https://www.joingoldenage.com/p/modernas-melanoma-vaccine-and-theThe Scuttlebutten2026-08-29T19:51:12+00:00Moderna's Melanoma Vaccine and the $500,000 Check That Started It: a company down more than 90%, a phase three that worked, and Bancel's "We are now an oncology company" | The Journal.https://www.joingoldenage.com/p/steve-eisman-why-us-growth-now-restsThe Scuttlebutten2026-08-29T19:44:43+00:00Steve Eisman: why US growth now rests on two loss-making AI companies, why he's still long Nvidia and not short, and why he calls a Treasury rate cap a joke | The David Lin Reporthttps://www.joingoldenage.com/p/manpreet-gill-why-standard-charteredThe Scuttlebutten2026-08-29T19:34:36+00:00Manpreet Gill: why Standard Chartered now expects US bond yields to fall, where it wants duration, and why gold is back to an overweight | Standard Chartered Money Insightshttps://www.joingoldenage.com/p/yixuan-yang-650-new-car-models-inThe Scuttlebutten2026-08-29T19:33:04+00:00Yixuan Yang: 650 new car models in six months, BYD's profit down 55%, and the glass supplier now taking 35% of the world market | The Capital Cycle Podcasthttps://www.joingoldenage.com/p/ed-zitron-one-unnamed-customer-wasThe Scuttlebutten2026-08-29T19:31:37+00:00Ed Zitron: one unnamed customer was 16% of Nvidia's revenue, the CFO guided to 70% growth next year, and Jensen Huang told analysts AGI has already arrived | Better Offlinehttps://www.joingoldenage.com/p/kristalina-georgieva-why-she-wantsThe Scuttlebutten2026-08-29T19:30:37+00:00Kristalina Georgieva: Why she wants governments cutting debt now instead of waiting for a crisis, why the dollar still has no alternative, and what Warsh got right | Bloomberg Talkshttps://www.joingoldenage.com/p/steve-brice-why-markets-defeat-predictionThe Scuttlebutten2026-08-29T19:29:27+00:00Steve Brice: Why markets defeat prediction, what missing a handful of the best days costs, and why the steady investor beat the one waiting for cheap | Standard Chartered Money Insightshttps://www.joingoldenage.com/p/chris-galipeau-why-six-straight-quartersThe Scuttlebutten2026-08-29T19:28:34+00:00Chris Galipeau: why six straight quarters of bank earnings say the consumer is fine, why Goldman told him AI is not costing jobs, and why only the Fed makes recessions | Wealthionhttps://www.joingoldenage.com/p/esther-george-why-the-75-basis-pointThe Scuttlebutten2026-08-29T19:28:34+00:00Esther George: Why the 75 basis point cut felt uncomfortable, inflation that keeps pressing forward, and faith in the Fed that is not evergreen | Bloomberg Talkshttps://www.joingoldenage.com/p/nicolai-tangen-why-hubris-and-arroganceThe Scuttlebutten2026-08-29T19:28:33+00:00Nicolai Tangen: why hubris and arrogance kill asset managers, why Europe's slow AI adoption worries him, and why the biggest listed companies are now all tied to AI | In Good Companyhttps://www.joingoldenage.com/p/derek-halpenny-warshs-jackson-holeThe Scuttlebutten2026-08-29T19:28:33+00:00Derek Halpenny: Warsh's Jackson Hole speech reopens the case for a September Fed hike, the debasement trade fades, and the BOJ still moves next month | The MUFG Global Markets Podcasthttps://www.joingoldenage.com/p/max-levchin-the-affirm-consumer-isThe Scuttlebutten2026-08-29T19:27:34+00:00Max Levchin: the Affirm consumer is healthy but stretching budgets, the bank charter is still in process, and a new innovation lab is aimed at the in-store business | Bloomberg Talkshttps://www.joingoldenage.com/p/kenneth-rogoff-why-nothing-gets-fixedThe Scuttlebutten2026-08-29T19:27:34+00:00Kenneth Rogoff: why nothing gets fixed until a crisis forces it, how economists' faith in falling rates built the debt, and why an AI collapse is no reason to sell | Bloomberg Talkshttps://www.joingoldenage.com/p/jack-pitcher-what-the-rollerkospiThe Scuttlebutten2026-08-29T19:27:34+00:00Jack Pitcher: What the Rollerkospi