4.8 • 764 Ratings
🗓️ 5 February 2025
⏱️ 112 minutes
🧾️ Download transcript
Marty sits down with Dave Collum to discuss DeepSeek, Club of Rome, Trump's first executive orders, and more.
Dave on Twitter: https://x.com/DavidBCollum
0:00 - Intro 0:36 - DeepSeek and Nvidia 5:05 - Club of Rome and pedo blackmail 12:53 - Fold & Bitkey 14:48 - Election theatrics 21:38 - Fauci 26:03 - Unchained 27:03 - Trump's impact on science 32:00 - Jabs from Polio to Pfizer 44:28- MRNA has no quality control 48:35 - Clearing out FEMA 54:35- The atmosphere has changed 58:38- Vance and big tech 1:03:47 - Did DeepSeek pop the bubble? 1:10:17 - Bessent's reset 1:14:08 - Ozempic 1:19:04 - EOs and Chevron Deference 1:27:04 - Thiel and Chokepoint 2.0 (Dave gets coffee) 1:30:57 - Ukraine and the London bankers 1:34:57- Revised history of WWII - Stalin won 1:41:12 - FDR 1:44:57 - Various controversial women 1:50:37 - Wrapup
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Click on a timestamp to play from that location
0:00.0 | You've had a dynamic where money has become freer than free. |
0:10.0 | If you talk about a Fed just gone nuts, all the central banks going nuts. |
0:16.0 | So it's all acting like safe haven. |
0:18.0 | I believe that in a world where central bankers are tripping over |
0:22.2 | themselves to devalue their currency, Bitcoin wins. In the world of fiat currencies, Bitcoin is the |
0:28.1 | victor. I mean, that's part of the bold case for Bitcoin. If you're not paying attention, |
0:33.4 | you probably should be. No, it's good that we're starting on Stock Talk because that's what I wanted to open up with. |
0:41.3 | I don't know if you remember this, but the last time you were on this show, you called Navidia a fraud. |
0:48.0 | And that may be, there's some questions about what's going on there this week. |
0:52.0 | Well, so it turns out this deep deep seek, right? |
0:58.7 | Which Fleckensai calls Deep Six. |
1:02.8 | I had gotten wind of it back in November. |
1:07.7 | And so the Deep Six, and I tried to go through my notes to figure out, and I think what I thought was that China had a better chip. |
1:15.8 | But in my understanding of Deep Six is that they've got a better algorithm that makes the chips irrelevant. |
1:21.7 | Is that, have I read that right? |
1:23.6 | That's what's being marketed. |
1:25.6 | So they launched a couple of open source models last week, and they're multimodal. |
1:33.1 | So they're a bit more modular than what you're seeing with like OpenAI and others. |
1:37.3 | They're open source, which is very important. |
1:39.6 | And they're marketing that it took them $5.6 million to train the model, which one would assume due to |
1:47.1 | the sanctions. Five by six, how much? Million dollars. Oh, that's a nothing burger. Okay. Yeah. So that's |
1:55.5 | been the shock wave sent across the bow of the and you know where it showed up in funny places. So what was funny is it didn't seem to pound bow of the Western. And you know where it showed up in funny places. |
... |
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