John Candeto
John Candeto
/Information Flow
Information Flow
Information Flow

Information Flow

This is my intentional effort to learn and develop insights by sitting in a unique information flow. “Trying to be smarter than other people is very hard and doesn’t work very often. Trying to have insights that you get because you sit in a different information flow just seems exponentially easier.” - Charlie Songhurst, quoted from this interview which is well worth a listen. This is a sub-set of a broad set of information I consume, which serve as bookmarks and notes to my future self. A prefix of three stars (***) denotes the content that was most helpful to me at the time of consumption. Click on each item for more detail. The most recently added items are at the top. This is v2023 and following. See here for prior version: https://johncandeto.com/information-flow-2020-2022

List

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List

Table

There are only two paths left for software | Andreessen Horowitz

a16z.com
Mar 27, 2026 8:15 PM
Mitchell Green - Lessons from Cold Calling 10,000 Companies - [Invest Like the Best, EP.464] — Invest Like the Best with Patrick O'Shaughnessy — Overcast

overcast.fm
Mar 25, 2026 2:13 PM
Quality on the Far Side of Language with Chris Mayer — The Art of Quality — Overcast

overcast.fm
Mar 12, 2026 12:54 PM
Elon Musk on Space GPUs, AI, Optimus, and his manufacturing method — Cheeky Pint — Overcast

overcast.fm
Mar 12, 2026 12:54 PM
Quality on the Far Side of Language with Chris Mayer — The Art of Quality — Overcast

overcast.fm
Mar 8, 2026 11:27 AM

substack.com
Mar 5, 2026 10:17 PM

open.substack.com
Mar 5, 2026 10:16 PM
Dan Sundheim - The Art of Public and Private Market Investing - [Invest Like the Best, EP.460] — Invest Like the Best with Patrick O'Shaughnessy — Overcast

overcast.fm
Mar 5, 2026 2:51 PM
John Arnold - China, Energy Markets and Fixing America’s Systems - [Invest Like the Best, EP.461] — Invest Like the Best with Patrick O'Shaughnessy — Overcast

overcast.fm
Mar 5, 2026 2:51 PM
Essay | Matt Joass | SaaS in the Age of AI: The Threats

www.wholebraininvesting.com
Mar 4, 2026 5:24 PM
Data | Flexport Atlas

atlas.flexport.com
Mar 3, 2026 4:45 PM
Essay | Alap Shah | The 2028 Global Intelligence Crisis

open.substack.com
Feb 24, 2026 12:18 AM
Research | Taleb and Cirillo | The Regress of Uncertainty and the Forecasting Paradox

www.mdpi.com
Feb 17, 2026 12:05 AM
***Essay | Will Manidis | Tool Shaped Objects

x.com
Feb 12, 2026 1:16 PM
Essay | Matt Shumer | Something Big Is Happening

x.com
Feb 12, 2026 1:09 PM
Essay | Tina He | Twenty-five percent without thinking

fakepixels.substack.com
Feb 10, 2026 4:45 PM
Essay | Jason Lemkin | The 2026 SaaS Crash: It's Not What You Think

x.com
Feb 1, 2026 10:05 PM
Research | Exponential View | How “95%” escaped into the world – and why so many believed it

www.exponentialview.co
Feb 1, 2026 9:47 PM
Research | Journey 1 Advisors | Overview of the Financial Markets

journey1advisors.com
Jan 28, 2026 10:33 PM
RWH Pod | Nima Shayegh | A Soulful Path To Stellar Returns

overcast.fm
Jan 26, 2026 1:24 PM
Essay | BBG | ‘Total Portfolio Approach’ Is Shaking Up Institutional Trillions

www.bloomberg.com
Jan 16, 2026 2:53 PM
Essay | Anish A / a16z | The YouTube Moment for Software is happening

www.a16z.news
Jan 15, 2026 4:16 PM
The Art of Quality Pod | Quality Through Iteration: Reflections on 2025

overcast.fm
Jan 13, 2026 4:48 PM
Essay | Alexander Campbell | 26 Views for 2026 | Campbell Ramble

www.campbellramble.ai
Jan 12, 2026 5:43 PM
Essay | George Bailey & the Miracle of Kingship

blog.exitgroup.us
Jan 12, 2026 5:16 PM
All-In Pod | Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

overcast.fm
Jan 9, 2026 5:34 PM
Research | Pablo Villalobos | Scaling laws literature review | Epoch AI

epoch.ai
Jan 4, 2026 2:26 PM
***Lecture | Dr Ole Peters | Time for a Change: Introducing irreversible time in economics

www.youtube.com
Jan 4, 2026 2:56 AM
***Documentary | The Ridiculous Engineering Of The World's Most Important Machine

www.youtube.com
Jan 3, 2026 2:30 PM
Essay | The power of exceptional companies | Baillie Gifford

www.bailliegifford.com
Jan 2, 2026 9:32 PM
Research | The Steve Jobs Archive

stevejobsarchive.com
Jan 2, 2026 4:55 PM
Interview | Steve Jobs at 29

archive.org
Jan 2, 2026 4:53 PM
Founders Pod | #390 Rare Steve Jobs Interview — Founders — Overcast

overcast.fm
Jan 1, 2026 10:05 PM
Founders Pod | #388 Jeff Bezos’s Shareholder Letters: All of Them! — Founders — Overcast

overcast.fm
Jan 1, 2026 10:05 PM
The Future of Intelligence Pod | Demis Hassabis (Co-founder and CEO of DeepMind) - YouTube

www.youtube.com
Dec 31, 2025 6:17 PM
Essay | The Prison Of Financial Mediocrity

x.com
Dec 30, 2025 12:26 PM
Founders Pod | #395 How Geniuses and Speed Freaks Reengineered F1 into the World’s Fastest-Growing Sport — Founders — Overcast

