Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.
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Real Estate Vc Podcasts
A podcast community for Proptech and Real Estate leaders, investors, operators and innovators. A new era is upon us. Tangent💚Proptech unites Proptech founders💡, Real Estate investors and operators🏢, Venture Capital investors, urban leaders🏙 and passionate creators🌎 who are improving our communities and cities. Join us to learn how we can solve present day challenges with innovative technology and greater collaboration. Join VC investors Jeffrey Berman and Zach Aarons, and Proptech entreprene ...
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Michael Barr, Vanessa Perdomo and Damian Sassower follow the money in the world of sports, taking listeners inside decisions that power the multibillion dollar industry. From media and technology to finance and real estate, leagues and teams across the globe have matured into far more than just back-page entertainment. The show explains the money behind the games.
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Jamie is the founding partner of Pillar VC, a Boston-based seed-stage venture capital firm. He has spent the last 22 years investing in early-stage startups.
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Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets
Michael Sidgmore
Alt Goes Mainstream podcast is the place to turn to for interviews with some of the brightest and most experienced minds in the world at the intersection private markets and wealth management. AGM dives into investment strategies like private equity (PE), private credit, venture capital (VC), secondaries, GP stakes, infrastructure, real estate, wealth management, and comprehensively covers tools and frameworks for approaching private markets, such as asset allocation, evergreen funds, model ...
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Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.
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The a16z Show discusses tech and culture trends, news, and the future – especially as ‘software eats the world’. It features industry experts, business leaders, and other interesting thinkers and voices from around the world. This show is produced by Andreessen Horowitz (aka “a16z”), a Silicon Valley-based venture capital firm. Multiple episodes are released every week; visit a16z.com for more details and to sign up for our newsletters and other content as well!
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Interviews with the top Investors, CEOs, & Founders
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Enter the exciting world of Property Technology. Explore the new wave of digital transformation that is disrupting the real estate. Zain Jaffer your host has extensive experience as a startup CEO & Founder and real estate investor. Zain interviews top real estate experts, venture capitalists and executives who are moulding the future of the PropTech industry. If you're looking to hear from industry experts on what the future of then you're listening to the right podcast.
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The HoldCo Builders Podcast with PrivatEquityGuy is a place where you can find meaningful conversations about holding companies, entrepreneurship, small businesses, investing, and more.Be sure to follow the podcast, so you never miss an episode!
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Welcome to Glorium Technologies Knowledge Hub! This podcast series is for founders, CEOs, CTOs, and CIOs of healthcare and real estate startups who want to scale their businesses or attract additional investment. Glorium Technologies is a top-shelf bespoke software development firm boasting a portfolio of 100+ deployed products. We create innovative and scalable solutions for VC-backed startups and expanding tech companies. Here we invite you to sit back, take a cup of coffee and listen to s ...
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The Alt Asset Allocation Podcast is all about allocating a bit of your time, energy and money into Alternative Assets (e.g. PE, VC, Real Estate, Gold, Crypto). There are other investment options available outside traditional stocks and bonds. Join Ben Lakoff, CFA as he dives into Unique investment options for the everyday investor.
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Harvard Real Estate Review is a student-run publication investigating the intersection of real estate, technology, and design. Our approach is multi-disciplinary, connecting students and academics with industry leaders to foster collaborative conversations about the future of real estate.
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Jamie Goldstein has spent over two decades working in venture capital and is founder & partner at our firm. He also serves as chairman of Petri, an accelerate program co-founded by pillar VC focused on supporting companies attacking the world's largest problem at the intersection of computation, biology, & engineering.
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Join host Shana Orczyk Sissel, Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative investments to add value in their investment portfolios.
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BiggerPockets Podcast : Real Estate Investing and Wealth Building to Help You Get Bigger Pockets
BiggerPockets.com : Joshua Dorkin and Brandon Turner
“You guys have been unbelievable – the best podcast I’ve ever been on in my whole life. You guys are masters of the Podcast Universe” – Grant Cardone, Author of The 10X Rule, show 108 “Thanks to Brandon Turner & Joshua Dorkin at BiggerPockets for what turned out to be the most FUN interview I’ve ever done!” – Hal Elrod, Author of the Miracle Morning The BiggerPockets Podcast The World’s Top Real Estate Investing Podcast. With Josh Dorkin and Brandon Turner [visitor] Join BiggerPockets.com to ...
