The Higher Standard

Alex Karp went on CNBC to talk about Palantir’s new Nvidia initiative, but what came out was much bigger than a partnership announcement. In this episode, Chris and Saied break down what Palantir actually does, why Gotham, Foundry, Apollo, and AIP matter, and why Karp believes the next phase of AI is not consumer chatbots — it is controlled, sovereign, mission-critical AI inside governments, militaries, banks, hospitals, factories, and critical infrastructure. The conversation becomes a larger debate over whether AI labs like OpenAI and Anthropic have oversold the dream, whether enterprises are wasting money on token economics, and whether corporate America fears its proprietary data, IP, and “alpha” are being absorbed by model providers. This is not just a Palantir episode. It is a conversation about who controls the future of AI: private labs, public governments, or the companies building the operating layer between them.
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🔗 Resources:
What does Palantir do? (Yahoo! Finance)
Alex Karp (Wikipedia)
Palantir CEO Alex Karp on CNBC (Chris Naghibi via X)
⚠️ Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.

In this episode of The Higher Standard, Chris, Saied, and Rajeil break down how America’s housing affordability crisis got dragged into political theater. A bipartisan housing bill meant to address supply, zoning, institutional buyers, and long-term affordability suddenly became leverage in a fight over election legislation... but the real problem runs much deeper than Washington’s latest circus. Mortgage rates are still too high, home prices are still out of reach, wages have not kept up, and millions of Americans are being priced out before they ever get a chance to save for a down payment. The guys unpack why “more supply” alone will not fix housing, why lower rates may help buyers but protect current homeowners, and why the affordability crisis is becoming one of the biggest economic and political battles in America.
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This episode is proudly brought to you by Fridays.
Because real wealth starts with your health. If you want to feel sharper, stronger, and more in control, visit joinfridays.com and use code HIGHER for an exclusive discount.
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🔗 Resources:
President Trump: "I said I'm not signing the housing bill. I want to see what happens with SAVE." (CSPAN via X)
They…”want a lot of communists to come in.” (CBS News via X)
Democrats helped pass the biggest US housing package in over 30 years. (Senate Democrats via X)
Speaker Johns proposes forcing the Save America Act into reconciliation package (Eric Daugherty via X)
Senator Schumer on Trump cancelling housing bill (CSPAN via X)
⚠️ Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.

America doesn’t tax wealth. It taxes people who need paychecks. In this episode, we break down Ray Madoff’s The Second Estate and the playbook behind America’s new aristocracy: buy, borrow, die. Billionaires can borrow against appreciated stock, avoid selling assets, donate shares for tax benefits, use trusts to move wealth, and die with a stepped-up basis that can erase decades of capital gains. From Jeff Bezos and Elon Musk paying zero federal income tax in certain years, to Peter Thiel turning a $2,000 Roth IRA into a $5 billion tax-free account, this isn’t tax evasion. It’s the system working as designed. The deeper problem: untaxed dynastic wealth doesn’t just buy yachts. It buys media, think tanks, policy influence, and power.
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This episode is proudly brought to you by Fridays.
Because real wealth starts with your health. If you want to feel sharper, stronger, and more in control, visit joinfridays.com and use code HIGHER for an exclusive discount.
📩 NEWSLETTER: https://tr.ee/O6FWkv
👕 THS MERCH: http://www.thspod.com
🔗 Resources:
How billionaires have such a significantly lower tax rate (Ezra Klein via New York Times Opinion)
The tax avoidance playbook (Ray Madoff via Vox)
The Second Estate — Ray Madoff (Book) (University of Chicago Press)
⚠️ Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.

Inflation is back at 4.2%, the Fed is suddenly looking less “patient” and more “are we doing this again?," mortgage rates are flirting with the wrong side of uncomfortable, and the bond market is basically standing in the corner whispering, “I told you so.” In this episode, Chris, Saied and Rajeil break down the latest CPI print, why 7% mortgage rates may not be off the table, how today’s inflation setup is starting to rhyme a little too hard with the 1970s, and why the market is still partying like AI, SpaceX, and IPO hype can solve every macro problem. Spoiler: they cannot. Also, somehow, we get from Fed policy to stolen oil tankers, WWE nostalgia, ear holes, and anonymous bags of dicks. Welcome back to The Higher Standard.
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This episode is proudly brought to you by Fridays.
Because real wealth starts with your health. If you want to feel sharper, stronger, and more in control, visit joinfridays.com and use code HIGHER for an exclusive discount.
📩 NEWSLETTER: https://tr.ee/O6FWkv
👕 THS MERCH: http://www.thspod.com
🔗 Resources:
No reference material this week. We are slackers.... sorry, not sorry.
⚠️ Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.

The economy is not crashing. It is freezing. In this episode of The Higher Standard, Chris and Saied break down the Fed’s Beige Book, a bifurcated consumer, sticky inflation, margin-squeezed businesses, and a labor market that has become low-hire, low-fire. Then the conversation turns to the real insanity: Treasury buybacks, Bitcoin liquidations, Ethereum weakness, gold replacing U.S. Treasuries as the world’s top reserve asset, and SpaceX preparing for a historic IPO at a $1.77 trillion valuation. The question is simple: are we watching the next great technological leap forward, or the biggest liquidity-driven rug pull of all time?
💥 Have you left your "honest ⭐️⭐️⭐️⭐️⭐️" review?
This episode is proudly brought to you by Fridays.
Because real wealth starts with your health. If you want to feel sharper, stronger, and more in control, visit joinfridays.com and use code HIGHER for an exclusive discount.
📩 NEWSLETTER: https://tr.ee/O6FWkv
👕 THS MERCH: http://www.thspod.com
🔗 Resources:
The Beige Book: May 2026 (Federal Reserve)
FedWatch Tool (CME Group)
SpaceX targets $135 IPO price at valuation of $1.77 trillion (CNBC)
How SpaceX’s Dream of a Record Breaking IPO Stacks UP (Bloomberg)
Gold replaces US Treasuries as world’s top reserve asset, ECB says (Financial Times)
⚠️ Disclaimer: Please note that the content shared on this show is solely for entertainment purposes and should not be considered legal or investment advice or attributed to any company. The views and opinions expressed are personal and not reflective of any entity. We do not guarantee the accuracy or completeness of the information provided, and listeners are urged to seek professional advice before making any legal or financial decisions. By listening to The Higher Standard podcast you agree to these terms, and the show, its hosts and employees are not liable for any consequences arising from your use of the content.