This week on the pod, we talk with investor, entrepreneur and longtime market strategist Frank Holmes about gold, Bitcoin, geopolitics and one of the oldest forces in economics: scarcity. After more than four decades investing in gold and commodities, Frank was an early investor in Bitcoin and saw it as a digital store of value with some of the same characteristics that made gold valuable for centuries. We dig into what traditional investors missed about Bitcoin, whether gold and Bitcoin are really competitors, and what geopolitical conflict, sanctions, inflation and currency uncertainty can tell us about both assets. We also get into Frank’s bigger thesis: in an increasingly digital economy, the things that become scarce, whether they are gold, Bitcoin, energy or computing power, can become increasingly valuable.

Frank Holmes is an investor, entrepreneur and longtime market strategist with more than four decades of experience in gold, commodities and global markets. He is CEO and Chief Investment Officer of U.S. Global Investors, which he has led since acquiring a controlling interest in 1989. Frank was also an early investor in Bitcoin, recognizing its potential as a digital store of value alongside gold. His involvement later expanded into Bitcoin mining and digital infrastructure. Today, as Executive Chairman of HIVE Digital Technologies, he focuses on the intersection of Bitcoin, high-performance computing and AI, and the growing demand for the power and compute behind them. His career gives him a unique perspective on the evolution from traditional hard assets like gold to digital assets like Bitcoin, and what may become scarce in an increasingly digital economy.

This week on the pod, we talk with Olivier Roth, Co-Founder and Chief Growth Officer of The Swarm, about what happens when AI starts mapping the human relationships behind business.

Companies have mountains of relationship data sitting inside their employees, customers, investors, partners, advisors, CRMs, and inboxes. But knowing that two people have exchanged emails or worked at the same company doesn't necessarily mean one of them would actually pick up the phone. So how do you teach AI the difference between a connection and a real relationship?

Olivier explains how The Swarm uses AI and relationship intelligence to help companies find the people who can actually open doors, rather than relying on LinkedIn searches, cold emails, and endless asking around. We also get into the uncomfortable questions: When does relationship intelligence become creepy? Who actually owns the relationships inside a company? And can AI really understand trust, credibility, and willingness to make an introduction?

If AI can eventually understand not just what we know, but who we know and how those relationships actually work, cold outreach may start to look very different.

Olivier Roth is the Co-Founder and Chief Growth Officer of The Swarm, a technology company helping businesses find smarter ways to grow through the people and connections they already have. Olivier works at the intersection of AI, relationship intelligence, and business development, helping companies uncover warm introductions, move away from cold outreach, and get more value from tools they already use, including CRMs and Clay.

On this episode we talk with Eliza Jacobs, VP of Safety Product Policy at Roblox, about what it actually takes to keep one of the world’s biggest online platforms safe for kids.

Eliza takes us behind the scenes of Roblox’s approach to safety, from building safety into the product from the start to moderating millions of user-created experiences, handling reports, and dealing with the unique challenges of real-time voice chat. We also dig into the growing debate around age verification, privacy, and how platforms can protect younger users without creating an entirely new set of problems.

And because Roblox is a huge part of how millions of kids spend their time online, we ask the questions parents actually want answered: What happens when a child reports someone? How does Roblox detect inappropriate interactions? What can parents realistically expect from the platform? And, most importantly, is there any secret way to get your kid some free Robux?

Your kids are on Roblox so this is a conversation worth hearing.

Eliza Jacobs is the VP of Safety Product Policy at Roblox, where she is responsible for our external Community Standards and the internal interpretation and enforcement of those policies. Prior to joining Roblox, she was the Head of Product Policy at Airbnb, joining in 2016 as the third member of the broader Community Policy team and helping it grow to 18 people in five offices across the globe. Eliza started her tech journey at Etsy, where she worked in a wide variety of Trust and Safety roles and learned the ropes of product, policy, and operations. She began her career as a lawyer, practicing as a securities litigator in New York before making the switch to Trust and Safety.