BTC107: THE REAL IMPACT OF THE IMF & WORLD BANK W/ ALEX GLADSTEIN & SAM CALLAHAN
Bitcoin Fundamentals PodcastPreston PyshSam CallahanAlex GladsteinBitcoin
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All-In PodcastDavid FriedbergDavid SacksJason CalacanisChamath Palihapitiya
www.youtube.com
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Supercycles & Power Laws are the Most Important Things in Investing | Brad Gerstner Full Interview
20VC PodcastHarry StebbingsBrad GerstnerAltimeter Capital
www.youtube.com
Oct 11, 2022
Everything We’ve Learned About Modern Economic Theory Is Wrong
EssayBrandon KochkodinErgodicity
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#136: Ergodicity — Ole Peters
The Jolly Swagman PodcastOle PetersJoseph WalkerErgodicity
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Global Instability and Software’s Opportunity | Palantir CEO Alex Karp and Stanley Druckenmiller
InterviewStan DruckenmillerAlex KarpPalantir
www.youtube.com
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LinkedIn’s Series B (annotated) Pitch to Greylock
Pitch DeckReid Hoffman
www.reidhoffman.org
Oct 4, 2022
Idea Legos
Not Boring NewsletterPacky McCormickWeb3
www.notboring.co
Oct 3, 2022
Ergodicity: Definition, Examples, and Implications
BookLuca Dellanna
www.amazon.com
Oct 3, 2022
Outliers, Revisited
Revisionist History PodcastMalcolm GladwellOutliers
www.pushkin.fm
Oct 3, 2022
Energy and Geopolitics with Doomberg
The 1020 PodcastRalph SchoellhammerDoomberg
open.spotify.com
Sep 30, 2022
What Killed Michael Porter's Monitor Group? The One Force That Really Matters
EssaySteve DenningMonitor Group
www.forbes.com
Sep 30, 2022
Charles Goodhart & Manoj Pradhan: Predicting a global inflation revival
Political Economy PodcastJames PethokoukisCharles GoodhartManoj Pradhan
open.spotify.com
Sep 28, 2022
Iain McGilchrist lecture to Columbia Business School
LectureIain McGilchristChris BeggColumbia Business School
Sep 28, 2022
Time for a Change: Introducing irreversible time in economics - Dr Ole Peters
LectureOle PetersErgodicity
www.youtube.com
Sep 22, 2022
Power Laws: How Nonlinear Relationships Amplify Results
EssayFarnam StreetShane Parrish
fs.blog
Sep 21, 2022
Where good ideas come from
TED TalkSteven Johnson
www.ted.com
Sep 14, 2022
***How can we fix the Market for Solutions?
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Sep 9, 2022
#248 Titan: The Life of John D. Rockefeller
Founders PodcastDavid SenraJohn D. RockefellerStandard Oil
founders.simplecast.com
Sep 9, 2022
The Mystery of the Miracle Year
The Lunar SocietyDwarkesh Patel
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Sep 9, 2022
Primer: The Ambitious Home for Ambitious Kids
Not Boring NewsletterPacky McCormickRyan DelkMaksim StepanenkoPrimer
www.notboring.co
Sep 8, 2022
#234 Sam Walton: Made In America
Founders PodcastDavid SenraSam WaltonWal-Mart
Sep 5, 2022
#244 In-N-Out Burger: A Behind-The-Counter Look At The Fast-Food Chain That Breaks All The Rules
Founders PodcastDavid SenraIn-N-Out BurgerHarry SnyderEsther Snyder
Sep 3, 2022
***David Senra - Passion & Pain
Invest Like the Best PodcastDavid SenraPatrick O'Shaughnessy
www.joincolossus.com
Sep 1, 2022
Robert F. Smith - Investing in Enterprise Software
Invest Like the Best PodcastRobert F. SmithPatrick O'Shaughnessy
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***Will Thorndike - The Power of Long Holding Periods
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InterviewAcquired.fm PodcastNZS CapitalBrinton JohnsBrad Slingerlend
www.youtube.com
Aug 26, 2022
A History of Family Offices
EssayCompound
manual.withcompound.com
Aug 23, 2022
Is Value Just an Interest Rate Bet? Spoiler Alert: Not Even Close.
EssayCliff Asness
www.aqr.com
Aug 23, 2022
Amusing Ourselves to Death
BookNeil PostmanEssayDan Silvestre
dansilvestre.com
Aug 22, 2022
Lifestyles
EssayMorgan Housel
www.collaborativefund.com
Aug 22, 2022
Compress to Impress
EssayEugene Wei
www.eugenewei.com
Aug 15, 2022
Monetary Policy in a World of Conflicting Data
TalkChristopher Waller
www.federalreserve.gov
Jul 18, 2022
The Aspirational Investor
Capital Allocators PodcastAshvin ChhabraTed Seides
capitalallocators.com
Jul 17, 2022
Crypto for Institutions 2: The Future of Crypto
Capital Allocators PodcastOlaf Carlson-WeeTed Seides
capitalallocators.com
Jul 17, 2022
Why you will fail to have a great career
TEDx TalkLarry Smith
www.youtube.com
Jul 15, 2022
How boredom can lead to your most brilliant ideas
TED TalkManoush Zomorodi
www.ted.com
Jul 15, 2022
Has Venture Lost Its Soul?
