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1000x

1KX Media

1000x is a show about the new age of finance, hosted by Avi Felman and Jonah Van Bourg two former hedge fund investors. We go everywhere the money is moving: crypto, macro, equities, AI, and the alternative assets most people only hear about after the trade is gone. The difference is that we've actually sat on trading desks and run real risk, so this isn't theory or hype. It's two people with genuine markets experience thinking out loud, taking real positions, and helpi

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  • 21 episodes
  • a few times a week
  • Avg 51 min
  • English

Episodes 21

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  • Wednesday · 56 min

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

    This week, with Bitcoin ripping 25% off the lows and NVIDIA earnings on deck, we break down why the market has flipped from fundamentals back to macro. We discuss the lockout rally and the two conditions that turned Avi bullish on Bitcoin and gold, why all roads lead to debasement, whether the Druckenmiller op-ed against Scott Bessent was actually an op, the history of the Bank of England trade and why intervention almost never works, the Zcash ETF launch and why the chart is setting up, why you should never take advice from someone who's never traded, how to pick a megatrend and ride it without getting shaken out, the Costanza rule for taking the other side of panic, the best list of trading rules Jonah has ever received, and why NVIDIA might finally rip on earnings this time. Enjoy! -- Follow Avi: https://x.com/AviFelman Follow Jonah: https://x.com/jvb_xyz Follow 1000x: https://x.com/1000xPod Join the 1000x Telegram: https://t.me/thousandxpod Try the 1000x Terminal: https://1000x.money -- Timestamps: (00:00) Coming Up on 1000x... (00:59) Bitcoin's Lockout Rally & The Return Of Debasement (11:03) Was The Druckenmiller Op-Ed An Op? (14:59) Why Bessent's Intervention Might Actually Work (25:58) Zcash's ETF & Why The Chart Looks Strong (31:27) Pick Your Megatrend And Ride It (37:02) Take The Other Side Of Panic (45:24) Mind Like Water: The Best Trading Rules Ever Written -- Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

  • Monday · 34 min

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

    Recorded live at the Out East Summit, Avi sits down with Evgeny Gokhberg, founder and CIO of Re7 Capital, one of the last market-neutral funds still managing serious capital in crypto. We discuss his decade in TradFi trading emerging markets — shorting Chinese real estate through Australian iron ore, trading Egyptian stocks after the Arab Spring, why he left a comfortable seat to "1000x" his career, the DeFi "aha" moment when crypto finally had real businesses to value, how Re7 earns yield by doing what banks do (market-making and lending, now on tokenized stocks like Nvidia), what a DeFi vault actually is and who's investing in them, why he never touched Luna and why Michael Saylor isn't the same trade, and the real AI risk to DeFi — which has nothing to do with AI breaking smart contracts. Enjoy! -- Follow Evgeny: https://x.com/evgeny_re7 Follow Avi: https://x.com/AviFelman Follow Jonah: https://x.com/jvb_xyz Follow 1000x: https://x.com/1000xPod Join the 1000x Telegram: https://t.me/thousandxpod Try the 1000x Terminal: https://1000x.money -- Timestamps: (00:00) Coming Up on 1000x... (00:53) One Of The Last Market-Neutral Funds In Crypto (02:17) Shorting China, Trading Egypt After The Arab Spring (07:43) How AI Is Distorting Research (And Who It Fools) (12:16) Why He Left TradFi To "1000x" His Career (16:23) The DeFi Aha Moment & How Yield Actually Works (22:01) Doing What Banks Do: Market-Neutral On Tokenized Nvidia (27:53) Surviving Luna, Saylor & The Real AI Risk To DeFi -- Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

