https://www.joingoldenage.com/p/vijay-marolia-the-ai-spending-circleThe Scuttlebutten2026-09-01T21:07:08+00:00Vijay Marolia: the AI spending circle holds until the cash-flow statement says otherwise | Money Lifehttps://www.joingoldenage.com/p/william-cohan-leon-black-paid-epsteinThe Scuttlebutten2026-09-01T21:02:45+00:00William Cohan: Leon Black paid Epstein $158 million and he still cannot refute the explanation | On with Kara Swisherhttps://www.joingoldenage.com/p/stephen-balaban-80-of-new-americanThe Scuttlebutten2026-09-01T20:57:14+00:00Stephen Balaban: 80% of new American megawatts are solar or storage, and the data center fight is a local one | TBPNhttps://www.joingoldenage.com/p/tracey-manzi-the-starting-yield-isThe Scuttlebutten2026-09-01T20:49:39+00:00Tracey Manzi: the starting yield is the best predictor of bond returns, and it is near 5% | Bloomberg Surveillancehttps://www.joingoldenage.com/p/robert-mendelsohn-and-eric-olszewskiThe Scuttlebutten2026-09-01T20:49:38+00:00Robert Mendelsohn and Eric Olszewski: Actinide rebuilt a Manhattan Project machine to enrich uranium in Dallas | TBPNhttps://www.joingoldenage.com/p/paul-johnson-value-investing-is-redundantThe Scuttlebutten2026-09-01T20:39:43+00:00Paul Johnson: "value investing" is redundant, and what died after Graham was capital preservation | Talking Billionshttps://www.joingoldenage.com/p/sarah-hunt-nine-on-the-fomc-stillThe Scuttlebutten2026-09-01T20:39:39+00:00Sarah Hunt: nine on the FOMC still want to wait, and rate rises do not fix food and energy | Bloomberg Surveillancehttps://www.joingoldenage.com/p/tracie-mcmillion-more-rate-hikesThe Scuttlebutten2026-09-01T20:37:30+00:00Tracie McMillion: more rate hikes will not beat these earnings, so Wells Fargo prefers stocks | Bloomberg Surveillancehttps://www.joingoldenage.com/p/meta-settles-with-48-states-tim-cooksThe Scuttlebutten2026-09-01T20:28:31+00:00Meta settles with 48 states, Tim Cook's last day, and OpenAI's first chip beats Blackwell | TBPNhttps://www.joingoldenage.com/p/scott-bessent-the-blockade-will-bringThe Scuttlebutten2026-09-01T20:27:11+00:00Scott Bessent: the blockade will bring Iran to the table, and he is not trying to move bond yields | Squawk on the Streethttps://www.joingoldenage.com/p/paul-sankey-the-venezuela-deal-isThe Scuttlebutten2026-09-01T20:26:46+00:00Paul Sankey: the Venezuela deal is a sideshow, and the diesel price is the colossal problem | Bloomberg Surveillancehttps://www.joingoldenage.com/p/mandeep-singh-nvidias-35-billionThe Scuttlebutten2026-09-01T20:17:12+00:00Mandeep Singh: Nvidia's $3.5 billion MediaTek stake front-runs Google's next chip supplier | Bloomberg Intelligencehttps://www.joingoldenage.com/p/rob-sharps-t-rowe-price-is-operationallyThe Scuttlebutten2026-09-01T20:14:49+00:00Rob Sharps: T. Rowe Price is operationally ready to put private assets in a target date fund | Bloomberg Talkshttps://www.joingoldenage.com/p/michael-ohanlon-this-g20-cannot-touchThe Scuttlebutten2026-09-01T20:14:47+00:00Michael O'Hanlon: this G20 cannot touch the two wars driving it, and China will not use its leverage on Putin | Closing Bell Overtimehttps://www.joingoldenage.com/p/jordan-schneider-the-data-centerThe Scuttlebutten2026-09-01T20:06:46+00:00Jordan Schneider: the data center backlash is homegrown, and China's rockets were filled with water | TBPNhttps://www.joingoldenage.com/p/mark-gurman-apple-will-build-ai-intoThe