overcast.fm
Dec 30, 2025 1:57 AM
AoQ Pod | Eric Markowitz | What Can the World’s Oldest Companies Teach Us About Longevity? Notes from the Field with Eric Markowitz Part 2 — The Art of Quality — Overcast

overcast.fm
Dec 23, 2025 2:43 AM
*** Colossus Magazine | Henry Ellenbogen | The Last Human Edge

joincolossus.com
Dec 18, 2025 5:00 PM
***ILTB Pod | Henry Ellenbogen | Man Versus Machine - [Invest Like the Best, EP.452] — Invest Like the Best with Patrick O'Shaughnessy — Overcast

overcast.fm
Dec 17, 2025 1:28 PM
ILTB Pod | Gavin Baker | Nvidia v. Google, Scaling Laws, and the Economics of AI - [Invest Like the Best, EP.451] — Invest Like the Best with Patrick O'Shaughnessy — Overcast

overcast.fm
Dec 15, 2025 2:16 PM
Acquired 2 Pod | The Insane Productivity of Andrew Ross Sorkin

overcast.fm
Dec 12, 2025 1:31 PM
Essay | Gabriel Jarrosson | Why We Invested in Harper - Lobster Capital

lobstercap.substack.com
Dec 11, 2025 7:53 PM
***Essay | Andy Jones | Horses

andyljones.com
Dec 9, 2025 8:15 PM
Essay | Jon Haidt | The Devil’s Plan to Ruin the Next Generation

www.afterbabel.com
Dec 4, 2025 9:11 PM
Essay | Scott Winship | How not to redefine poverty

scottwinship.substack.com
Nov 27, 2025 10:26 AM
Essay | Derek Thompson and Timothy B. Lee | How to Sound Like an Expert in Any AI Bubble Debate

www.derekthompson.org
Nov 26, 2025 8:50 PM
Essay | Polymath Investor | A round-up on how to improve your focus and concentration

substack.com
Nov 26, 2025 3:05 PM
Essay | Azeem Azhar | The AI productivity paradox

www.exponentialview.co
Nov 25, 2025 10:51 PM
Essay | Wolfgang Mewes | CYBERNETIC THINKING | 1976

gevert.com
Nov 25, 2025 7:26 PM
***Essay | Glen McCracken | Bain’s AI Transformation Guide: A Reality Check

www.linkedin.com
Nov 24, 2025 9:25 PM
Essay | Michael Green | Part 1: My Life Is A Lie. How a broken benchmark quietly broke America.

www.yesigiveafig.com
Nov 24, 2025 3:52 AM
Essay | Alex Kantrowitz | How Google Pulled Off Its Stunning, Rapid-Fire AI Turnaround

www.bigtechnology.com
Nov 21, 2025 5:41 PM
Norah Jones Is Playing Along Podcast | with Chris Thile

www.youtube.com
Nov 21, 2025 4:08 PM
Essay | Peter Thiel and Sam Wolfe | Voyages to the End of the World | First Things

firstthings.com
Nov 21, 2025 3:44 PM
Essay | Shlok Khemani | Google Has Your Data. Gemini Barely Uses It.

www.shloked.com
Nov 21, 2025 3:37 PM
Book | Meditations on the Tarot, A Journey into Christian Hermeticism

ia803401.us.archive.org
Nov 18, 2025 9:23 PM
Interview | Ron Baron / Elon Musk

x.com
Nov 15, 2025 9:23 PM
Documentary | Jacob Collier: In the Room Where It Happens

youtu.be
Nov 14, 2025 2:49 PM
Podcast | Peter Thiel | on the Bible - May 2021 — Thiel Talks — Overcast

overcast.fm
Nov 14, 2025 1:53 PM
Essay | Returns Per Unit of Stress | Fundoo Professor

fundooprofessor.wordpress.com
Nov 13, 2025 2:30 PM
Essay | Samo Burja | The YouTube Revolution in Knowledge Transfer (Tacit Knowledge)

samoburja.com
Nov 12, 2025 11:51 AM
Essay | Warren Buffett | Thanksgiving Letter

Nov 12, 2025 11:25 AM
BT2 Pod | All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner — BG2Pod with Brad Gerstner and Bill Gurley — Overcast

overcast.fm
Nov 11, 2025 2:01 PM
Essay | Byrne Hobart | Who was First to Situational Awareness?

www.thediff.co
Nov 10, 2025 6:59 PM
*** Closer To Truth | Why do Power Laws Work so Widely? | Episode 2207

www.youtube.com
Nov 7, 2025 6:10 PM
***Essay | Alon Amit | Why do Mandelbrot and Julia sets look so weird?

www.quora.com
Oct 28, 2025 7:52 PM
Research | a16z | State of Crypto 2025: The year crypto went mainstream

a16zcrypto.com
Oct 23, 2025 2:50 PM
Research | a16z | State of Crypto

stateofcrypto.a16zcrypto.com
Oct 23, 2025 2:49 PM
Essay | James Hamilton | At Scale, Rare Events aren’t Rare – Perspectives

perspectives.mvdirona.com
Oct 21, 2025 12:53 AM
Investor Debate | Brad Gerstner, Andrew Homan, Josh Wolfe, Chase Coleman

x.com
Oct 20, 2025 6:02 PM
Research | Coin Metrics | Is Bitcoin Decoupling from the Market?

coinmetrics.substack.com
Oct 20, 2025 4:57 PM
Research | Bain | How Can We Meet AI’s Insatiable Demand for Compute Power? | Bain & Company

www.bain.com
Oct 13, 2025 9:19 PM
Essay | Balaji | Popups are the new startups

open.substack.com
Oct 12, 2025 11:34 PM
***Obituary | Patricia Routledge

substack.com
Oct 12, 2025 1:02 PM
Research | Tyler Vigen | Spurious Correlations

www.tylervigen.com
Oct 10, 2025 9:05 PM
Essay | Cameron Dawson | Such Great Heights - NewEdge Wealth

www.newedgewealth.com
Oct 10, 2025 9:01 PM
Essay | WSJ | The books have closed on the U.S. government’s fiscal 2025. Here’s what has changed about the federal budget—and what hasn’t.

