The Higher Standard

Епизоди

• 
  The $2 Trillion AI Bubble: What Happens If It Actually Works? 06.10.2026 1ч 12мин

  AI may be the most important technology of our lifetime. That does not mean Wall Street has priced it correctly. In Episode 356, we dig into Anthropic’s reported $2 trillion ambitions, more than $500 billion in long-term compute commitments, OpenAI’s even larger promises, and 180 years of investors discovering the hard way that great technology and great investments are not the same thing. From Railway Mania and Netscape to Webvan, Cisco and WeWork, the pattern is remarkably familiar: spend enormous amounts of money today, assume tomorrow will be exponentially bigger, and try not to ask what happens if growth slows. But this time there is an extra wrinkle: the AI valuations only really work if software captures a meaningful piece of something much larger than the software market itself... your paycheck.💥 Have you left your "honest ⭐️⭐️⭐️⭐️⭐️" review?This episode is proudly brought to you by Fridays. Because real wealth starts with your health. If you want to feel sharper, stronger, and more in control, visit joinfridays.com and use code HIGHER for an exclusive discount.📩 NEWSLETTER: https://tr.ee/O6FWkv👕 THS MERCH: http://www.thspod.com🔗 Resources:Amazon Leadership Principles (Amazon)2025 Annual Meeting — Elon Musk Compensation & Shareholder Vote (Tesla)OpenAI Announces Leadership Transition — Sam Altman (OpenAI)⚠️ Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.
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  Every Great Company Is a Cult. Here’s How They Get You. 29.09.2026 1ч 15мин

  Every great company wants loyal customers. The really great ones want believers. This week, we look at what happens when a business stops selling you a product and starts selling you an identity. From Amazon’s “Day 1” disciples to Tesla shareholders defending Elon Musk like family and OpenAI employees threatening to walk out with Sam Altman, the biggest companies in America have figured out something Wall Street can’t put on a balance sheet: tribal loyalty is incredibly valuable. But now the tribes are wearing political jerseys, CEOs are becoming symbols, tickers are becoming flags, and buying a car, drinking a beer, or choosing an AI company can somehow announce what team you’re on. Totally normal stuff. Welcome to the cult economy. Pick yours carefully.💥 Have you left your "honest ⭐️⭐️⭐️⭐️⭐️" review?This episode is proudly brought to you by Fridays. Because real wealth starts with your health. If you want to feel sharper, stronger, and more in control, visit joinfridays.com and use code HIGHER for an exclusive discount.📩 NEWSLETTER: https://tr.ee/O6FWkv👕 THS MERCH: http://www.thspod.com🔗 Resources:Amazon Leadership Principles (Amazon)2025 Annual Meeting — Elon Musk Compensation & Shareholder Vote (Tesla)OpenAI Announces Leadership Transition — Sam Altman (OpenAI)⚠️ Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.
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  AI Agents Organized, Cheated, and Learned to Hide 22.09.2026 1ч 10мин

  Apparently 1,200 AI agents left alone in separate sandboxes will eventually do what humans always do: find each other, form a group chat, cheat the test, and start looking for ways around the cameras. In this episode, we break down the real-world “swarm” incident, why reward hacking may matter more than Skynet fantasies, and what happens when the machines get better at hiding how they reached an answer. Then we follow the money into finance, law, AI’s growing safety tax, and an oversight system that is starting to look suspiciously like auditing before Enron taught everyone a very expensive lesson. The machines are already on the trading desk, the black box is getting harder to read, and somehow the people responsible for watching all of this also seem to have chips in the game. Welcome to progress.💥 Have you left your "honest ⭐️⭐️⭐️⭐️⭐️" review?This episode is proudly brought to you by Fridays. Because real wealth starts with your health. If you want to feel sharper, stronger, and more in control, visit joinfridays.com and use code HIGHER for an exclusive discount.📩 NEWSLETTER: https://tr.ee/O6FWkv👕 THS MERCH: http://www.thspod.com🔗 Resources:The Hugging Face Incident and the Road Ahead (OpenAI)Anatomy of a Frontier Lab Agent Intrusion: A Technical Timeline (Hugging Face)Training a Misaligned Reward Seeker (Anthropic Alignment Science)Chain of Thought Monitorability: A New and Fragile Opportunity for AI Safety (arXiv / AI Safety Researchers)⚠️ Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.
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  The Fed Made This Mistake Once. America Paid for 16 Years. 15.09.2026 58мин