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How can wealthy investors make better investments and wiser financial decisions? On this podcast we look at the big investment trends, how to allocate private wealth, tools for multi-generational planning, philanthropy and a range of other issues unique to high net worth families. We interview leading investment managers, high net worth individuals and private wealth advisors. Brought to you by Goldrock Capital, a multi-family office.
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Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of the alternatives space.
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Helping high net worth families to build, protect and transfer long term wealth in the challenging times that we are living through.
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Welcome to a real-world MBA, where entrepreneurs guide you through what it really takes to start, scale, and sell your own business. Your hosts: J and Carol Scott, who left careers in corporate management to launch their own house-flipping business. Every Tuesday, you'll meet a new guest and learn actionable tips for hiring, firing, marketing, raising capital and more. So whether you're looking to boost profits or bring a new idea to life, you'll come away informed and inspired. Tune in, and ...
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Welcome to Funds that Won. Where we dive deep into some of the world's most renowned investment funds. We talk to investment managers across the alternatives landscape and learn how they built their million and billion dollar asset management empires. We're talking teams, structures, portfolio management, Investment philosophy & best practices in launching and running alternative investment funds. ABOUT LINCOLN ARCHIBALD Lincoln helps entrepreneurs & investors start funds. Lincoln is Chief F ...
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The AI Data Center Short | Jim Chanos on Oracle, Data Centers Landlords, and GPU Merchants
1:07:28
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1:07:28Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe In this interview, Chanos breaks down why hosting GPUs is a commodity business with low returns and why the depreciation of AI chips (like Nvidia’s) creates a massive financial risk for companies like CoreWeave and Oracle. He also discusses the dangers of private c…
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Inside Anduril: Exclusive HQ Tour w/ Palmer Luckey, Brian Schimpf, Matt Grimm & Trae Stephens
38:54
38:54
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38:54This is a rare, behind-the-scenes walking tour & sit-down interview inside Anduril Industries, a $30.5B defense technology company that develops and sells autonomous systems, AI-powered software, and advanced hardware for military and security applications to protect US and allied forces.. one of the most consequential defense companies of this era…
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Dwarkesh and Ilya Sutskever on What Comes After Scaling
1:32:09
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1:32:09AI models feel smarter than their real-world impact. They ace benchmarks, yet still struggle with reliability, strange bugs, and shallow generalization. Why is there such a gap between what they can do on paper and in practice In this episode from The Dwarkesh Podcast, Dwarkesh talks with Ilya Sutskever, cofounder of SSI and former OpenAI chief sci…
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MeatEater's Steven Rinella on the Economic History of Hunting
53:32
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53:32When we think about America’s economic rise, we usually point to agriculture or the industrial revolution. But in the early days of colonization, one of the biggest economic drivers wasn’t crops or factories — it was animal products. Deerskins were a booming trade that pushed hunters into new frontiers. In the early 1800s, beaver pelts became a fas…
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There Is No Path — How Elite Investors Actually Build Their Lives, Careers, and Companies
15:46
15:46
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15:46In this episode, we break down a powerful idea from Jeffrey Walker, a private equity veteran who backed thousands of entrepreneurs and watched success and failure up close. His conclusion is uncomfortable but freeing: the people who win don’t follow a path, they create one. You’ll hear why talent is overrated, why “perfect careers” quietly fail, ho…
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Misunderstood Power: Emil Michael on the Truth About the DoW & Defense Tech
30:58
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30:58With great honor, Mr. Emil Michael, the Under Secretary of War for Research & Engineering (USW(R&E)) and Chief Technology Officer for the Department of War (DoW), joins Sourcery in front of a F117 at the Reagan National Defense Forum 2025 to dispel common misconceptions about the DoW, modern defense technology, & the role of companies like Palantir…
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NASCAR, Michael Jordan’s Racing Team Settle Antitrust Suit
38:19
38:19
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38:19Join hosts Michael Barr, Damian Sassower, Vanessa Perdomo and special guest host Bloomberg US sports business reporter Randall Williams for a look at some of the latest headlines and stories in the business of sports. NASCAR on Thursday settled an antitrust lawsuit brought by Michael Jordan’s racing team alleging that the organization holds a monop…
