Dan Ives: Why You Can't Ignore the Anthropic IPO

Dan Ives: Why You Can't Ignore the Anthropic IPO

33 views · September 20th, 2026

Anthropic is heading for the public markets at a reported $2 trillion valuation, and Dan Ives says that even at that price, investors can't afford to look away. He explains why he sees it as a centerpiece of the AI revolution. He joins Evan at Future Proof to break down how he cuts through the AI noise, why the real value is shifting from the models to the data and infrastructure behind them, what the Anthropic IPO means for the broader market, and what still drives him after decades of covering tech. ▶ Follow Dan Ives: X: @DivesTech ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial Instagram: / wolffinancial_official This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

Dan Ives: We're Less Than 15% Through The AI Buildout

32 views · September 20th, 2026

Dan Ives puts the AI buildout at less than 15 percent complete, with trillions in capital still to be spent. Third inning, in his framing. That's why the white knuckle moments, circular financing worries, the SaaSpocalypse talk, don't move him much. He points to what he's seeing on the ground instead: data center construction in the US, chip demand across Asia, and the US ahead of China on tech for the first time in 30 years. Watch the full episode powered by WOLF Financial: https://youtu.be/ZkIi0BjFzXI?si=W3jvW9oXIwMaA7zY

Mark Newton: The Midterms Won't Move Markets Like You Think

9 views · September 19th, 2026

Mark Newton doesn't think the midterms will matter to markets the way people expect. The GOP's margin is thin enough that even a Democratic House in November wouldn't shift things dramatically, which leaves gridlock intact for the foreseeable future. What he's watching instead is the seasonal pattern: historically, weakness heading into the midterms has marked one of the better windows in the entire four year cycle. Watch the full episode powered by WOLF Financial: https://youtu.be/A2q6LJKQe5A?si=AP3CtdfWRETG8jIT

Dan Ives: Why the AI Slowdown Fears Are Wrong

7 views · September 17th, 2026

The headlines this weekend were all about an AI slowdown. Dan Ives isn't buying it. He argues we're barely getting started, only a fraction of the way through trillions in AI spending, and the fear is just noise. He joins Evan at Future Proof to explain why he thinks we're still in the "third inning" of the AI buildout, why the US is ahead of China in tech for the first time in 30 years, how he separates real threats from scary narratives, and his take on the coming Anthropic IPO. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow Dan Ives: X: @DivesTech ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial Instagram: https://www.instagram.com/wolffinancial_official/ This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. 00:00 Why we're only in the third inning of AI 01:30 The weekend AI safety scare, explained 03:00 Why slowing down means China wins 05:00 How to separate fiction from real threats 07:00 The CrowdStrike fear that never made sense 09:00 The Anthropic IPO and its $2 trillion valuation 12:00 Why the value is in data and infrastructure, not models 15:00 The new venture: Yorkville Ives Management 18:00 Why great CEOs (Karp, Huang, Nadella) matter most

The Fed Is About to Make a Mistake (ft. Mark Newton from Tom Lee's Fundstrat)

46 views · September 16th, 2026

The bond market is demanding a rate hike, and Mark Newton of Fundstrat thinks trying to hike our way out of supply-driven inflation would be a serious mistake. He explains what the Fed should do instead. He joins Evan at Future Proof to break down why he'd let the economy run hot, why he thinks this inflation is temporary and not demand-driven, why the current setup reminds him of the mid-1990s "golden age," and how he's positioning into the midterm elections, historically one of the best buying windows in the entire four-year cycle. ▶ Follow Mark Newton: X: @MarkNewtonCMT ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. 00:00 A resilient market despite every headline 02:00 Why exogenous fears don't move the market 04:00 The midterm election setup: buy the dips 06:00 Why he sees a mid-90s "golden age" 08:00 The Fed's tricky spot and the Kevin Warsh question 11:00 Why hiking into supply-driven inflation is a mistake 14:00 Why this inflation is transitory, not persistent 17:00 How the trading world is changing (AI and retail) 20:00 The one indicator he ranks number one (RSI, done right)

The Only Two Assets That Actually Beat Inflation (ft. Raoul Pal)

59 views · September 15th, 2026

Your savings lose value every year, and most assets barely keep up. Raoul Pal, macro veteran and co-founder of Real Vision, argues there are only two asset classes that actually pull ahead over time, and most people own neither. He joins Gav to break down the "debasement" of currency and why it quietly makes everyone poorer, which two asset classes he believes actually beat it, how AI and the "age of abundance" could reshape the economy, and what it all means for how you should think about money over the next decade. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow Raoul Pal: X: @RaoulGMI https://raoulpal.com/ Real Vision: realvision.com ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial IG: https://www.instagram.com/wolffinancial_official/ This content is for informational purposes only and does not constitute investment advice. The guest references his own book and products during the conversation. The views expressed are his own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Cryptocurrency is highly volatile. Past performance is not indicative of future results. 00:00 Intro 02:00 Why this is one of the most extraordinary moments in history 03:26 How AI reshapes the economy (and why he's not a doomer) 08:48 The age of abundance: why money may matter less 15:28 The business cycle and liquidity, explained 17:00 The debasement problem: why you can't get ahead 19:06 The only two assets that beat debasement 22:05 Bitcoin vs crypto vs gold vs real estate 27:45 AI agents and the coming machine economy 33:23 The one skill to master right now

