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Not Investment Advice

Bilal Zaidi, Jack Butcher, Trung Phan

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Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes. Let us know what you think on Twitter: @bzaidi @trungtphan @jackbutcher @niapodcast Hosted on Acast. See acast.com/privacy for more information.
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The Pathless Path is hosted by Paul Millerd - a writer, creator, and consultant. He has conversations with freelancers, self-employed entrepreneurs, creators, and vagabonds who share their perspectives on their relationship with work, burnout, bootstrapping, indie hacking, remote work, reinvention, creativity, sabbaticals, leisure, self-employment, unconventional living, and digital nomadism. Past guests include Ali Abdaal, Russ Roberts, Kevin Kelly, Khe Hy, David Senra, Derek Sivers, Joe Hu ...
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The NIA boys discuss Things To Watch & Read, Learning History From AI, WFH vs. Office & The State of Universal Basic Income Timestamps (00:00:00) - Intro (00:02:52) - Things To Watch (00:11:36) - Things To Read (00:23:29) - WFH vs. Office (00:31:00) - The State of Universal Basic Income What Is Not Investment Advice? Every week, Jack Butcher, Bilal…
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You love reading. You’re always looking for great things to read? 📖 📚 Me too! *high five* 🙏 Today, I’m talking with my friends Tinkered Thinking and Dylan O’Sullivan about ‘White Mirror’, a book written by the former, edited by the latter, and published by OSV’s Infinite Books (full disclosure: I was involved in the publication of this book, but we…
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Allie and I discuss our shared experiences of leaving traditional career paths to explore more authentic lives. Allie, a former lawyer, talks about navigating parenthood, part-time work, and her numerous interests while stepping off the default path. We chat about how Allie was inspired by 'The Pathless Path,' the ship, quit, and learn framework, a…
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The NIA boys discuss “May I Meet You?”, Michael Burry’s AI Short, Elon’s $1T Package and Buffett’s $4B Google Bet Timestamps (00:00:00) - Intro (00:02:41) - Meme of the Week (00:11:27) - Michael Burry’s AI Short (00:24:39) - Elon’s $1T Package (00:31:46) - State of the Markets (00:40:59) - Buffett’s $4B Google Bet What Is Not Investment Advice? Eve…
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In this episode, I have a deep conversation with Steven Foster, who opens up about his career journey from Silicon Valley to embracing a pathless life. We dive into his essay 'Commit a Career Ending Move,' reflecting on how modernity has turned careers into a form of religion. Steven shares his personal challenges, including severe health issues an…
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The NIA boys discuss 50yr Mortgages, Square Bitcoin Payments, Treasury Co 1x mNAV, Nano Banana & Andreesen vs. Pope Timestamps (00:00:00) - Intro (00:03:12) - 50yr Mortgages (00:25:26) - Square Bitcoin Payments (00:43:24) - Treasury Co 1x mNAV (00:47:27) - Nano Banana (00:53:43) - Andreesen vs. Pope What Is Not Investment Advice? Every week, Jack B…
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The NIA boys discuss Humanoids at Home, Bitcoin's Silent IPO, Naming is Distribution & ZIRP Fake History Timestamps (00:00:00) - Intro (00:01:51) - Meme of the Week (00:02:59) - Humanoids at Home (00:18:06) - Bitcoin's Silent IPO (00:35:31) - Naming is Distribution (00:45:02) - ZIRP Fake History (01:04:42) - UK Economic Decline? What Is Not Investm…
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The NIA boys discuss Amazon Automation & Job Cuts, Gold Drops, Debasement Trade, AI Music & NBA Betting Scandal Timestamps (00:00:00) - Intro (00:02:54) - Meme of the Week (00:03:39) - Amazon Automation & Job Cuts (00:23:06) - Gold Drops & Debasement Trade (00:28:47) - AI Music (00:40:51) - NBA Betting Scandal What Is Not Investment Advice? Every w…
