# Supercycle

> A catastrophic launch pad explosion stalls the lunar race while massive Medicaid fraud audits and a shift in AI infrastructure redefine the domestic economic landscape.

- **Show:** [The No Agenda Show](https://search.noagendashow.net/index.md)
- **Episode:** 1873
- **Published:** 2026-05-31
- **Length:** 2h 44m
- **People:** [Adam Curry](https://search.noagendashow.net/person/adam-curry.md) (host), [John C Dvorak](https://search.noagendashow.net/person/john-c-dvorak.md) (host)
- **Topics:** [Blue Origin](https://search.noagendashow.net/topic/blue-origin.md), [Medicaid Fraud](https://search.noagendashow.net/topic/medicaid-fraud.md), [Ken Paxton](https://search.noagendashow.net/topic/ken-paxton.md), AI Supercycle, [Freedom 250](https://search.noagendashow.net/topic/freedom-250.md), [Oil Pipelines](https://search.noagendashow.net/topic/oil-pipelines.md)
- **Web page:** https://search.noagendashow.net/episode/1873-supercycle

## About this episode

Blue Origin’s New Glenn rocket suffered a catastrophic explosion during a static fire test at Cape Canaveral, destroying the company’s only launch pad. The blast, which created a massive mushroom cloud visible for miles, represents a major setback for Jeff Bezos and the NASA Artemis program. Speculation regarding potential sabotage has emerged as SpaceX prepares for its upcoming public offering.

State audits in Minnesota and North Carolina have uncovered a massive surge in Medicaid billing for autism treatments, with spending increases as high as 51,000 percent since 2018. Meanwhile, Texas Attorney General Ken Paxton is targeting organizations like CAIR and the Muslim Brotherhood, labeling them national security threats to force property divestment. In the tech sector, Nvidia H100 and H200 chips are driving an AI supercycle focused on edge computing inference rather than model training. Global oil markets are also shifting as Chevron CEO Mike Wirth highlights new pipelines in the UAE designed to bypass the strategic chokepoint of the Strait of Hormuz.

Martina McBride and Young MC have withdrawn from Donald Trump’s Freedom 250 celebration, leaving the National Mall lineup to track acts like Vanilla Ice and Milli Vanilli’s Fab Morvan. Joe Rogan issued a public apology to Theo Von after a heated dispute regarding the validity of the chemical imbalance theory of depression. In the world of skilled trades, elevator mechanics have emerged as the highest-paid profession for young workers seeking economic security.

## Chapters

Each chapter's transcript is at its own link. The whole transcript is at https://search.noagendashow.net/episode/1873-supercycle/transcript.md.

### 1. Taylor Sheridan, Euphoria, and the Decline of Shared Television Culture (0:00–3:16)

Television culture has shifted from shared experiences like Friends to fragmented streaming, where many viewers no longer follow major hits. Discussion covers Taylor Sheridan's prolific output including Yellowstone, Landman, and 1883, alongside the Gen Z drama Euphoria starring Sidney Sweeney. Comparisons are drawn to past showrunners like Darren O'Neill and the perceived failure of the Sex and the City revival.

Keywords: taylor sheridan, [yellowstone](https://search.noagendashow.net/topic/yellowstone.md), [euphoria](https://search.noagendashow.net/topic/euphoria.md), sidney sweeney, [darren o'neill](https://search.noagendashow.net/topic/darren-o-neill.md), [gen z](https://search.noagendashow.net/topic/gen-z.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/1.md)

### 2. Paris Soccer Celebrations, X Misinformation, and Hacks Series Finale (3:17–4:55)

Social media platform X featured footage of unrest in Paris following a Saint-Germain soccer victory, which some users misattributed to immigrant rioting. The discussion transitions to the series finale of the show Hacks starring Jean Smart. Criticism is leveled at the show's unrealistic portrayal of modern European cities like London and Paris by omitting visible immigrant populations.

Keywords: [paris](https://search.noagendashow.net/topic/paris.md), saint-germain, x, hacks, jean smart, [immigration](https://search.noagendashow.net/topic/immigration.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/2.md)

### 3. Mike Johnson, Congressional Pay Raises, and Stock Trading Ban (4:56–7:09)

Speaker of the House Mike Johnson addressed the freeze on Congressional salaries since 2009, noting a 31% decrease in inflation-adjusted pay. While some media clips suggested Johnson supported stock trading as a compensation alternative, the full context revealed he supports a ban on insider trading for members of Congress. The House Democrats' social media account is accused of selectively editing the footage to create a scandal.