  • August 10 · 47 min

    The ETF Pioneer Who Calls Narratives Before Wall Street

    This week, Avi sits down with Andrew Chanin, CEO of ProcureAM and founder of PureFunds, one of the best in the business at spotting narratives before the market catches on. We discuss how he launched HACK, the first cybersecurity ETF, just two weeks before the Sony breach, what it was really like market-making ETFs on the floor of the American Stock Exchange during the 2008 crisis, why the real edge is reading the documents nobody wants to read, the story behind the UFO space ETF, whether SpaceX is the only game in town after its IPO, the militarization of space and the new space race, and why companies staying private for so long is quietly reshaping the ETF model. Enjoy! -- Follow Andrew: https://x.com/ETFwunderkind Follow Avi: https://x.com/AviFelman Follow Jonah: https://x.com/jvb_xyz Follow 1000x: https://x.com/1000xPod Join the 1000x Telegram: https://t.me/thousandxpod Try the 1000x Terminal: https://1000x.money -- Timestamps: (00:00) Coming Up on 1000x... (00:32) The First Cyber ETF — Two Weeks Before The Sony Hack (03:01) Confessions Of An ETF Market Maker (08:59) Stop Picking Up Pennies: Read What Nobody Reads (15:36) The NASDAQ Lawsuit That Cost Him A $10B Business (20:17) What Is The UFO ETF? (27:22) Is SpaceX The Only Game In Town Now? (31:30) The Militarization Of Space & The New Space Race (38:01) Why Private Markets Are Breaking The ETF Model -- Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

  • August 5 · 52 min

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

    This week, we break down why the Fed and Treasury just moved to backstop the yen and what it signals about an increasingly state-controlled market. We discuss why you should only hold what the administration has "anointed," the quiet power grab away from the Fed and the end of forward guidance, why gold, silver, copper and palladium are ripping, why Druckenmiller says the single best trade is copper, whether crypto is finally worth buying again and why Robinhood is the best way to express it, why private wealth management is a scam, why the stock market now trades exactly like crypto did in 2021, and the rising socialist wave that could take your portfolio to the woodshed by 2028. Enjoy! -- Follow Avi: https://x.com/AviFelman Follow Jonah: https://x.com/jvb_xyz Follow 1000x: https://x.com/1000xPod Join the 1000x Telegram: https://t.me/thousandxpod Try the 1000x Terminal: https://1000x.money -- Timestamps: (00:00) Coming Up on 1000x... (00:32) Why The Fed Just Backstopped The Yen (05:54) The State-Controlled Market: Only Buy What Trump Anoints (13:07) Gold, Copper & Why It's All Just Flows Now (19:03) Druckenmiller Says Buy Copper (22:08) Is Crypto Finally Worth Buying Again? (27:57) Private Wealth Management Is A Scam (37:14) The Stock Market Is Crypto Now (40:38) The Socialist Wave Coming For Your Portfolio -- Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

  • August 3 · 55 min

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

    Recorded live at the Selini Summit, Avi sits down with Santiago Santos, founder of Inversion and one of the best-performing managers in crypto, who famously sold the top in 2021. We discuss how growing up in Mexico and consciously erasing his accent shaped his high-agency approach, why crypto matters far more outside the first world than inside it, why being "marginally delusional" is how outsiders win, the investor letter he just sent shutting down his own crypto thesis, why he pivoted to buying boring cash-flow businesses and treating technology as orthogonal, why he may be the only fund manager who refused to deploy capital he'd raised, the difference between wanting to make money and wanting to be right, and what he'd tell a 22-year-old to go deep on in the age of AI. Enjoy! -- Follow Santiago: https://x.com/santiagoroel Follow Avi: https://x.com/AviFelman Follow Jonah: https://x.com/jvb_xyz Follow 1000x: https://x.com/1000xPod Join the 1000x Telegram: https://t.me/thousandxpod Try the 1000x Terminal: https://1000x.money -- Timestamps: (00:00) Coming Up on 1000x... (00:36) The Kid From Mexico Who Erased His Own Accent (04:25) Why Crypto Actually Matters Outside America (12:08) Marginally Delusional: How Outsiders Win (19:34) "We Haven't Found A Sector": Killing His Own Thesis (24:03) Buy Boring: Why Technology Is Orthogonal (28:13) The Only Fund Manager Who Wouldn't Deploy (36:56) Make Money Or Be Right? (41:59) What A 22-Year-Old Should Go Deep On In The AI Era -- Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

