Liberty's Highlights

Liberty
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Investing & business, science & technology, and the arts. www.libertyrpf.com

  1. JAN 17

    Interview with David Kim a.k.a. Scuttleblurb (2025) ๐Ÿ“ˆ๐Ÿ“‰๐Ÿ“Š๐Ÿ’ฐ๐Ÿ’ธ

    One of my very favorite annual traditions is conducting this interview with my friend David Kim, aka Scuttleblurb (๐Ÿ•ต๐Ÿ“). His investment research journal/company deep dives/business explorations were a key inspiration for this ๐Ÿšข steamboat. While the format is different, I hope there are similarities in the spirit. And I know that he has influenced and inspired many others โ€” especially the good ones! In our conversation this year โ€” the fifth one! โ€” we explore the State of Scuttleblurb ๐Ÿ“Š, his analyses of key industries and companies from the past year ๐Ÿญ, and our perspective on the market looking back at 2024 and heading into 2025 ๐Ÿ”ฎ. We also discuss the evolution of his research process and the new tools he's adopted ๐Ÿ› ๏ธ. I hope you enjoy listening as much as I enjoyed having the conversation! Photo: David and his brother Rich. If you missed them, here are the previous four annual interviews I did with David: * ๐Ÿ“„ Interview with David Kim a.k.a. Scuttleblurb (2020) * ๐Ÿ“„ Interview with David Kim a.k.a. Scuttleblurb (2022) * ๐ŸŽง Interview with David Kim a.k.a. Scuttleblurb (2023) * ๐Ÿ“„ Interview with David Kim a.k.a. Scuttleblurb (2024) This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe

    38 min

  2. 12/06/2024

    Mark Nelson: New U.S. Energy Policy, Chris Wright as Sec of Energy, Oil & Gas, LNG, Gigawatt-Scale Nuclear, Batteries, and Solar (Part 2) โšก๏ธ๐Ÿ”Œ ๐Ÿ›ข๏ธโ›ฝ๏ธโš›๏ธ๐Ÿ”‹

    Mark Nelson is back for Part 2! (If you missed it, hereโ€™s part 1) Another wide-ranging conversation: We discuss the implications of the new U.S. administration on energy policy, particularly focusing on Chris Wright, the incoming Secretary of Energy. We explore Wrightโ€™s background in the oil and gas industry, his connections to the nuclear sector through his board position at Oklo, and what his appointment might mean for both conventional and advanced nuclear power in America. We also get into the dynamics between different energy sources, including the relationship between nuclear power and electric vehicles, the future of LNG exports, and the complex economics of oil and gas production. Donโ€™t miss the under-discussed love story (๐Ÿ’ž) between nuclear and batteries. โ˜ข๏ธ๐Ÿ”‹ We also touch on recent regulatory challenges facing Big Tech companiesโ€™ nuclear power initiatives and how the energy landscape might evolve in the coming years. We close with why itโ€™s time to build (again). ๐Ÿ—๏ธ โš›๏ธ ๐Ÿšง๐Ÿ‘ทโ€โ™‚๏ธ๐Ÿ› ๏ธ This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe

    1 hr

  3. 11/20/2024

    TENET Deconstructed: โ†”๏ธ Christopher Nolan's Mind-Bending Time Thriller ๐Ÿ”

    ๐Ÿšจ Note: The first part of the podcast is spoiler-free. The spoilers only start after a warning ๐Ÿšจ What happens when six film enthusiasts dissect Christopher Nolan's most ambitious and polarizing puzzle box? ๐Ÿงฉ We dive deep into TENET โ€” exploring and deconstructing the film's twisted timeline, inverted action sequences, and reality-bending concepts. ๐Ÿ•ฐ๏ธ ๐Ÿง ๐ŸŒ€ What worked? What didnโ€™t? Do we love it, hate it, or love/hate it? Our distinguished panel of inverted time-travelers assembled to discuss this crazy film is composed of: * ๐Ÿ—ฃ๏ธ Jim Oโ€™Shaughnessy * ๐Ÿ—ฃ๏ธ Jack Connor * ๐Ÿ—ฃ๏ธ Tinkered Thinking * ๐Ÿ—ฃ๏ธ Ed William * ๐Ÿ—ฃ๏ธ Dylan Oโ€™Sullivan Along the way, we venture into Nolan's other films and rank our faovrites, and somehow end up in Deadwood territory ๐Ÿค  This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe

    1h 53m

  4. 11/04/2024

    Mark Nelson: How AI is Forcing Big Tech to Abandon '100% Renewable' Fantasy for Nuclear Reality (Part 1) โšก๏ธ๐Ÿ”Œ โš›๏ธ ๐Ÿญ ๐Ÿค–

