Hosted by investor and author Paul Podolsky, author of Raising a Thief; Master, Minion and the Things I Didn't Learn in School substack essays. More on paulpodolsky.com paulpodolsky.substack.com
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Conversations about life in a world shaped by money.
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This is a free preview of a paid episode. To hear more, visit paulpodolsky.substack.com China’s splendid isolation nurtured a particular Chinese self-perception. Chinese elites grew accustomed to the notion that China was unique—not just ‘a great civilization’ among others, but civilization itself. On China, Kissinger, 2011…
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This is a free preview of a paid episode. To hear more, visit paulpodolsky.substack.com Oops…looks like I didn’t send out the link to the actual podcast. Sorry about that. Here you go! We know the internet is simultaneously a recent invention, integrated into every niche of our lives, and difficult to understand fully. I like to anchor theoretical …
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Note to readers: I am offering a sale this week. I started these posts as an experiment three years ago. They have now grown into a conversation with thousands of unpaid subscribers and hundreds of paid ones. I am grateful for each subscription. A service that started at $75 now costs $700 a year. If I could offer a sliding scale based on need, I w…
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This is a free preview of a paid episode. To hear more, visit paulpodolsky.substack.com Summary: * Keep an eye on Serbia. * No US easing. More below: Over the weekend, the hard-right made gains in European Parliamentary voting. Last week, Senator Tuberville (R. Alabama) said Putin “doesn’t want Ukraine.” That extreme rightwing leaders are gaining e…
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This is a free preview of a paid episode. To hear more, visit paulpodolsky.substack.com Man has always asked the question: what is it all about? J. Krishnamurti, 1969 Stories are intrinsic to being human, a survival mechanism. Some forms of story—poetry—can be created virtually for free and others—movie making—cost millions of dollars. But just bec…
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This is a free preview of a paid episode. To hear more, visit paulpodolsky.substack.com “In spite of all the farmer’s work and worry, he can’t reach down to where the seed is slowly transmuted into summer. The earth bestows.” Rainer Maria Rilke, 1875-1926 The difference between the Soviet Union and the United States is the former repelled people an…
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This is a free preview of a paid episode. To hear more, visit paulpodolsky.substack.com We hear about sanctions all the time. Biden just put more on China. Do they matter? If so, in what way?J provides a framework to help us all understand. This is J’s second appearance. In our conversation last year, here, you can hear J’s background and how he cr…
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The Spy Writing About Spies - David McCloskey
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Send us a Text Message. David is former CIA and the author of Damascus Station and Moscow X. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podcasts Spotify Support the Show. This is a public episode. If you’d like to discuss this with other subscribers or get …
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Making Sense of Tech - Barton Hooper, Director of Equity Research at Weitz Investments
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Send us a Text Message. Barton is trained as an accountant and equity investor. We all know how much tech is driving the stock market. He sheds light on how to make sense of what is going on. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podcasts Spotify Suppo…
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Update on the US Congress with Congressman Jim Himes
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Send us a Text Message. Jim returns to the show to share his perspective on Ukraine, the border and the November election. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podcasts Spotify Support the Show. This is a public episode. If you’d like to discuss this …
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Send us a Text Message. Jason is an accountant, fluent Chinese speaker and Wall Street veteran. I always learn from my talks with Jason and I think you will too. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podcasts Spotify Support the Show. This is a public …
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Send us a Text Message. Ivan is a renowned college sports journalist and the father of three, one of whom took his own life. It's a terrifying story and one we all need to hear. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podcasts Spotify Support the Show. T…
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Grain - Ancient Trade Pathways with Scott Nelson
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Send us a Text Message. Scott Nelson is the Georgia Athletic Association Professor of History at the University of Georgia and an expert in the history of commodities. In this podcast he shares the history of grain and the impact on Ukraine, global commerce and Russia. Talking Trading - Expert trading tactics so you can excel in the sharemarket. Th…
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My conversation with Lyn Alden, author of Broken Money. Twitter: @LynAldenContact Disclaimer: I write and podcast for entertainment purposes only. This is not investment advice.