  • July 31 · 57 min

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

    This week, we break down the biggest story in markets: the blowup of Leopold Aschenbrenner's Situational Awareness fund. We discuss whether Ken Griffin killed him or just showed up with the best bid, how an eleven-figure liquidation actually works behind the scenes, why going to the street to meet a margin call is like walking into a lion's den (and the Terra Luna call that proved it), whether the rate-hike comments were an orchestrated hit, why Avi is stepping into the memory dip now with Micron, Intel and SanDisk, the Korean "Squid Game" liquidation that wiped out millions of accounts, the real lesson of being dead right and broke, and the great Mag 7 split — why Apple, Google, and Meta are all underperforming for completely different reasons while Amazon keeps printing. Enjoy! -- Follow Avi: https://x.com/AviFelman Follow Jonah: https://x.com/jvb_xyz Follow 1000x: https://x.com/1000xPod Join the 1000x Telegram: https://t.me/thousandxpod Try the 1000x Terminal: https://1000x.money -- Timestamps: (00:00) Coming Up on 1000x... (00:32) Did Ken Griffin Kill Leopold Aschenbrenner? (03:30) How An 11-Figure Liquidation Actually Works (9:32) Amateur Hour: Why He Broke The Cardinal Rules (18:39) Walking Into The Lion's Den (And The Luna Parallel) (25:48) Was It An Orchestrated Hit? (30:42) Why Avi Is Buying The Memory Dip Now (36:17) The Real Lesson: Being Dead Right And Broke (42:56) Atoms Over Bits: The Mag 7 Split & What's Next -- Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

  • July 28 · 49 min

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

    This week, Avi sits down with Alexander Good, founder of Post Fiat, former Palantir and essayist, for one of the most wide-ranging conversations we've had. We discuss how he built a trading edge by reading stocks through advertising data, the EA vs Booking pair trade, the "goldfish theory" of why attention is more predictable than the future, where the model breaks (and why it's happening to Michael Saylor right now), why he's bearish on Palantir as ontologies become less necessary, why AI won't make people useless but will take their jobs, his call that unemployment starts kicking in within three months, the Nintendo trade and the coming AI-and-IP goldmine, and his big thesis: that AI gets regulated and sequestered like nuclear tech in 1945, ending in a sovereign margin call rather than a productivity utopia. Enjoy! -- Follow Alex: https://x.com/goodalexander Follow Avi: https://x.com/AviFelman Follow Jonah: https://x.com/jvb_xyz Follow 1000x: https://x.com/1000xPod Join the 1000x Telegram: https://t.me/thousandxpod Try the 1000x Terminal: https://1000x.money -- Timestamps: (00:00) Coming Up on 1000x... (00:52) Who The F*** Is Alex Good? (03:59) The Advertising Edge: How He Read Stocks Through Ad Data (10:05) The Goldfish Theory & Where The Model Breaks (16:15) Why He's Bearish On Palantir (24:23) AI Won't Make You Useless — But It Will Take Your Job (28:27) Unemployment In Three Months (32:30) The Nintendo Trade & The Coming IP Goldmine (37:20) The Sovereign Margin Call: Why AI Gets Regulated Like Nukes -- Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

  • July 22 · 55 min

    Has Memory Bottomed?

