Podcast Episodes
Back to SearchBuffett, Harvard, Tesla and the Nuclear Renaissance
Episode 45
00:26 Election Week Reflections
02:10 Impact of Trump's Victory
04:05 Economic and Market Implications
12:02 The Role of Polls and Media
14:06 Financial …
1 year, 5 months ago
Election Volatility, US Dollar & Rates, International
Episode 44
00:26 Weekend Highlights and Personal Anecdotes
01:42 Upcoming Events and Market Predictions
02:11 Insights from Money 2020 and Panic Mode
02:51 Electio…
1 year, 5 months ago
What Harvard Got Wrong & The Hot Ball of Liquidity w/ Jeff Park
Episode 43
(00:00) Introduction to Non Consensus Investing
(00:33) Meet Our Special Guest: Jeff Park from Bitwise
(02:11) Diving into Harvard Management Company
(0…
1 year, 6 months ago
WOYM: OpenAI, CoreWeave, Nuclear and Agentic AI
Episode 42
(00:00) Introduction
(00:31) Guest Introduction: Michael Parekh
(01:32) OpenAI: Current State and Challenges
(06:05) AI Industry Insights and Comparison…
1 year, 6 months ago
Fed Cuts 50bps: Bull Run or Bear Plunge? with Bob Elliott
Episode 41
00:00 Introduction to Non Consensus Investing
00:54 Meet Bob Elliott: Co-Founder, CEO, and CIO of Unlimited
01:16 Discussing the Fed's 50 Bps Rate Cut
0…
1 year, 6 months ago
Lessons learned from George Soros and Stanley Druckenmiller with Michael Weinberg, Ex-PM Soros Fund, Ex-CIO Protege Partners, Adjunct Professor Columbia Business School.
Episode 40
Timestamps:
(00:00) Intro
(03:09) Working with George Soros
(03:58) Risk Management Insights
(06:18) Concept of Reflexivity
(13:32) The Buffett Bet & Prot…
1 year, 7 months ago
Hunting The Next 10Xers In Tech with Mark Mahaney Senior MD, Evercore ISI
Episode 39
Timestamps:
(00:00) Introduction
(01:07) Guest Introduction: Mark Mahaney
(02:14) Mark Mahaney's Investment Framework
(03:55) The Importance of Revenue G…
1 year, 7 months ago
WOYM: Jackson Hole, Growth vs. Value, AI & Nvidia, US Consumer
Episode 38
01:02 Market Insights: Jackson Hole and Rate Cuts
02:07 Earnings and Employment Analysis
03:16 Adjustment Cuts vs. Full Rate Cut Cycles
05:51 Market Tre…
1 year, 7 months ago
Fed vs Bitcoin: Who will win?
Episode 37
00:00 Introduction to Non Consensus Investing
00:32 Meet Michael Terpin: Venture Capitalist and Bitcoin Enthusiast
00:56 Early Bitcoin Days and Missed …
1 year, 7 months ago
Mag 7 vs. 493: Market Showdown
Episode 36
00:00 Introduction to Non-Consensus Investing
00:33 Meet Meb Faber: A Decade of Tracking and Insights
00:59 Exploring Alpha Cloning and Hedge Funds
02:4…
1 year, 7 months ago