    Mark Nelson is back! (our first conversation is here) We discussed how AI's massive power needs are reshaping energy policy in unexpected ways. For years, Big Tech claimed to run on '100% renewable energy' while quietly relying on nuclear and fossil fuels. But now, as companies race to build massive AI computing centers requiring gigawatts of reliable 24/7 power, that pretense is crumbling. Starting with Microsoft's Three Mile Island deal for the revival of a shutdown nuclear plant, we explore how Silicon Valley's desperate hunt for steady power is forcing an energy policy reset across the industry and how that may impact anti-nuclear NGOs and policymakers everywhere. We dive into Germany's nuclear situation, Taiwan's power challenges, and how the world's richest companies went from being part of the problem to potentially part of the solution. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe

    37 min

  5. 09/27/2024

    The Cost of Glory with Alex Petkas: Timeless Lessons from Ancient Greece and Rome ๐Ÿ›๏ธ๐Ÿบ๐Ÿ“œ ๐Ÿนโš”๏ธ๐Ÿฆ…โš–๏ธ

    Iโ€™m excited to share with you one of my favorite podcasts that Iโ€™ve recorded! ๐ŸŽง๐Ÿฅ‡ I hope you enjoy it and will โžก๏ธ subscribe to โ€˜Cost of Gloryโ€™ โฌ…๏ธ (listen on: Spotify or Apple Podcast) and follow Alexโ€™s explorations of the greatest stories from Roman and Greek antiquity. Itโ€™s like a time machine for the mind, and might inspire you to read some of the great books we recommend near the end of the podcast! In this episode, Alex and I discuss why the Romans and Greeks of Antiquity were ๐•ค๐•  ๐•’๐•จ๐•–๐•ค๐• ๐•ž๐•– and his journey following in Plutarchโ€™s footsteps โ€” telling stories of real heroes and learning from their lives. Except Alex does it with a podcast instead of with a reed pen (I had to look up what they used to write in antiquityโ€ฆ) Thereโ€™s a lot to love about this one. One of my favorite parts is when we do a lightning-round through a bunch of big names from the era, and Alex gives a highlight on each. We discuss people like Alexander the Great, Sulla, Hannibal, Scipio, Julius Caesar, Pompey, Cato the Elder and Cato the Younger, Xenophon, etc. It gave me a lot of context about names I recognized but didnโ€™t know much about โ€” I feel better equipped to dig deeper! I hope itโ€™ll do the same for you. Enjoy! ๐Ÿ’š ๐Ÿฅƒ ๐Ÿ‘‡ Other Great Links For You * Cost of Glory Substack ๐Ÿ“ฉ๐Ÿ“ซ * Cost of Glory Free eBook on Oratory ๐Ÿ“™๐Ÿ—ฃ๏ธ * Alexโ€™s Guide on How to Read All of Plutarch's Lives ๐Ÿ“–๐Ÿ“š * Alexโ€™s Interview w/ Nat Friedman on the Mysteries of the Scrolls ๐Ÿ“œ๐Ÿค– * Follow Alex on Twitter/X ๐Ÿฆ This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe

    1h 39m

  6. 07/12/2024

    Semiconductors Industry: Going Deep with Mostly Borrowed Ideas (MBI) on TSMC, Texas Instruments, Nvidia, Intel, Hyperscalers, etc

    On his eighth appearance on the podcast, MBI (๐Ÿ‡ง๐Ÿ‡ฉ๐Ÿ‡บ๐Ÿ‡ธ) joins me to discuss one of humanityโ€™s most impressive achievements: The semiconductor industry. Of course, we canโ€™t talk about everything, and this isnโ€™t meant to be a structured primer (for that, see below). Itโ€™s just a mostly unstructured conversation among friends, discussing whatever we find interesting in the space. We focus mostly on TSMC and Texas Instruments because thatโ€™s the two companies that MBI has researched more deeply, but we touch on ideas and concepts that apply more broadly. The goal is mostly to make you curious about this magic sand and encourage you to go down that rabbit hole too (we have book recommendations at the end if you donโ€™t know where to start). We also brainstormed an interesting proposal to create a US alternative to TSMC (USSMC?). ๐Ÿ“„๐Ÿ•ต๏ธโ€โ™‚๏ธ MBIโ€™s Semiconductor Deep Dives ๐Ÿฉป๐Ÿ” * Semiconductors: "To see a World in a Grain of Sand" (sub required ๐Ÿ”) * Texas Instruments: Leading the Analog Chips Industry (sub required ๐Ÿ”) * TSMC: The Most Mission-Critical Company on Earth (sub required ๐Ÿ”) This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe

    1h 14m

  7. 01/29/2024

    Sicario by Denis Villeneuve: Going Deep with Ed William and Dylan O'Sullivan ๐ŸŽฅ ๐ŸŽฌ ๐ŸŽž๏ธ ๐Ÿฟ

