🎙️ Podcasts

The David Lin Report

Fund manager Matthew Tuttle argues that while AI may be in a bubble, it differs from March 2000 due to tangible infrastructure constraints; investors should focus on memory, photonics, and energy bottlenecks while avoiding broad software exposure and practicing strict position sizing rather than attempting to time the top.

How I Built This (NPR)

Amid historic political instability that has seen seven prime ministers in ten years since Brexit, Keir Starmer resigned due to record-low approval ratings, positioning Manchester Mayor Andy Burnham as his likely successor while the UK navigates strained US relations and deepens its military commitment to Ukraine.

Latent Space

OpenAI Chief Research Officer Mark Chen discusses the company's research philosophy while cooking Korean tofu stew, emphasizing that scaling laws remain robust, reinforcement learning excels in objective domains, and successful research organizations balance top-down vision with bottom-up conviction.

The Pomp Podcast

Darius Dale argues the Fed is conducting 'financial repression' by maintaining hawkish rhetoric while effectively abandoning the 2% inflation target to avoid market panic. He identifies monetary drivers like deficit spending and credit growth as true inflation predictors rather than expectations, while warning that a K-shaped economy is pushing consumer delinquencies toward crisis levels despite aggregate resilience.

The Prof G Pod (Scott Galloway)

Falling birth rates reflect a crisis in relationship formation among young people who cannot achieve the stability to couple up, driven by housing insecurity, the decline of economically viable men, and digital isolation—particularly acute in the English-speaking world where mental health has deteriorated fastest.

The David Lin Report

Technical strategist Chris Vermeulen warns that multiple asset classes face significant corrections, with the S&P 500 potentially dropping 18-24%, gold retreating 17% to $3,300-$3,600, and Bitcoin targeting $44,000 or potentially $16,000, as market internals and utility outperformance signal institutional risk-off positioning.

Jordan Peterson

Jordan Peterson argues that postmodernism emerged as an intellectual refuge for discredited Marxist ideology, transforming class struggle into identity-based oppression while rejecting objective truth—a combination he warns is psychologically destabilizing and historically catastrophic.

Interesting Times with Ross Douthat

Author Louise Perry argues that the sexual revolution, while granting women autonomy through contraception and workforce participation, ultimately failed women by creating a hookup culture that exploits biological asymmetries, leaving modern feminism caught between ineffective consent education and the reality of male sexual violence.

20VC with Harry Stebbings

Google is hemorrhaging elite AI talent to startups offering research autonomy, while the industry faces an existential threat from China-subsidized open source models that threaten to collapse the economics of closed-source AI, raising Wall Street's critical question of who will ultimately pay for the $725 billion infrastructure buildout.

Impact Theory

Host Tom Bilyeu critiques economist Gary Stevenson's advocacy for wealth taxes, arguing that such taxes are economically destructive because they target theoretical asset values rather than tangible income, while identifying central bank money printing and deficit spending as the true drivers of wealth inequality.

Huberman Lab

Dr. Layne Norton explains that while 'calories in, calories out' is technically accurate, the physiology is complex due to variable metabolizable energy, different thermic effects of macronutrients, and individual metabolic factors; he establishes protein intake (1.6g/kg+) as the primary lever for body composition, noting that plant-based diets require isolated sources or leucine supplementation to match animal protein efficacy.

The David Lin Report

Prediction markets aggregate global intelligence through capitalist competition to forecast events with greater accuracy than traditional polling, while offering investors unique tools to hedge risk, profit from market declines, and gain leveraged exposure to specific outcomes across politics, crypto, and economics.