Scuttlebutten2026-09-01T20:03:39+00:00Mark Gurman: Apple will build AI into the hardware because it can't sell it standalone | Bloomberg Businessweekhttps://www.joingoldenage.com/p/michelle-cortez-eli-lilly-looks-atThe Scuttlebutten2026-09-01T20:01:52+00:00Michelle Cortez: Eli Lilly looks at 10 acquisitions a week and buys early, small and often | Bloomberg Intelligencehttps://www.joingoldenage.com/p/jensen-huang-and-rick-tsai-nvidiasThe Scuttlebutten2026-09-01T19:57:45+00:00Jensen Huang and Rick Tsai: Nvidia's $3.5 billion MediaTek bet, and why XPUs are already in the market | Bloomberg Talkshttps://www.joingoldenage.com/p/kristina-hooper-one-to-two-rate-hikesThe Scuttlebutten2026-09-01T19:53:50+00:00Kristina Hooper: one to two rate hikes this year, even if Warsh sits on his hands | Bloomberg Surveillancehttps://www.joingoldenage.com/p/matthew-palazola-aons-17-billionThe Scuttlebutten2026-09-01T19:51:46+00:00Matthew Palazola: Aon's $17 billion for USI is a middle-market land grab struck on margins that have already fallen | Bloomberg Intelligencehttps://www.joingoldenage.com/p/ian-king-nvidias-35-billion-mediatekThe Scuttlebutten2026-09-01T19:47:46+00:00Ian King: Nvidia's $3.5 billion MediaTek bet is a fabric play — build your own chip, but build it inside our house | Bloomberg Techhttps://www.joingoldenage.com/p/joe-faraday-why-he-sold-lvmh-andThe Scuttlebutten2026-09-01T19:42:10+00:00Joe Faraday: why he sold LVMH and bought a Greek bank and a German arms maker | Short Briefings on Long Term Thinkinghttps://www.joingoldenage.com/p/kyle-guske-ii-a-four-star-mid-capThe Scuttlebutten2026-09-01T19:40:36+00:00Kyle Guske II: a four-star mid-cap fund whose own holdings his firm rates very unattractive | Money Lifehttps://www.joingoldenage.com/p/gavin-baker-he-asked-every-ai-companyThe Scuttlebutten2026-09-01T19:36:44+00:00Gavin Baker: he asked every AI company for one number getting worse, and nobody had one | a16zhttps://www.joingoldenage.com/p/the-iran-strikes-a-venezuela-oilThe Scuttlebutten2026-09-01T19:30:21+00:00The Iran strikes, a Venezuela oil deal the market isn't buying, and OpenAI cutting off Cursor | Squawk Podhttps://www.joingoldenage.com/p/joe-lavorgna-the-fed-needs-to-raiseThe Scuttlebutten2026-09-01T19:30:21+00:00Joe LaVorgna: the Fed needs to raise rates, growth could be near 5%, and a hike would pull long rates down | Squawk Podhttps://www.joingoldenage.com/p/hayden-brown-ai-agents-almost-neverThe Scuttlebutten2026-09-01T19:19:42+00:00Hayden Brown: AI agents almost never finish a job alone, and clients are quietly hiring humans back | Pioneers of AIhttps://www.joingoldenage.com/p/david-solomon-a-5-term-premium-isThe Scuttlebutten2026-09-01T19:18:11+00:00David Solomon: a 5% term premium is not a calamity, and Goldman's New York headcount is flat | Squawk on the Streethttps://www.joingoldenage.com/p/cj-muse-tsmc-is-sold-out-until-2029The Scuttlebutten2026-09-01T19:18:10+00:00CJ Muse: TSMC is sold out until 2029, and he thinks AI spending runs to 2030 minimum | Bloomberg Surveillancehttps://www.joingoldenage.com/p/bob-elliott-the-fed-is-all-hat-andThe Scuttlebutten2026-09-01T19:08:32+00:00Bob Elliott: the Fed is all hat and no cattle, so the market penalizes it in longer-dated yields | Bloomberg Surveillancehttps://www.joingoldenage.com/p/david-kelly-37-million-missing-workersThe Scuttlebutten2026-09-01T19:07:14+00:00David Kelly: 3.7 million missing workers