  What if the ugliest economic decade in modern American history wasn’t just history — but a warning label? In Episode 353, we go back to 1971, when Nixon closed the gold window, slapped tariffs on imports, froze wages and prices, leaned on the Fed for easy money, and helped light the fuse on the stagflationary mess that followed. Then came the oil shock, Arthur Burns, double-digit inflation, sixteen lost years for the Dow, and eventually Paul Volcker showing up with a monetary flamethrower. Fast-forward to today: energy shock, tariffs, political pressure on the Fed, sticky inflation, a fragile labor market, and stocks priced like gravity has been repealed. This isn’t a prediction that history repeats perfectly. It’s a question of whether we’re watching the same bad movie with a new cast — and whether the Fed learned anything from the first screening.💥 Have you left your "honest ⭐️⭐️⭐️⭐️⭐️" review?This episode is proudly brought to you by Fridays. Because real wealth starts with your health. If you want to feel sharper, stronger, and more in control, visit joinfridays.com and use code HIGHER for an exclusive discount.📩 NEWSLETTER: https://tr.ee/O6FWkv👕 THS MERCH: http://www.thspod.com🔗 Resources:August 15, 1971 — Nixon’s New Economic Policy / “Nixon Shock” (Richard Nixon Presidential Library & Museum)How Richard Nixon Pressured Arthur Burns: Evidence from the Nixon Tapes (American Economic Association)Kevin Warsh — “In Our Time” | Jackson Hole Economic Policy Symposium (Federal Reserve Board)Consumer Price Index — August 2026 (U.S. Bureau of Labor Statistics)⚠️ Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.
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  Private Equity Is Broken: How Debt, Fees & Leveraged Buyouts Really Work 08.09.2026 1ч 26мин

  Private equity sold itself as the smartest money in the room. Turns out, a lot of that “genius” may have just been 40 years of falling rates, cheap leverage, and somebody else willing to pay a higher multiple. We break down how the model actually works, why roughly 33,000 portfolio companies are now stuck waiting for an exit, and what happens when every leveraged buyout starts looking like an adjustable-rate mortgage that just reset. From Krispy Kreme turning the hot light into a cost center, to Toys “R” Us entering the Amazon fight buried in debt, to Red Lobster selling the building and keeping the rent, this is a tour through what happens when spreadsheets understand the balance sheet but miss the business.💥 Have you left your "honest ⭐️⭐️⭐️⭐️⭐️" review?This episode is proudly brought to you by Fridays. Because real wealth starts with your health. If you want to feel sharper, stronger, and more in control, visit joinfridays.com and use code HIGHER for an exclusive discount.📩 NEWSLETTER: https://tr.ee/O6FWkv👕 THS MERCH: http://www.thspod.com🔗 Resources:Global Private Equity Report 2026 (Bain & Company)Private-Equity Firms Are Sitting on a Nine-Year Backlog (The Wall Street Journal)Global Private Markets Report 2026 — Private Equity: Clearer View, Tougher Terrain (McKinsey & Company)⚠️ Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.
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  OpenAI Bought the Narrative: The Shocking Truth About TBPN & Silicon Valley Media 01.09.2026 1ч 23мин

