Podcasts

The David Lin Report

Silver Tiger Metals CEO Glenn Jessome warns that primary silver mines are vanishing (from 52 to 38 operational), creating a severe supply deficit against booming tech and defense demand. With the US newly designating silver as a critical mineral amid Chinese supply chain weaponization, Jessome predicts structurally higher prices, potentially reaching $300 this cycle, while his company's El Tigre mine prepares to become one of the only new primary silver producers in 2027.

All-In Podcast

Exiled Prince Reza Pahlavi outlines a comprehensive vision for post-regime Iran, positioning himself as a neutral transitional leader to guide the country toward secular democracy and economic liberalization while projecting $1 trillion in U.S. business opportunities within the first decade.

20VC with Harry Stebbings

Lead Edge founder Mitchell Green argues that venture capital is overrun with value-destroying 'tourists,' predicts China and ByteDance will dominate AI, and advises buying profitable software incumbents during the current downturn while avoiding profitless growth companies with no valuation floor.

The Pomp Podcast

The US economy is experiencing a historic bifurcation where AI-driven tech giants power market gains while traditional sectors face a bloodbath from high rates, creating unprecedented volatility that breaks historical economic relationships and positions Bitcoin as the essential hedge against a capital structure too slow for AI's acceleration.

The David Lin Report

Bison Interests CIO Josh Young warns that the ongoing closure of the Strait of Hormuz could propel oil prices to $200-$250 per barrel—a supply shock mirroring COVID's demand collapse in reverse—as markets dangerously underestimate the conflict's duration and policymakers have depleted the emergency reserves designed for exactly this scenario.

Joe Rogan Experience

Shakur Stevenson breaks down his dominant tactical performance against Tafimo Lopez, emphasizing that elite defense and ring IQ stem from decades of disciplined training starting at age five, while outlining his philosophy on brain health, learning from Terence Crawford, and achieving financial independence to exit boxing on his own terms.

Dwarkesh Patel

Renaissance humanists tried to revive Roman virtue through classical education to create better rulers, but when this 'osmosis' approach failed spectacularly, the technological democratization of ancient texts accidentally fostered the empirical mindset that sparked the scientific revolution.

80,000 Hours Podcast (Rob Wiblin)

Advanced AI could compress centuries of progress into years, forcing humanity to make existential decisions faster than ever; developing targeted AI decision-making tools now could help society navigate this critical period by improving collective intelligence before dangerous capabilities emerge.

New York Times Podcasts

The Avett Brothers' bassist Bob Crawford discusses his journey from touring musician to presidential biographer, explaining how his lifelong obsession with American history led to writing 'America's Founding Son,' which explores John Quincy Adams' unique post-presidential career in Congress.

a16z Podcast

Atlassian CEO Scott Farquhar and a16z's Alex Rampell argue that while AI threatens seat-based SaaS pricing, systems of record will thrive by evolving from passive databases into autonomous agents that perform complex work, rendering "vibe coding" insufficient for enterprise edge cases.

The Prof G Pod (Scott Galloway)

Legendary investor Steve Eisman argues that while the Iran conflict creates short-term volatility, the greatest systemic risks lie in the opaque $2 trillion private credit market and unsustainable AI valuations, drawing parallels to 2008 regarding hidden leverage and data opacity.

All-In Podcast

Emil Michael joins the All-In Podcast to discuss 'Operation Epic Fury' against Iran, explaining the administration's strategy of short-duration decapitation strikes to disable nuclear and terror capabilities without regime change, while co-hosts argue these operations are calculated to secure oil leverage over China ahead of critical April negotiations.