Today's Top Episodes
Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026
Ever wondered how to truly fix the Fed and use tariffs strategically? This episode lays out a bold vision for America's economic future.
Why Americans Are Falling Behind on Auto Loans At Their Highest Level Ever
Your car loan might be riskier than you think. Discover why Americans are falling behind on auto payments at historic levels and what it means for the economy.
Transform Pain & Trauma Into Creative Expression | David Choe
Can pain truly be transformed into power? Explore how trauma can fuel profound creative expression and personal healing in this captivating conversation.
How to get rich with stocks (without math, charts or models)
Forget the charts and complex models. Learn a radical new way to get rich in stocks by simply observing the world around you.
OpenAI’s Potential, Google’s Speedy Model, Copilot Hits Turbulence
The AI race is heating up! Discover OpenAI's next big move, Google's game-changing model, and why Microsoft's Copilot is struggling against the competition.
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RWH064: A Soulful Path To Stellar Returns w/ Nima Shayegh
Duration: 02:00:25
December 21, 2025
- Investing success hinges on understanding the "roots" of a business, which are qualitative factors like management motivation and company culture, rather than just quantifiable "branches."
- True investing wisdom involves embracing uncertainty and surrendering to market volatility, as periods of decline are inevitable and offer opportunities to acquire assets at lower prices.
- A key to long-term investing success is maintaining a long-term orientation and a simple, focused structure that allows for reflection and avoids the distractions of short-term market noise.
TIP777: The 1999 Dot-Com Bubble w/ Clay Finck
Duration: 01:10:23
December 19, 2025
- The dot-com bubble's excessive valuations were fueled by speculative mania and a disconnect from fundamental business realities, driven by hype over substance.
- Corporate executives often prioritized short-term stock price gains through financial engineering and misleading accounting practices, rather than long-term shareholder value.
- Lessons from the dot-com era highlight the importance of investor discipline, skepticism towards new technology hype, and recognizing the dangers of executive self-enrichment and flawed incentives.
TECH009: Data Centers in Space, AI Education, Haptic Touch Robotics and More w/ Seb Bunney
Duration: 01:08:55
December 17, 2025
- AI is revolutionizing education by offering personalized learning experiences that adapt to individual student pace, interests, and learning styles.
- Advances in personalized health, driven by genetic testing and AI analysis, are enabling tailored supplement protocols and a more holistic approach to well-being.
- The development of long-distance haptic touch technology is enhancing immersive experiences in VR/AR and paving the way for more sophisticated humanoid robots by providing tactile feedback.
RWH063: Avoid Disaster w/ Howard Marks
Duration: 01:20:17
December 14, 2025
- Investing success is driven by consistently avoiding losers rather than solely chasing winners.
- The most reliable way to gain an edge in investing is by developing a knowledge advantage, often through specialization and focusing on less efficient markets.
- True investing wisdom, akin to a "negative art," involves rigorous analysis to prevent mistakes and avoid catastrophic losses through understanding market cycles and probabilities.
TIP776: Stig Brodersen’s Mental Models & Portfolio Update
Duration: 01:22:14
December 12, 2025
- Investors are increasingly considering "operational leverage" as a key factor, recognizing how companies like Uber can generate significant profits from incremental revenue with minimal additional costs.
- The discussion highlights the growing importance of "AI races" for big tech companies, with Alphabet poised to be a major player due to its infrastructure and data, despite significant ongoing capital expenditure.
- The value of "unfair advantages" in investing is emphasized, suggesting that leveraging personal strengths, unique resources, or temperamental differences can lead to more successful and less risky investment strategies.
BTC256: Bitcoin Market Sentiment and Liquidity Cycles w/ Andy Edstrom (Bitcoin Podcast)
Duration: 01:00:10
December 10, 2025
- Bitcoin treasury companies have largely been an unmitigated disaster, with many newer and riskier ones losing significant value.
- MicroStrategy's strategy of using leverage to acquire Bitcoin is framed as similar to how stablecoins like Tether securitize dollars, but with Bitcoin as collateral and requiring significant over-collateralization due to volatility.
- The discussion highlights the difficulty in valuing Bitcoin treasury companies, with MNAV being a useful but imperfect indicator, and questions whether the added risks of these companies outweigh the benefits of holding Bitcoin directly.
TIP775: Why Your Valuation Metrics Might Be Lying to You w/ Kyle Grieve
Duration: 01:02:34
December 7, 2025
- Understand how valuation multiples are used and their limitations, focusing on the actual economic reality of a business beyond simple pricing.
- Reduce forecasting errors by focusing on the "BIN" acronym (Bias, Information, Noise), with noise being the most significant factor, and employ strategies to mitigate it.
- Challenge common investing myths, such as the idea that money-losing businesses are always bad investments, by looking beyond GAAP accounting to understand a company's true economic value and investment opportunities.
TIP774: Being Greedy While Others are Fearful w/ Shawn O'Malley
Duration: 01:29:36
December 5, 2025
- Adobe's core business remains strong due to entrenched enterprise customers and its integrated AI offerings, despite market fears around generative AI disruption.
- The podcast emphasizes understanding a company's long-term potential and compounding intrinsic value, rather than chasing short-term gains or complex, unproven technologies.
- Consumer insights are a valuable starting point for investment decisions, as familiarity with well-known brands and their ecosystems can highlight durable competitive advantages.
TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast)
Duration: 01:13:44
December 3, 2025
- The latest Tesla FSD 14.2 update demonstrates significant advancements in real-world decision-making capabilities, handling complex and unpredictable scenarios with increased sophistication.
- The development of artificial biological neurons that operate at human-like voltages opens possibilities for direct interface with biological systems and enhances computational efficiency.
- The conversation highlights the growing importance of energy infrastructure, particularly nuclear power, in supporting the massive computational demands of advanced AI development, shifting the societal narrative on energy consumption.
TIP773: How Systems and Simple Math Shape Better Investing w/ Kyle Grieve
Duration: 01:04:41
November 30, 2025
- Understanding feedback loops, both reinforcing (exponential growth/collapse) and balancing (stability), is crucial for analyzing systems and investment decisions.
- Kill criteria, defined by specific states and dates, function as pre-commitment tools to ensure rational action and avoid emotional decision-making in investing.
- Compounding and power laws highlight how a few significant winners can disproportionately drive long-term returns, emphasizing the importance of not capping upside and embracing potential outliers.
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