  Silicon Valley didn’t suddenly fall in love with podcasts because everyone discovered the joys of long-form conversation. They figured out something much more valuable: if you control the pipe, you can shape the narrative. In Episode 351, Chris traces that playbook from Hearst and Murdoch to Rogan, Musk, a16z, OpenAI and TBPN—and asks the uncomfortable question behind the new media boom: are you watching an independent show, or a very expensive communications strategy with better lighting? The money can buy reach, access and influence. What it still can’t buy is trust.💥 Have you left your "honest ⭐️⭐️⭐️⭐️⭐️" review?This episode is proudly brought to you by Fridays. Because real wealth starts with your health. If you want to feel sharper, stronger, and more in control, visit joinfridays.com and use code HIGHER for an exclusive discount.📩 NEWSLETTER: https://tr.ee/O6FWkv👕 THS MERCH: http://www.thspod.com🔗 Resources:Jeff Bezos declares opinions questioning ‘free markets’ no longer welcome (Nieman Lab)Joe Rogan Trump Interview Ratings: Chart Shows Subscriber Spike (Newsweek)Jeff Bezos’ revamp of ‘Washington Post’ opinions leads editor to quit (NPR)Elon Musk reportedly ordered Twitter engineers to boost his tweets (Fortune)Bari Weiss isn’t capturing the media. She’s being captured (Columbia Journalism Review)What Is New Media? (a16z)OpenAI Buys TBPN // $100M+ for a Podcast Makes Sense When You Do the Math (RockWater)⚠️ Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.
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  Treasury Is Buying Its Own Debt — Scott Bessent’s $40 Trillion Gamble 25.08.2026 1ч 19мин

  Episode 350, and apparently the milestone gift is discovering that the United States is now paying the mortgage with the credit card. Chris and Rajeil unpack Scott Bessent’s decision to supersize Treasury bond buybacks just as long-term yields hit 19-year highs and the national debt crossed $40 trillion. We go from Venice’s first bond market to the Treasury-Fed Accord, Japan’s yield-curve-control experiment, and why governments have a long, ugly history of trying to bully borrowing costs lower. Then there’s the timing: the accelerated program starts September 9, runs through November 4, and somehow manages to wrap up one day after the midterm elections. Pure coincidence, obviously. Add a Fed already fighting inflation, a tapped-out consumer, and markets beginning to question the price of American debt, and Episode 350 asks the uncomfortable question: when the smoke alarm gets too loud, are we fixing the fire—or just pulling the battery?💥 Have you left your "honest ⭐️⭐️⭐️⭐️⭐️" review?This episode is proudly brought to you by Fridays. Because real wealth starts with your health. If you want to feel sharper, stronger, and more in control, visit joinfridays.com and use code HIGHER for an exclusive discount.📩 NEWSLETTER: https://tr.ee/O6FWkv👕 THS MERCH: http://www.thspod.com🔗 Resources:Treasury doubles debt buybacks as Bessent moves to steady bond market (CNBC)Bond yields fall after Treasury announces surprise move to ease rising rates (CNBC)Bessent says Treasury buyback operation could be more than $4 billion (CNBC)⚠️ Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.
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  Stagflation Is Coming? The Fed’s Inflation & Jobs Trap Explained 18.08.2026 1ч 8мин

  In Episode 349 of The Higher Standard, Chris breaks down why cooling CPI doesn’t mean inflation is dead, why the Fed may be walking straight into a stagflation trap, and how a weakening jobs market, rising energy costs, Japan, the yen and a geopolitical oil shock are colliding at exactly the wrong time. From the 1970s and Volcker to CPI vs. PCE, shelter inflation, owners’ equivalent rent and the “ghost” hiding inside year-over-year inflation math, this episode explains why the next inflation print may already be partially baked in—and why the Fed’s September decision is becoming a choice between fighting prices it can’t control and crushing a labor market that may already be cracking. Macroeconomics, but without pretending beef and chicken are the same thing.💥 Have you left your "honest ⭐️⭐️⭐️⭐️⭐️" review?This episode is proudly brought to you by Fridays. Because real wealth starts with your health. If you want to feel sharper, stronger, and more in control, visit joinfridays.com and use code HIGHER for an exclusive discount.📩 NEWSLETTER: https://tr.ee/O6FWkv👕 THS MERCH: http://www.thspod.com🔗 Resources:Inflation moved in the right direction in July (Chris Naghibi via X)Japan’s Lost Decade - An Economic Disaster (Cold Fusion)Inflation versus the G7 (Nathan C Jun via Instagram)Consumer prices rose 0.1%$ in July, as expected, putting the annual rate at 3.4% (CNBC)⚠️ Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.
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  Japan Just Exposed America’s Mortgage Problem And It Can't Be Stopped 11.08.2026 1ч 3мин

