EOG Resources is mentioned as a large oil and gas company that spun out of Enron.
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June 2026 Random Ramblings
Jun 25, 2026
The host discusses various topics including SBF's past investments, the impact of AI on investing, the concept of time horizon arbitrage, and a Polymarket resolution involving MicroStrategy's Bitcoin sales. He also promotes an upcoming AI webinar with AlphaSense and mentions SpaceX's acquisition of Cursor, noting SBF's prior investment in Cursor.
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Kinder Morgan is mentioned in the context of Enron's history, suggesting they developed their pipeline business after leaving Enron.
Robinhood was mentioned as one of SBF's early investments.
MicroStrategy's 8-K filing regarding Bitcoin sales led to a fascinating Polymarket resolution, highlighting the reflexive nature of prediction markets.
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