🎙️ Podcasts

Latent Space

Joseph Krause explains why AI alone cannot discover new industrial materials—unlike biology, alloys cannot be represented as simple strings and require physical ground truth across synthesis, microstructure, and processing. Radical AI is building self-driving labs to close the loop between AI hypothesis generation and automated experimentation, aiming to compress the 15-30 year materials development timeline.

Joe Rogan Experience

Chase Hughes details a 5.5-hour intravenous DMT experience involving ego dissolution and visionary physical healings, while discussing with Joe Rogan how dreams reveal consciousness constructs reality, the universe may be an infinite fractal recursion, and human certainty acts as a defense against existential vastness.

Jordan Peterson

Jordan Peterson explores how to distinguish authentic thoughts from borrowed opinions by monitoring bodily sensations of weakness versus strength, arguing that confronting one's darkest potential reveals the greatest capacity for good, and that self-betrayal through inauthenticity represents the gravest moral failure.

Adam Taggart | Thoughtful Money

Jeff Currie argues that despite recent peace deal announcements, global oil inventories are racing toward "Day Zero" by mid-July as the SPR hits critical lows, creating a compelling buying opportunity in oil and energy assets due to persistent supply constraints and logistical bottlenecks.

New York Times Podcasts

As the school year ended, a fierce battle emerged between tech companies pushing $100+ million of AI into classrooms and parents worried about cheating and cognitive development, while innovative teachers experiment with strictly controlled AI tools to enhance rather than replace student thinking.

The David Lin Report

Chris Batalha outlines why the global shift to green steel is creating a critical shortage of high-purity iron ore, a resource only available at scale in Brazil and Quebec, while highlighting how Oceanic Iron Ore's Quebec project eliminates typical rail costs by sitting just 25 kilometers from port.

New York Times Podcasts

Filmmaker Julian Brave Noisecat shares how reconnecting with his absent father through cannabis rituals and invented games like "Bong Hit Scrabble" helped heal decades of intergenerational trauma rooted in residential school violence, as he prepares to become a father himself.

The David Lin Report

David Rosenberg argues markets are prematurely euphoric over the preliminary Iran deal while ignoring that inflation is already below target when adjusted for energy, the labor market is stagnant with decelerating wages, and rising real interest rates pose the primary threat to equities if 10-year yields breach 5%.

Dwarkesh Patel

Ada Palmer explains that Machiavelli wrote *The Prince* during a crisis of institutional legitimacy in Italy, where constant papal interference and broken city-state continuity created chaos. His infamous advice was shaped by firsthand experience with Cesare Borgia, against whom Florence's only survival strategy was calculated submission—buying time through abject loyalty until fortune (in the form of a pope's death) intervened.

Stripe

Charles Gorintin, CTO of Alan, recounts the company's decade-long journey from Silicon Valley roots to becoming a European healthtech leader with 4 million members, detailing their strategy of aggressive early internationalization, AI transformation through the medical agent MO, and the strategic imperative of building European technological sovereignty via Mistral.

Jordan Peterson

Jordan Peterson explains how human sensory limitations and evolutionary hunting adaptations shape perception and social behavior, arguing that our intrinsic need for engaged struggle makes utopian visions of passive bliss both psychologically impossible and politically catastrophic.

Adam Taggart | Thoughtful Money

Michael Every argues the US-Iran "peace deal" is largely performative—a vague memorandum with contradictory interpretations that masks deep skepticism about Iran's nuclear concessions, while Gulf states quietly prepare for future conflict by building infrastructure bypassing the Strait of Hormuz.