Keywords: [mike johnson](https://search.noagendashow.net/topic/mike-johnson.md), [congress](https://search.noagendashow.net/topic/congress.md), [stock trading](https://search.noagendashow.net/topic/stock-trading.md), [house democrats](https://search.noagendashow.net/topic/house-democrats.md), [insider trading](https://search.noagendashow.net/topic/insider-trading.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/3.md)

### 4. Autism Medicaid Fraud, 11,000% Billing Surge, and RFK Jr. (7:10–10:34)

A 50-state audit is investigating potential massive fraud in Medicaid billing for autism treatments, specifically Applied Behavior Analysis (ABA) therapy. North Carolina reported an 11,000% increase in spending over four years, while Minnesota saw a 51,000% surge since 2018. Claims are made that the explosion in diagnoses may be a financial scam rather than a medical reality, referencing past comments by RFK Jr. and Donald Trump.

Keywords: [autism](https://search.noagendashow.net/topic/autism.md), [medicaid](https://search.noagendashow.net/topic/medicaid.md), [cato institute](https://search.noagendashow.net/topic/cato-institute.md), [rfk jr](https://search.noagendashow.net/topic/rfk-jr.md), [fraud](https://search.noagendashow.net/topic/fraud.md), [north carolina](https://search.noagendashow.net/topic/north-carolina.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/4.md)

### 5. Freedom 250 Concert Snags, Martina McBride, and Track Acts (10:34–14:11)

The Freedom 250 celebration on the National Mall faced setbacks as artists including Martina McBride, Young MC, and Brett Michaels withdrew due to the event's perceived political nature. Performers like Vanilla Ice and Milli Vanilli's Fab Morvan remain on the bill, which is characterized as a "track act" lineup typical of state fairs. Donald Trump suggested he might perform himself if more musical acts drop out.

Keywords: [freedom 250](https://search.noagendashow.net/topic/freedom-250.md), martina mcbide, [vanilla ice](https://search.noagendashow.net/topic/vanilla-ice.md), young mc, brett michaels, [national mall](https://search.noagendashow.net/topic/national-mall.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/5.md)

### 6. Keith Krach, America 250 vs Freedom 250, and Branding Confusion (14:11–19:52)

The U.S. semiquincentennial is mired in branding confusion between the official "America 250" led by former presidents and Donald Trump's "Freedom 250" led by Keith Krach. Krach, a Silicon Valley executive and Purdue professor, is criticized for his management of the event and his self-promotional website. The competing organizations have led to a partisan divide over how the 250th anniversary of the United States should be celebrated.

Keywords: keith krach, [america 250](https://search.noagendashow.net/topic/america-250.md), [freedom 250](https://search.noagendashow.net/topic/freedom-250.md), [cory booker](https://search.noagendashow.net/topic/cory-booker.md), [barack obama](https://search.noagendashow.net/topic/barack-obama.md), [george w. bush](https://search.noagendashow.net/topic/george-w-bush.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/6.md)

### 7. Cory Booker, Trump Authoritarianism, and State Fair Sabotage (19:53–23:14)

Senator Cory Booker criticized Donald Trump's involvement in the 250th-anniversary celebrations, labeling him a "divider in chief" and warning of the dangers of an out-of-control president. There are claims of a coordinated campaign to sabotage the planned state fair on the National Mall by pressuring artists to cancel. Suggestions are made that Trump should have appointed Elon Musk to organize the event instead of political donors.

Keywords: [cory booker](https://search.noagendashow.net/topic/cory-booker.md), [donald trump](https://search.noagendashow.net/topic/donald-trump.md), [national mall](https://search.noagendashow.net/topic/national-mall.md), state fair, [partisan politics](https://search.noagendashow.net/topic/partisan-politics.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/7.md)

### 8. Joe Rogan, Theo Von, and SSRI Chemical Imbalance Theory (23:15–30:40)

Joe Rogan discussed comedian Theo Von's struggles with mental health and his use of SSRI medications like Lexapro. Rogan challenged the "chemical imbalance" theory of depression, calling it a medical lie and a sales pitch by pharmaceutical companies. Rogan later issued an apology to Von, which some interpret as a response to audience pressure regarding both medical advice and Von's previous comments on Israel.

Keywords: [joe rogan](https://search.noagendashow.net/topic/joe-rogan.md), [theo von](https://search.noagendashow.net/topic/theo-von.md), [ssri](https://search.noagendashow.net/topic/ssri.md), [lexapro](https://search.noagendashow.net/topic/lexapro.md), [mental health](https://search.noagendashow.net/topic/mental-health.md), [israel](https://search.noagendashow.net/topic/israel.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/8.md)

### 9. Blue Origin New Glenn Rocket Explosion, Jeff Bezos, and NASA (30:41–32:59)

Jeff Bezos's space company, Blue Origin, suffered a catastrophic explosion of its New Glenn rocket during a static fire test at Cape Canaveral. The blast destroyed the company's only launch pad and created a mushroom cloud visible for miles, though no injuries were reported. This failure is viewed as a significant setback for NASA's Artemis program, which relies on Blue Origin for future lunar landers.

