Moez Kassam is the co-founder and CEO of Anson Funds, one of Canada’s top-performing hedge funds. In this conversation, we break down how he trades hype and momentum, why he went from bitcoin deals to bitcoin believer, and the lessons from putting $1 billion into bitcoin treasury companies. We also discuss the AI trade, Korea’s memory boom, long activism, prediction markets, and SPACs.

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• 0:00 - Intro
• 1:11 - Chasing hype, momentum & dealmaking
• 6:34 - Bitcoin: from deals to believer
• 9:02 - Bitcoin treasury companies & Strive’s preferred
• 15:40 - AI hype & sky-high valuations
• 17:53 - Private AI deals, tokenized stocks & 24/7 trading
• 21:23 - Trading against ChatGPT
• 24:50 - Finding your edge (SpaceX vs small caps)
• 28:46 - Korea, memory stocks & record put buying
• 34:27 - Short selling vs long activism
• 42:35 - Why Moderna could fall
• 45:16 - Prediction markets & social media sentiment
• 51:44 - Space & SPACs
• 54:56 - Canada, trade wars & funding Olympians

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down why hedge funds are blowing up, the lessons from LTCM, and how tokenization could reshape the entire industry. We also discuss why bitcoin is holding strong, why CPI doesn’t matter anymore, whether Anthropic’s growth is slowing, and Elon’s flying car.

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Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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• 0:00 - Intro
• 1:12 - What LTCM teaches us about today’s market
• 14:10 - Tokenization & the death of hedge funds
• 17:40 - Why bitcoin is holding strong
• 23:33 - AI is offense, bitcoin is defense
• 26:47 - When bitcoin’s next rally happens
• 29:38 - Why CPI doesn’t matter anymore
• 35:59 - Debate: is Anthropic’s growth slowing?
• 54:02 - Elon’s flying car & a Tesla SpaceX merger
• 57:26 - AI capital needs & market liquidity

Eric Jackson is the founder of EMJ Capital and the investor behind the high-profile Carvana and Opendoor calls. This was recorded live at the Silvia Investor Summit in New York. In this conversation, we break down the rise of the retail investor, how he uses AI in his research, and what he saw inside Hut 8’s massive AI data center campus. We also discuss his AI-powered bitcoin model, when to sell, and using AI to beat prediction markets.

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Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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• 0:00 - Intro
• 0:25 - Why public companies now care about retail investors
• 3:55 - How Eric uses AI for investment research
• 6:21 - Inside Hut 8’s massive AI data center build
• 15:57 - Building conviction on misunderstood stocks
• 18:10 - Eric’s daily routine & the Drake videos
• 21:48 - Portfolio construction, small caps & crypto
• 24:18 - How to know when to sell
• 25:35 - AI bitcoin model: bull, or bear market?
• 28:31 - Beating prediction markets with AI