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AI Eats the World: Benedict Evans on the Next Platform Shift
1:02:50
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1:02:50AI is reshaping the tech landscape, but a big question remains: is this just another platform shift, or something closer to electricity or computing in scale and impact? Some industries may be transformed. Others may barely feel it. Tech giants are racing to reorient their strategies, yet most people still struggle to find an everyday use case. Tha…
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D.A. Wallach Explains Why Biotech VC Is So Different
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50:05Most people think of venture capital as funding software startups or, these days, some new AI tool. But VC also plays a major role in developing new medicines and treatments. That’s the world of D.A. Wallach — though he didn’t start there. Before becoming a biotech investor, Wallach was the lead singer of the indie rock band Chester French. So how …
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Why $300B of SaaS Revenue Is Trapped & How the $19.9T AI Agent Economy Unlocks It
20:42
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20:42Manny Medina, Co-Founder & CEO of Paid and former CEO of $4.4B Sales Tech company, Outreach, hosts Sourcery at their HQ in London to discuss the early development of AI agents & what this shift means for software businesses. Roughly $300 billion in SaaS revenue remains “trapped” in legacy pricing and delivery models. After scaling Outreach to 6,000…
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Vista Equity Partners' David Breach - building a software investing powerhouse in the age of AI
51:58
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51:58Welcome back to the Alt Goes Mainstream podcast. Today’s episode dives into the nuances of enterprise software and how to build a scaled specialist alternative asset manager. We sat down in Vista’s NYC office with David Breach, Vista’s President and Chief Operating Officer. David sits on Vista’s Executive Committee, the firm’s governing and decisio…
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This Is What It Takes to Get a Data Center Financed
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45:55Data centers are weird things. They're partly real estate assets. They're partly extremely advanced technological products. And they have to find a way to consume a tremendous amount of electricity from the grid -- or they increasingly have their own power plants on site. And beyond that, they've become extremely controversial, with more and more c…
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Jonathan Swanson has built two rare successes: Thumbtack, the home-services marketplace, and Athena, the fast-growing platform that pairs ambitious people with world-class personal assistants. Today he runs a 4,000-person company, invests on the side, and raises four kids — all by designing his life around leverage. a16z General Partner, Erik Toren…
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“Mother All Crises” | Luke Gromen on America’s Choice Between AI Dominance and Real Value of Treasury Market
1:33:31
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1:33:31Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Luke Gromen of Forrest For The Trees argues that the US is facing the "Mother of All Crises": a forced choice between losing the AI race to China or destroying the US Treasury market. In this deep dive, we cover why the electrical grid is the ultimate bottleneck, w…
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Beating Bitcoin at Scale with Directional Crypto Strategies | Sam Gaer of Monarq Asset Management
1:10:11
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1:10:11This episode is brought to you by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF: http://vaneck.com/REMXMax Sam Gaer, CIO of Directional Strategies at Monarq Asset Management, joins Other People’s Money to discuss how he uses quantitative directional strategies to trade crypto assets and produce an institutional quality ret…
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How I Quit My 6-Figure Job and Bought 9 Companies
1:07:42
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1:07:42Today’s guest, David Dowda (Dowda Holdings), went from burned-out insurance salesman working 80-100 hour weeks to buying his first business doing just $30,000 a year - fully seller-financed. Ten years later, he owns nine companies across multiple industries - all acquired with zero outside equity and often minimal cash down. TIMESTAMPS 0:00 How he …
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ING's Anneka Treon and Johan Kloeze - lessons learned from building a private markets platform for private wealth clients in Europe
47:29
47:29
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47:29Welcome back to the Alt Goes Mainstream podcast. Today’s episode was filmed at ING’s HQ in Amsterdam, right after ING held its Private Markets Day. The firm has been actively building out its private markets capabilities to serve its private wealth clients so it was a treat to interview two of the people responsible for running ING’s wealth managem…
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Originally published on the a16z Infra podcast. We're resurfacing it here for our main feed audience. AI coding is already actively changing how software gets built. a16z Infra Partners Yoko Li and Guido Appenzeller break down how "agents with environments" are changing the dev loop; why repos and PRs may need new abstractions; and where ROI is sho…
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The 80-Year Bet: Why Naveen Rao Is Rebuilding the Computer from Scratch
