Christopher Mayer: How Do You Know? A Guide to Clear Thinking About Wall Street, Investing, and Life & Dear Fellow Time-Binder: Letters on General Semantics — Talking Billions with Bogumil Baranowski — Overcast
Nov 6, 2024 10:21 PM
Essay | Tim Le | ‘What we need to believe’ for an investment thesis — a case study on Peloton | by TDM Growth Partners | TDM Tidbits | Medium
Nov 2, 2024 11:30 AM
Speech | Mark Sellers | So You Want To Be The Next Warren Buffett? How is Your Writing?
Nov 1, 2024 2:41 PM
Charles Frischer and Asheef Lalani - Fairfax Is A “Fat Pitch” — The Business Brew — Overcast
Oct 26, 2024 11:04 PM
Winmark: Resale at Scale - [Business Breakdowns, EP.159] — Business Breakdowns — Overcast
Oct 23, 2024 1:05 PM
JD Vance | All-In Summit 2024 — All-In with Chamath, Jason, Sacks & Friedberg — Overcast
Oct 22, 2024 12:33 PM
***The Mystery of Consciousness: Dr. Iain McGilchrist’s Keynote at Kinross House (2024) - YouTube
Oct 18, 2024 4:23 PM
DOJ’s radical and sweeping proposals risk hurting consumers, businesses, and developers
Oct 17, 2024 1:47 AM
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner — BG2Pod with Brad Gerstner and Bill Gurley — Overcast
Oct 16, 2024 12:02 PM
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner — BG2Pod with Brad Gerstner and Bill Gurley — Overcast
Oct 15, 2024 11:38 AM
Netflix’s Data Drop, Power Laws, Netflix’s Motivations – Stratechery by Ben Thompson
Oct 12, 2024 11:29 AM
OpenAI’s $150B conversion, Meta’s AR glasses, Blue-collar boom, Risk of nuclear war — All-In with Chamath, Jason, Sacks & Friedberg — Overcast
Oct 2, 2024 12:15 PM
Essay | Ananyo Bhattacharya | Why Physics Is Unreasonably Good at Creating New Math - Nautilus
Sep 26, 2024 2:13 PM
Talking Billions Pod | John Candeto | The Importance of Survival, The Power Laws, The Study of Complexity in Investing — Talking Billions with Bogumil Baranowski — Overcast
Sep 25, 2024 4:20 PM
***ILTB Pod | Brad Jacobs | Think Big and Move Fast - [Invest Like the Best, EP.352] — Invest Like the Best with Patrick O'Shaughnessy — Overcast
Sep 25, 2024 12:03 PM
Lex Fridman Pod | #443 – Gregory Aldrete: The Roman Empire – Rise and Fall of Ancient Rome — Lex Fridman Podcast — Overcast
Sep 16, 2024 1:03 PM
Making Markets Pod | David Nadig | The Complexities of Modern Markets - [Making Markets, EP.43] — Making Markets — Overcast
Sep 14, 2024 12:03 PM
Unchained Pod | Bitcoin Is Worth Over $1 Trillion. How Much Will Coinbase’s New cbBTC Grab? - Ep. 703 — Unchained — Overcast
Sep 13, 2024 4:38 PM
Unchained Pod | Bits + Bips: Why Hasn’t This Macro Cycle Boosted the Crypto Markets? - Ep. 702 — Unchained — Overcast
Sep 13, 2024 9:37 AM
Research | Goldman Sachs | Why the US money supply is shrinking for the first time in 74 years
Sep 12, 2024 12:04 AM
All-In Pod | In conversation with Reid Hoffman & Robert F. Kennedy Jr. — All-In with Chamath, Jason, Sacks & Friedberg — Overcast
Sep 11, 2024 4:59 PM
***ILTB Pod | Bret Taylor | The Agent Era - [Invest Like the Best, EP.386] — Invest Like the Best with Patrick O'Shaughnessy — Overcast
Sep 11, 2024 1:10 PM
