In this discussion, John Skrentny, a UC San Diego sociology professor and author of Wasted Education, tackles the complexities of STEM education and workforce dynamics. He critiques the myth that more STEM graduates directly translate to innovation. Topics include the surprising career paths of STEM graduates, the role of universities in continuous training, and the necessary blend of technical and non-technical skills. Skrentny also highlights the impact of AI on job demand and the importance of adapting educational approaches to prepare for future challenges.

Meb Faber, a financial expert, discusses the potential of cannabis investments and unique strategies that counter crowd consensus on Twitter. Corey Hoffstein, a crypto advocate, proposes a complex trading strategy involving Bitcoin and Ethereum. Wes Gray shares insights on enhancing transparency in exchange funds and analyzes the energy sector's growth potential. The conversation is lively and packed with innovative investment ideas, perfect for anyone looking to navigate the ever-evolving financial landscape.

In this engaging discussion, Brian Portnoy, co-founder of Shaping Wealth and author on behavioral finance, shares insights on the evolving field of financial planning. He introduces 'behavioral finance 2.0,' highlighting the need for advisors to embrace clients' humanity. They explore concepts of identity, reflective happiness versus life satisfaction, and the importance of emotional intelligence in client interactions. The episode also presents Lydia, an innovative AI tool designed to enhance empathetic communication in financial advising, fostering deeper connections and meaningful dialogue.

Rodrigo Gordillo, a seasoned Portfolio Manager and co-founder of Return Stacked ETFs, shares insights on maximizing investment returns. He discusses the synergy of trend following and carry strategies, revealing how their combination can create a resilient portfolio across varying market conditions. The conversation touches on the benefits of true diversification through managed futures and the predictive power of carry in forecasting returns. Gordillo also examines real-world applications and the advantages of finding balance in alternative investment strategies.

In this riveting episode, we dive deep into the world of fiscal and monetary systems, post the global financial crisis of 2008. We are joined by Jordan MacLeod, an intellectual powerhouse who has been at the forefront of revolutionizing the global monetary system. We discuss the trends identified in 2009, the impact of 2008 on the urgency to rethink monetary frameworks, and the potential for a global rebalancing in economic and monetary frameworks.Topics Discussed• The journey of Jordan MacLeod's intellectual background and his work on identifying global trends and the future• The impact of the 2008 financial crisis on the urgency to rethink monetary frameworks• The potential for a global rebalancing in economic and monetary frameworks• The concept of a zero interest economy and its implications• The role of AI, robotics, and automation in changing the nature of labor markets• The possibility of moving from a financialized economy to a real economy• The mechanism to migrate from a speculative economy to a real economy• The potential of a new monetary system and the signs to look for that decision makers are moving in this directionThis episode is a must-listen for anyone interested in understanding the complexities of the global monetary system, the potential for a shift towards a real economy, and the implications of AI and automation on labor markets. Join us as we navigate through these intricate topics, providing valuable insights and strategies to understand the uncertain financial landscape.*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.

Dr. Robert Frank, an esteemed economist from Cornell University, discusses the intricate interplay between luck and meritocracy in success. He critiques the notion that individual choices always lead to proportional rewards, highlighting the societal pressure stemming from affluent lifestyles. The concept of 'smart for one, dumb for all' emphasizes the need for collective benefit over individual gain. He explores the impact of tax structures on economic growth and the importance of effective human coordination in addressing societal challenges.

Kris Abdelmessih, Co-founder of Moontower AI and a former professional options trader, discusses the interplay of education and finance. He shares insights on the role of AI in enhancing children's learning experiences while stressing resilience and curiosity. The conversation veers into the complexities of the options market, particularly the 'shape of returns' and how automated tools can empower investors. The duo also debates the balance between academic rigor and exploration in children's education, making this a thought-provoking listen.

In this engaging discussion, guest Justin Castelli, a financial advisor and life coach, highlights the importance of aligning spirit, mind, and body for genuine financial stability. He shares insights on life design and authenticity, emphasizing how these concepts impact both finances and personal fulfillment. Justin explores the role of intuition in decision-making and the significance of daily reflections for growth. His emphasis on trust and emotional connections redefines client relationships in financial advisory, making this a must-listen for those seeking authentic living.

Doomberg, a renowned analyst in AI, geopolitics, and energy, dives into the emerging multipolar world. He discusses China's advancing tech prowess, particularly in semiconductors and AI, and its implications for global dynamics. The importance of Taiwan's semiconductor production and the associated geopolitics are explored. Doomberg also critiques the effectiveness of sanctions against Russia, while addressing the challenges of misinformation in today's society. His insights provide a captivating view on how these factors shape international relations and our future.

Corey Hoffstein, Co-founder and CIO of Newfound Research, and Rodrigo Gordillo, President of ReSolve Asset Management, dive into the intriguing world of portable alpha and return stacking. They explain how this innovative approach can improve portfolio performance by layering strategies to outpace market returns. The duo also discusses the behavioral advantages of sticking with low-correlation diversifiers and how to manage risks effectively. Insightful methods for adapting to high-interest environments are shared, emphasizing the importance of maximizing excess returns.