Podcast Episodes
Back to SearchFSD: Peptides and Personalized Medicine
Episode 146
FSD Episode: Escape Longevity — Peptides, Wealth & the Buy-Borrow-Die Playbook (with Matt Goldstein)
In this FSD episode, we sit down with Matt Gol…
2 months ago
FSD: Peptides & Harlaan
Episode 145
In this FSD episode, a night out with venture investors turns into a lesson on the deals people miss — including the family office that passed on Ant…
2 months, 1 week ago
FSD: The War of Thug
Episode 144
Momentum Is Rotating Out of Semis. Here's Where It's Going.
The memory and semiconductor trade got crowded and sloppy, and Ram thinks the money is al…
2 months, 1 week ago
FSD: The Return of Quality
Episode 143
Coming off the 250th anniversary weekend, Ram opens with reflections on the bicentennial and the podcast he made framing World War II as the first gl…
2 months, 1 week ago
The American Bicentennial and Leadership Lessons from World War II
Episode 142
Philosophy matters. America turns 250 this year. The Declaration of Independence made a claim no government had ever formally made - that human being…
2 months, 1 week ago
FSD: The Compliance Gene
Episode 141
The Compliance Gene
This one is less about specific tickers and more about the psychology underneath how people take risk. Ram lays out a theory he's…
2 months, 2 weeks ago
FSD: Jane Street
Episode 140
In this FSD episode, the day's actual alpha comes first (go buy flowers, seriously), then it splits between two things worth thinking about. First, a…
2 months, 2 weeks ago
FSD: Not In My Backyard
Episode 139
In this FSD episode, the starting point is the split tearing through the market: Micron holding firm while the Mag 7, Bitcoin, and software stay unde…
2 months, 2 weeks ago
FSD: The Great Rotation
Episode 138
In this FSD episode, the focus is on the rotation happening under the surface of a historic momentum market. There's a look at what SpaceX's post-IPO…
2 months, 2 weeks ago
FSD: The Show Goes On!
Episode 137
In this FSD episode, the show goes on. Micron reported blowout earnings, up double digits after hours on triple-digit revenue growth and a CEO saying…
2 months, 3 weeks ago