We're all Jerome Powell, Apple and Google Make it Official, Anthropic Health Care | Diet TBPN

Watch on YouTube ↗  |  January 13, 2026 at 01:42  |  32:32  |  TBPN
Speakers
John Coogan — Co-Host, TBPN
Jordi Hays — Co-Host, TBPN

Summary

The episode covers the DOJ's criminal investigation of Jerome Powell and its implications for Fed independence and markets, with hosts arguing that lower rates could be bullish for assets. Other topics include gold and silver price surges, Apple's Vision Pro NBA experience, Google's Gemini partnerships, drone delivery competition, AI pushes into healthcare, Nvidia's AI drug lab with Eli Lilly, and the Paramount Skydance vs Netflix battle for Warner Bros Discovery. Market implications include a long-asset bias if rates fall, precious metals strength, and regulatory risk for Netflix's WBD bid.

  • DOJ subpoenas Powell; Fed independence concerns rise.
  • Hosts argue lower rates would be bullish for assets.
  • Gold and silver hit records amid dollar debasement and AI industrial demand.
  • Apple Vision Pro NBA streaming raises product and rights questions.
  • Google expands Gemini distribution via Apple and Walmart; Wing drone delivery scales.
  • Nvidia and Eli Lilly partner on AI drug lab, combining AI and weight loss.
  • Paramount Skydance challenges Netflix's WBD bid on regulatory risk.
Ideas
John Coogan Co-Host, TBPN 3:23
Rate cuts make assets worth owning.
The DOJ's criminal investigation of Powell threatens Fed independence, but if it leads to lower interest rates, that is a bullish catalyst for assets. Investors should focus on the positive market implication rather than the negative political norm: if rates come down, you want to own assets, and the market likely goes long.
SPY MED
John Coogan Co-Host, TBPN 6:19
Gold rises on dollar debasement fears.
Gold jumped from $4,510 to $4,585 as people potentially bail on the US dollar amid the Fed independence crisis, a signal to monitor for further dollar debasement and safe-haven demand.
GLD LOW
John Coogan Co-Host, TBPN 6:36
Silver gains on AI manufacturing demand.
Silver has surged above $85/oz for the first time, up 19% in 2026, and tech founders argue it is a more important manufacturing input than gold for semiconductors and AI supply chains, creating a notable narrative around the knock-on effects of high silver prices.
SILVER LOW
Jordi Hays Co-Host, TBPN 27:54
AI plus weight loss super trends combine.
Nvidia is investing $1 billion over five years in an AI drug lab with Eli Lilly, combining the two biggest super trends of the last five years—AI and weight loss. The collaboration is a positive development for both companies and the broader AI-drug discovery theme.
NVDA LLY MED
John Coogan Co-Host, TBPN 29:33
Netflix WBD deal carries regulatory risk.
Paramount Skydance's 'Plan D' is highlighting the immense regulatory uncertainty in Netflix's bid for Warner Bros Discovery. If Netflix gets stuck in a regulatory quagmire trying to acquire WBD, that could be bad news for Netflix itself, making the stock risky.
NFLX MED
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This TBPN video, published January 13, 2026, features John Coogan, Jordi Hays discussing SPY, GLD, SILVER, NVDA, LLY, NFLX. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: John Coogan, Jordi Hays  · Tickers: SPY, GLD, SILVER, NVDA, LLY, NFLX