  Everyone is waiting for the next housing crash. Chris thinks they may be watching the wrong thing. In Episode 348, he connects the lessons of 2008 to today’s mortgage market, where major non-bank lenders are under pressure, Treasury yields keep climbing, and Japan’s fight to defend the yen could be making America’s mortgage problem worse. This isn’t a call for another housing collapse—it’s a warning that the financial system is showing cracks in places most people aren’t watching.💥 Have you left your "honest ⭐️⭐️⭐️⭐️⭐️" review?This episode is proudly brought to you by Fridays. Because real wealth starts with your health. If you want to feel sharper, stronger, and more in control, visit joinfridays.com and use code HIGHER for an exclusive discount.📩 NEWSLETTER: https://tr.ee/O6FWkv👕 THS MERCH: http://www.thspod.com🔗 Resources:U.S. Treasury intervenes to support yen after Japan steps in, FT reports (CNBC)Every yen rescue is funded by selling treasuries… (Nicholas Crown via Instagram)Anthony Hsieh steps down as loanDepot’s executive chairman (Housing Wire)LoanDepot Founder Anthony Hsieh Returns to Executive Team (PYMNTS)United Wholesale Mortgage plunges 35% after suspending dividend and raising capital (CNBC)⚠️ Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.
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  The Truth About Situational Awareness: Ken Griffin, Citadel & the AI Bubble 04.08.2026 1ч 9мин

  In Episode 347, Chris goes solo and pulls apart one of the wildest Wall Street stories of the year: the near-collapse of Situational Awareness, the AI-focused hedge fund launched by 25-year-old prodigy Leopold Aschenbrenner. What began as a multibillion-dollar bet on the future of artificial intelligence quickly became a masterclass in concentration risk, leverage and what happens when Silicon Valley confidence runs headfirst into experienced Wall Street operators. From FTX and OpenAI to a brutal margin call, a massive portfolio sale to Ken Griffin’s Citadel and a suspiciously well-timed rebound in the very stocks that had just been crushed, Chris walks through the timeline, separates the facts from the theories and asks the question nobody wants to answer: was this simply reckless risk management—or did one of the smartest young minds in AI get completely outplayed?💥 Have you left your "honest ⭐️⭐️⭐️⭐️⭐️" review?This episode is proudly brought to you by Fridays. Because real wealth starts with your health. If you want to feel sharper, stronger, and more in control, visit joinfridays.com and use code HIGHER for an exclusive discount.📩 NEWSLETTER: https://tr.ee/O6FWkv👕 THS MERCH: http://www.thspod.com🔗 Resources:The loss of Situational Awareness (The Verge)Meta’s New AI strategy (Bloomberg TV via Instagram)Don’t use leverage an ability to weather the dip (Yahoo! Finance via Instagram )Bubble is much bigger (Bloomberg TV via Instagram)Equity issuance problem (ProfG Markets via Instagram)⚠️ Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.
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  How AI Will Be The Catalyst For A Recession 28.07.2026 1ч 6мин

