Episodes
00:00:20 How Maciej got started with Amtelon Capital and why he chose Iran as a primary investment target?00:05:33 Why is Iran like Russia (and Eastern Europe ) in the 1990s? Is there a catalyst for Iran making it back to be connected with the rest of the world?00:14:25 A short story of sanctions against Iran.00:26:06 How Iranians and the regime in Iran differ? Why is the regime so successful in controlling power?00:32:32 What are great businesses to invest in Iran?00:48:11 How Iran avoided...
Published 08/27/21
00:00:23 How did Jared’s path from Lehman Brothers to Internet personality develop?00:05:06 How did the finance industry develop during the last 20 years?00:08:18 Jared’s experience on writing a novel (and how it compares to his other book)?00:11:29 What is Jared’s view of the deflation/ inflation debate?00:17:03 Is productivity growth really as low as we assume? What role do stock buybacks play?00:22:01 Is individual risk taking the key to increase productivity growth? 00:25:01 What are...
Published 08/27/21
00:00:33 How Stephen got started in the world of finance and what motivated him to write his latest book.00:10:05 What is the basic premise of Stephen’s analysis of financial statements (forensic accounting)?00:21:01 What is the fine line between fraud and creative accounting?00:27:22 What is Stephen’s analysis of the Wirecard fraud?00:32:27 How well do the current accounting standards actually work for provide transparency into profits/ losses of banks?00:39:51 Where does all the printed...
Published 08/27/21
00:00:31 How Mike researched and developed his theory of a market bubble in passive investing/ index investing? Are markets about information or transactions?00:08:01 Is the bubble of investing just a (bigger) change of the NIFTY fifty or the NASDAQ bubble in the 2000’s?00:13:53 Does Mike’s theory of passive investing predict higher volatility due to the changes in market structure?00:19:22 Is our low productivity growth linked to inefficient capital allocation due to passive investing...
Published 07/21/21
00:01:00 How Thaddeus got into philosophy and theology in the first place?00:05:45 How political pluralism should work? Is the US actually pluralistic?00:12:23 Has liberalism built a super structure of metaethics on top of religions. Are religions (too) boxed in by the liberal structure? How has our consciousness already been changed by this structure?00:19:13 Is the treatment of religions and reality comparable? How should philosophy deal with quantum physics?00:30:03 What did postmodernism...
Published 07/19/21
00:03:30 What regulation should we employ in the financial industry? Does it make us more safe?00:10:57 How Max got into his current career and what he has learned from his interviewees.00:17:01 Is the world going crazy? Is the ‘attentionalism’ already changing people and is the financial industry a good showcase for this? Is ‘career risk’ actually the most important part of financial decision making? How should ‘risk taking’ work in the financial industry?00:27:00 What is the state of...
Published 07/19/21
00:00:36 How Julio’s entrepreneurial journey started?00:06:29 How do opportunities for entrepreneurs in Africa stack up currently?00:13:45 How knowledge based and digital content businesses are faring in coastal African countries. How staggered access to digital innovations delays opportunities outside of the US.00:20:48 How to find early adopters for your startup? Can you find them in a ‘non early adopter market’?00:24:35 What is the ‘correct idea‘ of a risk-taking entrepreneur?00:29:01 How...
Published 06/16/21
00:00:30 How Alexander and his co-author Jan have managed to produce such an enormous (and prophetic) body of written work over the last 20 years00:04:43 What Alexander thinks about postmodernism?00:09:01 What are ‘Netocrats‘? How is the world changing due to the Internet? Who is ready for the digital future and who is not?00:14:01 What is the future of (representative) democracy and politics in general? What is a ‘sensocracy‘?00:19:30 How should a ‘world government‘ work? How much...
