🚨 Pod up: The fifth bestie returns @altcap Welcome back Brad Gerstner! -- Trump Brokers Gaza Peace Deal -- National Guard in Chicago -- OpenAI-AMD deal -- AI Roundtripping and the Bubble Myth -- Gold Rally -- Polymarket $2B investment, future of prediction markets (0:00) Bestie intros: Welcome back Brad Gerstner! (2:48) Israel-Hamas ceasefire, how Trump and his team got the deal done (13:27) National Guard sent to Chicago to protect ICE Agents (44:02) OpenAI's deal with AMD, state of the "AI Bubble" (1:05:45) Circular AI deals: cause for concern or no big deal? (1:15:00) What's behind the Gold rally? (1:20:38) Polymarket receives $2B investment from NYSE owner ICE, future of prediction markets