Podcast Name
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.
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 […]
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, […]
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.
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.
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, […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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, […]
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 […]
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 […]
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 […]
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, […]
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 […]
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 […]
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. […]
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 […]
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 […]
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, […]
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 […]
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.
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, […]
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 […]
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 […]
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 […]
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, […]
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.
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 […]
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 […]
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 […]
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 […]
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 […]
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, […]
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, […]
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 […]
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, […]
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 […]
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 […]
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 […]
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.
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 […]
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 […]
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.
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.
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 […]
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 […]
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 […]
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.
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 […]
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 […]
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 […]
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 […]
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.
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.
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 […]
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.
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.
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.
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.
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.
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 […]
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 […]