Long-form interviews and conversations with tech, AI, and finance leaders (30min+)
Neera Tanden and Scott Galloway analyze how the Trump administration's tariff policies and contradictory housing stance worsen affordability, while big tech platforms like Uber hike prices post-consolidation, creating an economic squeeze where first-time homebuyers now average age 40 and healthcare costs remain inflated by opaque middlemen.
Mala Gaonkar, founder of SurgoCap Partners, details her concentrated investment strategy focused on identifying rare businesses with durable competitive advantages across four verticals, emphasizing that every company is a technology business and that small teams combined with data science create an edge in identifying how legacy technologies disrupt traditional industries.
NPR's Olympic team reports from Italy on the dramatic storylines heading into the 2026 Winter Olympics, from Lindsey Vonn's ACL tear comeback to rising stars and political tensions affecting Team USA.
CPM Group's Jeff Christian analyzes the simultaneous crash in stocks, Bitcoin, and precious metals as a symptom of weakening US labor markets and persistent inflation, arguing that the Fed faces an impossible choice between cutting rates to prevent recession or holding firm to fight inflation, while extreme volatility in gold and silver reflects massive safe-haven flows into dangerously small markets.
Derek Thompson argues that despite living in a 'golden age of longevity' where murders, overdoses, suicides, and obesity are simultaneously declining for the first time in history, Americans feel miserable due to algorithm-driven negativity bias and toxic social comparison, while AI tools like Claude Code are poised to fundamentally reshape white-collar work by making every employee an AI manager.
Goodfire AI, now valued at $1.25 billion after a $150 million Series B, is pioneering the use of mechanistic interpretability to move beyond analyzing AI models to actually designing them—enabling surgical edits to model behavior for production applications ranging from bias removal to PII detection.
Coupin Silver CEO Jim McDonald argues that silver's historic breakout to $100 is sustainable due to structural supply deficits and new central bank buying, with prices potentially reaching $150-$300 as mining stocks remain severely undervalued and the sector follows a predictable rally sequence from producers to developers.
GaryVee argues that TikTok Shop affiliate marketing represents a 2012-era social media gold rush where everyday people can earn significant income without existing followings, requiring only the willingness to create authentic product content and overcome the pessimistic 'no' mindset that prevents action.
NVIDIA's Cosmos Labs showcases how Cosmos Reason vision-language models enable physical AI applications, from socially-aware humanoid robots that interpret human intent and spatial cues, to automated video analytics systems processing hundreds of live streams, and synthetic data pipelines that filter physically impossible training scenarios.
Archaeological researcher Raul Bilecky documents the catastrophic looting of Peru's ancient sites while presenting evidence of deep, precision-cut megalithic structures that predate known civilizations, arguing that academic gatekeeping and government corruption are systematically destroying or ignoring humanity's true history.
![How Investors Are Using AI [Business Breakdowns: Episode 240]](https://i.ytimg.com/vi/o2fm15GD5mo/hqdefault.jpg)
David Plawn explains how investors are leveraging AI to solve fundamental research bottlenecks—specifically information overload, idea generation, and position monitoring—while emphasizing that effective AI use requires treating prompts like delegating to a smart but context-lacking analyst and calibrating accuracy requirements based on the research stage.
Individuality requires navigating the tension between necessary social conformity and personal resentment, while maintaining psychological sanity through disciplined routine and genuine relationships that challenge and transform you.