30:11
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30:11Naveen Rao is cofounder and CEO of Unconventional AI, an AI chip startup building analog computing systems designed specifically for intelligence. Previously, Naveen led AI at Databricks and founded two successful companies: Mosaic (cloud computing) and Nervana (AI accelerators, acquired by Intel). In this episode, a16z’s Matt Bornstein sits down w…
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Why Metals Are Soaring While Oil Stalls | CME Chief Economist Erik Norland on Precious Metals, Oil, Copper, and More
59:00
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59:00Today's episode is brought to you by Teucrium. Learn more at: https://bit.ly/4gfI0fe Erik Norland, Chief Economist at the CME Group, joins Jack Farley to discuss the wild volatility in commodity markets. With Silver up over 80% in the past year, Erik breaks down the technological shift from photography to solar panels that is driving demand. They d…
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Madrid Real Estate: What Global Investors Need to Know Right Now - Ep 124
37:11
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37:11Join host David Ram, Partner at Goldrock, in this episode of the Definitely Uncertain podcast as he sits down with Carlos Zucchi, Partner & CEO at Argis, a Madrid-based real estate investment and management firm. Together, they dive into the fast-changing world of Spanish residential real estate — from regional risks and regulation to demographic t…
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Dan Ivascyn Is Excited About a New Era in Fixed Income
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57:57In the years since the financial crisis, bond investors didn't get much return for taking on risk. With low interest rates and little sign of inflation, investors had to accept lower-quality assets to get any semblance of yield. Now that's changing according to Dan Ivascyn, the chief investment officer of Pimco, one of the biggest bond fund manager…
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How Microsoft Excel Conquered Corporate America
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18:19Excel. If you work in corporate America, that word either inspires laser-focused productivity or pure dread. Over the last 40 years, the spreadsheet software has become synonymous with the best — and worst — of late-stage capitalism. It’s seeped into popular culture and, along the way, made Microsoft one of the world’s most valuable companies.But i…
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How These Firms Turn $5M-15M Companies Into 100x Returns
24:21
24:21
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24:21How these serial acquirers generate 20-40% annual returns for decades? They buy small, niche, profitable companies again and again. In this episode, we break down the strategy, the structure, and what private buyers can learn from the greatest acquisition machines on earth. TIMESTAMPS 0:00 Why tiny acquisitions beat big deals 1:12 21x, 120x, 375x: …
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Lane Kiffin's Ole Miss Exit; Cain CEO Jonathan Goldstein Talks Sports Investing
38:46
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38:46Join hosts Michael Barr, Damian Sassower, Vanessa Perdomo and special guest host Bloomberg US sports business reporter Randall Williams for a look at some of the latest headlines and stories in the business of sports. On this episode, hear from: Bloomberg News US sports business reporter Randall Williams joins for a conversation with Sports Busines…
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Inside General Catalyst’s $1.5B AI Roll-Up Machine
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51:32Marc Bhargava, Managing Director at General Catalyst and head of the firm’s Creation Strategy, breaks down one of the most significant shifts happening inside venture and private markets today: AI Roll-Ups. One of the 3 largest venture players with ~$40B AUM, General Catalyst has quietly built a $1.5B AI roll-up engine dedicated to incubating AI-na…
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What Comes After ChatGPT? The Mother of ImageNet Predicts The Future
1:01:56
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1:01:56Fei-Fei Li is a Stanford professor, co-director of Stanford Institute for Human-Centered Artificial Intelligence, and co-founder of World Labs. She created ImageNet, the dataset that sparked the deep learning revolution. Justin Johnson is her former PhD student, ex-professor at Michigan, ex-Meta researcher, and now co-founder of World Labs. Togethe…
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Affirm's Max Levchin Breaks Down How Buy Now, Pay Later Really Works
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53:17Max Levchin probably knows as much about online payments as anyone. He was part of the original "PayPal mafia" before going on to become co-founder and CEO of Affirm, the $22 billion player in the Buy Now, Pay Later industry that's hoping to disrupt the incumbent credit card companies. While BNPL is booming, there is still a lot of confusion about …
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Live from New York with Oaktree's Armen Panossian - "don't reach for risk to deliver the right return"
54:28
54:28
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54:28Welcome back to the Alt Goes Mainstream podcast. Today’s episode was filmed live at an event during a Brookfield Oaktree Wealth Solutions RIA Council meeting in New York. Armen Panossian, the Co-CEO and Head of Performing Credit at Oaktree, and I sat down for a conversation in a Brookfield-owned building with a group of RIAs in the audience. Armen,…