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The NIA boys discuss Coinbase Buys Cobie’s Echo ($375M) + UpOnly NFT ($25M), Walmart vs. Amazon & ChatGPT Browser Timestamps (00:00:00) - Intro (00:03:48) - UpOnly NFT ($25M) (00:16:57) - Coinbase Buys Cobie’s Echo ($375M) (00:30:08) - Walmart vs. Amazon & ChatGPT Browser What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung …
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The NIA boys discuss OpenAI’s $1T In Chip Deals, Crypto Sell Off & The Battle For Rare Earths Timestamps (00:00:00) - Intro (00:05:26) - OpenAI’s $1T In Chip Deals (00:32:04) - Crypto Sell Off (00:44:14) - The Battle For Rare Earths (00:56:36) - Anduril's EagleEye What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan dis…
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The NIA boys discuss Sora, Open AI Commerce, AI Deals (AMD, xAI, Nvidia), AI vs. Dotcom Bubble, Debasement Trade & Polymarket Deal Timestamps (00:00:00) - Intro (00:02:44) - Sora (00:17:51) - Open AI Commerce (00:29:55) - AI Deals (AMD, xAI, Nvidia) (00:39:58) - AI vs. Dotcom Bubble (01:01:02) - Debasement Trade (01:12:40) - Polymarket Deal What Is…
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The NIA boys discuss Meta Vibes (AI Videos), TikTok’s $14B Sale, EA’s $55B Takeover & Gold Flips US Treasuries Timestamps (00:00:00) - Intro (00:04:29) - Meta Vibes (AI Videos) (00:18:44) - TikTok’s $14B Sale (00:30:02) - EA’s $55B Takeover (00:41:38) - Gold Flips US Treasuries What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & …
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The NIA boys discuss Nvidia’s $100B OpenAI Deal, Meta Ray-Ban Display & Oura’s $10B Valuation Timestamps: (00:00:00) - Intro (00:05:33) - Nvidia’s $100B OpenAI Deal (00:33:38) - Meta Ray-Ban Display (00:55:01) - Oura’s $10B Valuation What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on th…
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The NIA Boys Discuss SpaceX’s $17B Deal, Tesla Bull Case, Oracle’s $1T AI Run, Gas Wars Release & PunkStrategy Timestamps: (00:00:00) - Intro (00:02:11) - SpaceX $17B Deal (00:16:38) - Tesla Bull Case (00:24:13) - Oracle’s $1T AI Run (00:47:22) - Gas Wars Release (00:52:49) - PunkStrategy What Is Not Investment Advice? Every week, Jack Butcher, Bil…
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The NIA boys discuss the Google Monopoly Ruling, Sam Altman’s WorldCoin & The New iPhones Timestamps: (00:00:00) - Intro (00:02:47) - Google Monopoly Ruling (00:32:33) - Sam Altman’s WorldCoin (00:43:28) - The New iPhones What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of t…
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Click here to watch a video of this episode. Mentioned in the episode Andrew Taggart’s website Pathways to the Dao (Andrew’s Substack) Leisure: The Basis of Culture by Josef Pieper Secular Monks (article by Andrew Taggart) Why Buddhism is True by Robert Wright Pierre Hadot (Philosophy as a Way of Life) The Pathless Path by Paul Millerd (00:00) - In…
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I took questions from people for episode 200. Enjoy! Click here to watch a video of this episode. (00:00) - Introduction and Podcast Background (03:28) - Future of Education and Teaching (05:49) - Thoughts on Being a Prophet (06:29) - Current Pulling Forces and Changes (08:50) - Special Hardcover Edition Plans (10:25) - Managing Financial Anxiety (…
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The NIA boys discuss US vs. Global Stocks, Gen-Z Trends, Why People Stopped Drinking Alcohol & Does "Social Media” Exist? Timestamps: 00:00:00) - Intro (00:02:37) - US vs. Global Stocks (00:11:58) - Gen-Z Trends (00:19:24) -Why People Stopped Drinking Alcohol (00:31:54) - Does "Social Media” Exist? What Is Not Investment Advice? Every week, Jack Bu…
