Long-form interviews and conversations with tech, AI, and finance leaders (30min+)
Market technicals have reset to neutral levels supporting potential new highs, while the Supreme Court's ruling against IEEPA-based tariffs merely shifts the administration to alternative legal frameworks with Iran tensions now posing the greater volatility risk.
OpenAI Codex Product Lead Alexandros Birbilis argues AI will augment rather than replace software engineers, predicting a 'compression of the talent stack' toward full-stack generalists while identifying human typing speed and validation work—not compute—as the primary bottleneck to AGI.
Jordi Visser argues that AI-driven deflation is triggering a historic deleveraging of the $800 trillion fiat system, causing capital to rotate from software stocks into scarce assets like Bitcoin as the traditional liquidity correlation between tech and crypto breaks down.
The Supreme Court ruled that President Trump's IEEPA tariffs unconstitutionally usurped congressional revenue authority, forcing a pivot to temporary Section 122 measures while affirming emergency embargo powers; simultaneously, one-third of the US Navy is massing near Iran ahead of a 10-day deadline for nuclear negotiations that could trigger military strikes and oil market shocks.
Guillermo del Toro discusses his lifelong obsession with Mary Shelley's 'Frankenstein,' which he first read at age 11 and identified with the creature's profound loneliness, culminating in an Oscar-nominated adaptation that uses the 1818 text to explore themes of paradox, suffering, and humanity through operatic visuals and meticulously researched period dialogue.
Saagar Enjeti and Michael Tracey debate the significance of Prince Andrew's arrest and Jeffrey Epstein's true nature, contrasting views of Epstein as a sophisticated financial intelligence asset operating above the law versus Tracey's skepticism of what he terms 'Epstein mythology' driven by media sensationalism.
Market veteran Peter Grandich warns that the U.S. debt trajectory has reached an unsustainable tipping point that will force dramatic lifestyle changes within 5-10 years, while predicting the stock market has already peaked and gold enters a consolidation phase before resuming its bull run.
Joe Rogan and comedian Matt McCusker discuss biohacking strategies from creatine loading to fermented foods, examine how algorithms exploit outrage through facial tracking, and analyze suspicious details surrounding Jeffrey Epstein's death and Prince Andrew's legal troubles.
Professor Aswath Damodaran warns that equity markets are dangerously ignoring 'catastrophic risk' as the post-WWII US-centered economic order unravels without a clear replacement, yet sees selective opportunity in beaten-down software stocks whose sticky business models can survive AI disruption if management embraces cannibalization over margin protection.
Professor Eswar Prasad discusses his book 'The Doom Loop,' arguing that globalization's uneven benefits have trapped economics, domestic politics, and geopolitics in a destabilizing feedback loop where populist resentment and zero-sum competition are replacing the post-Cold War order, while Super Bowl ad trends suggest AI may be following crypto into bubble territory.
This episode explores how flawed decision-making stems not from mathematical errors in Bayesian updating, but from people restricting their 'model set'—the range of explanations they're willing to consider a priori. When groups socially exclude certain hypotheses, members invent increasingly convoluted interpretations to maintain their worldview rather than updating beliefs.
Kai Ryssdal argues the U.S. economy presents a stark paradox of soaring corporate profits and record stock markets alongside a fearful, stagnant labor market and dangerous income inequality (Gini coefficient 83), compounded by a complete vacuum of political leadership and institutional decay that threatens long-term stability.