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How AI Created the Fastest Product Cycle in History
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50:54Recently, a16z General Partner Anish Acharya joined Ollie Forsyth on NEW ECONOMIES. They talked about why consumer tech is surging again, how AI is enabling 100M-user products at unprecedented speed, and what founders need to understand heading into 2026 — from distribution shifts to founder mindset to the mechanics behind the fastest product cycle…
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AI Can Tell Us Something About Credit Market Weakness
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44:01There have been some wobbles in credit markets lately. It hasn't been too dramatic, but we've had some blowups, leading Jamie Dimon to speculate about the presence of other "cockroaches" lurking in the industry. But what do we actually know about the quality and practices of credit underwriting right now? Dan Wertman is the co-founder and CEO of No…
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From VC to Main Street: How AI Is Rewiring Service Businesses
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51:35In this episode, Cyrus Hessabi from Shore Capital Partners breaks down what it really looks like to build AI-enabled services, transition from VC to micro-cap private equity, and back searchers buying “boring” but powerful businesses. Cyrus has lived every chapter of the operator-investor journey: aerospace engineering, Salesforce sales, venture ca…
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From Chipotle to Soho: RTL’s Ken Hochhauser on Data, Signals, & Why Retail Is Back
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43:36Kenneth Hochhauser is Partner and Head of Data and Analytics at RTL. His background includes roles as a retail executive at Macy’s and GNC and as a small business and economic development officer for the City of New York. He has advised both tenants and landlords on site selection, trade area analysis, and retail strategy, including introducing Chi…
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Why AI Moats Still Matter (And How They've Changed)
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51:31a16z General Partners David Haber, Alex Rampell, and Erik Torenberg discuss why 19 out of 20 AI startups building the same thing will die - and why the survivor might charge $20,000 for what used to cost $20. They expose the "janitorial services paradox" (why the most boring software is most defensible), explain why OpenAI won't compete with your o…
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Franklin Templeton's George Stephan - bringing public and private together
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51:56
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51:56Welcome back to the Alt Goes Mainstream podcast. Today’s episode brings the perspective of an asset management veteran who has sat on both sides of the table. We sat down in Franklin Templeton’s New York City office with George Stephan, COO of Global Wealth Management Alternatives at Franklin Templeton. George joined Franklin to continue the buildo…
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How To Lead | Ben Horowitz on My First Million
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1:10:40A16Z co-founder Ben Horowitz joins Shaan Puri and Sam Parr on My First Million to talk about how to be a great leader. Resources: Follow Ben on X: https://x.com/bhorowitz Follow Shaan on X: https://x.com/ShaanVP Follow Sam on X: https://x.com/thesamparr Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your frien…
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What's the Alternative? | Episode 28 | Unmasking Hedge Funds: Low-Cost Alternatives & Global Macro Secrets with Bob Elliott
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1:01:44In this episode of What’s the Alternative, host Shana Orczyk Sissel sits down with Bob Elliott, Founder, CEO & CIO of Unlimited Funds, to unpack the true potential of alternative investments for advisors and investors. They cover hedge fund fees, the rise and struggles of liquid alternatives, global macro and managed futures, hedge fund replication…
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The $700 Billion AI Productivity Problem No One's Talking About
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58:17Russ Fradin sold his first company for $300M. He’s back in the arena with Larridin, helping companies measure just how successful their AI actually is. In this episode, Russ sits down with a16z General Partner Alex Rampell to reveal why the measurement infrastructure that unlocked internet advertising's trillion-dollar boom is exactly what's missin…
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Travis Kavulla Explains Why Electric Bills Shot Up
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57:15There's an incredible amount of focus on the grid this days. That's notable because for a long time, the grid was hardly of any interest. For years, load growth was flat. It was a sleepy market. And in fact, because it was sleepy, regulators and politicians and private companies started focusing on phasing out the dirtier parts of energy production…
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China’s Involution Trap | Michael Pettis on China's Excess Savings, Industrial Overcapacity, and Exporting of Deflation
1:18:26
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1:18:26Learn more about the VanEck Rare Earth and Strategic Metals ETF: www.vaneck.com/REMXJack In this episode of Monetary Matters, Jack sits down with Michael Pettis, Senior Fellow at the Carnegie Endowment, to deconstruct the massive economic imbalances between China and the rest of the world. For decades, the global economy has relied on a specific me…