Unchained Pod | ETH Is Down Bad, While Layer 2s Are Ripping. Are L2s Parasitic to Ethereum? - Ep. 701 — Unchained — Overcast
Sep 10, 2024 6:09 PM
BG2 Pod | Ep 15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner — BG2Pod with Brad Gerstner and Bill Gurley — Overcast
Sep 9, 2024 7:00 PM
All-In Pod | “Founder Mode,” DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230? — All-In with Chamath, Jason, Sacks & Friedberg — Overcast
Sep 9, 2024 6:04 PM
RWH Pod | Jay Bowen | RWH049: Crushing The Market Over 50 Years w/ Jay Bowen — We Study Billionaires - The Investor’s Podcast Network — Overcast
Sep 4, 2024 12:48 PM
Research | Ben Carlson | 31 Years of Stock Market Returns - A Wealth of Common Sense
Sep 3, 2024 3:01 PM
***ILTB Pod | Gavin Baker | AI, Semiconductors, and the Robotic Frontier - [Invest Like the Best, EP.385] — Invest Like the Best with Patrick O'Shaughnessy — Overcast
Sep 2, 2024 1:54 PM
ILTB Pod | Gavin Baker | AI, Semiconductors, and the Robotic Frontier - [Invest Like the Best, EP.385] — Invest Like the Best with Patrick O'Shaughnessy — Overcast
Aug 27, 2024 12:01 PM
Interview | Chris Williamson | How Chris Williamson Built a Podcasting Empire on YouTube
Aug 26, 2024 9:02 PM
Modern Wisdom Pod | Jimmy Carr | The Secret Hacks For Living A Fulfilled Life (4K)
Aug 26, 2024 8:50 PM
How I Write Pod | Ben Thompson | How Ben Thompson Built a Writing Empire — How I Write — Overcast
Aug 23, 2024 12:10 PM
The Ben & Marc Show Pod | The Little Tech Agenda: Biden vs. Trump — The Ben & Marc Show — Overcast
Aug 21, 2024 5:40 PM
***Book | John Gribbin | Deep Simplicity: Bringing Order to Chaos and Complexity
Aug 21, 2024 1:11 PM
BG2 Pod | Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner — BG2Pod with Brad Gerstner and Bill Gurley — Overcast
Aug 21, 2024 12:43 PM
BG2 Pod | Ep12. Tech Stocks vs the Rest; AI VC Bubble, Calcium CT Scan | BG2 with Bill Gurley & Brad Gerstner — BG2Pod with Brad Gerstner and Bill Gurley — Overcast
Aug 21, 2024 11:58 AM
BG2 Pod | Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner — BG2Pod with Brad Gerstner and Bill Gurley — Overcast
Aug 21, 2024 1:26 AM
BG2 Pod | Ep11. Coatue Conference Recap, Tesla & ISS Controversy | BG2 with Bill Gurley & Brad Gerstner — BG2Pod with Brad Gerstner and Bill Gurley — Overcast
Aug 21, 2024 1:11 AM
Talking Billions Pod | A Fireside Chat with the Host: Bogumil answers John Rotonti’s questions — Talking Billions with Bogumil Baranowski — Overcast
Aug 19, 2024 12:31 PM
TIP Pod | TIP652: Best Quality Idea Q3 2024 w/ Clay Finck & Kyle Grieve — We Study Billionaires - The Investor’s Podcast Network — Overcast
Aug 16, 2024 4:35 PM
Essay | Geoffrey West | Big Data Needs a Big Theory to Go with It | Scientific American
Aug 14, 2024 11:54 PM
***Tetragrammaton Pod | Rory Sutherland | Tetragrammaton with Rick Rubin — Overcast
Aug 14, 2024 12:08 PM
The Meb Faber Pod | Michael Mauboussin on Market Concentration, Capital Allocation & Attributes of Great Investors | #545 — The Meb Faber Show — Overcast
Aug 12, 2024 6:24 PM
