Risk On

In this hybrid episode Andy first gives a run down of the recent move to leverage Erik Prince (founder of private military company Blackwater) to Haiti to quell gang violence, the University of Michigan Chinese Espionage case, in which two individuals smuggled an agricultural weapon into the US that could have devastated crops and livestock, and touches on the implications of Ukraines daring strike deep inside Russia.

In the second...

In this episode, Arbitrage Andy breaks down a packed week across markets, crypto, and geopolitics—starting with Nvidia’s knockout earnings, where revenue soared 69% YoY to $44.1B. Despite a $4.5B China-related export hit, margins stayed strong, guidance impressed, and investors sent NVDA higher in after-hours. Andy explains why this isn’t just good for Nvidia, but a potential catalyst for AMD, SMCI, and the broader AI ecosystem.

He ...

In this episode, Andy breaks down one of the most pivotal weeks in crypto and global markets this year. JPMorgan just settled tokenized treasuries on a public blockchain using Chainlink and Ondo, while Coinbase officially joins the S&P 500 — a major milestone for the industry. Andy unpacks what this means for tokenization, infrastructure plays, the coming bull market, and how institutional capital is changing the game.

Plus he c...

In this episode of Risk On, I sit down with Albert Castellana, CEO of GenLayer, to break down what the future of AI-powered systems actually looks like. We dive into how GenLayer is building the infrastructure for a world where AI agents don’t just support human workflows—they replace them, transacting, negotiating, and executing directly with each other on-chain.

Albert explains how GenLayer’s “intelligent contracts” expand on trad...

In this episode of Risk On, Arbitrage Andy sits down with Patrick Curtis, the founder of Wall Street Oasis — the internet's most iconic finance career platform. They trace Patrick’s journey from Investment Banking at Rothschild and then Private Equity to building a powerhouse community for millions of aspiring financiers. Patrick shares how WSO evolved from a niche forum to a full-scale prep ecosystem offering elite coaching, resum...

Arbitrage Andy discusses the recent murder of Austin Metcalf at a track meet in Texas and what it says about the state of US society. He covers similar events as well as the claim of self defense people are likening to the Kyle Rittenhouse case. Andy explores the growing role of politically charged violence in the US, demonstrated most recently in the molotov attack on Governor Josh Shapiro's home. He ends with an update on scr...

Andy sits down with Peter Tuchman, known as the Einstein of Wall Street and the New York Stock Exchange's Most Iconic Trader. With 40 years of experience at the NYSE Peter reflects on the craziest days in markets and lessons learned along the way including the crash of 1987. Peter walks listeners through the early days on the trading floor and the technological changes that have occurred in markets and exchanges. Andy and Peter...

Andy wraps up the week in this short episode covering major market news as well as the latest from the US Federal Reserve. He covers hedge fund performance in 2025 so far, the crime wave aimed towards Tesla Owners, and the recent defense contract given to Boeing for a sixth-generation replacement for the U.S. Air Force’s F-22 “Raptor” Stealth Fighter. Additionally Andy speaks on EDF's recent CEO replacement, the Doordash initiative...

Andy sits down with Random Recruiter, a top headhunter with a focus on the tech sector who’s placed over 700 professionals at Fortune 500s, startups, and mid-market firms across banking, financial services, telecom, healthcare, and pharma. Andy and Random discuss how he got into recruiting, what it takes to source the best candidates, and how companies are shifting their hiring practices. Andy and Random talk AI roles, finance, typ...

In this episode, Andy dives into the growing revelations of corruption within U.S. intelligence agencies, including new whistleblower reports exposing evidence destruction at the FBI and political bias within federal agencies. He also covers the long-anticipated release of key documents in the Jeffrey Epstein case, which could finally shed light on high-profile names linked to his network. In the markets, Andy breaks down the lates...

Andy provides an overview of the breaking USAID (United States Agency for International Development) scandal uncovered by Elon Musk's DOGE and the Trump Administration, in which US taxpayer funds were being used to further far left ideology globally, support CIA operations, influence mass media, and enrich US politicians. From Cuba to Slovakia, Ukraine to Afghanistan, Americans will be shocked to hear where their money was goin...

Andy sits down with John LeFevre former Salomon Brothers and Citigroup banker, author of The New York Times bestseller Straight To Hell, and owner of the popular Twitter/X account Goldman Sachs Elevator. They kick things off by revisiting John’s career in global finance—from climbing the ranks at Citigroup to managing deals across New York and Hong Kong—and the moments that led him to walk away from it all.

The conversation turns t...

Andy dives into the sweeping changes from Trump’s second administration, including the Ross Ulbricht pardon, federal DEI overhauls, and a renewed focus on illegal immigration, highlighting the cultural and political shift. He unpacks Bank of America’s latest scandal and its impact on financial freedom, alongside the resurgence of crypto, with regulatory clarity emerging from the SEC and Trump’s executive order targeting CBDCs. Andy...

Andy talks about the growing online debate surrounding job opportunities, boomers vs. young people, and the advent of AI and job automation including a key snippet from Goldman Sachs. He covers the beginning of the end for DEI and woke culture, touching on major updates from Google, META, and federal agencies. Andy wraps up with important developments in the crypto market including Trump Administration Bitcoin Reserve rumors, alt c...

Andy kicks off the new year with Bowtied Ox, a former Army Ranger, competitive strongman, lifetime athlete, and one of the leading voices in the fitness and physique space online. Ox has carved out his own lane in this world, sharing raw, unfiltered insights on building muscle, mindset, and entrepreneurship – all while staying anonymous. He’s not just building his own brand – he’s helping others transform their lives physically and...

This week strange sightings of craft over the US are flooding US media with some claims they belong to foreign militaries (or extraterrestrials) while the US government stays silent. Andy summarizes what we know about the drone/UFO sightings over New Jersey starting with a quick overview of the most relevant and noteworthy aspects of UFO history, government programs like project Bluebook, and recent congressional hearings on govern...

Andy recaps the week sharing an overview of the brazen assassination of United Healthcare CEO Brian Thompson and what we know so far about the event. Andy talks about Bitcoin's climb to six figures, ethereum's upcoming bull run, along with updates on the growing institutional and political optimism towards crypto markets. He recaps the ongoing conflict in Syria and the implications for Russia and Iran as well as the Middle East.

I...

Andy sits down with Mike Zighelboim,  co founder of Coconut Cartel (along with his sister Dani). The company specializes in rum cut to proof with freshly harvested coconut water from Latin America and is now distributed in 18 states and 5 countries. In 2012 the story began with Mike smuggling coconuts from an island off the coast of El Salvador to some of the best hotels and restaurants in South Florida. What began as a boozy cocon...

Andy is joined by Bowtied Ranger, global war on terror (GWOT) veteran turned investment banker, conservative political commentator, and farmland investor in Montana. Ranger talks about his time in special forces with the 75th Ranger Regiment, his experience in investment banking, and his current penchant for land investing. Andy and Ranger discuss US politics in the wake of the Trump win including immigration, X and other media pla...