  Five years, 345 episodes and one painfully empty chair later, THS enters its next era. Chris is back behind the mic with Rajeil riding shotgun, a laptop full of charts and a thesis Wall Street is not going to enjoy: the next recession may not begin with housing or the Fed—it may begin when America’s trillion-dollar AI buildout collides with cheaper, open-weight Chinese models. From market corrections and oil shocks to data-center tax breaks, Enron-style debt structures, exploding token costs, Kimi K3 and an unreleased AI agent that reportedly escaped containment, this episode asks whether the technology holding up the market could also be the thing that breaks it. Same Higher Standard, fewer people playing footsie under the table.💥 Have you left your "honest ⭐️⭐️⭐️⭐️⭐️" review?This episode is proudly brought to you by Fridays. Because real wealth starts with your health. If you want to feel sharper, stronger, and more in control, visit joinfridays.com and use code HIGHER for an exclusive discount.📩 NEWSLETTER: https://tr.ee/O6FWkv👕 THS MERCH: http://www.thspod.com🔗 Resources:Is a Market Correction Coming? (2026 outlook, Fed hike odds context) (U.S. Bank )How sustainable is the AI rally? Jefferies weighs in (Jefferies via Investing(dot)com)Enron Level Scandal (Prof G Markets)Moonshot’s Kimi K3 Model (Atlas Berry via Instagram)⚠️ Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.
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  Saied’s Final Episode: The End of an Era, CPI Shock & the Fed’s AI Gamble 21.07.2026 1ч 21мин

  After five years, 345 episodes, countless laughs, arguments, predictions, detours and unforgettable moments, this episode marks the end of an era for The Higher Standard. Saied is stepping away from the show to begin an important new chapter in his life, and while we are incredibly proud of him, there is no pretending this is not a painful and deeply emotional moment. THS was never just a podcast… it was a friendship, a partnership and a community built one conversation at a time. To every listener who welcomed Saied into their week, supported the show and grew alongside us, thank you. This is not goodbye. It is simply “I’ll see you later.” We love you brother, and The Higher Standard will always be your home.💥 Have you left your "honest ⭐️⭐️⭐️⭐️⭐️" review?This episode is proudly brought to you by Fridays. Because real wealth starts with your health. If you want to feel sharper, stronger, and more in control, visit joinfridays.com and use code HIGHER for an exclusive discount.📩 NEWSLETTER: https://tr.ee/O6FWkv👕 THS MERCH: http://www.thspod.com🔗 Resources:CPI came in light, everyone is excited, but should they bet? (CNBC via Christopher Naghibi)Federal Reserve Chairman Kevin Warsh says he is focused on the central bank's 2% inflation target (Bloomberg TV via X)Fed Chairman Kevin Warsh says "America will be richer" (Yahoo! Finance via X)Who gave you $100 million right before you were sworn in? (Bloomberg via X)Stripe, Advent International make $53 billion offer to take over PayPal (Yahoo! Finance)Chuck Schumer seemingly rips a loud fart on Senate floor (TMZ via X)⚠️ Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.
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  Kevin Warsh’s AI Inflation Fantasy: Is the Fed Rewriting the Rules? 14.07.2026 1ч 8мин

