Money Men Transistor (https://transistor.fm) https://feeds.transistor.fm/money-men What are the world's biggest investors actually saying right now? And what can we learn from the legends who came before them? Every episode, we go source-by-source through interviews, reports, and predictions from investors like Cathie Wood, Ray Dalio, and Stanley Druckenmiller—plus deep dives into the timeless lessons from trading legends like Jesse Livermore and Paul Tudor Jones. No speculation. Just verified quotes, specific predictions, and the strategies behind the world's greatest money minds. This is Money Men. 2026 Money Men Show - All Rights Reserved abea4dc2-cdd9-5c4f-94ee-cadce2f2db7d yes en Fri, 13 Feb 2026 07:30:03 -0500 Fri, 13 Feb 2026 07:31:21 -0500 https://moneymen.fm https://img.transistorcdn.com/U9z_ZlVP-lu9TpXKIyNFHlhTycvtrxZvTflXa366Lus/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS83OWE5/YWRkMTdhMzFiMGFj/ODVkZmY0YjU1NmI1/YmQyNi5qcGc.jpg Money Men https://moneymen.fm episodic Josh Stanton What are the world's biggest investors actually saying right now? And what can we learn from the legends who came before them? Every episode, we go source-by-source through interviews, reports, and predictions from investors like Cathie Wood, Ray Dalio, and Stanley Druckenmiller—plus deep dives into the timeless lessons from trading legends like Jesse Livermore and Paul Tudor Jones. No speculation. Just verified quotes, specific predictions, and the strategies behind the world's greatest money minds. This is Money Men. What are the world's biggest investors actually saying right now. investing, investors, billionaire investors, hedge fund managers, wall street legends, ray dalio, warren buffett, druckenmiller, investing strategies, trading psychology, wealth building, market wisdom, financial education, investment philosophy, stock market, legendary traders Josh Stanton josh@moneymen.fm No No US CPI Report Today: The Moment of Truth for 2026 US CPI Report Today: The Moment of Truth for 2026 full 51d0d56e-c6d4-425d-9862-005572df780d https://share.transistor.fm/s/3fd67270 In less than 1 hour... the most important number of 2026 drops. At 8:30 AM Eastern, the Bureau of Labor Statistics releases the January CPI report. Will inflation finally break below 2.5%... confirming the soft landing? Or will we get another hot surprise?


Here's what most people don't know: 10 out of the last 11 January CPI reports have surprised to the UPSIDE. JPMorgan sees a 42% chance of a hot print. Barclays says there's meaningful upside risk.


Today's Show:

  • The January Curse: Why January inflation always runs hot - the annual price reset phenomenon and residual seasonality
  • What JPMorgan Is Seeing: 42.5% odds of a hotter print, but limited market reaction if it happens - the fear is priced in
  • Inside The Fed's Head: A structurally dovish Fed more likely to save the labor market than fight inflation
  • Powell's Swan Song: April could be his last meeting - 47% chance of a final rate cut
  • What To Watch: Core services, shelter costs, tariff passthrough, car insurance and healthcare
  • The Three Scenarios: Cool (face ripper rally), In-Line (yawn), Hot (contained damage)


Key Numbers:

  • 2.5% — Consensus CPI forecast (lowest since May 2025)
  • 10 out of 11 — January CPIs that surprised hot
  • 42.5% — JPMorgan's odds of a hotter print
  • 3.5-3.75% — Current Fed funds rate
  • 60 bps — Rate cuts priced for 2026 (2-3 cuts)
  • 50% — Odds of first cut in June
  • 47% — Odds of cut at Powell's final April meeting


Key Insight:

POSITIONING matters more than PREDICTION. The market is already braced for bad news. A cool print could be the bigger surprise.


Follow Money Men:

→ Website: moneymen.fm

→ X/Twitter: @moneymenpod


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - Intro
  • (02:00) - Setting The Stage
  • (05:00) - The January Curse
  • (08:00) - What JPMorgan Is Seeing
  • (10:30) - Inside The Fed's Head
  • (13:00) - The Rate Cut Math
  • (15:30) - What To Watch
  • (18:00) - The Three Scenarios
  • (21:00) - The Bigger Picture
  • (23:00) - Outro
]]> In less than 1 hour... the most important number of 2026 drops. At 8:30 AM Eastern, the Bureau of Labor Statistics releases the January CPI report. Will inflation finally break below 2.5%... confirming the soft landing? Or will we get another hot surprise?


Here's what most people don't know: 10 out of the last 11 January CPI reports have surprised to the UPSIDE. JPMorgan sees a 42% chance of a hot print. Barclays says there's meaningful upside risk.


Today's Show:

  • The January Curse: Why January inflation always runs hot - the annual price reset phenomenon and residual seasonality
  • What JPMorgan Is Seeing: 42.5% odds of a hotter print, but limited market reaction if it happens - the fear is priced in
  • Inside The Fed's Head: A structurally dovish Fed more likely to save the labor market than fight inflation
  • Powell's Swan Song: April could be his last meeting - 47% chance of a final rate cut
  • What To Watch: Core services, shelter costs, tariff passthrough, car insurance and healthcare
  • The Three Scenarios: Cool (face ripper rally), In-Line (yawn), Hot (contained damage)


Key Numbers:

  • 2.5% — Consensus CPI forecast (lowest since May 2025)
  • 10 out of 11 — January CPIs that surprised hot
  • 42.5% — JPMorgan's odds of a hotter print
  • 3.5-3.75% — Current Fed funds rate
  • 60 bps — Rate cuts priced for 2026 (2-3 cuts)
  • 50% — Odds of first cut in June
  • 47% — Odds of cut at Powell's final April meeting


Key Insight:

POSITIONING matters more than PREDICTION. The market is already braced for bad news. A cool print could be the bigger surprise.


Follow Money Men:

→ Website: moneymen.fm

→ X/Twitter: @moneymenpod


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - Intro
  • (02:00) - Setting The Stage
  • (05:00) - The January Curse
  • (08:00) - What JPMorgan Is Seeing
  • (10:30) - Inside The Fed's Head
  • (13:00) - The Rate Cut Math
  • (15:30) - What To Watch
  • (18:00) - The Three Scenarios
  • (21:00) - The Bigger Picture
  • (23:00) - Outro
]]> Fri, 13 Feb 2026 07:30:00 -0500 Josh Stanton Josh Stanton 1456 In less than 1 hour... the most important number of 2026 drops. At 8:30 AM Eastern, the Bureau of Labor Statistics releases the January CPI report. Will inflation finally break below 2.5%... confirming the soft landing? Or will we get another hot surprise?


Here's what most people don't know: 10 out of the last 11 January CPI reports have surprised to the UPSIDE. JPMorgan sees a 42% chance of a hot print. Barclays says there's meaningful upside risk.


Today's Show:

  • The January Curse: Why January inflation always runs hot - the annual price reset phenomenon and residual seasonality
  • What JPMorgan Is Seeing: 42.5% odds of a hotter print, but limited market reaction if it happens - the fear is priced in
  • Inside The Fed's Head: A structurally dovish Fed more likely to save the labor market than fight inflation
  • Powell's Swan Song: April could be his last meeting - 47% chance of a final rate cut
  • What To Watch: Core services, shelter costs, tariff passthrough, car insurance and healthcare
  • The Three Scenarios: Cool (face ripper rally), In-Line (yawn), Hot (contained damage)


Key Numbers:

  • 2.5% — Consensus CPI forecast (lowest since May 2025)
  • 10 out of 11 — January CPIs that surprised hot
  • 42.5% — JPMorgan's odds of a hotter print
  • 3.5-3.75% — Current Fed funds rate
  • 60 bps — Rate cuts priced for 2026 (2-3 cuts)
  • 50% — Odds of first cut in June
  • 47% — Odds of cut at Powell's final April meeting


Key Insight:

POSITIONING matters more than PREDICTION. The market is already braced for bad news. A cool print could be the bigger surprise.


Follow Money Men:

→ Website: moneymen.fm

→ X/Twitter: @moneymenpod


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - Intro
  • (02:00) - Setting The Stage
  • (05:00) - The January Curse
  • (08:00) - What JPMorgan Is Seeing
  • (10:30) - Inside The Fed's Head
  • (13:00) - The Rate Cut Math
  • (15:30) - What To Watch
  • (18:00) - The Three Scenarios
  • (21:00) - The Bigger Picture
  • (23:00) - Outro
]]> CPI, CPI january, inflation, Federal Reserve, rate cuts, Jerome Powell, January effect, JPMorgan, Barclays, soft landing No Saylor vs Burry: Who's Right About Bitcoin? Saylor vs Burry: Who's Right About Bitcoin? full 162f7960-fbcb-4249-8365-6ec57b4d5dea https://share.transistor.fm/s/a310b82b Sickening scenarios have now come within reach. That's Michael Burry — the Big Short guy who predicted 2008 — warning that Bitcoin could trigger a collapse where there's "no buyer." Meanwhile, Michael Saylor just said he'll keep buying Bitcoin "every quarter forever." Someone's about to be catastrophically wrong. $54 billion is on the line.


Today's Show:

  • Burry's Death Spiral Thesis: The Big Short investor says Strategy faces an "existential crisis" if Bitcoin hits $60K. He warns tokenized metal futures could "collapse into a black hole with no buyers."
  • Strategy's Position: 715,000 BTC at $76K average cost. Currently $9K underwater per coin. $12.4B net loss in Q4 2025. MNAV dipping below 1 — the "last resort" trigger.
  • Saylor's Response: "If Bitcoin falls 90% for four years, we'll refinance. We'll roll it forward." He expects to buy "every quarter forever."
  • Burry's Track Record: Predicted 2008 brilliantly — but since then? Wrong on Tesla (up 700%), wrong on AI (shorted NVDA), wrong on Bitcoin (called it "worse than tulips"). Underperformed S&P by 5-7% annually for a decade.
  • What Market Makers Say: Wintermute says we're in a bear market but "not a structural blowup like FTX, Luna, or Three Arrows." Macro-driven, not fraud-driven.
  • Whale Activity: 152,000 BTC accumulated by whales in 30 days while 580,000 retail traders got liquidated. Cathie Wood bought $72M during the crash.
  • Saylor's 2026 Timeline: Base case $120-140K (60% probability). March: 20 millionth BTC mined. Q4: momentum builds.


