Long-form interviews and conversations with tech, AI, and finance leaders (30min+)
Andy Schectman details unprecedented physical delivery demands draining COMEX inventories, with sovereign entities likely accumulating gold and silver at historic rates while suppressed paper prices misdirect retail investors, creating conditions for a potential systemic liquidity crisis.
Brett Heath predicts a 'soft default' on US debt within 2-3 years as $40 trillion in debt becomes unsustainable, driving central banks to abandon US treasuries for gold as the new global reserve asset.
NVIDIA Research reveals architectural breakthroughs targeting 16,000 tokens/sec inference speeds through radical data movement reduction, while recounting how the 500-person team previously pioneered the company's AI, networking, and ray tracing transformations.
Jordan Peterson examines Jean Piaget's genetic epistemology to demonstrate that human consciousness is fundamentally embodied and action-oriented rather than passively perceptual, while arguing that the modern crisis of meaning stems from science undermining religious structures without replacement, and that the personality trait of conscientiousness—specifically industriousness and orderliness—is the strongest predictor of long-term success.
Macro strategist Jim Welsh maintains his bearish S&P 500 outlook, predicting a further drop to 6,000-6,200 driven by unresolved Middle East escalation and technical downtrend patterns, while advising investors to stay defensive and raise cash ahead of volatile oil and gold price swings.
As the U.S. wages war against Iran without consulting NATO allies, European nations are refusing to join offensive operations due to strategic skepticism and Iraq-era trauma, even as they are economically dragged into the conflict through skyrocketing energy costs and the blocked Strait of Hormuz.
Anduril CEO Trey Stephens and Palantir's Sean Sankar argue that rebuilding America's defense requires moving away from specialized defense contractors toward a dual-use industrial model that leverages Silicon Valley's product-led approach and private capital to close dangerous manufacturing gaps with China.
Dr. Dacher Keltner explains how awe provides measurable health benefits like reduced inflammation and improved vagal tone, while exploring the expansion of emotion science from six basic facial expressions to over twenty distinct states, and the complex relationship between emotional feelings, motor patterns, and language.
Jordan Peterson argues that adopting universal ideological 'isms' constitutes a pathological escape from individual authenticity. He contrasts the terrifying responsibility of meaningful existence with the deceptive comfort of nihilism, while critiquing postmodernism and Marxism as intellectually bankrupt systems that enable societal brutality.
Money manager Michael Pento warns that a 'triumvirate of bubbles' in stocks, credit, and real estate combined with the Iran war oil shock has pushed recession odds above 50%, prompting a defensive shift in his proprietary model to protect against impending demand destruction.
Anthropic grew from $1B to $19B ARR in just 14 months by prioritizing model excellence over traditional marketing, with the growth team spending 70% of their time firefighting 'success disasters' while using Claude itself to automate experimentation through their 'CASH' initiative.
This episode analyzes Constellation Software's smaller spinoffs and copycats—including Topicus, Lumine Group, Signity, and Aiko Poland—as potential 'next 10-baggers' that replicate the vertical market software (VMS) acquisition playbook without facing the law of large numbers constraining their parent company.