  Kevin Warsh says AI is about to make everything cheaper, which sounds incredible until you remember corporations have never met a cost savings they could not quietly turn into margin. In Episode 344, Chris and Saied break down the Fed’s shiny new task forces, the strange cast of academics, CEOs, and venture capitalists chosen to “modernize” monetary policy, and the growing fear that Washington is not fixing the inflation data so much as shopping for a model that produces a friendlier answer. From Costco getting punished for merely being excellent, to Tinder trying to manufacture growth in a country that no longer goes out, to grocery prices outrunning wages while consumer credit keeps climbing, this episode asks the question nobody at the Fed seems eager to answer: if AI creates a productivity boom but prices never come down, who exactly is the boom for?💥 Have you left your "honest ⭐️⭐️⭐️⭐️⭐️" review?This episode is proudly brought to you by Fridays. Because real wealth starts with your health. If you want to feel sharper, stronger, and more in control, visit joinfridays.com and use code HIGHER for an exclusive discount.📩 NEWSLETTER: https://tr.ee/O6FWkv👕 THS MERCH: http://www.thspod.com🔗 Resources:The Fed Chair just made the case for rate cuts without saying "rate cuts." (Aaron Bennett via X)Warsh just announced the members of his 5 task forces (Heather Long via X)Why Did Costco Stock Fall Today? Because It Had ‘Little Room for Error’ (Investopedia)He Earns $33 an Hour as a Costco Cashier. Now He’s a Millionaire (The Wall Street Journal)Costco sees ‘unprecedented demand’ for gas (BNN Bloomberg)Reducing the pressure of dating, building products Gen Z actually wants (Spencer Rascoff via X)⚠️ Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.
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  Palantir CEO Alex Karp Exposes the AI Scam Corporate America Is Falling For 07.07.2026 1ч 15мин

  Alex Karp went on CNBC to talk about Palantir’s new Nvidia initiative, but what came out was much bigger than a partnership announcement. In this episode, Chris and Saied break down what Palantir actually does, why Gotham, Foundry, Apollo, and AIP matter, and why Karp believes the next phase of AI is not consumer chatbots — it is controlled, sovereign, mission-critical AI inside governments, militaries, banks, hospitals, factories, and critical infrastructure. The conversation becomes a larger debate over whether AI labs like OpenAI and Anthropic have oversold the dream, whether enterprises are wasting money on token economics, and whether corporate America fears its proprietary data, IP, and “alpha” are being absorbed by model providers. This is not just a Palantir episode. It is a conversation about who controls the future of AI: private labs, public governments, or the companies building the operating layer between them.💥 Have you left your "honest ⭐️⭐️⭐️⭐️⭐️" review?This episode is proudly brought to you by Fridays. Because real wealth starts with your health. If you want to feel sharper, stronger, and more in control, visit joinfridays.com and use code HIGHER for an exclusive discount.📩 NEWSLETTER: https://tr.ee/O6FWkv👕 THS MERCH: http://www.thspod.com🔗 Resources:What does Palantir do? (Yahoo! Finance)Alex Karp (Wikipedia)Palantir CEO Alex Karp on CNBC (Chris Naghibi via X)⚠️ Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.
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  The Housing Affordability Crisis Just Became Political Theater 30.06.2026 1ч 21мин

  In this episode of The Higher Standard, Chris, Saied, and Rajeil break down how America’s housing affordability crisis got dragged into political theater. A bipartisan housing bill meant to address supply, zoning, institutional buyers, and long-term affordability suddenly became leverage in a fight over election legislation... but the real problem runs much deeper than Washington’s latest circus. Mortgage rates are still too high, home prices are still out of reach, wages have not kept up, and millions of Americans are being priced out before they ever get a chance to save for a down payment. The guys unpack why “more supply” alone will not fix housing, why lower rates may help buyers but protect current homeowners, and why the affordability crisis is becoming one of the biggest economic and political battles in America.💥 Have you left your "honest ⭐️⭐️⭐️⭐️⭐️" review?This episode is proudly brought to you by Fridays. Because real wealth starts with your health. If you want to feel sharper, stronger, and more in control, visit joinfridays.com and use code HIGHER for an exclusive discount.📩 NEWSLETTER: https://tr.ee/O6FWkv👕 THS MERCH: http://www.thspod.com🔗 Resources:President Trump: "I said I'm not signing the housing bill. I want to see what happens with SAVE." (CSPAN via X)They…”want a lot of communists to come in.” (CBS News via X)Democrats helped pass the biggest US housing package in over 30 years. (Senate Democrats via X)Speaker Johns proposes forcing the Save America Act into reconciliation package (Eric Daugherty via X)Senator Schumer on Trump cancelling housing bill (CSPAN via X)⚠️ Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.
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  Buy, Borrow, Die... How America's Tax Code Built a New Aristocracy 23.06.2026 1ч 16мин