    This week, with memory stocks down 30-40% from the highs, we ask whether memory has bottomed. We discuss why AI bailed out the everything bubble and why this bubble is different, the George Soros model of why a bubble comes back bigger the second time, why only 2.2% of US households pay for AI and why that means we're in inning one, the $26 billion Korean margin-call wipeout and what it tells you about sentiment, why nobody wins the US-China AI arms race except the components makers, the Saudi nuclear deal and looking where nobody else is looking, why the latest Iran escalation won't derail markets, and why gold looks phenomenal here while crypto may have finally bottomed. Enjoy! -- Follow Avi: https://x.com/AviFelman Follow Jonah: https://x.com/jvb_xyz Follow 1000x: https://x.com/1000xPod Join the 1000x Telegram: https://t.me/thousandxpod Try the 1000x Terminal: https://1000x.money -- Timestamps: (00:00) Coming Up on 1000x... (00:32) Save Everything In Your 20s: The Bleecker Street Lesson (07:01) How AI Bailed Out The Everything Bubble (10:15) Has Memory Bottomed? (13:51) Only 2.2% Pay For AI: We're In Inning One (19:36) $26B Wiped Out: The Korea Margin-Call Warning (23:42) The US-China Model Arms Race (And How To Trade It) (28:26) Bombing Iran Again: Why Markets Don't Care (42:02) Gold Looks Phenomenal & Crypto May Have Bottomed -- Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

  • July 20 · 34 min

    The Citadel Alum Reshaping The World Of Trading

    This week, Avi sits down with Vlad Novakovski, founder and CEO of Lighter, the on-chain exchange partnered with Robinhood. Vlad went to high school with Robinhood's Vlad Tenev, competed in the Physics and Informatics Olympiads alongside future Anthropic co-founders and Facebook's first CTO, finished Harvard at 19, and was recruited to Citadel by Ken Griffin himself. We discuss the Olympiad pipeline that produced half of Silicon Valley, what Ken Griffin told him about Bernie Madoff in 2004, why Madoff couldn't have happened on-chain, why he left Wall Street for Silicon Valley and then came back, how he pivoted his company and kept 80% of his engineering team, the custom ZK circuits that let Lighter run finance at 1% of the compute cost, why he thinks Lighter beats Hyperliquid on every axis, the Robinhood partnership and onchain options coming in Q3, and why every dollar of value at Lighter accrues to the token instead of the equity. Enjoy! -- Follow Vlad: https://x.com/vnovakovski Follow Avi: https://x.com/AviFelman Follow Jonah: https://x.com/jvb_xyz Follow 1000x: https://x.com/1000xPod Join the 1000x Telegram: https://t.me/thousandxpod Try the 1000x Terminal: https://1000x.money -- Timestamps: (00:00) Coming Up on 1000x... (00:49) Harvard At 16 & The Olympiad Network Behind Anthropic (10:10) Ken Griffin Closed Me At 18 (12:12) "That's A Ponzi": Ken Called Madoff In 2004 (16:08) Why He Left Wall Street For Silicon Valley (19:46) How To Pivot And Keep 80% Of Your Engineers (24:29) Running 40% Of The Economy At 1% Of The Cost (27:46) Robinhood, Ethereum & Options Onchain (30:48) All Value Accrues To The Token -- Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

  • July 15 · 1 hr

    The Market Can't Make Up Its Mind

    This week, we go deep on how careers and capital actually get made. We discuss how Jordi Alexander built Selini from a poker table, why table selection is the single most important decision you'll make, an insider's account of how Goldman Sachs anoints its "Illuminati" and what it takes to get there, why Jonah took a shot at the king and missed, why Ken Griffin says the alpha has been squeezed out of short-term trading and megatrends are what's left, the complete flows framework for Bitcoin and why there may be nobody left to sell, the Avi vs Jonah standoff on whether crypto is a buy here, the Clarity Act and why it probably won't pass, and what crypto was actually supposed to be. Enjoy! -- Follow Avi: https://x.com/AviFelman Follow Jonah: https://x.com/jvb_xyz Follow 1000x: https://x.com/1000xPod Join the 1000x Telegram: https://t.me/thousandxpod Try the 1000x Terminal: https://1000x.money -- Timestamps: (00:00) Coming Up on 1000x... (00:29) How Jordi Built Selini & Why Table Selection Is Everything (8:27) Inside Goldman: How They Anoint The Illuminati (15:13) Shot At The King And Missed (23:17) Ken Griffin Is Right: The Alpha Is In Megatrends (25:07) Nobody Left To Sell: The Bitcoin Flows Framework (39:13) The Market Can't Make Up Its Mind (44:07) The Clarity Act & What Crypto Was Supposed To Be -- Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