Key Numbers:

  • $54 billion — Strategy's Bitcoin position value
  • 715,000 — Total BTC held by Strategy (3% of all Bitcoin)
  • $76,000 — Strategy's average cost per BTC
  • $12.4 billion — Strategy's Q4 2025 net loss
  • 47% — Bitcoin's crash from October high of $126K
  • 70% — Strategy stock decline from all-time high
  • 152,000 — BTC accumulated by whales in 30 days


Sources:


Practical Takeaways:

  • Don't panic sell — every major BTC crash has been followed by new ATHs
  • Don't over-leverage — margin calls are destroying traders right now
  • Burry being famous doesn't make him right (terrible track record since 2008)
  • Saylor being bullish doesn't make him right (massive personal exposure = bias)


Follow Money Men:

→ Website: moneymen.fm

→ X/Twitter: @moneymenpod


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - Intro - Saylor vs Burry: $54B on the Line
  • (01:21) - Burry's Death Spiral Thesis
  • (04:34) - Strategy's Numbers: $715K BTC, $12B Loss
  • (05:58) - MNAV Explained - The Danger Line
  • (07:10) - Saylor's Response
  • (09:10) - Burry's Track Record Since 2008
  • (11:41) - Why Burry's Framework Fails
  • (12:55) - What Market Makers Say (Wintermute)
  • (14:07) - What Whales Are Doing
  • (14:48) - Saylor's 2026 Timeline
  • (16:38) - Who's Right?
  • (18:41) - Practical Takeaways
]]> Sickening scenarios have now come within reach. That's Michael Burry — the Big Short guy who predicted 2008 — warning that Bitcoin could trigger a collapse where there's "no buyer." Meanwhile, Michael Saylor just said he'll keep buying Bitcoin "every quarter forever." Someone's about to be catastrophically wrong. $54 billion is on the line.


Today's Show:

  • Burry's Death Spiral Thesis: The Big Short investor says Strategy faces an "existential crisis" if Bitcoin hits $60K. He warns tokenized metal futures could "collapse into a black hole with no buyers."
  • Strategy's Position: 715,000 BTC at $76K average cost. Currently $9K underwater per coin. $12.4B net loss in Q4 2025. MNAV dipping below 1 — the "last resort" trigger.
  • Saylor's Response: "If Bitcoin falls 90% for four years, we'll refinance. We'll roll it forward." He expects to buy "every quarter forever."
  • Burry's Track Record: Predicted 2008 brilliantly — but since then? Wrong on Tesla (up 700%), wrong on AI (shorted NVDA), wrong on Bitcoin (called it "worse than tulips"). Underperformed S&P by 5-7% annually for a decade.
  • What Market Makers Say: Wintermute says we're in a bear market but "not a structural blowup like FTX, Luna, or Three Arrows." Macro-driven, not fraud-driven.
  • Whale Activity: 152,000 BTC accumulated by whales in 30 days while 580,000 retail traders got liquidated. Cathie Wood bought $72M during the crash.
  • Saylor's 2026 Timeline: Base case $120-140K (60% probability). March: 20 millionth BTC mined. Q4: momentum builds.


Key Numbers:

  • $54 billion — Strategy's Bitcoin position value
  • 715,000 — Total BTC held by Strategy (3% of all Bitcoin)
  • $76,000 — Strategy's average cost per BTC
  • $12.4 billion — Strategy's Q4 2025 net loss
  • 47% — Bitcoin's crash from October high of $126K
  • 70% — Strategy stock decline from all-time high
  • 152,000 — BTC accumulated by whales in 30 days


Sources:


Practical Takeaways:

  • Don't panic sell — every major BTC crash has been followed by new ATHs
  • Don't over-leverage — margin calls are destroying traders right now
  • Burry being famous doesn't make him right (terrible track record since 2008)
  • Saylor being bullish doesn't make him right (massive personal exposure = bias)


Follow Money Men:

→ Website: moneymen.fm

→ X/Twitter: @moneymenpod


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - Intro - Saylor vs Burry: $54B on the Line
  • (01:21) - Burry's Death Spiral Thesis
  • (04:34) - Strategy's Numbers: $715K BTC, $12B Loss
  • (05:58) - MNAV Explained - The Danger Line
  • (07:10) - Saylor's Response
  • (09:10) - Burry's Track Record Since 2008
  • (11:41) - Why Burry's Framework Fails
  • (12:55) - What Market Makers Say (Wintermute)
  • (14:07) - What Whales Are Doing
  • (14:48) - Saylor's 2026 Timeline
  • (16:38) - Who's Right?
  • (18:41) - Practical Takeaways
]]> Thu, 12 Feb 2026 07:00:00 -0500 Josh Stanton Josh Stanton 1195 Sickening scenarios have now come within reach. That's Michael Burry — the Big Short guy who predicted 2008 — warning that Bitcoin could trigger a collapse where there's "no buyer." Meanwhile, Michael Saylor just said he'll keep buying Bitcoin "every quarter forever." Someone's about to be catastrophically wrong. $54 billion is on the line.


Today's Show:

  • Burry's Death Spiral Thesis: The Big Short investor says Strategy faces an "existential crisis" if Bitcoin hits $60K. He warns tokenized metal futures could "collapse into a black hole with no buyers."
  • Strategy's Position: 715,000 BTC at $76K average cost. Currently $9K underwater per coin. $12.4B net loss in Q4 2025. MNAV dipping below 1 — the "last resort" trigger.
  • Saylor's Response: "If Bitcoin falls 90% for four years, we'll refinance. We'll roll it forward." He expects to buy "every quarter forever."
  • Burry's Track Record: Predicted 2008 brilliantly — but since then? Wrong on Tesla (up 700%), wrong on AI (shorted NVDA), wrong on Bitcoin (called it "worse than tulips"). Underperformed S&P by 5-7% annually for a decade.
  • What Market Makers Say: Wintermute says we're in a bear market but "not a structural blowup like FTX, Luna, or Three Arrows." Macro-driven, not fraud-driven.
  • Whale Activity: 152,000 BTC accumulated by whales in 30 days while 580,000 retail traders got liquidated. Cathie Wood bought $72M during the crash.
  • Saylor's 2026 Timeline: Base case $120-140K (60% probability). March: 20 millionth BTC mined. Q4: momentum builds.


Key Numbers:

  • $54 billion — Strategy's Bitcoin position value
  • 715,000 — Total BTC held by Strategy (3% of all Bitcoin)
  • $76,000 — Strategy's average cost per BTC
  • $12.4 billion — Strategy's Q4 2025 net loss
  • 47% — Bitcoin's crash from October high of $126K
  • 70% — Strategy stock decline from all-time high
  • 152,000 — BTC accumulated by whales in 30 days


Sources:


Practical Takeaways:

  • Don't panic sell — every major BTC crash has been followed by new ATHs
  • Don't over-leverage — margin calls are destroying traders right now
  • Burry being famous doesn't make him right (terrible track record since 2008)
  • Saylor being bullish doesn't make him right (massive personal exposure = bias)


Follow Money Men:

→ Website: moneymen.fm

→ X/Twitter: @moneymenpod


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - Intro - Saylor vs Burry: $54B on the Line
  • (01:21) - Burry's Death Spiral Thesis
  • (04:34) - Strategy's Numbers: $715K BTC, $12B Loss
  • (05:58) - MNAV Explained - The Danger Line
  • (07:10) - Saylor's Response
  • (09:10) - Burry's Track Record Since 2008
  • (11:41) - Why Burry's Framework Fails
  • (12:55) - What Market Makers Say (Wintermute)
  • (14:07) - What Whales Are Doing
  • (14:48) - Saylor's 2026 Timeline
  • (16:38) - Who's Right?
  • (18:41) - Practical Takeaways
]]> Bitcoin, Michael Saylor, Michael Burry, Strategy, MicroStrategy, cryptocurrency, investing, death spiral, bear market No Ray Dalio On Tucker: CBDCs, Privacy, And Civil War? Ray Dalio On Tucker: CBDCs, Privacy, And Civil War? full 53dbfc45-9d46-4f53-b63f-c2ac023527fc https://share.transistor.fm/s/4e3e9753 Ray Dalio just issued one of the most chilling warnings about money I've ever heard: "There will be no privacy." He's not talking about social media or government surveillance—he's talking about your bank account, every transaction you make, and why central bank digital currencies (CBDCs) are coming whether we like it or not.


Today's Show:

  • Ray Dalio's CBDC Warning: Why the government will be able to see everything you buy and freeze your accounts with one click
  • What Are CBDCs?: Central bank digital currencies explained in plain English
  • The Privacy Problem: Why every transaction becomes traceable and controllable
  • Stage 5 of Collapse: Where America sits in Dalio's model of civilizations rising and falling
  • Civil War Risks: Why Dalio sees real signs of internal conflict today
  • How to Protect Yourself: What Dalio says you should do with your money right now


Key Warnings from Dalio:

  • CBDCs will eliminate financial privacy
  • Government can freeze accounts instantly
  • America heading toward "financial heart attack"
  • Real signs of civil war today
  • Stage 5 of collapse indicators visible now


Sources:


Follow the Show:

Website: moneymen.fm

X/Twitter: @moneymenpod


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - Intro: Ray Dalio's Warning
  • (01:29) - Who is Ray Dalio?
  • (04:39) - What Are CBDCs?
  • (08:19) - The Privacy Problem
  • (12:09) - Government Control
  • (15:49) - Stage 5 of Collapse
  • (19:39) - Civil War Risks
  • (22:29) - How to Protect Yourself
]]> Ray Dalio just issued one of the most chilling warnings about money I've ever heard: "There will be no privacy." He's not talking about social media or government surveillance—he's talking about your bank account, every transaction you make, and why central bank digital currencies (CBDCs) are coming whether we like it or not.


Today's Show:

  • Ray Dalio's CBDC Warning: Why the government will be able to see everything you buy and freeze your accounts with one click
  • What Are CBDCs?: Central bank digital currencies explained in plain English
  • The Privacy Problem: Why every transaction becomes traceable and controllable
  • Stage 5 of Collapse: Where America sits in Dalio's model of civilizations rising and falling
  • Civil War Risks: Why Dalio sees real signs of internal conflict today
  • How to Protect Yourself: What Dalio says you should do with your money right now


Key Warnings from Dalio:

  • CBDCs will eliminate financial privacy
  • Government can freeze accounts instantly
  • America heading toward "financial heart attack"
  • Real signs of civil war today
  • Stage 5 of collapse indicators visible now


Sources:


Follow the Show:

Website: moneymen.fm

X/Twitter: @moneymenpod


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - Intro: Ray Dalio's Warning
  • (01:29) - Who is Ray Dalio?
  • (04:39) - What Are CBDCs?
  • (08:19) - The Privacy Problem
  • (12:09) - Government Control
  • (15:49) - Stage 5 of Collapse
  • (19:39) - Civil War Risks
  • (22:29) - How to Protect Yourself
]]> Wed, 11 Feb 2026 07:30:00 -0500 Josh Stanton Josh Stanton 1513 Ray Dalio just issued one of the most chilling warnings about money I've ever heard: "There will be no privacy." He's not talking about social media or government surveillance—he's talking about your bank account, every transaction you make, and why central bank digital currencies (CBDCs) are coming whether we like it or not.


