Commodities
March 2026
9 minutes

Carlyle Group’s Jeff Currie Talks Global Supply Chain, Oil

Carlyle Group’s Jeff Currie talks global supply chains, oil market disruptions, and the broader effects of geopolitical conflict.

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Global Macroeconomics
February 2026
45 minutes

Oil as a Weapon: Helima Croft on How Geopolitics Moves Markets

Helima Croft, Head of Global Commodity Strategy at RBC Capital Markets, analyzes geopolitics of energy in a world reshaped by […]

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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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Markets
December 2025
30 minutes

Talk Your Book: The State of the Housing Market

Animal Spirits Podcast

Logan Mohtashami breaks down first-time homebuyers, housing supply constraints, and what it takes to fix today’s affordability crunch.

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Markets
November 2025
110 minutes

The Biotech Rebuild: Finding Alpha After the Drawdown with Chris Clark | #606

The Meb Faber Show

Chris Clark explains biotech’s post-drawdown landscape, differences between venture and public investing, and how regulation and AI shape drug development.

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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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Markets
July 2025
29 minutes

Bob Brackett: The Global Nuclear Renaissance

In the Know

Bernstein analyst Bob Brackett walks us through a brief history of Nuclear power, what he sees into terms of supply […]

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Industry Reports
April 2025
33 minutes minutes

Director Eli Roth Will Kill You On-Screen for $1 Million

The Town

Roth discusses his new, all-encompassing horror media company the Horror Section, which allows horror lovers to “own” a portion of […]

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Media
December 2024
41 minutes minutes

How Mark Rober hides “science vegetables” in viral videos

ReThinking

Rober is a former NASA engineer and now runs YouTube’s most followed science channel. He shares his storytelling techniques and […]

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Industry Reports
December 2024
75 minutes minutes

Max Meyer Launched a Print Magazine in 2024. Here’s Why. (EP.245)

Infinite Loops

Meyer shares the story of the Arena Magazine, which aims to “make it okay to dream in public again” and […]

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Markets
December 2024
153 minutes minutes

#327 – Saum Sutaria, M.D.

The Drive

Sutaria gives a primer on the US healthcare system, covering the choices, costs and challenges that both individuals and providers […]

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Alternative Assets
September 2024
45 minutes

Jigar Shah on the Three Big Things Driving the Nuclear Energy Revival

Odd Lots

The head of the Loan Programs Office at the Department of Energy talks about the policies and economic conditions behind […]

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Industry Reports
September 2024

Rae Maile: A Lifetime in Tobacco

Preferred Shares Podcast

From changing market dynamics like the rise of next-gen nicotine products to the industry’s resilience against regulatory barriers and moral […]

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Markets
August 2024
21 minutes

The hidden world behind your new “banking” app

Planet Money

Planet Money covers the rise of fintechs that might resemble banks but aren’t, and what the fintech industry reveals about […]

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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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Miscellaneous
June 2024
66 minutes

Lessons in Unreasonable Hospitality with Will Guidara

This Week in Startups

Guidara explains how topics from his book Unreasonable Hospitality relate to all businesses, how to turn customers into advocates for your brand, […]

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Alternative Assets
May 2024
45 minutes

Jeff Currie on Why Copper Is His Highest-Conviction Trade Ever

Odd Lots

Carlyle Group’s Jeff Currie (previously the Global Head of Commodities Research at Goldman Sachs) shares why copper is his highest-conviction […]

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Alternative Assets
March 2024
41 minutes

Ep. 207: Dave DeWalt on Cyber Warfare, Attacks on US Election, and AI

Macro Hive Conversations

This is a fantastic episode featuring Dave DeWalt, who is as informed as anyone on cybersecurity after spending 15 years […]

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Alternative Assets
March 2024
52 minutes

Behind the Markets Podcast: Art Berman

Behind the Markets Podcast

At 11:17, Art Berman joins Jeremy Schwartz to discuss everything oil and energy. He talks about energy blindness, the excess […]

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Miscellaneous
March 2024
108 minutes

