
Show Notes
(0:00) Besties intros: Brad Gerstner joins the show
(3:16) Epstein Files
()SaaS stocks crash out
()Moltbook panic
()Trump selects Kevin Warsh as new Fed Chair, replacing Jerome Powell
()SpaceX and xAI merge
()Brad's major win with Trump Accounts
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Referenced in the show:
https://www.nytimes.com/2026/02/05/business/epstein-investments-palantir-coinbase-thiel.html
https://www.miamiherald.com/news/local/article214210674.html
https://nypost.com/2026/01/31/us-news/linkedin-founder-reid-hoffmans-emails-with-jeffrey-epstein-revealed-in-doj-docs
https://freebeacon.com/democrats/skype-sushi-and-a-phone-date-democratic-megadonor-reid-hoffman-maintained-jeffrey-epstein-relationship-years-after-he-said-it-ended
https://nypost.com/2026/02/02/business/jeffrey-epstein-boasted-about-wild-dinner-with-mark-zuckerberg-reid-hoffman-in-unsealed-2015-email
https://x.com/stockpickerspb/status/2009363916573290715
https://x.com/galnagli/status/2017573842051334286
https://x.com/balajis/status/1937517664907460980
https://www.reuters.com/world/india/gold-rises-over-1-geopolitical-economic-tensions-lift-precious-metals-2026-02-05
https://x.com/truflation/status/2019409671212396815
https://www.challengergray.com/blog/challenger-report-january-job-cuts-surge-lowest-january-hiring-on-record
https://www.reuters.com/business/world-at-work/ups-amazon-boost-us-planned-layoffs-january-challenger-survey-shows-2026-02-05
https://www.cnbc.com/2026/02/03/musk-xai-spacex-biggest-merger-ever.html
https://polymarket.com/event/spacex-ipo-closing-market-cap-above