Podcast Episodes

Great Power Politics & International Stocks

Episode 100

03:21 Davos and Great Power Lens
05:10 China as Rising Hegemon
08:34 Neorealism Core Principles
16:24 Nationalism vs Trade Peace
28:11 Island Cha…

1 month ago

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Economic Populism and the Rise of International Stocks

Episode 98

(03:23) Trump's economic policies are actually left of Bernie Sanders
(07:07) International markets outperforming the S&P 500 by 4x
(16:23) Why bank ea…

2 months, 3 weeks ago

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The Code of Reality

Episode 97

[00:34] Introducing Danny Goler and His Unique Thesis

[01:10] Exploring Psychedelics and Reality

[03:35] Danny's Journey and Scientific Curiosity

[07:25…

3 months ago

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Is Goldilocks Priced In?

Episode 96

(00:03) Mean Reversion as a Core Market Theme
(01:37) Investor Cash Levels at Extreme Lows
(02:33) Risk from Overextended Growth Expectations
(03:45) In…

3 months, 1 week ago

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OpenAI & Google's Revenge

Episode 95

(02:03) AI Demand Meets the Reality of Chip Economics

(08:03) The Funding Problem Nobody Wants to Talk About

(17:54) Why Defense Tech Attracts Private …

3 months, 3 weeks ago

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Fear is the Mind Killer

Episode 94

(03:21) Lumida Copilot AI App Launch
(04:32) The Revenge of Warren Buffett Theme
(05:28) Economic Outlook and Earnings Strength
(09:41) Why Fed Rate Cut…

4 months, 3 weeks ago

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What If This is Goldilocks?

Episode 93

(00:38) How Investors Are Feeling Right Now
(04:50) What Bank Earnings Tell Us About the Economy
(07:07) Smart Moves in Today’s Market
(10:18) What’s Ha…

5 months, 3 weeks ago

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Eric Jackson: How Social Media Transformed Investing

Episode 92

(02:56) How Retail Investors and Social Media Are Changing the Game
(04:20) Eric’s Experience with @Carvana and AI Models
(08:01) Challenges and Strate…

5 months, 4 weeks ago

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Bank Earnings: The Cheat Code to Understanding the Economy

Episode 91

(02:54) Market Sentiment and Economic Fundamentals
(06:40) Deep Dive into Bank Earnings
(12:19) The Future of Stablecoins and Tokenized Deposits
(15:38)…

5 months, 4 weeks ago

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From buying ETH at $1 to building a $3B Ethereum machine.

Episode 90

(00:31) Meet Andrew Keys, co-founder of The Ether Machine
(03:17) How the Ethereum Virtual Machine was created
(07:20) Breaking down Ethereum vs Bitcoi…

6 months, 3 weeks ago

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