Sean Feeney – Reinventing the Restaurant Business

Invest Like the Best with Patrick O'Shaughnessy

Grove House Hospitality Group’s Sean Feeney shares his journey from finance to the restaurant business and how to balance art, […]

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Alternative Assets
January 2024
54 minutes

Arjun Murti – ”We’re in the midst of a MESSY energy transition”

The Geopolitics of Commodities

Arjun Murti, Goldman Sachs’ former Head of Energy Equity Research, explains why he doesn’t believe it will go as smooth […]

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Alternative Assets
January 2024
113 minutes

Fixing Higher Education & New Startup Opportunities

The Ben & Marc Show

Ben and Marc delve into actions that existing institutions can take to improve their situations. They also discuss some startup […]

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Portfolio Management
December 2023
65 minutes

Financing Biotech: Portfolio Theory and Netflix-Inspired Models

The Bioverge Podcast

MIT Professor of Finance Andrew Lo discusses his application of portfolio theory to address the challenges of funding drug development. […]

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Markets
December 2023
91 minutes

For Blood and Money

The Compound and Friends

Nathan Vardi joins the show to discuss his book, For Blood and Money, the biotech investment landscape today, and stories of top […]

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Markets
August 2023
55 minutes

Here’s How the New Weight Loss Drugs Could Change Everything

Odd Lots

James van Geelen of Citrinitas Capital’s James van Geelen shares how he’s evaluating the potential of new weight loss medications, how […]

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Global Macroeconomics
August 2023
10 minutes

Doomberg: “Our Fragile Energy Economy”

The Great Simplification

Doomberg uses an energy lens to analyze global trends in the economy, and touches on the relationship between geopolitics, debt, […]

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Alternative Assets
June 2023
30 minutes

Why the ‘great de-stocking’ in oil and commodities could pave the way for future gains

Exchanges

Jeff Currie, Global Head of Commodities Research, discusses the recent decline in oil, the supply/demand dynamics for various commodities, and why […]

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Global Macroeconomics
April 2023
54 minutes

Doomberg: Provocative Not Polarizing

The Phil Bak Podcast

Phil Bak speaks with Doomberg about entrepreneurship, content creation, and the secret to their writing process.

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Markets
April 2023
43 minutes

Jim Chanos: A Short Thesis on Data Centers

Business Breakdowns

Legendary investor Jim Chanos shares his short thesis for US data center REITs, why he’s bearish on commercial real estate, […]

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Industry Reports
April 2023
35 minutes

The Soap Opera Fight Over Paramount and CBS

The Town with Matthew Belloni

In a fascinating episode, James Stewart and Rachel Abrams discuss their new book, Unscripted: The Epic Battle for a Media Empire […]

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Global Macroeconomics
March 2023
39 minutes

American Optimism with Joe Lonsdale

Raising Health

Serial entrepreneur & investor Joe Lonsdale shares what led him to become a co-founder of Palantir & Addepar, what factors […]

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Global Macroeconomics
March 2023
39 minutes

The Rewind: Calling The Market

The Memo by Howard Marks

Howard Marks touches on the difference between price and value, commonalities he’s seen with turns in the market, and how […]

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Global Macroeconomics
March 2023
71 minutes

Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1)

Capital Allocators

Former head of Farallon Capital Management & 2020 Presidential candidate Tom Steyer talks about his new venture, Galvanize Climate Solutions, […]

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Markets
January 2023
108 minutes

Crisis in Higher Ed & Why Universities Still Matter with Marc & Ben

a16z

Ben Horowitz and Marc Andreessen discuss the twelve functions of the modern university and the challenges that universities face today.