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The Lopsided Expansion | Aahan Menon on Why Long-Term Forecasts Don’t Make Money, And The Growing Divergence Between AI CapEx And Labor Market
1:27:33
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1:27:33Monetary Matters listeners can get 20% of Prometheus Macro Substack here: https://www.prometheus-macro.com/subscribe?coupon=a60c1c9f Aahan Menon, founder of Prometheus Macro and a trusted "quant's quant" for sophisticated hedge funds, joins Jack Farley to explain why his models are signaling a meaningful shift down in risk. While previously strikin…
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What Travis Kalanick Taught Bradley Tusk, & Why He Closed His VC Fund
1:12:18
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1:12:18Bradley Tusk joins Sourcery to discuss what he learned working closely with Travis Kalanick during Uber’s early regulatory battles, and how those experiences shaped his decision to shut down his venture fund and return to an equity-for-services model. Bradley explains why Travis was unusually fast, analytical, and willing to challenge institutions,…
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Super Agent Rich Paul's Push Into Athletic Wear; VC Firms Eye New Leagues
38:52
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38:52Join hosts Michael Barr, Damian Sassower, Vanessa Perdomo and special guest host Bloomberg US sports business reporter Randall Williams for a look at some of the latest headlines and stories in the business of sports. On this episode, hear from: Sudeep Ramnani, Founder & Managing Partner of 885 Capital & Donn Davis, Founder and Chairman of the Prof…
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Breaking Down Michael Burry’s Big Nvidia Short Thesis and Open AI’s Massive Loss Projections | Jack & Max
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34:03This Monetary Matters episode is brought to you by Fiscal AI. Save 30% off any paid tier at for Black Friday: http://fiscal.ai/mm Jack Farley & Max Wiethe breakdown Michael Burry’s big Nvidia short thesis and the recent projections from HSBC that Open AI will lose nearly half a trillion dollars between now and 2030. They also discuss the recent rep…
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How to Find 10x MOIC, 30%+ IRR Deals (Step-by-Step)
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18:40Most people in ETA quote the Stanford Search Fund Study, but almost no one looks at what investors actually earn. In this episode, we break down new Yale data from 1,192 investor-level outcomes and shows why access, not modeling, is the #1 driver of 10x MOIC, 30%+ IRR results. You’ll learn why your portfolio will never be “the index”, how a tiny % …
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How OpenAI Builds for 800 Million Weekly Users: Model Specialization and Fine-Tuning
53:24
53:24
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53:24In this episode, a16z GP Martin Casado sits down with Sherwin Wu, Head of Engineering for the OpenAI Platform, to break down how OpenAI organizes its platform across models, pricing, and infrastructure, and how it is shifting from a single general-purpose model to a portfolio of specialized systems, custom fine-tuning options, and node-based agent …
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This Is Why Credit Card Interest Rates Are So High
44:42
44:42
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44:42Some people pay off their credit cards at the end of each month. They use the cards as a payment method and collect points and rewards, and never have to pay any interest. For other users, interest can be sky high — way higher than what would be expected simply based on a user's credit or default risk. Why is this? And how do credit card companies …
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As Good As It Gets? | Meb Faber on U.S. Stock Valuations, Trend Following, and Endowment Allocations To Private Markets
1:12:27
1:12:27
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1:12:27This episode is brought to you by CAIA.nxt. Learn more about their alternatives education courses for investment advisors and get 10% off with code MMTEN: https://caia.org/content/welcome-monetary-matters-and-other-peoples-money-listeners In this episode of Monetary Matters, Jack welcomes Meb Faber, founder of Cambria Funds, to discuss the extreme …
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Ben Horowitz: Why Open Source AI Will Determine America's Future
46:50
46:50
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46:50Ben Horowitz reveals why the US already lost the AI culture war to China—and it wasn't the technology that failed. While Biden's team played Manhattan Project with closed models, Chinese developers quietly captured the open-source heartbeat of global AI through DeepSeek, now running inside every major US company and university lab. The kicker: Goog…
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Graham Allison on the Risks of a US-China War
49:10
49:10
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49:10The US and China are in a "Thucydides Trap," whereby the risk of war is heightened when an established power is threatened by a rapidly rising power. This is the framework that's been popularized by Graham Allison, the Douglas Dillon Professor of Government at Harvard University. Professor Allison has been writing about China and the US-China relat…
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