did to Korea's leveraged retail ants, and why buying the country index is really a bet on two chipmakers | WSJ Tech News Briefinghttps://www.joingoldenage.com/p/nvidia-beats-and-the-shares-moveThe Scuttlebutten2026-08-29T19:26:35+00:00Nvidia beats and the shares move 7%: Merryn Somerset Webb and John Stepek on where their AI skepticism sits, the commodity rotation, and Bitcoin's quantum problem | Merryn Talks Moneyhttps://www.joingoldenage.com/p/christopher-mackin-why-he-quit-20The Scuttlebutten2026-08-29T19:26:35+00:00Christopher Mackin: why he quit 20 years of wealth advising, what a silent retreat in India told him to write, and the childhood scene behind his money story | Founder's Storyhttps://www.joingoldenage.com/p/matthew-hill-zambias-10-year-yieldsThe Scuttlebutten2026-08-29T19:25:26+00:00Matthew Hill: Zambia's 10-year yields fell over 100 basis points on Hichilema's 61% win, the kwacha has slid five days running, and a killing and UN-flagged arrests cloud the result | Next Africahttps://www.joingoldenage.com/p/andrew-bailey-why-he-commends-warshThe Scuttlebutten2026-08-29T19:24:34+00:00Andrew Bailey: Why he commends Warsh on forward guidance, sees subdued second-round effects in the UK, and won't match a Fed hike just because it happens | Bloomberg Talkshttps://www.joingoldenage.com/p/europes-quiet-upgrade-jp-morgan-callsThe Scuttlebutten2026-08-29T19:23:35+00:00Europe's Quiet Upgrade: J.P. Morgan calls a September ECB hike a done deal, puts euro/dollar fair value nearer 110, and makes carry the back-to-school trade | At Any Ratehttps://www.joingoldenage.com/p/bots-on-the-ground-chinas-robot-olympicsThe Scuttlebutten2026-08-29T19:23:35+00:00Bots on the Ground: China's robot Olympics and the 11,000 years of data nobody has, Meta's $17 billion teen settlement, and Shakespeare and Company at 75 | The Intelligencehttps://www.joingoldenage.com/p/beth-hammack-why-she-wants-to-raiseThe Scuttlebutten2026-08-29T19:22:44+00:00Beth Hammack: why she wants to raise rates with inflation near 3%, why she sees no restriction in the economy, and why 2008 to 2020 was the abnormal period | Bloomberg Talkshttps://www.joingoldenage.com/p/claudia-sahm-why-she-just-left-theThe Scuttlebutten2026-08-29T19:22:41+00:00Claudia Sahm: why she just left the hold camp and now wants the Fed raising, what Warsh has to prove at Jackson Hole, and where inflation gets stuck | Bloomberg Surveillancehttps://www.joingoldenage.com/p/ian-deacon-why-fmx-has-barely-dentedThe Scuttlebutten2026-08-29T19:21:19+00:00Ian Deacon: why FMX has barely dented CME two years in, how clearing works as a price cut nobody can match, and why the exchanges are about to list AI compute | The Capital Cycle Podcasthttps://www.joingoldenage.com/p/brett-rentmeester-how-the-permanentThe Scuttlebutten2026-08-29T19:18:10+00:00Brett Rentmeester: how the permanent opportunity zone rules turn a million-dollar capital gain into a tax-free asset, and why he expects most of the coming deals to be bad ones | Wealthionhttps://www.joingoldenage.com/p/taka-jewellery-fy2026-record-284The Scuttlebutten2026-08-29T19:17:31+00:00Taka Jewellery FY2026: record $284 million revenue and $22.7 million profit, $15.4 million of operating cash burned, and $97 million of debt due inside 12 months | Investor Exchangehttps://www.joingoldenage.com/p/warsh-turns-hawkish-orlik-says-septemberThe Scuttlebutten2026-08-29T19:16:36+00:00Warsh Turns Hawkish: Orlik says September hike odds moved up, Keene hears nothing dovish at Jackson Hole, and Brightline nears a $5 billion restructuring | Bloomberg Intelligencehttps://www.joingoldenage.com/p/tai-sin-electric-sales-up-over-24The Scuttlebutten2026-08-29T19:16:32+00:00Tai Sin Electric: sales up over 24% on the AI data center boom, profit down 60% on a copper squeeze, and a new renewable energy arm | Investor