Odd Lots Pod | Charlie McElligott | Lots More on Solving the Mystery of the Big Market Selloff — Odd Lots — Overcast
Aug 6, 2024 7:18 PM
Billion Dollar Creator Pod | Erik Jorgenson | 029: Expert Advice: 3 Tips to Make $100,000 Writing Books in 2024 — Billion Dollar Creator — Overcast
Jul 23, 2024 9:49 AM
Research | Elmar Geerlings | Origin of power-law behaviour in the size distribution of
extreme events of gross primary productivity
Jul 22, 2024 4:00 PM
Research | Hierarchical Equal Risk Contribution (HERC) — mlfinlab 0.12.0 documentation
Jul 18, 2024 9:36 AM
***ILTB Pod | Modest Proposal | AI Commoditization and Capital Dynamics - [Invest Like the Best, EP.380] — Invest Like the Best with Patrick O'Shaughnessy — Overcast
Jul 17, 2024 3:18 PM
Liberty’s Highlights Pod | Mostly Borrowed Ideas (MBI) | Semiconductors Industry: Going Deep with Mostly Borrowed Ideas (MBI) on TSMC, Texas Instruments, Nvidia, Intel, Hyperscalers, etc — Liberty's Highlights — Overcast
Jul 17, 2024 3:18 PM
Billion Dollar Creator Pod | Eric Jorgensen | 029: Expert Advice: 3 Tips to Make $100,000 Writing Books in 2024 — Billion Dollar Creator — Overcast
Jul 17, 2024 3:17 PM
Research | Azeem Azhar | 🔮 Volt revolution; AI’s Magna Carta; digital Trojan horses; physi-maze madness ++ #482
Jul 16, 2024 12:55 PM
Research | Nagy et al. (SFI) | Statistical Basis for Predicting Technological Progress
Jul 15, 2024 1:01 PM
Research | Lohre et al. | Hierarchical Risk Parity (HRP) (Summary) - QuantPedia
Jul 15, 2024 12:55 PM
Essay | John Huber | Walter Schloss, Nifty Fifty, Current Market Valuations and Opportunities
Jul 12, 2024 1:33 PM
Research | Chris Bradley et al. | Revenue growth: Ten rules for success | McKinsey
Jul 12, 2024 10:28 AM
ILTB Pod | Pat Grady | Relentless Application of Force - [Invest Like the Best, EP.378] — Invest Like the Best with Patrick O'Shaughnessy — Overcast
Jul 11, 2024 8:35 AM
Meb Faber Pod | Hendrik Bessembinder | Episode #532: Hendrik Bessembinder - Do Stocks Outperform T-Bills? - Meb Faber Research - Stock Market and Investing Blog
Jul 10, 2024 8:54 AM
Essay | Andrew McAffee | The Robots Won't Cause Massive Unemployment This Time, Either
Jul 9, 2024 12:13 PM
Essay | Steve Denning | What Killed Michael Porter's Monitor Group? The One Force That Really Matters
Jul 9, 2024 9:36 AM
Talking Billions Pod | Luca Dellanna | Ergodicity, How Irreversible Outcomes Affect Long-Term Performance in Work, Investing, Relationships, Sport and Beyond
Jul 6, 2024 4:24 PM
ILTB Pod | Modest Proposal | AI Commoditization and Capital Dynamics - [Invest Like the Best, EP.380]
Jul 5, 2024 4:08 PM
Pat Grady - Relentless Application of Force - [Invest Like the Best, EP.378] — Invest Like the Best with Patrick O'Shaughnessy — Overcast
Jun 25, 2024 10:02 PM
Essay | Roelof Botha | Crucible Moments: The Pivotal Decisions That Define Us | Sequoia Capital
Jun 25, 2024 11:18 AM
Essay | Roelof Botha | The Sequoia Capital Fund: Patient Capital for Building Enduring Companies | by Sequoia | Sequoia Capital Publication | Medium
Jun 25, 2024 11:15 AM
Research | Mikhail V. Blagosklonny | Rapamycin for longevity: opinion article - PMC
