The conversation begins with an analysis of the recently released Epstein Files, focusing on their political implications, Epstein’s mysterious wealth, and possible intelligence connections. The panel then shifts to Tether’s rapidly growing stablecoin business, exploring its economic model, regulatory challenges, and competitive landscape. They debate Michael Burry’s bearish stance on Nvidia and Palantir, arguing that AI infrastructure justifies current valuations despite hardware depreciation concerns. Google’s advancements with Gemini 3 and specialized TPUs are highlighted as emerging threats to NVIDIA’s dominance. David Friedberg shares his personal journey returning to CEO leadership after past failures, driven by a renewed sense of purpose. Finally, poker pro Alan Keating joins to discuss risk psychology, emphasizing intuition, emotional control, and the strategic value of seeking advice under pressure—paralleling high-stakes investing and decision-making in uncertain environments.