Podcast Notes Playlist: Business

Podcast Notes
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Podcast Notes Playlist: Business

We take notes on the best podcasts so you don't have to. Subscribe to this playlist in your podcast app to automatically get all the episodes we've taken notes for along with the notes themselves! The latest for the tag BUSINESS

  1. Ray Dalio | The All-In Interview

    2 DAYS AGO

    Ray Dalio | The All-In Interview

    All-In with Chamath, Jason, Sacks & Friedberg Key Takeaways  Price is the most important thing: Many investors make the mistake of wanting to buy the good things irrespective of price, but investing in a great company that gets expensive is worse than investing in a bad company that is cheap It’s all about real purchasing power: People always talk about markets “going up” without accounting for the denomination that those markets are measured in  – in this case, the declining US dollar “The dollar has been a strong currency, but not measured in gold or bitcoin.” – Ray During periods of structural fiat currency debasement, it is best to own assets that have the following characteristics: international, mobile, relatively private, secure Long-term risk of AI: Determining how the proverbial pie is divided will be a very political issue to navigate because the disruptive effects of AI will be enormous The AI “tech war” is a war that no country can lose because it is more important than profits: If the US or China loses this war, they will face significantly greater consequences than simply losing out on profitsIt is ideal to invest in productivity, but there will be great disruption along the way – perhaps even amongst the hyperscalers, such as NvidiaThe arithmetic debt spiral: The longer we wait to intervene, the more we will have to cut in the future to get out of the hole – the consequences of inaction compound non-linearly We need more than just DOGE to fix the current fiscal situation; we need less regulation, more productivity, and new streams of revenue While things are fine now, likely, a period of great conflict is ahead: A “hellacious” ten-year period is upon us in which our problems will be greater and our coordination for dealing with those problems will be less Read the full notes @ podcastnotes.org(0:00) Ray Dalio joins Friedberg! (0:50) The current US fiscal situation (6:23) Breaking down "The Big Debt Cycle," a potential US debt spiral, and the impact on real wealth (24:54) USD vs other currencies and assets, best hedges against the dollar (33:20) Portfolio construction, how China increases risk for US AI companies, why this market reminds Ray of 1998-1999 (41:45) How the US can avoid a debt crisis (53:29) DOGE, Trump, and AI's greatest risk (1:05:31) Chances of conflict between the US and China Follow the Besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Ray Dalio: https://x.com/RayDalio Read Part 1 of "How Countries Go Broke": https://x.com/RayDalio/status/1878840018770210979 Pre-order "How Countries Go Broke": https://www.amazon.com/Principles-Investment-Economic-Ray-Dalio/dp/1501124064 Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://tradingeconomics.com/united-states/government-debt-to-gdp https://www.crfb.org/press-releases/treasury-confirms-calendar-year-2024-deficit-tops-20-trillion https://www.cbo.gov/publication/61172 https://www.institutionalinvestor.com/article/2bstne1l09npgdk1s5yww/corner-office/ray-dalio-makes-his-exit-from-bridgewater https://fred.stlouisfed.org/series/M2SL https://www.jpmorgan.com/insights/outlook/economic-outlook/fed-meeting-september-2024 https://www.forbes.com/sites/robertfarrington/2024/11/08/fed-cut-interest-rates-so-why-do-mortgage-rates-keep-climbing https://www.chathamfinancial.com/insights/fomc-recap-december-2024 https://www.cnbc.com/2025/01/14/a-global-bond-sell-off-is-deepening-as-hopes-for-multiple-fed-rate-cuts-fizzle.html

    1h 16m

  2. 2 DAYS AGO

    Isaac Newton

    Isaac Newton was one of the great geniuses in human history. He established the basic laws of physics, discovered the laws of gravity, invented calculus, and refined the scientific method. On this episode we take a look at how he was able to accomplish so much by analyzing his strategies, tactics, and work habits. --- Sponsors: VanMan.Shop - Use code TAKEOVER for 10% off https://www.vesto.com/ - All of your company's financial accounts in one view Speechify.com/Ben - Use code Ben for 15% off Speechify Premium HTTOTW Premium - For all endnotes, takeaways, and bonus episode, subscribe to How to Take Over the World Premium --- Stay in touch: Twitter/X: @BenWilsonTweets Instagram: @HTTOTW Email me: Ben@takeoverpod.com Sources: Isaac Newton by James Gleick --- Writing, research, and production by Ben Wilson. Learn more about your ad choices. Visit megaphone.fm/adchoices

