Podcast Episodes
Back to SearchFSD: The Non-Consensus Rally
Episode 119
00:00 - The Non-Consensus Rally & Performance Chase
01:10 - Identifying Opportunities in Quality Names
01:45 - Homebuilders and Geopolitical Cycles
0…
22 hours ago
FSD: Iran Negotiations, Positioning
Episode 118
00:00 - Geopolitical Standoff in the Strait of Hormuz
01:43 - US "Standing Down" and the IRGC Strategy
02:20 - Oil Price Forecast: Higher for Longer
…5 days, 23 hours ago
FSD: OpenAI, Claude, Iran
Episode 117
00:00 Market Thoughts and the Sense of Humor in Investing
01:30 OpenAI’s Acquisition of TBN: A War for Attention
03:17 The Rise of Claude and OpenAI’…
1 week, 2 days ago
FSD: Unfinished Business?
Episode 116
00:00 - Spring Updates and Market Volatility
00:56 - The Iran Negotiation Reality Check
02:32 - Shifting Goalposts and the Trump Oil Vision
03:39 …
2 weeks, 1 day ago
FSD: Hope Springs Eternal
Episode 115
00:00 - The Psychology of Hope and "All That Glitters"
02:40 - The Tesla Trajectory and Sentiment Gauges
04:04 - Cultural Perspectives on Hope: US vs…
2 weeks, 2 days ago
BlackRock
Episode 114
00:00 - BlackRock’s Late Neutral Call & Market Reality
01:14 - Market Volatility, Oil Shortages, and Finding Value
02:17 - Geopolitical Impacts: Tr…
2 weeks, 3 days ago
SpaceX IPO, TerraFab, Iran, Inflation
Episode 113
00:00 - Sunlight, Hormones, and Vitamin D Tips
01:11 - The 47-Year Conflict: Why Negotiation Fails
02:48 - Shifting Goalposts: Entering Week 5 of the…
2 weeks, 5 days ago
Abundance or Armageddon? AI, Iran, and the Stakes of Getting It Wrong
Episode 112
00:00 - Identifying Thoughtful Investors and Echo Chambers
02:12 - Geopolitics: The U.S., Iran, and the 50-Year Peace Goal
05:18 - Economics of the S…
2 weeks, 6 days ago
Iran cease fire?
Episode 111
00:00 - Soho Event & New York Conference
00:36 - The Ceasefire Gambit: Why a Deal is Unlikely
01:00 - Trump’s Urgency vs. IRGC’s Deterrence
01:45 - T…
3 weeks ago
The Taco Two Step?
Episode 110
00:00 - The Taco Two Step: Trump’s Tarmac Comments
00:55 - Meme Warfare and 15 Points of Negotiation
02:59 - Geopolitical Damage: Qatar Infrastructur…
3 weeks, 2 days ago