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Alternative Assets
January 2023
29 minutes

Bonus: Vaclav Smil, author of How the World Really Works, on the Reality of the Energy Transition

A Sustainable Future

In a rare media appearance, academic and best-selling author Vaclav Smil separates fact and fiction on the global energy markets […]

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Markets
December 2022
21 minutes

A Prescription For Healthcare Investing

MIT economist & professor Andrew Lo shares what led him to want to help the biotech field better finance breakthrough […]

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Alternative Assets
December 2022
59 minutes

A Different Perspective with Barry Norris Founder of Argonaut Capital

In one of the most interesting episodes on the energy markets all year, specialist fund manager Barry Norris shares why he […]

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Markets
December 2022
77 minutes

Craig Moffett – A True Expert

Highly regarded telecommunications analyst Craig Moffett gives a great primer on the industry and touches on cable vs. fiber, wireless vs. broadband, and […]

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Alternative Assets
October 2022
54 minutes

Doomberg on Energy Scarcity, Nuclear Power and Failure of Energy Transition Policies

Macro Hive Conversations

In one of the best episodes of the year on the energy situation, Doomberg discusses the transition from energy abundance […]

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Alternative Assets
October 2022
47 minutes

Jeff Currie, Goldman Sachs – Why ESG May Make This Commodity Supercycle Different From Past Cycles | #445

The Meb Faber Show

Goldman Sachs’ Head of Commodity Research touches on the underinvestment in supply, why ESG makes this cycle different from past cycles, […]

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Markets
August 2022
41 minutes

Solving prescription drug pricing in the US with Cost Plus Drugs & Capital RX CEOs

This Week in Startups

For the first 41 minutes, Alex Oshmyansky, CEO of The Mark Cuban Cost Plus Drug Company, shares the purpose of Cost Plus, […]

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Alternative Assets
August 2022
51 minutes

What So Many People Get Wrong About The Energy Transition

Odd Lots

Bernstein analyst Bob Brackett covers the headwinds in the energy transition, why commodities don’t just disappear, and what he thinks […]

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Alternative Assets
July 2022
103 minutes

Adam Rozencwajg: Understanding the Global Energy Crisis

Macro Voices

From 17:00 – 1:05:00, natural resource investor Adam Rozencwajg shares why he’s concerned about the potential for $200 oil this year, […]

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Markets
July 2022
46 minutes

Ivy Zelman on the Coming US Housing Crisis

Macro Hive Conversations

Housing analyst Ivy Zelman shares why rising interest rates, higher inventory levels and demographic headwinds lead her to predict a […]

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Markets
July 2022
34 minutes

Producer Jason Blum on Money vs. Creativity

The Town

Successful media executive Jason Blum elaborates on his recent NYT piece about why the Netflix model to finance movies isn’t optimal from […]

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Alternative Assets
June 2022
92 minutes

Dr. Anas Alhajji: There Is No Escaping The Coming Energy Crisis

Macro Voices

From 13:15 – 1:08:00, world-renowned energy markets expert Dr. Alhajji discusses the geopolitical implications of the energy crisis and his […]

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Global Macroeconomics
March 2022
49 minutes

Energy Transition & Geopolitics with Daniel Yergin

Daniel Yergin discusses the energy transition, shifting geopolitics around peak demand, and how global energy policy reshapes economic power.

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Markets
February 2022
31 minutes

20VC: Mark Cuban on Reshaping the Pharmaceuticals Industry, How To Hire and Build Truly Great Teams and What Brand Really Means Today and How To Build One Successfully

Mark Cuban discusses disrupting the pharmaceutical supply chain, fixing structural inefficiencies in healthcare, and how mission driven businesses can reshape […]

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Markets
January 2022
51 minutes

Cannabis: Legalizing the Leaf

Jeff Hoffman breaks down US cannabis investing, evolving state and federal regulations, and how public companies fit across the industry […]

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Markets
November 2021
27 minutes

Moonshot in the arm

Planet Money discusses public-private vaccine development, Operation Warp Speed coordination, and the policy lessons from COVID-19’s rapid response.

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Global Macroeconomics
October 2021
44 minutes

Goldman’s Jeff Currie: It’s a Commodities Supercycle, and We Still Haven’t Hit Max Pain

Goldman Sachs’ Jeff Currie discusses the drivers behind surging commodity prices, supply constraints, and why further upside may lie ahead.