Published 06/15/21
00:00:38 How Imran found his way from Wall Street to teaching option strategies at Options Insight.00:09:42 What retail traders should learn before trading options. Why meme stocks options are such a ‘rational choice’ right now?00:14:42 Where are the best opportunities for trading options to still have an edge?00:24:45 What is Imran’s view on the delation/inflation scenario? Are commodities a good hedge?00:29:35 Why does a ‘rational investor’ buy negative yielding bonds (or very low yielding...
Published 06/09/21
00:00:14 The short history of Erik’s discovery (and theory) of faster than light speed travel.00:06:20 How Faster Than Light Speed travel would actually work? 00:16:20 How much energy would be required for a warp drive propulsion? Is there enough energy in the universe to make faster than light speed travel feasible?00:25:29 Why the ‘twin paradox’ will be solved with a warp drive?00:32:47 Did Stargate get the ‘warp’ drive idea right after all?00:39:13 Are Black Holes a form of cosmic...
Published 06/02/21
00:00:30 Thomas’ experience at Wall Street (including running his own hedge fund and an insider trading investigation while working with Steve Cohen) and why he started his latest firm Hedge Fund Telemetry?00:18:40 How Thomas selects themes and timeframes for his daily newsletter?00:24:25 What Thomas thinks of the crypto bubble?00:35:44 Is deflation or inflation the bigger issue right now? Should low income jobs be made redundant?00:46:32 What it means to be a hedge fund manager? Should we...
Published 06/02/21
00:00:30 How did Peter get started studying intelligence and how he envisions computers and AI should become more intelligent?00:06:31 What better approach can we take to build a thinking machine?00:12:18 When will we have machines that can build and improve themselves?00:16:50 How will the third wave of AI look like?00:19:06 Is GPT-3 like magic or is it a failure?00:21:06 Will we need to create a ‘Free Will’ to create an intelligence machine?00:34:10 How self awareness and abstract concepts...
Published 06/02/21
00:01:00 What is Convexity and how does it express itself?00:02:59 Why startup founders usually enjoy positive convexity. Why bonds often come with negative convexity?00:08:33 Why taking a flat fee is a good idea for money management?00:14:03 Did Softbank create a ‘Gamma Melt-up’ buying an extraordinary amount of call options in 2020?00:21:45 How to profit from increased interest rates? How to open up the upside without taking all the downside?00:32:14 How the time horizon of investments has...
Published 05/28/21
00:00:23 How Esther got started working on the intersection between mind and body and healthy living?00:13:32 What impact Ether’s research has on the ability to improve living conditions with autoimmune and inflammatory diseases. Are we getting to few germs and viruses so that our immune system turns on ourselves?00:21:11 How stress and our environment impacts our body and mind and how we can model it. 00:28:01 How do we identify environments that makes us calm? Why is a view of nature seen...
Published 05/28/21
00:00:34 What drove Bill to start minds.com back in 2011? Why minds.com is fundamentally different than other social networks?00:07:31 Why did the ‘legacy’ social networks get so big?00:11:22 Is there a better engagement algorithm? How ‘manipulative’ is the current engagement algorithm?00:14:20 Why social networks all have such a similar business model and why they all struggle to keep you on the site (through emotional manipulation).00:18:15 Are conservative media outlets really at an...
Published 05/19/21
00:00:34 What drove Joe to research and write his latest book – The WEIRDest People in the World and what it suggests about the timeline of human development00:08:10 What made us these WEIRD people? Why and how did the nuclear family emerge? How did marriage rules contribute to this? How did public markets evolve to support the growth of WEIRD people?00:13:46 What role did the Catholic Church contribute to the rise of the WEIRD people? How did the Orthodox Church help develop a similar...
Published 05/18/21
00:00:35 How Jeff got started with Amazon Web Services in the place and how innovation has been moving along briskly with Amazon AWS.00:06:15 How did it feel to promise an Internet File System and promise not to loose any data? How does AWS deal internally with failure and downtime?00:11:24 How did Amazon add so much transparency to their IT department?00:15:46 How did EC2 get so good so quickly between 2006 – 2011?00:19:35 Why Amazon AWS works without any free support for customers. Why does...
