1000x

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!

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Follow Avi: https://x.com/AviFelman
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Join the 1000x Telegram: https://t.me/thousandxpod
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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

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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.

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!

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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

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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

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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.

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!

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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

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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

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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.

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!

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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

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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

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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.

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!

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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

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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

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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.