Keywords: [blue origin](https://search.noagendashow.net/topic/blue-origin.md), [jeff bezos](https://search.noagendashow.net/topic/jeff-bezos.md), new glenn, [nasa](https://search.noagendashow.net/topic/nasa.md), [cape canaveral](https://search.noagendashow.net/topic/cape-canaveral.md), [artemis](https://search.noagendashow.net/topic/artemis.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/9.md)

### 10. Space Race History, Sputnik, and Modern Launch Failures (33:00–37:07)

A retrospective on the 1950s space race highlights the frequent rocket explosions experienced by the U.S. Navy's Vanguard program compared to the Soviet Union's success with Sputnik. An anecdote describes purchasing a "Laika the dog" watch in the Soviet Union. The discussion contrasts the rapid progress leading to the 1969 moon landing with the current inability of modern private space companies to maintain launch pad safety.

Keywords: [sputnik](https://search.noagendashow.net/topic/sputnik.md), navy vanguard, v2 rockets, 1969 moon landing, [glenn beck](https://search.noagendashow.net/topic/glenn-beck.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/10.md)

### 11. Rocket Sabotage Theories, SpaceX IPO, and Haywire Etymology (37:07–42:00)

Following the Blue Origin explosion, speculation arises regarding potential sabotage linked to SpaceX's upcoming public offering. The term "haywire" was used in news coverage, prompting a look at its etymology involving 20th-century baling wire. Despite the failure, NASA recently awarded Blue Origin a $200 million contract, though the Artemis 3 mission schedule is now in jeopardy.

Keywords: [spacex](https://search.noagendashow.net/topic/spacex.md), [sabotage](https://search.noagendashow.net/topic/sabotage.md), [blue origin](https://search.noagendashow.net/topic/blue-origin.md), haywire, [jeff bezos](https://search.noagendashow.net/topic/jeff-bezos.md), [elon musk](https://search.noagendashow.net/topic/elon-musk.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/11.md)

### 12. AI Super Cycle, Edge Computing, and Nvidia Inference Chips (42:03–48:19)

The AI industry is shifting from training large language models to "inference," which involves deploying models at the "edge" for business operations. Dan Armada, CEO of Armada, describes his company as a "hyperscaler for the edge," building modular data centers. Market trends show high spot prices for Nvidia's H100 and H200 chips, which are optimized for these inference tasks rather than initial training.

Keywords: [nvidia](https://search.noagendashow.net/topic/nvidia.md), [armada](https://search.noagendashow.net/topic/armada.md), dan armada, h100, [inference](https://search.noagendashow.net/topic/inference.md), [chatgpt](https://search.noagendashow.net/topic/chatgpt.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/12.md)

### 13. Claude Code Limitations, AI Productivity, and FFmpeg Clipping (48:21–54:56)

Personal testing of Claude Code reveals significant limitations in AI's ability to perform consistent business tasks like formatting show credits or clipping video. While the AI can generate Python scripts to solve logic puzzles like "how many R's in strawberry," it lacks the human "ear" required for creative editing. The technology is currently viewed as an expensive intern that requires constant human correction.

Keywords: [claude code](https://search.noagendashow.net/topic/claude-code.md), [anthropic](https://search.noagendashow.net/topic/anthropic.md), [ffmpeg](https://search.noagendashow.net/topic/ffmpeg.md), [python](https://search.noagendashow.net/topic/python.md), [ai agents](https://search.noagendashow.net/topic/ai-agents.md), [strawberry](https://search.noagendashow.net/topic/strawberry.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/13.md)

### 14. Elevator Mechanics, HVAC Trades, and High Wages (54:58–57:39)

A "boots on the ground" report identifies elevator mechanics as the highest-paid and most secure skilled trade, surpassing electricians and HVAC technicians. While elevator unions are described as difficult to enter, the profession offers significant job protection regardless of economic conditions. The trade is recommended as a top career path for young people in the current economy.

Keywords: elevator mechanic, [hvac](https://search.noagendashow.net/topic/hvac.md), [electrician](https://search.noagendashow.net/topic/electrician.md), [trade schools](https://search.noagendashow.net/topic/trade-schools.md), [unions](https://search.noagendashow.net/topic/unions.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/14.md)

### 15. Elizabeth April, Celebrity Clones, and Adrenochrome Conspiracy (57:40–1:03:42)

Psychic Elizabeth April appeared on a podcast discussing theories that celebrities like Simon Cowell and John Travolta have been replaced by clones. The theory suggests plastic surgery and Ozempic are used to mask cloning differences, while "andrenochrome" (adrenochrome) is allegedly used by elites for age reversal. Additional claims involve the shadow government, reptilians, and JD Vance's name changes.

