Today’s highlight was Otavio Costa from Crescat Capital, sharing valuable insights into the economy with a focus on metals, mining, and energy. The Bitcoin network has recently completed its fourth halving, significantly reducing miner rewards and causing price volatility, with anticipated gains in the coming months. The episode also covers "Mag 7 earning week," emphasizing the pivotal role of money and energy in the global economy. China continues to shift from US treasuries to gold, highlighting a move away from the US dollar’s dominance. This shift accompanies significant discussions about the increasing demand for metals and minerals, necessary for clean energy technologies as projected by the World Bank for 2050. Additionally, Neuralink's advances in telepathy, major voting against Woodside Energy's climate plan, and strategic price cuts by Tesla in its key markets. Other corporate highlights include Baker Hughes' strong quarterly performance and Visa's robust second-quarter results, defying economic slowdown concerns.