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Page Fortna - Why Wars Begin and How They End
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Send us a Text Message. Page is the Director of the Saltzman Institute of War and Peace Studies and Harold Brown Professor of US National and Security Policy at Columbia University. She is an expert in how wars begin and end. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Liste…
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Remy Munasifi - Comedian and YouTube Star
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Send us a Text Message. Remy is a comedian and YouTube star. His father emigrated from Iraq and his mother from Lebanon and some of his humor is Arab-centric. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podcasts Spotify Support the Show. This is a public epi…
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China Under Xi Jinping - MIT Prof. Yasheng Huang
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Send us a Text Message. Yasheng is the author of The Rise and Fall of the East, How Exams, Autocracy, Stability and Technology brought China Success, and Why They Might Lead to Its Decline. He is a professor at MIT's Sloan School of Management. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and inv…
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Yascha Mounk - Author of The Identity Trap
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Send us a Text Message. Yashca is a professor at Johns Hopkins and founder of the digital magazine Persuasion. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podcasts Spotify Support the Show. This is a public episode. If you’d like to discuss this with other s…
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Bill Gifford - Co-Author (with Dr. Peter Attia) of Outlive on How to Live a Long, Healthy Life
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Send us a Text Message. Bill is the author of several books. His most recent is a joint-effort with renowned doctor Peter Attia on how to increase your odds of not getting heart disease, dementia, diabetes or cancer or, in short, how to live well. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and …
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Spencer Glendon - Climate Change Expert, Founder Probable Futures
1:02:31
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Send us a Text Message. Spencer founded Probable Futures to help us all become climate change literate. Before that he was Director of Investment Research at Wellington Management. He holds a PhD from Harvard. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podc…
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Send us a Text Message. Leonid is a drone operator on Ukraine's front lines. This conversation is a bit "salty" so if that's jarring, don't listen. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podcasts Spotify Support the Show. This is a public episode. If yo…
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I recently had the pleasure of speaking with Jonny Miller, writer, podcaster, and breathwork facilitator. Jonny wrote some of my favorite recent pieces, including the amazing operating manual for the nervous system and How to Pay Off Your Emotional Debt. Jonny also puts together terrific small wikis like this one on emotional resilience, the ‘spiri…
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Faye Keegan - Dipsea Co-Founder, Erotica Expert
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Send us a Text Message. Faye is the co-founder of Dipsea, which produces "short and sexy" audio stories designed by and targeted to women. She talks about finding her path, erotica and what makes a good story. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podc…
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Cultivating the Creative Seventh Sense with William Duggan
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I had a chance to interview William Duggan, professor at Columbia Business School and author of Strategic Intuition. He explained how Kendo led him to his big idea, the difference between creative/strategic intuition and expert intuition (with examples including Howard Schultz, Henry Ford, and Elizabeth Holmes), and the roles of memory, passion, an…
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Francisco Toro - Hipster Dictators and the Risk To Democracy
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Send us a Text Message. Francisco was born in Venezuela and later watched that country's Democracy implode. He is now a journalist, a contributing editor to Persuasion and an expert on both Latin America and populism. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Ap…
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Senator Chris Murphy--Administering Amid Rapid Change
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Send us a Text Message. Chris Murphy is a Democratic US Senator representing Connecticut. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podcasts Spotify Support the Show. This is a public episode. If you’d like to discuss this with other subscribers or get acc…
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Escaping the Caterpillar Pillar with Jared Dillian
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Hello everyone, I had the pleasure of chatting with Jared Dillian, author of The Daily Dirtnap and We're Gonna Get Those Bastards, about his new book Those Bastards. Years ago, I read his book Street Freak and I fondly remembered his wit, candor, depth of introspection, and keen eye for the antics of markets. Those Bastards is a collection of Jared…
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Dachi Imedadze -- Georgian Civil Society Activist
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Send us a Text Message. Dachi is a civil rights activist in Georgian (Tbilisi not the US state) and a key member of the organization Shame. I met him on my trip there and recorded our conversation in Shame's Tbilisi office. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen …
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J Mintzmyer - Shipping, Supply Chains and Modern Advisory
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Send us a Text Message. J is an expert in global shipping stocks, which means he understands exactly what went wrong with the supply chain during the pandemic. He is also a person who, in addition to serving in the military, has developed a successful business in financial advice, independent of any financial institution, a fascinating case study. …
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Andrew Weiss - Russia Expert, Author of Accidental Czar
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Send us a Text Message. Andrew is a senior member of Carnegie Endowment for International Peace, a Russia expert and author of Accidental Czar, the Life and Lies of Vladimir Putin. He served at the National Security Council, State Department and Pentagon. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how trad…
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John Dinges -- Chile, the CIA and the Condor Years
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Send us a Text Message. John is a journalist, author and teacher who has carefully documented the US role in abetting Pinochet's rule over Chile in the 1970s. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podcasts Spotify Support the Show. This is a public epi…
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Henry Sanderson--Copper, Lithium and Electric Cars
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Send us a Text Message. Henry is a former Financial Times reporter and author of Volt Rush, which delves into what metals are required to make the electric car industry work. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podcasts Spotify Support the Show. This…
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So Far, So Good: Roy Neuberger's Long Walk Down Wall Street
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"What first led me to Wall Street was a desire to make money so I could buy great art and support artists. What I didn't know when I started is that working on Wall Street can be a fascinating art in itself and one for which I was almost immediately suited." — Roy Neuberger DISCLAIMER. I write and podcast for entertainment purposes only. None of th…
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Drew Cohen of Speedwell Research: Deep Research and Business Counterfactuals
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Disclaimer: None of this is investment advice. I write and podcast for entertainment purposes only and this conversation reflects our personal opinions. It should not be relied on to make investment decisions. Do your own work and seek your own financial, tax, and legal advice before making any investment decisions. Also see Speedwell’s Disclaimer.…
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Mark Hertling––A Soldier's Perspective, Ukraine and Populism
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Send us a Text Message. Lt. Gen. Mark Hertling (retired) has fought and lead troops in multiple wars, trained some of those leading Ukraine's defense, traveled to over 100 countries, and provides commentary to CNN. He is also a husband, father and grandfather. He has given a lot of thought to what it means to be a good leader. Talking Trading - Exp…
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Paul Podolsky and The Paradox of Financial Fiction
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My conversation with Paul Podolsky author of Master, Minion and the Things I Didn’t Learn in School Substack.