Keywords: elizabeth april, [adrenochrome](https://search.noagendashow.net/topic/adrenochrome.md), [simon cowell](https://search.noagendashow.net/topic/simon-cowell.md), [queen elizabeth](https://search.noagendashow.net/topic/queen-elizabeth.md), [jd vance](https://search.noagendashow.net/topic/jd-vance.md), [cloning](https://search.noagendashow.net/topic/cloning.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/15.md)

### 16. Cenk Uygur, Tucker Carlson, and Corporate CEO Popularity (1:03:43–1:06:06)

Cenk Uygur of The Young Turks predicted that Tucker Carlson would easily win a Republican primary if he chose to run. Uygur argued that Kamala Harris's reliance on corporate CEO endorsements makes her unpopular with the general public. The discussion notes a shift in political dynamics where traditional donor influence is being challenged by populist sentiment.

Keywords: [cenk uygur](https://search.noagendashow.net/topic/cenk-uygur.md), [tucker carlson](https://search.noagendashow.net/topic/tucker-carlson.md), [kamala harris](https://search.noagendashow.net/topic/kamala-harris.md), corporate ceos, [republican primary](https://search.noagendashow.net/topic/republican-primary.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/16.md)

### 17. Ken Paxton, Sharia Law, and Texas National Security (1:06:06–1:12:16)

Texas Attorney General Ken Paxton is targeting Sharia law and organizations like the Muslim Brotherhood and CAIR, labeling them as organized crime and national security threats. Paxton argues that these ideologies are incompatible with the First Amendment and seeks to prevent "enemy entities" from owning Texas land. The discussion notes that while radical Islamism is a concern, the Muslim population in Texas is only approximately 2%.

Keywords: [ken paxton](https://search.noagendashow.net/topic/ken-paxton.md), [sharia law](https://search.noagendashow.net/topic/sharia-law.md), [muslim brotherhood](https://search.noagendashow.net/topic/muslim-brotherhood.md), [texas](https://search.noagendashow.net/topic/texas.md), [care](https://search.noagendashow.net/topic/care.md), [indonesia](https://search.noagendashow.net/topic/indonesia.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/17.md)

### 18. Texas Property Divestment, No-Go Zones, and Muslim Brotherhood (1:12:17–1:15:41)

New Texas legislation allows the Attorney General to force "enemy entities" like CAIR and the Muslim Brotherhood to divest and sell their property. Ken Paxton claims this will prevent the creation of "no-go zones" and stop these groups from accessing public benefits like water and roads. Critics argue Paxton is using renderings of unbuilt mosques to fuel political fear for his own gain.

Keywords: [ken paxton](https://search.noagendashow.net/topic/ken-paxton.md), [care](https://search.noagendashow.net/topic/care.md), [muslim brotherhood](https://search.noagendashow.net/topic/muslim-brotherhood.md), plano islamic center, [property rights](https://search.noagendashow.net/topic/property-rights.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/18.md)

### 19. Ebola Outbreak in Brazil, DRC, and WHO Response (1:15:43–1:18:31)

Health officials in Brazil identified a suspected Ebola case in a man returning from the Democratic Republic of Congo (DRC), potentially marking the first case outside Africa in the current outbreak. WHO Director-General Tedros Adhanom Ghebreyesus visited the eastern Congo to coordinate the response. Over 1,000 suspected cases and 200 deaths have been reported in the region, with the virus spreading to neighboring Uganda.

Keywords: [ebola](https://search.noagendashow.net/topic/ebola.md), [brazil](https://search.noagendashow.net/topic/brazil.md), [democratic republic of congo](https://search.noagendashow.net/topic/democratic-republic-of-congo.md), [tedros adhanom ghebreyesus](https://search.noagendashow.net/topic/tedros-adhanom-ghebreyesus.md), [who](https://search.noagendashow.net/topic/who.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/19.md)

### 20. Cindy McCain, World Food Program, and Peter Thiel in Argentina (1:18:31–1:21:11)

Cindy McCain is stepping down as Executive Director of the World Food Program after a three-year tenure marked by global famines and food insecurity for 27 million people in the Congo. Separately, tech billionaire Peter Thiel has reportedly moved to Argentina and enrolled his children in school there. Speculation surrounds Thiel's departure from the U.S. and his choice of South America over New Zealand.