www.wsj.com
Oct 10, 2025 8:13 PM
Research | UOR Foundation | Universal Object Reference

www.uor.foundation
Oct 10, 2025 7:55 PM
Essays | George Mack | High Agency in 30 Minutes

www.highagency.com
Oct 10, 2025 7:47 PM
The Real Eisman Playbook | U.S. Consumers Are Collapsing: Cars, Credit, & the Chaos Ahead | The Weekly Wrap

www.youtube.com
Oct 9, 2025 3:27 PM
Essay | Harris Kupperman | An AI Addendum - Praetorian Capital

pracap.com
Oct 6, 2025 4:12 PM
Essay | Harris Kupperman | Global Crossing Is Reborn... - Praetorian Capital

pracap.com
Oct 6, 2025 4:10 PM
Research | DWS | S&P 500 EPS Tracker 2Q 2025

www.dws.com
Oct 5, 2025 11:28 PM
***Essay | Larry Sanger | Nine Theses on Wikipedia – LarrySanger.org

larrysanger.org
Oct 4, 2025 2:58 AM
ILTB Pod | Dylan Patel | Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442] — Invest Like the Best with Patrick O'Shaughnessy — Overcast

overcast.fm
Sep 30, 2025 6:02 PM
Research | Andrew Sarna | Sell into bubbles

open.substack.com
Sep 26, 2025 10:48 AM
All-In Pod | Uber CEO Dara Khosrowshahi on self-driving’s future, changing business model, job displacement — All-In with Chamath, Jason, Sacks & Friedberg — Overcast

overcast.fm
Sep 25, 2025 8:01 PM
***Essay | Ben Thompson | The YouTube Tip of the Google Spear

stratechery.com
Sep 25, 2025 5:01 PM
All-In Pod | Eric Schmidt on AI, the Battle with China, and the Future of America — All-In with Chamath, Jason, Sacks & Friedberg — Overcast

overcast.fm
Sep 25, 2025 2:55 PM
BG2 Pod | Inside OpenAI Enterprise: Forward Deployed Engineering, GPT-5, and More | BG2 Guest Interview — BG2Pod with Brad Gerstner and Bill Gurley — Overcast

overcast.fm
Sep 22, 2025 7:32 PM
Essay | Maggie Harrison Dupre | ChatGPT Is Blowing Up Marriages as Spouses Use AI to Attack Their Partners

futurism.com
Sep 19, 2025 9:00 AM
Essay | Iain McGilchrist | Let me explain a little…

open.substack.com
Sep 18, 2025 4:36 PM
Essay | Michael Hill | China Is Not an “Engineering State”

catchingmice.substack.com
Sep 9, 2025 9:39 PM
***Founders Pod | How Elon Works

overcast.fm
Sep 9, 2025 7:43 PM
BG2 Pod | China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner

overcast.fm
Sep 9, 2025 6:42 PM
What is Money Pod | Geoffrey West | The Universal Laws of Life | The Geoffrey West Series | Episode 1 (WiM144)

www.youtube.com
Sep 8, 2025 6:19 PM
Presentation | Benedict Evans | AI Eats the World

www.ben-evans.com
Sep 8, 2025 5:09 AM
Essay | Charlie Munger | Turning $2 Million Into $2 Trillion

fs.blog
Sep 7, 2025 9:29 PM
Speech | Stanley Druckenmiller's Lost Tree Club Lecture

aryadeniz.substack.com
Sep 4, 2025 3:49 AM
Research | The Top 100 Gen AI Consumer Apps - 5th Edition | Andreessen Horowitz

a16z.com
Sep 2, 2025 3:52 PM
Research | Creating human-technology synergies at the organizational frontlines - ScienceDirect

www.sciencedirect.com
Aug 28, 2025 4:27 PM
Back to School with Chris Begg! - [Joys of Compounding, EP.29] — Joys of Compounding — Overcast

overcast.fm
Aug 27, 2025 2:01 AM
Essay | Rich Sutton | Self-Verification, The Key to AI

incompleteideas.net
Aug 26, 2025 10:04 PM
Speech | Victor Wooten Commencement Speech University of Vermont Rubenstein School - YouTube

www.youtube.com
Aug 26, 2025 9:58 PM
Closer to Truth | Why do Power Laws Work so Widely? | Episode 2207

www.youtube.com
Aug 26, 2025 5:33 PM
***The Art of Quality Pod | Tracking the Invisible: Victor Wooten Reads Patterns in Music and Life — The Art of Quality — Overcast

overcast.fm
Aug 26, 2025 12:17 PM
Research | Return on AI | Real-World Insights on AI in Contracting - Best practices and insights on how to deploy GenAI in contracting and legal processes. Discover how to get real Return on AI.

