"Ceasefire" is the New "Tariff" Word From Trump
Good now revolutionaries— Wednesday After Dark, Doug is back on the show and cooking. Cold open news beat: US launched more strikes on Iran, explosions along the southern coast, oil up as much as 13% since July 2. Ceasefire is 'the pause between each missile strike.' Standard Rise Up After Dark macro-with-a-side-of-black-humor open.
★★ Doug returns with the concept he's been cooking for four-plus years — his AI-industry-map style thesis project. Alex races Will to see who can spot the framework fastest. Follows on nicely from the Fed rate hike setup, oil spike, and this week's macro complex…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.