Keywords: [cindy mccain](https://search.noagendashow.net/topic/cindy-mccain.md), [world food program](https://search.noagendashow.net/topic/world-food-program.md), [peter thiel](https://search.noagendashow.net/topic/peter-thiel.md), [argentina](https://search.noagendashow.net/topic/argentina.md), [famine](https://search.noagendashow.net/topic/famine.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/20.md)

### 21. New York City Landlord Crackdown and Peter Thiel's Family (1:21:13–1:23:02)

Public records confirm Peter Thiel is married to Matt Danzisen and has two daughters born via surrogacy. Meanwhile, in New York City, a new campaign called "Fix The City" aims to seize property from negligent landlords. The city plans to transfer ownership of these buildings to community land trusts, non-profits, or tenants, a move described as a socialist policy.

Keywords: [peter thiel](https://search.noagendashow.net/topic/peter-thiel.md), matt danzisen, [new york city](https://search.noagendashow.net/topic/new-york-city.md), [property rights](https://search.noagendashow.net/topic/property-rights.md), [surrogacy](https://search.noagendashow.net/topic/surrogacy.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/21.md)

### 22. Jill Biden Book, Debate Sabotage, and Red Dress Theory (1:23:03–1:26:08)

Jill Biden's new book and recent interviews have reignited discussion about Joe Biden's performance in the 2024 presidential debate. Claims are made that the President was "sabotaged" by a lack of medication or medical support during the event where he famously said he "beat Medicare." Jill Biden's choice of a red dress while voting is analyzed as a potential signal of a shift in political allegiance.

Keywords: [jill biden](https://search.noagendashow.net/topic/jill-biden.md), [joe biden](https://search.noagendashow.net/topic/joe-biden.md), 2024 debate, [medicare](https://search.noagendashow.net/topic/medicare.md), red dress

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/22.md)

### 23. Pod Save America, Democrat Turmoil, and General Besant (1:26:09–1:28:58)

Former Obama speechwriters on the Pod Save America podcast expressed outrage over being "gaslighted" by the Biden administration regarding the President's health and debate performance. The internal party turmoil is predicted to impact the Democrats in the 2028 election. General Besant's recent keynote address is mentioned as a contrast, focusing on Reagan-era accountability and moving forward.

Keywords: [pod save america](https://search.noagendashow.net/topic/pod-save-america.md), [obama](https://search.noagendashow.net/topic/obama.md), [jill biden](https://search.noagendashow.net/topic/jill-biden.md), general besant, [2028 election](https://search.noagendashow.net/topic/2028-election.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/23.md)

### 24. No Agenda Newsletter Workflow and Host Banter (1:28:57–1:31:29)

A discussion regarding the No Agenda newsletter reveals a change in production workflow involving new copy editors. One host admits to missing the newsletter because it is automatically filtered into a "newsletter bin" by his email client. The exchange highlights the tension between production tasks and the consumption of media like television shows.

Keywords: [newsletter](https://search.noagendashow.net/topic/newsletter.md), [email](https://search.noagendashow.net/topic/email.md), [workflow](https://search.noagendashow.net/topic/workflow.md), [ai](https://search.noagendashow.net/topic/ai.md), [copy editing](https://search.noagendashow.net/topic/copy-editing.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/24.md)

### 25. Donald Trump $250 Bill, Seniorage, and Treasury Design (1:31:30–1:35:05)

Proposed legislation in the House suggests creating a $250 bill featuring Donald Trump's image to commemorate the U.S. semiquincentennial. General Besant discussed the concept of "seniorage," where the Treasury gains an interest-free loan from currency that people keep as collectibles. Current law requires subjects on currency to be deceased, meaning the bill would likely face significant legal and Congressional hurdles.

Keywords: [donald trump](https://search.noagendashow.net/topic/donald-trump.md), 250 dollar bill, seniorage, [calvin coolidge](https://search.noagendashow.net/topic/calvin-coolidge.md), [treasury department](https://search.noagendashow.net/topic/treasury-department.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/25.md)

### 26. Eli Lilly Rettatrutide, Obesity Drugs, and Joy Loss (1:35:06–1:39:37)

Eli Lilly is developing Rettatrutide, a new obesity drug that targets three hormones and reportedly leads to a 28% weight loss, comparable to bariatric surgery. While medical professionals call it "game-changing," critics point to side effects like "joy loss," where patients lose interest in food, sex, and other pleasures. The drug is expected to be submitted for FDA approval by the end of the year.