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George Manahan--Public Relations, Disease and Be Here Now
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Send us a Text Message. George is an expert in public relations, West Virginia and facing a tough disease, Parkinson's. In this conversation, he shares his perspectives on all three and what "be here now" means in practice. This episode was produced by Dave Manahan. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This …
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Watching Game Tapes of History’s Best Entrepreneurs with David Senra of Founders Podcast
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This conversation was originally published at Compound.
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Josh Wolfe, Lux Capital: Macro, Mentors, Motivation
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You can find a full transcript of this conversation at Compound.
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World Building with the Most Interesting People with Patrick O'Shaughnessy
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You can find a full transcript of this conversation Compound (part I, part II).
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Vitaliy Katsenelson - Abundence, Scarcity and the Value of Each
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Send us a Text Message. Vitaliy is a money manager and the author of three books including Soul in the Game. He was born in the Soviet Union and emigrated to the US. He suggests we look at both what makes a good investment and also how to properly account for the cost of pursuing wealth. This episode was produced by Dave Manahan. Support the Show. …
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Great Investors Build Networks and Never Stop Learning with Alix Pasquet III
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Alix Pasquet III is the Managing Partner and portfolio manager at Prime Macaya Capital. Disclaimer: The information contained in this summary has been prepared solely for informational purposes and is not an offer to sell or purchase or a solicitation of an offer to sell or purchase any interests or shares in any of the funds managed by Prime Macay…
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Peter Eigen, Founder Transparency International
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Send us a Text Message. Peter founded Transparency International in 1993 and it has since grown to have over 100 chapters around the world. Leaders such as former UN Secretary General Kofi Annan have lauded TI's work. Peter, a lawyer and former World Bank official, founded the organization as a way to track and quantify a global force that most peo…
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Ballerina Eleena Melamed - How to Take the Stage and When to Leave It
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Send us a Text Message. Eleena began dancing as a child and rose to become a member of the Corps de Ballet at the American Ballet Theater. She takes us inside that remarkable life. What does it require to pull off those jumps and create that grace and magic? Her story is about grit, art and also knowing when to stop. This episode was produced by Da…
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Adam Mead, Author of The Complete Financial History Berkshire Hathaway
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My conversation with Adam Mead, author of The Complete Financial History of Berkshire Hathaway.
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Dmitry Bykov - Writer, Assassin Survivor, Soothsayer
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Send us a Text Message. Dmitry has written 85 books including novels, poetry and biography, and published too many articles to count. In 2019, Bykov survived an apparent assassination attempt using a nerve agent and the Russian state now lists him as a "foreign agent," which means he says things they don't like to hear. In our conversation he discu…
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Julian Robertson: The Tiger Who Was a Wolf
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You can find the full essay on Julian Robertson at: neckar.substack.com/p/the-tiger-that-was-a-wolf-lessons
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Leopold and Victor Cox - Father and Son, Changing Stations
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Send us a Text Message. Leopold and Victor are father and son. Leopold emigrated from Grenada, drove a bus in New York City for almost 30 years to support three children, one of whom is Victor, who is now finishing medical school. The two talk about their relationship, racism and changing stations. Talking Trading - Expert trading tactics so you ca…
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Reflections on the Investing Process with Michael Mauboussin
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This conversation was recorded in June 2022. You can find a full transcript at manual.withcompound.com.
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Alix Pasquet: Learning for Analysts and Future Portfolio Managers
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Alix Pasquet III is the Managing Partner and portfolio manager at Prime Macaya Capital. Notes on substack. Presentation on youtube. Disclaimer: The information contained in this summary has been prepared solely for informational purposes and is not an offer to sell or purchase or a solicitation of an offer to sell or purchase any interests or share…
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