How the Snake Dies: ICE, AMD, ARKK

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Previously titled “How the Snakes Dies: ICE, AMD, ARKK” — renamed by the publisher on Aug 14, 2026

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Recorded10 Oct 2025

Publisheromnycontent.com ↗

Handlerec:2024797

Show notes

Katie and Matt discuss finance book parties, the ICE/Polymarket deal, understanding and pricing the future, the Grossman-Stiglitz paradox, prediction-market spillovers, sports quants, tokenization, the OpenAI/AMD deal, discounting the AI future, AI pricing power, Cathie Wood’s emotional maturity, the ETF ecosystem and the Midnight Madness puzzle hunt.See omnystudio.com/listener for privacy information.

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