Keywords: [eli lilly](https://search.noagendashow.net/topic/eli-lilly.md), rettatrutide, [obesity](https://search.noagendashow.net/topic/obesity.md), [glp-1](https://search.noagendashow.net/topic/glp-1.md), [npr](https://search.noagendashow.net/topic/npr.md), [bariatric surgery](https://search.noagendashow.net/topic/bariatric-surgery.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/26.md)

### 27. Oil Price Decline, Strait of Hormuz, and Turkey Pipelines (1:39:38–1:43:44)

Global oil prices saw a steep decline as markets anticipated a resumption of traffic through the Strait of Hormuz. Chevron CEO Mike Wirth discussed infrastructure investments, such as pipelines in the UAE and Saudi Arabia, designed to bypass the strait. Turkey is also positioning itself as a northern route for Iraqi and Kuwaiti oil to reach the Mediterranean, reducing the strategic importance of the Persian Gulf chokepoint.

Keywords: [oil prices](https://search.noagendashow.net/topic/oil-prices.md), [chevron](https://search.noagendashow.net/topic/chevron.md), [strait of hormuz](https://search.noagendashow.net/topic/strait-of-hormuz.md), [turkey](https://search.noagendashow.net/topic/turkey.md), [uae](https://search.noagendashow.net/topic/uae.md), [fujairah](https://search.noagendashow.net/topic/fujairah.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/27.md)

### 28. Unbranded Gasoline, Washington Carbon Credits, and Midterm Bets (1:43:45–1:48:41)

A gas station owner in King County, Washington, reports that hidden fees and carbon credits add 78 cents per gallon to the pump price. Consumers are encouraged to pay in cash or debit to help independent stations avoid high processing fees. Newt Gingrich predicted that if gasoline prices drop to $3.50, Republicans will win the midterm elections, leading to a $1.00 bet between the hosts on the outcome.

Keywords: [gasoline](https://search.noagendashow.net/topic/gasoline.md), [washington state](https://search.noagendashow.net/topic/washington-state.md), [carbon credits](https://search.noagendashow.net/topic/carbon-credits.md), [newt gingrich](https://search.noagendashow.net/topic/newt-gingrich.md), [midterm elections](https://search.noagendashow.net/topic/midterm-elections.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/28.md)

### 29. AI Spiritual Guidance, Gloo.com, and Church Chatbots (1:48:42–1:50:25)

Millions of people are reportedly turning to AI chatbots for moral and spiritual guidance, with platforms like Gloo.com providing faith-based AI services. While some users prefer the anonymity of a computer over a pastor, critics warn that pouring one's heart out to a chatbot is a dangerous trend. This follows recent comments from Pope Francis expressing skepticism about the role of AI in spiritual life.

Keywords: [ai](https://search.noagendashow.net/topic/ai.md), gloo, [christianity](https://search.noagendashow.net/topic/christianity.md), [chatbots](https://search.noagendashow.net/topic/chatbots.md), spiritual guidance, [pope francis](https://search.noagendashow.net/topic/pope-francis.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/29.md)

### 30. ID Tech Summer Camps and BattleBots (1:50:26–1:51:51)

ID Tech is operating "original tech camps" at prestigious universities like Stanford and UC Berkeley, featuring activities like BattleBots and Crunch Labs. The camps are part of a massive national network focused on STEM education for youth. The discussion notes the popularity of robot combat shows, though some find the format has become repetitive.

Keywords: id tech, [stanford](https://search.noagendashow.net/topic/stanford.md), [uc berkeley](https://search.noagendashow.net/topic/uc-berkeley.md), battlebots, [summer camp](https://search.noagendashow.net/topic/summer-camp.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/30.md)

### 31. Gender Expansive Youth Funding and Alliance for Girls (1:51:52–1:54:08)

The Alliance for Girls reported a $113 million loss in funding for non-profits serving girls and "gender expansive" youth under the Trump administration. Executive Director Chantal Hildebrand described the situation as an existential crisis for vulnerable communities. The hosts express confusion over the term "gender expansive" and question the nature of the government funding being cut.

Keywords: alliance for girls, gender expansive, [trump administration](https://search.noagendashow.net/topic/trump-administration.md), [non-profits](https://search.noagendashow.net/topic/non-profits.md), [funding](https://search.noagendashow.net/topic/funding.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/31.md)

### 32. California Air Resources Board and Decarbonization Fund (1:54:08–1:55:39)

The California Air Resources Board voted to create a $4 billion fund to help major polluters invest in decarbonization projects. Transit and housing advocates, including representatives from San Francisco's Muni, worry this will divert money from public transportation and affordable housing. The move follows warnings from industries that strict climate rules would drive businesses out of the state and raise energy costs.

