Pradyumna Prasad public
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I spoke with Derek Wong about the adaptive markets hypothesis, macro investing and investing in cryptocurrency markets We talk about Why investors should consider the financial markets as a complex adaptive system How investing in China is very different from investing in the West How he invests in crypto without fundamental anchors…
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I spoke with Devashish Dhar, the author of the excellent book India's Blind Spot which talks about India's urbanisation crisis and solutions to it. We talk about Why does India have a much lower reported rate of urbanisation than the rest of the world? Explaining the global bias against cities “Extremely high levels of traffic is caused by poor lan…
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I interviewed one of the most interesting thinkers today, Tyler Cowen. We talked about Why there are such few Singaporean famous people What Singapore can do to get more weird Why he's sceptical of an AI-driven singularity What happens to kids in a post-GPT world What happens to public intellectuals in a post-GPT world Why he's optimistic on Kenyan…
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I spoke to Rohit Krishnan the author of the blog Strange Loop Canon about why he is sceptical about the idea that AI will kill us all We talked about Why he’s sceptical of AI regulation proposals Why AI “timelines” are not as meaningful as you think AI deployment is harder than you think! The value of incrementalism in AI policy Why he thinks instr…
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I spoke to Soham Sankaran who runs PopVax, an Indian mRNA vaccine company. Their goal is to build low-cost broadly-protective vaccines to protect against the entire sarbecovirus species. Read Soham's experience here (https://chronicles.popvax.com/p/three-meetings-and-six-million-funerals) as a complement to this episode. Also check out their jobs p…
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I talked to Dwarkesh Patel of the Lunar Society Podcast about many topics. We talked about: Why do AI researchers and rationalists disagree about existential risk? What would happen if Robert Moses ran San Francisco? Is localism overrated? What does Effective Altruism get right and wrong? Which politicians would he like to interview…
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I spoke to Kartik Akileswaran who runs Growth Teams - an initiative which helps build state capacity for economic growth in developing countries. We talked about - Why implementation is a binding constraint for economic policy - How industrial policy helps reduce information constraints for investors - Underrated growth reforms…
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I spoke to Matt Korda who works at the Federation of American Scientists on nuclear weapon policy. We have an exciting discussion about the role of nuclear weapons, their growth and the dangerous arms races that are starting Some highlights of the show: The advent of “exotic” nuclear weapon systems China’s nuclear strategy has changed dramatically!…
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I talked to Anupam Manur, a professor of economics about India's trade policy before 1991. We talked about: The scarcity mindset about foreign exchange reserves The controversial 1966 devaluation How did the pre-1991 import licensing system work? “The financial account was almost non existent” “Hindustan Motors and Toyota were set up at the same ti…
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I spoke to Steven Hamilton professor of Economics at George Washington University about Australian economic policy, and their upcoming elections. We talk about Why was Australian COVID policy so strict? Australia as a nation of prison guards Economic issues of the Australian election “Australia is a mine with a parliament” Dutch disease in Australi…
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What is the labour market like? What are the largest barriers in the labour market? Nathan Young and I spoke to economist Bryan Caplan about his new book Labor Econ Versus The World. We also talk about Censorship and dictatorships Bets he is willing to take Malengo and international migration DALLE-2 and writing graphic novels The literature on edu…
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I spoke to Michael Norris, a commentator on Chinese technology industries and research manager at AgencyChina. We talked about Understanding the motivations of Chinese antitrust enforcement The 'low hanging fruit' of antitrust The false dilemma of hard tech and software Chinese tech companies he is bullish on English language news sources for China…
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I talked to Ben Reinhardt about new models for funding science and innovation. Ben's pieces on DARPA and his proposal for a private DARPA-like research funding organization are foundational pieces in the field and should be read by anyone who wants to understand them. We talked about: The Big Man Theory of History What makes good DARPA program mana…
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I spoke with Matt Clifford, the co-founder and CEO of Entrepreneur First a pre-idea investing firm. We talked about some very exciting topics! They are: Personality types of successful founders Founders with high agency The race between politics and technology The most underrated impactful historical event…
