The Real Reason AI Tokens Are So Cheap (ft. Palantir's Chad Wahlquist)

The Real Reason AI Tokens Are So Cheap (ft. Palantir's Chad Wahlquist)

53 views · September 23rd, 2026

When you use an AI model, who really owns the data you feed it? Chad Wahlquist, an engineer at Palantir, argues that most companies are quietly giving away their most valuable asset and may even be training their own competition. He joins Evan to break down the real reason AI tokens are so cheap, what "data sovereignty" actually means, why some companies are pulling their data back on-prem, the liability questions nobody has answered yet, and how Palantir's whole approach to selling software is built differently from the rest of the industry. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow Chad Wahlquist: X: https://x.com/chadwahl ▶ 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 Intro: Chad's path from Tyson Foods to Palantir 04:00 Why Palantir is engineering-first with almost no salespeople 07:00 The boot camps: building live on your data in days 11:00 Why Palantir has no price list (and takes on the risk) 15:00 AIPCon and the customer network effect 19:00 The sovereignty question: who owns your data? 22:00 The real reason AI tokens are so cheap 26:00 Structural vs contractual sovereignty 29:00 Why companies are buying defunct firms for their data 32:00 A message for retail investors

Mark Newton: Best Profit Growth In 30 Years And Nobody's Talking About It

1 views · September 23rd, 2026

Mark Newton thinks most people are fixated on exogenous factors that have little bearing on where the market actually goes. Underneath the noise, profit growth is the best it's been in roughly 30 years, the economy is still clicking, and the earnings picture is holding up. He also isn't seeing the AI spending slowdown people keep warning about, at least not yet. Third quarter earnings in mid October are the next real gauge. Watch the full episode powered by WOLF Financial: https://youtu.be/A2q6LJKQe5A?si=AP3CtdfWRETG8jIT

Why He's Still Buying Every Dip (ft. Mark Newton from Tom Lee's Fundstrat)

144 views · September 22nd, 2026

While everyone fixates on the scary headlines, Mark Newton of Fundstrat sees something else: a mid-1990s style "golden age" for stocks. He explains why he's still buying the dips. He joins Evan at Future Proof to break down why he thinks this bull market has room to run, his honest take on the AI slowdown fears, why he's buying weakness into the midterm elections, and how he actually reads the market using the indicators that matter most. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow Mark Newton: X: @MarkNewtonCMT Fundstrat: fundstrat.com ▶ 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.

Dan Ives: We Slow Down, China Wins

6 views · September 22nd, 2026

Dan Ives doesn't think the AI slowdown conversation reflects what's actually happening. China isn't slowing down, the US isn't slowing down, and in his read the politicization cuts one way: slow down and China wins. He's also skeptical of where some of the calls are coming from, pointing at Anthropic and describing a get to the top floor and pull the ladder up dynamic he calls regulatory capture. Meanwhile Zuckerberg is moving to narrow the gap, and Ives doesn't think Meta's stock reaction was a coincidence. Watch the full episode powered by WOLF Financial: https://youtu.be/ZkIi0BjFzXI?si=W3jvW9oXIwMaA7zY

Mark Newton: Hiking Our Way Out Of This Would Be Irresponsible

1 views · September 21st, 2026

Fundstrats Mark Newton reads the consumer stocks as a warning the headlines are missing. Cruise liners, booking agencies, casinos, most of consumer discretionary has gone nowhere all year despite what spending data suggests. Against that backdrop, and a debt load he calls tremendous, he sees hiking into a fragile economy as the wrong move. His case rests on where the inflation is coming from: crude is up on supply, not demand, and he expects it to fall once the strait situation resolves. At 2.5 to 3 percent, he doesn't see the justification for hiking substantially. Watch the full episode powered by WOLF Financial: https://youtu.be/A2q6LJKQe5A?si=AP3CtdfWRETG8jIT

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.