Martin Shkreli Breaks Down the Collapse of Situational Awareness

Episode notes

This is our full interview with Martin Shkreli. We discussed the collapse of Leopold Aschenbrenner's AI-focused hedge fund, why leverage turns market corrections into disasters, how Wall Street unwinds massive positions, why AI infrastructure stocks sold off despite record AI demand, whether the AI trade has further to fall, and much more. TBPN is made possible by: Ramp - Public - Cisco - Console - CrowdStrike - Figma - MongoDB - NYSE - Railway - Shopify - Codex -

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