  • July 13 · 30 min

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

    Recorded live at the Selini Summit in Cannes, Avi sits down with Jordi Alexander — founder and CIO of Selini Capital, former professional poker player, and one of the sharpest minds in trading. We discuss why crypto's "great filter" washout is actually healthy, why retail has disappeared from crypto, how Selini is now trading SpaceX and equity IPOs using the exact same playbook they learned in crypto, why passive flows always end up holding the bag, the leverage lessons from the October 10th liquidation cascade, where a crypto market maker still has edge over the Jane Streets of the world, the first principle of all trading (you're always exchanging risk for expected value), and the casino economy of variance, dopamine, and why you should never trade from your phone. Enjoy! -- Follow Jordi: https://x.com/gametheorizing Follow Avi: https://x.com/AviFelman Follow Jonah: https://x.com/jvb_xyz Follow 1000x: https://x.com/1000xPod Join the 1000x Telegram: https://t.me/thousandxpod Try the 1000x Terminal: https://1000x.money -- Timestamps: (00:00) Coming Up on 1000x... (01:22) The Great Filter: Crypto's Washout Is Healthy (04:44) Retail Is Gone (06:02) Selini Is Trading SpaceX: Same Playbook As Crypto (10:29) Passive Flows Always Hold The Bag (12:54) Surviving October 10th & The Leverage Lesson (17:44) "They're In Our Land": Where Selini Still Has Edge (22:02) The Casino Economy: Variance, Dopamine & Getting Fleeced -- Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

  • July 6 · 1 hr 3 min

    Are The AI Labs Getting Nationalized?

    Avi sits down with Ari Paul. His former boss, founder of BlockTower Capital, and one of the sharpest minds in crypto, for a wide-ranging conversation on what's next. We discuss why crypto was the easiest table in finance and why that edge is gone, why the best people left crypto for AI, why Ari believes "Mythos is a military project" and the labs are heading for a Los Alamos-style lockdown, why the AI data center boom rhymes with the 1990s fiber bubble, where AI value actually accrues (why you might short Accenture but not Visa), why one person with an LLM can now do the work of a whole team, how Ari is using LLMs and neuromodulation to hack his own health, and why we may be at peak chaos in the Fourth Turning. Enjoy! -- Follow Avi: https://x.com/AviFelman Follow Jonah: https://x.com/jvb_xyz Follow 1000x: https://x.com/1000xPod Join the 1000x Telegram: https://t.me/thousandxpod Try the 1000x Terminal: https://1000x.money -- Timestamps: (00:00) Coming Up on 1000x... (01:13) From BlockTower To Burnout: Ari Paul's Crypto Story (09:01) Why Crypto Was The Easiest Table In Finance (16:17) Crypto Is Over: The Best People Left For AI (24:03) Mythos Is A Military Project (30:04) The AI Bubble Is The Fiber Boom All Over Again (39:38) Where AI Value Actually Accrues (44:59) I Can Beat Most Doctors With An LLM (58:19) Peak Chaos: The Fourth Turning & The Coming Reset -- Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

  • July 1 · 56 min

    Who's Coming For The Market In Q3?

