Today's Top Episodes
#262 Aliia Roza - Russian Sex Spy on Seduction Perfumes, Sexpionage and Honeypot Tradecraft
Ever wondered how real-life spies operate? A former Russian operative spills the secrets of seduction, espionage, and the dangerous game of honeypots.
Jailbreaking AGI: Pliny the Liberator & John V on AI Red Teaming, BT6, and the Future of AI Security
Is AI security 'security theater'? Dive into the high-stakes world of AI jailbreaking and red teaming, where the future of intelligent systems hangs in the balance.
Everything is gambling now
Your news feed is becoming a casino. Explore how 'prediction markets' are turning everything into a bet and what it means for our future.
#2426 - Cameron Hanes & Adam Greentree
Beyond the hunt: Discover how managing wild predators and embracing extreme physical struggle can unlock ecological balance and profound personal growth.
AI Bubble, Inflation, and the Limits of Monetary Policy | Jason Furman
Is the AI boom a bubble waiting to burst? Unpack the forces driving inflation and the limits of central banks to save us from an affordability crisis.
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AI Bubble, Inflation, and the Limits of Monetary Policy | Jason Furman
Duration: 46:56:00
December 15, 2025
- The conversation explores the potential for an AI bubble, discussing whether current valuations exceed fundamental value and the role of government in regulating this rapidly evolving technology.
- Discussions highlight concerns about the affordability crisis and the perception that the social contract of previous generations is broken, leading to debates on policy solutions like price controls and industrial policy.
- The podcast delves into the complexities of inflation models and the Federal Reserve's ability to manage its inflation target amidst large structural deficits and political constraints.
Diagnosing the Metacrisis: Reality & Meaning in Modern Life | Iain McGilchrist
Duration: 01:18:29
December 8, 2025
- The core thesis of the conversation is that Western civilization is increasingly dominated by left-brain thinking, leading to a mechanistic, overly-simplified view of the world that neglects crucial aspects of human experience like meaning, connection, and intuition.
- A significant portion of the discussion focused on how this left-brain dominance manifests in detrimental ways across various sectors, including medicine, science, and public discourse, resulting in a "meta crisis" characterized by a procedural obsession over outcomes and a disregard for the holistic human element.
- Despite the concerning trends, there is a hopeful outlook, particularly due to a perceived "change of heart" in younger generations who are actively seeking meaning, challenging broken paradigms, and demonstrating a willingness to embrace imagination and intuition.
China Shock 2.0: State Capitalism at the Frontier | Dinny McMahon
Duration: 52:58:00
December 1, 2025
- China is at a transformational economic moment due to demographic shifts, the middle-income trap, and the exhaustion of its previous development model.
- Beijing aims to build a new economic model by 2035 focused on "high-quality development" through innovation, advanced manufacturing, and import substitution, rather than solely relying on household consumption via welfare.
- China's evolving industrial strategy, what the guest calls "China shock 2.0", involves upgrading legacy industries, pushing innovation in frontier technologies, and strategically offsetting Western trade barriers by moving intermediate manufacturing.
How to Navigate the New Investment Paradigm | Lawrence McDonald
Duration: 54:09:00
November 24, 2025
- The market is experiencing a significant rotation driven by changing perceptions of inflation and risk-free rates, impacting the valuation of growth stocks versus asset-heavy companies.
- Geopolitical tensions and tariffs are creating market uncertainty, influencing investor behavior and potentially leading to opportunities in sectors that have already seen significant downturns.
- Underlying liquidity remains high, despite market volatility, suggesting that a substantial amount of "dry powder" exists, poised to move into new areas or re-enter beaten-down sectors.
Investment Implications of the AI CapEx Boom | Chase Taylor
Duration: 48:12:00
November 17, 2025
- The rapid decline in costs across the "electric stack" (batteries, motors, power electronics, and compute) has created significant competitive advantages for China in manufacturing, from EVs to various industrial applications.
- The U.S. needs to move beyond focusing on software and embrace a renewed emphasis on hardware manufacturing and integrated R&D with manufacturing, much like historical industrial titans, to regain competitiveness.
- A fundamental shift in mindset is required in the U.S., moving from a scarcity and blame-oriented approach to one of accepting the current competitive landscape, prioritizing education and human capital, and fostering a proactive strategy for future technological leadership.
Investing on the Front Lines of the AI Arms Race | Nathan Benaich
Duration: 53:48:00
November 10, 2025
- The rapid advancements in AI have led to systems exhibiting "magic-like" capabilities, performing tasks once thought to be decades away.
- There's a noteworthy shift from scaling AI models purely through increased compute and data towards inference time scaling, where models spend more time "thinking" to improve performance.
- The ongoing development of AI is influenced by geopolitical competition, particularly China's strategy in open-weight models, and the potential impact of export controls, energy constraints, and regulations.
A Practical History of Financial Markets | Russell Napier
Duration: 25:33:00
November 6, 2025
- The current market rally is not supported by broad money growth, which is slowing globally, contradicting the consensus view of coordinated global growth and rising inflation.
- The Federal Reserve's focus on the Phillips curve, which excludes monetary factors, may lead to policy errors, potentially causing long bond yields to fall and underlining weak nominal GDP growth.
- Emerging markets, particularly export-oriented ones, face significant challenges from a potentially stronger US dollar and slower developed world growth, making them vulnerable despite recent rallies.
What Happens When Social Trust Collapses? | Peter Atwater
Duration: 03:26:00
November 3, 2025
- The podcast emphasizes that in high-stress environments like pandemics or financial crises, adherence to pre-trained, shared processes and procedures is crucial, preventing impulsive improvisation.
- Confidence is redefined not just as self-assurance, but as a combination of certainty (predictability) and control, with vulnerability being the absence of both, driving decision-making towards restoring these elements.
- The discussion highlights how emotions and perceived location (within the four confidence quadrants) heavily influence our perception of time and risk, leading to vastly different behaviors during periods of low versus high confidence.
Trump’s Plan to Remake the Middle East | Kamran Bokhari
Duration: 01:03:43
October 23, 2025
- The Middle East is undergoing a significant transformation, shifting towards a new security order that relies more on regional stakeholders, with the United States reducing its direct involvement.
- Israel has effectively achieved a strategic victory against Iran's regional influence, weakening its proxies and revealing its own limitations.
- The US has pursued a strategy of enabling regional powers like Turkey and Saudi Arabia to assume more responsibility for Middle East security, moving from direct management to burden-sharing.
China’s Quest to Engineer the Future | Dan Wang
Duration: 50:19:00
October 13, 2025
- China's identity as an "engineering state" is characterized by its focus on large-scale construction and technological diffusion, in contrast to the US's current "lawyerly society" focused on obstruction.
- The United States historically excelled at large-scale building projects from the mid-19th to mid-20th century, but a shift towards litigation and regulation, partly fueled by figures like Ralph Nader, has hampered its capacity for construction.
- China's drive for national rejuvenation and global dominance fuels its "engineering state" approach, while the US must reform policies such as immigration and clean energy development to regain its building momentum.
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