Today's Show:

  • Ray Dalio's CBDC Warning: Why the government will be able to see everything you buy and freeze your accounts with one click
  • What Are CBDCs?: Central bank digital currencies explained in plain English
  • The Privacy Problem: Why every transaction becomes traceable and controllable
  • Stage 5 of Collapse: Where America sits in Dalio's model of civilizations rising and falling
  • Civil War Risks: Why Dalio sees real signs of internal conflict today
  • How to Protect Yourself: What Dalio says you should do with your money right now


Key Warnings from Dalio:

  • CBDCs will eliminate financial privacy
  • Government can freeze accounts instantly
  • America heading toward "financial heart attack"
  • Real signs of civil war today
  • Stage 5 of collapse indicators visible now


Sources:


Follow the Show:

Website: moneymen.fm

X/Twitter: @moneymenpod


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - Intro: Ray Dalio's Warning
  • (01:29) - Who is Ray Dalio?
  • (04:39) - What Are CBDCs?
  • (08:19) - The Privacy Problem
  • (12:09) - Government Control
  • (15:49) - Stage 5 of Collapse
  • (19:39) - Civil War Risks
  • (22:29) - How to Protect Yourself
]]> Ray Dalio, CBDC, central bank digital currency, digital dollar, financial surveillance, government control, Federal Reserve, digital currency, monetary policy, financial privacy, cashless society, China digital yuan, financial freedom, surveillance state, bank accounts No The Anthropic Effect: How One AI Company Just Wiped $1 Trillion From the Stock Market The Anthropic Effect: How One AI Company Just Wiped $1 Trillion From the Stock Market full ba674069-cc2e-4fee-9164-9659296c4126 https://share.transistor.fm/s/95bfd23d One AI announcement just crashed $1 trillion in software stocks. Anthropic released Claude Opus 4.6 and Claude Cowork, and Wall Street is calling it "The Anthropic Effect." Today I break down what happened, why SaaS stocks are panicking, and what this means for your portfolio.


Today's Show:

  • The Crash: Thomson Reuters -18%, Salesforce -25%, Intuit -31% - all triggered by one announcement
  • Claude Opus 4.6: New AI benchmark king, beating GPT-5.2 by 144 Elo points
  • Claude Cowork: The $20/month "SaaS killer" that's terrifying traditional software
  • The Valuation: Anthropic's 350 billion dollar value (up from 18B in 2023)
  • Super Bowl: Anthropic vs OpenAI ad war and who won


Key Numbers:

  • $1 trillion wiped from software stocks in one week
  • 144 Elo points ahead of GPT-5.2 on key benchmarks
  • $350 billion Anthropic valuation (20x increase in 2 years)
  • $20/month Claude Cowork vs $75-300/month traditional SaaS
  • 95% win rate (38/40 tasks) in blind testing


Sources:


Follow the Show:

Website: moneymen.fm

X/Twitter: @moneymenpod


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - The Trillion Dollar Crash
  • (02:42) - What Is Anthropic?
  • (04:19) - Claude Opus 4.6: The New Benchmark King
  • (08:05) - Claude Cowork: The SaaS Killer
  • (10:48) - The Market Meltdown
  • (12:57) - Why This Time Is Different
  • (15:07) - The $350 Billion Valuation
  • (16:45) - Super Bowl Ad War
  • (18:23) - Winners and Losers
]]> One AI announcement just crashed $1 trillion in software stocks. Anthropic released Claude Opus 4.6 and Claude Cowork, and Wall Street is calling it "The Anthropic Effect." Today I break down what happened, why SaaS stocks are panicking, and what this means for your portfolio.


Today's Show:

  • The Crash: Thomson Reuters -18%, Salesforce -25%, Intuit -31% - all triggered by one announcement
  • Claude Opus 4.6: New AI benchmark king, beating GPT-5.2 by 144 Elo points
  • Claude Cowork: The $20/month "SaaS killer" that's terrifying traditional software
  • The Valuation: Anthropic's 350 billion dollar value (up from 18B in 2023)
  • Super Bowl: Anthropic vs OpenAI ad war and who won


Key Numbers:

  • $1 trillion wiped from software stocks in one week
  • 144 Elo points ahead of GPT-5.2 on key benchmarks
  • $350 billion Anthropic valuation (20x increase in 2 years)
  • $20/month Claude Cowork vs $75-300/month traditional SaaS
  • 95% win rate (38/40 tasks) in blind testing


Sources:


Follow the Show:

Website: moneymen.fm

X/Twitter: @moneymenpod


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - The Trillion Dollar Crash
  • (02:42) - What Is Anthropic?
  • (04:19) - Claude Opus 4.6: The New Benchmark King
  • (08:05) - Claude Cowork: The SaaS Killer
  • (10:48) - The Market Meltdown
  • (12:57) - Why This Time Is Different
  • (15:07) - The $350 Billion Valuation
  • (16:45) - Super Bowl Ad War
  • (18:23) - Winners and Losers
]]> Tue, 10 Feb 2026 08:03:00 -0500 Josh Stanton Josh Stanton 1192 One AI announcement just crashed $1 trillion in software stocks. Anthropic released Claude Opus 4.6 and Claude Cowork, and Wall Street is calling it "The Anthropic Effect." Today I break down what happened, why SaaS stocks are panicking, and what this means for your portfolio.


Today's Show:

  • The Crash: Thomson Reuters -18%, Salesforce -25%, Intuit -31% - all triggered by one announcement
  • Claude Opus 4.6: New AI benchmark king, beating GPT-5.2 by 144 Elo points
  • Claude Cowork: The $20/month "SaaS killer" that's terrifying traditional software
  • The Valuation: Anthropic's 350 billion dollar value (up from 18B in 2023)
  • Super Bowl: Anthropic vs OpenAI ad war and who won


Key Numbers:

  • $1 trillion wiped from software stocks in one week
  • 144 Elo points ahead of GPT-5.2 on key benchmarks
  • $350 billion Anthropic valuation (20x increase in 2 years)
  • $20/month Claude Cowork vs $75-300/month traditional SaaS
  • 95% win rate (38/40 tasks) in blind testing


Sources:


Follow the Show:

Website: moneymen.fm

X/Twitter: @moneymenpod


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - The Trillion Dollar Crash
  • (02:42) - What Is Anthropic?
  • (04:19) - Claude Opus 4.6: The New Benchmark King
  • (08:05) - Claude Cowork: The SaaS Killer
  • (10:48) - The Market Meltdown
  • (12:57) - Why This Time Is Different
  • (15:07) - The $350 Billion Valuation
  • (16:45) - Super Bowl Ad War
  • (18:23) - Winners and Losers
]]> anthropic, dario amodei, daniela amodei, claude opus 4.6, claude cowork, anthropic effect, saas stocks crash, ai stocks, software stocks, ai disruption, openai vs anthropic, super bowl ai ads, enterprise ai, money men podcast No Weekly Recap: Novo Crashes $50B, Palantir's AI Monopoly, Dow Hits 50K & Musk's $1.25T Space Bet Weekly Recap: Novo Crashes $50B, Palantir's AI Monopoly, Dow Hits 50K & Musk's $1.25T Space Bet full c05d4fb9-698b-40c5-966b-2f85dcd775e5 https://share.transistor.fm/s/df495696 $50 BILLION dollars wiped out in a single day. A CEO who carries a SWORD told Wall Street his company has ZERO competition. Bitcoin CRASHED 15% in 72 hours. The Dow crossed 50,000 for the FIRST time in history. And Elon Musk announced he's putting AI data centers IN ORBIT around the Earth.


This is the Money Men Sunday Recap for February 2nd through 8th, 2026 — the week markets absolutely lost their minds.


Today's Show:

  • Novo Nordisk Collapse: The obesity drug king watched $50B vanish in hours. Their new CEO said "it gets worse from here." Trump's 85% price cuts, Eli Lilly's superior drugs, and compounding pharmacy knockoffs are squeezing them from three directions.
  • Palantir's AI Empire: CEO Alex Karp — philosophy PhD, Qi Gong practitioner, sword-carrier — delivered 70% revenue growth and declared "we are N of one." Is that arrogance or the only AI company actually making money?
  • Cathie Wood's $1.2M Bitcoin Call: She's predicting a "Goldilocks economy," Tesla at $2,600, and Bitcoin at $1.2 million. But her fund crashed 75% and Zoom never hit $1,500. True believer or broken clock?
  • Musk's $1.25 Trillion Moonshot: SpaceX just absorbed xAI to build orbital data centers powered by the sun. A million satellites. Unlimited energy. June IPO. Genius or SolarCity 2.0?


Other News:

  • Dow 50,000: Historic milestone — first time ever. Trump celebrated. Markets snapped a 3-week losing streak.
  • Bitcoin's Wild Ride: $71K → $60K → $70K in 72 hours. If you're trading it, weeks like this will wreck you.
  • The SaaSpocalypse: Anthropic's Claude Cowork announcement wiped $285B from software stocks. Salesforce, Adobe, DocuSign — down 6-8%. AI is eating SaaS.


Key Numbers:

  • Novo Nordisk crash: -18% ($50B) in one day
  • Wegovy price cut: $1,000/month → $149/month (85% reduction)
  • Palantir Q4: $1.41B revenue, 70% YoY growth, 57% margins
  • SpaceX + xAI: $1.25 trillion combined valuation
  • Dow milestone: 50,000 points
  • Bitcoin swing: 15% drop and recovery in 72 hours
  • SaaS wipeout: $285 billion erased
  • Buffett's cash pile: $381 billion (he can't find anything worth buying)


Sources Referenced:


What To Watch Next Week:

  • Earnings: Disney (streaming struggles?), Salesforce (AI threat acknowledged?), Uber/Lyft (gig economy health)
  • CPI Report: Hot inflation kills rate cut hopes. This number moves markets.
  • Novo Nordisk: Analyst downgrades incoming? Is this the bottom or just the beginning?
  • SaaS Stocks: Friday's bounce — relief rally or dead cat?


Follow Money Men:

→ Website: moneymen.fm

→ X/Twitter: @moneymenpod


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - Intro: The Week Markets Went Insane
  • (02:00) - Novo Nordisk: The Fall of the Obesity King
  • (06:30) - Palantir: The Sword-Carrying Philosopher's AI Empire
  • (10:00) - Cathie Wood's $1.2M Bitcoin Prediction
  • (14:00) - Elon Musk: AI in Space
  • (17:30) - Bonus: Dow 50K Milestone
  • (18:00) - Bonus: Bitcoin's 15% Crash and Recovery
  • (19:00) - Bonus: The SaaSpocalypse
  • (20:00) - What To Watch This Week
  • (23:00) - Final Thoughts
]]> $50 BILLION dollars wiped out in a single day. A CEO who carries a SWORD told Wall Street his company has ZERO competition. Bitcoin CRASHED 15% in 72 hours. The Dow crossed 50,000 for the FIRST time in history. And Elon Musk announced he's putting AI data centers IN ORBIT around the Earth.


This is the Money Men Sunday Recap for February 2nd through 8th, 2026 — the week markets absolutely lost their minds.


Today's Show:

  • Novo Nordisk Collapse: The obesity drug king watched $50B vanish in hours. Their new CEO said "it gets worse from here." Trump's 85% price cuts, Eli Lilly's superior drugs, and compounding pharmacy knockoffs are squeezing them from three directions.
  • Palantir's AI Empire: CEO Alex Karp — philosophy PhD, Qi Gong practitioner, sword-carrier — delivered 70% revenue growth and declared "we are N of one." Is that arrogance or the only AI company actually making money?
  • Cathie Wood's $1.2M Bitcoin Call: She's predicting a "Goldilocks economy," Tesla at $2,600, and Bitcoin at $1.2 million. But her fund crashed 75% and Zoom never hit $1,500. True believer or broken clock?
  • Musk's $1.25 Trillion Moonshot: SpaceX just absorbed xAI to build orbital data centers powered by the sun. A million satellites. Unlimited energy. June IPO. Genius or SolarCity 2.0?


