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Long-form interviews and conversations with tech, AI, and finance leaders (30min+)

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This Should Be A Market Collapse… Why Isn’t It? | Ed Yardeni
35:11
The David Lin Report The David Lin Report

This Should Be A Market Collapse… Why Isn’t It? | Ed Yardeni

Despite heightened geopolitical tensions including a US naval blockade of Iran, markets have shown remarkable resilience with Ed Yardeni maintaining his S&P 500 target of 7,700 and lowering recession odds to 20%, arguing the modern economy can absorb oil prices up to $125 per barrel without significant damage.

3 months ago · 9 points
‘Permanent’ Damage: Why The Economy Changed Forever | Justin Wolfers
43:17
The David Lin Report The David Lin Report

‘Permanent’ Damage: Why The Economy Changed Forever | Justin Wolfers

Economist Justin Wolfers argues that the Iran conflict has inflicted permanent economic damage through irreversible defense spending commitments, eroded US global credibility, and accelerated geopolitical realignment, with costs potentially reaching trillions regardless of whether the war ends quickly.

3 months ago · 7 points
Why U.S.-Iran Negotiations Failed
31:08
New York Times Podcasts New York Times Podcasts

Why U.S.-Iran Negotiations Failed

U.S.-Iran negotiations collapsed after a 21-hour marathon session in Islamabad, as Israel's refusal to halt strikes against Hezbollah in Lebanon—despite a announced ceasefire—creates a strategic rift with Washington and gives Tehran leverage to demand linked regional concessions.

3 months ago · 10 points
‘Nowhere Near’ Real Bear Market: This Asset Collapses Next | David Cervantes
31:46
The David Lin Report The David Lin Report

‘Nowhere Near’ Real Bear Market: This Asset Collapses Next | David Cervantes

David Cervantes argues the current equity drawdown is a routine 10% correction rather than a bear market, predicting fixed income will suffer most as the Fed maintains hawkish rates amid resilient labor markets, while Middle East energy disruptions create tactical opportunities in supply chain choke points with pricing power.

3 months ago · 9 points
Building Towards Self-Driving Codebases with Long-Running, Asynchronous Agents
37:49
NVIDIA AI Podcast NVIDIA AI Podcast

Building Towards Self-Driving Codebases with Long-Running, Asynchronous Agents

Cursor co-founder Aman traces AI coding's evolution from autocomplete to synchronous agents, outlining the shift toward long-running async cloud agents that use multi-agent architectures to overcome context limits, and predicting a future of self-driving codebases with self-healing systems and minimal human intervention.

3 months ago · 9 points
Van Eck's Q2 2026 Market Outlook: Time To Bargain Hunt | Jan van Eck
Adam Taggart | Thoughtful Money Adam Taggart | Thoughtful Money

Van Eck's Q2 2026 Market Outlook: Time To Bargain Hunt | Jan van Eck

VanEck CEO Jan van Eck argues Q2 presents a rare opportunity to bargain hunt across multiple bottoming markets including AI semiconductors, gold, and Bitcoin, while revealing proprietary data showing enterprise AI adoption is exploding in token usage even as efficiency gains flatten API call growth.

3 months ago · 8 points