    This week, with portfolios sitting at all-time highs after the best NASDAQ quarter since 2020, we ask who's coming for the market in Q3? We deep dive into why that gut feeling means it's time to rotate not sell, the fundamentals vs flows debate and why sell-side analysts are structurally guaranteed to keep underpricing AI demand, why Micron at 7.5x forward earnings still isn't a bubble, why a strengthening dollar is the real threat to your assets, why Bitcoin has been co-opted by Wall Street and how to walk out of the crypto cage, the HOOD trade and taking profits like a CTA, the megatrends hiding beyond AI in real estate and collectibles, and the best career advice for the AI era: find your niche. Enjoy! -- Follow Avi: https://x.com/AviFelman Follow Jonah: https://x.com/jvb_xyz Follow 1000x: https://x.com/1000xPod Join the 1000x Telegram: https://t.me/thousandxpod Try the 1000x Terminal: https://1000x.money -- Timestamps: (00:00) Coming Up on 1000x... (01:03) Portfolio At All-Time Highs: Time To Rotate? (11:48) Fundamentals vs Flows: Why Analysts Keep Missing (17:48) Micron At 7.5x: This Isn't A Bubble Yet (20:40) Who's Coming For The Market In Q3? (It's The Dollar) (24:15) Bitcoin's Been Co-opted: The Walk-Out-Of-The-Cage Trade (32:38) The HOOD Trade & Taking Profits Like A CTA (40:09) Beyond AI: Israel, Real Estate & Hidden Megatrends (45:17) Find Your Niche: The Best Career Advice For The AI Era -- Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

  • June 24 · 53 min

    AI Cracks: Where Do You Hide?

    This week, with NASDAQ down 3% and the AI trade showing cracks, we discuss where you actually hide. We deep dive into when technical analysis actually works, why you have to ask "how did you make your money" to understand the AI trade, why the answer is hiding downstream where AI changes the real economy, the 13-year-old's portfolio and whether the top is in, why the memory trade still isn't saturated, the socialism trade and what a 2028 blue wave means for your assets, why Bitcoin and everything without revenue is cooked, why the coming Saylor blowup will be the trade of a lifetime, and the Avi vs Jonah debate on whether you should actually buy AI biotech. Enjoy! -- Follow Avi: https://x.com/AviFelman Follow Jonah: https://x.com/jvb_xyz Follow 1000x: https://x.com/1000xPod Join the 1000x Telegram: https://t.me/thousandxpod Try the 1000x Terminal: https://1000x.money -- Timestamps: (00:00) Coming Up on 1000x... (01:07) Does Technical Analysis Actually Work? (06:05) AI Cracks: Where Do You Hide? (13:46) The 13-Year-Old's Portfolio: Is The Top In? (19:44) The Socialism Trade: Sell What They Redistribute (32:16) Bitcoin's Cooked: Stay Short The Complex (40:25) The Saylor Blowup Will Be The Trade Of A Lifetime (43:50) Should You Actually Buy AI Biotech? -- Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

  • June 19 · 32 min

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

    In a short solo Juneteenth stream, Avi breaks down what's next now that the SpaceX IPO and the Fed meeting are behind us. We discuss why the market shrugged off a hawkish Warsh presser, why Mag 7 is lagging the semis it's funding, why layoffs are actually bullish, why inflation is showing up everywhere from a $14 smoothie to the struggling bottom half, why Michael Saylor using ChatGPT to structure STRC is a problem, why the Iran deal was a win for Iran, and the two megatrends to spend your weekend researching: AI-powered biotech and the coming nuclear revolution. Enjoy! -- Follow Avi: https://x.com/AviFelman Follow Jonah: https://x.com/jvb_xyz Follow 1000x: https://x.com/1000xPod Join the 1000x Telegram: https://t.me/thousandxpod Try the 1000x Terminal: https://1000x.money -- Timestamps: (00:00) Coming Up on 1000x... (01:18) The Market Doesn't Care About Warsh (02:55) Why Mag 7 Is Lagging The Semis (05:49) Layoffs Are Bullish, Not Bearish (08:12) The $14 Smoothie: Inflation Is Real (10:40) Saylor Used ChatGPT To Build STRC (16:01) The Iran Deal Was A Win For Iran (18:46) The Next Megatrend: AI Biotech (25:11) Nuclear & The Rotation To Physical AI -- Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

  • June 17 · 53 min

    Are Rate Cuts Dead?

