Podcast Episodes
Back to SearchFSD: Inflation is a Choice
Episode 136
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…
3 months ago
FSD: Building the Next Silicon Valley
Episode 135
In this FSD episode, building the next Silicon Valley. After a quick read on an orderly market pullback (eight of eleven sectors up, momentum overext…
3 months ago
FSD: Let’s Make a Deal
Episode 134
In this FSD episode, let's make a deal, a nod to the Strait of Hormuz standoff and the memorandum of understanding. Back from travel and catching up …
3 months ago
FSD: How to Raise Venture Money
Episode 133
In this FSD episode, recorded on a walk through Madison Square Park, the topic is a full playbook on how to raise venture money, drawn from Ram's own…
3 months, 2 weeks ago
FSD: Google and SpaceX IPOs
Episode 132
]In this FSD episode, the throughline is why Google raised $80 billion in stock despite drowning in free cash flow, and what the coming wave of IPOs …
3 months, 2 weeks ago
How AI Will Transform Investing
Episode 131
Ram sits down with Bob Dewey (Exploring Prosperity / Morgan Stanley vet) on Non-Consensus Investing.
Ken Griffin says AI is crushing months of finance…
3 months, 2 weeks ago
FSD: Summer of ‘69
Episode 130
In this FSD episode, back after some family travel, the take is that the market is in a melt-up, with quality and junk stocks rallying together and t…
3 months, 2 weeks ago
FSD: Semis, Semis, Semis Oh My
Episode 129
In this FSD episode, titled Semis, Semis, Semis, the anchor is a conversation with an investor in his 80s who keeps 70 percent of his portfolio in qu…
4 months, 1 week ago
FSD: Best Buy is Raising My Kids
Episode 128
In this FSD episode, titled Best Buy Is Raising My Kids, the setting is a Saturday walk through a Best Buy store. Ram uses the aisles to read consume…
4 months, 2 weeks ago
FSD: Standardization + Momentum
Episode 127
In this FSD episode, the focus is two ideas at the core of how Ram thinks about markets: standardization and momentum.
The first half makes the case …
4 months, 2 weeks ago