🎙️ Podcasts

Invest Like the Best

Games Workshop operates a vertically integrated empire around the Warhammer IP, controlling everything from plastic miniature manufacturing to 575 retail stores while generating luxury-level margins (70% gross, 40%+ EBITDA). The company benefits from powerful physical network effects and decades of accumulated nostalgia, with an upcoming Amazon Prime series starring Henry Cavill poised to drive mainstream expansion, particularly in underpenetrated North American markets.

Ali Abdaal

Ali Abdaal explains how the 'prison of certainty'—the belief that you cannot act until success is guaranteed—paralyzes progress toward dreams. This mindset stems from school conditioning that rewards perfection in one-shot scenarios, while real-world success requires embracing uncertainty through rapid experimentation and treating most decisions as reversible 'two-way doors.'

In Good Company (Nicolai Tangen)

Arista Networks CEO Jayshree Ullal discusses how the company captured 21% of the AI data center networking market by building reliable 'information highways' for GPU clusters, while warning that power constraints—not technology—are the critical bottleneck limiting AI infrastructure expansion today.

The Pomp Podcast

Peter Schiff and Anthony Pompliano engage in a heated debate over gold's record rally, the economic impact of tariffs, and conflicting inflation data, with Schiff warning of inevitable dollar collapse while Pomp argues that AI-driven deflation and protectionist policies will offset price pressures.

In Good Company (Nicolai Tangen)

Norges Bank Investment Management reported a 15% return in 2025, reaching a record value of over 25 trillion Norwegian kroner, driven by a concentrated AI-led equity rally. However, the fund warns of unprecedented concentration risk—with the top 10 holdings now representing 20% of the equity portfolio—and has published stress tests showing potential 37% losses in a 'fragmented world' scenario.

Joe Rogan Experience

Bert Kreischer and Joe Rogan explore how red light therapy has restored their vision without corrective lenses, dissect the specific viral moments that catapulted various comedians' careers, and examine how false narratives spread when interview subjects accidentally validate incorrect premises to avoid confrontation.

Stanford Online

Andy Slavitt and Stanford experts discuss how AI adoption in healthcare is accelerating faster than organizational readiness, creating a critical imperative for leaders to personally engage with the technology while new CMS payment models and FDA pathways signal a policy shift toward rapid AI integration and patient empowerment.

Cognitive Revolution

Legal scholars Kevin Frasier and Alan Rosenstein examine how frontier AI models are already outperforming median lawyers and reshaping legal practice, while exploring radical future possibilities including AI-generated constitutions, automated compliance systems, and new digital rights like the "right to compute."

Interesting Times with Ross Douthat

Dr. Jay Bhattacharya argues that public health authorities destroyed trust during COVID-19 by enforcing harmful lockdowns and school closures without admitting uncertainty, suppressing dissent through personal attacks, and potentially covering up lab-leak origins; as incoming NIH director, he pledges to restore credibility by protecting scientific free speech and honest debate.

Lenny's Podcast

Marc Andreessen argues that 2025 represents a historically pivotal moment where AI collides with institutional collapse and demographic decline, creating an unprecedented opportunity for 'superempowered individuals' who combine deep expertise with AI tools to become spectacularly productive while traditional job roles converge.

Huberman Lab

Play activates the periaqueductal gray to release endogenous opioids while maintaining low adrenaline, creating a unique neurochemical state that makes the prefrontal cortex more plastic and capable of exploring novel contingencies, effectively serving as the most powerful portal to lifelong brain rewiring and cognitive flexibility.

Conversations with Tyler (Tyler Cowen)

Akshay Jaitly explains how Trilegal was founded in 2000 to capitalize on India's post-1991 liberalization, distinguishing itself through operational professionalism rather than legal experience while navigating three distinct phases of deal evolution from inbound foreign investment to outbound Indian expansion.