The latest episode of the No Agenda Show, Episode 1897, titled 'Caconian', features host Adam Curry and guest co-host Sir Deucifer (Rob Dew) broadcasting from the Texas Hill Country. The episode dissects how the upcoming midterm elections are shaping major news narratives, from AI data center opposition to affordability messaging, beef imports, and U.S. posture at the Strait of Hormuz. The show also honors the late John C. Dvorak with the newly launched Order of the Ant.
Curry and Dew argue that opposition to AI data centers has been engineered into an anti-Republican wedge issue, citing a Gallup poll showing 7 in 10 Americans oppose local data center construction. They point to Texas Governor Greg Abbott's reversal after receiving $20 million in campaign donations from data center executives, now imposing a construction moratorium. The hosts also discuss Flock camera vandalism, Fourth Amendment questions on public roads, and an alleged coming crackdown on infrastructure tampering.
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 flows directly to homeowners.
The episode also covers Treasury Secretary Scott Bessent's activist bond strategy, dubbed 'activist Treasury issuance' by economists Nouriel Roubini and Stephen Miran. 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 controlling over 80 percent of a $300 billion stablecoin sector projected by Citi to reach $3.5 trillion by 2030. The discussion 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.
The hosts push back on the framing that data centers are inherently harmful, and they delve into the implications of the Clarity Act for stablecoins. They also touch on Confucius Institutes, Pentagon audits of 30 universities, and Chinese national voter fraud charges in Massachusetts. A boots-on-the-ground note from a soldier deployed under NAVCENT offers context on USS Lincoln conditions.
No Agenda is a long-running, listener-supported podcast hosted by Adam Curry and John C. Dvorak, known for sharp commentary and media deconstruction. Episode 1897 is available now wherever podcasts are heard, and through modern podcast apps at podcastapps.com.
