40 min
Library
Categories
Trending highlights
Moments worth your commute
1h 10m
2h 22m
47 min
41 min
40 min
Trending topics
Ask your ownEpisode feed
Latest episodes
Excess ReturnsJun 20 58 min
The $2 Trillion Question | Tobias Carlisle on SpaceX, the AI Buildout, and the Rotation No One Sees
- Current market valuations are considered very expensive, but investors should look beyond headline numbers to find opportunities in areas like small and micro-cap value.
- The market may be transitioning from a long-term large-cap growth dominance to a value-oriented market, characterized by increased volatility but potential for significant gains in overlooked sectors.
- The transformative potential of AI is acknowledged, but historical parallels suggest that while revolutionary, the initial excitement often leads to a period of disillusionment before long-term adoption and value realization.
The Wolf Of All StreetsJun 20 22 min
"I'm Buying Bitcoin Like Crazy" - Grant Cardone
- Grant Cardone is proposing a disruption of the $4 trillion real estate industry by combining income-producing real estate with Bitcoin, arguing that traditional REITs are a broken model due to a 90% distribution requirement that leaves them with no capital for necessary upkeep.
- This new real estate-Bitcoin hybrid model is attracting investors, including those new to cryptocurrency, by offering the potential for upside from both rising property values and Bitcoin's appreciation, in addition to positive cash flow and tax benefits.
- The primary problem in the real estate industry, according to Cardone, is capital expenditure (capex), which his Bitcoin-infused model addresses by providing liquidity to cover essential property maintenance, a solution he believes institutions will eventually adopt.
UnchainedJun 19 48 min
Why Kalshi's John Wang Says Perps Are 'the Most Pure Trading Instrument'
- Kalshi has launched the first regulated perpetual futures trading for crypto in the US, bringing a popular offshore instrument onshore with regulatory compliance.
- Perpetual futures, or "perps," are a powerful trading tool allowing users to profit from both rising and falling markets with leverage, offering a more seamless experience than traditional derivatives.
- Kalshi is expanding its offerings beyond crypto perps to other asset classes and is focusing on educating US traders about this new instrument and building robust risk management systems, including a guarantee fund.
The Milk Road ShowJun 19 35 min
The Case For Bitcoin As One Of The World’s 4 Most Important Technologies
- Four major technologies—quantum computing, AI, robotics, and blockchain—are interconnected and none can survive without the others, forming the foundation of the future economy.
- By the time quantum computing can hack current cryptography, defenses will be developed, ensuring the security of systems like Bitcoin.
- In the next 5-10 years, Bitcoin is expected to be in most retirement accounts, and some AIs will use crypto for transactions, with widespread robotics adoption following in about 5-10 years due to battery technology and societal resistance.
a16zJun 19 41 min
The New Rules of Media | Marc Andreessen & Ben Horowitz
- New media requires authenticity and individuals to act as their own brand, moving away from the restricted and defensive nature of old media.
- The shift to new media means companies should focus “outside-in”, connecting their narratives to broader, interesting world events rather than solely promoting their products.
- Developing strong communication skills for new media is learnable and cultivable, with early examples of successful communicators showing significant growth over time.
This Past Weekend w/ Theo VonJun 19 2h 22m
#663 - Porn Recovery Coach Steven Wolt
- Pornography addiction is deeply intertwined with emotional regulation, acting as a learned shortcut to avoid discomfort such as anxiety, loneliness, and depression.
- Recovering from pornography abuse involves retraining the nervous system and healing root causes, rather than simply stopping a behavior, to build a life one doesn't need to escape from.
- Healthy masculinity, in the context of recovery, is defined by honesty, integrity, vulnerability, and connection, moving away from objectification towards humanizing others.
The RollupJun 19 51 min
Hester Peirce: The Positive Future of Digital Asset Regulation (Huge Catalysts Coming)
- The SEC is proposing to eliminate Rule 611, the trade-through rule, to modernize equity markets and potentially support tokenization by removing an antiquated regulation.
- The "Innovation Exemption" is intended to allow controlled experiments with trading tokenized securities on-chain, focusing on on-chain finance rather than decentralized finance, to help regulators understand proper points of regulation.
- Commissioner Peirce emphasizes the importance of protecting privacy in financial transactions as a core principle, alongside market integrity and investor protection, when developing new regulations in the digital asset space.
Milk Road AIJun 19 37 min
The Chip Company the AI Crowd Isn't Watching Yet
- Infineon is positioned as a key enabler of the AI infrastructure build-out, supplying essential power, sensing, and security chips across data centers, batteries, and emerging physical AI applications like humanoids.
- The company benefits from a shift towards higher energy efficiency, particularly with the adoption of 800V DC in data centers, significantly increasing Infineon's addressable content per rack.
- While currently deriving substantial revenue from legacy automotive sectors, Infineon's strategic reorganization and partnerships signal a strong focus on capturing future growth opportunities in the expanding AI ecosystem.
Bell CurveJun 19 57 min
The Resurgence of Decentralized AI | Roundup
- The increasing centralization and potential for censorship by frontier AI labs like Anthropic are creating opportunities for open-source and decentralized AI solutions.
- The prohibitive cost of training state-of-the-art AI models is driving renewed interest in decentralized training as a more cost-effective and collaborative approach.
- Businesses are increasingly concerned about platform risk and data privacy, which aligns with the inherent benefits of decentralized and privacy-focused AI technologies.
0xResearchJun 19 54 min
The New Fed, STRC Stress, and Hyperliquid’s Rise
- The Clarity Act, crucial for regulatory clarity in the crypto sector, faces political hurdles and a tight timeline before the August recess, with its passage remaining uncertain.
- Hyperliquid's HIP3 deployer ecosystem is consolidating, with Trade XYZ emerging as the dominant player due to its early adoption of USDC and superior execution.
- The discussion highlights varying perspectives on Bitcoin's market trajectory, with some suggesting the focus should be on whether it has "topped" rather than "bottomed," indicating strong long-term fundamentals.