are why 46,000 jobs a month still lowers unemployment | Notes on the Week Aheadhttps://www.joingoldenage.com/p/brian-quintenz-santos-was-bannedThe Scuttlebutten2026-09-01T19:05:26+00:00Brian Quintenz: Santos was banned for life for not cooperating, and this ends at the Supreme Court | Bloomberg Talkshttps://www.joingoldenage.com/p/bob-michele-he-thinks-the-10-yearThe Scuttlebutten2026-09-01T18:57:24+00:00Bob Michele: he thinks the 10-year tests 5%, and the cash waiting wants three or four hikes | Closing Bell Overtimehttps://www.joingoldenage.com/p/billy-thalheimer-regents-seaglidersThe Scuttlebutten2026-09-01T18:55:40+00:00Billy Thalheimer: Regent's seagliders certify as boats, not aircraft, and its biggest order book is not American | TBPNhttps://www.joingoldenage.com/p/aaron-katz-the-bubble-consensus-isThe Scuttlebutten2026-09-01T18:44:44+00:00Aaron Katz: the bubble consensus is the belief he thinks is wrong, and ClickHouse could list next year but won't | 20VChttps://www.joingoldenage.com/p/aaron-cannon-outsets-digital-twinsThe Scuttlebutten2026-09-01T18:41:29+00:00Aaron Cannon: Outset's digital twins let anyone in a company interview a customer who is not there | TBPNhttps://www.joingoldenage.com/p/bailey-lipschultz-anthropics-ipoThe Scuttlebutten2026-09-01T18:41:28+00:00Bailey Lipschultz: Anthropic's IPO hangs on an unsigned revolver, and the last cohort that raced ahead lost 10% | Bloomberg Intelligencehttps://www.joingoldenage.com/p/tom-barkin-the-consumer-is-borrowingThe Scuttlebutten2026-09-01T18:25:50+00:00Tom Barkin: the consumer is borrowing from the future, and AI's biggest mark on his district is political | Odd Lotshttps://www.joingoldenage.com/p/anthony-caruso-innovation-is-a-coreThe Scuttlebutten2026-08-31T21:42:30+00:00Anthony Caruso: innovation is a core allocation, not a pinch hitter, and 25 stocks carry the whole thesis | Behind the Tickerhttps://www.joingoldenage.com/p/seventy-to-eighty-percent-of-pceThe Scuttlebutten2026-08-31T10:31:21+00:00Seventy to Eighty Percent of PCE Components Are Above the Fed's Targethttps://www.joingoldenage.com/p/hugo-navarro-seeing-machines-is-aThe Scuttlebutten2026-08-31T08:04:41+00:00Hugo Navarro: Seeing Machines is a duopoly Europe just made compulsory, at 11x free cash flow | Yet Another Value Podcasthttps://www.joingoldenage.com/p/avalon-pernell-the-first-new-hairThe Scuttlebutten2026-08-31T07:47:11+00:00Avalon Pernell: the first new hair-loss drugs since the 1990s could reach shelves next year | Bloomberg This Weekendhttps://www.joingoldenage.com/p/brent-kochuba-implied-do-not-careThe Scuttlebutten2026-08-31T07:45:32+00:00Brent Kochuba: implied do not care, and the market just wants an excuse to rally | Last Callhttps://www.joingoldenage.com/p/lisa-du-shein-lists-in-hong-kongThe Scuttlebutten2026-08-31T07:44:13+00:00Lisa Du: Shein lists in Hong Kong at $26 billion, down from nearly $100 billion in 2022 | Bloomberg This Weekendhttps://www.joingoldenage.com/p/ben-hunt-the-fed-credibility-narrativeThe Scuttlebutten2026-08-31T07:43:29+00:00Ben Hunt: the Fed-credibility narrative has gone supernova, and gold is one divided by trust | Last Callhttps://www.joingoldenage.com/p/raja-krishnamoorthi-china-is-countingThe Scuttlebutten2026-08-31T07:42:42+00:00Raja Krishnamoorthi: China is counting our magazine depth, and Venezuela will boomerang on us | Bloomberg This Weekendhttps://www.joingoldenage.com/p/anna-andreeva-the-promiscuous-consumerThe