Alpha In Podcasts? - [Business Breakdowns, EP.222]

🚨J-Cal's Advice for Young People Leaning Toward Socialism: Avoid Debt, Acquire Skills, Self-Reliance

Holiday interlude: Sample some of my most read newsletters

Building Commodity Supply Chains in Trump’s America with Peter Stahley

SABER Commends FDA for Cracking Down on Illegal Synthetic 7-OH Products

Eric Schmidt Brings Tech Into the Service of Government

Top Links 785 China in the gold market. Information Spillovers Within Couples. The cost of children & the PRC and Bretton Woods.

20 Seed & Series A Companies Building in Consumer AI

Pain threshold

Portfolio Review - June 2025

Michael Ovitz Breaks Down Tech's Most Harmful Impacts on Hollywood

No, Seriously, Are the Streaming Wars Getting More Competitive?

Apple’s ‘F1’ Win and Big Tech’s Streaming vs. Theaters Debate

Jason Blum Opens Up About the 'M3GAN 2.0' Flop, the Blumhouse Slump, and Bouncing Back

Jens Grede - Building SKIMS - [Invest Like the Best, EP.431]

The Political Choices of the Future

Emerson Electric: Growth Boosted By Shift From Hardware To Software

Vietnam's Massive Reclamation in the Spratly Islands

Update 2025.3 - Alimentation Couche-Tard (ATD.TO)

How Israel-Iran Tensions Are Reshaping Global Markets - Chamath Palihapitiya

The Great Differentiation

Top Links 784 Exorbitant privilege? Productivity differentials. The global land price boom & the fond farewells to Marxism Today.

Monthly recap #10

JD Vance: The Tech Industry Must Be More Than Just Software for America to Thrive

The New Fundraising Playbook: Seed-Strapping