Exchangehttps://www.joingoldenage.com/p/treasury-turmoil-and-asia-the-regionThe Scuttlebutten2026-08-29T19:15:35+00:00Treasury Turmoil and Asia: the region lends to the world now instead of borrowing from it, and locals have replaced foreign money in its equity markets | Under the Banyan Treehttps://www.joingoldenage.com/p/jackson-hole-and-nvidia-key-wealthsThe Scuttlebutten2026-08-29T19:15:33+00:00Jackson Hole and Nvidia: Key Wealth's team reads Warsh as hawkish, watches the two-year yield run at multi-year highs, and says AI's funding has become the story | Key Wealth Mattershttps://www.joingoldenage.com/p/lawrence-hamtil-how-the-ribbon-machineThe Scuttlebutten2026-08-29T19:12:30+00:00Lawrence Hamtil: How the ribbon machine saved Corning's bulb business, why R&D peaked as the stock fell more than 90%, and what the AI build-out owes to fiber | Preferred Shares Podcasthttps://www.joingoldenage.com/p/richard-clarida-what-he-would-putThe Scuttlebutten2026-08-29T19:12:29+00:00Richard Clarida: What he would put in Warsh's Jackson Hole speech, why five years above 2% is the Fed's real problem, and why he is not in the debasement trade | Bloomberg Surveillancehttps://www.joingoldenage.com/p/jared-woodard-why-5-on-the-10-yearThe Scuttlebutten2026-08-29T19:11:33+00:00Jared Woodard: why 5% on the 10-year is only a warning shot, 7% is the level that bites, and why the 40 in 60/40 is the broken half | Barron's Streetwisehttps://www.joingoldenage.com/p/tom-stevenson-why-bessents-treasuryThe Scuttlebutten2026-08-29T19:10:37+00:00Tom Stevenson: why Bessent's Treasury moves read as weakness, why the bond market wins that fight, and what is powering Europe's 18-month run | FidelityConnectshttps://www.joingoldenage.com/p/joshua-kastenberg-article-88-is-ancientThe Scuttlebutten2026-08-29T19:10:04+00:00Joshua Kastenberg: Article 88 is ancient and rarely charged, conduct unbecoming is the easiest count to prove, and pretrial confinement for an Air Force major is very unusual | Bloomberg Lawhttps://www.joingoldenage.com/p/susan-kare-how-an-art-history-phdThe Scuttlebutten2026-08-29T19:06:30+00:00Susan Kare: how an art history PhD got the Macintosh job, the bomb icon that scared a customer into calling Apple, and Paul Rand's $100,000 answer to a logo contest | Y Combinatorhttps://www.joingoldenage.com/p/david-nicoski-the-50-biotech-versusThe Scuttlebutten2026-08-29T19:06:29+00:00David Nicoski: the 50% biotech-versus-semis divergence since mid-June, why gold is nowhere near a bubble, and the CoreWeave swaps at 764 behind his short | The Noble Update Podcasthttps://www.joingoldenage.com/p/gavin-magor-why-the-old-safe-dividendThe Scuttlebutten2026-08-29T19:03:40+00:00Gavin Magor: Why the old safe-dividend formula is broken, and the four moat stocks he says are built for a shrinking dollar | MarketBeathttps://www.joingoldenage.com/p/brendan-sims-the-multi-alt-that-readsThe Scuttlebutten2026-08-29T19:03:40+00:00Brendan Sims: the multi-alt that reads 70/30 but nets 25 to 27% in bonds, why advisors want far less rate sensitivity, and an alt lineup with no performance fees | FidelityConnectshttps://www.joingoldenage.com/p/eric-goldman-metas-17-billion-settlementThe Scuttlebutten2026-08-29T19:00:37+00:00Eric Goldman: Meta's $17 billion settlement doesn't change its business, it deputizes the state AGs against its rivals, and nobody has the science to say the teen limits help | Bloomberg Lawhttps://www.joingoldenage.com/p/debt-and-consequences-what-fiscalThe Scuttlebutten2026-08-29T19:00:37+00:00Debt and Consequences: what fiscal discipline cost three finance ministers, why DWS wants the Treasury out of the long bond, and YouTube's move on the box office | Wall Street Weekhttps://www.joingoldenage.com/p/ed-zitron-why-nvidias-next-year-restsThe Scuttlebutten2026-08-29T18:58:35+00:00Ed Zitron: Why Nvidia's next year rests on its customers raising debt, what