Episode Mentions
Better Offline · May 13, 2026
The Insanity of the Markets with Ben & Emil
“Cathie Wood's fund that made successful Tesla bet but now showing poor returns; represents overconfident momentum investing”
Finance Twitter as market-moving hive mind and sentiment indicatorRetail investor coordination and momentum-driven trading replacing fundamental analysisKorean retail traders and KOSPI index parabolic moves
View Analysis
The AI Daily Brief: Artificial Intelligence News and Analysis · Mar 6, 2026
GPT 5.4 First Test Results
“Investment firm reporting 20-point performance lift on ARK AGI 2 benchmark with GPT 5.4 at same price point as GPT 5.2”
GPT 5.4 Model Release and CapabilitiesComputer Use and Desktop AutomationToken Efficiency and Cost Optimization
View Analysis
TBPN · Jan 22, 2026
Davos Prints Cash, Private Credit Exits, Capital One Acquires Brex | Cathie Wood, Keller Cliffton, Jake Cooper, Joe Weisenthal, Coldhealing, Pedro Franceschi, Delian Asparouhov
Capital One Brex AcquisitionDavos 2026 Tech HighlightsAI Enterprise Adoption
View Analysis