🎙️ Podcasts

My First Million

Stanford GSB professors Anat Admati and Amit Seru examine the Federal Reserve's evolution from a narrow monetary authority into an interventionist economic powerhouse, warning that mission creep, regulatory failures, and blurred lines between liquidity and solvency crises now threaten the central bank's independence and credibility as Kevin Warsh potentially takes leadership.

My First Million

Former Energy Secretary Ernest Moniz argues that meaningful climate progress requires preparing affordable technologies now—mirroring the 1990 Clean Air Act—while integrating equity and security into climate policy to avoid public backlash when political consensus inevitably shifts.

The David Lin Report

Fund manager David Busch analyzes the economy at a critical inflection point, highlighting persistent inflation, restrictive Fed policy under incoming chair Kevin Warsh, and a major capital rotation from Big Tech into AI infrastructure plays, while warning of stressed consumers and tariff volatility.

The Diary of a CEO

Panelists analyze escalating US-Iran tensions, citing military asset movements and diplomatic breakdowns as indicators of imminent strikes, while debating the risks of regime change without a clear succession plan versus allowing Iran to achieve nuclear enrichment capabilities.

20VC with Harry Stebbings

Lucas Swisher explains how AI disruption is destroying traditional SaaS terminal values and driving platform companies to stay private longer, forcing growth investors to prioritize gigantic TAMs and double-down strategies over entry price optimization.

Impact Theory

The video analyzes escalating international crises, focusing on Mexico's descent into chaos after the US-backed killing of cartel kingpin El Mencho triggered widespread paramilitary retaliation from the CJNG cartel. It also covers Iran's nuclear timeline, provocative statements by Ambassador Huckabee on Israeli expansion, and the indictment of Bill Gates in the Netherlands.

Huberman Lab

Dr. Tony Wyss-Coray discusses breakthrough research showing that blood-borne factors from young organisms can rejuvenate aged brains and tissues, with human clinical trials demonstrating that therapeutic plasma exchange may reverse cognitive decline and epigenetic aging markers in Alzheimer's patients and healthy older adults.

The Prof G Pod (Scott Galloway)

Investors have rotated aggressively from AI-driven tech stocks into defensive sectors like consumer staples and energy, causing valuation multiples to invert and creating potential value opportunities in oversold software companies.

Bankless

A crypto trader executes a live Bitcoin scalp long at $67.3K based on trapped shorts and VWAP confluence, targeting a move to $72K while emphasizing that successful trading depends on risk management rather than predicting market direction.

Jordan Peterson

Jordan Peterson explains how to detect inauthenticity through physiological 'subception' and bodily feelings of weakness versus strength, while examining how innate intelligence, conscientiousness, and biologically-rooted personality traits shape academic and social outcomes.

Cognitive Revolution

MiniMax researcher Olive Song details how their 10B-parameter M2 model achieves state-of-the-art coding and agentic performance through interleaved thinking patterns, systematic environment perturbations, and tight feedback loops with in-house expert developers.

We Study Billionaires (TIP)

Constellation Software (CSU) has experienced its largest drawdown ever, falling 50% amid AI disruption fears, creating a potential buying opportunity in a high-quality compounder often called the "Berkshire Hathaway of software." The company operates a decentralized model acquiring over 1,000 niche vertical market software businesses with a permanent capital mindset under founder Mark Leonard, who recently stepped down due to health concerns.