Bits + Bips: Why Iran Is Trump’s Greatest Taco. Plus, Is Elon’s TeraFab ‘Bullshit’?
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Alright, everybody. Welcome back. I'm your host, Austin Campbell, a high scholar of zero knowledge consulting. And with me today are Ram Olawalia, maester of wealth, leader of Lumina, and Chris Perkins, Golden Hand of Coin Fund. We're gonna start today with the segment we're calling the Iran Off Ramp, question mark. So what happened this morning? Trump announced that The US and Iran have had, quote, very good and productive conversations regarding a complete and total resolution of our hostilities in The Middle East, end quote, and is postponing all strikes on Iranian power plants and energy i
Well, the market's got an indecision. It closed very close to where it opened. That's happened a lot, you know, over the last few weeks, a lot of the actions overnight. You know, oil dropped about eight to 10 points, depending on what you're measuring, then it stops. So markets are repricing information quickly. You know, there are parts of the market where the storm has moved on, including technology areas. Like there's legitimate value out there and we've been accumulating some names in those pockets and quality names that long term investors would want to own. I mean, they're stepping in th
As we observe Trump starting to say what is the right way to say this, things being directly contradicted by the Iranians at times and confirmed at other times, back to something that we've been discussing previously, Do you think what we're seeing here is a fracturing of the Iranian regime? Are we seeing multiple voices starting to emerge inside Iran where the reason we're having this fragmented of a conversation is that they are no longer speaking with one voice, especially as we've been, for lack of a better way to put it, just bombing the hell out of them.
Look. No no one really knows. Right? But, you know, you have the IRGC. Apparently, the hardliners are in control now. Then you've got the parliament. And then you've also got the junior level staff that, quote unquote, don't want to go back don't want to go into work. I can understand why. Then Trump earlier said, We took out group one and then group two. I mean, it is extraordinary, and you're negotiating in Twitter. The Iranian foreign minister last night said that Strait Of Muz is not blocked, and it looked like that was a white flag coming from Iran, and Trump responded to that with this a
All right. Really, really interesting things over the weekend. I think the first thing that caught me, Austin, was the timing. And so Trump shows up and he's like, Hey, forty eight hours or I'm going to blow up all of your infrastructure. The first thing I thought about is
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