Jun 24, 2024 8:17 PM
***Essay | Mark Sellers | So You Want To Be The Next Warren Buffett? How's Your Writing?
Jun 19, 2024 9:25 AM
Essay | John Candeto | Zigging While Others Zag - by John Candeto - Phronesis Fund
Jun 18, 2024 9:22 AM
Research | Global real interest rates since 1311: Renaissance roots and rapid reversals – Bank Underground
Jun 13, 2024 6:54 PM
Lex Fridman Pod | #432 – Kevin Spacey: Power, Controversy, Betrayal, Truth & Love in Film and Life — Lex Fridman Podcast — Overcast
Jun 11, 2024 1:33 AM
Unchained Pod | How Coinbase Might Bring 1 Billion People Onchain Using Its Smart Wallet - Ep. 657 — Unchained — Overcast
Jun 11, 2024 1:09 AM
BG2 Pod | Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner — BG2Pod with Brad Gerstner and Bill Gurley — Overcast
Jun 10, 2024 11:37 PM
Addicted to Distraction | Ted Gioia | How I Write Podcast — How I Write — Overcast
Jun 8, 2024 7:41 PM
Money Stuff Pod | Equities in Secaucus: TXSE, PSUS, GME — Money Stuff: The Podcast — Overcast
Jun 8, 2024 1:40 AM
All-In Pod | DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market — All-In with Chamath, Jason, Sacks & Friedberg — Overcast
Jun 8, 2024 1:40 AM
Essay | Joel Berry | Yes, the destruction of Star Wars was intentional. Here's why they did it. | Not the Bee
Jun 6, 2024 1:56 PM
All-In Pod | Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction? — All-In with Chamath, Jason, Sacks & Friedberg — Overcast
Jun 4, 2024 3:10 PM
Money Stuff Pod | T+Lunchtime: Settlement, Musk, Hwang — Money Stuff: The Podcast — Overcast
May 31, 2024 8:25 PM
***TIP Pod | TIP634: Value Investing Fundamentals w/ John Huber — We Study Billionaires - The Investor’s Podcast Network — Overcast
May 31, 2024 8:12 PM
TIP Pod | TIP633 : What I Learned from Chris Mayer w/ Clay Finck — We Study Billionaires - The Investor’s Podcast Network — Overcast
May 24, 2024 3:37 PM
Unchained Pod | The Chopping Block: Response to SAB-121, ETH ETF, & More - Ep. 650 — Unchained — Overcast
May 23, 2024 7:26 PM
Research | Bob Elliott | "If the federal government deficit is at 6% of GDP and nominal growth is running at a 5-6% nominal pace, is there really a sovereign debt crisis looming in any time frame traders today should care about? https://t.co/kdzdrTvCop" / X
May 21, 2024 7:42 PM
Research | Michael Howell | (18) What's Fueling the Historic Stock Market Surge with Michael Howell - YouTube
May 21, 2024 7:36 PM
Unchained Pod | Why Spot Ether ETFs Are Now Likely to Be Approved on Thursday - Ep. 648 — Unchained — Overcast
May 21, 2024 5:26 PM
Business Breakdowns Pod | Markel: Playing The Long Game - [Business Breakdowns, EP. 102] — Business Breakdowns — Overcast
May 21, 2024 1:46 PM
The Meb Faber Show | Hendrik Bessembinder | Do Stocks Outperform T-Bills? | #532 — The Meb Faber Show — Overcast
May 20, 2024 12:32 PM
Bitcoin Fundamentals Pod | BTC182: Bitcoin Mastermind 2Q 2024 (Bitcoin Podcast) — We Study Billionaires - The Investor’s Podcast Network — Overcast
May 16, 2024 4:07 PM
***Charlie Rose | Fred Rogers | Remembering Mr. Rogers (1994/1997) | Charlie Rose - YouTube
May 15, 2024 3:09 PM
The Meb Faber Show | Eric Crittenden & Jason Buck Explain Why Best Investors Follow the Trends | #533 — The Meb Faber Show — Overcast
May 14, 2024 2:58 PM