Keywords: california air resources board, [decarbonization](https://search.noagendashow.net/topic/decarbonization.md), [muni](https://search.noagendashow.net/topic/muni.md), [climate change](https://search.noagendashow.net/topic/climate-change.md), [energy prices](https://search.noagendashow.net/topic/energy-prices.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/32.md)

### 33. Karen Bass Endorsement, Rick Caruso, and LA Mayor Tenure (1:55:40–1:59:06)

Governor Gavin Newsom endorsed Los Angeles Mayor Karen Bass for re-election, citing an 18% decline in homelessness. Opponent Rick Caruso (referred to as Pratt) accused Newsom and Bass of "criminal negligence" regarding public safety and wildfires. Despite Caruso's momentum, skepticism remains about his ability to win in a corrupt system or govern effectively with a hostile city council.

Keywords: [karen bass](https://search.noagendashow.net/topic/karen-bass.md), [gavin newsom](https://search.noagendashow.net/topic/gavin-newsom.md), rick caruso, [los angeles](https://search.noagendashow.net/topic/los-angeles.md), criminal negligence

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/33.md)

### 34. Newark ICE Detention Protests and Mickey Sherrill (1:59:06–2:03:02)

Protests erupted outside the Delaney Hall Immigration Detention Center in Newark, New Jersey, following reports of inhumane conditions and a hunger strike by 300 migrants. Governor Mickey Sherrill established a "safe zone" for demonstrators to prevent violence between ICE agents and citizens. DHS Secretary Mark Wayne Mullen denied the allegations of unfit conditions, comparing the facility to a "Holiday Inn."

Keywords: [ice](https://search.noagendashow.net/topic/ice.md), [newark](https://search.noagendashow.net/topic/newark.md), mickey sherrill, delaney hall, [hunger strike](https://search.noagendashow.net/topic/hunger-strike.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/34.md)

### 35. Scripps National Spelling Bee and UCLA Literacy Ad (2:03:03–2:05:41)

14-year-old Shrey Parikh won the Scripps National Spelling Bee in a dramatic spell-off, correctly spelling 32 words in 90 seconds. Meanwhile, a viral video on X purportedly showing UCLA students struggling with basic reading was revealed to be a commercial for Unishack off-campus housing. The segment highlights the prevalence of "fake" content on social media used to mock California students.

Keywords: scripps national spelling bee, shrey parikh, [ucla](https://search.noagendashow.net/topic/ucla.md), unishack, x

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/35.md)

### 36. AMP Accords, Podcast Measurement, and YouTube Money (2:05:42–2:09:32)

The Alliance for Measurement in Podcasting (AMP) held a secret off-site to establish the "AMP Accords," a new framework for podcasting metrics. Major players like Spotify, SiriusXM, and Libsyn are attempting to standardize data to compete for advertising dollars currently going to YouTube. The hosts argue that these efforts will fail unless they include podcast app developers who hold the actual "first-party" listener data.

Keywords: amp accords, [spotify](https://search.noagendashow.net/topic/spotify.md), [siriusxm](https://search.noagendashow.net/topic/siriusxm.md), [libsyn](https://search.noagendashow.net/topic/libsyn.md), podcast measurement

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/36.md)

### 37. Value for Value System, Modern Podcast Apps, and Criticisms (2:09:32–2:12:03)

The No Agenda show continues to operate on the "value for value" model, eschewing corporate advertising for listener donations. Listeners are encouraged to use modern podcast apps from podcastapps.com for live notifications and better features. The hosts address listener feedback regarding their perceived shift in political tone and the influence of other media figures like Candace Owens and Tim Dillon.

Keywords: [value for value](https://search.noagendashow.net/topic/value-for-value.md), [podcastapps.com](https://search.noagendashow.net/topic/podcastapps-com.md), [candace owens](https://search.noagendashow.net/topic/candace-owens.md), [tim dillon](https://search.noagendashow.net/topic/tim-dillon.md), [nlp](https://search.noagendashow.net/topic/nlp.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/37.md)

### 38. No Agenda Art Gallery, Darren O'Neill, and Waffle House (2:12:05–2:15:24)

Darren O'Neill provided the artwork for the "Lunar Economy" episode, featuring AI-generated images of cars for podcasters and a moon base. Other submissions included a "Rumble Waffle" piece by Scaramanga, which sparked a debate over whether the depiction of Waffle House fights is racially charged. Listeners are encouraged to submit their own creations to the No Agenda Art Generator website.