returnonai.com
Aug 25, 2025 7:34 PM
Research | Shalizi et al. | Power-Law Distributions in Empirical Data | Santa Fe Institute

www.santafe.edu
Aug 24, 2025 9:24 PM
***Essay | Eric Markowitz | The fragile gift of consciousness

bigthink.com
Aug 22, 2025 9:27 PM
Research | Google Graveyard - Killed by Google

killedbygoogle.com
Aug 22, 2025 3:13 AM
Essay | Sheryl Estrada | MIT report: 95% of generative AI pilots at companies are failing

fortune.com
Aug 21, 2025 4:53 PM
Essay | Eric Markowitz | The John Candeto interview - Big Think

bigthink.com
Aug 21, 2025 1:52 PM
Research | The Visual Patterns of Audio Frequencies Seen through Vibrating Sand — Colossal

www.thisiscolossal.com
Aug 21, 2025 1:42 PM
Research | Cymascope

cymascope.com
Aug 21, 2025 1:41 PM
Cymatics | Making sounds visible: Sound vibrations transform colorful sand patterns

thekidshouldseethis.com
Aug 21, 2025 1:37 PM
***The Art of Quality Pod | Victor Wooten | Tracking the Invisible: Victor Wooten Reads Patterns in Music and Life

overcast.fm
Aug 20, 2025 12:12 PM
Research | Texas Pacific Land: A Permian Powerhouse Forging Growth Beyond Royalties

beyondspx.com
Aug 19, 2025 2:48 AM
Essay | Kevin Gee | Investing Through Complexity

aletteraday.substack.com
Aug 18, 2025 2:45 PM
Research | Max’s Health Protocol

maxmarchione.notion.site
Aug 18, 2025 2:44 PM
Research | Tribe Capital | Units of Time are the New Currency

tribecap.co
Aug 15, 2025 6:05 PM
Research | BBG | Bolivians Use Crypto to Cope With Inflation and Dollar Shortages - Bloomberg

www.bloomberg.com
Aug 15, 2025 5:59 PM
Research | DKAM | Party Like It's 1999?

donvillekent.com
Aug 15, 2025 5:27 PM
Product Demo | Shortcut

www.tryshortcut.ai
Aug 12, 2025 4:14 PM
Essay | Elad Gil | AI Market Clarity

blog.eladgil.com
Aug 4, 2025 4:48 PM
Research | Miguel and Parrado | Mirror, Mirror on the Wall: Which Jobs Will AI Replace After All?: A New Index of Occupational Exposure

publications.iadb.org
Aug 4, 2025 4:32 PM
The Art of Quality Pod | Quality in Nature

overcast.fm
Aug 3, 2025 8:37 PM
The Art of Quality Pod | Lar Endersen | Quality in Compounding with Laurence Endersen

overcast.fm
Aug 3, 2025 8:36 PM
***Essay | Tobi Lutke | Reflexive AI usage is now a baseline expectation at Shopify.

x.com
Jul 31, 2025 1:56 PM
Essay | Be Water | The Price Of Everything & Value Of Nothing

bewaterltd.com
Jul 24, 2025 4:12 PM
Essay | Be Water | Bitcoin TreasuryCos: Lessons From The 1929 Crash

substack.com
Jul 24, 2025 3:45 PM
Essay | Paul Friesen | The Crescent and the Guillotine

open.substack.com
Jul 24, 2025 5:11 AM
Essay | Jeremy Radcliffe | Four Funerals and a Flood

www.epsilontheory.com
Jul 24, 2025 5:06 AM
Essay | OSVerse raison d'être

substack.com
Jul 20, 2025 12:10 PM
Essay | Kevin Gee and Nick Chow | Investing Through Complexity

aletteraday.substack.com
Jul 19, 2025 3:17 PM
Essay | Nico Michaelsen | Birth of the Wisdom Economy

substack.com
Jul 18, 2025 3:36 PM
Research | The Knowledge Work Demand Index by Braintrust

www.usebraintrust.com
Jul 18, 2025 3:32 PM
Essay | Eric Markowitz | Creating wisdom infrastructure for the next 100 years - Big Think

bigthink.com
Jul 18, 2025 3:15 PM
Interview | Ahmed Best Takes the Long View - Long Now

longnow.org
Jul 18, 2025 3:15 PM
Essay | Cathy Hackl | I Dated Four AI Boyfriends To Explore The Future Of Dating, Love, And Intimacy

www.forbes.com
Jun 25, 2025 3:50 PM
Excess Returns Pod | Robert Hagstrom | Buffett Does It. Most Value Investors Don’t

www.youtube.com
Jun 24, 2025 3:23 PM
Research | Coatue | EMW 2025 - Keynote

drive.google.com
Jun 20, 2025 7:15 PM
***Book | Laurence Endersen | The Compounder’s Element

Jun 20, 2025 1:23 AM
***Research | WTF Happened In 1971?

wtfhappenedin1971.com
Jun 19, 2025 1:50 AM
Book | Jonathan Swift | Gulliver’s Travels

Jun 17, 2025 8:24 PM
Essay | Bitcoin Becomes Safe Collateral: JPMorgan To Offer Loans Financed With Crypto Assets | ZeroHedge

www.zerohedge.com
Jun 16, 2025 10:35 PM
Research | Lyn Alden | Bitcoin: A Global Liquidity Barometer

www.lynalden.com
Jun 13, 2025 4:18 PM
Research | Larry Swedroe | Index rebalancing: what it really costs investors

alphaarchitect.com
Jun 12, 2025 6:52 PM
***Book | William Green | Richer, Wiser, Happier

Jun 12, 2025 4:37 PM
Essay | Peter Thiel | The Straussian Moment

gwern.net
Jun 12, 2025 4:37 PM
Joys of Compounding Pod | Will Thorndike | Lessons from the Eternal Outsider - [Joys of Compounding, EP.28] — Joys of Compounding — Overcast

overcast.fm
Jun 12, 2025 3:38 PM
Talk | Vinod Khosla | Nail Your Raise: Luring VCs

www.khoslaventures.com
Jun 12, 2025 3:09 AM
Interview | Demis Hassabis | On The Future of Work in the Age of AI

www.youtube.com
Jun 10, 2025 6:08 PM
Interview | Dario Amodei | AI company's CEO issues warning about mass unemployment

www.youtube.com
Jun 6, 2025 8:19 PM
Essay | Harris Kupperman | Taking My Ball And...

