The inflation print was ugly, rates are backing up, oil’s near $100, and the S&P still refuses to roll over, so Mike Novogratz (@novogratz) and I dig into whether this market is bulletproof or just one bad headline from its first real correction. We also get into the Fed’s next hike, what an AI catastrophe would do to the NASDAQ, where Bitcoin goes from here, and why Texas Republicans are calling the Talarico race existential. All this and more on this week's episode of All Things Markets (@AllThingsMkts) presented by @SALTConference Watch/Listen on X, YouTube, and Spotify. Timestamps 0:00 Mooch and Novo are back! 0:55 Inflation surges: Will the Fed raise interest rates again? 3:04 Paul Tudor Jones is betting against stocks 4:02 Meta's new AI and the future of AI assistants 6:12 Could an AI catastrophe crash the Nasdaq 30%? 8:24 America's growing wealth inequality 11:23 Bitcoin, crypto and the future of tokenization post CLARITY 15:41 Could an AI data center slowdown trigger a recession? 17:03 Why the Iran war could be Trump's biggest political mistake 19:15 Is the stock market heading for a major correction? 23:11 Bullish or Bearish: Stocks, Texas Tech, James Talarico, and the NY Knicks 27:05 What made you smile this week?