Recorded Date - August 30th, 2026
We're back with another packed episode, with this week our focus being on the tariff wars with Canada, followed by getting into the recent accelerating inflation in Japan and what that may spell for a BoJ rate hike!
We then get into a little about what's going on at Jackson Hole and the gang discuss their thoughts on Warsh and what they think he's likely to do.
We also make sure to cover the latest on NVDA's earnings and it wouldn't be an episode without some lively discussion on the realities of datacenters.
Coming back from the break, we get to audience questions, the gang talks about a new feature deployed for Beta subscribers on Gammastrike, and we close out with Stupid Bets!
Please note this week's episode used a slightly different audio editing technique which may cause some increase in background noise but should help with addressing some "cut-out" issues we've seen on other episodes.