pracap.com
Jun 6, 2025 8:10 PM
Essay | Dave Nadig | Actual ETF Innovation: F/m's Compoundr Dividend Hack

www.nadig.com
May 29, 2025 10:23 PM
Essay | Dave Nadig | White Hat Bond ETFs: F/m & LifeX Get It Right

www.nadig.com
May 29, 2025 10:07 PM
Essay | Evan Armstrong | In Defense of Starting a Bad Business

www.gettheleverage.com
May 29, 2025 10:01 PM
***Book | John Gribbin | Deep Simplicity: Bringing Order to Chaos and Complexity

May 26, 2025 1:09 PM
Book | Hermann Hesse | Siddhartha

May 26, 2025 10:44 AM
Research | Google | Alpha Evolve

www.google.com
May 23, 2025 12:53 AM
Matt Huang - Investing At The Frontier - [Invest Like the Best, EP.420] — Invest Like the Best with Patrick O'Shaughnessy — Overcast

overcast.fm
May 21, 2025 1:22 PM
Short Story | JRR Tolkien | Leaf by Niggle

May 21, 2025 1:21 PM
Book | Robert Louis Stevenson | Treasure Island

May 21, 2025 1:20 PM
Book | Jules Verne | Around the World in 80 Days

May 21, 2025 1:20 PM
All-In Pod | Sundar Pichai, CEO of Alphabet | The All-In Interview — All-In with Chamath, Jason, Sacks & Friedberg — Overcast

overcast.fm
May 16, 2025 2:27 PM
ILTB Pod | Paul Enright | The Buy Side Primer - [Invest Like the Best, EP. 222] — Invest Like the Best with Patrick O'Shaughnessy — Overcast

overcast.fm
May 15, 2025 1:19 PM
In Good Company Pod | Sir Chris Hohn | Strategic Investing, Long-Term Value and Purposeful Philanthropy — In Good Company with Nicolai Tangen — Overcast

overcast.fm
May 15, 2025 1:18 PM
***Capital Allocators Pod | Paul Enright | Inside Long-Short Equity Investing, EP. 264 — Capital Allocators – Inside the Institutional Investment Industry — Overcast

overcast.fm
May 15, 2025 1:16 PM
Forward Guidance Pod | Michael Howell | Liquidity Is Breaking And The Economy Is Next

www.youtube.com
May 13, 2025 5:58 PM
***Milk Road Pod | Michael Howell's Liquidity Framework

www.youtube.com
May 13, 2025 5:04 PM
***Essay | The Long View | "The Great Rebalancing: Why Everything Feels Like It's Breaking—and Why That's the Point.” / X

x.com
May 12, 2025 9:37 AM
Essays | MITIMCO | Career Advice

becomeaninvestor.org
May 12, 2025 1:34 AM
Essay | Joel Cohen | Stand Out To Break In. How one successful investor initially… | by Joel Cohen | Medium

joelmcohen.medium.com
May 12, 2025 1:34 AM
***Robo-Essay | Uncertain Eric | An uncomfortably honest field guide to the deeply bizarre now-now-soon

sonderuncertainly.substack.com
May 9, 2025 8:20 PM
Research | Brent Donnelly | The Magazine Cover Indicator - Spectra Markets

www.spectramarkets.com
May 8, 2025 5:39 PM
Research | Thinking Ahead Instintute | Total Portfolio Approach (TPA)

www.thinkingaheadinstitute.org
May 8, 2025 5:07 PM
Research | John Gall | Gall's Law

en.wikipedia.org
May 8, 2025 4:01 PM
Presentation | Ramesh Narayanaswamy | Tourbillon/LBS Value

www.linkedin.com
May 8, 2025 3:59 PM
Essay | Ryan Holiday | These Are All The Ways I Feel Poorer Than I Am - RyanHoliday.net

ryanholiday.net
May 8, 2025 2:00 PM
Essay | Mark Gurman | Apple Explores Move to AI Search in Browser Amid Google Fallout - Bloomberg

www.bloomberg.com
May 7, 2025 4:57 PM
Essay | Ben Hunt | Our True Enemy Has Yet to Reveal Himself - Epsilon Theory

www.epsilontheory.com
May 7, 2025 9:35 AM
Open Letter to Ben Bernanke | Hoover Institution Open Letter to Ben Bernanke

www.hoover.org
May 6, 2025 9:43 PM
Trump’s First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down — All-In with Chamath, Jason, Sacks & Friedberg — Overcast

overcast.fm
May 6, 2025 7:37 PM
David Senra - The Focused Few - [Invest Like the Best, EP.422] — Invest Like the Best with Patrick O'Shaughnessy — Overcast

overcast.fm
May 6, 2025 7:36 PM
Essay | Matt Marshall | From ‘catch up’ to ‘catch us’: How Google quietly took the lead in enterprise AI

venturebeat.com
May 6, 2025 1:53 AM
***ILTB Pod | Cliff Sosin - Investing in Carvana - [Invest Like the Best, EP.421] — Invest Like the Best with Patrick O'Shaughnessy — Overcast

overcast.fm
May 5, 2025 8:37 PM
Essay | Eric Markowitz | “Slack”: The key to resilience in a world that keeps breaking - Big Think

bigthink.com
May 5, 2025 8:37 PM
Research | Cameron Dawson | Quarterly Outlook: The Space Between - NewEdge Wealth

www.newedgewealth.com
Apr 28, 2025 4:43 PM
Research | Michael Kokalari | Our Summary of "A User's Guide to Restructuring the Global Trading System"

vinacapital.com
Apr 28, 2025 4:16 PM
***RWH Pod | Chris Begg | RWH056: Calm Amid The Storm w/ Christopher Begg — We Study Billionaires - The Investor’s Podcast Network — Overcast

overcast.fm
Apr 28, 2025 12:28 PM
Essay | Love-first investing

open.substack.com
Apr 24, 2025 12:48 PM
Essay | Dave Nadig | Hyperagents

open.substack.com
Apr 24, 2025 12:38 PM
Research | Why a gold standard is a very bad idea — Money, Banking and Financial Markets

