Eventual
Trump loses his situational awareness | Domer
Episode Summary
Alex Keeney and Domer break down a chaotic week across politics, crypto, and geopolitics, joined by trader Scott Alicious (David Bensousan) for a rapid-fire top-five trades segment, and Doug Campbell for a deep dive on Iran.
Episode Notes
Alex Keeney and Domer break down a chaotic week across politics, crypto, and geopolitics, joined by trader Scott Alicious (David Bensousan) for a rapid-fire top-five trades segment, and Doug Campbell for a deep dive on Iran.
Markets & topics discussed:
- (00:00) Cold open — Fed decision, Iran war, the Clarity Act, Todd Blanche's AG nomination, and Leopold Aschenbrenner's blown-out net worth
- (01:39) Fed September meeting odds — hold vs. 25bps hike, and the Citadel conspiracy theory behind the AI-stock selloff
- (03:20) Paramount–Warner Bros. Discovery merger victory lap
- (03:45) Leopold Aschenbrenner's situational-awareness fund getting wrecked
- (05:03) South Carolina Senate — Darlene Graham craters in the polls, Domer's No position pays off
- (06:19) The Iran war reignites — Washington Post reporting on U.S. weapons stockpiles, new disapproval polling, and pricing the invasion market
- (09:18) The Clarity Act — crypto's market-structure bill loses steam as ethics provisions collide with Trump's own crypto holdings
- (14:47) Todd Blanche's AG nomination stalls in the Senate over Cornyn and Tillis; the case for buying Cornyn "yes" shares below market
- Scott Alicious's Top 5 Trades: Democrats to win the House; No on a U.S.–Iran nuclear deal; John James for Michigan governor; Netanyahu's staying power in Israel; Ossoff and Becerra as safe holds
- Doug Campbell on Iran — why the invasion market is a buy-sell-repeat trade, not a pure "no," the ambiguity over the Strait of Hormuz, and how this fight doubles as an early skirmish for the GOP's 2028 Rubio-vs-Vance lane
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