TIP Pod | TIP630: The Wealthy Gardener w/ Kyle Grieve — We Study Billionaires - The Investor’s Podcast Network — Overcast
May 14, 2024 2:57 PM
All-In Pod | In conversation with Sam Altman — All-In with Chamath, Jason, Sacks & Friedberg — Overcast
May 14, 2024 2:57 PM
Making Markets Pod | Nir Kaissar: Economic Sentiment versus Reality - [Making Markets, EP.28] — Making Markets — Overcast
May 10, 2024 5:38 PM
The Insight Pod | The Insight: Conversations – Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg — The Memo by Howard Marks — Overcast
May 7, 2024 12:34 PM
Art of Investing Pod | Mitch Rales: The Art of Compounding - [Art of Investing, Forever Episode] — Invest Like the Best with Patrick O'Shaughnessy — Overcast
May 6, 2024 6:49 PM
Money Stuff Pod | Money Failed!: Death bets, Paramount and Archegos — Money Stuff: The Podcast — Overcast
May 6, 2024 6:10 PM
***The Meb Faber Show | Hendrik Bessembinder - Do Stocks Outperform T-Bills? | #532 — The Meb Faber Show — Overcast
May 6, 2024 3:18 PM
Founders Pod | #347 How Walt Disney Built His Greatest Creation: Disneyland — Founders — Overcast
May 2, 2024 12:48 PM
Unchained Pod | Bitcoin Layer 2s Aim to Attract Ethereum-Like Dapps. Will They Succeed? - Ep.638 — Unchained — Overcast
May 2, 2024 11:25 AM
Essay | River Kenna | Solving McGilchrist's Big Problem (or, fix right hemisphere imbalance with these 7 weird tricks?)
Apr 30, 2024 7:07 PM
ILTB Pod | Bill Gurley & Michael Mauboussin - Putting Theory into Practice - [Invest Like the Best, EP.370] — Invest Like the Best with Patrick O'Shaughnessy — Overcast
Apr 25, 2024 12:20 PM
BG2 Pod | Ep7. The Great IPO Debate, Tesla Robotaxi vs. Uber, & Tech Check | BG2 with Bill Gurley & Brad Gerstner — BG2Pod with Brad Gerstner and Bill Gurley — Overcast
Apr 22, 2024 4:31 PM
Essay | The Verge | The invisible seafaring industry that keeps the internet afloat
Apr 22, 2024 4:30 PM
All-In Pod | Google fires protestors, NPR chaos, Humane’s AI Pin, Startup tax crisis, sports betting scandal — All-In with Chamath, Jason, Sacks & Friedberg — Overcast
Apr 22, 2024 12:18 PM
Money Stuff Pod | Law is Law: DXYZ, MNGO, BLS — Money Stuff: The Podcast — Overcast
Apr 16, 2024 9:29 PM
***ILTB Pod | Tim Ferriss - Curating Curiosities - [Invest Like the Best, EP.369] — Invest Like the Best with Patrick O'Shaughnessy — Overcast
Apr 16, 2024 1:32 PM
The Knowledge Project Pod | #186 Tom Gayner: Invest Like The Best — The Knowledge Project with Shane Parrish — Overcast
Apr 13, 2024 8:30 PM
Essay | John Garry | Portfolio management in power law environments, or how we (might) make money
Apr 12, 2024 11:08 PM
BG2 Pod | Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More — BG2Pod with Brad Gerstner and Bill Gurley — Overcast
Apr 8, 2024 1:13 PM
All-In Pod | E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO — All-In with Chamath, Jason, Sacks & Friedberg — Overcast
Apr 8, 2024 1:13 PM
Bitcoin Fundamentals Pod | BTC175: MicroStrategy Deep Dive w/ Jeff Walton (Bitcoin Podcast) — We Study Billionaires - The Investor’s Podcast Network — Overcast
Apr 4, 2024 4:34 PM
TIP Pod | TIP618: Stig’s Portfolio Performance since 2014 w/ Stig Brodersen & Clay Finck — We Study Billionaires - The Investor’s Podcast Network — Overcast
Apr 4, 2024 12:44 PM