Anthropic's $30 trillion market claim is really for, and why there is still no killer app | The Tech Reporthttps://www.joingoldenage.com/p/max-levchin-affirm-has-grown-30-plusThe Scuttlebutten2026-08-29T18:57:14+00:00Max Levchin: Affirm has grown 30%-plus for 11 straight quarters, why rate moves barely dent its book, and why he says the consumer is still healthy | Squawk Podhttps://www.joingoldenage.com/p/alex-carabi-why-his-body-forced-himThe Scuttlebutten2026-08-29T18:55:36+00:00Alex Carabi: why his body forced him out of business consulting, what a constellation exposed about inherited pain, and why an integrated leader is the most surrendered one | The Art of Qualityhttps://www.joingoldenage.com/p/kenneth-rogoff-the-us-canada-tariffThe Scuttlebutten2026-08-29T18:55:36+00:00Kenneth Rogoff: the US-Canada tariff fight is a bar fight, the US is the big loser and China gains the space, and what Kevin Warsh cannot say at Jackson Hole | Everybody's Businesshttps://www.joingoldenage.com/p/austan-goolsbee-why-he-dissentedThe Scuttlebutten2026-08-29T18:52:30+00:00Austan Goolsbee: why he dissented on front-loading rate cuts, when data centers stop being one sector's story, and what would make policy not restrictive enough | Odd Lotshttps://www.joingoldenage.com/p/ejaaz-ahamadeen-and-josh-kale-nvidiaThe Scuttlebutten2026-08-29T18:52:30+00:00Ejaaz Ahamadeen & Josh Kale: Nvidia buys Hugging Face for $13 billion, Z.ai serves 100 trillion free tokens on Chinese silicon, and Waymo's new chip fits in the trunk | Limitlesshttps://www.joingoldenage.com/p/nvidia-sees-70-growth-as-ai-boomThe Scuttlebutten2026-08-29T18:50:31+00:00Nvidia Sees 70% Growth as AI Boom Accelerates: the full-year guide it never gives, Salesforce's 21% jump on Anthropic, and a reported $13 billion Hugging Face deal | Bloomberg Techhttps://www.joingoldenage.com/p/jim-cramers-madanomics-101-consensusThe Scuttlebutten2026-08-29T18:49:34+00:00Jim Cramer's Madanomics 101: consensus is already priced in, trim winners at 20%, and every IPO wave ends in a supply glut | Mad Moneyhttps://www.joingoldenage.com/p/uma-kolluri-why-mega-pension-plansThe Scuttlebutten2026-08-29T18:46:32+00:00Uma Kolluri: Why mega pension plans with in-house teams are hiring OCIOs, how fee compression took cost off the table, and why no two OCIO composites compare | The Solutions Scoophttps://www.joingoldenage.com/p/paul-kedrosky-why-ai-is-the-firstThe Scuttlebutten2026-08-29T18:46:32+00:00Paul Kedrosky: why AI is the first bubble with every ingredient at once, why data-center financing has flipped to outside money, and why the models have flatlined | The Meb Faber Showhttps://www.joingoldenage.com/p/fed-focus-anthropic-victory-and-paypalThe Scuttlebutten2026-08-29T18:45:05+00:00Fed Focus, Anthropic Victory and PayPal Deal Bust: Warsh puts 65 months of inflation on the Fed, Advent and Stripe walk away from PayPal, and the AI capex turns debt-funded | Bloomberg Techhttps://www.joingoldenage.com/p/buck-klintworth-why-value-takingThe Scuttlebutten2026-08-29T18:43:36+00:00Buck Klintworth: why value taking over leadership may be a warning, what to do with huge unrealized gains, and why you can't argue with the tape | Money Life with Chuck Jaffehttps://www.joingoldenage.com/p/ranjan-roy-why-the-anthropic-salesforceThe Scuttlebutten2026-08-29T18:43:35+00:00Ranjan Roy: Why the Anthropic-Salesforce deal makes sense for neither company, how Meta's plan to replace staff with AI imploded, and the leveraged wipeout in Korea | Big Technology Podcasthttps://www.joingoldenage.com/p/ben-horowitz-why-a16z-is-raisingThe Scuttlebutten2026-08-29T18:41:35+00:00Ben Horowitz: Why a16z is raising a fund for chips and power, how $3 billion and a cluster now beats hiring 100,000 engineers, and why GPUs are sold out to 2028 | a16z Podcasthttps://www.joingoldenage.com/p/imran-khan-why-nvidias-circular-revenueThe