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I talked to Duncan Weldon a former Britain economics correspondent for The Economist and the writer of the substack Value Added. We talked about his book Two Hundred Years of Muddling Through. Topics include How did the road to riches change through centuries? Why does Britain have no tech giants? How did Britain survive with high levels of debt in…
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I talked to Sam Bowman, the Director of competition policy at the Law and Econ Center. He was previously Executive Director of the Adam Smith Institute and has been a constant advocate for saner housing policy. I talked to him about housing policy and adjacent topics: How housing affects everything! How do we incentivize NIMBYs into allowing more b…
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I talked to Michael Green who is Chief Strategist and Portfolio Manager at Simplify ETFs. He previously was Chief Strategist and Portfolio Manager at Logica and even before that he was portfolio manager at Thiel Capital. Mike is extremely smart and very fun to talk to. We had an interesting conversation about How do passive flows change the stock m…
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I talked to Alex Tabarrok, Professor of Economics at George Mason University about the FDA's response on COVID along with a variety of other topics. We talked about What happens if the public wants an inefficient COVID response? What mistakes did zero-COVID countries make? What are bottlenecks to Indian growth? Why he thinks investing in life exten…
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I spoke to Joey Politano, who writes the popular newsletter Apricitas . We did a deep dive into monetary policy where Joey talked about Quantitative Easing, Yield Curve Control and stablecoins. Other topics include Measuring the stance of monetary policy Which country would benefit from using dogecoin as currency? What can economists learn from pol…
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I talked to Tom Spencer a law student at City Law School and Chief Organizer of London New Liberals. Tom's interests lie on the edge of law and economics where he does work on housing policy and anti trust. We had a lively conversation on Solving the UK's housing crisis What lawyers and economists can learn from each other Brexit and its consequenc…
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I talked to Kevin Erdmann, a visiting fellow at the Mercatus Center about his upcoming book Building From the Ground Up which is about myths surrounding the housing bubble and the Great Recession. We talked about The myth of a 'housing bubble' How American policymakers self induced a recession His research process Preorder Keivn's new book here!…
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I talked to Rohit Krishnan, a venture capitalist and writer of the newsletter Strange Loop Canon. In my view he is among the most underrated writers in the public sphere today. I talked to him about a variety of topics. They are: The real meaning of ambition Why people misunderstand optionality Rohit’s favourite Indian cuisine Why you can’t replica…
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Samuel Hammond is the Director of Poverty and Welfare Policy at the Niskanen Center. We had an excellent conversation on How policies actually get passed “libertarian think tanks exist for rich people to feel like they're smart and smart people to feel like they’re rich” Nonprofits and the lack of market incentives His most controversial opinion on…
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I talked to the very popular Noah Smith on a variety of topics. We talked about Is America too insular? Indian cultural exports to the US Is economic growth zero-sum at the country level? Where does he disagree with @jdcmedlock the most? What are the deep causes of partisanship in America? The moral coordination problem of going vegan The political…
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I spoke to Michael Fritzell who writes the substack Asian Century Stocks about high-quality stock ideas around Asia. Michael is a CFA charterholder and has worked as an equity analyst in Asia for over a decade. We talk about Common characteristics of successful CEOs Why Chinese real estate prices are due for a fall How do you read an annual report …
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I talk to Srivatsan Prakash - the host of the Market Champions podcast - about his experience podcasting, investing and some thoughts about the stimulus We talk about - The most surprising thing about being on a podcast - Is there a wrong way to invest - Why ‘Austrian investing’ is the wrong way to invest - The Biden stimulus isn’t going to lead to…
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Alfonso Peccatiello is the Head of Fixed Income Portfolio Management at ING Deutschland. I talked to him about Why is Italy in trouble economically? How should you size positions while trading? Why do so many European institutions buy negative yielding bonds? Alfonso gives some very good career advice at the end of the interview!…
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