Podcasts

The David Lin Report

Gary Thompson, CEO of Brixton Metals, argues that the recent sharp correction in gold and silver prices reflects a short-term "fear trade" driven by Middle East tensions rather than deteriorating fundamentals, with the six-year silver supply deficit and emerging battery technology demand creating a compelling buying opportunity for mining equities.

Lenny's Podcast

Product leaders often fail to influence executives because they center their own perspectives instead of understanding how executives actually think, make decisions, and operate in their chaotic, context-switching world.

We Study Billionaires (TIP)

Kelly Partners Group (KPG) is an Australian serial acquirer consolidating fragmented accounting and tax firms through a unique "partner-owner-driver" model that incentivizes original owners to remain. After a 50% stock decline from early 2025 highs, the company—valued at roughly A$300 million with minimal share dilution and founder ownership near 50%—presents an early-stage opportunity analogous to Constellation Software but within essential, relationship-driven professional services.

Joe Rogan Experience

The hosts navigate technical streaming chaos while analyzing the UFC's upcoming White House event, revealing how presidential security costs and contract disputes torpedoed the 'greatest card ever' promises, as Netflix's entry into MMA disrupts traditional fighter pay structures.

Adam Taggart | Thoughtful Money

The S&P 500 broke below its 200-day moving average for the first time in 214 days amid geopolitical oil shocks, creating a dangerous divergence as analysts raise earnings estimates while markets price in the risk of prolonged high energy costs crushing consumer spending.

20VC with Harry Stebbings

Figma CRO Shaunt Voskanian explains how the company reached $1B ARR by eliminating traditional CS and SDR teams entirely, instead building a sales-led outbound machine that expands existing PLG accounts through prescriptive education rather than inbound upgrades.

The Pomp Podcast

Jordi Visser warns that institutional paralysis over the Iran conflict is masking a rapidly accelerating commodity bull market reminiscent of the 1970s, with Asian oil prices already hitting $170 and real-time inflation metrics doubling in weeks, positioning Bitcoin as the primary hedge against the coming credit contraction and scarce resource environment.

The David Lin Report

Bloomberg Intelligence strategist Mike McGlone warns that the Strait of Hormuz closure has catalyzed the beginning of a severe global recession, predicting a third 50% S&P 500 drawdown since 2000, oil crashing to $40-50 per barrel, Bitcoin collapsing to $10,000, and gold falling to $4,000 as deflationary forces overwhelm historically overvalued markets.

Adam Taggart | Thoughtful Money

Jonathan Wellum warns that fundamentals point to a likely market retrenchment as rising interest rates, energy-driven inflation, and Middle East geopolitical instability converge to pressure an already indebted global economy, urging investors to maintain strict discipline and long-term focus during increased volatility.

Jordan Peterson

Jordan Peterson argues that happiness cannot be life's purpose because tragedy inevitably strikes; instead, mental health is found in shouldering responsibility and being "more use than trouble" during crises, while truth is discovered through individual moral effort rather than crowd consensus.

The David Lin Report

Gold has plunged 18% from January highs to around $4,600, breaking key technical support levels and triggering fears of a bearish pivot. Analyst Gary Wagner argues this may be a deep correction rather than trend reversal, attributing the sell-off to institutional rotation into crude oil amid Middle East tensions while maintaining his $6,000 year-end price target.

Latent Space

David Singleton introduces Dreamer as an 'Agent OS' that combines a personal AI Sidekick with a marketplace of tools and agents, enabling both non-technical users and engineers to build, customize, and deploy AI applications through natural language while maintaining privacy through centralized, OS-level architecture.