CPI came in hot, PPI came in hotter, and rate-hike odds are climbing. The bigger story is Anthropic saying its revenue growth slowed in Q3, which raises the question of who funds the AI capex buildout. gmoney and Hunter Orrell ask whether the news leaked early, whether the government backstops AI, and why Elon talking down memory could be game theory now that SpaceX is public. Then they get into rates and AI bond supply, oil, gold and Bitcoin, the Bitcoin levels that would still be bullish, Robinhood and tokenization, Adobe and Amazon blocking AI agents, gmoney's Walmart trade, and AI accountant agents.
In this episode
- Hot CPI, hotter PPI, and rate-hike odds jumping
- Anthropic's Q3 growth slowdown and the AI trade
- Did the news leak before the headline? Will the government backstop AI?
- Elon's memory warning and the SpaceX game theory
- Rates, AI bond supply, oil and Iran
- Gold catches a bid, Bitcoin reverses, and levels to watch ($75K, about $62K)
- Tokenization and the Robinhood bull case
- Adobe slaughtered, Amazon blocks AI agents, the Walmart trade
- Selling to agents, not people
- AI accountant agents vs CPAs and lawyers
Chapters
0:00 Intro
0:32 Hot CPI, Hotter PPI: Rate-Hike Odds Jump
1:43 Anthropic's Growth Slows and the AI Trade Cracks
3:39 Did the Anthropic News Leak Before the Headline?
7:10 Will the Government Backstop AI?
9:03 Elon's Memory Warning and the SpaceX Game Theory
15:15 Bond Supply, Falling Rates and the AI Capex Double-Edged Sword
19:00 Oil, Iran and Whether Rates Have Topped
20:36 Gold Catches a Bid, Bitcoin Reverses
24:55 Crypto Policy, Tokenization and the Robinhood Bull Case
27:37 Bitcoin Levels: $75K, $62K and Still Bullish
32:12 Adobe Gets Slaughtered, Amazon Blocks AI Agents
33:57 gmoney's Walmart Trade and Agentic Shopping
36:20 Selling to Agents, Not People
40:24 AI Accountant Agents vs CPAs and Lawyers
46:22 Shout-Outs and fullportshow.com
46:58 Closing Thoughts: Volatility, Papertrade and the Trenches
Follow
- gmoney: https://x.com/gmoneyNFT
- Hunter Orrell: https://x.com/hunterorrell
- All shows: https://fullportshow.com
Full Port is live every Tuesday and Thursday at 10:30am ET.
Nothing in this episode is financial advice. Do your own research.