Other News:

  • Dow 50,000: Historic milestone — first time ever. Trump celebrated. Markets snapped a 3-week losing streak.
  • Bitcoin's Wild Ride: $71K → $60K → $70K in 72 hours. If you're trading it, weeks like this will wreck you.
  • The SaaSpocalypse: Anthropic's Claude Cowork announcement wiped $285B from software stocks. Salesforce, Adobe, DocuSign — down 6-8%. AI is eating SaaS.


Key Numbers:

  • Novo Nordisk crash: -18% ($50B) in one day
  • Wegovy price cut: $1,000/month → $149/month (85% reduction)
  • Palantir Q4: $1.41B revenue, 70% YoY growth, 57% margins
  • SpaceX + xAI: $1.25 trillion combined valuation
  • Dow milestone: 50,000 points
  • Bitcoin swing: 15% drop and recovery in 72 hours
  • SaaS wipeout: $285 billion erased
  • Buffett's cash pile: $381 billion (he can't find anything worth buying)


Sources Referenced:


What To Watch Next Week:

  • Earnings: Disney (streaming struggles?), Salesforce (AI threat acknowledged?), Uber/Lyft (gig economy health)
  • CPI Report: Hot inflation kills rate cut hopes. This number moves markets.
  • Novo Nordisk: Analyst downgrades incoming? Is this the bottom or just the beginning?
  • SaaS Stocks: Friday's bounce — relief rally or dead cat?


Follow Money Men:

→ Website: moneymen.fm

→ X/Twitter: @moneymenpod


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - Intro: The Week Markets Went Insane
  • (02:00) - Novo Nordisk: The Fall of the Obesity King
  • (06:30) - Palantir: The Sword-Carrying Philosopher's AI Empire
  • (10:00) - Cathie Wood's $1.2M Bitcoin Prediction
  • (14:00) - Elon Musk: AI in Space
  • (17:30) - Bonus: Dow 50K Milestone
  • (18:00) - Bonus: Bitcoin's 15% Crash and Recovery
  • (19:00) - Bonus: The SaaSpocalypse
  • (20:00) - What To Watch This Week
  • (23:00) - Final Thoughts
]]> Sun, 08 Feb 2026 08:06:00 -0500 Josh Stanton Josh Stanton 1418 $50 BILLION dollars wiped out in a single day. A CEO who carries a SWORD told Wall Street his company has ZERO competition. Bitcoin CRASHED 15% in 72 hours. The Dow crossed 50,000 for the FIRST time in history. And Elon Musk announced he's putting AI data centers IN ORBIT around the Earth.


This is the Money Men Sunday Recap for February 2nd through 8th, 2026 — the week markets absolutely lost their minds.


Today's Show:

  • Novo Nordisk Collapse: The obesity drug king watched $50B vanish in hours. Their new CEO said "it gets worse from here." Trump's 85% price cuts, Eli Lilly's superior drugs, and compounding pharmacy knockoffs are squeezing them from three directions.
  • Palantir's AI Empire: CEO Alex Karp — philosophy PhD, Qi Gong practitioner, sword-carrier — delivered 70% revenue growth and declared "we are N of one." Is that arrogance or the only AI company actually making money?
  • Cathie Wood's $1.2M Bitcoin Call: She's predicting a "Goldilocks economy," Tesla at $2,600, and Bitcoin at $1.2 million. But her fund crashed 75% and Zoom never hit $1,500. True believer or broken clock?
  • Musk's $1.25 Trillion Moonshot: SpaceX just absorbed xAI to build orbital data centers powered by the sun. A million satellites. Unlimited energy. June IPO. Genius or SolarCity 2.0?


Other News:

  • Dow 50,000: Historic milestone — first time ever. Trump celebrated. Markets snapped a 3-week losing streak.
  • Bitcoin's Wild Ride: $71K → $60K → $70K in 72 hours. If you're trading it, weeks like this will wreck you.
  • The SaaSpocalypse: Anthropic's Claude Cowork announcement wiped $285B from software stocks. Salesforce, Adobe, DocuSign — down 6-8%. AI is eating SaaS.


Key Numbers:

  • Novo Nordisk crash: -18% ($50B) in one day
  • Wegovy price cut: $1,000/month → $149/month (85% reduction)
  • Palantir Q4: $1.41B revenue, 70% YoY growth, 57% margins
  • SpaceX + xAI: $1.25 trillion combined valuation
  • Dow milestone: 50,000 points
  • Bitcoin swing: 15% drop and recovery in 72 hours
  • SaaS wipeout: $285 billion erased
  • Buffett's cash pile: $381 billion (he can't find anything worth buying)


Sources Referenced:


What To Watch Next Week:

  • Earnings: Disney (streaming struggles?), Salesforce (AI threat acknowledged?), Uber/Lyft (gig economy health)
  • CPI Report: Hot inflation kills rate cut hopes. This number moves markets.
  • Novo Nordisk: Analyst downgrades incoming? Is this the bottom or just the beginning?
  • SaaS Stocks: Friday's bounce — relief rally or dead cat?


Follow Money Men:

→ Website: moneymen.fm

→ X/Twitter: @moneymenpod


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - Intro: The Week Markets Went Insane
  • (02:00) - Novo Nordisk: The Fall of the Obesity King
  • (06:30) - Palantir: The Sword-Carrying Philosopher's AI Empire
  • (10:00) - Cathie Wood's $1.2M Bitcoin Prediction
  • (14:00) - Elon Musk: AI in Space
  • (17:30) - Bonus: Dow 50K Milestone
  • (18:00) - Bonus: Bitcoin's 15% Crash and Recovery
  • (19:00) - Bonus: The SaaSpocalypse
  • (20:00) - What To Watch This Week
  • (23:00) - Final Thoughts
]]> novo nordisk crash, palantir earnings, dow 50000, bitcoin crash, cathie wood predictions, elon musk spacex, xai merger, ozempic wegovy, eli lilly, AI monopoly, alex karp, tesla prediction, orbital data centers, saas crash, anthropic claude, software stocks, market recap, investing news, stock market analysis, trump rx No Novo Nordisk(Ozempic) Crash: The Fall of the Obesity King ($50B Wiped Out) Novo Nordisk(Ozempic) Crash: The Fall of the Obesity King ($50B Wiped Out) full 15119527-1284-4ddc-b42a-0453b90c4a02 https://share.transistor.fm/s/559449db $50 BILLION DOLLARS. Gone. In a single trading session.


Yesterday, Novo Nordisk—the company behind Ozempic and Wegovy, the company that basically invented the weight loss drug revolution—watched 18% of its market value disappear in hours.


But here's what makes this story wild. After the crash, their new CEO got in front of investors and said: "People should expect that it goes down before it comes back up."


He told them it gets worse from here.


Today's Show:

  • The Crash: $50B wiped out, 18% drop, guidance 10x worse than expected
  • The Trump Factor: TrumpRx forced an 85% price cut on Wegovy
  • The Competition: Eli Lilly's next-gen drug showing 28.7% weight loss
  • The Knockoffs: Compounding pharmacies selling semaglutide for $200 vs $1,000
  • The Leadership Shakeup: New CEO, US chief leaving, former CEO back as chairman
  • The Denmark Problem: One company = 40% of the Copenhagen Stock Exchange
  • Bull vs Bear Case: Volume play or falling knife?


Key Numbers:

  • Stock drop: 18% in one day
  • 2025 performance: Down 50%
  • Guidance: Sales DOWN 5-13% (analysts expected -1.4%)
  • Wegovy pill signups: 170,000 in first 4 weeks
  • Price cut: $1,000/month → $149/month (85% reduction)
  • Eli Lilly next-gen results: 28.7% average weight loss


Sources Referenced:


CEO Quotes (Mike Doustdar):

  • "People should expect that it goes down before it comes back up"
  • "No matter how well the pill does, the price hit on the existing business trumps the great pill launch"
  • "We are creating affordability for millions of patients who simply could not afford it"


Chapters:

  • 00:00 - The $50 Billion Crash
  • 01:15 - What Is Novo Nordisk?
  • 02:30 - The Catastrophic 2026 Guidance
  • 03:45 - CEO Says "It Gets Worse"
  • 05:00 - The Trump Factor: 85% Price Cut
  • 06:30 - Eli Lilly Is Winning
  • 08:00 - Compounding Pharmacies
  • 09:00 - Leadership Shakeup
  • 10:00 - The Denmark Problem
  • 11:00 - What Analysts Are Saying
  • 12:00 - Bull Case vs Bear Case
  • 14:30 - What To Watch
  • 15:45 - Final Thoughts


Follow the Show:

Website: moneymen.fm


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - The $50 Billion Crash
  • (01:15) - What Is Novo Nordisk?
  • (02:30) - The Catastrophic 2026 Guidance
  • (03:45) - CEO Says It Gets Worse
  • (05:00) - The Trump Factor: 85% Price Cut
  • (06:30) - Eli Lilly Is Winning
  • (08:00) - Compounding Pharmacies
  • (09:00) - Leadership Shakeup
  • (10:00) - The Denmark Problem
  • (11:00) - What Analysts Are Saying
  • (12:00) - Bull Case vs Bear Case
  • (14:30) - What To Watch
  • (15:45) - Final Thoughts
]]> $50 BILLION DOLLARS. Gone. In a single trading session.


Yesterday, Novo Nordisk—the company behind Ozempic and Wegovy, the company that basically invented the weight loss drug revolution—watched 18% of its market value disappear in hours.


But here's what makes this story wild. After the crash, their new CEO got in front of investors and said: "People should expect that it goes down before it comes back up."


He told them it gets worse from here.


Today's Show:

  • The Crash: $50B wiped out, 18% drop, guidance 10x worse than expected
  • The Trump Factor: TrumpRx forced an 85% price cut on Wegovy
  • The Competition: Eli Lilly's next-gen drug showing 28.7% weight loss
  • The Knockoffs: Compounding pharmacies selling semaglutide for $200 vs $1,000
  • The Leadership Shakeup: New CEO, US chief leaving, former CEO back as chairman
  • The Denmark Problem: One company = 40% of the Copenhagen Stock Exchange
  • Bull vs Bear Case: Volume play or falling knife?


