Episode 52
Let's move past the tired “Is AI a bubble?” debate and ask the bigger question: What happens after the buildout—when trillions of dollars of AI data centers translate into real economic output. Co-ho…
Published on 12 hours ago
Episode 51
Hallie Hoffman is a career federal prosecutor, former General Counsel of the DEA and Criminal Chief of the Northern District of California. She knows how the justice system really works behind the sc…
Published on 1 month ago
Episode 50
Scott Plank—who helped build Under Armour from the ground up, was the largest angel investor in WeWork, and is a seed investor in Fundrise—joins us to share what it really feels like to bet everythin…
Published on 3 months, 1 week ago
Episode 49
Data-center veteran Kervin Pillay walks us through the coming AI infrastructure boom. Pillay argues the U.S. is about to sink 10x the capital it took to create the Interstate Highway System into new …
Published on 5 months, 3 weeks ago
Episode 48
Rob Nishihara is the co-creator of Ray, the open-source software now used by OpenAI, Amazon, DeepSeek, and Nvidia as part of the essential stack for building AI at scale. Rob offers a rare insider’s …
Published on 7 months ago
Episode 47
He helped break the British pound and Swedish krona alongside George Soros, Stanley Druckenmiller, and now–Treasury Secretary Scott Bessent. Rob Johnson shares extraordinary insights into currency wa…
Published on 7 months, 3 weeks ago
Episode 46
Months before trade policy was on anyone's radar, Stephen Miran—now Chairman of the Council of Economic Advisers under President Trump—quietly published "A User's Guide to Restructuring the Global Tr…
Published on 8 months, 1 week ago
Episode 45
Anna Wong is the Chief US Economist at Bloomberg and previously worked at the Federal Reserve, White House Council of Economic Advisors, and US Treasury Department. I can imagine few people in the wo…
Published on 8 months, 3 weeks ago
Episode 44
Tal Kerret is the President of Silverstein Properties, the company behind the historic rebuilding of the World Trade Center in New York City, and on the board of directors of Fundrise.
Tal provides …
Published on 9 months, 3 weeks ago
Episode 43
As a serial tech entrepreneur, VC investor, and expert in data-driven businesses, Auren Hoffman has been a player in Silicon Valley for nearly 30 years. Auren reflects on the pivotal decisions behind…
Published on 11 months, 2 weeks ago
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