I sat down with @jvisserlabs to talk about Israel, Iran, what it means for the stock market, bitcoin, oil, gold, AI stories of the week, inflation coming in weaker, and what Jordi is excited about through the end of the year.

Enjoy!

TIMESTAMPS:

0:00 - Intro

1:00 - Market reaction to Iran and Israel

5:37 - Impact on different types of assets

8:09 - Oracle and AI boom

11:05 - China and US “trade deal”

16:22 - Inflation data reaction

24:25 - Ethereum, stablecoins, and crypto industry

29:47 - What is Jordi worried about right now?

31:54 - Bitcoin short squeeze coming?