Key Numbers:

  • Stock drop: 18% in one day
  • 2025 performance: Down 50%
  • Guidance: Sales DOWN 5-13% (analysts expected -1.4%)
  • Wegovy pill signups: 170,000 in first 4 weeks
  • Price cut: $1,000/month → $149/month (85% reduction)
  • Eli Lilly next-gen results: 28.7% average weight loss


Sources Referenced:


CEO Quotes (Mike Doustdar):

  • "People should expect that it goes down before it comes back up"
  • "No matter how well the pill does, the price hit on the existing business trumps the great pill launch"
  • "We are creating affordability for millions of patients who simply could not afford it"


Chapters:

  • 00:00 - The $50 Billion Crash
  • 01:15 - What Is Novo Nordisk?
  • 02:30 - The Catastrophic 2026 Guidance
  • 03:45 - CEO Says "It Gets Worse"
  • 05:00 - The Trump Factor: 85% Price Cut
  • 06:30 - Eli Lilly Is Winning
  • 08:00 - Compounding Pharmacies
  • 09:00 - Leadership Shakeup
  • 10:00 - The Denmark Problem
  • 11:00 - What Analysts Are Saying
  • 12:00 - Bull Case vs Bear Case
  • 14:30 - What To Watch
  • 15:45 - Final Thoughts


Follow the Show:

Website: moneymen.fm


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - The $50 Billion Crash
  • (01:15) - What Is Novo Nordisk?
  • (02:30) - The Catastrophic 2026 Guidance
  • (03:45) - CEO Says It Gets Worse
  • (05:00) - The Trump Factor: 85% Price Cut
  • (06:30) - Eli Lilly Is Winning
  • (08:00) - Compounding Pharmacies
  • (09:00) - Leadership Shakeup
  • (10:00) - The Denmark Problem
  • (11:00) - What Analysts Are Saying
  • (12:00) - Bull Case vs Bear Case
  • (14:30) - What To Watch
  • (15:45) - Final Thoughts
]]> Fri, 06 Feb 2026 08:00:00 -0500 Josh Stanton Josh Stanton 991 $50 BILLION DOLLARS. Gone. In a single trading session.


Yesterday, Novo Nordisk—the company behind Ozempic and Wegovy, the company that basically invented the weight loss drug revolution—watched 18% of its market value disappear in hours.


But here's what makes this story wild. After the crash, their new CEO got in front of investors and said: "People should expect that it goes down before it comes back up."


He told them it gets worse from here.


Today's Show:

  • The Crash: $50B wiped out, 18% drop, guidance 10x worse than expected
  • The Trump Factor: TrumpRx forced an 85% price cut on Wegovy
  • The Competition: Eli Lilly's next-gen drug showing 28.7% weight loss
  • The Knockoffs: Compounding pharmacies selling semaglutide for $200 vs $1,000
  • The Leadership Shakeup: New CEO, US chief leaving, former CEO back as chairman
  • The Denmark Problem: One company = 40% of the Copenhagen Stock Exchange
  • Bull vs Bear Case: Volume play or falling knife?


Key Numbers:

  • Stock drop: 18% in one day
  • 2025 performance: Down 50%
  • Guidance: Sales DOWN 5-13% (analysts expected -1.4%)
  • Wegovy pill signups: 170,000 in first 4 weeks
  • Price cut: $1,000/month → $149/month (85% reduction)
  • Eli Lilly next-gen results: 28.7% average weight loss


Sources Referenced:


CEO Quotes (Mike Doustdar):

  • "People should expect that it goes down before it comes back up"
  • "No matter how well the pill does, the price hit on the existing business trumps the great pill launch"
  • "We are creating affordability for millions of patients who simply could not afford it"


Chapters:

  • 00:00 - The $50 Billion Crash
  • 01:15 - What Is Novo Nordisk?
  • 02:30 - The Catastrophic 2026 Guidance
  • 03:45 - CEO Says "It Gets Worse"
  • 05:00 - The Trump Factor: 85% Price Cut
  • 06:30 - Eli Lilly Is Winning
  • 08:00 - Compounding Pharmacies
  • 09:00 - Leadership Shakeup
  • 10:00 - The Denmark Problem
  • 11:00 - What Analysts Are Saying
  • 12:00 - Bull Case vs Bear Case
  • 14:30 - What To Watch
  • 15:45 - Final Thoughts


Follow the Show:

Website: moneymen.fm


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - The $50 Billion Crash
  • (01:15) - What Is Novo Nordisk?
  • (02:30) - The Catastrophic 2026 Guidance
  • (03:45) - CEO Says It Gets Worse
  • (05:00) - The Trump Factor: 85% Price Cut
  • (06:30) - Eli Lilly Is Winning
  • (08:00) - Compounding Pharmacies
  • (09:00) - Leadership Shakeup
  • (10:00) - The Denmark Problem
  • (11:00) - What Analysts Are Saying
  • (12:00) - Bull Case vs Bear Case
  • (14:30) - What To Watch
  • (15:45) - Final Thoughts
]]> novo nordisk, ozempic, wegovy, novo nordisk stock, nvo stock, obesity drugs, glp-1, eli lilly, weight loss drugs, pharma stocks, trumprx, money men podcast No Palantir Q4 2025 Earnings: Alex Karp 70% Growth AI Empire (Bull & Bear Case) Palantir Q4 2025 Earnings: Alex Karp 70% Growth AI Empire (Bull & Bear Case) full ef3b26e2-7227-430c-930f-d850578605da https://share.transistor.fm/s/2e085c22 Palantir just dropped Q4 2025 earnings that made Wall Street jaw drop. 70% revenue growth. 57% operating margins. A billion dollars in US revenue in a single quarter. And CEO Alex Karp went on the earnings call and said: We are N of one.


Translation: No competition.


Is that arrogance? Or is Palantir actually the only AI company that figured out how to make real money from artificial intelligence?


In this episode, we break down everything: the numbers, the eccentric sword-carrying philosopher CEO, why their ontology is a secret weapon, the controversial ICE contracts, and whether the stock is worth buying at 39x forward revenue.


Today's Show:

  • The Earnings: $1.41B revenue, 70% YoY growth, 137% US commercial growth
  • Who Is Alex Karp: Philosophy PhD, practices Qi Gong, carries a sword, built a $150B company
  • Why Palantir Wins: The ontology - their proprietary data model that makes AI actually do things
  • Government Contracts: $448M Navy deal, AI drones on battlefields, Pentagon trust
  • The Dark Side: ICE surveillance, immigration raids, Rise of the Surveillance State
  • The Bear Case: 39x revenue, slowing customer growth, 50% downside risk
  • Investment Takeaways: What Palantir tells us about where AI value actually lives


Key Numbers:

  • Revenue: $1.41B (+70% YoY)
  • US Commercial Growth: 137%
  • Operating Margin: 57%
  • Free Cash Flow: $791M
  • Rule of 40 Score: 127 (anything above 40 is excellent)
  • 2026 Guidance: $7.2B (beat expectations by $1B)


Sources Referenced:


Alex Karp Quotes:

  • We are N of one, and these numbers prove it
  • AI will destroy humanity jobs
  • The US government demand for our product is greater than we can satisfy


Chapters:

  • 00:00 - Intro: The Only AI Company Actually Making Money
  • 01:27 - Palantir Blockbuster Q4 2025 Earnings
  • 03:17 - Who Is Alex Karp? The Sword-Carrying Philosopher CEO
  • 04:55 - Why Palantir Is Winning: The Ontology Secret
  • 08:27 - Government Contracts: Navy, AI Drones and Pentagon
  • 09:49 - The Dark Side: ICE, Surveillance and Controversy
  • 11:21 - The Bear Case: Why PLTR Could Drop 50%
  • 12:34 - What It Means for Investors
  • 13:46 - Final Thoughts: Arrogance or Truth?


Follow the Show:

Website: moneymen.fm


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - Introduction
  • (01:30) - The Earnings Bombshell
  • (03:00) - Who Is Alex Karp?
  • (05:00) - Why Is Palantir Winning?
  • (07:00) - The Boot Camp Model
  • (09:00) - The Government Backbone
  • (11:00) - The Bear Case
  • (13:00) - What This Means For You
]]> Palantir just dropped Q4 2025 earnings that made Wall Street jaw drop. 70% revenue growth. 57% operating margins. A billion dollars in US revenue in a single quarter. And CEO Alex Karp went on the earnings call and said: We are N of one.


Translation: No competition.


Is that arrogance? Or is Palantir actually the only AI company that figured out how to make real money from artificial intelligence?


In this episode, we break down everything: the numbers, the eccentric sword-carrying philosopher CEO, why their ontology is a secret weapon, the controversial ICE contracts, and whether the stock is worth buying at 39x forward revenue.


Today's Show:

  • The Earnings: $1.41B revenue, 70% YoY growth, 137% US commercial growth
  • Who Is Alex Karp: Philosophy PhD, practices Qi Gong, carries a sword, built a $150B company
  • Why Palantir Wins: The ontology - their proprietary data model that makes AI actually do things
  • Government Contracts: $448M Navy deal, AI drones on battlefields, Pentagon trust
  • The Dark Side: ICE surveillance, immigration raids, Rise of the Surveillance State
  • The Bear Case: 39x revenue, slowing customer growth, 50% downside risk
  • Investment Takeaways: What Palantir tells us about where AI value actually lives


Key Numbers:

  • Revenue: $1.41B (+70% YoY)
  • US Commercial Growth: 137%
  • Operating Margin: 57%
  • Free Cash Flow: $791M
  • Rule of 40 Score: 127 (anything above 40 is excellent)
  • 2026 Guidance: $7.2B (beat expectations by $1B)


Sources Referenced:


Alex Karp Quotes:

  • We are N of one, and these numbers prove it
  • AI will destroy humanity jobs
  • The US government demand for our product is greater than we can satisfy


Chapters:

  • 00:00 - Intro: The Only AI Company Actually Making Money
  • 01:27 - Palantir Blockbuster Q4 2025 Earnings
  • 03:17 - Who Is Alex Karp? The Sword-Carrying Philosopher CEO
  • 04:55 - Why Palantir Is Winning: The Ontology Secret
  • 08:27 - Government Contracts: Navy, AI Drones and Pentagon
  • 09:49 - The Dark Side: ICE, Surveillance and Controversy
  • 11:21 - The Bear Case: Why PLTR Could Drop 50%
  • 12:34 - What It Means for Investors
  • 13:46 - Final Thoughts: Arrogance or Truth?


Follow the Show:

Website: moneymen.fm


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - Introduction
  • (01:30) - The Earnings Bombshell
  • (03:00) - Who Is Alex Karp?
  • (05:00) - Why Is Palantir Winning?
  • (07:00) - The Boot Camp Model
  • (09:00) - The Government Backbone
  • (11:00) - The Bear Case
  • (13:00) - What This Means For You
]]> Thu, 05 Feb 2026 08:00:00 -0500 Josh Stanton Josh Stanton 902 Palantir just dropped Q4 2025 earnings that made Wall Street jaw drop. 70% revenue growth. 57% operating margins. A billion dollars in US revenue in a single quarter. And CEO Alex Karp went on the earnings call and said: We are N of one.


Translation: No competition.


Is that arrogance? Or is Palantir actually the only AI company that figured out how to make real money from artificial intelligence?


In this episode, we break down everything: the numbers, the eccentric sword-carrying philosopher CEO, why their ontology is a secret weapon, the controversial ICE contracts, and whether the stock is worth buying at 39x forward revenue.


