Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

(0:00) Besties intros: Brad Gerstner joins the show
(3:16) Epstein Files
(15:45) SaaS stocks crash out
(35:11) Moltbook panic
(47:37) Trump selects Kevin Warsh as new Fed Chair, replacing Jerome Powell
(1:00:50) SpaceX and xAI merge
(1:10:45) Brad's major win with Trump Accounts
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Referenced in the show:
nytimes.com/2026/02/05/business/epstein-invest…
miamiherald.com/news/local/article214210674.html
nypost.com/2026/01/31/us-news/linkedin-founder…
freebeacon.com/democrats/skype-sushi-and-a-pho…
nypost.com/2026/02/02/business/jeffrey-epstein…
x.com/stockpickerspb/status/2009363916573290715
moltbook.com
x.com/galnagli/status/2017573842051334286
x.com/balajis/status/1937517664907460980
reuters.com/world/india/gold-rises-over-1-geop…
x.com/truflation/status/2019409671212396815
challengergray.com/blog/challenger-report-janu…
reuters.com/business/world-at-work/ups-amazon-…
cnbc.com/2026/02/03/musk-xai-spacex-biggest-me…
polymarket.com/event/spacex-ipo-closing-market…