EssayEvan ArmstrongSebastian Mallaby
every.to
Jul 15, 2022
Digital Alchemy: A Post-Mortem of the Crypto Crash
EssayLyn Alden
www.lynalden.com
Jul 15, 2022
Why Web3 Matters
EssayChris Dixon
future.com
Jul 7, 2022
Chris Dixon — The Future of Blockchain at a16z
Capital Allocators PodcastChris DixonTed Seides
capitalallocators.com
Jul 7, 2022
***Chris Dixon - The Potential of Blockchain Technology
Invest Like the Best PodcastChris DixonPatrick O'Shaughnessy
www.joincolossus.com
Jul 7, 2022
Jon Bathgate of NZS discussing TSMC / Semis
The LatticeworkJon BathgateNZS Capital
www.youtube.com
Jul 6, 2022
Crypto for Institutions 2: Allocator's Perspective on Blockchain
Capital Allocators PodcastMarcos VeremisTed Seides
capitalallocators.com
Jul 5, 2022
***Kenneth Stanley - Greatness Without Goals
Invest Like the Best PodcastKen StanleyPatrick O'Shaughnessy
www.joincolossus.com
Jul 4, 2022
John Pfeffer — Crypto for Institutions
Capital Allocators PodcastJohn PfefferTed SeidesBitcoin
Jun 30, 2022
Ted with Patrick O’Shaughnessy — Lessons from the World’s Elite Money Managers
Capital Allocators PodcastTed SeidesPatrick O'Shaughnessy
Jun 28, 2022
Crypto for Institutions 1: Eric Peters — the Macro Case for Bitcoin
Capital Allocators PodcastEric PetersTed SeidesBitcoin
Jun 28, 2022
Find the smartest technologist in the company and make them CEO
InterviewMarc AndreessenRick Tetzeli
www.mckinsey.com
Jun 25, 2022
The Changing World Order
BookRay Dalio
Jun 25, 2022
Meet Zoltan, the sellside Jules Verne
InterviewZoltan Pozsar
www.ft.com
Jun 24, 2022
#596: Edward O. Thorpe, A Man For All Markets
The Tim Ferriss ShowEdward ThorpeTim Ferriss
Jun 23, 2022
***Is Hyperinflation Coming? With Preston Pysh
What Bitcoin Did PodcastPreston PyshPeter McCormackBitcoin
www.youtube.com
Jun 21, 2022
Sohn 2022 | Patrick Collison in conversation with Sam Bankman-Fried
InterviewPatrick CollisonSam Bankman-Fried
www.youtube.com
Jun 13, 2022
Sohn 2022 | An Investment Idea from David Einhorn
Video EssayDavid Einhorn
www.youtube.com
Jun 13, 2022
Sohn 2022 | John Collison in conversation with Stanley Druckenmiller
InterviewJohn CollisonStan Druckenmiller
www.youtube.com
Jun 13, 2022
E76.5: Food shortage, China's grand plan, inflation, French election plus an All-In Summit preview
All-In Podcast
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Jun 7, 2022
Brian Schimpf - Anduril: Building The Future of Defense
The Business Breakdowns PodcastPatrick O'ShaughnessyBrian SchimpfAnduril
www.joincolossus.com
Jun 5, 2022
Marc Rubinstein - Goldman Sachs: Fortune Favors The Old
The Business Breakdowns PodcastMatt ReustleMarc Rubinstein
www.joincolossus.com
Jun 4, 2022
#AIS: Opening chat with Miami Mayor Francis Suarez
All-In PodcastFrancis Suarez
www.youtube.com
Jun 4, 2022
How to Invent and Invest In the Future with Josh Wolfe
Where It Happens PodcastJosh WolfeSahil Bloom
www.youtube.com
Jun 3, 2022
#AIS: Joe Lonsdale on the problem with higher education
All-In PodcastJoe Lonsdale
www.youtube.com
Jun 2, 2022
419 – Peter Zeihan – Deglobalization, Depopulation, & What It Means Going Forward
The Meb Faber ShowPeter ZeihanMeb Faber
www.youtube.com
Jun 1, 2022
Aswath Damodaran - Making Sense of the Market
Invest Like the Best PodcastAswath DamodaranPatrick O'Shaughnessy
www.joincolossus.com
May 31, 2022
#AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence
All-In PodcastJames LitinskyMP Materials
www.youtube.com
May 31, 2022
***Tobi Lutke - Embrace the Unexpected
Invest Like the Best PodcastTobi LutkePatrick O'ShaughnessyShopify
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#AIS: Pear VC’s Mar Hershenson on making successful founders
All-In PodcastMar Hershenson
www.youtube.com
May 30, 2022
#AIS: FiveThirtyEight's Nate Silver on how gamblers think
All-In PodcastNate Silver
www.youtube.com
May 30, 2022
#AIS: Glenn Greenwald & Matt Taibbi discuss the new political divide, moderated by David Sacks
All-In PodcastGlenn GreenwaldMatt Taibbi
May 30, 2022
The Postmodern Portfolio
ResearchGrayscale
www.institutionalinvestor.com
May 30, 2022
#AIS: Divvy Homes CEO Adena Hefets breaks down the state of the US housing market
All-In PodcastAdena Hefets
www.youtube.com
May 29, 2022
#AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022
All-In PodcastTim UrbanKeith Rabois
www.youtube.com
May 28, 2022
