Today's episode dissects the interconnected vulnerabilities across global energy, AI infrastructure, and financial markets, revealing how attempts to secure stability may be actively creating new systemic risks. We explore the shifting power dynamics, from the concentration of power in DeFi builders to the looming energy crunch, and ask whether current economic models are equipped to handle the challenges ahead.

Explore the full visual digest at pers-int.com

0:00 - Introduction
1:12 - Geopolitics, Energy & Recession Risks
9:35 - The AI Infrastructure Race
16:35 - Market Psychology & Historical Bubbles
19:29 - Wealth Disparity & Monetary Policy
22:38 - Decentralized Finance & Blockchain Security
25:44 - Conclusion

Referenced sources:
Musk Admits Grok's OpenAI Connection (AI Insights: AI News, Eyewitness Accounts)
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze (All-In with Chamath, Jason, Sacks & Friedberg)
US Rates - I won't see you next time (At Any Rate)
Global Commodities It's Simple Math (At Any Rate)
Global FX Yen intervention, re-assessing USD bearish view, central bank rundown (At Any Rate)
Daybreak Weekend US Jobs, UK Elections, RBA Decision (Bloomberg Daybreak: Asia Edition)
Spirit Makes Plans to Shutter After Government Rescue Fizzles (Bloomberg Intelligence)
Bloomberg Surveillance TV May 1st, 2026 (Bloomberg Surveillance)
Markets Absorb Earnings and Oil Shock (Bloomberg Surveillance)
Why Only 3 Builders Control All of Ethereum (Epicenter - Learn about Crypto, Blockchain, Ethereum, Bitcoin and Distributed Technologies)
Riding the AI Wave (Exchanges)
#342 Andrew Thangaraj The $5,000 IIT Degree Can India Fix Its Broken Education System (Eye On A.I.)
All Options Considered AI FOMO, Yen, Making Sense of Volatility (FICC Focus)
Introducing The Story of Money They are history's geniuses. But were they any good at investing (FT News Briefing)
OpenAI's Big Reset + A.I. in the Doctor's Office + Talkie, a pre-1930s LLM (Hard Fork)
Hedgeye NexGen Episode 35 Wealth Inequality (The K-Shaped Economy) (Hedgeye Podcasts)
Hedgeye Investing Summit Spring 2026 Jim Bianco, Founder & President of Bianco Research (Hedgeye Podcasts)
Ep. 356 Tina Fordham on the Geopolitics Super Cycle, Iran's Oil Shock, and Trump's Global Impact (Macro Hive Conversations With Bilal Hafeez)
Building 'The World's Alternative Investment Marketplace' with Lawrence Calcano (Masters in Business)
Why Fundamentals Fail the New Economy Jacob Pozharny on Sentiment Analysis' Role in New Economy Stocks (Monetary Matters with Jack Farley)
The Week AI Grew Up (The AI Daily Brief: Artificial Intelligence News and Analysis)
The College Student Who Defeated the World's Biggest Cyberweapon (The Journal.)
Why Bonds Are Back PIMCO's Marc Seidner on the Best Fixed Income Setup in Years #629 (The Meb Faber Show - Better Investing)
AI and Jobs What Data and History Say (Thoughts on the Market)
SI398 Navigating a VUCA World ft. Mark Rzepczynski (Top Traders Unplugged)
Pump.fun's $370M Burn Was a Mistake, Says Luca Netz Uneasy Money (Unchained)

This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.