    Hereโ€™s something a little different. A fun โ€” but dark! โ€” one. Iโ€™m a big fan of Denis Villeneuve, and I was due for a re-watch of โ€˜Sicarioโ€™ (2015, written by Taylor Sheridan). It was the perfect opportunity to nerd out about the film, so I recruited my OSV colleagues Ed William (๐Ÿ‡ฌ๐Ÿ‡ง) and Dylan Oโ€™Sullivan (๐Ÿ‡ฎ๐Ÿ‡ช) for that task. (You should follow them on Twitter, and while youโ€™re at it, sign up for the OSV Substack so you donโ€™t miss the cool stuff weโ€™ve got coming.) The things you love are always better when you can share them with others and this is exactly what we do here. We go over every aspect of the film, from the writing, the acting, the cinematography, the music, the metaphors, and scene-by-scene analysis. But mostly, we have fun and I hope that you do too! If youโ€™ve never seen the film, watch it before listening, as the podcast is one giant ๐ŸšจSPOILER๐Ÿšจ โ€” and if youโ€™ve seen it but havenโ€™t rewatched it, I hope we can convince you to do so and that youโ€™ll notice a bunch of new cool details this time around. ๐ŸŽง Listen on Spotify If you prefer to listen on Spotify, hereโ€™s the feed: * Libertyโ€™s Highlights podcast feed on Spotify ๐ŸŽง Listen on Apple Podcasts Hereโ€™s the podcast feed on Apple Podcasts: * Libertyโ€™s Highlights podcast on Apple ๐Ÿ“บ More Film & TV Podcasts ๐ŸŽฅ * ๐ŸŽง The Last of Us: Going Deep on HBO's Amazing Show with Matt Reustle and Tinkered Thinking ๐Ÿ„ * ๐ŸŽง 'Severance' Season 1: Going Deep with Mostly Borrowed Ideas (MBI) * ๐ŸŽง David Senra on Deadwood (also: founders, entrepreneurs, civilization, Henry Singleton, Walt Disney, David Ogilvy, etc) ๐Ÿ’š ๐Ÿฅƒ Enjoyed this? Want more? ๐Ÿ‘‡ You can become a paid supporter to get 1-2x additional editions/week + access to the private Discord + support the recording of more podcasts. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe

    54 min

  8. 09/14/2023

    Trung Phan: Solving the Twitter Puzzle, What He Learned from Rick Rubin, Christopher Nolan, AI, and more โœ๏ธ๐Ÿคฃ๐ŸŽฅ๐ŸŽฌ๐Ÿ‡ป๐Ÿ‡ณ๐Ÿค–

    Today, Iโ€™m joined by my friend Trung Phan! Heโ€™s multi-talented, funny and smart, a great writer, podcaster, and just overall good dude ๐Ÿ‘ In this conversation, we cover a lot of things from the Trung Expanded Universe, from the network effect at companies like Twitter/X and Facebook to Chernobyl and partying in Vietnam, we talk about creating online and how he got so good at solving the Twitter puzzle, what we learned from Rick Rubin and our mutual love of Phoebe Waller-Bridge and Christopher Nolan, writing a newsletter, doing a podcast, how AI is changing things and why heโ€™s building Bearly.AI, and how ambitions of becoming a screenwriter morphed into something else thanks to the permissionless internet. I had a lot of fun recording this, and I hope it translates when you listen! ๐Ÿ’š ๐Ÿฅƒ Hereโ€™s the podcast with Bill Simmons that Trung recommends about 45 minutes into our conversation: * ๐ŸŽง How I Built This with Guy Raz โ€” The Ringer: Bill Simmons ๐ŸŽ™๏ธ More from Trung ๐Ÿ“ฉ Make sure you subscribe to Trungโ€™s newsletter (๐Ÿ“ฉ). Itโ€™s a mix of long-form features about various companies, products, technologies, entrepreneurs, and funny short-form memes and jokes. The same issue could cover both the science and engineering that went into making iPhone glass more shatter and scratch-resistant using space-age tech AND a meme about wealthy vampires because of compound interest. If you need even more Trung, please make sure to subscribe to โ€˜Not Investment Adviceโ€™, the hilarious and educational podcast that he co-hosts with Jack Butcher and Bilal Zaidi. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe

    1h 23m
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Ratings & Reviews

4.8
out of 5
5 Ratings

About

Investing & business, science & technology, and the arts. www.libertyrpf.com

Information

  • Creator
    Liberty
  • Years Active
    2022 - 2025
  • Episodes
    31
  • Rating
    Explicit
  • Copyright
    ยฉ Liberty RPF
  • Show Website
    Liberty's Highlights