🎙️ Podcasts

Machine Learning Street Talk

Deep learning pioneer Jeremy Howard argues that 'vibe coding' with AI is a dangerous slot machine that produces unmaintainable code through an illusion of control, contrasting it with his philosophy that true software engineering insight emerges from interactive exploration (REPLs/notebooks) and deep engagement with models, drawing on his foundational ULMFiT research to demonstrate how understanding—not gambling—drives sustainable productivity.

Impact Theory

An ex-CIA spy reveals that official US intelligence assessments from March 2025 explicitly stated Iran posed no WMD threat, contradicting the June 2025 bombing justification, and argues the attacks serve Trump's personal legacy and brand protection rather than documented national security priorities.

Bankless

Crypto analyst CryptoKit warns of imminent Bitcoin downside based on bear flag formations and historical midterm year cycles, while noting traditional markets and commodities are experiencing heightened volatility due to geopolitical tensions in the Middle East.

The Prof G Pod (Scott Galloway)

Despite the US entering war with Iran and threats to the Strait of Hormuz, oil prices rose only 7% rather than the feared 20% as markets bet on a swift resolution that could actually increase Iranian crude exports. Simultaneously, OpenAI closed a record $110 billion funding round and secured a Pentagon partnership within 24 hours of rival Anthropic being blacklisted for refusing to loosen AI safety guardrails for military use.

The Knowledge Project (Shane Parrish)

Vlad Tenev recounts the acute 2021 GameStop trading crisis driven by overnight collateral demands and viral misinformation, contrasting it with the slower burn of 2022's 80% valuation collapse, which forced a strategic pivot from pure trading to a diversified fintech platform with eleven revenue streams.

All-In Podcast

Ray Dalio warns the U.S. is in a critical phase of the long-term debt cycle with unsustainable 40% deficit spending and 600% debt-to-revenue ratios, driving central banks and investors toward gold as the only true hard money alternative while Bitcoin fails as a hedge due to tech-stock correlation and institutional limitations.

The Prof G Pod (Scott Galloway)

Fareed Zakaria analyzes the US-Israel military campaign against Iran, arguing that while the upside involves regime collapse and defanging Iran's regional power, the highly institutionalized nature of the regime makes survival likely without ground forces, while Iran's attacks on Gulf States have backfired by unifying regional support against them.

The David Lin Report

David Hay argues that the 'Fourth Turning' crisis period is triggering an end to American market exceptionalism, with capital already rotating out of overvalued US equities into international markets and hard assets, requiring investors to take profits on parabolic moves and raise cash.

The David Lin Report

Market strategist Chris Vermeulen analyzes the initial market reaction to US strikes on Iran, interpreting oil's 11-12% spike as a temporary capitulation move within a bearish trend and viewing stocks' sharp morning reversal as evidence of persistent "buy the dip" mentality, though he remains defensive in cash.

New York Times Podcasts

Following the death of Iran's Supreme Leader in US-Israeli strikes, Iran faces a historic transformation as a polarized population reacts with both street celebrations and religious mourning, while the regime struggles to maintain control through pre-planned succession mechanisms despite losing its top leadership.

20VC with Harry Stebbings

Monday.com CEO Eran Zinman confronts the 'SaaS apocalypse' sentiment that has slashed software valuations, arguing that while AI threatens to reduce legacy tools to passive databases, companies that pivot to agentic software capable of autonomously executing 70-80% of work will capture a market expanding 100x as enterprise spending shifts from headcount to technology.

Impact Theory

The US offensive against Iran is driven primarily by economic imperatives to protect over $2 trillion in Gulf investment commitments, with Trump prioritizing aerial strikes and regime destabilization over ground invasion to secure regional stability and oil flow through the Strait of Hormuz.