| The AI Bubble Didn’t Pop. Hedge Fund Leverage Did. | Oct 18, 2026 | 1:16:37 | 32.6K |
| Climbing the AI Bubble Wall of Worry | Oct 11, 2026 | 52:47 | 63.7K |
| Are Rates and Breadth Warning About a Bankpocalypse Crash | Oct 4, 2026 | 56:42 | 73.1K |
| A Bear Market Inside a Bull Market | Sep 27, 2026 | 57:14 | 52.7K |
| The Market Didn’t Crash, Humanity Didn’t Die — But Crypto Just Broke Out | Sep 20, 2026 | 53:54 | 80.3K |
| Linear vs. Exponential: AGI Has Arrived But Oil, Bonds and the Fed Oh My | Sep 13, 2026 | 49:13 | 66.4K |
| The Bond Market “Crash” Is a Trap — AI Agents Are About to Ignite Crypto | Sep 6, 2026 | 46:39 | 72.6K |
| Bessent Gets Drucked: Bitcoin, AI, and the New Macro Clock | Aug 30, 2026 | 1:03:43 | 75.3K |
| The AI Crypto Macro Nexus Point: Why Bitcoin Matters to Investors | Aug 23, 2026 | 1:16:34 | 65.3K |
| AI Is Changing Time: Those Who Can’t Compete, Compute | Aug 16, 2026 | 49:51 | 35.9K |
| The AI Crash Is Over. Here's What Comes Next | Aug 9, 2026 | 50:32 | 39.3K |
| Situational Awareness, Hyperscaler Earnings and Warsh: A Bottom for AI Stocks? | Aug 2, 2026 | 1:02:03 | 47.9K |
| Short-Term AI Fear, Long-Term Compute Scarcity | Jul 26, 2026 | 49:28 | 30.6K |
| AI’s Speed Crash: The Structural Bull Market Isn’t Over | Jul 19, 2026 | 44:59 | 30.9K |
| AI’s Speed Crash Is Creating the Next Opportunity | Jul 12, 2026 | 54:10 | 37.7K |
| Momentum Is Crashing, Bitcoin Is Bottoming, AI Agents Are Rising | Jul 5, 2026 | 50:40 | 34.3K |
| Hyperscalers Are Collapsing. Is the AI "Bubble" Crashing or Consolidating? | Jun 28, 2026 | 56:14 | 37.9K |
| Signal Over Noise: “The Most Important Moment in Human History” | Jun 21, 2026 | 49:49 | 33.1K |
| The AI Mid-Cycle Slowdown: OpenAI, Anthropic, and the AI Price War | Jun 14, 2026 | 47:48 | 31.2K |
| The Fireworks Show Is Over: Why This Is An AI Rotation, Not a Bubble Unwind | Jun 7, 2026 | 55:27 | 37.6K |
| “We Will Have a Crash”: Why AI Brings Out the Fear in People | May 31, 2026 | 1:00:23 | 37.1K |
| How Do I Start With AI? A Simple Foundation for Parents, Kids, and Anyone Feeling Behind | May 29, 2026 | 22:01 | 23.9K |
| Bottlenecks, Momentum Breaks, and the Next Phase of AI | May 24, 2026 | 59:57 | 36.7K |
| Running Hot Into Scarcity: Why Bottlenecks Are the Risk to the AI “Bubble” | May 17, 2026 | 51:25 | 32.2K |
| Bubbles, Parabolas and Speed Crashes: The End of Human Market Structure | May 10, 2026 | 1:00:22 | 37.5K |
| Your Capex is My Opportunity: The AI Capex Cycle Has Replaced the Old Economy Business Cycle | May 3, 2026 | 43:48 | 30.7K |
| The Edge Awakens: Why the Physical AI Upgrade Is Still in the First Inning | Apr 26, 2026 | 47:44 | 24.2K |
| All Time Highs Built On A Compute Shortage | Apr 19, 2026 | 45:07 | 29.2K |
| Ceasefire, Inflation, Mythos and a Scarcity vs Abundance Moonshot | Apr 12, 2026 | 46:31 | 25.1K |
| While You're Watching Oil Prices, AI Is Accelerating And Rewriting The Economy | Apr 5, 2026 | 54:29 | 32.6K |
| The End of TACO PTSD: Markets Are Finally Facing The Inflation Reality | Mar 29, 2026 | 47:30 | 33.3K |
| 2025 TACO PTSD: Why Strategists, Analysts, and Investors Are Still Fighting the Last War | Mar 22, 2026 | 55:05 | 26.9K |
| Oil, AI, and Private Credit: The New Market Stress Cycle | Mar 15, 2026 | 50:33 | 30K |
| Financials Are Warning Something Is Wrong: Oil, AI and Credit Are Colliding | Mar 8, 2026 | 56:15 | 32K |
| The Hidden Crisis: Private Credit, Hyperscaler Leverage, and the Software Reckoning | Mar 1, 2026 | 1:02:16 | 28.1K |
| Valuations Are Falling for a Reason: AI Is Repricing the Future | Feb 22, 2026 | 46:20 | 36.2K |
| Supersonic Tsunami Hits SaaS: My Turbulence Model Is Flashing Risk | Feb 15, 2026 | 1:04:43 | 41.6K |
| The SaaS-Pocalypse, Bitcoin Crash and Why Understanding Palantir is Now Important for Both of Them | Feb 8, 2026 | 1:01:17 | 44.3K |
| Agent Swarms, OpenAI Virus, And The Age Of Parabolic Volatility | Feb 1, 2026 | 38:13 | 28.8K |
| Silver Went Parabolic — The Next Trade Is Still Forgotten | Jan 25, 2026 | 51:54 | 34.5K |
| Semis vs Software Is Breaking the Market (Scarcity vs Abundance) | Jan 18, 2026 | 54:14 | 29.3K |
| Data Center Delays vs. Infinite AI Demand: The 2026 Bottleneck Trade | Jan 11, 2026 | 1:01:39 | 31.8K |
| 2026 Outlook: The AI → Physical World Inflection | Jan 4, 2026 | 45:20 | 29.3K |
| From Apps to Agents: Why 2026 Is the Real AI Inflection Point | Dec 21, 2025 | 50:32 | 31K |
| Oracle Crashes 11%: The Deadly ROIC Gap Could Kill the AI Hyperscalers in 2026 | Dec 14, 2025 | 47:25 | 27K |
| The AI Industry Is YOLOing to a Bubble… And That’s Why It Won’t Burst. | Dec 7, 2025 | 49:50 | 38.9K |
| Momentum Crashes: Why Nvidia Is Falling, Google Is Surging, and VLMs Change Everything | Nov 30, 2025 | 28:32 | 27.9K |
| AI Panic, Bitcoin Crash, Bubble Warnings… And the Opportunity Hiding Beneath the Fear | Nov 23, 2025 | 36:20 | 39.8K |
| AI Capex Cuts and Retail Bubble Pops: Is this the Bear Market Beginning? | Nov 16, 2025 | 50:23 | 42.6K |
| No Dark GPUs, No Bear Market: The AI Cycle Meets the Bitcoin IPO | Nov 9, 2025 | 53:25 | 39.9K |