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Episode Summary Alex and Shimon dive into a wide-ranging discussion covering U.S. foreign policy, Iran, China, Taiwan, military power, historical governance systems, nominal GDP, investing, AI infrastructure, and the future of markets. The episode blends geopolitical analysis with macroeconomics and long-term technological optimism. Show Notes00:08 — Opening Remarks Alex and Shimon introduce the episode and discuss the rainy weather in Washington, D.C. before jumping directly into global geop...

Join hosts @ShimonLazarov and Alex @MrEBITDA on the Dollar Auction Show as they dive into the first week of the Iran war. From U.S. military successes and AI-driven missile tech to Trump's bold demands for unconditional surrender, geopolitical shifts involving China and Russia, and the potential for Middle East peace. They also discuss market volatility, oil spikes, Bitcoin opportunities, private credit risks, and the jobs report revisions. Is this the path to lasting peace or escalating glob...

In this episode of the Dollar Auction Show, Shimon and Alex tackle the growing "Technology Doomer" narrative. While Shimon argues that massive productivity gains from AI physically cannot result in a worse economy, Alex warns of a 2-3 year "pain gap" where government paralysis leads to a 2008-style market collapse. They also break down: The AI Displacement Model: Comparing AI agents to "digital immigrants" and the Saudi/UAE economic model. Duration Risk: Why Wall Street is confused and why...

In this Bear Market Edition of the Dollar Auction Show, Shimon Lazarov and Alex (@MrEBITDA) dive deep into the current crypto winter sentiment after meeting Wall Street and hedge fund pros. Shimon presents a compelling chart overlay showing Bitcoin behaving like ~1.2–1.3× leveraged Nasdaq (QLD) since 2018 — outperforming in bulls, underperforming in bears, and currently detached to the downside. He argues tech (and therefore Bitcoin) won't see a 2022-style multi-year breakdown thanks to the ...

In this "Special World Economic Forum Edition" of the Dollar Auction Show, Alex and Shimon take a deep dive into the seismic shifts currently reshaping the global order. We move beyond the headlines to analyze how the "Western global elite" at Davos are losing their grip on power as a new era of geopolitics emerges. This episode explores the "Trump Doctrine"—a radical departure from traditional U.S. foreign policy. Instead of endless regime changes and "forever wars," we discuss a strategy f...

Join hosts Shimon Lazarov and Alex Chizhik (@MrEBITDA) for a no-holds-barred dive into the world's hottest topics! From the media blackout in Iran's potential revolution to Trump's geopolitical chess moves, Bitcoin's volatile flatline, and the explosive productivity gains from AI— this episode unpacks it all with sharp analysis, humor, and unfiltered insights. In this episode: Bitcoin's "boring" year: Flat gains, underperforming bonds, but packed with volatility and alpha tips.Iran's crisis: ...

In this episode of The Dollar Auction Show, Shimon and Alex talk through why Bitcoin is lagging despite risk assets ripping, and then pivot hard into geopolitics: Iran’s internal unrest, Venezuela’s Maduro capture, and what these events signal about deterrence, U.S. power projection, and the media ecosystem. They explore a “power law” framing for Bitcoin’s long-term adoption, argue mainstream media has become incentive-driven content creation, and debate realpolitik vs “procedure-first” fore...

After an eight-month hiatus, Shimon and Alex return to The Dollar Auction Show with their sharpest, most wide-ranging conversation yet. What begins as a simple question—“Why is the Bitcoin sentiment so bearish when the price is doing fine?”—unfolds into a two-hour exploration of markets, psychology, technology, geopolitics, AI, and humanity’s future. Together they dive deep into: Why Bitcoin volatility is shrinking—and why that’s actually bullish The role of institutions, ETFs, and politi...

Summary In this episode, Alex and Shimon discuss Bitcoin's power law and its implications for the future of the cryptocurrency. They explain the concept of power law and how it differs from previous models of Bitcoin's price. They also draw parallels between power law in nature and Bitcoin's price corridor. The hosts highlight the significance of the power law model and its rigorous analysis compared to previous models. They conclude by exploring the potential of AI and robotics, showcasing ...