Podcast Episodes
Back to SearchFSD: The Erebor Arbitrage / Canada
Episode 176
00:00 - Birthday Tiramisu vs. Strawberry Shortcake
01:15 - Defense Tech Valuations: Private Surrogates vs. Defense Primes
03:11 - Neo-Cloud Fatigue and…
2 hours ago
FSD: Anthropic Wants to ‘Slow it Down’
Episode 175
00:00 - Market Recap: $108 Oil, 5% Treasury Yields, and Fed Rate Expectations
03:20 - Policy Errors: Why the Fed Should Not Have Cut Rates Last Year
04…
3 hours ago
FSD: Bessent vs The Bond Market
Episode 174
In this FSD episode, titled Five Billion Is an Inhale for the Pentagon, the news that the Pentagon is weighing a five billion dollar credit facility …
5 days, 5 hours ago
FSD: Thoughts on AGI
Episode 173
In this FSD episode, titled AGI Just Passed the CAPTCHA Test, Ram Ahluwalia takes apart the claim that AGI has arrived. He reads Jensen Huang's decla…
1 week ago
FSD: Are Semis Back?
Episode 172
In this FSD episode, titled AI Would Have Rejected Elon's Business Plan, Ram makes the case that AI is structurally incapable of giving you an edge. …
1 week, 2 days ago
FSD: Legacy Brands in Decline
Episode 171
In this FSD episode, titled Legacy Brands in Decline, Ram takes Lululemon's collapse apart and turns it into a general theory. Three things kill a br…
1 week, 5 days ago
Anthropic Is Targeting a $30 Trillion Market
Episode 170
In this FSD episode, Ram questions Anthropic's $30 trillion market claim, a figure that happens to match the GDP of the United States. He argues the …
1 week, 6 days ago
FSD: Public vs Private Markets
Episode 169
00:00 - Camping Recap & Digital Detox
00:02:00 - Upcoming Appearance on Age of Prosperity Podcast
00:02:20 - Tech Earnings & AI Compute Demand Dyna…
2 weeks ago
FSD: The Next Phase of the AI
Episode 168
In this FSD episode, titled The Next Phase of the AI Trade, Ram records on the drive and opens on what he calls the next phase of the AI trade: the a…
2 weeks, 5 days ago
FSD: Nvidia
Episode 167
In this FSD episode, titled VC Has Become a Stock Market, Ram records on the drive and opens on NVIDIA's Q2 print. The stock was down a point and a h…
2 weeks, 6 days ago