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- Congrats to the New York Knicks! [0:25]
- Introducing the only newsletter you’ll ever need: Curzio Alpha [8:55]
- SpaceX’s move to buy Cursor is brilliant [19:46]
- Will crashing oil prices lead to lower inflation? [28:29]
- Get your popcorn ready for Kevin Warsh’s first Fed meeting [30:14]
- AI capex is unlike anything we’ve ever seen [47:58]
