#AIS: Antonio Garcia Martinez & Glenn Greenwald debate Ukraine, moderated by David Sacks
All-In PodcastAntonio Garcia MartinezGlenn Greenwald
www.youtube.com
May 28, 2022
***E83: Market slide continues, and how to address Uvalde
All-In PodcastBrad Gerstner
www.youtube.com
May 27, 2022
E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen
All-In PodcastClaire Cormier ThielkeRyan Petersen
www.youtube.com
May 26, 2022
E69: Elon Musk on Twitter's bot problem, SpaceX's grand plan, Tesla stories, Giga Texas & more
All-In PodcastElon Musk
www.youtube.com
May 26, 2022
The Psychology of Money
BookMorgan Housel
May 25, 2022
***E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
All-In PodcastBill GurleyBrad Gerstner
www.youtube.com
May 25, 2022
How the World Really Works
BookVaclav Smil
May 17, 2022
E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
All-In PodcastJason CalacanisDavid FriedbergDavid SacksChamath Palihapitiya
www.youtube.com
May 15, 2022
*** An Exact Breakdown of How One CEO Spent His First Two Years of Company-Building
EssaySam Corcos
review.firstround.com
May 13, 2022
Bill Gates Is So Over This Pandemic
InterviewSteven LevyBill Gates
www.wired.com
May 13, 2022
BTC077: Bitcoin Solves the Time Stamping Problem w/ Gigi
The Investor's PodcastPreston PyshGigi
www.theinvestorspodcast.com
May 12, 2022
Shredding the endowment investing playbook w/ Scott Wilson, CIO of Washington University in St. Louis
Securities PodcastJosh WolfeScott Wilson
luxcapital.com
May 12, 2022
What matters in 10 years? A talk with Cliff Sosin about company culture & information gathering
Good Investing TalksTilman VerschCliff Sosin
www.youtube.com
May 10, 2022
Chris Hohn Is A Hedge Fund Manager Like No Other
Essay
www.institutionalinvestor.com
May 10, 2022
CHF Weekly for 20220508
May 9, 2022
E79: Analyzing the leaked draft overturning Roe v. Wade with Amy Howe and Tom Goldstein
All-In PodcastJason CalacanisDavid SacksDavid FriedbergChamath PalihapitiyaAmy HoweTom Goldstein
www.youtube.com
May 9, 2022
E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest
All-In PodcastJason CalacanisChamath PalihapitiyaDavid SacksDavid Friedberg
www.youtube.com
May 9, 2022
After Babel: Why the Past 10 Years of American Life Have Been Uniquely Stupid
EssayThe AtlanticJonathan Haidt
www.theatlantic.com
May 4, 2022
The Secrets of Big Tech
EssayThe Economist
www.economist.com
May 3, 2022
How Permanent Funds Work
EssayPermanent EquityEmily Holdman
www.permanentequity.com
May 3, 2022
103 Bits of Advice I Wish I Had Known
Kevin KellyThe Technium
kk.org
May 3, 2022
***Antonio Gracias — Pro-Entropic Investing
Invest Like the Best PodcastAntonio GraciasPatrick O'ShaughnessySpaceXGoPuff
www.joincolossus.com
May 2, 2022
Eric Golden - Quarterly Market Recap
Web3 Breakdowns PodcastEric GoldenMatt Reustle
www.joincolossus.com
Apr 27, 2022
E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong
All-In PodcastJason CalacanisDavid SacksDavid FriedbergChamath PalihapitiyaBrian Armstrong
www.youtube.com
Apr 25, 2022
TIP442: Investing in Stocks with Mohnish Pabrai
The Investor's PodcastMohnish PabraiStig Brodersen
www.theinvestorspodcast.com
Apr 25, 2022
BTC074: Bitcoin is Property with Eric Weiss
The Investor's PodcastPreston PyshEric WeissBitcoin
www.theinvestorspodcast.com
Apr 24, 2022
Real Estate as Inflation Hedge
EssayWoodlock House Family CapitalChris Mayer
www.woodlockhousefamilycapital.com
Apr 19, 2022
Alexandr Wang - A Primer on AI
Invest Like the Best PodcastAlexandr WangPatrick O'ShaughnessyScale AI
www.joincolossus.com
Apr 19, 2022
The History of Money
Essay
nydig.com
Apr 15, 2022
Principles for Dealing with the Changing World Order by Ray Dalio
Video EssayRay Dalio
www.youtube.com
Apr 11, 2022
My Investor Q&A - with questions on management, building RV Capital and my holdings
RV CapitalBusiness Owners FundRob Vinall
youtu.be
Apr 8, 2022
The Sovereign Individual - with Su Zhu and Hasu
Uncommon Core PodcastSu ZhuHasu
www.youtube.com
Apr 7, 2022
E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
All-In PodcastJason CalacanisDavid SacksDavid FriedbergChamath Palihapitiya
www.youtube.com
Apr 7, 2022
Hamish Corlett - Block: Square, Cash App, and Economic Access
The Business Breakdowns PodcastJesse PujjiHamish CorlettSquare IncBlock Inc
www.joincolossus.com
Apr 6, 2022
Is Nintendo stock winning in the 2020s, Ryan O'Connor & Todd Wenning?