Published 05/18/21
00:00:36 What great investors does Marc admire?00:05:20 Why the world’s policy to print money (in Japan, Europe and the US now) is misguided and prohibits innovation?00:13:32 Is the ‘socialist utopia’ upon us? What will happen to inflation? Why do we need a ‘Central Bank’ in the first place?00:23:48 Will we be able to escape the current malaise with exponential technology growth?00:28:45 Is there a ‘revolutionary period’ on the horizon?00:35:01 Will we see a massive bank failure like Lehman...
Published 05/12/21
00:00:35 How Matthew got started in the video game industry?00:03:58 How the video game industry has evolved since Matthew started?00:15:43 How video game studios elect plans for a new game?00:21:06 How much revenue is there in video games really? Is the demographics of users changing?00:30:23 Given the addictive potential of video games – should we emphasize the skills users learn from video games more?00:53:49 Will we live in an ‘all simulated’ world? Is that a good or bad thing? Matthew...
Published 05/12/21
00:00:14 The origin story of Ecademy – the original social network for business.00:05:19 How social networks helped us get more connected but also made us more lonely at the same time. How can we find real trust and intimacy?00:12:03 How the way we ‘make connections’ has changed so much. Is Clubhouse a good tool to improve on that?00:16:06 What Social Media could have been? What went wrong in the last 10 years?00:28:28 What ‘free energy’ and ‘free software and hardware’ will change the...
Published 05/12/21
00:00:25 How Jesse has redefined ‘value investing’ for himself?00:04:20 How momentum and trend investing has become so strong? Are contrarian investors able to tae advantage of the short cycles?00:07:43 Is the ‘Fed put’ real? Can we slowly depreciate out of the current mania?00:12:01 Are inflation expectations really rising? Is asset allocation broken?00:28:10 Is energy a good investment short term / long term?00:31:52 How Jesse deals with finding a catalyst for his investments?00:37:12...
Published 05/11/21
00:01:20 How Stefan’s journey to 193 countries unfolded.00:03:31 How ‘Every Passport Stamp’ provided unique advice to cross borders into countries that rarely get any visitors. What are some of the shortcuts to get into countries that make that really hard?00:23:04 What are we really seeking when we travel?00:27:13 Stefan’s journey into the Chinese language? What he learned about China and the government?00:52:33 What is Stefan’s take on slow or fast travel?00:58:18 Stefan’s list of favorite...
Published 05/11/21
00:01:34 What are the most vivid memories Jack has from his time at the CIA?00:10:32 What Jack thinks of James Bond?00:13:56 What is the actual toolset of the CIA? What powers can it actually use?00:17:54 How dangerous is working for the CIA really?00:23:43 What makes a good spy?00:25:04 Why is Russia such an ‘underrated enemy’?00:31:23 What are the US capabilities in Cyber?00:43:02 What will the next global struggle of superpowers be about?00:49:01 Can we bring in one billion new...
Published 05/11/21
00:01:20 The genesis of the Loop device as an idea and business. 00:07:07 Why Loop considers itself much more a software than a hardware company?00:10:56 Is hardware development going the way of software – make it once and sell it almost an unlimited time? How does one get started with developing hardware in China?00:24:24 Is complexity the domain of humans? Will everything else be taken over by AI? Should everything in life be free? Is technology already delivering on this? Is work...
Published 05/10/21
00:02:51 How Eric set out to write entertaining books about serious subjects.00:07:53 What Eric learned from Henry Miller and Ernest Hemingway? How much of an influence is travel for his discoveries?00:14:11 Has Eric found a way to recreate clusters of geniuses in his journeys?00:29:55 Why are philosophers from the last few hundred years so miserable? Is pondering about the ‘Big Questions’ risky and it makes it harder to enjoy life?00:40:24 Why philosophy is so hard to scale?00:50:37 What...
Published 05/10/21