www.moneyandbanking.com
Apr 24, 2025 12:38 PM
Essay | BBG | Pope Francis Was Exemplar of a Humble Faith for Modern Times - Bloomberg

www.bloomberg.com
Apr 23, 2025 6:08 PM
Good Investing Talks | Ryan O’Connor | Is the Switch 2 lifting Nintendo stock on another level, Ryan O’Connor? — Good Investing Talks — Overcast

overcast.fm
Apr 23, 2025 12:12 PM
Essay | Ryan Petersen | "Thousands, and then millions, of American small businesses, including many iconic brands, will go bankrupt this year if the tariff policies on China don’t change. 🧵" / X

x.com
Apr 21, 2025 7:46 PM
Essay | Kane Jackson | How 'smart' investors are killing your future - and theirs too - Startup Daily

www.startupdaily.net
Apr 21, 2025 7:11 PM
Essay | John Hempton | Bronte Capital: When do you average down?

brontecapital.blogspot.com
Apr 18, 2025 6:45 PM
Presentation | Google Cloud Next '25 Opening Keynote in 10 minutes - YouTube

www.youtube.com
Apr 17, 2025 3:57 PM
Essay | Ananyo Bhattacharya | Why Physics Is Unreasonably Good at Creating New Math - Nautilus

nautil.us
Apr 17, 2025 2:26 AM
Books | Stewart Brand | Books in Progress

books.worksinprogress.co
Apr 16, 2025 4:12 PM
Essay | Matt Clifford | Technology entrepreneurship and the disruption of ambition | by Matt Clifford | Entrepreneurs First | Medium

medium.com
Apr 15, 2025 8:36 PM
Essay | Ian Cassel | Michael Steinhardt - In His Own Words

microcapclub.com
Apr 15, 2025 1:44 PM
The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein — All-In with Chamath, Jason, Sacks & Friedberg — Overcast

overcast.fm
Apr 14, 2025 6:33 PM
Essay | Warren Buffett | America's Growing Trade Deficit Is Selling the Nation Out From Under Us.

www.berkshirehathaway.com
Apr 13, 2025 1:31 PM
Essay | Dr Pippa | Tariffs, The American Mittelstand and The Mighty Wurlitzer

drpippa.substack.com
Apr 12, 2025 4:44 PM
Essay | Mark Newfield | Brahma Fear

open.substack.com
Apr 11, 2025 12:59 PM
Essay | Tobi Lutke | Reflexive AI usage is now a baseline expectation at Shopify

x.com
Apr 9, 2025 8:40 PM
Essay | Ian Cassel | Be Superman

microcapclub.com
Apr 9, 2025 1:47 AM
Essay | Kokotajlo et al. | AI 2027

ai-2027.com
Apr 7, 2025 12:41 PM
Howard Marks | on Credit Yields, Trump's Tariffs

www.youtube.com
Apr 7, 2025 1:09 AM
PlanB | Bitcoin Analysis April 2025

www.youtube.com
Apr 7, 2025 1:09 AM
***The Tucker Carlson Show | Treasury Secretary Scott Bessent Breaks Down Trump's Tariff Plan and Its Impact on the Middle Class

www.youtube.com
Apr 7, 2025 1:01 AM
Essay | Matthew C. Klein | How to Think About the Tariffs

theovershoot.co
Apr 4, 2025 2:29 PM
All-In Pod | Scott Bessent | All-In in DC!

www.youtube.com
Apr 4, 2025 2:21 AM
Essay | Stephen Miran | A Users Guide to Restructuring the Global Trading System

www.hudsonbaycapital.com
Apr 4, 2025 1:39 AM
Essay | Balanced Sheets: A Review of Matthew Klein and Michael Pettis's Trade Wars Are Class Wars | Alex Williams

www.phenomenalworld.org
Apr 4, 2025 1:22 AM
Book | Hamilton Helmer | Seven Powers

Apr 1, 2025 2:56 PM
Essay | Matt Zeigler | The Analog Rebellion: Finding Wholeness in a Fractured Digital Age

cultishcreative.com
Apr 1, 2025 2:27 PM
Just Press Record Pod | The Art of Time's Filter: How Music, Memory, and Meaning Find Their Way Through. John Candeto And Matt Reustle On JUST PRESS RECORD

cultishcreative.com
Apr 1, 2025 2:26 PM
Essay | Nintendo Shares Jump After Goldman Sees Switch 2 Unlocking Dormant Users  | ZeroHedge

www.zerohedge.com
Apr 1, 2025 2:26 PM
Essay | YC Demo Day Records Are Shattered… Again. | by Gabriel Jarrosson | Mar, 2025 | Medium

medium.com
Apr 1, 2025 2:26 PM
BG2 Pod | NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT — BG2Pod with Brad Gerstner and Bill Gurley — Overcast

overcast.fm
Mar 27, 2025 1:56 PM
***All-In Pod | Howard Lutnick | All-In in DC!

www.youtube.com
Mar 25, 2025 1:20 PM
Essay | Andrej Karpathy | How I use LLMs

www.youtube.com
Mar 25, 2025 1:17 PM
Research | Matthew Mezinskis | The chart – Porkopolis Economics

www.porkopolis.io
Mar 25, 2025 1:16 PM
Essay | Naval | "How to Get Rich (without getting lucky)"

x.com
Mar 25, 2025 1:15 PM
All-In Pod | White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue — All-In with Chamath, Jason, Sacks & Friedberg — Overcast

overcast.fm
Mar 24, 2025 10:11 PM
Essay | Eugene Ng | Vision Capital Living Will

visioncapitalfund.co
Mar 20, 2025 6:19 PM
FOMC | Summary of Economic Projections, March 19, 2025

www.federalreserve.gov
Mar 19, 2025 6:18 PM
Essay | Matt Zeigler | Why You Need A Personal Archive And How To Start One

cultishcreative.com
Mar 18, 2025 9:18 PM
Book | Douglas Hofstadter | Godel, Escher, Bach: An Eternal Golden Braid

