Why Gold is Breaking Out

The AI boom might just be money moving in a circle. Jackson Mikalic, Michael Tanguma, and Brian Cubellis put four stories on the shot clock. They break down Ed Zitron's circular-revenue thesis (an estimated 70% of Amazon, Microsoft, and Google AI revenue comes from OpenAI and Anthropic), gold breaking out roughly $200 after Warsh's dovish Fed, the national debt climbing $450 billion since July 1, and an estimated $30 million stolen in violent crypto attacks in 2026. Liam is out this week. Where's the signal, and where's the noise?

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🎙️ About The Show

Signal vs Noise: a twice weekly show unpacking the five biggest stories across capital markets, technology, and people, with five minutes on the clock for each.

🧠 Chapters

01:15 - Topic 1 - The Warsh Fed and the Inflation Reset

07:39 - Topic 2 - Gold Breaks Out as the Fed Feeds It

13:52 - Topic 3 - The AI Revenue Circle (Ed Zitron)

19:36 - Topic 4 - Violent Crypto Attacks Hit $30M in 2026

25:35 - Lightning Round and Parting Thoughts

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