Podcast Episodes

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 …

5 months, 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-…

5 months, 4 weeks 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…

6 months 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…

6 months 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…

6 months 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…

6 months 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…

6 months ago

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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…

6 months 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…

7 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…

8 months, 1 week ago

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