Good Investing TalksRyan O'ConnorTodd WenningTilman Versch
www.youtube.com
Apr 6, 2022
Bitcoin Macro Strategy
InterviewMichael SaylorRoss Stevens
www.youtube.com
Apr 5, 2022
The Time Value of Time
EssayMike SpeiserSutter Hill Ventures
www.linkedin.com
Apr 4, 2022
***E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
All-In PodcastBrad GerstnerJason CalacanisDavid SacksChamath Palihapitiya
www.youtube.com
Apr 4, 2022
The Grant Williams Podcast: Luke Gromen — Full Episode
The Grant Williams PodcastLuke Gromen
Mar 30, 2022
Dennis Hong, how does ShawSpring Partners define ecosystem control? A chat with Rob Vinall
Rob VinallDennis Hong
www.youtube.com
Mar 29, 2022
Altimeter (with Brad Gerstner)
Acquired.fm PodcastBrad GerstnerBen GilbertDavid Rosenthal
www.youtube.com
Mar 28, 2022
Bretton Woods III
EssayZoltan PozsarCredit Suisse
plus2.credit-suisse.com
Mar 25, 2022
Projjal Ghatak: Stanford GSB Experience, Uber War Stories & Founder Safety Nets
Brave PodcastProjjal GhatakJeremy AuOnLoop
Mar 25, 2022
Josh Wolfe — Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8
Capital Allocators PodcastTed SeidesJosh Wolfe
Mar 23, 2022
***Bitcoin Macro Strategy
InterviewMichael SaylorRoss Stevens
www.youtube.com
Mar 17, 2022
A Stagflationary Panic Grips The Stock Market
Ensemble Capital Podcast
intrinsicinvesting.com
Mar 14, 2022
Ark Invest CEO Cathie Wood on everything from deflation to Elon Musk
EssayFinancial TimesCathie WoodARKK
www.ft.com
Mar 14, 2022
The Improbability of Rising Rates
EssayBrinton JohnsBrad SlingerlendNZS Capital
www.nzscapital.com
Mar 14, 2022
***The Life Force Revolution with Tony Robbins
Richer Wiser Happier PodcastWilliam GreenTony Robbins
Mar 13, 2022
Inflation's Near-Term Surprise
InterviewResearch AffiliatesRob ArnottInflation
www.researchaffiliates.com
Mar 9, 2022
HARRIS KUPPERMAN — “GLOBAL MICRO” MEETS EVENT-DRIVEN INVESTING
InterviewReal VisionHarris Kupperman
www.realvision.com
Mar 9, 2022
E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
All-In PodcastDavid SacksJason CalacanisChamath PalihapitiyaDavid Friedberg
www.youtube.com
Mar 9, 2022
Why is Ukraine the West's Fault? Featuring John Mearsheimer
LectureJohn Mearsheimer
www.youtube.com
Mar 8, 2022
The High Returns With High Volatility Game
EssayJoel Cohen
emergingmanagers.org
Mar 4, 2022
Does my son know you?
EssayJonathan Tjarks
www.theringer.com
Mar 4, 2022
A Good Filter For Finding Winners
EssayChris MayerWoodlock House Family Capital
www.woodlockhousefamilycapital.com
Mar 3, 2022
Frank Slootman - Narrow the Focus, Increase the Quality
Invest Like the Best PodcastFrank SlootmanPatrick O'ShaughnessySnowflake
www.joincolossus.com
Feb 23, 2022
***John Pfeffer - Adapt and Evolve
Invest Like the Best PodcastJohn PfefferPatrick O'ShaughnessyBitcoinEthereum
www.joincolossus.com
Feb 21, 2022
Joey Levin - Building an Anti-Conglomerate
Invest Like the Best PodcastJoey LevinPatrick O'ShaughnessyIAC
www.joincolossus.com
Feb 20, 2022
David Rosenthal’s critique of digital assets
EssayDavid Rosenthal
blog.dshr.org
Feb 14, 2022
Data Update 1 for 2022: It's Moneyball Time!
Aswath Damodaran
www.youtube.com
Feb 13, 2022
***An Institutional Investor’s Take on Digital Assets
EssayJohn Pfeffer
s3.eu-west-2.amazonaws.com
Feb 9, 2022
The Case for Quantum Change
EssayOne River Digital Asset ManagementEric PetersBitcoinEthereum
static1.squarespace.com
Feb 7, 2022
The Future of Solo Capitalists
EssayThe Generalist NewsletterMario Gabelli
www.readthegeneralist.com
Feb 7, 2022
Reminiscences of a Stock Operator
BookEdwin LefevreJesse Livermore
Feb 1, 2022
It's Time To Go To Cash For The Next 7 Years - 1-Year Update
EssayKCI Research Ltd
seekingalpha.com
Jan 31, 2022
Stocks haven’t bottomed yet
EssayMott Capital Management
seekingalpha.com
Jan 31, 2022
Scott Miller Q4 2021 Investor Letter
EssayScott MillerGreenhaven Road
static1.squarespace.com
Jan 29, 2022
***Gavin Baker — The Cyclone Under the Surface
Invest Like the Best PodcastGavin BakerPatrick O'Shaughnessy
www.joincolossus.com
Jan 28, 2022
Has the Great Growth Bull Taken Its Last Gasp?
EssayMiller Value PartnersSamantha McLemoreChristina Siegel
millervalue.com
Jan 23, 2022
Laser eyes on price
EssayGrant's Interest Rate ObserverChris Bloomstran
Jan 22, 2022
Ethereum: The Future of Finance
EssayOne River Digital Asset Management
static1.squarespace.com
Jan 21, 2022
Selling Out
EssayMarks MemosHoward Marks
www.oaktreecapital.com
Jan 20, 2022
The Ripple Effects of Pursuing Mastery
EssayBlas Moros
Jan 20, 2022
LET THE WILD RUMPUS BEGIN
EssayJeremy GranthamGMO
www.gmo.com
Jan 20, 2022
Chartbook January 2022
ChartbookDelphi DigitalReal Vision
Jan 20, 2022
Art of Trading - with Light, Su Zhu, and Hasu
Uncommon Core PodcastSu ZhuHasuLight
www.youtube.com
Jan 20, 2022
You Can’t Kill the Bloomberg Terminal. But If You Were Going to Try, Here’s How.
