MAGA Fractures, AI Cash Flow, and Why Markets Keep Rising Anyway

Solving America's Problems · Apr 13, 2026 · 29m · transcript

Jerremy Alexander Newsome and Dave Conley spot MAGA fractures as influencers JP Sears to Patrick Bet-David bail on Trump, eyeing midterm and lame duck risks. They review S&P 500 resilience despite Iran volatility and gas prices, contrasting PE ratios vs free cash flow for AI-heavy big tech like Meta, Amazon, Google. AI bubble selloff largely over with sector rotation ahead, April bounce likely. Jerremy and Dave also tie Trump's crypto endorsements to billions siphoned and link Palantir, Intel, Goldman to politics in markets. Timestamps:

(00:00) Introduction – Jerremy Alexander Newsome and…