Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
Interview with David Kim a.k.a. Scuttleblurb (2025) 📈📉📊💰💸
Jan. 17, 2025, 8:41 p.m.
Mark Nelson: New U.S. Energy Policy, Chris Wright as Sec of Energy, Oil & Gas, LNG, Gigawatt-Scale Nuclear, Batteries, and Solar (Part 2) ⚡️🔌 🛢️⛽️⚛️🔋
Dec. 6, 2024, 8:41 p.m.
TENET Deconstructed: ↔️ Christopher Nolan's Mind-Bending Time Thriller 🔁
Nov. 20, 2024, 8:41 p.m.
Mark Nelson: How AI is Forcing Big Tech to Abandon '100% Renewable' Fantasy for Nuclear Reality (Part 1) ⚡️🔌 ⚛️ 🏭 🤖
Nov. 4, 2024, 8:41 p.m.
The Cost of Glory with Alex Petkas: Timeless Lessons from Ancient Greece and Rome 🏛️🏺📜 🏹⚔️🦅⚖️
Sept. 26, 2024, 4:47 p.m.
Semiconductors Industry: Going Deep with Mostly Borrowed Ideas (MBI) on TSMC, Texas Instruments, Nvidia, Intel, Hyperscalers, etc
July 12, 2024, 12:40 a.m.
Sicario by Denis Villeneuve: Going Deep with Ed William and Dylan O'Sullivan 🎥 🎬 🎞️ 🍿
Jan. 29, 2024, 4:39 a.m.
Trung Phan: Solving the Twitter Puzzle, What He Learned from Rick Rubin, Christopher Nolan, AI, and more ✍️🤣🎥🎬🇻🇳🤖
Sept. 14, 2023, 4:35 p.m.
Meta Platforms & Mark Zuckerberg: Going Deep with Mostly Borrowed Ideas (MBI)! 🕵️♂️🩻
Aug. 19, 2023, 5:59 a.m.
Claude Shannon fan club with Jimmy Soni and David Senra 📖
July 3, 2023, 7:42 p.m.
David Senra on Deadwood (also: founders, entrepreneurs, civilization, Henry Singleton, Walt Disney, David Ogilvy, etc)
Going Deep on the Energy Crisis and Nuclear Power with Mark Nelson (Part 2 of 2) 🔌⚡️💡
Going Deep on the Energy Crisis and Nuclear Power with Mark Nelson (Part 1 of 2) 🔌⚡️💡
Going deep on Payments with Mostly Borrowed Ideas (MBI): Adyen, PayPal, Stripe, Square, Amazon, Apple Pay, Google Pay, Visa, Mastercard!
Microsoft: Going Deep with Mostly Borrowed Ideas (MBI) 🕵️♂️🩻
Cedric Chin: What Operators can Teach Investors, the Study of Expertise, Knowledge Shields, and More (Podcast #10)
Podcast #9: Ask Me Anything #2
Koyfin CEO & Co-Founder Rob Koyfman (Podcast interview)
Going deep on Constellation Software with Mostly Borrowed Ideas (MBI)
Podcast #6: Jimmy Soni on the PayPal Mafia (Musk, Thiel, Levchin, etc), startups, tech, the research process, and much more
David Senra of Founders Podcast (Podcast #11)
Jim O'Shaughnessy: Origin Story, Career in Finance, Groundbreaking Books, and Future with OSV 👶 🕵️♂️ 🏦 ✍️📚 🚀
Kevin Kelly: Excellent Advice for Living 💡🤖 📚
The Last of Us: Going Deep on HBO's Amazing Show with Matt Reustle and Tinkered Thinking 🍄
David Senra and Jimmy Soni: 'The Founders' Book Club on the PayPal Mafia 📖