Signal vs Noise: Jackson Mikalic, Michael Tanguma, Liam Nelson, and Brian Cubellis debate the White House's push to ban China's Kimi K3 AI model, dissect Jamie Dimon's warning that markets underestimate risk and he wouldn't buy stocks or treasuries at these prices, unpack why the World Cup trophy's gold has surged from $150,000 to $550,000 since 2020, and weigh the Clarity Act's odds as they swing from 30% to nearly 50% ahead of its early August deadline.
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🎙️ About The Show
Signal vs Noise: a twice weekly how unpacking the five biggest stories across capital markets, technology, and people, with five minutes on the clock for each.
🧠 Chapters
04:06 - Topic 1 - US Weighs Banning China's Kimi K3 AI Model
15:08 - Topic 2 - Jamie Dimon Won't Buy Stocks or Treasuries
22:29 - Topic 3 - The World Cup, Gambling & Inflation
29:30 - Topic 4 - Clarity Act's Ethics Language Enters the Final Stretch
37:20 - Topic 5 - Lightning Round: Signals of the Week
44:36 - Wrap-Up & Parting Thoughts
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