Scuttlebutten2026-08-31T07:41:39+00:00Anna Andreeva: the promiscuous consumer, and Lululemon as the playbook not to follow | What's Next For Marketshttps://www.joingoldenage.com/p/daniel-mahncke-palantir-scores-155The Scuttlebutten2026-08-31T07:41:38+00:00Daniel Mahncke: Palantir scores 155% on the rule of 40, and he still will not buy it | The Intrinsic Value Podcasthttps://www.joingoldenage.com/p/jen-kha-ai-has-solved-software-soThe Scuttlebutten2026-08-31T07:40:34+00:00Jen Kha: "AI has solved software" — so a16z raised $1.1 billion for everything below it | a16zhttps://www.joingoldenage.com/p/ben-carlson-private-equitys-blackThe Scuttlebutten2026-08-31T07:40:34+00:00Ben Carlson: private equity's black box, the bond sleeve built for inflation, and why a fun-money account can save the rest of the portfolio | Bogleheads on Investinghttps://www.joingoldenage.com/p/aahan-menon-70-to-80-of-pce-componentsThe Scuttlebutten2026-08-31T07:39:48+00:00Aahan Menon: 70 to 80% of PCE components are above the Fed's target, and the recent cooling is all supply | Last Callhttps://www.joingoldenage.com/p/dan-rasmussen-private-equity-paidThe Scuttlebutten2026-08-31T07:39:48+00:00Dan Rasmussen: private equity paid 17 times EBITDA for companies public markets now price at 10 | WSJ's Take On the Weekhttps://www.joingoldenage.com/p/tara-seshan-build-for-the-modelsThe Scuttlebutten2026-08-31T07:39:45+00:00Tara Seshan: build for the models two to three months out, and never automate writing as thinking | Lenny's Podcasthttps://www.joingoldenage.com/p/tom-nelson-a-good-diversifier-shouldThe Scuttlebutten2026-08-31T07:38:36+00:00Tom Nelson: a good diversifier should occasionally disappoint clients, and boring works | The Disciplined Investorhttps://www.joingoldenage.com/p/stephen-moore-this-is-no-time-toThe Scuttlebutten2026-08-31T07:38:35+00:00Stephen Moore: this is no time to cut rates, and the oil price is what decides the midterms | Bloomberg This Weekendhttps://www.joingoldenage.com/p/ed-ballard-the-colorado-may-stopThe Scuttlebutten2026-08-31T07:37:30+00:00Ed Ballard: the Colorado may stop releasing water on demand, and Europe's rivers are cutting output | WSJ What's Newshttps://www.joingoldenage.com/p/rob-snyder-not-all-revenue-growthThe Scuttlebutten2026-08-31T07:37:29+00:00Rob Snyder: not all revenue growth is created equal, and the buyers who matter buy despite the product | Motley Fool Moneyhttps://www.joingoldenage.com/p/thomas-hughes-nvidia-is-still-a-buyThe Scuttlebutten2026-08-31T07:36:34+00:00Thomas Hughes: Nvidia is still a buy after the print, Okta gets paid for every bot, and the drone stock he says has stopped falling | MarketBeathttps://www.joingoldenage.com/p/kevin-muir-nobody-is-pricing-theThe Scuttlebutten2026-08-31T07:36:16+00:00Kevin Muir: nobody is pricing the midterms, and he is buying his volatility insurance today | Last Callhttps://www.joingoldenage.com/p/matthew-griffin-palo-alto-above-90The Scuttlebutten2026-08-31T07:36:16+00:00Matthew Griffin: Palo Alto above 90 times forward earnings, and Broadcom's next year matters more | Stock Movershttps://www.joingoldenage.com/p/jonathan-liang-warshs-jackson-holeThe Scuttlebutten2026-08-31T07:36:15+00:00Jonathan Liang: Warsh's Jackson Hole speech moved the futures market from 30% to 60% on a September hike, and Standard Chartered is not calling it yet | Standard Chartered Money Insights