(0:00) Bestie intros: Welcome back Brad Gerstner!
(2:48) Israel-Hamas ceasefire, how Trump and his team got the deal done
(13:27) National Guard sent to Chicago to protect ICE Agents
(44:02) OpenAI's deal with AMD, state of the "AI Bubble"
(1:05:45) Circular AI deals: cause for concern or no big deal?
(1:15:00) What's behind the Gold rally?
(1:20:38) Polymarket receives $2B investment from NYSE owner ICE, future of prediction markets
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Referenced in the show:
https://truthsocial.com/@realDonaldTrump/posts/115340993884364431
https://x.com/RapidResponse47/status/1972726021196562494
https://x.com/JasonJournoDC/status/1976080696209760487
https://www.washingtonpost.com/opinions/2025/10/09/gaza-ceasefire-deal-trump-nobel-prize
https://x.com/BillAckman/status/1976307397099471229
https://polymarket.com/event/will-hamas-release-all-israeli-hostages-by-october-31?tid=1760021581013
https://www.newsweek.com/ice-rappel-black-hawk-helicopters-chicago-10809228
https://x.com/libsoftiktok/status/1965294885373947928
https://x.com/CollinRugg/status/1972716966831120601
https://x.com/unlimited_ls/status/1975302286969631204
https://www.newsweek.com/donald-trumps-approval-rating-boost-cities-crime-crackdown-10840101
https://www.washingtonpost.com/dc-md-va/2025/08/20/dc-poll-trump-crime-police/
https://x.com/wallstreetapes/status/1976030014614421936
https://x.com/ericldaugh/status/1976020869752508907
https://www.wsj.com/tech/ai/openai-amd-deal-ai-chips-ed92cc42
https://finance.yahoo.com/news/tether-gold-xaut-hits-1b-080222337.html
https://www.cnbc.com/2025/10/07/nyse-owner-intercontinental-exchange-2-billion-polymarket-stake.html
https://polymarket.com/event/will-polymarket-us-go-live-in-2025?tid=1760113275545