    This week, recorded live in the 30 minutes before the Fed decision, we discuss whether rate cuts are dead and what to watch from Kevin Warsh. We deep dive into why a full-blown war with Iran barely dented the market and what could actually tank it, Jonah's journey from Berkeley communist to Republican, why you should collect the gold coins before the level ends, the idea journal and how billionaires actually trade, why SpaceX is a low-float meme coin and you have to play the game of flows over fundamentals, why an ocean of oil is bearish for inflation, why Bitcoin has lost its way and what disdain Avi needs to buy it, and why the Iran deal is just a pause before the next flare-up. Enjoy! -- Follow Avi: https://x.com/AviFelman Follow Jonah: https://x.com/jvb_xyz Follow 1000x: https://x.com/1000xPod Join the 1000x Telegram: https://t.me/thousandxpod Try the 1000x Terminal: https://1000x.money -- Timestamps: (00:00) Coming Up on 1000x... (01:30) What Could Possibly Tank This Market? (05:33) From Communist to Republican (10:45) Collect The Gold Coins Before The Level Ends (26:26) SpaceX Is A Meme Coin: Play The Game Of Flows (30:25) Fed Preview: What To Watch From Warsh (35:05) An Ocean Of Oil & Why Bitcoin Lost Its Way (39:52) The Iran Deal Is Just A Pause -- Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

  • June 12 · 45 min

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

    This episode, Avi flies solo on the biggest IPO in history before Jonah stream-bombs him. We discuss why SpaceX's $1.77 trillion debut might be a low-float meme coin and not the megabubble starter that everyone is calling it, why bears die in markets like this, the actual trade setup if SpaceX dumps back to $135, why every other space stock crashed 30% the same day, why the OpenAI and Anthropic IPOs will likely crash the indexes too, why Avi is "slowly becoming a communist," and a wide-ranging solo Q&A covering the Aptos grift, the XMR/ZEC close, why Hood is a 10x and Hype isn't, and why PnL is a disease of the mind. Enjoy! -- Follow Avi: https://x.com/AviFelman Follow Jonah: https://x.com/jvb_xyz Follow 1000x: https://x.com/1000xPod Join the 1000x Telegram: https://t.me/thousandxpod Try the 1000x Terminal: https://1000x.money -- Timestamps: (00:00) Coming Up on 1000x... (01:27) SpaceX Hits $1.77 Trillion (04:45) Don't Short Elon: The Low-Float Meme Coin (09:45) Bears Die (11:56) Wait For The Dump: The $135 Trade (16:21) Intel, Uranium & The First Warsh Meeting (19:16) Why Every Space Stock Crashed (And OpenAI's IPO Will Too) (24:43) "I'm Slowly Becoming A Communist" (28:19) Audience Q&A -- Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

  • June 10 · 55 min

    Did Trillion-Dollar IPOs Break The Social Contract?

    This week, we discuss why AI is breaking the social contract between public markets and the American people. We deep dive into why only the self-motivated will win the AI era, the $60 trillion wealth transfer from boomers to millennials and Gen Z, the rise of scarce asset trades (Ferraris, Birkins, dinosaur bones), why the Anthropic and OpenAI IPOs at multi-trillion valuations might break markets, why May CPI hitting a 3-year high pushes December hike odds to 70%, why Mythos and quantum risk are overhyped, and where we're putting cash to work in gold, uranium, and pipeline MLPs. Enjoy! -- Follow Avi: https://x.com/AviFelman Follow Jonah: https://x.com/jvb_xyz Follow 1000x: https://x.com/1000xPod Join the 1000x Telegram: https://t.me/thousandxpod Try the 1000x Terminal: https://1000x.money -- Timestamps: (00:00) Coming Up on 1000x... (01:11) Only the Self-Motivated Will Win the AI Era (10:30) The $60 Trillion Wealth Transfer (15:14) The Scarce Assets Trade: Ferraris, Birkins, Bones (24:07) The Social Contract Is Broken (34:59) Crypto's Real Use Case (38:28) CPI HITS 3-YEAR HIGH (41:17) ANTHROPIC MODEL COULD BREAK MARKETS (45:15) Gold, Uranium & The Cash Barbell -- Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

  • June 4 · 59 min

    Is Robotics The Next Megabubble?