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The NIA boys discuss Yeezy & Balaji Coin, Zora, Soho House ~$3B PE Deal & Shark Ninja’s $16B Empire Timestamps: 00:00:00) - Intro (00:00:46) - Zora and Balaji Coin (00:16:23) - Yeezy Coin (00:25:32) - Top 10 Assets (Balaji Tweet) (00:34:57) - Soho House ~$3B PE Deal (00:44:22) - Shark Ninja’s $16B Empire What Is Not Investment Advice? Every week, J…
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In this episode, I talk with Dennis Owen about his journey from a long career in the airline industry to building a purposeful and active retirement in Chiang Mai, Thailand. Dennis shares how he intentionally “retired to” a new life filled with volunteering, consulting, and community involvement, rather than just leaving work behind. We discuss the…
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The NIA boys discuss Oasis Concert, Chamath Launching S.P.A.C., Intel Turnaround (?) & How The South Park Guys Became Billionaires Timestamps: (00:00:00) - Intro (00:01:39) - Oasis Concert (00:05:37) - Chamath Launching S.P.A.C. (00:16:23) - Intel Turnaround (?) (00:26:01) - How The South Park Guys Became Billionaires What Is Not Investment Advice?…
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The NIA boys discuss GPT-5, ChatGPT vs. Claude, AI Psychosis, Nvidia 15% Export Tax & Harvard Buys Bitcoin Timestamps: (00:00:00) - Intro (00:02:20) - GPT-5 (00:20:34) - ChatGPT vs. Claude (00:29:20) - Nvidia 15% Export Tax (00:49:56) - Harvard Buys Bitcoin What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss wh…
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The NIA boys discuss Singapore & Vietnam’s Growth, Figma IPO, Airport Lounges & Dishoom’s Genius Marketing Timestamps: (00:00:00) - Intro (00:03:09) - Vietnam’s Growth/Trung’s Vaca (00:24:21) - Singapore’s Growth (00:34:43) - Airport Lounges (00:49:49) - Figma IPO (01:01:19) - Dishoom’s Genius Marketing What Is Not Investment Advice? Every week, Ja…
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In this video, I talk with Rekha about Boundless Life and the idea of location-independent education. We cover her background, what led her to start Boundless Life, and how the program works for families who want a different approach to learning and community. For more: Boundless Life Boundless Education Rekha on LinkedIn Rekha on Instagram (00:00)…
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The NIA boys discuss the Future of Substack, Support From Partner, Value of Names & Rebooting The UK Timestamps: (00:00:00) - Intro (00:02:34) - Future of Substack (00:20:43) - Support From Partner (00:31:05) - Value of Names (00:48:50) - Rebooting The UK What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what…
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In this episode, I interview my friend Pranab Saachi, and we get specific about the ideas and influences that have shaped his thinking. We talk about codependent origination from Buddhist philosophy, the concept of “quake books” that have shifted his worldview, and his own approach to “attentional co-piloting” as a practical alternative to traditio…
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The NIA boys discuss What’s Driving ETH Price, Bitcoin All Time High, Treasury Company Playbook, Stablecoin Bill & Crypto Collateral Loans Timestamps: (00:00:00) - Intro (00:01:59) - What’s Driving ETH Price (00:06:44) - Stablecoin Bill and Possible Impact (00:15:11) - Treasury Company Playbook (00:18:37) - ETH Narrative Changing (00:25:42) - ETH E…
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In this episode, I'm pumped to welcome back Nick Maggiulli to the podcast (https://youtu.be/deMXbaI-Ir4). We dive into various topics about money and financial independence, with a focus on Nick's endorsement of the 'COAST Fire' strategy, something I accidentally embraced after quitting my job. Nick shares his personal stories of financial challeng…
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The NIA boys do an AMA where they discuss Historical Figures they'd like to meet, PHDs vs AI, Simulation Theory, Fav 90s Media, Life Swap, Traits From Parents & Routines Timestamps: (00:00:00) - Intro (00:03:05) - Life Swap (00:04:44) - Meeting Historical Figures (00:13:01) - PHDs vs AI (00:31:45) - Traits From Parents (00:35:09) - Fav 90s Media (0…
