Warren Buffett & Charlie Munger LIVE on TBPN ๐
Dressed in full prosthetics as Warren Buffett and Charlie Munger for Halloween, hosts John Coogan and Jordi Hays analyze market turmoil, including Binance's $6.3B hack, Intel's stock plunge, and Reddit's search traffic crash. They are joined by Darren Rovell to discuss sports and business memorabilia, Will Manidis to examine sovereign AI and the 'neo-dollar' thesis from his book Commanding Heights, and David Senra to reflect on Charlie Munger's principles on trust, business focus, and generational wealth.
- Alphabet suffered its worst trading day on record as public markets repriced the margin compression caused by answering search queries directly with artificial intelligence. Read โ
- Hackers stole $6.3 billion from Binance digital wallets after gaining access to a single engineer's laptop. Read โ
- Six months before his death, Charlie Munger told David Senra that he spoke to Warren Buffett "Never," because decades of daily phone calls had aligned their thinking completely. Read โ
- Exponential training costs mean only the United States and China can finance true frontier AI, turning labs into national defense assets sustained by government revenue. Read โ