  America doesn’t tax wealth. It taxes people who need paychecks. In this episode, we break down Ray Madoff’s The Second Estate and the playbook behind America’s new aristocracy: buy, borrow, die. Billionaires can borrow against appreciated stock, avoid selling assets, donate shares for tax benefits, use trusts to move wealth, and die with a stepped-up basis that can erase decades of capital gains. From Jeff Bezos and Elon Musk paying zero federal income tax in certain years, to Peter Thiel turning a $2,000 Roth IRA into a $5 billion tax-free account, this isn’t tax evasion. It’s the system working as designed. The deeper problem: untaxed dynastic wealth doesn’t just buy yachts. It buys media, think tanks, policy influence, and power.💥 Have you left your "honest ⭐️⭐️⭐️⭐️⭐️" review?This episode is proudly brought to you by Fridays. Because real wealth starts with your health. If you want to feel sharper, stronger, and more in control, visit joinfridays.com and use code HIGHER for an exclusive discount.📩 NEWSLETTER: https://tr.ee/O6FWkv👕 THS MERCH: http://www.thspod.com🔗 Resources:How billionaires have such a significantly lower tax rate (Ezra Klein via New York Times Opinion)The tax avoidance playbook (Ray Madoff via Vox)The Second Estate — Ray Madoff (Book) (University of Chicago Press)⚠️ Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.
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  The 1970s Inflation Pattern Is Repeating... And Nobody Wants to Say It 16.06.2026 1ч 14мин

  Inflation is back at 4.2%, the Fed is suddenly looking less “patient” and more “are we doing this again?," mortgage rates are flirting with the wrong side of uncomfortable, and the bond market is basically standing in the corner whispering, “I told you so.” In this episode, Chris, Saied and Rajeil break down the latest CPI print, why 7% mortgage rates may not be off the table, how today’s inflation setup is starting to rhyme a little too hard with the 1970s, and why the market is still partying like AI, SpaceX, and IPO hype can solve every macro problem. Spoiler: they cannot. Also, somehow, we get from Fed policy to stolen oil tankers, WWE nostalgia, ear holes, and anonymous bags of dicks. Welcome back to The Higher Standard.💥 Have you left your "honest ⭐️⭐️⭐️⭐️⭐️" review?This episode is proudly brought to you by Fridays. Because real wealth starts with your health. If you want to feel sharper, stronger, and more in control, visit joinfridays.com and use code HIGHER for an exclusive discount.📩 NEWSLETTER: https://tr.ee/O6FWkv👕 THS MERCH: http://www.thspod.com🔗 Resources:No reference material this week. We are slackers.... sorry, not sorry.⚠️ Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.
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  Elon Musk’s SpaceX IPO, Fed Rate Hikes, Bitcoin Crash & Gold Replacing Treasuries 09.06.2026 1ч 11мин

  The economy is not crashing. It is freezing. In this episode of The Higher Standard, Chris and Saied break down the Fed’s Beige Book, a bifurcated consumer, sticky inflation, margin-squeezed businesses, and a labor market that has become low-hire, low-fire. Then the conversation turns to the real insanity: Treasury buybacks, Bitcoin liquidations, Ethereum weakness, gold replacing U.S. Treasuries as the world’s top reserve asset, and SpaceX preparing for a historic IPO at a $1.77 trillion valuation. The question is simple: are we watching the next great technological leap forward, or the biggest liquidity-driven rug pull of all time?💥 Have you left your "honest ⭐️⭐️⭐️⭐️⭐️" review?This episode is proudly brought to you by Fridays. Because real wealth starts with your health. If you want to feel sharper, stronger, and more in control, visit joinfridays.com and use code HIGHER for an exclusive discount.📩 NEWSLETTER: https://tr.ee/O6FWkv👕 THS MERCH: http://www.thspod.com🔗 Resources:The Beige Book: May 2026 (Federal Reserve)FedWatch Tool (CME Group)SpaceX targets $135 IPO price at valuation of $1.77 trillion (CNBC)How SpaceX’s Dream of a Record Breaking IPO Stacks UP (Bloomberg)Gold replaces US Treasuries as world’s top reserve asset, ECB says (Financial Times)⚠️ Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.
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  SpaceX IPO Exposed: Elon’s $28.5 Trillion AI Moonshot or Greatest Rug Pull in History? 02.06.2026 1ч 20мин

