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Conversations with Tyler (Tyler Cowen)

On the 250th anniversary of *The Wealth of Nations*, economist Maria Pia Paganelli reframes Adam Smith not as a simplistic apostle of self-interest, but as a sophisticated critic of institutional power who exposed how special interests capture the state to benefit at society's expense, while emphasizing that understanding wealth creation is literally a matter of life and death for the most vulnerable.

In Good Company (Nicolai Tangen)

Swiss Re CEO Andreas Berger explains how the world's largest reinsurer manages global risk through diversification across life, property, and corporate lines, while emphasizing that population growth in catastrophe-prone areas—not just climate change—is driving record insurance losses and requiring a fundamental shift toward prevention and public-private partnerships.

The David Lin Report

Veteran fund manager George Noble warns that markets are undergoing a 'regime change' from US tech dominance toward reflation assets, urging investors to avoid software stocks facing potential 90% crashes and ineffective bond hedges while rotating into undervalued energy, gold miners, and emerging markets.

Bloomberg Technology

Amazon launches one of history's largest corporate bond sales targeting up to $42 billion to fund AI infrastructure, while the Pentagon accelerates deployment of Google's AI agents for military operations and cuts ties with Anthropic, and legal tech startup Legora raises $550 million to shift law firms from hourly billing to AI-driven outcomes.

The David Lin Report

Silvercore Metals President Lon Shaver explains why silver is 'firing on both cylinders' due to concurrent surges in industrial and investment demand, while detailing how the company achieved 4x stock growth through disciplined capital allocation and strategic acquisitions in Ecuador and Kyrgyzstan.

GaryVee

GaryVee argues that impatience driven by insecurity leads to failure, while true success requires playing the long game, staying authentic, and embracing disruptive technologies like AI without succumbing to weaponized fear.

The David Lin Report

Technical trader Kevin Steuer warns that escalating Middle East tensions and oil volatility are creating a high-risk environment for markets, sharing his proprietary confluence-based indicators and revealing why he has moved to 41% cash while awaiting clearer directional signals.

Reuters

White House Press Secretary Karoline Leavitt reported that Operation Epic Fury is ahead of schedule with significant degradation of Iranian military capabilities, while addressing temporary oil price increases and urging Congress to pass the Save America Act and fund the Department of Homeland Security.

Joe Rogan Experience

Michael Shellenberger argues that Trump's military action against Iran signals the collapse of the post-war rules-based international order, replaced by unilateral presidential decision-making that operates outside traditional diplomatic frameworks and expert oversight, while creating significant domestic security vulnerabilities.

80,000 Hours Podcast (Rob Wiblin)

While advanced AI could theoretically undermine nuclear deterrence by tracking hidden arsenals or disabling command systems, the brutal physics of undersea warfare and inevitable move-countermove dynamics make the complete erosion of secure second-strike capabilities unlikely, preserving the 'balance of nerves' that limits great power coercion.

The Prof G Pod (Scott Galloway)

The Iran conflict is disrupting 20% of global oil through the Strait of Hormuz, creating potential for oil prices to surge from $100 to $150 per barrel while paradoxically strengthening China's geopolitical position despite its energy vulnerabilities.

WIRED

Dr. Amy Shaw explains how historical exclusion of women from medical research created dangerous knowledge gaps in healthcare, while providing evidence-based guidance on optimizing hormonal health through cycle awareness, targeted nutrition, and proactive fertility planning.