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Podcasts

Long-form interviews and conversations with tech, AI, and finance leaders (30min+)

The Hidden Engine of China’s AI Boom | China Decode
45:24
The Prof G Pod (Scott Galloway) The Prof G Pod (Scott Galloway)

The Hidden Engine of China’s AI Boom | China Decode

China is emerging as the world's dominant exporter of AI tokens—the computational fuel for large language models—delivering 4.12 trillion tokens in one week compared to America's 2.94 trillion at roughly one-sixth the cost, creating a structural advantage that is driving US startups to adopt Chinese models despite escalating geopolitical tensions over data security and technological dependence.

2 months ago · 9 points
Stagflation Dead Ahead From Global Oil Price Shock | Chance Finucane, @OxbowAdvisors
Adam Taggart | Thoughtful Money Adam Taggart | Thoughtful Money

Stagflation Dead Ahead From Global Oil Price Shock | Chance Finucane, @OxbowAdvisors

Oxbow Advisors CIO Chance Finucane warns that despite markets pricing in a swift resolution to the Iran conflict, the US economy faces a return to stagflationary conditions—combining elevated inflation with growth deceleration—while the recent equity rally remains dangerously narrow and driven by just a handful of tech stocks.

2 months ago · 9 points
Ep76 “How Should You Deal with Uncertainty in Today's World?” with Nick Bloom
33:51
My First Million My First Million

Ep76 “How Should You Deal with Uncertainty in Today's World?” with Nick Bloom

Stanford economist Nick Bloom explains the growing divergence between text-based uncertainty measures (newspapers) and market-based metrics (VIX), arguing that while media negativity has hit 200-year highs, actual economic uncertainty likely sits at a moderate 7/10—high enough to freeze hiring but not as extreme as headlines suggest.

2 months ago · 10 points
Will Gold's Rally Hold Or Crash Next? Trader Reveals New Targets | Gary Wagner
34:48
The David Lin Report The David Lin Report

Will Gold's Rally Hold Or Crash Next? Trader Reveals New Targets | Gary Wagner

Technical analyst Gary Wagner applies Elliott Wave theory to forecast gold reaching new all-time highs above $5,600 within 3-6 months after completing its ABC correction at $4,100, while noting the current unusual inverse correlation where gold rises alongside stocks despite falling crude oil prices.

2 months ago · 10 points
Aaron Levie: Everyone is Wrong; We'll Have More Developers in 5 Years
54:55
20VC with Harry Stebbings 20VC with Harry Stebbings

Aaron Levie: Everyone is Wrong; We'll Have More Developers in 5 Years

Aaron Levie argues AI will dramatically increase demand for developers and professional workers, not eliminate them, as coding democratization allows non-tech industries (agriculture, pharma, banking) to automate for the first time, while creating new 'Agent Operator' roles to manage human-AI workflows in regulated enterprises.

2 months ago · 9 points
Inside the Five Days That Remade the Supreme Court
32:28
New York Times Podcasts New York Times Podcasts

Inside the Five Days That Remade the Supreme Court

A New York Times investigation reveals that the Supreme Court's controversial 'shadow docket' originated in a pivotal five-day period in 2016, when Chief Justice Roberts successfully pushed to block Obama's Clean Power Plan through emergency orders, fundamentally altering how the court handles urgent cases with minimal deliberation.

2 months ago · 8 points

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