Podcast Episodes

Kharg Island, Inflation, Gold Oh My

Episode 109

00:00 - Friday Rituals and Hibachi Tips

01:24 - How Liquidity Risk Turns Into Credit Risk

03:36 - The Asymmetry of the Strait of Hormuz

06:15 - The B…

3 weeks, 2 days ago

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Val Kilmer

Episode 108

00:00 - Val Kilmer, AGI, and the Market for Attention

01:45 - The Disruption of Netflix and AI’s GDP Fallacy

04:35 - Geopolitics: Leon Panetta on the…

3 weeks, 5 days ago

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Break It, then Fix It?-0

Episode 107

00:00 - Mandatory Retirement and Midterm Projections

01:35 - The 2028 Political Strategy: Break It Now, Fix It Later

02:29 - Geopolitics: Venezuela, …

3 weeks, 6 days ago

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Find the Barbell

Episode 106

00:00 Introduction & Find the Barbell

00:27 Defining the Barbell Strategy

01:13 Analyzing Market Themes: Drones vs. Value

02:24 Software and MedTech …

4 weeks ago

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Inflation ahead?

Episode 105

00:00 Transitioning to an Inflationary Regime

01:05 Rising Costs: From iPhones to Lumber

01:43 Impact of the Iran Conflict on Oil & Gas

02:44 The US-…

4 weeks, 1 day ago

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Game Theory of AI, Credit Cycle and Mom

Episode 104

00:00:00 – Intro: Family, Travel, and Game Theory

00:00:55 – The AI CapEx Arms Race: Disruption or Survival

00:02:01 – Tech Risk vs. Consumer Staples…

4 weeks, 2 days ago

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Life and Death in the Payments Sector

Episode 103

(01:45) Alex Wilson Background
(02:46) Payments Sector Reset
(04:28) Shift4 Business Model
(06:56) Shift4 vs Stripe
(11:35) Legacy Processors Out…

1 month ago

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Is AI a Bubble?

Episode 102

(01:55) Anthropic Trillion Talk
(03:12) Mainframe AI Mindset
(04:38) Value Based Pricing
(07:56) Local Agents Shift
(11:23) Rent Seeking Economic…

1 month ago

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Warsh, Iran, Gold, and the Death of Everything You Thought Was Safe

Episode 101

(01:49) Yen Carry Trade Debate
(07:18) Sanctions And Iran Pressure
(10:45) Dollar Power And Alternatives
(15:26) Stablecoins And Genius Act
(21:3…

1 month ago

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FSD: Recognition Moment

Episode 101

00:00:03 Introduction: The Recognition Moment

00:00:52 The Private Credit Time Bomb

00:02:30 Earnings Realities & Growth Narratives

00:03:45 The Psyc…

1 month ago

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