Alternative Assets
February 2026
51 minutes

How to Make Money From the Booming Demand for Energy

Tyler Rosenlicht talks about the general ideas behind infrastructure investing, how he thinks about the ongoing boom in energy demand, […]

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AI
December 2025
46 minutes

Rajiv Jain: AI Hype Echoes Past Tech Bubble Risks

The Insightful Investor

Rajiv Jain explains why AI hype resembles past bubbles, outlines concentration risk, and highlights selective opportunities in quality emerging market […]

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Markets
December 2025
29 minutes

From Assets to Alpha: David Kostin on US Equities

Exchanges

David Kostin, Goldman Sachs’ Chief US Equity Strategist, discusses the recent equity market volatility, the AI trade, the opportunities for […]

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AI
December 2025
72 minutes

Greg Jensen: Building Bridgewater, mastering AI and the power of radical transparency

In Good Company with Nicolai Tangen

Bridgewater’s Greg Jensen discusses building the firm’s culture, integrating AI into investment research, and navigating macro regimes.

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Markets
December 2025
47 minutes

Why Paul Kedrosky Says AI Is Like Every Bubble All Rolled Into One

Odd Lots

Paul Kedrosky argues AI is a classic bubble, examines capex math and financing structures, and warns about government backstops distorting […]

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AI
November 2025
69 minutes

Aswath Damodaran Says There’s No Place to Hide in Stocks

Prof G Markets

Aswath Damodaran discusses equity valuations, market concentration, and why higher rates leave few safe havens for stock investors.

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Markets
November 2025
45 minutes

Investing & Philanthropy – With Sir Chris Hohn, Founder, TCI Fund Management & CIFF

Money Maze

Sir Chris Hohn discusses investing, his approach to philanthropy, the limits to AI, shareholder activism, and more.

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Global Macroeconomics
November 2025
38 minutes

Vibecession, AI Mania & The New Casino Economy with Kyla Scanlon

The David McWilliams Podcast

Kyla Scanlon explores vibecession, AI’s market mania, and America’s shift from a work economy to a casino economy.

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AI
November 2025
145 minutes

Andrej Karpathy — AGI is still a decade away

Dwarkesh Podcast

Andrej Karpathy discusses AGI timelines, scaling laws, real-world deployment challenges, what’s taken self-driving so long and more. .

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AI
November 2025
56 minutes

The Next Revolution: AI, Advertising, and the Collapse of Old Media

The Real Eisman Playbook

Steve Eisman talks with Craig Moffett and Michael Nathanson about Apple’s AI strategy, the collapse of cable and ad agencies, […]

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AI
October 2025
98 minutes

$46B of hard truths from Ben Horowitz: Why founders fail and why you need to run toward fear (a16z co-founder)

Lenny's Podcast

Ben Horowitz reflects on leadership challenges, company culture, and the hard truths behind building and scaling successful businesses.

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AI
July 2025
87 minutes

Ex-Google CEO: What Artificial Superintelligence Will Actually Look Like w/ Eric Schmidt & Dave Blundin | EP #183

Moonshots with Peter Diamandis

Schmidt gives an eye-opening look into what he envisions for the future of AI and the impact on society.

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AI
July 2025
78 minutes

Leonard Kleinrock: Internet Creation, AI Future

Insightful Investor

Kleinrock helped invent the Internet and supervised the sending of its first message in 1969. He reflects on how the […]

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Markets
May 2025
59 minutes

Michael Cembalest on Why AI Is the Stock Market Bet of the Century

Odd Lots

Cembalest explains why AI is the market “bet of the century” and why the dominance of US big tech can’t […]

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Markets
May 2025
55 minutes minutes

Henry Blodget on AI, Dot-Coms, and What’s Changed In 25 Years

Odd Lots

Business Insider founder Henry Blodget covers the state of the AI boom, what lessons we can draw from the dot-com […]

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Venture Capital & Startups
March 2025
41 minutes

Aaron Levie: The Restless Founder Plotting the Future of Cloud Storage and AI

Pattern Breakers

Mike Maples speaks with Box founder Aaron Levie about the origin story of Box in 2005, lessons learned along the […]

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Global Macroeconomics
December 2024
60 minutes minutes

Will AI Generate a New Growth Wave of Creative Destruction? | Herman Mark Schwartz

Hidden Forces

Schwartz discusses AI’s potential to create a new growth wave of creative destruction and the possible implications for business, society, […]

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Global Macroeconomics
October 2024
34 minutes minutes

U.S. vs. China: AI, Robotics & the New Global Arms Race

The Ben & Marc Show

a16z co-founders discuss the competition between the US & China in AI & robotics, China’s rapid ascent in the automotive […]

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Markets
July 2024
28 minutes

A skeptical look at AI investment

Exchanges

This episode covers the recent Goldman Sachs paper, which says the hype around GenAI is overdone.

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AI
June 2024
50 minutes

How to Remake the Electric Grid for AI | Brian Janous

Hidden Forces

Janous discusses the rapid buildout of AI data centers, the introduction of more intermittent sources of energy like wind and […]

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Entrepreneurship
April 2024
46 minutes

Elon Musk: AI, Space, free speach, leadership and hardcore

In Good Company with Nicolai Tangen

Elon Musk talks with Nicolai Tangen about AI, Twitter, free speech, the future of space, and more.

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Alternative Assets
August 2023
43 minutes

Vinod Khosla on How AI Impacts The Future of Healthcare, Education, Income Equality, Geo-Politics, Music and Climate Change

20VC

Sun Microsystems’ founding CEO & famed VC Vinod Khosla walks through the impact of AI on a number of industries & […]

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Global Macroeconomics
July 2023
58 minutes

Bridgewater’s Greg Jensen on AI, Inflation and What Markets Are Getting Wrong

Odd Lots

Jensen shares his view on inflation expectations, what he missed in the past 6-12 months, and the impact of AI […]

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Markets
June 2023
101 minutes

Where is the Crash?

The Compound and Friends

Chris Davis & Morgan Housel join Josh Brown & Michael Batnick to discuss timeless investing principles, the impact of AI, the […]

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Miscellaneous
April 2023
87 minutes

Kevin Kelly on Advice, AI, and Technology

EconTalk

Kevin Kelly discusses his new book, Excellent Advice for Living: Wisdom I Wish I’d Known Earlier, why he’s optimistic about the […]

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