🎙️ Podcasts

The David Lin Report

Hedge fund manager Thomas Hayes warns that the S&P 500's record rally is dangerously concentrated in AI stocks trading at bubble valuations (up to 100x sales), while 'real economy' sectors languish due to Iran war uncertainty; he predicts a violent rotation into the 'everything trade' once geopolitical tensions resolve, cautioning that AI hyperscalers are funding unsustainable capex through dilutive equity raises and accounting gains rather than operating cash flow.

My First Million

Demis Hassabis recounts DeepMind's 30-year mission to build artificial general intelligence as the ultimate tool for scientific discovery, tracing pivotal breakthroughs from Atari to AlphaGo and AlphaFold while emphasizing that AI's greatest value lies in accelerating human expertise rather than replacing it.

The Pomp Podcast

Andrew Kang, CEO of Robo Strategy and former crypto investor, argues that humanoid robotics represents the biggest wealth creation opportunity since Bitcoin, as AI convergence enables $2/hour labor costs and unlocks a multi-trillion dollar market within 3-5 years.

The David Lin Report

Economist Steve Hanke warns that 10-year Treasury yields above 4.5% signal a 'danger zone' where bond vigilantes take control, while the closure of the Strait of Hormuz and accelerating money supply growth threaten to supercharge inflation despite deteriorating consumer finances.

Joe Rogan Experience

UFC welterweight Daniel Rodriguez details his eight-month imprisonment in a Mexican jail after a border arrest for possessing an ounce of marijuana, exposing the stark contrast between brutal processing conditions and the corrupt luxury tiers controlled by cartel leaders.

Jordan Peterson

Jordan Peterson explores the intricate architecture of the human brain, from the neural mechanisms of silent reading and sensory representation to the evolutionary origins of abstract thought. He examines how conscientiousness relates to guilt proneness, future discounting behaviors, and life satisfaction within stable social structures.

Latent Space

GitHub CEO Kyle Daigle reveals how AI agents increased his coding activity 14-fold while transforming executive workflows, advocating for atomic 'skills' over monolithic AI systems and detailing GitHub's strategy of deploying CLI-based automation to non-technical staff without disrupting existing remote work patterns.

All-In Podcast

OpenAI CFO Sarah Friar discusses their record $120 billion fundraising, the philosophy of treating IPO timing as optionality rather than a race, and the compute scarcity driving $100B+ infrastructure investments, while teasing a forthcoming AI hardware device designed with Johnny Ive.

80,000 Hours Podcast (Rob Wiblin)

Rohin Shah, Head of AGI Safety at Google DeepMind, argues that catastrophic misalignment is unlikely by default given current training methods, and warns that rigid safety commitments are counterproductive because rapidly evolving research may turn today's best practices into tomorrow's liabilities.

Adam Taggart | Thoughtful Money

Financial markets have transformed into a liquidity-driven 'digital casino' where passive flows and zero-day options override traditional fundamentals, forcing investors to abandon active trading in favor of outsourcing execution and focusing solely on analysis where they possess genuine edge.

New York Times Podcasts

SpaceX is preparing the largest IPO in history, aiming to raise up to $75 billion at a $1.25 trillion valuation that could make Elon Musk the world's first trillionaire, while changing stock market rules to allow unprecedented retail access and rapid index inclusion despite the company currently operating at a $4.3 billion loss.

Impact Theory

The video argues that free will is an illusion supported by neuroscience showing decisions form unconsciously before conscious awareness, while quantum mechanics reveals a computationally efficient universe functioning like a simulation where even randomness is procedurally determined, not chosen.