Podcasts

Stanford Online

Crusoe Energy CEO Chase Lockmiller explains how AI data centers represent history's second-largest infrastructure investment, driven by the economic potential of scalable 'digital labor.' He reveals Crusoe's strategy of building massive AI factories in stranded-power locations like Abilene, Texas, to overcome the industry's critical bottleneck: energized data center capacity.

Cognitive Revolution

Elicit co-founders Andreas Stuhlmüller and Jungwon Byun explain how their platform ensures reliable AI reasoning for high-stakes decisions through a domain-specific language that guarantees execution of structured workflows, serving top life sciences companies while betting that legible, process-supervised reasoning will outperform black-box neural approaches.

The David Lin Report

Gold has corrected 20% from its highs to around $4,300, sparking fears of a 2012-style 50% crash, but technical analyst Gary Wagner argues that unprecedented central bank buying and shifting macro conditions provide fundamental support absent in previous bear markets.

Impact Theory

Tom Bilyeu analyzes the framework for a US-Iran peace deal, arguing that withholding details, front-loading economic benefits, and deferring nuclear negotiations creates a dangerous opportunity for Iran to stall and exploit American political timing.

Latent Space

Joseph Krause explains why AI alone cannot discover new industrial materials—unlike biology, alloys cannot be represented as simple strings and require physical ground truth across synthesis, microstructure, and processing. Radical AI is building self-driving labs to close the loop between AI hypothesis generation and automated experimentation, aiming to compress the 15-30 year materials development timeline.

Joe Rogan Experience

Chase Hughes details a 5.5-hour intravenous DMT experience involving ego dissolution and visionary physical healings, while discussing with Joe Rogan how dreams reveal consciousness constructs reality, the universe may be an infinite fractal recursion, and human certainty acts as a defense against existential vastness.

Jordan Peterson

Jordan Peterson explores how to distinguish authentic thoughts from borrowed opinions by monitoring bodily sensations of weakness versus strength, arguing that confronting one's darkest potential reveals the greatest capacity for good, and that self-betrayal through inauthenticity represents the gravest moral failure.

Adam Taggart | Thoughtful Money

Jeff Currie argues that despite recent peace deal announcements, global oil inventories are racing toward "Day Zero" by mid-July as the SPR hits critical lows, creating a compelling buying opportunity in oil and energy assets due to persistent supply constraints and logistical bottlenecks.

New York Times Podcasts

As the school year ended, a fierce battle emerged between tech companies pushing $100+ million of AI into classrooms and parents worried about cheating and cognitive development, while innovative teachers experiment with strictly controlled AI tools to enhance rather than replace student thinking.

The David Lin Report

Chris Batalha outlines why the global shift to green steel is creating a critical shortage of high-purity iron ore, a resource only available at scale in Brazil and Quebec, while highlighting how Oceanic Iron Ore's Quebec project eliminates typical rail costs by sitting just 25 kilometers from port.

New York Times Podcasts

Filmmaker Julian Brave Noisecat shares how reconnecting with his absent father through cannabis rituals and invented games like "Bong Hit Scrabble" helped heal decades of intergenerational trauma rooted in residential school violence, as he prepares to become a father himself.

The David Lin Report

David Rosenberg argues markets are prematurely euphoric over the preliminary Iran deal while ignoring that inflation is already below target when adjusted for energy, the labor market is stagnant with decelerating wages, and rising real interest rates pose the primary threat to equities if 10-year yields breach 5%.