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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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  • 24 episodes
  • Avg 52 min
  • English

Episodes 24

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  • 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.

  • May 29 · 1 hr 5 min

    Is This The End Of Crypto?

    This week, we discuss whether this is the end of crypto as we know it. We deep dive into Michael Saylor's "Egg Man" problem and why his Bitcoin position has become untenable, why decentralization lost and Solana and Hyperliquid won, how to spot the top of the AI bubble, the memory supercycle and why the OpenAI and Anthropic IPOs might mark the top, the framework of the Iran deal and what it means for oil, and why a deal could actually be bearish for markets. 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... (01:48) Saylor's Egg Man Problem (12:49) Is This The End of Crypto? (23:36) Decentralization Barbell (29:50) The AI Bubble (42:59) Memory Supercycle & IPO Top Signals (54:12) Iran Deal -- 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.

Showing 21–24 of 24 episodes