Joining us now is Brennan Hawin, Beimo Capital Market, senior equity analyst. So, uh, Brennan, uh, look, the fear is flying around. Um, let's start at the epicenter with the alternative asset managers. Some of them have been just weighed down by a constant spiral of concern about what's in these private credit portfolios, right? Is there value there or should we just sort of assume that other shoes are going to drop? >> Well, I mean, it is they are credit portfolios, right? and and you make a loan, it's not ...

Ah, thank you very much. The gleaming shores of the Gulf of America. See, that's one of the things we do, you know, if we did so much.That's like one of the I don't want to call it a throwin because it's very important, but it's like a little throwin. I said, you know, we ought to just ought to change the name. We have 92% of the fringe, but they were there first.They've been here a hundred years longer. Gulf of Mexico, 100 years longer. Now it's the Gulf of America because we have 92%.I wouldn't say Mexico ...

It's only half but I [music] don't care. It's 5:00 somewhere. This [music] lunch break is going to take all afternoon after night.>> [music] >> Ladies and gentlemen, please welcome to the stage Secretary of Energy Chris Wright. >> Hello, Corpus. Awesome to be here with you all.President Donald J. Trump was elected overwhelmingly on a simple agenda. He was going to make America great again. How do you make America great again. Is you make the lives of Americans great.You bring that American dream closer in r ...

Bill Clinton is facing questions from Congress today about his ties to Jeffrey Epstein here in Chapua, New York. The investigation is the first time that a former president has faced questions from a House committee under a subpoena. >> The American people have a lot of questions and our House Oversight Committee is committed to getting answers.We're committed to transparency. >> What we're interested in today is a serious deposition. We have real questions that deserve serious answers from former President ...

So curious if you have any life hacks. >> Um one of them is um how I manage my energy is probably something that is something that's really important to me and it's it's the way I think about it is almost like you know you got to put pennies in the piggy bank and some of them come out and some you know along the week and by the weekend you got to put them back in so that you're ready to go again on Monday. Um, so that is something I think about and and so the energy balance for me is really important.And so ...

President Trump posted on uh Truth Social about the ongoing back and forth between Anthropic and the Pentagon and DoD uh saying that he is directing every federal agency in the United States government to immediately cease all use of anthropics technology. We don't need it. We don't want it and we will not do business with them again.And he then says that there will be a six-month phase out period uh for uh agencies that do use anthropic including uh the DoD uh and says that the company better uh get its ac ...

[music] [music] Hello and welcome to market domination. I'm Josh Lipton live from our [music] New York headquarters. There's just an hour ago now. The closing bell and stocks in the red gear. [music] The Dow down 700 points. The S&P 500. You can see there we're down about 9/10 of a percent. Tech heavy NASDAQ [music] down about 1.3%. Our very own Jared Blickery standing by with all the headlines. Jared, >> thank you Josh. Uh yes, uh negative looking tape for today and for the week. We had a little bit of a p ...

Do you think Claude is alive. Which is an insane thing to go to a tech company and ask. Of all the questions I've asked all the tech companies, I've never been like, do you think the iPhone's alive.So, we asked Hayden asked. >> That's because they would just say no. And that's easy. >> And that would be the end of it.So Hayden asks anthropic, "Do you think Claude is alive?" And here's Kyle Fish, who leads model welfare research. Here's what he said. No, we don't think Claude is quote alive like humans or an ...

Hello everyone. Jack Dorsey laid off 4,000 people yesterday, but it's not for the reason that he said. Software engineers are becoming more popular in the age of AI, and we have answers on what is happening with Bitcoin right now.We're live today from the desk of Anthony Pompiano. Before we get into today's episode, I need your help. My goal is to get to 1 million subscribers on YouTube.We currently have 44,555. Beautiful number. Go ahead and hit the subscribe button and let's get into today's episode.All r ...

The stock is going to move where the stock is going to move. I understand the concerns that people have as they see us uh allocating a massive scale of money to this market. But the truth of the matter is is our backlog is is is enormous.We are going to be delivering compute to the most important to the largest companies in the world. We're going to be delivering compute to the broadest uh uh uh component of the economy. We're doing our job. This is what we're supposed to be doing. ...