Episodes (Page 16)
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Cheating scandals in chess, poker, and fishing are discussed.
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Big tech layoffs and their economic implications are examined.
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SPACs and the public/private market overview are analyzed.
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Adobe's $20B Figma acquisition and regulatory concerns are analyzed.
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Europe's energy crisis and potential Western Alliance fracturing are analyzed.
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NFT trading volume decline and California's wage bill are discussed.
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Twitter whistleblower allegations and cloud security vulnerabilities are examined.
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Adam Neumann's new real estate startup Flow and a16z's investment are analyzed.
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SoftBank's Vision Fund losses and market bubble signals are analyzed.
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Twitter subpoenas and market overview are discussed.
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US GDP contracted for second quarter, sparking recession debate and White House narrative control.
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Analysis of first-principle politics and cynicism within American political parties.
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Emerging markets and Sri Lanka's economic crisis are discussed in detail.
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Macroeconomic outlook covers jobs, housing, and inflation, with a focus on finding a market bottom.
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SBF's crypto bailouts and the state of the high-yield crypto lending market are assessed.
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Markets update focuses on Fed decisions, macro factors, and earnings estimate skepticism.
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Palmer Luckey discusses Anduril's role in national defense and current technological trends.
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Antonio Gracias shares insights on Tesla's early days, Elon Musk, and macroeconomic outlook.
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Miami Mayor Francis Suarez discusses the city's emergence as a tech hub.
Miami Mayor Francis Suarez
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Joe Lonsdale critiques higher education, emphasizing the importance of debate and truth-seeking.