Keywords: [darren o'neill](https://search.noagendashow.net/topic/darren-o-neill.md), [lunar economy](https://search.noagendashow.net/topic/lunar-economy.md), [waffle house](https://search.noagendashow.net/topic/waffle-house.md), [scaramanga](https://search.noagendashow.net/topic/scaramanga.md), [ai art](https://search.noagendashow.net/topic/ai-art.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/38.md)

### 39. Executive Producer Donations, Sakura Cup, and The Middle (2:15:24–2:20:13)

Major donors are recognized, including Sir Eric from Opelika, Alabama, who is competing in the Sakura Cup sumo wrestling tournament. Other contributors from Oregon, Georgia, and Hawaii are thanked for supporting the show's mission to provide a "middle ground" in a polarized media landscape. One donor suggested putting the hosts' faces on the $250 bill instead of Donald Trump's.

Keywords: opelika, sakura cup, [sumo](https://search.noagendashow.net/topic/sumo.md), central point, [alpharetta](https://search.noagendashow.net/topic/alpharetta.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/39.md)

### 40. Knighting Ceremony, Chad Bianco, and Image Makers Inc (2:20:13–2:23:55)

Jack Schofield is knighted as "Sir Jacket" following his aggregate donation of $1,000. Leanne Webb from Riverside, California, endorsed Sheriff Chad Bianco for governor, praising his refusal to enforce mask mandates during the pandemic. Linda Lou Patkin of Image Makers Inc is also recognized for her ongoing support and her work in professional resume writing.

Keywords: jack schofield, chad bianco, [riverside county](https://search.noagendashow.net/topic/riverside-county.md), [linda lou patkin](https://search.noagendashow.net/topic/linda-lou-patkin.md), [knighting](https://search.noagendashow.net/topic/knighting.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/40.md)

### 41. Maine Vaccine Exemptions, Boob Donations, and De-Douching (2:23:58–2:28:50)

Dakota Walker requested help finding a medical professional in Maine after the state eliminated religious exemptions for childhood vaccines. Several "boob donations" ($80.08) were received from North Carolina and the Netherlands. The segment also includes "de-douching" friends and thanking numerous donors from Florida, Maryland, and Washington for their contributions to the "No Agenda life raft."

Keywords: [maine](https://search.noagendashow.net/topic/maine.md), [vaccines](https://search.noagendashow.net/topic/vaccines.md), [boob donation](https://search.noagendashow.net/topic/boob-donation.md), [leiden](https://search.noagendashow.net/topic/leiden.md), [snohomish](https://search.noagendashow.net/topic/snohomish.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/41.md)

### 42. Roundtable of Knights, Meetup Reports, and Ukrainian Meetup (2:28:52–2:33:13)

The formal knighting of Sir Jacket is completed with the traditional "hookers and blow" recitation. Meetup reports were received from Keyport, New Jersey, while upcoming events are scheduled for Raleigh, Boise, and a notable gathering in Kiev, Ukraine. Listeners are encouraged to visit noagendameetups.com to find or start local gatherings for "protection and connection."

Keywords: [roundtable](https://search.noagendashow.net/topic/roundtable.md), keyport, [raleigh](https://search.noagendashow.net/topic/raleigh.md), [kiev](https://search.noagendashow.net/topic/kiev.md), [boise](https://search.noagendashow.net/topic/boise.md), [rotterdam](https://search.noagendashow.net/topic/rotterdam.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/42.md)

### 43. Durasac Contractor Bags, Instagram Restoration, and End-of-Show Mixes (2:33:14–2:36:43)

The "tip of the day" recommends Durasac woven contractor bags for heavy-duty cleanup. One host announced their restoration to Instagram under the "no agenda podcast" official handle after being previously banned. The show concludes with a preview of end-of-show mixes from Just Baker and MVP, and a reminder to support the show through the value-for-value system.

Keywords: durasac, [instagram](https://search.noagendashow.net/topic/instagram.md), [end of show mix](https://search.noagendashow.net/topic/end-of-show-mix.md), [just baker](https://search.noagendashow.net/topic/just-baker.md), [mvp](https://search.noagendashow.net/topic/mvp.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/43.md)

### 44. Instagram Follower Goal, Studio Photos, and Final Credits (2:36:44–2:44:53)

The hosts set a goal of 5,000 Instagram followers before posting photos of their home studios. Final credits and a series of end-of-show musical mixes play, incorporating themes of oil prices, political debates, and the value-for-value donation model. The broadcast officially signs off from the Texas Hill Country until the next scheduled episode on Thursday.

Keywords: [instagram](https://search.noagendashow.net/topic/instagram.md), [studio](https://search.noagendashow.net/topic/studio.md), [darren o'neill](https://search.noagendashow.net/topic/darren-o-neill.md), [value for value](https://search.noagendashow.net/topic/value-for-value.md), [end of show mix](https://search.noagendashow.net/topic/end-of-show-mix.md)

[Chapter transcript](https://search.noagendashow.net/episode/1873-supercycle/chapter/44.md)

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