Topics & People

A specific feature of the SARS-CoV-2 virus that is cited as evidence for it being bioengineered, as it is not found in similar naturally occurring coronaviruses and makes the virus more transmissible in humans.

The overarching breakthrough technology driving the current market supercycle and reshaping industries.

A general cooling of the economy, characterized by lower GDP growth. This is presented as a potential reason for Salesforce's revenue miss and a broader headwind for the tech industry.

The loss of purchasing power of fiat currency driven by unmanageable debt growth and inflation.

Actions taken with the intent of affecting the outcome of an election. This was the alleged 'second crime' used to elevate the falsifying business records charge against Trump from a misdemeanor to a felony.

The Freedom of Information Act, a U.S. federal law that allows for the full or partial disclosure of previously unreleased information and documents controlled by the U.S. government. NIH officials are accused of developing strategies to evade FOIA requests.

The hypothesis that the COVID-19 virus originated from a laboratory, specifically the Wuhan Institute of Virology, rather than through natural zoonotic transmission. The podcast presents this theory as highly probable.

A potential cooling off in the Software-as-a-Service market, indicated by Salesforce's poor earnings report and weak guidance. This is attributed to macroeconomic factors and the disruptive impact of AI.

A potential downturn or 'reckoning' in the AI market, where high levels of investment and spending on AI technologies may not be met with corresponding revenue growth, leading to stock market punishment for tech companies.

A pre-programmed event in Bitcoin's code that occurs approximately every four years, where the reward for mining new blocks is cut in half. This reduces the supply of new bitcoins and is often associated with price increases.

An ongoing investigation by a House subcommittee into the origins of the COVID-19 pandemic, focusing on the NIH's funding of gain-of-function research in Wuhan.

The outcome of Donald Trump's trial in New York, where he was found guilty on all 34 felony charges of falsifying business records. The podcast provides immediate reactions and analysis of its political implications.