Today's Show:

  • The Earnings: $1.41B revenue, 70% YoY growth, 137% US commercial growth
  • Who Is Alex Karp: Philosophy PhD, practices Qi Gong, carries a sword, built a $150B company
  • Why Palantir Wins: The ontology - their proprietary data model that makes AI actually do things
  • Government Contracts: $448M Navy deal, AI drones on battlefields, Pentagon trust
  • The Dark Side: ICE surveillance, immigration raids, Rise of the Surveillance State
  • The Bear Case: 39x revenue, slowing customer growth, 50% downside risk
  • Investment Takeaways: What Palantir tells us about where AI value actually lives


Key Numbers:

  • Revenue: $1.41B (+70% YoY)
  • US Commercial Growth: 137%
  • Operating Margin: 57%
  • Free Cash Flow: $791M
  • Rule of 40 Score: 127 (anything above 40 is excellent)
  • 2026 Guidance: $7.2B (beat expectations by $1B)


Sources Referenced:


Alex Karp Quotes:

  • We are N of one, and these numbers prove it
  • AI will destroy humanity jobs
  • The US government demand for our product is greater than we can satisfy


Chapters:

  • 00:00 - Intro: The Only AI Company Actually Making Money
  • 01:27 - Palantir Blockbuster Q4 2025 Earnings
  • 03:17 - Who Is Alex Karp? The Sword-Carrying Philosopher CEO
  • 04:55 - Why Palantir Is Winning: The Ontology Secret
  • 08:27 - Government Contracts: Navy, AI Drones and Pentagon
  • 09:49 - The Dark Side: ICE, Surveillance and Controversy
  • 11:21 - The Bear Case: Why PLTR Could Drop 50%
  • 12:34 - What It Means for Investors
  • 13:46 - Final Thoughts: Arrogance or Truth?


Follow the Show:

Website: moneymen.fm


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - Introduction
  • (01:30) - The Earnings Bombshell
  • (03:00) - Who Is Alex Karp?
  • (05:00) - Why Is Palantir Winning?
  • (07:00) - The Boot Camp Model
  • (09:00) - The Government Backbone
  • (11:00) - The Bear Case
  • (13:00) - What This Means For You
]]> palantir earnings, alex karp, palantir q4 2025, pltr stock, ai stocks 2026, palantir stock analysis, palantir ice, ai investing, money men podcast No Cathie Wood's $1.2M Bitcoin Prediction: Tesla, AI & Deflation in 2026 Cathie Wood's $1.2M Bitcoin Prediction: Tesla, AI & Deflation in 2026 full f93aec4f-7447-4d3b-8d9d-d23b1096083a https://share.transistor.fm/s/5eafd664 Cathie Wood just predicted a "Goldilocks" economy—5% GDP growth with FALLING inflation. Bitcoin to $1.2 million. Tesla to $2,600.

This is the same investor whose fund crashed 75%. The same person who said Zoom would hit $1,500—it's at $74. So why should anyone listen?

Because she also called Tesla before anyone. Called Bitcoin when banks said it was a scam. Built a $60 billion fund from nothing. We go source-by-source through her January 2026 interviews and ARK's Big Ideas report to break down exactly what she's predicting—and whether any of it makes sense.


What to expect in this episode:

  • The Goldilocks Thesis: Why Cathie thinks we're getting 5% GDP growth AND falling inflation at the same time
  • Bitcoin to $1.2 Million: The math behind ARK's most controversial prediction and why she calls it "digital gold"
  • Tesla's Robotaxi Bet: Why 90% of her $2,600 target comes from self-driving taxis, not cars
  • The AI Productivity Boom: Her prediction of 4-6% annual productivity growth (3x the historical average)
  • Three Deflationary Forces: Energy, shelter, and China—the factors she says will push prices DOWN
  • The Track Record Problem: Zoom, Teladoc, Roku—why her predictions have been disasters
  • Cathie vs. The Legends: What Buffett, Dalio, and Druckenmiller are saying that contradicts her view

Key Insights:

  • Technology is deflationary; money printing is inflationary—which force wins in 2026?
  • Being directionally right is NOT enough—valuation and timing matter
  • A 75% drawdown is still a 75% drawdown, no matter how "right" your thesis is
  • When Buffett holds $381B in cash, that tells you something about valuations

Sources Referenced:

Follow the Show:

→ Website: moneymen.fm


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - Introduction
  • (02:00) - What Cathie Is Saying Right Now
  • (07:00) - Her Actual Track Record
  • (12:00) - Her Investing Philosophy
  • (17:00) - Cathie vs. The Legends
  • (21:00) - Should You Listen to Her?
]]> Cathie Wood just predicted a "Goldilocks" economy—5% GDP growth with FALLING inflation. Bitcoin to $1.2 million. Tesla to $2,600.

This is the same investor whose fund crashed 75%. The same person who said Zoom would hit $1,500—it's at $74. So why should anyone listen?

Because she also called Tesla before anyone. Called Bitcoin when banks said it was a scam. Built a $60 billion fund from nothing. We go source-by-source through her January 2026 interviews and ARK's Big Ideas report to break down exactly what she's predicting—and whether any of it makes sense.


What to expect in this episode:

  • The Goldilocks Thesis: Why Cathie thinks we're getting 5% GDP growth AND falling inflation at the same time
  • Bitcoin to $1.2 Million: The math behind ARK's most controversial prediction and why she calls it "digital gold"
  • Tesla's Robotaxi Bet: Why 90% of her $2,600 target comes from self-driving taxis, not cars
  • The AI Productivity Boom: Her prediction of 4-6% annual productivity growth (3x the historical average)
  • Three Deflationary Forces: Energy, shelter, and China—the factors she says will push prices DOWN
  • The Track Record Problem: Zoom, Teladoc, Roku—why her predictions have been disasters
  • Cathie vs. The Legends: What Buffett, Dalio, and Druckenmiller are saying that contradicts her view

Key Insights:

  • Technology is deflationary; money printing is inflationary—which force wins in 2026?
  • Being directionally right is NOT enough—valuation and timing matter
  • A 75% drawdown is still a 75% drawdown, no matter how "right" your thesis is
  • When Buffett holds $381B in cash, that tells you something about valuations

Sources Referenced:

Follow the Show:

→ Website: moneymen.fm


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - Introduction
  • (02:00) - What Cathie Is Saying Right Now
  • (07:00) - Her Actual Track Record
  • (12:00) - Her Investing Philosophy
  • (17:00) - Cathie vs. The Legends
  • (21:00) - Should You Listen to Her?
]]> Wed, 04 Feb 2026 07:00:00 -0500 Josh Stanton Josh Stanton 1411 Cathie Wood just predicted a "Goldilocks" economy—5% GDP growth with FALLING inflation. Bitcoin to $1.2 million. Tesla to $2,600.

This is the same investor whose fund crashed 75%. The same person who said Zoom would hit $1,500—it's at $74. So why should anyone listen?

Because she also called Tesla before anyone. Called Bitcoin when banks said it was a scam. Built a $60 billion fund from nothing. We go source-by-source through her January 2026 interviews and ARK's Big Ideas report to break down exactly what she's predicting—and whether any of it makes sense.


What to expect in this episode:

  • The Goldilocks Thesis: Why Cathie thinks we're getting 5% GDP growth AND falling inflation at the same time
  • Bitcoin to $1.2 Million: The math behind ARK's most controversial prediction and why she calls it "digital gold"
  • Tesla's Robotaxi Bet: Why 90% of her $2,600 target comes from self-driving taxis, not cars
  • The AI Productivity Boom: Her prediction of 4-6% annual productivity growth (3x the historical average)
  • Three Deflationary Forces: Energy, shelter, and China—the factors she says will push prices DOWN
  • The Track Record Problem: Zoom, Teladoc, Roku—why her predictions have been disasters
  • Cathie vs. The Legends: What Buffett, Dalio, and Druckenmiller are saying that contradicts her view

Key Insights:

  • Technology is deflationary; money printing is inflationary—which force wins in 2026?
  • Being directionally right is NOT enough—valuation and timing matter
  • A 75% drawdown is still a 75% drawdown, no matter how "right" your thesis is
  • When Buffett holds $381B in cash, that tells you something about valuations

Sources Referenced:

Follow the Show:

→ Website: moneymen.fm


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - Introduction
  • (02:00) - What Cathie Is Saying Right Now
  • (07:00) - Her Actual Track Record
  • (12:00) - Her Investing Philosophy
  • (17:00) - Cathie vs. The Legends
  • (21:00) - Should You Listen to Her?
]]> cathie wood, ark invest, bitcoin prediction, tesla stock, ai investing, arkk, cathie wood 2026, bitcoin price prediction, deflation, goldilocks economy, best investing podcast, money men podcast, cathie wood interview, ark big ideas 2026, robotaxi No Elon Musk SpaceX-xAI Merger: AI in Space and the Biggest IPO Ever Incoming? Elon Musk SpaceX-xAI Merger: AI in Space and the Biggest IPO Ever Incoming? full f5f4b210-e2c0-4740-b32a-4bec83266a93 https://share.transistor.fm/s/ad4649ba Elon Musk just dropped a memo that reads like science fiction. SpaceX has acquired xAI in a deal valued at $1.25 trillion—and his stated goal is to put AI data centers in orbit, powered by the sun.

This is not corporate speak. Musk is talking about harnessing millionths of the sun energy, humanity becoming multi-planetary, and building the most ambitious, vertically integrated innovation engine on and off Earth.

We go line-by-line through his announcement—what he is claiming, what he is planning, and whether any of it makes sense. Plus the bear case: is this genius or SolarCity 2.0?


What to expect in this episode:

  • The Announcement: Not the next chapter—the next book and what Musk means by that
  • The AI Energy Crisis: Why Musk says terrestrial data centers cannot scale without imposing hardship on communities
  • The Space Solution: Orbital data centers, 1 million satellites, and unlimited solar power in space
  • The 2-3 Year Timeline: Musk claim that space compute will be cheaper than Earth by 2028
  • The Numbers: $800B SpaceX + $230B xAI = $1.25T combined, targeting the biggest tech IPO ever
  • The Bear Case: Is xAI being bailed out? The SolarCity comparison and what Electrek is saying
  • The Tesla Question: $2B investment, conflict of interest lawsuits, and where Musk attention is going
  • Vertical Sovereignty: Why one analyst says if you do not own the energy, chips, and rails you are just a tenant
  • What It Means For Investors: How to think about the June 2026 IPO

Key Musk Quotes:

  • This marks not just the next chapter, but the next book in SpaceX and xAI mission
  • Global electricity demand for AI simply cannot be met with terrestrial solutions
  • To harness even a millionth of our Sun energy would require over a million times more energy than our civilization currently uses
  • Space is called space for a reason
  • Within 2-3 years, the lowest cost way to generate AI compute will be in space

Sources Referenced:

Follow the Show:

→ Website: moneymen.fm


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - Introduction: A Memo Like Science Fiction
  • (02:00) - The Announcement: "The Next Book"
  • (04:30) - The Problem: AI's Energy Crisis
  • (07:00) - The Solution: AI in Space
  • (10:00) - The 2-3 Year Timeline
  • (12:00) - The Numbers: $1.25 Trillion
  • (14:30) - The Bear Case & Outro
]]> Elon Musk just dropped a memo that reads like science fiction. SpaceX has acquired xAI in a deal valued at $1.25 trillion—and his stated goal is to put AI data centers in orbit, powered by the sun.