EssayByrne Hobart
marker.medium.com
Jan 19, 2022
Atomic Habits
BookJames Clear
Dec 27, 2021
Ethereum vs. Alt L1s - with Su Zhu and Hasu
Uncommon Core PodcastSu ZhuHasu
youtu.be
Dec 20, 2021
Ask me anything with Raoul Pal — DEC. 16 2021
Real VisionRaoul PalSamuel Burke
www.realvision.com
Dec 17, 2021
Kuppy is active on $LEE
Yet Another Value ChannelAndrew WalkerKuppyLee Enterprises
www.youtube.com
Dec 17, 2021
How to evaluate good management, Rob Vinall (RV Capital)?
Good Investing TalksRob VinallTilman Versch
www.good-investing.net
Dec 16, 2021
Clifford Sosin on Cardlytics $CDLX
Yet Another Value ChannelCliff SosinCardlyticsHerbalifeCarvana
www.youtube.com
Dec 16, 2021
The Age of Financial Misinformation
Of Dollars and DataNick MaggiulliChart Crimes
ofdollarsanddata.com
Dec 14, 2021
'Tesla as the World’s Biggest Robot Company:' Elon Musk on AI and U.S. Innovation | WSJ
Wall Street JournalElon MuskTeslaSpaceX
www.youtube.com
Dec 13, 2021
Reflation vs Stagflation: The Great Policy Showdown
KPMG EconomicsConstance HunterInflation
www.kpmg.us
Dec 13, 2021
Graham & Doddsville Fall 2021
Graham & Doddsville NewsletterGavin Baker
Dec 13, 2021
E58: November's CPI, preparing for a downturn, macro outlook, Better.com's botched layoffs & more
All-In PodcastJason CalacanisDavid SacksDavid FriedbergChamath Palihapitiya
www.youtube.com
Dec 11, 2021
Not Boring (with Packy McCormick)
Acquired.fm PodcastPacky McCormickDavid RosenthalBen GilbertNot Boring Company
www.acquired.fm
Dec 10, 2021
Bill Gurley, Philip Rosedale - Back to the Future
Invest Like the Best PodcastPhilip RosedaleBill GurleyPatrick O'Shaughnessy
www.joincolossus.com
Dec 10, 2021
Greenhaven Road Digital Turbine presentation
ResearchGreenhaven RoadDigital Turbine
static1.squarespace.com
Dec 9, 2021
Greenhaven Road Q3 2021 Investor Letter
EssayScott MillerDigital TurbinePar TechnologiesElastic SoftwareMarketWiseGreenhaven RoadKKR
static1.squarespace.com
Dec 9, 2021
Not Boring (with Packy McCormick)
Acquired.fm PodcastPacky McCormickDavid RosenthalBen GilbertNot Boring Company
www.youtube.com
Dec 8, 2021
Josh Waitzkin — How to Cram 2 Months of Learning into 1 Day | The Tim Ferriss Show
The Tim Ferriss ShowJosh WaitzkinTim Ferriss
www.youtube.com
Dec 8, 2021
Chris Bloomstran | Semper Augustus 10q
Frontier PodcastChris Bloomstran
Dec 8, 2021
E57: Understanding Omicron, tech stocks plummet, VC's great resignation, Jack Dorsey's departure
All-In PodcastJason CalacanisDavid SacksDavid FriedbergChamath Palihapitiya
www.youtube.com
Dec 4, 2021
The Fable of the Drago -Tyrant
EssayNick Bostrom
Dec 3, 2021
Jordan Peterson on Rules for Life, Psychedelics, The Bible, and Much More | The Tim Ferriss Show
The Tim Ferriss ShowJordan PetersonTim Ferriss
www.youtube.com
Dec 3, 2021
E56: Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government
All-In PodcastJason CalacanisDavid SacksDavid FriedbergChamath Palihapitiya
www.youtube.com
Dec 3, 2021
Bitcoin Stock-to-Flow Cross Asset Model
EssayPlan B
medium.com
Nov 30, 2021
Balaji Srinivasan on Bitcoin, The Great Awokening, Reputational Civil War, and Much More
The Tim Ferriss ShowBalaji SrinivasanTim Ferriss1729BitcoinWeb3
www.youtube.com
Nov 30, 2021
Crypto tokens are productive assets
Token Terminal SubstackBitcoinEthereumUniswapSushiSwap
tokenterminal.substack.com
Nov 30, 2021
Reflation vs Stagflation: The Great Policy Showdown
KPMG EconomicsConstance HunterInflation
www.kpmg.us
Nov 30, 2021
This Will Not Last
Of Dollars and DataNick Maggiulli
ofdollarsanddata.com
Nov 30, 2021
Bill Miller's Journey (Part II): Lessons of Triumph and Tragedy
Neckar's Insecurity Analysis NewsletterFrederik GieschenBill Miller
neckar.substack.com
Nov 29, 2021
Wages, Inflations & the Economy
Stand Up! podcast with Peter DominickBarry RitholtzInflation
ritholtz.com
Nov 29, 2021
Ritholtz.com November 2021 entries (focus on inflation)
The Big PictureBarry RitholtzInflation
ritholtz.com
Nov 28, 2021
E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more
All-In PodcastDavid FriedbergDavid SacksJason CalacanisChamath Palihapitiya
www.youtube.com
Nov 24, 2021
The Winds of Change
Marks MemosHoward Marks
www.oaktreecapital.com
Nov 23, 2021
Betting on Change
Neckar's Insecurity Analysis NewsletterFrederik Gieschen
neckar.substack.com
Nov 23, 2021
Attempting the Impossible
Neckar's Insecurity Analysis NewsletterFrederik Gieschen