All-In Pod | E172: SBF gets 25 years, Trump’s meme stock, RFK Jr picks VP, Biden’s 2025 budget & more — All-In with Chamath, Jason, Sacks & Friedberg — Overcast
Apr 2, 2024 12:56 PM
BG2 Pod | Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod — BG2Pod with Brad Gerstner and Bill Gurley — Overcast
Mar 27, 2024 9:07 AM
***This Week in Intelligent Investing Pod | SPECIAL: Michael Mauboussin and Saurabh Madaan on Expectations Investing
Mar 22, 2024 1:25 PM
Lex Fridman Pod | #419 – Sam Altman: OpenAI, GPT-5, Sora, Board Saga, Elon Musk, Ilya, Power & AGI — Lex Fridman Podcast — Overcast
Mar 21, 2024 12:22 AM
Alt Universe Pod | Applying Practical Wisdom in Investment Partnership with John Candeto
Mar 20, 2024 8:52 PM
All-In Pod | E170: Tech’s Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more — All-In with Chamath, Jason, Sacks & Friedberg — Overcast
Mar 18, 2024 12:52 PM
Unchained Pod | How Ethereum’s Dencun Upgrade Could Lead to the Rise of Millions of Layer 3s - Ep. 620 — Unchained — Overcast
Mar 17, 2024 1:46 AM
***Rick Beato | Brad Mehldau https://youtube.com/watch?v=4oT7O-ujYoo&si=qqAdhdCg3Y8kWWC3
Mar 11, 2024 2:35 PM
All-In Pod | E169: Elon sues OpenAI, Apple’s decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics — All-In with Chamath, Jason, Sacks & Friedberg — Overcast
Mar 11, 2024 2:34 PM
Making Markets Pod | Anthony Pompliano: Investing, Operating and Distributing - [Making Markets, EP.20] — Making Markets — Overcast
Mar 10, 2024 3:58 AM
BG2 Pod | Ep4. Tesla FSD 12, Imitation Learning Models, The Open vs. Closed AI Model Battle, Delaware’s anti Elon ruling, & a Market Update — BG2Pod with Brad Gerstner and Bill Gurley — Overcast
Mar 9, 2024 7:57 PM
Unchained Pod | How, in 7 Weeks, Bitcoin ETFs Reached Inflows That Took Gold ETFs 3 Years - Ep. 616 — Unchained — Overcast
Mar 9, 2024 7:57 PM
Bitcoin Fundamentals Pod | BTC172: Macro Outlook Q1 2024 w/ Luke Gromen (Bitcoin Podcast) — We Study Billionaires - The Investor’s Podcast Network — Overcast
Mar 7, 2024 2:03 PM
Acquired Pod | The Scientific Journey Behind Ozempic (with Lotte Bjerre Knudsen, Novo Nordisk’s Chief Scientific Advisor) — ACQ2 by Acquired — Overcast
Mar 6, 2024 5:44 PM
All-In Pod | E168: Can Google save itself? AI takes over Customer Support, Reddit IPO teardown — All-In with Chamath, Jason, Sacks & Friedberg — Overcast
Mar 5, 2024 1:21 PM
Capital Allocators Pod | Richard Sandler – The Prosecution of Michael Milken (EP.372) — Capital Allocators – Inside the Institutional Investment Industry — Overcast
Mar 5, 2024 1:38 AM
The Ben & Marc Show | Future of Crypto, Blockchain & Web3 w/ Chris Dixon — The Ben & Marc Show — Overcast
Feb 29, 2024 2:06 PM
***Making Markets Pod | Haseeb Qureshi | The TAM of Crypto - [Making Markets, EP.18]
Feb 28, 2024 1:20 PM
***Capital Allocators Pod | Michael Milken | Innovations in Finance, Medicine, and Education (EP.371)
Feb 27, 2024 2:20 AM
All-In Pod | E167: Nvidia smashes earnings (again), Google’s Woke AI disaster, Groq’s LPU breakthrough & more
Feb 26, 2024 4:25 PM
BG2 Pod | Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, Impact of AI on Big Tech, Earnings & Macro Set-up | E03
Feb 23, 2024 5:55 PM
***TIP Pod | TIP608: Long-Term Compounding w/ Chris Mayer — We Study Billionaires - The Investor’s Podcast Network — Overcast
Feb 21, 2024 11:29 PM