    1h 3m

  3. JAN 26

    I run a $180M+ company...here's how I'm using AI on a daily basis

    Get our Business Monetization Playbook: https://clickhubspot.com/monetization Episode 670: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) talk to Andrew Wilkinson ( https://x.com/awilkinson ) about the AI tools that are replacing new hires.  — Show Notes:  (0:00) AI to kill admin work (7:37) the K-shaped future (16:29) 24/7 agents in your business (25:46) Software is the new commodity (38:40) Andrew's AI hedge investments (50:56) Buy, sell, or hold — Links: Lindy - https://www.lindy.ai/  Howie - https://howie.ai/  Fyxer - https://www.fyxer.com/  Fathom - https://fathom.video/  Otter - https://otter.ai/  Claude - https://claude.ai/  Zero - https://zerotax.ai/  Replit - https://replit.com/  Constellation - https://www.csisoftware.com/  — Check Out Shaan's Stuff: Need to hire? You should use the same service Shaan uses to hire developers, designers, & Virtual Assistants → it’s called Shepherd (tell ‘em Shaan sent you): https://bit.ly/SupportShepherd — Check Out Sam's Stuff: • Hampton - https://www.joinhampton.com/ • Ideation Bootcamp - https://www.ideationbootcamp.co/ • Copy That - https://copythat.com • Hampton Wealth Survey - https://joinhampton.com/wealth • Sam’s List - http://samslist.co/ My First Million is a HubSpot Original Podcast // Brought to you by The HubSpot Podcast Network // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano

    1h 8m

  4. JAN 23

    #376 Jensen Huang: Founder of Nvidia

    What I learned from reading The Nvidia Way: Jensen Huang and the Making of a Tech Giant by Tae Kim.

    1h 41m

  5. JAN 20

    Tyler Cowen - the #1 bottleneck to AI progress is humans

    The Lunar Society Key Takeaways  While the AIs will be smart and conscientious, they will still face human bottlenecks, such as bureaucracies and committees at universitiesWe may not notice AI productivity gains on shorter timeframes: Even if they only boost economic growth by 0.5% per year, that is a massive productivity gain over 30-40 years! “There are going to be bottlenecks all along the way. It’s going to be a tough slug – like the printing press, like electricity. The people who study diffusion of new technologies never think there will be rapid takeoff.” – Tyler CowenOpposition to AI will only increase as the technology starts to change what the world looks like There is increasing variance in the human distribution: Young people at the top are doing much better and are more impressive than they were in earlier times. The very bottom of the distribution is also getting better. But the “thick middle” is getting worse.Since humans are an input “other than the AI”, then humans will rise in marginal value, even if we will have to learn to do different thingsOn Popularity and Progress: There is a danger that as a thing becomes more popular, at the margin it becomes much worseThe Tyler Cowen Investment Philosophy: Buy and hold, diversify, hold on tight, make sure you have some cheap hobbies and can cook Tech diffusion is universally pretty slow: While people in the Bay Area are the smartest, most dynamic, and most ambitious, they tend to overvalue intelligence On progress: War should always be the main concern during a period of rapid technological progress; throughout history, when new technologies emerge, they are turned into instruments of war – and terrible things can happen  Read the full notes @ podcastnotes.orgI interviewed Tyler Cowen at the Progress Conference 2024. As always, I had a blast. This is my fourth interview with him – and yet I’m always hearing new stuff. We talked about why he thinks AI won't drive explosive economic growth, the real bottlenecks on world progress, him now writing for AIs instead of humans, and the difficult relationship between being cultured and fostering growth – among many other things in the full episode. Thanks to the Roots of Progress Institute (with special thanks to Jason Crawford and Heike Larson) for such a wonderful conference, and to FreeThink for the videography. Watch on YouTube. Listen on Apple Podcasts, Spotify, or any other podcast platform. Read the full transcript here. Sponsors I’m grateful to Tyler for volunteering to say a few words about Jane Street. It's the first time that a guest has participated in the sponsorship. I hope you can see why Tyler and I think so highly of Jane Street. To learn more about their open rules, go to janestreet.com/dwarkersh. Timestamps (00:00:00) Economic Growth and AI (00:14:57) Founder Mode and increasing variance (00:29:31) Effective Altruism and Progress Studies (00:33:05) What AI changes for Tyler (00:44:57) The slow diffusion of innovation (00:49:53) Stalin's library (00:52:19) DC vs SF vs EU Get full access to Dwarkesh Podcast at www.dwarkeshpatel.com/subscribe

    1 hr

  6. JAN 13

    #375 The Single Biggest Individual Financier In The World. The Richest Woman In America: Hetty Green

    Hetty Green bailed out New York City. Her decisions on what interest rates to charge moved markets and were reported in major newspapers. She was a one woman bank and the single biggest individual financier in the world. She took no partners and ran her own money. She built a financial empire of stocks, bonds, railroads, and real estate. She battled the great men of her day and kept a gun on her desk. She did all of this alone. Defiantly independent and ferociously intelligent she built a vast, liquid fortune at a time when women couldn't even vote. She used her intelligence to increase her wealth, her independence to live as she wished, and her strength to battle anyone who stood in her way. This episode is what I learned from reading Hetty: The Genius and Madness of America’s First Female Tycoon by Charles Slack and The Richest Woman in America: Hetty Green in the Gilded Age by Janet Wallach.

