🎙️ Podcasts

The David Lin Report

Economist Steve Hanke argues that while current oil supply disruptions pose less structural risk than the 1979 crisis due to improved US energy independence and lower oil intensity, the market faces greater danger from an existing stock market bubble and accelerating money supply growth that threatens persistent inflation regardless of oil prices.

Bankless

Technical analyst Ahmed warns that Bitcoin could drop to $60K-$58K if it loses the $65.6K support level, emphasizing a structured bearish setup where traders should avoid shorting breakdowns and instead wait for relief pumps to enter positions, while highlighting that Ethereum and altcoins are too fragile to withstand such a move.

Latent Space

NVIDIA engineers discuss securing AI agents through the 'two of three' capability rule, the evolution of Brev from startup to NVIDIA's developer experience layer, and how DGX Spark bridges local and cloud GPU workflows for a broader developer audience.

Cognitive Revolution

Former YC founder Jesse Genet, despite having no prior coding experience, built a team of five specialized AI agents running on local Mac Minis to manage her homeschool curriculum, finances, and content creation, freeing her to spend more time engaged with her four young children.

Jordan Peterson

Peterson argues that personality transformation through voluntary 'death and rebirth' of outdated structures is more vital than static traits, while warning that conscientiousness becomes pathological when extreme, and that deceit distorts memory into pathology.

TED

Legendary songwriter Jason "Poo Bear" Boyd explores music's technological evolution from reel-to-reel to AI, arguing that while artificial intelligence serves as a valuable creative tool, the irreplaceable human soul ensures authentic artistry will always cycle back to analog warmth and live performance.

Lenny's Podcast

Applied Intuition CEO Qasar Younis discusses how his $15 billion company powers autonomous vehicles across industries from farming to defense, arguing that AI will reduce net human suffering through abundance while urging people to understand the technology's limitations to overcome misplaced fears.

We Study Billionaires (TIP)

Duolingo trades at a surprisingly reasonable valuation of 20x free cash flow despite 30% growth, but investors are divided on whether its gamified learning model can overcome high user churn and limited fluency outcomes to capture a trillion-dollar education market.

Bankless

A crypto trader details how he executed a high-conviction short on Bitcoin at $72,000-$74,000 by exploiting a liquidity grab above range highs, using order flow data to confirm trapped longs rather than traditional technical indicators.

The David Lin Report

Silver Tiger Metals CEO Glenn Jessome warns that primary silver mines are vanishing (from 52 to 38 operational), creating a severe supply deficit against booming tech and defense demand. With the US newly designating silver as a critical mineral amid Chinese supply chain weaponization, Jessome predicts structurally higher prices, potentially reaching $300 this cycle, while his company's El Tigre mine prepares to become one of the only new primary silver producers in 2027.

All-In Podcast

Exiled Prince Reza Pahlavi outlines a comprehensive vision for post-regime Iran, positioning himself as a neutral transitional leader to guide the country toward secular democracy and economic liberalization while projecting $1 trillion in U.S. business opportunities within the first decade.

20VC with Harry Stebbings

Lead Edge founder Mitchell Green argues that venture capital is overrun with value-destroying 'tourists,' predicts China and ByteDance will dominate AI, and advises buying profitable software incumbents during the current downturn while avoiding profitless growth companies with no valuation floor.