All Things Markets

Podcast Hosted By @Scaramucci & @novogratz presented by @SALTConference. Watch now ⬇️

[Anthony Scaramucci @Scaramucci]

The AI train isn't slowing down; it's accelerating, the charts are parabolic, and if you're not nervous, you're not paying attention. Mike Novogratz and I get into all of it: the SpaceX frenzy, the jobs that are gone forever, and the conversation the Pope is having that Wall Street should probably be having too, all on this week's All Things Markets (@AllThingsMkts)

Watch/Listen on X, YouTube, and Spotify.

Timestamps
0:00 Mooch and Novo are back!
0:53 Bitcoin's "meh" moment, why crypto has lost the narrative
4:31 Michael Saylor's surprise move
5:45 Goldman raises S&P target to 8,000. Is this bull market real?
7:31 Oil shock warning: Exxon exec signals $150–$160 per barrel
10:49 Fixed income outlook and 18 years of bull market complacency
13:52 SpaceX $1.8 trillion valuation breakdown
16:50 Pope Leo XIV and Anthropic: a moral warning about AI
20:46 Claude 4.8 and the coming job displacement
22:23 Will AI crush software engineers?
24:18 Bullish vs Bearish
27:01 The $1.3B Bitcoin dark pool trade explained
31:04 What made you smile this week?

[Anthony Scaramucci @Scaramucci]

Watch the full episode here: https://t.co/5NlYslAxJf

[Anthony Scaramucci @Scaramucci]

.@novogratz and I discuss how great markets end and what the @SpaceX IPO could signal on the latest episode of @AllThingsMkts

[Anthony Scaramucci @Scaramucci]

New episode of All Things Markets (@AllThingsMkts) with myself and the great @novogratz: How Great Markets End + The Bubble Sign Wall Street Is Ignoring

Watch on X or YouTube with the link below.

Timestamps
0:00 Novo and Mooch are back!
0:55 NVIDIA reported record Q1 revenue of $81.6 billion, up 85% year-over-year
4:01 The U.S. 30-year Treasury touched 5.2% this week, its highest since 2007
8:49 Strait of Hormuz latest and Qatar negotiating with Iran to let tankers through
12:21 Are the warning lights going off on the economy?
14:21 SpaceX IPO: Fair, undervalued, or overvalued?
16:01 Great bubbles end with something symbolic
19:23 Bull case: oil lower, Warsh cuts rates, market rips into year-end
21:05 Jeff Bezos on K-shaped inequality and ways to fix it
26:29 Bullish or Bearish
31:01 What made you smile this week?

[Anthony Scaramucci @Scaramucci]

.@novogratz and I are back with a brand-new episode of All Things Markets. We discuss Kevin Warsh, public debt, @RayDalio's debt warning, President Trump's visit to China, what's next for the GENIUS Act, the future of Anthropic, and so much more.

Watch on X, YouTube, and Spotify.

Timestamps
0:00 Mooch and Novo are back!
0:55 Kevin Warsh confirmed as chairman of the Federal Reserve
2:15 Public debt hit $31.27 trillion against a GDP of $31.22 trillion
5:02 The S&P 500 and Nasdaq hit new all-time highs again
7:12 What's the one thing people should do right now to recession-proof their career?
9:47 What happens next in Bitcoin and crypto?
13:02 Ray Dalio's debt warning and possible solutions
15:28 Donald Trump visits China. What effect will it have?
20:52 Anthropic says AI will build itself by the end of 2028
22:53 Bullish vs Bearish
26:11 The CEO of the American Bankers Association tries to kill the GENIUS Act
32:25 A lot to be optimistic about...

[Anthony Scaramucci @Scaramucci]

I asked @novogratz the ONE TRADE that he would make in the next 12 MONTHS.

This is what he had to say.

[Anthony Scaramucci @Scaramucci]

.@novogratz explains why $83K–$84K is the real ceiling to watch for Bitcoin and where the price would go if it breaks.

[All Things Markets @AllThingsMkts]

Watch the full conversation between @Scaramucci and @novogratz here: https://t.co/E4Kpq1uojw

[All Things Markets @AllThingsMkts]

.@novogratz met with a big AI player and this is what he told him:

"They paused and realized they could duplicate those companies with four or five employees in Claude...and he thinks they'll have both those companies built internally within a month."

[Anthony Scaramucci @Scaramucci]

Markets climbing the wall of worry, Bitcoin crossed $80,000, and AI rewriting the rules of every business on the planet, Elon Musk and Sam Altman fighting it out in court, @novogratz and I discuss it all on this episode of All Things Markets (@AllThingsMkts)

Watch on X, YouTube, and Spotify.

Timestamps
0:00 Mooch & Novo Introduction
1:01 Bitcoin hits $80K, Strait of Hormuz uncertainty, and crypto wants to go higher
2:30 Clarity Act breakdown: Why it's getting done and what it means for crypto
5:35 What the hell is happening to the market?
8:32 Novo: "Crypto is getting its mojo back."
10:11 Long Nvidia/data centers, short legacy SaaS, does it still work?
13:43 Bullish vs. Bearish segment
18:07 SpaceX IPO at $1.75T+: Every institution needs to own it
23:27 Tokenization timeline + the best trade of the next 12 months
26:19 Closing thoughts