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Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally

Shownote

(0:00) Bestie intros: Welcome back Brad Gerstner! (2:48) Israel-Hamas ceasefire, how Trump and his team got the deal done (13:27) National Guard sent to Chicago to protect ICE Agents (44:02) OpenAI's deal with AMD, state of the "AI Bubble" (1:05:45) Ci...

Highlights

In this episode, Brad Gerstner returns to unpack a series of high-impact developments at the intersection of geopolitics, financial markets, and technological innovation. The conversation spans from diplomatic breakthroughs to macroeconomic trends and the evolving AI landscape, offering a data-driven look at how policy decisions are shaping market dynamics and long-term economic trajectories.
01:30
Robinhood stock surge possibly driven by Trump's crypto stance
12:14
Polymarket shows 90% chance all Israeli hostages will be returned by month-end.
38:40
The podcast's support for Trump's 2.0 agenda helped turn tech moderates and contributed to his election win.
50:04
Energy and HBM supply will constrain AI scaling, empowering input controllers
1:13:56
AI companies contribute 80% of U.S. stock gains this year.
1:17:45
BRICS may develop gold-backed certificates for international trade to reduce reliance on the US dollar
1:23:37
The crowd’s average guess in Galton’s ox-weight experiment was more accurate than any single expert’s estimate.

Chapters

Bestie intros: Welcome back Brad Gerstner!
00:00
Israel-Hamas ceasefire, how Trump and his team got the deal done
02:48
National Guard sent to Chicago to protect ICE Agents
13:27
OpenAI's deal with AMD, state of the "AI Bubble"
44:02
Circular AI deals: cause for concern or no big deal?
1:05:45
What's behind the Gold rally?
1:15:00
Polymarket receives $2B investment from NYSE owner ICE, future of prediction markets
1:20:38

Transcript

Chamath Palihapitiya: all right, everybody, welcome back to the number one podcast in the world. That's right, it's your favorite podcast, it's your podcaster's favorite podcast, the all-in podcast. We're back. Baby is here, our chairman, our dictator. How...