How a Cash Crisis Turned Into a Bitcoin Empire (ft. Phong Le)

2 views · September 14th, 2026

In 2020, Strategy was a healthy billion-dollar software company with a problem: $600 million in cash that was quietly losing value as the Fed printed trillions. CEO Phong Le explains how solving that one problem turned the company into the largest corporate Bitcoin holder on the planet. He breaks down why they moved their treasury into Bitcoin to preserve value, the conviction behind the first move, how the market reacted, and how a defensive decision snowballed into one of the fastest-growing companies of the last six years. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow Strategy / Phong Le: X: @PhongLeUSA (Company: @Strategy) ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational and educational purposes only and is not investment advice. The guest is the CEO of Strategy (MSTR) and discusses the company and its Bitcoin-related securities; his views reflect his own interests and do not necessarily reflect those of WOLF Financial. Bitcoin and leveraged Bitcoin-linked securities are highly volatile and speculative, and you could lose your entire investment. Nothing here is a recommendation to buy or sell any asset or security. Past performance is not indicative of future results.

From $15M to $850M: The Trading System Behind It (ft. Ross Haber)

30 views · September 13th, 2026

Ross Haber helped grow a fund from $15 million to $850 million alongside legendary investor William O'Neill. He breaks down the system behind it, and the hard-won lessons that actually separate winning traders from everyone else. He joins Gav to walk through his approach on live charts: how he modernized the CAN SLIM method into his "launch pad" setup, why he stopped chasing breakouts and started buying earlier, why managing risk matters far more than picking the right stock, and how he reads the current market (including memory, semis, and where he sees leadership forming). Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow Ross Haber: X: @RossHaber Trader Lion: traderlion.com ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Any track records or results discussed are historical and are not indicative of future results. Investing involves risk, including the possible loss of principal. 00:00 Intro 00:36 From O'Neill broker to running an $850M fund 03:45 What he was buying in 1999 (and why 2026 feels like 1996) 08:13 The launch pad setup: modernizing CAN SLIM 11:52 Why he now buys earlier instead of chasing breakouts 16:22 Why picking stocks is the easy part 17:16 The real reason 90% of traders lose 20:00 Reading the charts: memory, semis, and late-stage bases 28:15 His read on the current market

Phong Le: We Hold 4% Of The Bitcoin In The World

3 views · September 11th, 2026

Phong Le describes the weight that comes with the position his company occupies, roughly $66 billion in capital and, by his account, four percent of all Bitcoin. As Bitcoin becomes more systemically important, he argues, so does the company holding that much of it. That's the reasoning behind the openness: hundreds of millions of people are exposed to the securities, and many have put retirement money and net worth into them. In his view anyone taking that risk should get transparency into leadership and strategy in both good times and bad. Watch the full episode powered by WOLF Financial: https://youtu.be/UEIZD7_JWG8?si=7UD9vkIqP5D9BN8s

Strategy CEO: Inside the World's Biggest Bitcoin Bet (ft. Phong Le)

37 views · September 11th, 2026

Strategy has become the largest corporate holder of Bitcoin on the planet, holding roughly 4% of all the Bitcoin that will ever exist. CEO Phong Le explains the thinking behind the boldest treasury strategy in public markets. He joins the show to break down why he believes Bitcoin is a non-sovereign store of value, what it means to be "amplified Bitcoin," how he thinks about inflation and the debasement of the dollar, and the long-term vision for giving more people access to Bitcoin through the public markets. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational and educational purposes only and is not investment advice. The guest is the CEO of Strategy (MSTR) and discusses the company and its Bitcoin-related securities; his views reflect his own interests and do not necessarily reflect those of WOLF Financial. Bitcoin and leveraged Bitcoin-linked securities are highly volatile and speculative, and you could lose your entire investment. Nothing here is a recommendation to buy or sell any asset or security. Past performance is not indicative of future results. 00:00 Intro: the world's largest corporate Bitcoin holder 01:30 What "amplified Bitcoin" actually means 02:52 Why Bitcoin as a non-sovereign store of value 05:22 The burrito test: understanding real inflation 07:18 Lessons from Argentina and Vietnam 10:00 How Strategy gives access to Bitcoin through markets 14:00 The long-term vision 20:00 Volatility, conviction, and the road ahead

