The latest episode of the No Agenda Show, titled 'Caconian,' finds hosts Adam Curry and returning co-host Rob Dew broadcasting from the Texas Hill Country to deconstruct the media narratives shaping the upcoming midterm elections. The duo argues that opposition to AI data centers is being engineered into an anti-Republican wedge issue, citing a Gallup poll showing 7 in 10 Americans oppose local data center construction. Curry frames the data center buildout as a generational economic opportunity comparable to the railroads or the fiber boom of the 1990s, urging listeners to train as electricians, welders, and technicians. 'This is an opportunity for the American people to take money from BlackRock, from Vanguard, from Google, from Meta. Take their money,' Curry says. Dew adds a firsthand account of friends in Alexandria, Virginia being offered $4 million for homes surrounded by existing data centers, illustrating how private equity money is flowing directly to homeowners in affected corridors.
The episode also covers Texas Governor Greg Abbott's reversal after taking $20 million in campaign donations from data center executives, now imposing a construction moratorium. The hosts discuss Flock camera vandalism, Fourth Amendment questions on public roads, and the alleged coming crackdown on infrastructure tampering. They also touch on Confucius Institutes, Pentagon audits of 30 universities, and Chinese national voter fraud charges in Massachusetts.
Curry and Dew delve into Treasury Secretary Scott Bessent's activist bond strategy, a maneuver Curry traces back to Janet Yellen and dubbed 'activist Treasury issuance' by economists Nouriel Roubini and Stephen Miran in 2024. Curry explains how swapping long-term 30-year bonds for short-term T-bills is designed to lower yields and prop up the stablecoin market, with Tether and Circle now controlling more than 80 percent of a $300 billion stablecoin sector projected by Citi to reach $3.5 trillion by 2030. Coverage extends to CENTCOM's stealth Omani shipping corridor moving 10 million barrels of oil daily, Trump's declaration of the Strait of Hormuz as 'American territory,' and Agriculture Secretary Brooke Rollins defending the 300,000-ton Argentine ground beef import deal. A boots-on-the-ground note from a soldier deployed under NAVCENT offers context on USS Lincoln conditions.
