SpaceX just pulled off the biggest IPO in history, so Mike Novogratz (@novogratz) and I are breaking down what it means for your portfolio, why $40 trillion in debt might actually require inflation to survive, how Social Security is set to go broke by 2032, whether the Clarity Act still has a pulse, Bitcoin reclaiming $70K, and so much more on this week's All Things Markets (@AllThingsMkts).
Watch on X, YouTube, and Spotify right now!!!!!
Timestamps
0:00 Mooch and Novo are back!
0:43 SpaceX IPOs with the biggest IPO of all time
3:31 SpaceX and American innovation post-9/11
6:22 Senator Warren's letter on SpaceX voting structure
10:23 President Trump says inflation will "come down like a rock."
14:03 Social Security runs dry by 2032, and what we can do to fix it
16:38 Warsh signals a rate hike? SpaceX closes above $2 trillion on Day 1?
17:20 Iran war over by the end of June?
18:20 The Clarity Act passes the Senate by September
23:15 Bitcoin reclaims $70K before the end of July
24:47 Team USA advances out of the World Cup group stage
25:30 Knicks win the championship in Game 5
28:17 Breaking down Saylor's Bitcoin sell-then-buy strategy
31:15 What made you smile this week?
$GLXY CIO Ferraro: Helios 'will create a stabilized asset w/ a 15yr+ offtake tenant paying us >$1bn/yr in rent, which allows us to use that at near triple net lease type margins and then have a really stable platform to take that capital and reinvest into growing the platform'
Henry Nowak died the same way a civilization dies: abandoned, handcuffed by authorities who neither trusted nor cared for him, and accused of hate crimes he did not commit. His murder is as tragic as it is enraging. He should still be alive today, and he would be if the last few generations of European elites had stood their ground against the politics of self-hatred and the mass invasion of migrants, many of whom despise the West and the people who love it.
Henry was far from the first to so needlessly lose his life, and I fear he won’t be the last. Each time a life like his is lost, the proper response—the only response—is righteous anger. One of the most important things the Trump administration has proven to the world is that stopping the flow of mass migration and defending national sovereignty is a matter of political will and leadership. Anything else is an excuse.
It is because we love the West that we want to preserve it. We love our civilization. We love our country. We love our children. And nobody—nobody—should ever die the way that Henry Nowak died. May God comfort those who loved him, and may God rest his soul.
The streets of Paris should currently be filled with white French speaking men wearing PSG football shirts and toasting glasses of wine in the numerous cafes that line the streets.
Instead it’s full of Africans setting fire to everything.
@RobertDVis Much appreciation Robert for speaking out on these urgent topics... the people in The Hague are totally disconnected what really goes on in society.
aldus @grok : Kortom: hij is een typische progressieve socioloog die data gebruikt om een linkse frame te ondersteunen (optimisme over integratie, focus op vermogensongelijkheid i.p.v. culturele issues, verdediging van instituties tegen rechts). Dat is geen wetenschappelijke zonde op zich, maar hij predikt neutraliteit die hij zelf niet volledig naleeft. Het is klassieke academische bias: “mijn interpretatie is de neutrale, die van rechts is gekleurd”. Niet schandalig hypocriet, maar ook niet helemaal zuiver op de graat. Hij inspireert inderdaad, zoals de inleiding zegt – maar vooral mensen die dezelfde bubbel delen.
4 web pages📷📷📷