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The NIA boys do an AMA where they discuss China vs. US Energy, Population Decline, Tech Layoff Drivers & Future of AI Podcasting Timestamps: (00:00:00) - Intro (00:01:12) - China vs. US Energy (00:16:48) - Population Decline (00:25:11) - Tech Layoff Drivers (00:46:43) - Future of AI Podcasting What Is Not Investment Advice? Every week, Jack Butcher…
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Lawrence is one of my favorite creators. He shares with passion, vulnerability and care. I chatted with Lawrence Yeo about his new book, 'The Inner Compass,' exploring themes of self-reflection, creativity, and the journey of writing and self-publishing. We discuss the importance of engaging with the world to gain a deeper understanding of oneself,…
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The NIA boys do an AMA where they discuss 1% Products, Dream Businesses, Disagreements, BYD vs. Tesla & is UBI a Good Idea? Timestamps: (00:00:00) - Intro (00:01:28) - 1% Products (00:08:37) - Dream Businesses (00:17:59) - Disagreements (00:24:27) - BYD vs. Tesla (00:29:44) - is UBI a Good Idea? What Is Not Investment Advice? Every week, Jack Butch…
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In this episode, I have a conversation with my friend Jack Moses. Three years ago, Jack emailed me after reading my book, declaring he was dropping out of college. Over time, I've been amazed by his life's actions, from embracing hustle culture to diving deep into spirituality. Recently, Jack led a retreat in Thailand, inspiring me with his courage…
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The NIA boys discuss Booking: $170B+ A/B Testing Machine & How a $5000 Vegas Bet Saved FedEx Timestamps: (00:00:00) - Intro (00:02:20) - Booking's $170B+ A/B Testing Machine (00:36:16) - How a $5000 Vegas Bet Saved FedEx What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of th…
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The NIA boys discuss Stablecoin Opportunity, Circle’s $25B+ IPO, WhatsApp Gets Ads & Meta’s $15B Scale AI Deal Timestamps: (00:00:00) - Intro (00:09:28) - Stablecoin Opportunity (00:25:50) - Circle’s $25B+ IPO (00:38:52) - Credit Card Points (00:51:37) - WhatsApp Gets Ads (01:03:14) - Meta’s $15B Scale AI Deal What Is Not Investment Advice? Every w…
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The NIA boys discuss Apple WWDC Liquid Glass Flop, Hollywood vs. AI, Veo 3 & Elon vs. Trump Timestamps: (00:00:00) - Intro (00:04:02) - Apple WWDC Liquid Glass Flop, (00:27:19) - Hollywood vs. Veo3 (00:49:25) - Elon vs. Trump What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges …
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The NIA boys discuss PSG's Win, Dyson’s $20B Run, Mary Meeker’s Trends, Waymo vs. Lyft & $500B+ Middle East AI Deal Timestamps: (00:00:00) - Intro (00:00:56) - PSG Win (00:07:07) - Dyson’s $20B Run (00:28:12) - Mary Meeker’s Trends (00:35:02) - Waymo vs. Lyft (00:43:09) - $500B+ Middle East AI Deal What Is Not Investment Advice? Every week, Jack Bu…
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Personal updates about life, including his recent move back to Asia, reflections on work and career paths, parenting experiences, and insights into education and self-publishing. I share the challenges and joys of parenting, how I think about decisions in regards to kids, and evolving thoughts on publishing and creative projects. Topics 00:00 Intro…
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The NIA boys discuss Google I/O, OpenAI’s $6.4B for Jony Ive & how Apple fumbled AI Timestamps: (00:00:00) - Intro (00:03:59) - Meme of the Week (00:05:47) - Google I/O Wrap (00:32:55) - OpenAI’s $6.4B for Jony Ive (00:47:46) - How Apple Fumbled AI What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they'r…
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