🎙️ Podcasts

The David Lin Report

Economist Michael Madowitz warns that surging diesel and oil prices from Middle East conflict are hitting an already fragile U.S. economy—characterized by stagnant job growth, restrictive immigration policies, and supply constraints—threatening to accelerate food inflation beyond current 3% forecasts despite record domestic oil production.

All-In Podcast

CoreWeave CEO Michael Intrator details the company's evolution from a crypto mining hedge fund side project into a specialized AI hyperscaler, revealing that GPU hardware maintains economic value for 5-6 years through cascading use cases from training to inference, contrary to claims of rapid obsolescence.

Lex Fridman Podcast

Jensen Huang reveals how NVIDIA's 'extreme co-design' philosophy and the financially devastating decision to embed CUDA into consumer GPUs transformed the company from a graphics specialist into the infrastructure backbone of the AI revolution.

20VC with Harry Stebbings

Anduril President Matthew Steckman breaks down the company's $20 billion military contract as a procurement 'credit card limit' that streamlines future purchases, while explaining why defense startups fail without US market dominance, deep procurement expertise, and the ability to navigate unpredictable 5-7 year acquisition cycles.

Huberman Lab

Dr. Rhonda Patrick explains how brief 'exercise snacks' totaling just nine minutes daily can reduce mortality risk by up to 50%, while detailing her personal 5-6 hour weekly protocol combining resistance training and high-intensity intervals to optimize longevity and cognitive performance.

The Prof G Pod (Scott Galloway)

The Iran conflict is driving a new inflationary wave through surging energy, fertilizer, and freight costs, while GDP growth slows and rate cut expectations evaporate. Despite these stagflation risks, markets remain complacent—only 5% off all-time highs—creating a dangerous disconnect between economic reality and asset prices.

All-In Podcast

Matt Mahan, Mayor of San Jose and California gubernatorial candidate, argues the state's crisis stems not from lack of revenue but from a broken incentive structure where $150 billion in new spending has yielded worse outcomes due to process paralysis, special interest capture, and refusal to measure results.

Cognitive Revolution

Composio CTO Karan Vaidya explains how their platform serves as an agentic tool execution layer, providing AI agents with 50,000+ integrations through just-in-time discovery, managed authentication, and a self-improving pipeline that converts failures into optimized skills in real time.

Jordan Peterson

Jordan Peterson analyzes Harry Potter mythology and Carl Rogers' psychology to argue that genuine maturity requires confronting terrifying unknowns, symbolically transcending parental dependencies, and courageously listening to others in ways that risk transforming your own identity.

The David Lin Report

Gary Thompson, CEO of Brixton Metals, argues that the recent sharp correction in gold and silver prices reflects a short-term "fear trade" driven by Middle East tensions rather than deteriorating fundamentals, with the six-year silver supply deficit and emerging battery technology demand creating a compelling buying opportunity for mining equities.

Lenny's Podcast

Product leaders often fail to influence executives because they center their own perspectives instead of understanding how executives actually think, make decisions, and operate in their chaotic, context-switching world.

We Study Billionaires (TIP)

Kelly Partners Group (KPG) is an Australian serial acquirer consolidating fragmented accounting and tax firms through a unique "partner-owner-driver" model that incentivizes original owners to remain. After a 50% stock decline from early 2025 highs, the company—valued at roughly A$300 million with minimal share dilution and founder ownership near 50%—presents an early-stage opportunity analogous to Constellation Software but within essential, relationship-driven professional services.