
Sign up to save your podcasts
Or


Tonight we take a deep dive into the turbulent markets heading into 2026—and why there’s still massive opportunity. Warren Buffett just made a quiet but major shift into AI and quantum computing through Google and Amazon, signaling that this tech wave is far from a bubble.
We address the nonstop questions about XRP and explain why there’s simply nothing new to discuss until it breaks away from the broader crypto trend. Crypto is falling, Bitcoin is down 30% from its highs, and XRP is behaving exactly as expected in this environment.
We also explore the rise of Google’s TPUs, the real reason they can’t replace NVIDIA (yet), and how cloud-based AI access is reshaping market share. Plus, an introduction to the Power Triage framework—balancing compute, data, and energy—to identify investment opportunities over the next 20 years.
Finally, we look at December’s historical weakness for Bitcoin, why MicroStrategy’s 70% collapse was predictable, how human psychology drives market selloffs, and where silver and other low-risk assets actually fit into a long-term portfolio.
A packed, no-nonsense episode on AI, crypto, investing psychology, and the technology shifts defining the coming decades.
By Armando Pantoja5
298298 ratings
Tonight we take a deep dive into the turbulent markets heading into 2026—and why there’s still massive opportunity. Warren Buffett just made a quiet but major shift into AI and quantum computing through Google and Amazon, signaling that this tech wave is far from a bubble.
We address the nonstop questions about XRP and explain why there’s simply nothing new to discuss until it breaks away from the broader crypto trend. Crypto is falling, Bitcoin is down 30% from its highs, and XRP is behaving exactly as expected in this environment.
We also explore the rise of Google’s TPUs, the real reason they can’t replace NVIDIA (yet), and how cloud-based AI access is reshaping market share. Plus, an introduction to the Power Triage framework—balancing compute, data, and energy—to identify investment opportunities over the next 20 years.
Finally, we look at December’s historical weakness for Bitcoin, why MicroStrategy’s 70% collapse was predictable, how human psychology drives market selloffs, and where silver and other low-risk assets actually fit into a long-term portfolio.
A packed, no-nonsense episode on AI, crypto, investing psychology, and the technology shifts defining the coming decades.

229,697 Listeners

27,936 Listeners

8,887 Listeners

1,967 Listeners

28,514 Listeners

249 Listeners

221 Listeners

509 Listeners