David Kim, an investment researcher and founder of Scuttleblurb, shares insights from his impressive journey in investment research. He reflects on Scuttleblurb's recent growth and the evolving dynamics of subscription services. The conversation also dives into the pitfalls of retail investing, emphasizing the need for analytical skills over mimicry. Kim discusses the shift to AI tools in research methodologies and highlights ongoing subscriber trends while maintaining content authenticity. Lastly, they explore market predictions and acquisition strategies amidst uncertainties.

Mark Nelson, an energy policy expert and nuclear power advocate, returns to discuss the implications of the new U.S. administration on energy. He dives into Chris Wright's potential impact as Secretary of Energy, especially in nuclear and fossil fuel sectors. The conversation highlights the synergy between nuclear power and electric vehicles, the future of LNG exports, and challenges facing nuclear initiatives. Nelson emphasizes the need for renewed investment in gigawatt-scale nuclear projects, underscoring why it’s time to build again to meet future energy demands.

🚨 Note: The first part of the podcast is spoiler-free. The spoilers only start after a warning 🚨What happens when six film enthusiasts dissect Christopher Nolan's most ambitious and polarizing puzzle box? 🧩We dive deep into TENET — exploring and deconstructing the film's twisted timeline, inverted action sequences, and reality-bending concepts. 🕰️ 🧠🌀What worked? What didn’t? Do we love it, hate it, or love/hate it?Our distinguished panel of inverted time-travelers assembled to discuss this crazy film is composed of:* 🗣️ Jim O’Shaughnessy* 🗣️ Jack Connor* 🗣️ Tinkered Thinking* 🗣️ Ed William* 🗣️ Dylan O’SullivanAlong the way, we venture into Nolan's other films and rank our faovrites, and somehow end up in Deadwood territory 🤠 This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe

Mark Nelson is back! (our first conversation is here)We discussed how AI's massive power needs are reshaping energy policy in unexpected ways.For years, Big Tech claimed to run on '100% renewable energy' while quietly relying on nuclear and fossil fuels. But now, as companies race to build massive AI computing centers requiring gigawatts of reliable 24/7 power, that pretense is crumbling. Starting with Microsoft's Three Mile Island deal for the revival of a shutdown nuclear plant, we explore how Silicon Valley's desperate hunt for steady power is forcing an energy policy reset across the industry and how that may impact anti-nuclear NGOs and policymakers everywhere.We dive into Germany's nuclear situation, Taiwan's power challenges, and how the world's richest companies went from being part of the problem to potentially part of the solution. This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe

Alex Petkas, a passionate explorer of Roman and Greek antiquity, shares his insights on the timeless lessons from these ancient civilizations. He delves into the lives of legendary figures like Alexander the Great and Julius Caesar, revealing their relevance to modern leadership. The conversation highlights the importance of storytelling in understanding history and discusses the innovative Vesuvius challenge aimed at uncovering lost texts. Petkas also emphasizes how ancient wisdom can inspire personal and societal growth today.

MBI, a semiconductor industry expert, returns to share insight into one of tech's greatest achievements. He discusses the significance of TSMC and Texas Instruments, revealing their roles in shaping the market. MBI explores complex pricing strategies and the competitive landscape, highlighting the rise of companies like Nvidia. The conversation touches on geopolitical tensions affecting supply chains, the evolution of semiconductors, and the rise of firms designing their own chips. Listeners are encouraged to dive deeper into the 'magic sand' that drives technological innovation.

Join Ed William, a British film enthusiast, and Dylan O'Sullivan, an Irish cinephile, as they dive deep into Denis Villeneuve's gripping film, Sicario. They dissect its powerful storytelling, discussing standout performances, striking cinematography, and the chilling score. The conversation highlights character dynamics and moral complexities, particularly through the lens of tension-filled scenes. Insights on Villeneuve's filmmaking prowess and personal rankings of his films make this a must-listen for cinephiles seeking to appreciate Sicario anew.

Trung Phan, a multi-talented and funny writer and podcaster, discusses topics such as solving the Twitter puzzle, learning from Rick Rubin and Christopher Nolan, and the impact of AI. They also touch on the network effect at companies like Twitter and Facebook, partying in Vietnam, and the evolution of media distribution. Trung's journey of becoming a screenwriter morphed into building Bearly.AI, and they explore the concept of self-confidence and overconfidence in achieving success.

Mark Zuckerberg, Founder of Meta Platforms, joins the podcast to discuss Facebook, Messenger, Whatsapp, Instagram, Reality Labs, AI, regulators, competitors, and high-variance founders. They debunk misconceptions about Meta, explore challenges of content moderation and language diversity, and discuss investments in the metaverse. The role of AI in Meta, engagement levels on Twitter and Threads, and Meta's valuation and challenges are also covered. Closing remarks discuss investor caution and the uncertain future of Meta.

I’m excited to share with you another fun conversation with my good friend MBI (💎🐕). This marks his sixth appearance on the podcast, putting him in the lead ahead of David Senra with four (not that anyone’s counting!).Our starting point is his Deep Dive on Microsoft, which I strongly recommend:* 📄 Microsoft: The Quintessential Technology Company (sub. required)It’s an excellent primer and even if you’ve been following Microsoft for a while, I bet you’ll learn a few things!In the podcast, we dive deep into Microsoft and draw parallels with other Big Tech companies and their founders. Particularly between Bill Gates and Mark Zuckerberg, but we also discuss Google, Meta, Amazon, and Apple.We also talk about the company’s history of spectacular profitable growth, the Gates era, the Ballmer era, and the ongoing Nadella era. We also look at how Microsoft is positioned in the cloud market against Amazon's AWS and Google’s GCP. ☁️☁️☁️ This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit www.libertyrpf.com/subscribe