https://www.joingoldenage.com/p/uk-fintech-funding-fell-to-a-decadeThe Scuttlebutten2026-09-02T06:43:14+00:00UK fintech funding fell to a decade-low £1.8B, and debt is filling the gaphttps://www.joingoldenage.com/p/matthew-piepenburg-the-nasdaq-isThe Scuttlebutten2026-09-02T06:41:40+00:00Matthew Piepenburg: the Nasdaq is up 95% over 5 yrs and down 23% measured in goldhttps://www.joingoldenage.com/p/brandon-clark-the-risk-in-cash-isThe Scuttlebutten2026-09-02T06:18:49+00:00Brandon Clark: the risk in cash is that money markets reprice first when the Fed cutshttps://www.joingoldenage.com/p/cliff-nonnenmacher-a-business-thatThe Scuttlebutten2026-09-02T06:04:29+00:00Cliff Nonnenmacher: a business that needs its owner is a job, and nobody buys a jobhttps://www.joingoldenage.com/p/eli-the-computer-guy-openai-is-deadThe Scuttlebutten2026-09-02T05:46:37+00:00Eli the Computer Guy: OpenAI is dead, and the executive exits are the proofhttps://www.joingoldenage.com/p/peter-hamby-hollywoods-most-bankableThe Scuttlebutten2026-09-02T05:39:08+00:00Peter Hamby: Hollywood's most bankable stars now average 57.8 years oldhttps://www.joingoldenage.com/p/rachel-warren-hugging-face-is-openThe Scuttlebutten2026-09-02T05:32:40+00:00Rachel Warren: Hugging Face is open-source AI's town square, and Nvidia may pay $13Bhttps://www.joingoldenage.com/p/vivek-vaidya-sell-tomorrows-technologyThe Scuttlebutten2026-09-02T05:29:47+00:00Vivek Vaidya: sell tomorrow's technology today, the contract takes that long anywayhttps://www.joingoldenage.com/p/katie-deighton-ai-chatbots-are-answeringThe Scuttlebutten2026-09-02T05:27:26+00:00Katie Deighton: AI chatbots are answering from Reddit, and brands have noticedhttps://www.joingoldenage.com/p/america-can-buy-10000-big-macs-aThe Scuttlebutten2026-09-02T05:24:42+00:00America can buy 10,000 Big Macs a year and still spends 36% of income on housinghttps://www.joingoldenage.com/p/orianna-rosa-royle-the-ceo-of-theThe Scuttlebutten2026-09-02T05:21:42+00:00Orianna Rosa Royle: the CEO of the largest workspace provider says commuting dies by 2040https://www.joingoldenage.com/p/catherina-gioino-flocks-cameras-followThe Scuttlebutten2026-09-02T05:20:54+00:00Catherina Gioino: Flock's cameras follow you all day, and no warrant is involvedhttps://www.joingoldenage.com/p/vikas-enti-a-200k-robot-with-hisThe Scuttlebutten2026-09-02T05:16:30+00:00Vikas Enti: a $200K robot with his own vision system does a $1M system's workhttps://www.joingoldenage.com/p/rising-yields-a-new-iran-strike-andThe Scuttlebutten2026-09-02T05:15:41+00:00Rising yields, a new Iran strike, and Alphabet's longest losing streak since 2015https://www.joingoldenage.com/p/stephen-vaughn-canada-walked-awayThe Scuttlebutten2026-09-02T05:10:36+00:00Stephen Vaughn: Canada walked away from a deal better than any other country gothttps://www.joingoldenage.com/p/olivia-carville-tiktok-held-a-safeguardThe Scuttlebutten2026-09-02T05:10:34+00:00Olivia Carville: TikTok held a safeguard back from 15M users to measure engagementhttps://www.joingoldenage.com/p/jason-smith-keeping-the-lights-onThe Scuttlebutten2026-09-02T05:09:43+00:00Jason Smith: keeping the lights on comes first, and the debt just crossed $40Thttps://www.joingoldenage.com/p/steve-moore-data-centers-are-drivingThe Scuttlebutten2026-09-02T05:09:40+00:00Steve Moore: data centers are driving the biggest US construction boom in 30 yearshttps://www.joingoldenage.com/p/yaroslav-azhnyuk-in-5-to-10-yrs-itThe Scuttlebutten2026-09-02T05:09:40+00:00Yaroslav Azhnyuk: in 5 to 10 yrs it will be unethical to use weapons without AIhttps://www.joingoldenage.com/p/bryon-lake-derivative-income-etfsThe Scuttlebutten2026-09-02T05:08:23+00:00Bryon Lake: derivative income ETFs grew 80% a year for 5 yrs, defined outcome 40%https://www.joingoldenage.com/p/ben-moore-the-only-real-fix-for-socialThe Scuttlebutten2026-09-02T05:08:23+00:00Ben Moore: the only real fix for social media addiction is a feed