Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55
Introduction
00:00 • 4min
I'm Going to Be an Effective Biotech CEO
04:05 • 2min
Putting the Hat Back on as an Asset Manager
06:15 • 4min
The Inverse Is True - If You're an Oil Company, You Should Drill
10:06 • 2min
The Power of Diversity in the Boardroom - You Know, the Letter I Wrote to Chevron by Chance?
11:37 • 2min
Why Is a Scope Three Emissions Cap in Chevron's Best Interest?
13:48 • 4min
Strive Is Not a Good Home for Your Capital
18:09 • 4min
What's the Sole Interest Rule?
21:56 • 2min
The ESG Movement and Stakeholder Capitalism
23:56 • 3min
The Argument for Stakeholder Capitalism
26:54 • 1min
Getting the Best Ideas on the Table
28:09 • 4min
Exodus Web3 Wallet Review
32:20 • 2min
The Quality of the Arguments Matters in Their Own Right
34:30 • 4min
Are You Doing Finance?
38:41 • 2min
The Best Measure of the Health of a Democracy
40:30 • 4min
Is ESG the Largest Antitrust Violation Hidden in Plain Sight?
44:22 • 4min
The Bifurcation in the Market Is Inevitable
48:06 • 3min
The Threat to Our Democracy Is Plural
50:36 • 4min
The Green New Deal Couldn't Pass Congress, No Problem
54:35 • 2min
Is There a Revolving Door Between Public and Private Sectors?
56:48 • 2min
I'd Like to Be President, but I Don't Want to Go Through the Process of Running for President
58:36 • 2min
The Stakeholder Capitalism Movement and the Longhorn Product Release
01:00:15 • 3min
Are We Fighting Fire With Water?
01:03:37 • 3min
Netflix's Subscription Growth Is Down, Revenues Down, Profitability Down
01:06:14 • 3min
The Social Virtue Signaling of the 2008 Financial Crisis
01:09:12 • 2min
Economic Hardship Is Like a Religion
01:11:17 • 2min
The Path From Victimhood Back to Excellence
01:13:34 • 3min
The Purpose of a Company
01:16:15 • 2min
The ESG Revolution - Why Are There Three Letter Abbreviations?
01:17:45 • 3min
Is There a Discourse Between Regulators and Employees?
01:20:27 • 4min
Are the University Members of the Managerial Class?
01:24:21 • 4min
What's Fueling Global Populism?
01:28:40 • 5min
The Chinese Wall That Prevents You From Entering the Chinese Market
01:33:29 • 4min
Airbnb's Condition for Doing Business in China?
01:37:49 • 4min
Is It Possible to Get an Edge in Investing in the Market?
01:41:41 • 2min
What Are the Unseen Investment Risks?
01:43:29 • 2min
Creating Alpha
01:45:40 • 4min
Chiang Kai Shek and Taiwanese People
01:49:47 • 2min
Is Taiwan Really Leading Edge Semiconductors?
01:52:10 • 3min
What's the Risk of China's Invasion of Taiwan?
01:54:48 • 3min
What Do You Think the US Would Do?
01:58:05 • 2min
Is Xi Jinping Anticipating Military War?
02:00:09 • 3min
The Chinese Civil War Between Mao Zedong and Chiang Kai-Shak
02:03:34 • 2min
What's the End Game, the Reunification?
02:05:50 • 3min
Why India Matters?
02:08:24 • 4min
The Last Resort in a War
02:12:07 • 2min
Is Xi Jinping's Higher Priority?
02:14:15 • 4min
The Long Game Is Just a Different Mentality
02:18:18 • 2min
Bitcoin
02:20:22 • 5min
Bitcoin Is Not a Panacea to Solutions, Is It?
02:24:59 • 5min
Is Bitcoin a Good Idea or a Bad Idea?
02:29:38 • 4min
Bitcoin Is Not a Tribe, Is It a Religion?
02:33:23 • 3min
Bitcoinism - The Essence of the Technology Is the Common Thread
02:35:53 • 2min
Is There a Bitcoin Mission?
02:37:55 • 4min
Is There a Leader in Bitcoin?
02:42:23 • 3min