    54 min

  7. JAN 2

    #882 - The Best Moments Of Modern Wisdom (2024)

    2024 is nearly over, so I decided to put together a compilation of some of my favourite moments from the show over the last year. It was going to be a top 10, but I couldn't choose, so it's 11. Expect to learn Andrew Huberman's best advice on how to become a morning person, why Oliver Burkeman thinks you should stop trying to control your life, the reason Eric Weinstein thinks more young men are becoming Right Wing, Dr Mike Israetel's most important advice for choosing muscle-building exercises, Alex Hormozi's advice on why everything worth doing is hard and much more... Sponsors: See discounts for all the products I use and recommend: https://chriswillx.com/deals Get a 20% discount on the best supplements from Momentous at https://livemomentous.com/modernwisdom Get 5 Free Travel Packs, Free Liquid Vitamin D, and more from AG1 at https://drinkag1.com/modernwisdom Get the Whoop 4.0 for free and get your first month for free at https://join.whoop.com/modernwisdom Extra Stuff: Get my free reading list of 100 books to read before you die: https://chriswillx.com/books Try my productivity energy drink Neutonic: https://neutonic.com/modernwisdom Episodes You Might Enjoy: #577 - David Goggins - This Is How To Master Your Life: https://tinyurl.com/43hv6y59 #712 - Dr Jordan Peterson - How To Destroy Your Negative Beliefs: https://tinyurl.com/2rtz7avf #700 - Dr Andrew Huberman - The Secret Tools To Hack Your Brain: https://tinyurl.com/3ccn5vkp - Get In Touch: Instagram: https://www.instagram.com/chriswillx Twitter: https://www.twitter.com/chriswillx YouTube: https://www.youtube.com/modernwisdompodcast Email: https://chriswillx.com/contact - Learn more about your ad choices. Visit megaphone.fm/adchoices

    2h 9m
  8. Jared Kushner - The Mechanic

    12/31/2024

    Jared Kushner - The Mechanic

    My guest today is Jared Kushner. Jared has lived more lives than just about anyone I know his age. He ran Kushner companies for years, investing in real estate in and around New York City. He owned the New York Observer. He was a senior advisor to President Trump in his first term. He now runs Affinity Partners, which we discuss in detail, a private equity firm built to find and execute unique investments around the world that stem from Jared's unique set of experiences in business and government. This is one of our longest episodes ever because there was so much to discuss. We cover real estate, negotiation, geopolitics, his work in prison reform, Operation Warp Speed, and the Abraham Accords in the Middle East, business, investing, his family, and everything in between. Jared told me I could ask him about anything--and I really enjoyed doing so. Please enjoy my conversation with Jared Kushner. My guests today For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Alphasense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Imagine completing your research five to ten times faster with search that delivers the most relevant results, helping you make high-conviction decisions with confidence. AlphaSense provides access to over 300 million premium documents, including company filings, earnings reports, press releases, and more from public and private companies. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. –- This episode is brought to you by Ridgeline. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. I think this platform will become the standard for investment managers, and if you run an investing firm, I highly recommend you find time to speak with them. Head to ridgelineapps.com to learn more about the platform. –- This episode is brought to you by Ramp. Ramp’s mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Ramp is the fastest growing FinTech company in history and it’s backed by more of my favorite past guests (at least 16 of them!) than probably any other company I’m aware of. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:08:45) Jared's Philosophy on Challenges and Success (00:13:38) Real Estate Ventures: The 666 Fifth Avenue Story (00:20:31) Lessons from New York Real Estate (00:30:04) Diplomacy and the Middle East (00:37:03) Leadership and Change (00:41:14) Geopolitical Landscape and Future Prospects (00:47:53) Affinity Partners: Vision and Strategy (00:52:42) Navigating Market Shifts (00:54:39) Case Study: Mexico Investment (00:58:34) Global Investment Strategies (01:02:42) Investment Philosophy and Principles (01:07:04) Challenges and Problem-Solving (01:23:14) Government Efficiency and Bureaucracy (01:34:57) Stepping into the Spotlight (01:37:19) Manifesting Success with Partners (01:38:05) Learning from Brad Jacobs (01:42:09) Middle East Economic Development (01:46:08) The Qatar-Saudi Reconciliation (01:52:25) Perceptions of Key Middle Eastern Countries (02:07:34) Preparing for Trump's Return (02:14:36) Early Days of Thrive Capital (02:16:56) Helping Entrepreneurs and Building Thrive (02:24:51) Lessons from My Father (02:37:47) Future Vision and AI (02:48:45) The Kindest Thing Anyone Has Ever Done For Jared

    2h 54m
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We take notes on the best podcasts so you don't have to. Subscribe to this playlist in your podcast app to automatically get all the episodes we've taken notes for along with the notes themselves! The latest for the tag BUSINESS

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