neckar.substack.com
Nov 23, 2021
The Reading Obsession
Neckar's Insecurity Analysis NewsletterFrederik GieschenWarren Buffett
neckar.substack.com
Nov 23, 2021
What the smartest people do on the weekend is what everyone else will do during the week in ten years
EssayChris Dixon
cdixon.org
Nov 23, 2021
Bill Miller: An Investor's Evolution (Part 1)
Neckar's Insecurity Analysis NewsletterFrederik GieschenBill Miller
neckar.substack.com
Nov 23, 2021
Terra: The Moon Also Rises
The Generalist NewsletterMario GabrieleLuna
www.readthegeneralist.com
Nov 23, 2021
Balaji Srinivasan on Bitcoin, The Great Awokening, Reputational Civil War, and Much More
The Tim Ferriss ShowTim FerrissBalaji SrinivasanBitcoin
www.youtube.com
Nov 22, 2021
Status Monkeys
Not Boring NewsletterPacky McCormickNon-Fungible Tokens
www.notboring.co
Nov 20, 2021
Slowing Down Time with Organizational Structure
EssayBrinton JohnsBrad SlingerlendNZS Capital
www.nzscapital.com
Nov 17, 2021
Rivian: The Most Remarkable Adventure
Not Boring NewsletterPacky McCormickRivian
www.notboring.co
Nov 17, 2021
Chris Dixon and Packy McCormick on the future of crypto — there’s more to crypto than currency and financial applications
The EconomistEssayChris DixonPacky McCormick
www.economist.com
Nov 15, 2021
Let's Buy the US Constitution
Not Boring NewsletterPacky McCormickConstitutionDAO
www.notboring.co
Nov 15, 2021
BTC051: Bitcoin & Why the Bond Market is Such a Big Deal
The Investor's PodcastGreg FossGuy SwannPreston PyshBitcoin
Nov 15, 2021
Time Travel to Make Better Decisions
EssayBrinton JohnsBrad SlingerlendNZS Capital
Nov 15, 2021
Web3 Breakdowns — Ep.01 Bored Ape Yacht Club
Web3 Breakdowns PodcastEric GoldenPatrick O'ShaughnessyBored Ape Yacht Club
Nov 15, 2021
Building Education Treadmills with Ryan Delk & Maksim Stepanenko
The Deep End PodcastMarshall KosloffRyan DelkMaksim StepanenkoPrimer
Nov 14, 2021
How to value Cryptoassets?
Uncommon Core PodcastSu ZhuHasu
Nov 14, 2021
NZS Capital Q2 2020 Letter
EssayBrinton JohnsBrad SlingerlendNZS Capital
Nov 14, 2021
The Improbability of Rising Rates
EssayBrinton JohnsBrad SlingerlendNZS Capital
Nov 14, 2021
Eric Golden | Golden Family Office 10q
Frontier PodcastEric Golden
Nov 14, 2021
NZS Capital Q3 2020 Letter
EssayBrinton JohnsBrad SlingerlendNZS Capital
Nov 14, 2021
NZS Capital Q4 2020 Letter
EssayBrinton JohnsBrad SlingerlendNZS Capital
Nov 14, 2021
NZS Capital Q1 2021 Letter
EssayBrinton JohnsBrad SlingerlendNZS Capital
Nov 14, 2021
NZS Capital Q2 2021 Letter
EssayBrinton JohnsBrad SlingerlendNZS Capital
Nov 14, 2021
NZS Capital Q3 2021 Letter
EssayBrinton JohnsBrad SlingerlendNZS Capital
Nov 14, 2021
***Complexity Investing
EssayBrinton JohnsBrad Slingerlend
static1.squarespace.com
Nov 12, 2021
Rich Allen | Numerai 10q
Frontier PodcastRich AllenNumberai
Nov 11, 2021
Working from Orbit — VR Productivity In (or Above) a WFA World
EssayPaul Tomlinson
blog.immersed.team
Nov 10, 2021
Hayden Capital Coinbase Memo
EssayHayden CapitalFred LiuCoinbase
www.haydencapital.com
Nov 10, 2021
If Einstein Had The Internet: An Interview With Balaji Srinivasan
EssaySontonyeBalaji Srinivasan
sotonye.substack.com
Nov 10, 2021
Beyond Smart
EssayPaul Graham
paulgraham.com
Nov 10, 2021
Resilience + Optionality
EssayNZS CapitalBrinton JohnsBrad Slingerlend
storage.googleapis.com
Nov 10, 2021
Miller Value Partners 3Q 2021 Market Data Infographic
EssayElizabeth Goodier
millervalue.com
Nov 10, 2021
Bill Miller Q3 2021 Market Letter
EssayBill Miller
millervalue.com
Nov 10, 2021
Technology Stalled in 1970
MIT Technology ReviewTom SimonitePeter Thiel
www.technologyreview.com
Nov 10, 2021
Complexity Investing & Semiconductors with NZS Capital
Acquired.fm PodcastDavid RosenthalBen GilbertBrinton JohnsJon Bathgate
www.youtube.com
Nov 10, 2021
E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
All-In PodcastDavid SacksDavid FriedbergJason CalacanisChamath Palihapitiya
www.youtube.com
Nov 9, 2021
Microsoft and the Metaverse
Stratechery PodcastBen ThompsonMicrosoftFacebook
stratechery.com
Nov 9, 2021
Zach Resnick | Unbounded Capital 10Q
Frontier PodcastUnbounded CapitalZach Resnick
Nov 9, 2021
Phronesis Fund partnership letters
EssayJohn Candeto
phronesisfund.substack.com
Nov 7, 2021
How we are trading the seventy billion dollar lawsuit over Satoshi's bitcoins
EssayJack LaskeyBitcoinBitcoinSV