This is not corporate speak. Musk is talking about harnessing millionths of the sun energy, humanity becoming multi-planetary, and building the most ambitious, vertically integrated innovation engine on and off Earth.

We go line-by-line through his announcement—what he is claiming, what he is planning, and whether any of it makes sense. Plus the bear case: is this genius or SolarCity 2.0?


What to expect in this episode:

  • The Announcement: Not the next chapter—the next book and what Musk means by that
  • The AI Energy Crisis: Why Musk says terrestrial data centers cannot scale without imposing hardship on communities
  • The Space Solution: Orbital data centers, 1 million satellites, and unlimited solar power in space
  • The 2-3 Year Timeline: Musk claim that space compute will be cheaper than Earth by 2028
  • The Numbers: $800B SpaceX + $230B xAI = $1.25T combined, targeting the biggest tech IPO ever
  • The Bear Case: Is xAI being bailed out? The SolarCity comparison and what Electrek is saying
  • The Tesla Question: $2B investment, conflict of interest lawsuits, and where Musk attention is going
  • Vertical Sovereignty: Why one analyst says if you do not own the energy, chips, and rails you are just a tenant
  • What It Means For Investors: How to think about the June 2026 IPO

Key Musk Quotes:

  • This marks not just the next chapter, but the next book in SpaceX and xAI mission
  • Global electricity demand for AI simply cannot be met with terrestrial solutions
  • To harness even a millionth of our Sun energy would require over a million times more energy than our civilization currently uses
  • Space is called space for a reason
  • Within 2-3 years, the lowest cost way to generate AI compute will be in space

Sources Referenced:

Follow the Show:

→ Website: moneymen.fm


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - Introduction: A Memo Like Science Fiction
  • (02:00) - The Announcement: "The Next Book"
  • (04:30) - The Problem: AI's Energy Crisis
  • (07:00) - The Solution: AI in Space
  • (10:00) - The 2-3 Year Timeline
  • (12:00) - The Numbers: $1.25 Trillion
  • (14:30) - The Bear Case & Outro
]]> Tue, 03 Feb 2026 07:00:00 -0500 Josh Stanton Josh Stanton 954 Elon Musk just dropped a memo that reads like science fiction. SpaceX has acquired xAI in a deal valued at $1.25 trillion—and his stated goal is to put AI data centers in orbit, powered by the sun.

This is not corporate speak. Musk is talking about harnessing millionths of the sun energy, humanity becoming multi-planetary, and building the most ambitious, vertically integrated innovation engine on and off Earth.

We go line-by-line through his announcement—what he is claiming, what he is planning, and whether any of it makes sense. Plus the bear case: is this genius or SolarCity 2.0?


What to expect in this episode:

  • The Announcement: Not the next chapter—the next book and what Musk means by that
  • The AI Energy Crisis: Why Musk says terrestrial data centers cannot scale without imposing hardship on communities
  • The Space Solution: Orbital data centers, 1 million satellites, and unlimited solar power in space
  • The 2-3 Year Timeline: Musk claim that space compute will be cheaper than Earth by 2028
  • The Numbers: $800B SpaceX + $230B xAI = $1.25T combined, targeting the biggest tech IPO ever
  • The Bear Case: Is xAI being bailed out? The SolarCity comparison and what Electrek is saying
  • The Tesla Question: $2B investment, conflict of interest lawsuits, and where Musk attention is going
  • Vertical Sovereignty: Why one analyst says if you do not own the energy, chips, and rails you are just a tenant
  • What It Means For Investors: How to think about the June 2026 IPO

Key Musk Quotes:

  • This marks not just the next chapter, but the next book in SpaceX and xAI mission
  • Global electricity demand for AI simply cannot be met with terrestrial solutions
  • To harness even a millionth of our Sun energy would require over a million times more energy than our civilization currently uses
  • Space is called space for a reason
  • Within 2-3 years, the lowest cost way to generate AI compute will be in space

Sources Referenced:

Follow the Show:

→ Website: moneymen.fm


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - Introduction: A Memo Like Science Fiction
  • (02:00) - The Announcement: "The Next Book"
  • (04:30) - The Problem: AI's Energy Crisis
  • (07:00) - The Solution: AI in Space
  • (10:00) - The 2-3 Year Timeline
  • (12:00) - The Numbers: $1.25 Trillion
  • (14:30) - The Bear Case & Outro
]]> elon musk, spacex xai merger, spacex acquires xai, spacex ipo 2026, xai grok, orbital data centers, ai in space, money men podcast, spacex valuation, tesla xai, starlink ai, biggest ipo ever No The Operating System Of A Billionaire: Ray Dalio (Part 2) The Operating System Of A Billionaire: Ray Dalio (Part 2) full 977702bb-c434-4c18-a038-20fd60d56d7f https://share.transistor.fm/s/009834e3 In Part 2, we move from Ray Dalio’s history to his mechanics. After the 1982 "Abyss" nearly destroyed his career, Dalio realized he couldn't trust his own brain to make objective decisions. He needed an operating system that could override his ego and his emotions.

This episode is a deep dive into the Life Principles—the logical framework Dalio built to turn himself from a "dumb shit" into the architect of the world’s most successful hedge fund. We explore why most people fail because they are "stuck in their own heads" and how Dalio uses the laws of nature to engineer a life of constant evolution.

What to expect in this episode:

  • The Designer vs. The Worker: The life-changing distinction between the version of you that writes the rules and the version of you that executes them.
  • The Machine Model: Why you need to stop seeing your life as a series of events and start seeing it as a mechanical system you can repair.
  • Hyperrealism: Why "wishing" is the enemy of winning, and how to embrace reality even when it’s brutal.
  • The 5-Step Process for Success: Dalio’s clinical loop for getting anything you want—from setting audacious goals to diagnosing your own failures.
  • Pain + Reflection = Progress: How to stop running from the "sting" of loss and start using it as the raw data for your next breakthrough.
  • First-Order vs. Second-Order Consequences: Why the things that feel "good" in the first 5 minutes are usually the traps that keep you broke for 5 years.
  • Firing Yourself: How to objectively identify your own weaknesses and find the "workarounds" that allow you to win without being perfect.
  • Evolution as the Greatest Reward: Why the goal isn't just money—it’s the rapid trial-and-error process that moves you toward the "higher level."

Books & Resources Mentioned:

Follow the Show:

→ Website: moneymen.fm


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - Introduction
  • (03:00) - The Principles Philosophy
  • (11:00) - Radical Transparency
  • (20:00) - Idea Meritocracy
  • (30:00) - The Dot Collector
  • (40:00) - Pain + Reflection = Progress
  • (50:00) - The All Weather Portfolio
  • (01:00:00) - Key Takeaways
]]> In Part 2, we move from Ray Dalio’s history to his mechanics. After the 1982 "Abyss" nearly destroyed his career, Dalio realized he couldn't trust his own brain to make objective decisions. He needed an operating system that could override his ego and his emotions.

This episode is a deep dive into the Life Principles—the logical framework Dalio built to turn himself from a "dumb shit" into the architect of the world’s most successful hedge fund. We explore why most people fail because they are "stuck in their own heads" and how Dalio uses the laws of nature to engineer a life of constant evolution.

What to expect in this episode:

  • The Designer vs. The Worker: The life-changing distinction between the version of you that writes the rules and the version of you that executes them.
  • The Machine Model: Why you need to stop seeing your life as a series of events and start seeing it as a mechanical system you can repair.
  • Hyperrealism: Why "wishing" is the enemy of winning, and how to embrace reality even when it’s brutal.
  • The 5-Step Process for Success: Dalio’s clinical loop for getting anything you want—from setting audacious goals to diagnosing your own failures.
  • Pain + Reflection = Progress: How to stop running from the "sting" of loss and start using it as the raw data for your next breakthrough.
  • First-Order vs. Second-Order Consequences: Why the things that feel "good" in the first 5 minutes are usually the traps that keep you broke for 5 years.
  • Firing Yourself: How to objectively identify your own weaknesses and find the "workarounds" that allow you to win without being perfect.
  • Evolution as the Greatest Reward: Why the goal isn't just money—it’s the rapid trial-and-error process that moves you toward the "higher level."

Books & Resources Mentioned:

Follow the Show:

→ Website: moneymen.fm


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - Introduction
  • (03:00) - The Principles Philosophy
  • (11:00) - Radical Transparency
  • (20:00) - Idea Meritocracy
  • (30:00) - The Dot Collector
  • (40:00) - Pain + Reflection = Progress
  • (50:00) - The All Weather Portfolio
  • (01:00:00) - Key Takeaways
]]> Tue, 20 Jan 2026 17:00:00 -0500 Josh Stanton Josh Stanton 4136 Ray Dalio didn't just get lucky after losing everything in 1982—he rebuilt his brain from scratch. He realized that if he wanted to survive the markets, he had to stop acting like a "worker" and start acting like the "designer" of his own life. This is the breakdown of the clinical, five-step operating system Dalio used to override his ego, master reality, and turn his own weaknesses into a $150 billion machine. Ray Dalio didn't just get lucky after losing everything in 1982—he rebuilt his brain from scratch. He realized that if he wanted to survive the markets, he had to stop acting like a "worker" and start acting like the "designer" of his own life. This is th bridgewater associates, ray dalio, trading stories, best trading podcast, ray dalio podcast, ray dalio market wizards, trading mindset, best investing podcast, billionaire mindset, hedge fund legend, principles ray dalio, trading discipline, billionaire p No The "Dumb Shit" Who Built an Empire: Ray Dalio (Part 1) The "Dumb Shit" Who Built an Empire: Ray Dalio (Part 1) full fd9e0e0f-2b61-4e50-94a5-d57b3593c49b https://share.transistor.fm/s/9cd038d3 This episode is about Ray Dalio—the man who built Bridgewater Associates from a two-bedroom apartment into a $150 billion machine by learning to embrace his own ignorance.

Most people know him as a billionaire "philosopher," but the real story is about a man who was so dead wrong in 1982 that he lost everything and had to borrow $4,000 from his father just to pay his family's bills. This is the story of how that "Abyss" forced him to change his life’s operating system.