***Lex Fridman Pod | #413 – Bill Ackman: Investing, Financial Battles, Harvard, DEI, X & Free Speech — Lex Fridman Podcast
Feb 21, 2024 5:20 PM
***Capital Allocators Pod | Michael Mauboussin | Pattern Recognition and Public Markets
Feb 20, 2024 2:05 PM
TWiST Pod | Dara Khosrowshahi, Bill Gurley, Brad Gerstner, & Jason Calacanis on Uber's growth and future | E1878
Feb 14, 2024 9:44 PM
Essay | Shreekkanth Viswanathan | Borrowed Conviction Is Worse Than Borrowed Money
Feb 13, 2024 2:21 PM
***Essay | Bank Underground | Global real interest rates since 1311: Renaissance roots and rapid reversals
Feb 13, 2024 2:17 PM
Essay | Dylan Patel and Afzal Ahmad | Google "We Have No Moat, And Neither Does OpenAI"
Feb 13, 2024 2:05 PM
***BG2 Pod | Software Valuations, Earnings, AI, Immigration & More | E02 — BG2Pod with Brad Gerstner and Bill Gurley
Feb 12, 2024 3:49 PM
TIP Pod | TIP606:Multi-Bagger First Principles w/ Ian Cassel — We Study Billionaires - The Investor’s Podcast Network — Overcast
Feb 9, 2024 4:24 AM
BG2 Pod | MANG VC Gone Wild, Can You Trust AI Valuations, 2024 Set Up for Public Tech Stocks, & the VC Correction Grinds On | E01 — BG2Pod with Brad Gerstner and Bill Gurley
Feb 8, 2024 5:10 PM
Essay | Matthew Ball | The Tremendous Yet Troubled State of Gaming in 2024 — MatthewBall.co
Feb 8, 2024 2:46 PM
All-In Pod | E164: Zuck’s Senate apology, Elon’s comp package voided, crony capitalism, Reddit IPO, drone attack — All-In with Chamath, Jason, Sacks & Friedberg — Overcast
Feb 6, 2024 2:08 AM
Book | Chris Mayer | 100 Baggers: Stocks That Return 100-to-1 and How To Find Them
Jan 31, 2024 10:46 PM
All-In Pod | E163: Market rips, Media RIFs, Texas defies Biden, Fintech reckoning, ARkStorm 2.0 & more — All-In with Chamath, Jason, Sacks & Friedberg — Overcast
Jan 30, 2024 2:04 PM
Interview | Nir Zohar | Mountainside Chat with Nir Zohar, President and COO of Wix (by Rob Vinall)
Jan 25, 2024 2:15 PM
***ILTB Pod | Patrick Collison & John Collison - A Business State of Mind - [Invest Like the Best, EP.348] — Invest Like the Best with Patrick O'Shaughnessy — Overcast
Jan 25, 2024 4:18 AM
Letter | Daniel Ek | An Update on December 2023 Organizational Changes — Spotify
Jan 24, 2024 8:53 PM
Research | Our World In Data | Max Roser | Technology over the long run: zoom out to see how dramatically the world can change within a lifetime - Our World in Data
Jan 24, 2024 8:51 PM
Research | Florian Kronawitter | The Playbook - The Next Economy by Florian Kronawitter
Jan 24, 2024 8:11 PM
Business Breakdowns Pod | Patek Philippe: Watch Perfection - [Business Breakdowns, EP.146] — Business Breakdowns — Overcast
Jan 24, 2024 1:57 PM
***Founders Pod | #335 How To Make A Few Billion Dollars: Brad Jacobs — Founders — Overcast
Jan 24, 2024 3:20 AM
Unchained Pod | Olaf Carlson-Wee | on Why His Crypto Thesis Is Stronger Than Ever - Ep. 598 — Unchained — Overcast
Jan 23, 2024 2:32 PM
All-In Pod | E160: 2024 Predictions! Markets, tech, politics, and more — All-In with Chamath, Jason, Sacks & Friedberg — Overcast
Jan 23, 2024 2:32 PM
Capital Allocators Pod | Brian Christiansen | High-Conviction Growth Investing at Sands Capital (EP.361) — Capital Allocators – Inside the Institutional Investment Industry — Overcast
Jan 19, 2024 2:05 PM