Mar 17, 2025 12:17 PM
***ILTB Pod | Kelly Granat | Investing At Lone Pine - [Invest Like the Best, EP.414] — Invest Like the Best with Patrick O'Shaughnessy — Overcast

overcast.fm
Mar 13, 2025 12:28 PM
Lecture | Adrian Bejan | Nature, evolution and purpose - open lecture by prof. Adrian Bejan

www.youtube.com
Mar 12, 2025 6:35 PM
Book | Daniel H. Kim and Virginia Anderson | Systems Archetype Basics: From Story to Structure

thesystemsthinker.com
Mar 12, 2025 6:34 PM
Research | Jesse Myers | Bitcoin's Full Potential Valuation

www.onceinaspecies.com
Mar 11, 2025 6:57 PM
Interview | David Sacks on Bitcoin Reserve, Auditing Crypto, AI

www.youtube.com
Mar 11, 2025 4:31 PM
Bitcoin Fundamentals Pod | BTC224: Global Liquidity and Bitcoin w/ Matthew Mezinskis (Bitcoin Podcast) — We Study Billionaires - The Investor’s Podcast Network — Overcast

overcast.fm
Mar 6, 2025 1:32 PM
***20VC Pod | Jonathan Ross | NVIDIA vs Groq: The Future of Training vs Inference | Meta, Google, and Microsoft’s Data Center Investments: Who Wins | Data, Compute, Models: The Core Bottlenecks in AI & Where Value Will Distribute with Jonathan Ross, Founder @ Groq — The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch — Overcast

overcast.fm
Mar 5, 2025 1:05 PM
Essay | Marvin Barth | La Cosa Nostra Americana

substack.com
Mar 4, 2025 2:42 PM
BG2 Pod | Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner — BG2Pod with Brad Gerstner and Bill Gurley — Overcast

overcast.fm
Mar 4, 2025 1:04 PM
Book | Jules Verne | A Journey to the Center of the Earth

Mar 4, 2025 1:01 AM
Research | Mind the gaps: Europe’s to-do list for defense without the US

www.defensenews.com
Mar 3, 2025 9:09 PM
Essay | BlackRock Adds IBIT to Model Portfolios That Allow Alternatives - Bloomberg

www.bloomberg.com
Feb 28, 2025 8:10 PM
***Research | Mauboussin GPT

mauboussinarchive.vercel.app
Feb 28, 2025 7:32 PM
Research | Shadow Government Statistics - Home Page

www.shadowstats.com
Feb 28, 2025 7:31 PM
***20VC Pod | Steeve Morin | Why Google Will Win the AI Arms Race & OpenAI Will Not | NVIDIA vs AMD: Who Wins and Why | The Future of Inference vs Training | The Economics of Compute & Why To Win You Must Have Product, Data & Compute with Steeve Morin @ ZML — The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch — Overcast

overcast.fm
Feb 25, 2025 10:48 PM
Essay | Alphapicks | Global Primer Series: Convertible Bond Arbitrage

www.alphapicks.co.uk
Feb 24, 2025 10:18 AM
Research | Thales Teixeira | The Rising Cost of Consumer Attention: Why You Should Care, and What You Can Do about It - Working Paper - Faculty & Research - Harvard Business School

www.hbs.edu
Feb 18, 2025 9:44 AM
Research | Todd Spangler | YouTube Viewing on TV Now Surpasses Mobile, Desktop in US

variety.com
Feb 18, 2025 9:42 AM
Marc Andreessen - The Battle For Tech Supremacy - [Invest Like the Best, EP.410] — Invest Like the Best with Patrick O'Shaughnessy — Overcast

overcast.fm
Feb 14, 2025 9:02 PM
Essay | Erik Hoel | brAIn drAIn - by Erik Hoel - The Intrinsic Perspective

www.theintrinsicperspective.com
Feb 14, 2025 7:49 PM
Essay | Nichoals Carr | The Tyranny of Now

www.thenewatlantis.com
Feb 14, 2025 12:30 AM
Essay | Casey Handmer | Stuff you should have been taught in college but weren’t – Casey Handmer's blog

caseyhandmer.wordpress.com
Feb 12, 2025 4:49 PM
Research | PSH 2025 Annual Investor Presentation

assets.pershingsquareholdings.com
Feb 12, 2025 6:06 AM
Research | Jeffrey Emanuel | The Short Case for Nvidia Stock | YouTube Transcript Optimizer

youtubetranscriptoptimizer.com
Feb 12, 2025 4:12 AM
Research | Asheef Lalani | Fairfax Financial: A Generational Opportunity

berczyparkcapital.substack.com
Feb 10, 2025 3:12 PM
Unchained Pod | Bits + Bips: How Trump’s Tariffs Are Bullish for Bitcoin Both Long- and Short-Term - Ep. 778 — Unchained — Overcast

overcast.fm
Feb 10, 2025 1:36 PM
Essay | Tom Morgan | Going Beyond Buffett

newsletter.theleading-edge.org
Feb 9, 2025 6:42 PM
Essay | Tom Morgan | The Emperor is Naked - by Tom Morgan - The Leading Edge

newsletter.theleading-edge.org
Feb 7, 2025 9:37 PM
Essay | Graham Duncan | Finding a good coach - Graham Duncan Blog

grahamduncan.blog
Feb 7, 2025 12:49 PM
Essay | Erik Markowitz | Investing in the next generation of AI - Big Think

bigthink.com
Feb 6, 2025 7:55 PM
Essay | Erik Markowitz | Lessons from the “pain cave”: What marathoners can teach investors

