🎙️ Podcasts

Adam Taggart | Thoughtful Money

Portfolio manager Lance Roberts warns that while markets have begun repricing valuations for oil shock risks, a sustained 3-5 month period of elevated prices would likely trigger recessionary conditions and significant downward earnings revisions, particularly impacting internationally exposed assets more than the energy-independent US economy.

All-In Podcast

SpaceX has confidentially filed for a $1.75 trillion IPO that includes its recent $250 billion acquisition of X.AI, with Chamath Palihapitiya predicting a 99.999% probability of merging with Tesla to create a $3.1 trillion conglomerate; David Friedberg outlines how this infrastructure enables lunar industrialization using robotics and mass drivers to manufacture goods and ship them back to Earth at near-zero cost.

The David Lin Report

Fund manager Adrian Day warns that markets are failing to price in severe tail risks from a potential prolonged Iran conflict and stressed private credit markets, while the Fed faces a policy trap between oil-driven inflation and a weakening economy dependent on part-time labor.

NVIDIA AI Podcast

Leading researchers and executives discuss how open source AI has evolved from a values-based movement into a viable commercial ecosystem, with companies like NVIDIA, Databricks, and Hugging Face demonstrating that open-weight models and transparent research can drive both industry innovation and sustainable business models through cloud services and foundation model programs.

Joe Rogan Experience

Bob Lazar and filmmaker Luigi Vendittelli discuss their new documentary recreating Lazar's alleged work at Area 51's S4 facility using handmade CGI, while Lazar reflects on the recreation's accuracy, the consistency of his story since the 1980s, and recent military UFO footage that corroborates his descriptions of the craft's movement.

Latent Space

Marc Andreessen frames artificial intelligence as an '80-year overnight success,' arguing that while the field has cycled through boom-bust periods since 1943, the current convergence of LLMs, reasoning models, agents, and recursive self-improvement represents a permanent inflection point where the technology finally 'works' at scale, justifying the view that 'this time is different' for builders and investors.

The David Lin Report

Ron Butler explains how energy-driven inflation has frozen the US housing market at 6.46% mortgage rates, creating a standoff where homeowners with sub-3% rates refuse to sell while first-time buyers remain sidelined by weak employment, resulting in a 4-million-unit supply shortage that builders won't address until rates and sentiment improve.

Jordan Peterson

Jordan Peterson explains that escaping negative thought patterns requires allowing outdated aspects of your identity to "die" so new growth can emerge, using Jungian archetypes and the film *Groundhog Day* to illustrate how refusing to change traps you in repetitive suffering until you engage seriously with the unknown.

Bankless

Despite maintaining long-term bullish conviction on Bitcoin, the host presents a bearish short-term technical outlook targeting $50K-$57K amid macroeconomic headwinds including stubborn inflation, resilient jobs data preventing Fed rate cuts, and a notable rotation of trading capital from crypto to commodities.

New York Times Podcasts

Author Harriet Clark, whose mother served 37 years in prison for a deadly robbery, joins New York Times columnist M. Gesson—whose cousin is serving a 10-year sentence for plotting to kill his ex-wife—to discuss how families navigate relationships with incarcerated relatives who have committed serious crimes, arguing that maintaining parent-child connections serves children's wellbeing better than permanent removal.

The Prof G Pod (Scott Galloway)

Divorce attorney James Ston joins Scott Galloway to explain why marriages fail, revealing that money conflicts often symbolize childhood security fears and that the personality differences attracting couples initially frequently become sources of chronic long-term friction.

The David Lin Report

Harvard economist Kenneth Rogoff warns the US faces a supply shock not seen since the 1970s due to ongoing wars and trade disruptions, while the dollar's global dominance peaked around 2015 and is now in sustained decline due to debt concerns, sanctions overuse, and rising competition from China and Europe.