    Today, Avi sits down with Andrew Kang (@Rewkang), founder and CEO of RoboStrategy (Nasdaq: BOT), to discuss why robotics and physical AI are the next $10 trillion mega bubble. We deep dive into why the entire private robotics market is smaller than Pokémon trading cards, why VCs are pivoting from software to physical AI, the GPT-3 moment for robotics and why GPT-5-level capabilities are less than two years away, why you can't just hook Claude up to a robot, how Andrew built the "MicroStrategy of Robotics," and rapid fire pitches on companies in the RoboStrategy portfolio: Figure AI, Apptronik, Standard Bots, Dyna Robotics, and Dexmate. Enjoy! RoboStrategy Advisors is an investment adviser focused on robotics, physical AI, and emerging technologies. This discussion is provided for information and educational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Any opinions expressed are those of the speaker as of the recording date and are subject to change. Forward-looking statements and opinions are based on current expectations, estimates, projections, and assumptions and are subject to change without notice. Actual outcomes and results may differ materially from those expressed or implied. Any references to prior investment experience, portfolio companies, or investment outcomes relate to activities conducted outside of RoboStrategy and are provided solely for background and informational purposes. Any referenced gains, returns, or investment outcomes may be unrealized and are not indicative of future results. Investing involves risk, including possible loss of principal. References to companies, technologies, or investments are illustrative only and should not be interpreted as investment recommendations. -- Follow Andrew: https://x.com/Rewkang RoboStrategy: https://x.com/Robostrategy Follow Avi: https://x.com/AviFelman Follow 1000x: https://x.com/1000xPod Join the 1000x Telegram: https://t.me/thousandxpod Try the 1000x Terminal: https://1000x.money -- Timestamps: (00:00) Coming Up on 1000x... (01:28) From Crypto to the Robotics Mega Bubble (07:00) A $10 Trillion Industry Hiding in Plain Sight (10:45) The Companies Building Physical AI (14:10) Why VCs Are Pivoting From Software to Robots (17:00) The GPT-3 Moment for Robotics (26:20) How To Get Smart on a New Industry (33:55) The RoboStrategy Playbook (52:00) Rapid Fire: The Portfolio -- Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

  • June 3 · 52 min

    The Market Is Splitting In Two — How Do We Navigate it?

    This week, we discuss why the market is splitting in two and how to navigate the dispersion regime. We deep dive into rally warning signs and alt season at the top, the memory supercycle and the DRAM leading indicator, the Saylor unwind and the tax-loss harvesting trade, the pair trade playbook, why you should delete the word "crypto" and apply your skills to equities, Jonah's leading indicator framework for the AI bubble, the hawkish Warsh trade, and the resurfacing Iran/Hormuz tail risk. Enjoy! -- Follow Avi: https://x.com/AviFelman Follow Jonah: https://x.com/jvb_xyz Follow 1000x: https://x.com/1000xPod Join the 1000x Telegram: https://t.me/thousandxpod Try the 1000x Terminal: https://1000x.money -- Timestamps: (00:00) Coming Up on 1000x... (01:14) Rally Warning Signs: Alt Season at the Top (06:49) The Memory Supercycle: Reading the DRAM Chart (11:02) The Market Is Splitting In Two (16:53) The Pair Trade Playbook (21:01) Delete "Crypto": Apply Your Skills to Equities (29:09) The Leading Indicator Framework (37:30) Hawkish Warsh + The Cash Barbell (40:38) Iran Heats Back Up: The Hormuz Tail Risk -- Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.

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