Pentagon AI Seizure, The "Halo Trade" Shift, & Imminent Geopolitical Risks
Today, we dissect the ultimate cognitive dissonance in the global markets. While investors cheer for a future of peaceful human-AI collaboration, Washington is preparing for a constitutional showdown and kinetic conflict abroad.
AI vs. National Security: The threat of the Pentagon using the Defense Production Act against AI companies like Anthropic.
Goldman Sachs & The "Halo Trade": Why smart money is moving into heavy assets with low obsolescence (Land, Energy, Glass).
Global Flashpoints: The Gang of Eight meeting, the 15-day nuclear deadline for Iran, and the stalemate in Ukraine.
The…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.