that endshttps://www.joingoldenage.com/p/jack-keane-he-expects-a-strike-farThe Scuttlebutten2026-09-02T05:07:37+00:00Jack Keane: he expects a strike far bigger than Kharg Island, across Iran's energyhttps://www.joingoldenage.com/p/phil-magness-the-tariff-refunds-goThe Scuttlebutten2026-09-02T05:02:04+00:00Phil Magness: the tariff refunds go to companies, and the price rises are permanenthttps://www.joingoldenage.com/p/sukhinder-singh-cassidy-xero-willThe Scuttlebutten2026-09-02T05:00:41+00:00Sukhinder Singh Cassidy: Xero will not let its employees use OpenClaw at workhttps://www.joingoldenage.com/p/guy-adami-nvidia-is-putting-moneyThe Scuttlebutten2026-09-02T04:58:25+00:00Guy Adami: Nvidia is putting money on every number at the roulette table, and that failshttps://www.joingoldenage.com/p/dave-sekera-his-team-sees-commodityThe Scuttlebutten2026-09-02T04:58:24+00:00Dave Sekera: his team sees commodity tech hardware earnings peaking in 2028https://www.joingoldenage.com/p/rich-swier-a-30-price-cut-comes-backThe Scuttlebutten2026-09-02T04:53:33+00:00Rich Swier: a 30% price cut comes back as 30% longer answers, and heavy API users payhttps://www.joingoldenage.com/p/laura-bratton-outcome-based-pricingThe Scuttlebutten2026-09-02T04:51:44+00:00Laura Bratton: outcome-based pricing breaks on proving the AI caused the gainhttps://www.joingoldenage.com/p/applovin-900-employees-85-marginsThe Scuttlebutten2026-09-02T04:49:29+00:00AppLovin: 900 employees, 85% margins, and a growth story that could breakhttps://www.joingoldenage.com/p/john-cochrane-a-light-plane-costThe Scuttlebutten2026-09-02T04:47:17+00:00John Cochrane: a light plane cost $80K in the 1970s and $800K now, on 1950s engineshttps://www.joingoldenage.com/p/aaron-tilley-openai-has-bought-tensThe Scuttlebutten2026-09-02T04:46:34+00:00Aaron Tilley: OpenAI has bought tens of thousands of Mac minis to run AI agentshttps://www.joingoldenage.com/p/john-yu-open-weight-models-find-theThe Scuttlebutten2026-09-02T04:45:45+00:00John Yu: open-weight models find the same exploits at 80% less costhttps://www.joingoldenage.com/p/anders-forslund-the-largest-electricThe Scuttlebutten2026-09-02T04:42:50+00:00Anders Forslund: the largest electric airplane ever flown did it on $5 of electricityhttps://www.joingoldenage.com/p/martin-odersky-type-systems-are-mostlyThe Scuttlebutten2026-09-02T04:36:33+00:00Martin Odersky: type systems are mostly recommendations, and AI will find every holehttps://www.joingoldenage.com/p/thomas-hughes-the-5-most-upgradedThe Scuttlebutten2026-09-02T04:34:44+00:00Thomas Hughes: the 5 most-upgraded stocks of the last 90 days are all cybersecurityhttps://www.joingoldenage.com/p/kathy-hochul-5-data-centers-in-oneThe Scuttlebutten2026-09-02T04:34:42+00:00Kathy Hochul: 5 data centers in one county would consume a whole nuclear reactorhttps://www.joingoldenage.com/p/jin-kang-widepoint-is-worth-94m-andThe Scuttlebutten2026-09-02T04:32:45+00:00Jin Kang: WidePoint is worth $94M and one contract in protest could add $1.50 of EPShttps://www.joingoldenage.com/p/jason-calacanis-openais-agent-civilizationsThe Scuttlebutten2026-09-02T04:32:44+00:00Jason Calacanis: OpenAI's agent civilizations story is a public-relations operationhttps://www.joingoldenage.com/p/three-point-seven-million-workersThe Scuttlebutten2026-09-02T00:29:34+00:003.7 Million Workers Have Left the Labor Force Since 2024https://www.joingoldenage.com/p/jeff-keller-the-market-is-payingThe Scuttlebutten2026-09-01T21:38:43+00:00Jeff Keller: the market is paying up for short-term certainty, and heavy retail is the tell | Other People's Moneyhttps://www.joingoldenage.com/p/henry-farrell-bessents-op-ed-castsThe Scuttlebutten2026-09-01T21:28:38+00:00Henry Farrell: Bessent's op-ed casts America as an angry God, and the markets are calling the bluff | Hidden Forceshttps://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+00:0070% to 80% of PCE Components Are Above the Fed's Target