The 2026 Deconsolidation: Powell’s Indictment & The Death of SaaS
Is the Federal Reserve being politicized?
We analyze the unprecedented criminal investigation into Fed Chair Jerome Powell and what it means for the US Dollar. Plus, we explore the "AI Induced Deflation" tearing through the tech sector. With AI agents like Claude Cowork replacing human workers, the "Seat Model" of software revenue is collapsing, leading to massive layoffs at giants like Amazon.
Listen now to understand why safe investments might be the most dangerous assets you own.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.