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Markets
August 2021
78 minutes

Redfin CEO Glenn Kelman on the current state and future of the US housing market | E1261

Glenn Kelman discusses the red hot US housing market, how remote work is reshaping demand across cities, and what iBuyers […]

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Markets
July 2021
32 minutes

Dr. Rick Klausner on the Biotech Revolution | Season 1 Ep 1

Dr. Rick Klausner discusses the biotech revolution, how COVID and gene editing are accelerating innovation, and why aging and cancer […]

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Alternative Assets
July 2021
61 minutes

TIP363: The Game of Investing w/ Bing Gordon

Bing Gordon discusses building Electronic Arts, the evolution of the gaming industry, and lessons from working with founders as an […]

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Markets
May 2021
87 minutes

John Arnold on Oil and Gas Startups

John Arnold discusses his rise from Enron trader to Centaurus founder, and his transition from energy markets to philanthropy.

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Markets
January 2021
72 minutes

Zack Fuss – Breaking Down the Food Ecosystem

Zach Fuss discusses profit pools across food value chains, legacy brands’ digital reinvention, and why Domino’s stands out within the […]

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Markets
December 2020
39 minutes

The Machine That Made the Vaccine

Moderna CEO Stephane Bancel discusses mRNA vaccine development, the platform behind rapid design, and implications for the future of drug […]

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Markets
November 2020
27 minutes

It’s Time to Build in Healthcare: COVID-19, Innovation, and What Comes Next

Marc Andreessen and Jorge Conde discuss pandemic-driven healthcare innovation, what society must build next, and shifting risk mindsets in biotech […]

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Markets
October 2020
52 minutes

How Tobacco Became One Of The Greatest Investments In History

Lawrence Hamtil and Gene Hoots discuss tobacco stocks’ historic outperformance, the structural advantages behind their returns, and lessons for sector […]

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Markets
October 2020
60 minutes

#35: Leigh Goehring On The Generational Opportunity In Energy Stocks Today

Leigh Goering discusses his commodity research process, the macro case for an energy crisis, and implications for natural resource equities.

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Markets
September 2020
144 minutes

Housing Bubble Week Epilogue: Not All Bubbles Are Created Equal – Vernon Smith

Vernon Smith discusses housing bubbles, debt deflation dynamics, and experimental evidence on how leverage and expectations drive market cycles.

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Markets
September 2020
55 minutes

The Suburban Housing Boom is Only Getting Started (with Logan Mohtashami)

Logan Mohtashami discusses the suburban housing boom, homebuilder and existing sales trends, and how demographics and mortgage rates are shaping […]

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Markets
September 2020
59 minutes

The Question of Education

Marc Andreessen discusses higher education economics, the signaling value of degrees and practical career advice for students reconsidering college.

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Markets
May 2020
110 minutes

#429: Nick Kokonas on Resurrecting Restaurants, Skin in the Game, and Investing

Nick Kokonas discusses resurrecting restaurants, radical transparency and skin in the game, and building Tock to reshape hospitality economics.

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Markets
February 2020
128 minutes

The 2020 Streaming Wars, Cheating Astros, Cheap-Ass Red Sox, and Rudderless Democrats With Ben Thompson and JackO | The Bill Simmons Podcast

Bill Simmons, Ben Thompson and Marc Jackson discuss monetizing digital media, streaming economics and subscription fatigue reshaping sports and entertainment.

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Markets
March 2019
34 minutes

a16z Podcast: Gaming Goes Mainstream

Activision Blizzard’s Bobby Kotick discusses the evolution of video games, the rise of esports, and gaming’s shift into mainstream entertainment.

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Markets
January 2019
61 minutes

Len Kiefer Discusses the Housing and Mortgage Markets

Leonard Kiefer discusses housing market dynamics, mortgage finance trends, and the macroeconomic forces shaping real estate today.

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Markets
December 2018
50 minutes

Todd Harrison – Humanity Has Had a 30,000 Year Relationship with Cannabis | #133

Todd Harrison discusses investing in cannabis markets, regulatory and liquidity arbitrage opportunities, and portfolio construction amid volatility and evolving global […]

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Markets
October 2018
68 minutes

Barbara Kahn Discusses the Retail Revolution

Barbara E. Kahn discusses retail disruption, evolving consumer behavior, and how innovative brands compete in an era of endless shopping […]

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