Bullish and Beyond 65 - First Principles, Investing in AI & Space, Quantum & Crypto Tokenization

Bullish and Beyond 65 - First Principles, Investing in AI & Space, Quantum & Crypto Tokenization

In this episode of Bullish and Beyond, the host explores the future of technology and investing through the lens of first principles thinking. They break down why this approach is so powerful for cutting through hype and finding real innovation in areas like AI, blockchain, and quantum computing. The conversation covers timely investment themes including SpaceX’s valuation and potential IPO, the growing impact of tokenization through the DTCC, and opportunities in layer-one cryptocurrencies like Stellar Lumens. They also discuss how AI tools are changing the way investors evaluate opportunities, Robinhood’s evolving role in crypto, and the long-term potential of peer-to-peer financial systems. Throughout the episode, there’s a strong emphasis on staying grounded while thinking big — from Elon Musk’s ventures and Apple’s AI integration to the transformative possibilities of quantum computing. Whether you’re interested in traditional markets, crypto, or frontier tech, this episode delivers thoughtful insights on positioning yourself for the next wave of innovation. Subscribe now to catch more forward-looking discussions on technology, investing, and the future of wealth building! Interested to learn more or want to reach out?  Check out our website https://bullishandbeyond.com [https://bullishandbeyond.com] New?  Watch Episode 1!  https://www.youtube.com/watch?v=xsf6rHN_73A&t=120s [https://www.youtube.com/watch?v=xsf6rHN_73A&t=120s] Want to listen to more of our episodes? Spotify:  https://open.spotify.com/show/4cqfxMBb4nRGEwq32sGaot [https://open.spotify.com/show/4cqfxMBb4nRGEwq32sGaot] Apple Podcast: https://podcasts.apple.com/us/podcast/bullish-beyond/id1701641686 [https://podcasts.apple.com/us/podcast/bullish-beyond/id1701641686] OR watch more on our Youtube: https://www.youtube.com/@BullishandBeyond [https://www.youtube.com/@BullishandBeyond] Hosts:  JT Knows Things - linktr.ee/jtknowsthings [https://linktr.ee/jtknowsthings]  Brian “The Mac Man” Burke - https://www.linkedin.com/in/brianthemacman/ [https://www.linkedin.com/in/brianthemacman/] All content published by Bullish and Beyond, LLC reflects personal opinions only and is provided for informational purposes. Please conduct your own research and discuss with your accountant and/or financial advisor before making any financial decisions. The information ...

Bullish and Beyond 64 - MAJOR Macro Risks, Rocket Lab, Zcash, Housing Market & SpaceX

Brian and JT break down the current macroeconomic landscape and how geopolitical tensions continue creating both risks and opportunities across global markets. They analyze rising bond yields, oil price volatility, shifting consumer behavior, and what higher interest rates could mean for housing and the broader economy. The conversation then turns to high-conviction investment themes, particularly in space exploration. Rocket Lab stands out as a major opportunity, while they also explore the growing role of AI in space infrastructure and data centers. On the crypto side, they take a close look at privacy coins like Zcash and why privacy could become increasingly valuable in the future. This episode gives listeners clear, actionable insights on navigating today’s uncertain macro environment while positioning for long-term growth in space tech, AI, and selective crypto plays. Brian and JT emphasize staying informed, thinking several steps ahead, and focusing on quality opportunities even when headlines feel chaotic. Subscribe now for more in-depth macro analysis, investment strategies, and bullish opportunities every week! Interested to learn more or want to reach out?  Check out our website https://bullishandbeyond.com [https://bullishandbeyond.com] New?  Watch Episode 1!  https://www.youtube.com/watch?v=xsf6rHN_73A&t=120s [https://www.youtube.com/watch?v=xsf6rHN_73A&t=120s] Want to listen to more of our episodes? Spotify:  https://open.spotify.com/show/4cqfxMBb4nRGEwq32sGaot [https://open.spotify.com/show/4cqfxMBb4nRGEwq32sGaot] Apple Podcast: https://podcasts.apple.com/us/podcast/bullish-beyond/id1701641686 [https://podcasts.apple.com/us/podcast/bullish-beyond/id1701641686] OR watch more on our Youtube: https://www.youtube.com/@BullishandBeyond [https://www.youtube.com/@BullishandBeyond] Hosts:  JT Knows Things - linktr.ee/jtknowsthings [https://linktr.ee/jtknowsthings]  Brian “The Mac Man” Burke - https://www.linkedin.com/in/brianthemacman/ [https://www.linkedin.com/in/brianthemacman/] All content published by Bullish and Beyond, LLC reflects personal opinions only and is provided for informational purposes. Please conduct your own research and discuss with your accountant and/or financial advisor before making any financial decisions. The information ...

