Exponential Learning

The Team
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Humans can absorb multiples more audio content than written. To that end, this podcast is for absorbing as much intelligence as possible as the catch-all for interesting articles, research reports, or podcast summaries. I hope you enjoy the knowledge as much as we do.

  1. hace 13 h

    GMO DRES — A Value Investor's Reshoring Fund, and the Quarter That Tested It

    GMO's Domestic Resilience ETF (DRES) buys American reindustrialization with a value investor's discipline: 38 quality stocks at a 22.0x median P/E in a 28.9x market, about 90% U.S. revenue. The Q3 2026 commentary explains a -9.75% quarter, the Martin Marietta aggregates moat and the Lhoist deal, and why the team bought more on weakness. We read it against the house regime call. Source: GMO Domestic Resilience Strategy Quarterly Investment Review, 30 September 2026.

  2. hace 13 h

    WFII — Do Not Reach for Duration... Yet

    The team absorbs Wells Fargo Investment Institute's October 15, 2026 Asset Allocation Strategy — trusted source #49: the term-premium case against reaching for duration, four more expected Fed hikes, quality large-cap equities, long commodities, and where the big-bank committee agrees and fights our own desks (Optimal's short-duration book, Bill's 5.40% duration line, the Credit X-Ray). Data as of Oct 5, 2026 — the post-election cross-read is included.

  3. hace 16 h

    CITRINI — Peak Cap Ex Growth and the Late-Cycle Rotation

    Citrini Research's 10th State of the Themes: peak cap ex growth in AI, a frozen AI-financing channel, and a late-cycle expansion that argues for lower beta, pairs, and real-economy rotation — not a crash call.

  4. hace 1 d

    Sequoia's AI Ascent — The Cognitive Revolution

    Guillermo Flor's summary of Sequoia Capital's AI Ascent event — a gathering of 150+ top AI minds, including Demis Hassabis, Andrej Karpathy, Greg Brockman, Boris Cherny, Dmitri Dolgov, and Jim Fan. The core thesis: AI is not another software wave but a new foundation layer — a computation revolution, not a communication revolution — and the biggest, fastest wave in the sequence from semiconductors to mobile. Three inflections frame the moment: ChatGPT (2022), reasoning models, and long-horizon agents. Commercial AGI is defined as a system that can be dispatched to a job, recover from failure, and persist to completion, delivering 10-40x improvements rather than 10-40%. Also covered: Pat Grady's calibration (waves are additive; roughly $10 trillion of services potentially addressable by machines, with US legal services alone around $400 billion); moats rebuilt around customer intimacy and workflow integration, with the diffusion gap between fast lab capability and slow enterprise adoption; Sonya Huang's agents framework (2026 as the agents story, from tab autocomplete through background agents to dark factories; services as the new software); and Constantine Buhler's cognitive revolution — the forecast that machines could perform 99.9% of cognition within a generation, closing on Protagoras: value concentrates in human experience, relationships, and attention. Source: Guillermo Flor (@guilleflorvs) on X, Nov 2, 2026. Full breakdown: "Sequoia AI Ascent 2026: The future of AI" at theaiopportunities.com (AI MARKET FIT).

  5. hace 1 d

    Every AI Crash Call, Traced — What the Callers Are Selling

    A writer on X who goes by Henrikh took the loudest AI crash calls of this cycle and traced each one to its source: what the caller had for sale when they made the call, and what happened the last times they made it. In this summary episode, Alex and Jordan cover the pattern he found across bears and bulls alike, the track-record problem behind the famous names, and the simple filter and posture the article recommends. Source: Henrikh, 'I traced EVERY big AI crash CALL to its source: what they sell, and who was right,' X, October 21, 2026 — https://x.com/henrikhinai/status/2112910366522892521

  6. hace 1 d

    The State of Enterprise AI 2026 — $177 Billion and the Agent Inflection

    A two-host summary of Menlo Ventures' 2026 State of Enterprise AI report: enterprise AI deployment spend reached $177 billion, up 5.4x year over year, with agents now generating 80 percent of model usage and frontier labs capturing 69 percent of deployment dollars. Source: Menlo Ventures, https://menlovc.com/perspective/2026-the-state-of-enterprise-ai/

  7. hace 3 d

    Stan Druckenmiller — The Legend Buys the Rails of 24/7 Markets

    Alex and Jordan catch up on Stan Druckenmiller: on October 29, 2026 his first-ever post on X announced an investment in Trade[XYZ], which builds perpetual futures on Hyperliquid, the same day Intercontinental Exchange (owner of the New York Stock Exchange) agreed to invest and exclusively operate its regulated US markets. The episode covers what perpetual futures are, why Druckenmiller says he will use the product in his own process, the Q2 13F breadcrumb (about 2.94 million shares of Hyperliquid Strategies), the roughly 20 percent jump in the HYPE token, and the CFTC approval still ahead. Watch item: Duquesne's Q3 13F, due by November 16.

  8. hace 3 d

    Kevin Warsh — The Hawkish Hold and the Fed Remake

    Alex and Jordan catch up on Fed Chair Kevin Warsh: the October 28, 2026 FOMC hold at 3.75%-4.00% in a 10-2 vote with Cook and Hammack dissenting for a hike, Warsh's 'we are working on it' message on price stability, his refusal of forward guidance, the Bangkok IMF fireside on the AI investment surge, the new strategy-meeting calendar (seven rate votes in 2027, six in 2028), the five task forces and balance sheet review, and Fed officials calling for at least two more hikes. Next up: the December 8-9 meeting.

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Información

Humans can absorb multiples more audio content than written. To that end, this podcast is for absorbing as much intelligence as possible as the catch-all for interesting articles, research reports, or podcast summaries. I hope you enjoy the knowledge as much as we do.

Ficha técnica

  • Creado por
    The Team
  • Años en activo
    2026
  • Episodios
    133
  • Clasificación
    Apto
  • Derechos de autor
    © 2026 The Team
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