🎙️ Podcasts

Adam Taggart | Thoughtful Money

Investment expert Pieter Slegers applies Warren Buffett and Peter Lynch's timeless principles to today's market, advocating for wonderful companies at fair prices, ignoring macro noise, and focusing on free cash flow ownership despite warning signs of overvaluation and temporary underperformance among quality investors.

Bankless

Bitcoin maintains a structurally bullish posture with an 80-85% probability of reaching $80,000 and potentially $90,000, but traders should avoid FOMO buying at highs and instead wait for strategic drops to enter long positions with disciplined risk management.

Lenny's Podcast

Evan Spiegel argues that distribution—not software or network effects—has become the most critical moat in consumer technology, as AI makes code instantly replicable and incumbent platforms control user attention. Snap's survival strategy focuses on building hard-to-copy ecosystems (creator platforms, AR developers) and vertically integrated hardware like AR glasses to create durable defensive barriers.

Founders Podcast (David Senra)

David Baszucki explains how selling his first company led to a two-year sabbatical where he nearly pursued 'logical' CEO roles before returning to his intuitive 'world builder' roots to create Roblox—a perpetual motion machine designed as a 50-year project where user-generated content drives organic growth.

We Study Billionaires (TIP)

CoStar Group, the dominant commercial real estate data company with an unassailable 37-year data moat and 59 consecutive quarters of double-digit growth, has invested $5 billion to enter the residential market with Homes.com, sparking a 50% stock selloff and activist investor revolt over concerns of capital misallocation.

Bankless

The presenter maintains a bullish Bitcoin outlook with targets at $80K-$88K but emphasizes avoiding FOMO by using lower timeframe 'fake out and reclaim' entry strategies during pullbacks rather than buying at local tops, while simultaneously hedging with profitable short positions to manage risk.

Jordan Peterson

Jordan Peterson argues that achieving deep engagement in meaningful work requires radical truth and discipline, while warning that pathological avoidance destroys psychological health; sustainable high performance demands protecting relationships and scheduling genuine recovery across manageable time horizons.

20VC with Harry Stebbings

Replit CEO Amjad Masad argues that coding models are approaching a performance plateau, creating a strategic window for companies to pivot from 'learning to code' to 'vibe coding' via agentic AI while navigating a complex multi-model stack that prioritizes speed over margins.

The Pomp Podcast

Jordi Visser argues Bitcoin is decisively decoupling from deflationary software stocks to become a beneficiary of both inflationary manufacturing bottlenecks and deflationary innovation trends, positioning it as the optimal asymmetrical growth asset regardless of macro direction.

The David Lin Report

Jay Singh warns that the Iran war and a looming private credit crisis may force unprecedented global monetary stimulus, creating a bifurcated market where record S&P earnings clash with collapsing software valuations and geopolitical supply chain chaos.

All-In Podcast

David Sacks reports on meeting President Trump to discuss pro-AI infrastructure policies, contrasting the administration's approach with Biden-era regulatory battles, while the hosts analyze SpaceX's structured $60 billion acquisition offer for Cursor as a strategic vertical integration play combining massive GPU infrastructure with specialized coding AI ahead of SpaceX's anticipated IPO.

Adam Taggart | Thoughtful Money

Portfolio manager Lance Roberts argues the current market rally is not a bull trap, as improving technical breadth, resilient earnings growth, and record U.S. energy exports provide fundamental support, though he warns against chasing overbought semiconductor stocks.