Tesla’s new Roadster flipped through the air at last night’s reveal, but portfolio manager Adam Johnson says the real Tesla story is Optimus robots. The 8:30 hosts and Johnson debate Elon Musk’s timelines, robotaxi regulation and other long-dated bets like Joby Aviation and Aurora. Then: Fed Chair Kevin Warsh gives no guidance at the IMF, and the 10-year Treasury yield falls even after a hot PPI report. Have yields peaked? Johnson also weighs in on CoreWeave’s debt, and Reuters reports some investors see a $1.5 trillion Anthropic IPO instead of $2 trillion. Plus: what the 3.6% Social Security COLA for 2027 means for retirees and Medicare costs, Apple’s iPhone Duo selling out, Netflix’s new content chief and the new Elizabeth Holmes documentary.
Watch The 8:30 live weekdays 8:30-9:30am ET.
00:00 Intro: Adam Johnson joins
00:19 Tesla’s Roadster demo
01:08 The Rocket isn’t street legal
01:29 Three Roadster models
02:06 No price, production in 2028
02:44 The Optimus robot case
03:25 The Roadster as a halo car
04:43 Musk’s track record on big goals
05:29 Joby Aviation and flying taxis
07:07 Aurora’s driverless trucks
08:05 Regulation and robotaxis
09:09 Delivery robots on campus
10:38 Kevin Warsh at the IMF: No guidance
11:24 Goldman: The Fed is set to pause
11:48 Hot PPI, falling yields
12:38 Have yields peaked?
13:25 Dividend stocks vs. Treasuries
14:27 Can the Fed wait?
15:46 Would the Fed hike in October?
16:08 The Strait of Hormuz and inflation
17:04 Mortgage rates and holiday spending
17:58 CoreWeave and the neocloud debt question
19:23 CoreWeave insider selling
20:23 CoreWeave’s debt load
21:33 The Cheniere financing comparison
22:36 Software stocks and AI fears
30:00 Social Security COLA rises 3.6% for 2027
32:00 Medicare premiums and retirees
33:28 Planning for medical costs
35:00 How client portfolios are shifting
36:03 T-bills are back
36:29 Have yields peaked? An advisor’s view
37:05 Apple’s iPhone Duo sells out
38:49 Apple suppliers cut orders
39:46 Apple’s stock outperformance
41:26 Tim Cook’s legacy
42:49 Anthropic IPO valuation: $1.5 trillion?
43:49 Ramp data and slowing AI spending
44:38 ARR vs. GAAP numbers
45:27 Anthropic at 17 times sales
46:33 Anthropic’s prospectus numbers
47:08 Should Anthropic raise prices?
47:40 Midterms and stock market returns
49:23 Fourth-quarter seasonality
50:35 Netflix names a new content chief
51:59 Taylor Sheridan’s formula
53:18 The Elizabeth Holmes documentary
#Tesla #SocialSecurity #StockMarket
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