Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

The episode opens with introductory remarks and a sponsor acknowledgment. The conversation shifts to the release of Epstein files, exploring their connections, political implications, and financial origins. The discussion moves to Tether and stablecoins, analyzing potential legislative impacts. Brad Gerstner joins to discuss the AI bubble, Nvidia's performance, and Michael Burry's short bet. The episode examines Google's Gemini 3 and the competitive AI landscape, including OpenAI's trust challenges. Insights into investing, fund management, and Friedberg's CEO role follow. A poker segment features guest Alan Keating. The episode concludes with a Vegas wrap-up and a tease for exclusive content.