🎙️ Podcasts

Jordan Peterson

Jordan Peterson argues that adopting universal ideological 'isms' constitutes a pathological escape from individual authenticity. He contrasts the terrifying responsibility of meaningful existence with the deceptive comfort of nihilism, while critiquing postmodernism and Marxism as intellectually bankrupt systems that enable societal brutality.

Adam Taggart | Thoughtful Money

Money manager Michael Pento warns that a 'triumvirate of bubbles' in stocks, credit, and real estate combined with the Iran war oil shock has pushed recession odds above 50%, prompting a defensive shift in his proprietary model to protect against impending demand destruction.

Lenny's Podcast

Anthropic grew from $1B to $19B ARR in just 14 months by prioritizing model excellence over traditional marketing, with the growth team spending 70% of their time firefighting 'success disasters' while using Claude itself to automate experimentation through their 'CASH' initiative.

We Study Billionaires (TIP)

This episode analyzes Constellation Software's smaller spinoffs and copycats—including Topicus, Lumine Group, Signity, and Aiko Poland—as potential 'next 10-baggers' that replicate the vertical market software (VMS) acquisition playbook without facing the law of large numbers constraining their parent company.

Cognitive Revolution

Joseph Nelson, CEO of Roboflow, explains that computer vision is roughly three years behind language models in capability, facing unique challenges due to the chaotic, heterogeneous nature of the physical world that demands specialized low-latency edge deployment rather than cloud-only inference.

20VC with Harry Stebbings

Hims & Hers CEO Andrew Dudum defends going public after just 36 months, explaining how quarterly accountability drives performance, why he hires for grit over credentials, and how the $4.3B company operates as a venture incubator managing diverse healthcare bets rather than a single-category weight-loss business.

The Pomp Podcast

Jordy Visser argues that despite investor confusion over mixed economic signals, the market is correctly pricing a structural shift driven by AI disruption and persistently higher oil prices. With the Fed unable to fight inflation aggressively due to a weak labor market and housing sector, investors should focus on long scarcity trades like Bitcoin and hardware while avoiding software and abundance plays.

The Prof G Pod (Scott Galloway)

Partiful CEO Shrea Murthy discusses how the company launched at the start of the pandemic to combat a 50% decline in teen face-to-face socializing, evolving from a utility into a cultural phenomenon used by millions across 100+ countries.

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.