Bullish and Beyond #63 - Macro Chaos, Petrodollar & Crypto Outlook

Brian and JT break down the current macro environment and why things feel increasingly uncertain. With interest rates staying elevated and geopolitical tensions showing no signs of cooling off, markets are navigating a complex web of risks. The conversation digs into the future of the US dollar as the world’s reserve currency, the importance of the petrodollar system, and how moves by China, Russia, and OPEC could reshape global economics in the coming years.They also explore how these big-picture forces are affecting cryptocurrencies, including Bitcoin and Solana’s push into tokenized equities.Brian and JT share practical investment strategies for volatile times,  highlights Berkshire Hathaway’s massive cash position, and discusses where smart money might be looking next — from traditional markets to emerging opportunities in crypto and beyond. T-bills are rising which could mean some uncertainty.  Rocket Lab, the number 2 space company in the world has been on a tear! Elon Musk sues OpenAI which could affect many investments. Gold and silver get an honorable mention as traditional hedges during periods of global tension.This episode is a solid reminder that while headlines can feel chaotic, staying informed and thinking long-term remains one of the best edges investors have. Subscribe now to stay ahead on macro trends, geopolitics, and actionable investment ideas every week! Interested to learn more or want to reach out?  Check out our website https://bullishandbeyond.com [https://bullishandbeyond.com] New?  Watch Episode 1!  https://www.youtube.com/watch?v=xsf6rHN_73A&t=120s [https://www.youtube.com/watch?v=xsf6rHN_73A&t=120s] Want to listen to more of our episodes? Spotify:  https://open.spotify.com/show/4cqfxMBb4nRGEwq32sGaot [https://open.spotify.com/show/4cqfxMBb4nRGEwq32sGaot] Apple Podcast: https://podcasts.apple.com/us/podcast/bullish-beyond/id1701641686 [https://podcasts.apple.com/us/podcast/bullish-beyond/id1701641686] OR watch more on our Youtube: https://www.youtube.com/@BullishandBeyond [https://www.youtube.com/@BullishandBeyond] Hosts:  JT Knows Things - linktr.ee/jtknowsthings [https://linktr.ee/jtknowsthings]  Brian “The Mac Man” Burke - https://www.linkedin.com/in/brianthemacman/ [https://www.linkedin.com/in/brianthemacman/] All content published by Bullish and Beyond, LLC reflects personal opinions only and is provided for informational purposes. Please conduct your own research and discuss with your accountant and/or financial advisor before making any financial decisions. The information ...

Bullish and Beyond #62 - AI Technology Surges Rocket Lab, Apple and MORE!

Another episode riding the current wave of bullish momentum in both stocks and crypto. The conversation highlights explosive growth in AI, with special attention on Rocket Lab’s impressive run and Elon Musk’s latest strategic chess moves. They also break down why Claude AI feels like it’s pulling ahead of ChatGPT in real user experience.A big highlight is the launch of the new Crypto Fundamentals Academy, designed to help investors actually understand what they’re buying instead of chasing hype. The hosts also dive into Robinhood’s new Venture Investment Fund, which is opening doors for retail investors to get into private companies that used to be reserved for the ultra-wealthy. They discuss algo trading strategies, the frustrations of current trading regulations, and how access to high-quality investments is slowly becoming more democratic. Interested to learn more or want to reach out?  Check out our website https://bullishandbeyond.com [https://bullishandbeyond.com] New?  Watch Episode 1!  https://www.youtube.com/watch?v=xsf6rHN_73A&t=120s [https://www.youtube.com/watch?v=xsf6rHN_73A&t=120s] Want to listen to more of our episodes? Spotify:  https://open.spotify.com/show/4cqfxMBb4nRGEwq32sGaot [https://open.spotify.com/show/4cqfxMBb4nRGEwq32sGaot] Apple Podcast: https://podcasts.apple.com/us/podcast/bullish-beyond/id1701641686 [https://podcasts.apple.com/us/podcast/bullish-beyond/id1701641686] OR watch more on our Youtube: https://www.youtube.com/@BullishandBeyond [https://www.youtube.com/@BullishandBeyond] Hosts:  JT Knows Things - linktr.ee/jtknowsthings [https://linktr.ee/jtknowsthings]  Brian “The Mac Man” Burke - https://www.linkedin.com/in/brianthemacman/ [https://www.linkedin.com/in/brianthemacman/] All content published by Bullish and Beyond, LLC reflects personal opinions only and is provided for informational purposes. Please conduct your own research and discuss with your accountant and/or financial advisor before making any financial decisions. The information ...

Bullish and Beyond 61 - Inside Google AI: Gemini, TPUs & Space Future with Paul Jellison

Follow Paul - https://www.linkedin.com/in/pauljellison/ In this episode of Bullish and Beyond, Brian sits down with Paul Jellison from Google for a deep dive into the current state of AI. Paul shares valuable insights on Google’s leadership in frontier models like Gemini, the evolution of their custom TPU chips, and how the company is pushing the boundaries of what’s possible in artificial intelligence.They explore why AI adoption is still facing real hurdles in both enterprise and consumer spaces, and what it will take for widespread implementation. The conversation also gets fascinating when they discuss the future of space-based data centers as a solution to energy demands, along with AI’s broader impact on jobs, society, and the economy. Paul emphasizes using AI as a powerful “thought partner” and offers practical takeaways for investors looking to position themselves in the AI boom. Interested to learn more or want to reach out?  Check out our website https://bullishandbeyond.com [https://bullishandbeyond.com] New?  Watch Episode 1!  https://www.youtube.com/watch?v=xsf6rHN_73A&t=120s [https://www.youtube.com/watch?v=xsf6rHN_73A&t=120s] Want to listen to more of our episodes? Spotify:  https://open.spotify.com/show/4cqfxMBb4nRGEwq32sGaot [https://open.spotify.com/show/4cqfxMBb4nRGEwq32sGaot] Apple Podcast: https://podcasts.apple.com/us/podcast/bullish-beyond/id1701641686 [https://podcasts.apple.com/us/podcast/bullish-beyond/id1701641686] OR watch more on our Youtube: https://www.youtube.com/@BullishandBeyond [https://www.youtube.com/@BullishandBeyond] Hosts:  JT Knows Things - linktr.ee/jtknowsthings [https://linktr.ee/jtknowsthings]  Brian “The Mac Man” Burke - https://www.linkedin.com/in/brianthemacman/ [https://www.linkedin.com/in/brianthemacman/] All content published by Bullish and Beyond, LLC reflects personal opinions only and is provided for informational purposes. Please conduct your own research and discuss with your accountant and/or financial advisor before making any financial decisions. The information ...