Brian Feroldi: Why Big Stocks Are More Likely to 10x Than Small Ones

32 views · September 8th, 2026

Every investor is taught that small stocks have more room to run. Brian Feroldi came across data that flipped that belief on its head, and it changed how he invests. He joins Gav to break down the study that "broke his brain" (why a $100 billion company is far more likely to become a trillion-dollar company than a small cap is to 10x), what it means for how you build a portfolio, and the counterintuitive rule he follows when trimming: cull your losers, feed your winners. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow Brian Feroldi: X: https://x.com/BrianFeroldi YouTube: @BrianFeroldi ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

The IT Guy Said No And It Made Him A Fortune

52 views · September 7th, 2026

In 2006 Gary Vaughan of Daily Stock Picks asked his new employer's IT department for an iPhone and got turned down. Then he asked a follow up question: how many new hires had asked for the same thing. The answer was every single one of them, all 40 that day. He took his $10,000 signing bonus and bought Apple stock instead of waiting for the company to catch up. He still holds it. Watch the full episode powered by WOLF Financial: https://youtu.be/4DkGmI98MI4?si=18koQ7cvBK2sGv1s This content is for informational and entertainment purposes only and is not investment advice. Nothing presented constitutes a recommendation to buy or sell any security. Always do your own research.

Why the Smartest Founders Are Moving Into Robotics (ft. Robinhood Ventures Fund)

36 views · September 7th, 2026

The best early-stage founders are shifting from software to the physical world, and robotics is where a growing share of them are heading. The team behind Robinhood Ventures Fund II explains why the next frontier is moving AI off the screen and into the real world. Sarah Pinto and Rich Aberman join Gav to talk through the themes they're most excited about in early-stage investing, why robotics (both humanoid and application-specific) may be the next big leap, how AI is reshaping healthcare, and why they encourage investors to actually research the companies behind the fund. ▶ Follow Robinhood Ventures: X: @RobinhoodApp robinhood.com/ventures ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and is not investment advice. The guests are affiliated with Robinhood and the fund discussed. Investing in early-stage and private companies is highly speculative and illiquid; most early-stage companies fail, and you could lose your entire investment. Closed-end funds may trade at a premium or discount to net asset value. Read the prospectus before investing. Past performance is not indicative of future results.

The Signing Bonus That Became a Fortune (ft. Gary Vaughan, Daily Stock Picks)

5 views · September 5th, 2026

In 2006, Gary Vaughan noticed something simple at his new job: every single new hire wanted an iPhone. So he took his $10,000 signing bonus, put it all into Apple, and never sold. Today that position is worth millions. He joins Gav to break down the buy-and-hold philosophy behind it, why compounding beats constant trading, how he thinks about trimming winners versus letting them ride, and where he still sees long-term opportunity across the Mag 7, AMD, and memory. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow Gary Vaughan / Daily Stock Picks: X: @dailystockpick3 ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and does not constitute investment advice. Any results discussed reflect the guest's own historical experience and are not typical, not guaranteed, and not indicative of future results. The views expressed are the guest's own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal.

Eric Trump: The Hard Asset Guy Who Ended Up In Bitcoin

40 views · September 4th, 2026

Eric Trump spent his career in steel, drywall and concrete, the kind of assets you can walk through and touch, and says he never expected to end up advocating for something most people file as intangible. What changed it was seeing the physical side of mining up close through American Bitcoin, the 90,000 servers, the energy running through them, the real cost of securing the network. He now calls Bitcoin a compliment to hard physical assets rather than a departure from them. Watch the full episode powered by WOLF Financial: https://youtu.be/HK-rKM2NiZk This content is for informational and entertainment purposes only and is not investment advice. Nothing presented constitutes a recommendation to buy or sell any security. Always do your own research.

How He Turned $10K Into Millions in the Stock Market (ft. Gary Vaughan, Daily Stock Picks)

23 views · September 3rd, 2026

In 2006, Gary Vaughan put a $10,000 signing bonus into a single stock and never sold. Today that position is worth millions. He shares the simple decision behind it and the buy-and-hold philosophy that built his wealth. He joins Gav to explain why patience and compounding beat constant trading, the Apple bet that started before he even understood investing, the mistakes he regrets most (trimming winners, trading in and out of Google), and how he thinks about risk at 56 versus what he'd tell someone in their 20s. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow Daily Stock Picks: X: @dailystockpick3 YT: https://www.youtube.com/@UCTunv_39Cff5FIGVGI3eqbw ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Any results or performance discussed are the guest's own historical experience and are not indicative of future results. Investing involves risk, including the possible loss of principal. 00:00 Intro 02:05 Why he trades far less than people think 03:00 The regret trades: trimming Apple, trading Google, missing Tesla 06:44 Why "buy and hold" beats chasing 07:50 The $10,000 Apple bet that became millions 12:09 The other long-term holds he believes in 16:00 Following Jensen's cue into memory (and the Micron call) 20:28 Rinse and repeat: finding a strategy that works 29:50 Why time and compounding are your best friend