🎙️ Podcasts

20VC with Harry Stebbings

Anthropic is rapidly capturing enterprise AI spending from OpenAI due to superior coding models and consistent strategy, while OpenAI's internal inconsistency and strategic whiplash risk permanent lock-in losses; meanwhile, SpaceX advances its $2T valuation through massive vertical integration with the TerraB semiconductor fab.

Adam Taggart | Thoughtful Money

Ted Oakley advises investors to maintain substantial liquidity (20-25% cash/short-term Treasuries) to navigate elevated S&P valuations and potential multiple compression, while positioning in overlooked sectors like energy and discounted precious metals royalty companies to capitalize on institutional neglect and volatility.

Impact Theory

Balaji Srinivasan argues that America is fracturing into irreconcilable tribal subgroups while multiple technological and economic 'singularities' converge simultaneously, creating a force diagram where inflationary Keynesian debt systems collide with deflationary innovation and AI disruption to fundamentally reshape global civilization.

Conversations with Tyler (Tyler Cowen)

Chief Economic Advisor V. Anantha Nageswaran explains India's pivot from free-market orthodoxy to 'strategic resilience,' advocating targeted indigenization to navigate weaponized global supply chains while warning that state-level welfare spending is crowding out critical capital and human capital formation.

Huberman Lab

Andrew Huberman explains how the brain's OVLT region monitors blood sodium to regulate thirst and fluid balance through vasopressin, emphasizing that optimal salt intake is highly individual—ranging from restriction for hypertensive patients to increased intake for those with low blood pressure or orthostatic disorders—to maintain cognitive and physical performance.

The Prof G Pod (Scott Galloway)

The video exposes a suspicious $1.5 billion futures trade executed minutes before Trump's Iran announcement as part of a broader pattern of political corruption, while separately analyzing a liquidity crisis in private credit markets where major firms are restricting withdrawals.

New York Times Podcasts

Masha Gesson documents the sentencing of her cousin Allan for attempting to hire a hitman to kill his ex-wife, then establishes a correspondence with him in prison to understand how a privileged Moscow youth became a domestic abuser capable of murder-for-hire.

The David Lin Report

Analyst Ben Cowen argues Bitcoin has not reached its bear market bottom, predicting a total drawdown of approximately 70% from the October 2025 peak as late business cycle dynamics and macro headwinds continue to pressure risk assets through 2026.

All-In Podcast

Longevity pioneer Bryan Johnson details taking a record-breaking dose of 5-MeO-DMT as part of his anti-aging protocol. He describes the experience as the most powerful neurological reset achievable, arguing that psychedelics may outperform traditional longevity interventions when used with medical supervision.

The David Lin Report

Gold's sharp selloff during the Iran conflict represents a technical correction in an overheated bull market rather than trend exhaustion, as commodities enter a structural supercycle against equities not seen since 2008, driven by irreversible Middle East supply damage and inevitable monetary expansion to fund war costs.

The Pomp Podcast

CFTC Chairman Mike Celig outlines a major shift toward regulatory collaboration with the SEC and innovation-friendly frameworks for crypto, AI, and prediction markets, emphasizing merit-neutral rules tailored to specific technologies rather than blanket enforcement.

My First Million

Maury Giles, CEO of Braver Angels, explains how the organization combats toxic political polarization by training Americans in 'courageous citizenship'—the middle ground between cowardice and recklessness—through structured dialogue workshops, accurate disagreement techniques, and local collaborative action that transforms conflict into problem-solving.