Podcast Episodes

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 …

5 months, 2 weeks ago

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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…

5 months, 2 weeks ago

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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…

5 months, 2 weeks ago

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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…

5 months, 2 weeks ago

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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…

5 months, 2 weeks ago

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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…

5 months, 3 weeks ago

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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…

5 months, 3 weeks ago

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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…

5 months, 3 weeks 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…

5 months, 3 weeks 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, …

5 months, 4 weeks ago

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