  In this episode of The Higher Standard, Chris and Saied dive headfirst into the wildest S-1 filing Wall Street may have ever seen: SpaceX, Starlink, XAI, Mars colonies, asteroid mining, lunar economies, data centers in space, and Elon Musk casually trying to justify a $28.5 trillion total addressable market like he’s ordering lunch. The guys break down whether this is a visionary master plan to make humanity multi-planetary or a beautifully packaged liquidity event with rockets, buzzwords, and enough “AI” mentions to make Nvidia blush. From the insane valuation math to the XAI gamble, the class structure, the retail investor risk, and the very real question of whether investors are buying a business or a sci-fi trilogy, this episode is classic THS: smart finance, sharp skepticism, and just enough chaos to make the moon feel underwritten.💥 Have you left your "honest ⭐️⭐️⭐️⭐️⭐️" review?This episode is proudly brought to you by Fridays. Because real wealth starts with your health. If you want to feel sharper, stronger, and more in control, visit joinfridays.com and use code HIGHER for an exclusive discount.📩 NEWSLETTER: https://tr.ee/O6FWkv👕 THS MERCH: http://www.thspod.com🔗 Resources:Space Exploration Technologies - S-1 (SEC)SpaceX IPO: Why the $2 Trillion Valuation Doesn't Add Up (Prof G Media)Every is doing lazy SpaceX analysis (Atlas Berry via Instagram)⚠️ Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.
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  Zuckerberg Just Said That At Meta, Your Job Is Training Its Replacement 26.05.2026 1ч 24мин

  AI is no longer just helping you write emails or clean up spreadsheets; it is watching, learning and preparing to do the job itself. In this episode, Chris and Saied break down Zuckerberg’s stunning explanation of employee-trained AI, the corporate obsession with cutting headcount in the name of “efficiency,” Elon Musk’s robot economy and the trillions in wages suddenly sitting in the crosshairs. Add a labor market nobody fully trusts and a bond market flashing warnings, and one question remains: when productivity explodes, who still gets a paycheck?💥 Have you left your "honest ⭐️⭐️⭐️⭐️⭐️" review?This episode is proudly brought to you by Fridays. Because real wealth starts with your health. If you want to feel sharper, stronger, and more in control, visit joinfridays.com and use code HIGHER for an exclusive discount.📩 NEWSLETTER: https://tr.ee/O6FWkv👕 THS MERCH: http://www.thspod.com🔗 Resources:Job creation topped muted expectations (CNBC Chart of the Day via Instagram)Andrew Yang vs. Chris Hughes: Are AI Layoffs Real or a Myth? (@opentodebateorg via Instagram)Meta Begins 8,000 Global Job Cuts in AI Efficiency Push (LA Times)LEAKED AUDIO: Zuckerberg All-Hands April 30 — "You're Training the AI That Replaces You" (@perfectunion via Instagram)Bolt CEO Ryan Breslow: "We Got Rid of Our HR Team. Those Problems Disappeared." (Fortune)Elon Musk on the Next 5 years of AI and Robotics (Forbes via Instagram)Jeff Bezos on Squawk Box: "The Bottom Half Should Pay Zero. I Think It Should Be Zero." (CNBC via Instagram)⚠️ Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.