bigthink.com
Feb 6, 2025 7:10 PM
Essay | Erik Markowitz | The rising value of in-person connection

bigthink.com
Feb 6, 2025 7:06 PM
Essay | Erik Markowitz | When research is cheap, conviction becomes priceless

bigthink.com
Feb 6, 2025 7:03 PM
Essay | Erik Markowitz | The Kevin Kelly interview: The power of “radical optimism” - Nightview Capital | Fundamental equity investors

www.nightviewcapital.com
Feb 6, 2025 7:00 PM
Essay | Erik Markowitz | The Rory Sutherland interview: Bees, magic, and the folly of “Laplace’s demon"

bigthink.com
Feb 6, 2025 6:53 PM
***Global Alts Conference | Antonio Gracias and Gavin Baker | The Future of Artificial Intelligence | Global Alts Miami 2025

youtube.com
Feb 6, 2025 6:07 PM
All-In Pod | DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks — All-In with Chamath, Jason, Sacks & Friedberg — Overcast

overcast.fm
Feb 6, 2025 1:56 PM
ILTB Pod | Graham Duncan | Talent Whisperer - [Invest Like the Best, EP.409] — Invest Like the Best with Patrick O'Shaughnessy — Overcast

overcast.fm
Feb 6, 2025 1:54 PM
The Art of Quality Pod | Mark Hellweg | Quality in the World of Coffee — The Art of Quality — Overcast

overcast.fm
Feb 6, 2025 1:54 PM
***BG2 Pod | DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner — BG2Pod with Brad Gerstner and Bill Gurley — Overcast

overcast.fm
Feb 6, 2025 1:53 PM
***Monetary Matters Pod | Joseph Wang | Tariffs Are Coming & They Will Be Bad For Stocks (But Good for America)

podcasts.apple.com
Feb 3, 2025 11:28 AM
Unchained Pod | Vivek Raman | Why Ethereum’s New Marketing Arm Is Convinced Wall Street Will Adopt ETH - Ep. 771 — Unchained — Overcast

overcast.fm
Jan 30, 2025 10:24 PM
Essay | Edward Zitron | OpenAI Is A Bad Business

www.wheresyoured.at
Jan 29, 2025 8:36 PM
Essay | Jeff Park | The Radical Portfolio Theory

dgt10011.substack.com
Jan 28, 2025 4:18 PM
Research | Decoding Community

www.canva.com
Jan 28, 2025 1:09 AM
Research | Mark Solms | A Journey to the Source of Consciousness | Psychology Today

www.psychologytoday.com
Jan 27, 2025 7:41 PM
Essay | Ben Thompson | DeepSeek FAQ – Stratechery by Ben Thompson

stratechery.com
Jan 27, 2025 2:14 PM
Research | Kevin Mills et al. | What is Ethereum Worth?

whatisethereumworth.com
Jan 26, 2025 2:25 PM
***Research | John Pfeffer | An Investor's Take on Cryptoassets v6.pdf

hostingfilesonline.co.uk
Jan 26, 2025 2:24 PM
Research | Mane Kara-Yakoubian | Strategic disinvestment from masculinity linked to poor psychosocial outcomes

www.psypost.org
Jan 26, 2025 2:22 PM
Research | Matthew Ball | The State of Video Gaming in 2025 — MatthewBall.co

www.matthewball.co
Jan 24, 2025 3:57 AM
Essay | Rebecca Szkutak | Here are the types of AI companies enterprise VCs want to back in 2025 | TechCrunch

techcrunch.com
Jan 21, 2025 1:16 PM
Research | Index Ventures | Scaling Through Chaos

www.indexventures.com
Jan 21, 2025 1:16 PM
Essay | Fallible Ideas – Taking Children Seriously

fallibleideas.com
Jan 21, 2025 11:55 AM
Essay | "Taking Children Seriously" Is Bad – Criticism from a former TCSer.

takingchildrenseriouslyisbad.wordpress.com
Jan 21, 2025 11:51 AM
Business Breakdowns Pod | Gaming Consoles Part 3: Nintendo - [Business Breakdowns, EP.203] — Business Breakdowns — Overcast

overcast.fm
Jan 19, 2025 5:33 PM
All-In Pod | Red-pilled Billionaires, LA Fire Update, Newsom’s Price Caps, TikTok Ban, Jobless MBAs — All-In with Chamath, Jason, Sacks & Friedberg — Overcast

overcast.fm
Jan 19, 2025 5:21 PM
Research | Pitchbook | Top 30 VC funds fundraising 12/11/2024

pitchbook.infogram.com
Jan 16, 2025 10:05 PM
Essay | Willy Shih | The Real Lessons From Kodak’s Decline

www.krlretirees.com
Jan 16, 2025 8:30 PM
***Essay | Howard Marks | On Bubble Watch — Overcast

overcast.fm
Jan 16, 2025 1:11 PM
Essay | Edward Zitron | The Man Who Killed Google Search

www.wheresyoured.at
Jan 15, 2025 10:42 AM
Documentary | Ken Fritz | One Man's Dream - Ken Fritz Documentary about the world's best stereo system - YouTube

www.youtube.com
Jan 14, 2025 2:19 AM
BG2 Pod | Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner — BG2Pod with Brad Gerstner and Bill Gurley — Overcast

overcast.fm
Jan 13, 2025 1:55 PM
Essay | Cliff Asness | 2035: An Allocator Looks Back Over the Last 10 Years

www.aqr.com
Jan 3, 2025 2:23 PM
Research | Hindenburg | Carvana: A Father-Son Accounting Grift For The Ages

hindenburgresearch.com
Jan 2, 2025 8:17 PM
Research | Electric Capital | Developer Report: Analysis of Open-Source Crypto Developers

www.developerreport.com
Jan 2, 2025 5:41 PM
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