unboundedcapital.com
Nov 6, 2021
Foundation
BookIsaac Asimov
www.audible.com
Nov 6, 2021
Complexity Investing & Semiconductors with NZS Capital
Acquired.fm PodcastDavid RosenthalBen GilbertBrinton JohnsJon Bathgate
www.youtube.com
Nov 5, 2021
Hardware and the Metaverse
EssayMatthew Ball
www.matthewball.vc
Nov 3, 2021
Framework for the Metaverse
EssayMatthew Ball
www.matthewball.vc
Nov 3, 2021
Savneet Singh — The Operator/Investor whose Software is Feeding the World
Capital Allocators PodcastSavneet SinghTed SeidesPar Technologies
capitalallocators.com
Nov 2, 2021
Even after a weak patch, America’s economy is still in high gear
EssayThe Economist
www.economist.com
Nov 1, 2021
Thinking About Macro
Marks MemosHoward Marks
Oct 31, 2021
Hyperinflation, It's Happening
Animal Spirits PodcastBen CarlsonMichael Batnick
Oct 30, 2021
Play-to-Earn Gaming with Yield Guild Games
Proof PodcastKevin RoseGabby DizonYield Guild GamesAxie Infinity
Oct 30, 2021
The Bitcoin Bull Market Phase 2 with Willy Woo
What Bitcoin Did PodcastPeter McCormackWilly WooBitcoin
Oct 30, 2021
E53: Wealth tax, inflation as a capital allocator, big tech earnings, paternity leave & more
All-In PodcastJason CalacanisDavid FriedbergDavid SacksChamath Palihapitiya
www.youtube.com
Oct 30, 2021
Crypto Security and the New Web3 Mindsets for Users
The a16z PodcastEddy LazzarinZoran Basich
Oct 30, 2021
Ian Cassel — 10q
Frontier PodcastIan Cassel
Oct 30, 2021
BTC048: Does the Stock to Flow Model Eventually Break w/ Plan B
The Investor's PodcastPlan BPreston PyshBitcoin
Oct 28, 2021
An Interview with Mark Zuckerberg about the Metaverse
Stratechery PodcastBen ThompsonMark Zuckerberg
Oct 28, 2021
NFTs: What, Where, How, Why, Who
a16z Minutes PodcastSonal ChokshiLinda XieJesse Walden
Oct 28, 2021
Steam Halts Web3 Games; FDA Approves Prostate Cancer AI
a16z Minutes PodcastJonathan LaiEddy Lazzarin
Oct 28, 2021
BTC049 Bitcoin On-Chain Data Analysis w/ Willy Woo
The Investor's PodcastBitcoin Fundamentals PodcastPreston PyshWilly WooBitcoin
www.theinvestorspodcast.com
Oct 28, 2021
E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand
All-In PodcastJason CalacanisDavid SacksDavid FriedbergChamath Palihapitiya
www.youtube.com
Oct 28, 2021
The Great Inflation, Factors, and Stock Returns
EssayEhren StanhopeOSAM Research
canvas.osam.com
Oct 26, 2021
E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A
All-In PodcastDavid FriedbergDavid SacksJason CalacanisChamath Palihapitiya
www.youtube.com
Oct 25, 2021
Creating a Perfect Market
Invest Like the Best PodcastSam Bankman-FriedPatrick O'ShaughnessyFTX
www.joincolossus.com
Oct 25, 2021
Spree Capital Q2 2021 Letter
EssayThatcher MartinSpree Capital
1ff55a09-c905-429a-8983-9112f20bb3a2.filesusr.com
Oct 24, 2021
New Story Q3 2021 Impact Report
EssayBrett HaglerNew Story Charity
newstorycharity.org
Oct 21, 2021
There's No Such Thing as Buy and Hold
Ensemble Capital Podcast
Oct 20, 2021
A Glimmer of Hope 2020 Annual Report
EssayA Glimmer of Hope
glimmer.org
Oct 19, 2021
The Cannabis Manifesto
EssayMindset CapitalAaron Edelheit
mindsetvalue.substack.com
Oct 18, 2021
Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More
Acquired.fm PodcastDavid RosenthalBen GilbertMichael Mauboussin
www.acquired.fm
Oct 18, 2021
DJY Research — Nintendo
EssayDJY ResearchNintendo
djyresearch.com
Oct 17, 2021
Today’s Web3 Communities: The McMansions of the Internet
EssayJarrod DickerBrian FlynnMatt StephensonJack ButcherJonathanglickTaI
darkstar.mirror.xyz
Oct 14, 2021
Datadog: The Realtime Data Monitor
The Business Breakdowns PodcastJesse PujjiPeter OffringaDatadog
Oct 12, 2021
Uncontrolled Spread: Science, Policy, Institutions, Infrastructure
The a16z PodcastScott GottliebMarc AndreessenVineeta AgarwalaVijay PandeCOVID
Oct 12, 2021
Jay Hoag - Calibrating Market Adoption
Invest Like the Best PodcastJay HoagPatrick O'ShaughnessyNetflixPeloton
www.joincolossus.com
Oct 12, 2021
E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more
All-In PodcastDavid FriedbergDavid SacksJason CalacanisChamath PalihapitiyaFacebookSolana
www.youtube.com
Oct 12, 2021
Forecasting Growth Series
Ensemble Capital Podcast
intrinsicinvesting.com
Oct 8, 2021
Devin Finzer — An Everything Store for Digital Assets
Founder's Field Guide PodcastDevin FinzerPatrick O'ShaughnessyOpenSea
www.joincolossus.com
Oct 8, 2021
Who is Rudolf Steiner?
