract?