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The Chief and Lou talk about Houthi rebels and Iran, Russian logistics, and DARPA. Dan later comes in to discuss opportunity in the transition to AI, NVDA earnings, and 2 month T-bills. Finally, John chats about books, barns, recessions, and student loans.
By Tom Haugh3.6
1212 ratings
The Chief and Lou talk about Houthi rebels and Iran, Russian logistics, and DARPA. Dan later comes in to discuss opportunity in the transition to AI, NVDA earnings, and 2 month T-bills. Finally, John chats about books, barns, recessions, and student loans.

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