Waldorfy PodcastAshley RenwickTheo GrohAnthroposophy
waldorfy.com
Oct 8, 2021
Andreessen Horowitz Part II
Acquired.fm PodcastBen GilbertDavid Rosenthal
www.acquired.fm
Oct 8, 2021
Demystifying Buffett’s Investment Success (Summary)
EssayKeyur Patel
www.cfainstitute.org
Oct 3, 2021
Buffett's Alpha
EssayAndrea FrazziniDavid KabillerLasse Heje Pedersen
www.tandfonline.com
Oct 3, 2021
NYDIG Bitcoin Q3 2021 Market Update
InterviewNYDIG
Sep 30, 2021
Sky Mavis: The Builders Behind Axie Infinity
The Business Breakdowns PodcastPatrick O'ShaughnessyAleksander LarsenStephen McKeon
Sep 27, 2021
Crisis Investing: How to Maximize Return During Market Panics
EssayDan RasmussenVerdad Advisers
static1.squarespace.com
Sep 27, 2021
FTX Trilogy, Part 1: The Prince of Risk
EssayThe Generalist NewsletterMario GabrieleSam Bankman-FriedFTX
www.readthegeneralist.com
Sep 27, 2021
Bill Miller Q2 2021 Market Letter
EssayBill Miller
millervalue.com
Sep 27, 2021
Bitcoin Net Zero
EssayNic CarterRoss StevensNYDIGBitcoin
nydig.com
Sep 27, 2021
TIP382: Investing Mastermind Q3 2021
The Investor's PodcastStig BrodersenTobias CarlisleWesley GrayJake Taylor
Sep 27, 2021
What Does Evergrande Meltdown Mean for China?
EssayMichael Pettis
carnegieendowment.org
Sep 27, 2021
Greenhaven Road Q2 2021 Investor Letter
EssayGreenhaven RoadScott MillerPar TechnologiesKKRElastic SoftwareRokuDigital TurbineMarketWise
static1.squarespace.com
Sep 27, 2021
History's Seductive Beliefs
EssayMorgan Housel
www.collaborativefund.com
Sep 25, 2021
Why Central Bankers Invoke Free Banking to Attack Stablecoins
EssayNic Carter
www.coindesk.com
Sep 25, 2021
Modern Portfolio Construction (crypto+stocks) with Chris Hutchins
Modern Finance PodcastKevin RoseChris HutchinsBitcoinEthereumSolana
modern.finance
Sep 24, 2021
Bitcoin Fixes This #60: Evergrande with Preston Pysh
Bitcoin Fixes This PodcastJimmy SongPreston PyshEvergrande
open.spotify.com
Sep 21, 2021
Andreessen Horowitz Part I
Acquired.fm PodcastBen GilbertDavid Rosenthal
www.acquired.fm
Sep 20, 2021
Ethereum
Acquired.fm PodcastBen GilbertDavid RosenthalPacky McCormickEthereum
www.acquired.fm
Sep 20, 2021
Special: Ho Nam from Altos Ventures — A Different Approach to VC
Acquired.fm PodcastBen GilbertDavid RosenthalHo NamRobloxCoupangWoowa Brothers
www.acquired.fm
Sep 19, 2021
Episode 75 - An Eternal Time Horizon with Brent Beshore
Faith Driven Investor PodcastHenry KaestnerWilliam NorvellLuke RoushBrent Beshore
www.faithdriveninvestor.org
Sep 18, 2021
Kevin Rose from Web 2.0 to Web3
Acquired.fm PodcastKevin RoseDavid RosenthalBen Gilbert
www.acquired.fm
Sep 18, 2021
Yes … I Read the Whitepaper
EssayArthur Hayes
cryptohayes.medium.com
Sep 17, 2021
Playing Video Games Can Help You Level Up in Business and Investing
EssayMindset CapitalAaron Edelheit
mindsetvalue.substack.com
Sep 17, 2021
The DOJ's Crypto Dragnet is Bigger Than You Think
EssayDoomberg
doomberg.substack.com
Sep 17, 2021
Solana Summer
EssayNot Boring NewsletterPacky McCormickSolana
www.notboring.co
Sep 16, 2021
The One Thing That Matters Is Inflation
InterviewGavin Baker
themarket.ch
Sep 14, 2021
32-year-old intern
EssayPratyush Rastogi
www.farrerwealth.com
Sep 10, 2021
One Job: Expectations and the Role of Intangible Investments
EssayCounterpoint GlobalMichael Mauboussin
www.morganstanley.com
Sep 7, 2021
Three Big Things: The Most Important Forces Shaping the World
EssayMorgan HouselCollaborative Fund
www.collaborativefund.com
Sep 7, 2021
Interview with Ho Nam of Altos Ventures
Liberty's HighlightsHo NamAltos Ventures
www.libertyrpf.com
Sep 7, 2021
Sam Teller
InterviewTeslaSpaceX
Sep 2, 2021
Scott Wilson
InterviewWUIMC
Sep 2, 2021
Kat Cole
InterviewFocus Brands
Sep 2, 2021