What to expect in this episode:

  • The "Dumb Shit" Mindset: Why Dalio’s greatest edge wasn't his IQ, but his willingness to admit he knew nothing.
  • The 1971 Gold Standard Devaluation: The moment a young Ray realized that the future rarely looks like the past.
  • The 1982 Abyss: A clinical look at the trade that almost ended his career and the public humiliation that followed.
  • The "Economic Doctor" Strategy: How he dissected the debt crises of the 80s to find the patterns everyone else missed.
  • The Holy Grail of Investing: His discovery of "15 to 20 uncorrelated return streams" and why it’s the only way to survive.
  • GPS for the Human Brain: Why he stopped trusting his own gut and started building algorithms to override his ego.
  • Hyper-Realism: Moving from "I wish the market would do this" to "What is the market actually doing?"
  • The Power of Pain: Why Dalio views his greatest failures as the most valuable data points he ever received.
  • Radical Open-Mindedness: The tactical advantage of seeking out the smartest people who disagree with you.
  • The Timeless Truth: You don't win by being "smart"—you win by building a machine that is smarter than you are.

Books & Resources Mentioned:

Follow the Show:

→ Website: moneymen.fm

If you found this episode helpful, share it with someone who might need it.


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - Introduction
  • (03:00) - The Early Years
  • (10:00) - First Trades and First Lessons
  • (18:00) - Getting Fired from Wall Street
  • (27:00) - Starting Bridgewater
  • (36:00) - The 1982 Call That Changed Everything
  • (45:00) - Building the Machine
  • (53:00) - Key Takeaways
]]> This episode is about Ray Dalio—the man who built Bridgewater Associates from a two-bedroom apartment into a $150 billion machine by learning to embrace his own ignorance.

Most people know him as a billionaire "philosopher," but the real story is about a man who was so dead wrong in 1982 that he lost everything and had to borrow $4,000 from his father just to pay his family's bills. This is the story of how that "Abyss" forced him to change his life’s operating system.

What to expect in this episode:

  • The "Dumb Shit" Mindset: Why Dalio’s greatest edge wasn't his IQ, but his willingness to admit he knew nothing.
  • The 1971 Gold Standard Devaluation: The moment a young Ray realized that the future rarely looks like the past.
  • The 1982 Abyss: A clinical look at the trade that almost ended his career and the public humiliation that followed.
  • The "Economic Doctor" Strategy: How he dissected the debt crises of the 80s to find the patterns everyone else missed.
  • The Holy Grail of Investing: His discovery of "15 to 20 uncorrelated return streams" and why it’s the only way to survive.
  • GPS for the Human Brain: Why he stopped trusting his own gut and started building algorithms to override his ego.
  • Hyper-Realism: Moving from "I wish the market would do this" to "What is the market actually doing?"
  • The Power of Pain: Why Dalio views his greatest failures as the most valuable data points he ever received.
  • Radical Open-Mindedness: The tactical advantage of seeking out the smartest people who disagree with you.
  • The Timeless Truth: You don't win by being "smart"—you win by building a machine that is smarter than you are.

Books & Resources Mentioned:

Follow the Show:

→ Website: moneymen.fm

If you found this episode helpful, share it with someone who might need it.


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - Introduction
  • (03:00) - The Early Years
  • (10:00) - First Trades and First Lessons
  • (18:00) - Getting Fired from Wall Street
  • (27:00) - Starting Bridgewater
  • (36:00) - The 1982 Call That Changed Everything
  • (45:00) - Building the Machine
  • (53:00) - Key Takeaways
]]> Thu, 15 Jan 2026 08:00:00 -0500 Josh Stanton Josh Stanton 3525 Ray Dalio built a $150 billion empire on one realization: he was a "dumb shit." After a 1982 market bet left him so broke he couldn't pay his own phone bill, he stopped trying to be "smart" and started building a system to protect himself from his own ego. This is the story of how total failure became the blueprint for the most successful hedge fund in history. Ray Dalio built a $150 billion empire on one realization: he was a "dumb shit." After a 1982 market bet left him so broke he couldn't pay his own phone bill, he stopped trying to be "smart" and started building a system to protect himself from his own ego bridgewater associates, ray dalio, trading stories, best trading podcast, ray dalio podcast, ray dalio market wizards, trading mindset, best investing podcast, hedge fund legend, principles ray dalio, trading discipline, billionaire podcast No How to Never Blow Up: Paul Tudor Jones How to Never Blow Up: Paul Tudor Jones full c84461f3-464f-4a9b-aa31-aaa3d6f29472 https://share.transistor.fm/s/60c1ccf5 This episode is about Paul Tudor Jones — the hedge fund legend who turned defense into an art form.

He’s best known for predicting the 1987 crash and returning over 200% that year — but the real lesson from Jones isn’t how he made money, it’s how he kept it.

What to expect in this episode:

  • How a boxer’s discipline became a trader’s edge
  • Why he says: “Don’t focus on making money. Focus on protecting what you have.”
  • The moral foundation from his Memphis upbringing that shaped his risk mindset
  • Lessons from Eli Tullis — the mentor who taught him composure under fire
  • The decision to quit a lucrative brokerage job because it “lacked accountability”
  • His 10% monthly drawdown rule — and why it keeps him in the game
  • The power of humility: “Every day, I assume every position I have is wrong.”
  • How he turned the 1987 crash into his defining moment
  • Why generosity and gratitude are essential to staying balanced in markets
  • The timeless truth: great trading is not about being right — it’s about not dying.

Books & Resources Mentioned:

Follow the Show:
→ Website: moneymen.fm

If this episode helped you think more like a survivor than a speculator, share it with one friend who loves the markets and making money


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - Introduction
  • (03:00) - Who is Paul Tudor Jones?
  • (08:00) - Black Monday 1987
  • (15:00) - The Trading Rules
  • (23:00) - Risk Management Philosophy
  • (31:00) - The Macro Mindset
  • (39:00) - Lessons For Your Portfolio
]]> This episode is about Paul Tudor Jones — the hedge fund legend who turned defense into an art form.

He’s best known for predicting the 1987 crash and returning over 200% that year — but the real lesson from Jones isn’t how he made money, it’s how he kept it.

What to expect in this episode:

  • How a boxer’s discipline became a trader’s edge
  • Why he says: “Don’t focus on making money. Focus on protecting what you have.”
  • The moral foundation from his Memphis upbringing that shaped his risk mindset
  • Lessons from Eli Tullis — the mentor who taught him composure under fire
  • The decision to quit a lucrative brokerage job because it “lacked accountability”
  • His 10% monthly drawdown rule — and why it keeps him in the game
  • The power of humility: “Every day, I assume every position I have is wrong.”
  • How he turned the 1987 crash into his defining moment
  • Why generosity and gratitude are essential to staying balanced in markets
  • The timeless truth: great trading is not about being right — it’s about not dying.

Books & Resources Mentioned:

Follow the Show:
→ Website: moneymen.fm

If this episode helped you think more like a survivor than a speculator, share it with one friend who loves the markets and making money


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - Introduction
  • (03:00) - Who is Paul Tudor Jones?
  • (08:00) - Black Monday 1987
  • (15:00) - The Trading Rules
  • (23:00) - Risk Management Philosophy
  • (31:00) - The Macro Mindset
  • (39:00) - Lessons For Your Portfolio
]]> Thu, 30 Oct 2025 08:00:00 -0400 Josh Stanton Josh Stanton 2767 Paul Tudor Jones built an empire on one rule: don’t lose money. He never averaged a loser, never fought the tape, and never trusted ego. This is the story of the man who proved that in trading, defence always wins. Paul Tudor Jones built an empire on one rule: don’t lose money. He never averaged a loser, never fought the tape, and never trusted ego. This is the story of the man who proved that in trading, defence always wins. paul tudor jones, traders podcast, wall street crash, defensive trading, tudor investment corporation, best trading podcasts, trading mindset, hedge fund legend, paul tudor jones market wizards, trading discipline, paul tudor jones podcast No The Greatest Speculator Of All Time: Jesse Livermore The Greatest Speculator Of All Time: Jesse Livermore full 958811f6-8e67-4cb6-937b-109904b9014b https://share.transistor.fm/s/41879a59 This episode is about Jesse Livermore. The most legendary trader who ever lived, and the man behind Reminiscences of a Stock Operator.

He made $100 million shorting the 1929 crash (about $1.9 billion today), yet died broke just a decade later.
Livermore’s life reads like a novel: ambition, obsession, and lessons written in blood.

What to expect in this episode:

  • How Livermore discovered technical analysis before it even had a name
  • The boy who ran away at 14 to chase numbers on a ticker tape
  • Why he said: “The market does not beat them. They beat themselves.”
  • How he made his first fortune shorting the 1907 Panic — and his biggest one in 1929
  • The deadly enemies of every trader: ignorance, greed, fear, and hope
  • His rule for sitting tight — and why it’s harder than being right
  • How obsession turned from his greatest strength into his undoing
  • Why the game teaches you the game… and then breaks you
“It never was my thinking that made the big money for me. It always was my sitting.” — Jesse Livermore

Books Mentioned:

Follow the Show:
→ Website: moneymen.fm

If you got value from this episode share it with one friend who loves markets, history, or human psychology.


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - Introduction
  • (03:00) - The Boy Plunger
  • (07:00) - Learning to Read the Tape
  • (12:00) - The 1907 Crash
  • (17:00) - Making and Losing Fortunes
  • (22:00) - The 1929 Short
  • (26:00) - Lessons From a Legend
]]> This episode is about Jesse Livermore. The most legendary trader who ever lived, and the man behind Reminiscences of a Stock Operator.

He made $100 million shorting the 1929 crash (about $1.9 billion today), yet died broke just a decade later.
Livermore’s life reads like a novel: ambition, obsession, and lessons written in blood.

What to expect in this episode:

  • How Livermore discovered technical analysis before it even had a name
  • The boy who ran away at 14 to chase numbers on a ticker tape
  • Why he said: “The market does not beat them. They beat themselves.”
  • How he made his first fortune shorting the 1907 Panic — and his biggest one in 1929
  • The deadly enemies of every trader: ignorance, greed, fear, and hope
  • His rule for sitting tight — and why it’s harder than being right
  • How obsession turned from his greatest strength into his undoing
  • Why the game teaches you the game… and then breaks you
“It never was my thinking that made the big money for me. It always was my sitting.” — Jesse Livermore

Books Mentioned:

Follow the Show:
→ Website: moneymen.fm

If you got value from this episode share it with one friend who loves markets, history, or human psychology.


Tools We Use:

→ TradingView: Get TradingView (Charts & analysis)


Some links above support the show at no extra cost to you.

  • (00:00) - Introduction
  • (03:00) - The Boy Plunger
  • (07:00) - Learning to Read the Tape
  • (12:00) - The 1907 Crash
  • (17:00) - Making and Losing Fortunes
  • (22:00) - The 1929 Short
  • (26:00) - Lessons From a Legend
]]> Mon, 13 Oct 2025 04:19:25 -0400 Josh Stanton Josh Stanton 1719 He was called The Boy Plunger. Jesse Livermore made and lost multiple fortunes, including the biggest short in history during the 1929 crash. This is the story of the man who could read every tick in the market, but never mastered himself. He was called The Boy Plunger. Jesse Livermore made and lost multiple fortunes, including the biggest short in history during the 1929 crash. This is the story of the man who could read every tick in the market, but never mastered himself. investing, trading, traders podcast, market bubbles, wall street crash, stock market, trading psychology, investor biography, jesse livermore, discipline, risk management, financial history, speculation No