Scuttlebutten2026-08-29T18:38:29+00:00Imran Khan: Why Nvidia's circular revenue is already priced in at 15 times, what Jensen is really buying with those checks, and where he does see a bubble | RiskReversal Podhttps://www.joingoldenage.com/p/nvidias-70-revenue-guidance-againstThe Scuttlebutten2026-08-29T18:37:48+00:00Nvidia's 70% revenue guidance against gold's real-yield problem, and the new share supply that could drag index returns | The Art of Investinghttps://www.joingoldenage.com/p/david-booth-why-a-scientist-wouldntThe Scuttlebutten2026-08-29T18:35:33+00:00David Booth: why a scientist wouldn't run an index fund, the 4% the index overpays on every addition, and a century that paid 10% a year | Masters in Businesshttps://www.joingoldenage.com/p/jon-turek-warsh-is-an-owl-ratherThe Scuttlebutten2026-08-29T18:35:32+00:00Jon Turek: Warsh is an owl rather than a hawk or a dove, the Treasury bought back bonds with nothing broken, and both tails of AI capex got fatter | Macro Hive Conversationshttps://www.joingoldenage.com/p/dan-rasmussen-why-private-equitysThe Scuttlebutten2026-08-29T18:31:33+00:00Dan Rasmussen: why private equity's software bet is unwinding, why he'd rather hold the debt than the equity, and why Japan is 1960s value investing again | Excess Returnshttps://www.joingoldenage.com/p/arvind-narayanan-why-blocking-dataThe Scuttlebutten2026-08-29T18:28:34+00:00Arvind Narayanan: Why blocking data centers won't slow AI down, Meta settles the teen-safety case for up to $17 billion, and the last ever HatGPT | Hard Forkhttps://www.joingoldenage.com/p/john-austin-saviano-why-track-recordsThe Scuttlebutten2026-08-29T18:27:30+00:00John-Austin Saviano: Why track records mislead LPs, first-time funds as a portfolio's R&D, and the credit dislocation he's watching for | How I Invest with David Weisburdhttps://www.joingoldenage.com/p/gavin-mccracken-the-information-eraThe Scuttlebutten2026-08-29T18:22:38+00:00Gavin McCracken: The information era is ending, robotics kicks off a roaring commodity supercycle, and China now controls the oil price | Value Hive Podcasthttps://www.joingoldenage.com/p/kaitlan-collins-meta-settles-withThe Scuttlebutten2026-08-29T18:19:38+00:00Kaitlan Collins: Meta settles with 29 states over kids, the data-center backlash uniting the far right and the left, and Bill Gates warning his own industry will not self-regulate | Pivothttps://www.joingoldenage.com/p/nilay-patel-why-metas-teen-safetyThe Scuttlebutten2026-08-29T18:15:43+00:00Nilay Patel: Why Meta's teen-safety settlement is a First Amendment problem, what an iPhone Fold does to photos, and Waymo's blog-post shot at Tesla | The Vergecasthttps://www.joingoldenage.com/p/ed-zitron-the-pale-horses-he-is-watchingThe Scuttlebutten2026-08-29T18:13:11+00:00Ed Zitron: The pale horses he is watching for, why OpenAI has become Microsoft's biggest liability, and the private credit damage he cannot quantify | The Compound and Friendshttps://www.joingoldenage.com/p/aiam-highlights-rl-environments-rushedThe Scuttlebutten2026-08-29T18:08:57+00:00AI:AM Highlights: RL environments "rushed and vibe coded," a 27B scientist model handing its code to GPT-5.5 Codex, and Shenzhen betting on small models at the edge | The Cognitive Revolutionhttps://www.joingoldenage.com/p/marques-brownlee-andrew-manganelliThe Scuttlebutten2026-08-29T18:05:43+00:00Marques Brownlee, Andrew Manganelli & David Imel: Google's Highlight ships with five colors and no red, the base Mac Mini jumps to $900, and the Galaxy S27 Ultra grows a camera mesa | Waveformhttps://www.joingoldenage.com/p/jason-calacanis-nvidias-129-billionThe Scuttlebutten2026-08-29T18:02:39+00:00Jason Calacanis: Nvidia's $12.9 billion Hugging Face deal is the story of the year, unmetered racks are the threat to OpenAI and Anthropic, and Halter's cattle collars | This Week in Startups