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MARKET UPDATE: What Is MemeFi, WAR With Iran, & The Fed Not Backing Down — What You Need To Know

This week, we break down the MemeFi mania taking over Robinhood chain, where meme coins are tying themselves to tokenized stocks and pumping microcaps on the NASDAQ. We d

Why The $30B Asset Manager Franklin Templeton Is Betting Big On Crypto

Recorded live at the Out East Conference, Avi sits down with Seth Ginns, CIO of Franklin Crypto and formerly of CoinFund and Jennison Associates. Seth spent eighteen year

MARKET UPDATE: Bitcoin Rally, Zcash ETF, Bessent Humbled, NVDA Earnings

This week, with Bitcoin ripping 25% off the lows and NVIDIA earnings on deck, we break down why the market has flipped from fundamentals back to macro. We discuss the loc

What It’s Like Running A Billion-Dollar Market-Neutral Fund In Crypto

Recorded live at the Out East Summit, Avi sits down with Evgeny Gokhberg, founder and CIO of Re7 Capital, one of the last market-neutral funds still managing serious capi

The ETF Pioneer Who Calls Narratives Before Wall Street

This week, Avi sits down with Andrew Chanin, CEO of ProcureAM and founder of PureFunds, one of the best in the business at spotting narratives before the market catches o

MARKET UPDATE: FED Backstops The Yen, Metals Rip, And Neoclouds Rebound

This week, we break down why the Fed and Treasury just moved to backstop the yen and what it signals about an increasingly state-controlled market. We discuss why you sho

Psychology, Value, and Data: How Santiago Santos Navigates The Markets

Recorded live at the Selini Summit, Avi sits down with Santiago Santos, founder of Inversion and one of the best-performing managers in crypto, who famously sold the top

MARKET UPDATE: How Situational Awareness Blew Up, Will Rates Nuke Us, What’s Next?

This week, we break down the biggest story in markets: the blowup of Leopold Aschenbrenner's Situational Awareness fund. We discuss whether Ken Griffin killed him or just

Ex-Palantir Analyst On The Inner Workings Of Intelligence & Markets In A World Of Socialism

This week, Avi sits down with Alexander Good, founder of Post Fiat, former Palantir and essayist, for one of the most wide-ranging conversations we've had. We discuss how

Has Memory Bottomed?

This week, with memory stocks down 30-40% from the highs, we ask whether memory has bottomed. We discuss why AI bailed out the everything bubble and why this bubble is di

The Citadel Alum Reshaping The World Of Trading

This week, Avi sits down with Vlad Novakovski, founder and CEO of Lighter, the on-chain exchange partnered with Robinhood. Vlad went to high school with Robinhood's Vlad

The Market Can't Make Up Its Mind

This week, we go deep on how careers and capital actually get made. We discuss how Jordi Alexander built Selini from a poker table, why table selection is the single most

From Poker Pro To Trading Giant: Inside The Mind of Selini Capital

Recorded live at the Selini Summit in Cannes, Avi sits down with Jordi Alexander — founder and CIO of Selini Capital, former professional poker player, and one of the sha

Are The AI Labs Getting Nationalized?

Avi sits down with Ari Paul. His former boss, founder of BlockTower Capital, and one of the sharpest minds in crypto, for a wide-ranging conversation on what's next. We d

Who's Coming For The Market In Q3?

This week, with portfolios sitting at all-time highs after the best NASDAQ quarter since 2020, we ask who's coming for the market in Q3? We deep dive into why that gut fe

AI Cracks: Where Do You Hide?

This week, with NASDAQ down 3% and the AI trade showing cracks, we discuss where you actually hide. We deep dive into when technical analysis actually works, why you have

SpaceX Over, Fed Meeting Done, What’s Next?

In a short solo Juneteenth stream, Avi breaks down what's next now that the SpaceX IPO and the Fed meeting are behind us. We discuss why the market shrugged off a hawkish

Are Rate Cuts Dead?

This week, recorded live in the 30 minutes before the Fed decision, we discuss whether rate cuts are dead and what to watch from Kevin Warsh. We deep dive into why a full

SpaceX: Start of the Next Megabubble or End of the Rally?

This episode, Avi flies solo on the biggest IPO in history before Jonah stream-bombs him. We discuss why SpaceX's $1.77 trillion debut might be a low-float meme coin and

Did Trillion-Dollar IPOs Break The Social Contract?

This week, we discuss why AI is breaking the social contract between public markets and the American people. We deep dive into why only the self-motivated will win the AI