Coffee and a Mike

Karl Denninger, author and founder of market-ticker.org, offers sharp market and policy commentary. He tackles political violence and state hypocrisy. He deconstructs government-created cartels in education and healthcare. He warns about Iran-related energy fallout, LNG export effects on household bills, food and fertilizer risks, and looming fiscal and market instability.

Craig Tindale, a private investor and writer on strategic materials and supply chains, discusses material scarcity and geopolitical supply risks. He explains China's control of refining, mining bottlenecks, and why AI and green tech face physical limits. He warns about food and munitions shortages, argues for reshoring and practical resilience, and highlights emerging mining and geothermal breakthroughs.

Auron MacIntyre, columnist and host at The Blaze known for political and geopolitical commentary. He discusses recent developments around the Southern Poverty Law Center, assaults on journalists and weak local prosecutions. He weighs the Middle East trajectory and Iran’s role, explains why he limits daily war coverage, and urges local organization and regional governance as responses to rising political violence.

Dario Catodici, co-founder of Synnax and macro analyst known as JustDario, offers a big-picture market take. He discusses how the Iran conflict is reshaping oil markets and how SPR releases mask true price signals. He links UAE liquidity strains to precious metals moves and explores why lingering disruptions could escalate and strain global liquidity.

Aaron Day, a Brownstone Institute fellow and chair of the Daylight Freedom Foundation, explores technocracy, surveillance, and data-center power. He discusses Elon Musk, Palantir, Peter Thiel’s political influence, AI-driven reconstruction plans, tokenization risks, and practical steps to build parallel systems. Short, urgent, and wide-ranging conversations about power, policy, and the infrastructure enabling centralized control.

Matt Bracken, former Navy SEAL, author and historian focused on strategy and preparedness; Michael Yon, war correspondent, author and frontline photographer. They discuss global choke points and why canals, straits and refineries matter. They explore energy-driven supply shocks, the concept of a gigafamine, and how mechanized agriculture and supply chains can collapse quickly.

Professor Steve Keen, economist who predicted the 2008 crash, discusses China’s rapid infrastructure-led innovation and how state policy enabled private growth. He analyzes global risks from Middle East conflict, supply-chain and fertilizer shortages, and critiques US geopolitical tactics. Keen also frames AI as a Schumpeterian bubble with lasting tech despite a looming crash.

Paul Craig Roberts, economist and former Assistant Secretary of the Treasury, offers geopolitical and fiscal analysis. Gary Heavin, entrepreneur and philanthropist, brings business perspective and personal anecdotes. They discuss the Strait of Hormuz, Iran’s leverage and regional ceasefire dynamics. They also cover risks to Gulf infrastructure, possible shifts in Israeli politics, and media tactics around high-profile accusations.

Matt Smith, entrepreneur and co-author of The Preparation, known for geopolitical commentary; Alex Krainer, former hedge fund manager and precious metals analyst. They debate narrative control versus real-world cause and effect. They dissect the Strait of Hormuz fallout, weaponized narratives since COVID, corruption and organized crime, risks to global markets, and practical steps for resilience and local self-reliance.

Nicholas Irving, former U.S. Army Ranger and sniper turned author and commentator. He tackles the war in Iran, why conflicts linger, and how propaganda—like crude AI Lego videos—spreads. He describes the horrors of urban warfare, sniper tradecraft, drone-era tactics, and debates political violence and recruiting concerns. Short, sharp, and candid conversation on modern conflict and media.