January 2021

• The Tim Ferriss Show, Ep #473: Naval Ravikant on Happiness, Reducing Anxiety, Crypto Stablecoins, and Crypto Strategy | October 15, 2020 – Missed this one back in October; worth the listen

• MacroVoices #248 Jeff Snider: QE Still Isn’t Money Printing, and USD Still Isn’t Crashing | December 3, 2020 – Get your monthly Jeff Snider in

• Read_468 - Bitcoin is Hope with Robert Breedlove | December 3, 2020 – Bitcoin philosophy with a guy that’s thought a lot about it

• The Pomp Podcast, Ep #447: Ryan Sekis on Crypto Theses for 2021 - December 8, 2020 – Always good to listen to these two guys for a 2021 outlook

• The Breakdown, Ep SEC Commissioner Hester Peirce on a Bitcoin ETF, Custody Rules and What's Next for the SEC | December 10, 2020 – Really great interview of CryptoMom

• What Bitcoin Did: Bitcoin in the Senate with Cynthia Lummis | December 14, 2020 – Outstanding to have this woman representing our best interests in the US Senate

• Bloomberg Masters in Business: Mike Swell on Global Fixed Income Investors | December 11, 2020 – Co-head of Goldman Fixed Income portfolio management says no inflation is coming

• What Bitcoin Did: Bitcoin Strengths & Weaknesses with George Gammon | December 14, 2020 – Quality conversation with a Bitcoin skeptic that still owns Bitcoin

• The Grant Williams Podcast: The End Game Ep. 13 - The Return Of The Lord Of The Dark Matter | December 20, 2020 – Certainly one of the best of the month; highly thought provoking

• The Rebel Capitalist Show: Danielle DiMartino Booth (Janet Yellen, MMT, Real Estate, Everything Bubble, IPO's, Pension Funds) | December 21, 2020 – Danielle is great because she’s such a straight shooter

• The Investor’s Podcast Network, Ep BTC005: Bitcoin & Michael Saylor - A Masterclass in Economic Calculation | December 22, 2020 – Saylor has done about 500 podcasts but I think this may be his best

• Uncommon Core, Ep #16: Josh and Su Zhu on Trading Options | December 23, 2020 – Lots of alpha in here

• MacroVoices #251 Holiday Special Part 1 | December 24, 2020 – Broad ranging convo with Grant Williams and Ronald Stoeferle; lots if Bitcoin talk

• Ep.1 - Robert Friedland: Envisioning commodities graded & traded on how responsibly they're produced | December 29, 2020 – Lots of talk about commodities and blockchain

December 2020

• Uncommon Core, Ep #13: Light and Su Zhu on the Art of Trading | October 23, 2020 – Two excellent market practitioners; tons of alpha here

• Unchained Why Bitcoin Now: Meltem Demirors and Lyn Alden on the Perfect Conditions for Bitcoin | November 3, 2020 – This whole series from Laura Shin is excellent; this episode is no exception

• The Grant Williams Podcast, The End Game Ep. 10 - Chris Cole | November 4, 2020 – Grant continues to run what is likely the most compelling macro podcast out right now and this is a great episode

• Unchained - Why Bitcoin Now: Bitcoin Under a Biden Administration | November 10, 2020 – This one is with Dan Tapiero and Cathie Wood is also great

• The BREAKDOWN: Meet the $10B Asset Manager With a 10,000 BTC Treasury, feat. NYDIG’s Robby Gutmann | November 12, 2020 – A great listen about one of Bitcoin’s most quiet big companies

• MacroVoices #245 Lakshman Achuthan: Brace For Inflation | November 12, 2020 – This guy is calling for 2.5% Core CPE in the next few quarters; if he’s right BTC will fly

• Swan Signal - Bitcoin and the Law - Rafael Yakobi and Jake Chervinsky – Ep 38 | November 18, 2020 – If you’re not paying attention to regulation, you should be

• The FTX Podcast - CMS and CL Breakdown this Bullrun | November 25, 2020 – Two more excellent market practitioners; plenty of alpha here too

November 2020

• Monetary Dominance w/ Lyn Alden - Market Huddle Ep.100 | October 10, 2020 – Excellent discussion with helpful charts included

• The Grant Williams Podcast, The End Game Ep. 9 - Felix Zulauf | October 15, 2020 – Great big picture macro conversation

• Hedgeye TV: Michael Saylor On Bitcoin: The Long-Term Bull Case | October 20, 2020 – One of the better investment pitches for BTC you’ll hear against a knowledgeable skeptic.

• Masters in Business: Ray Dalio on the Decline of Real Interest Rates | October 22, 2020 – It’s usually a good idea to listen to Ray even if he is wrong about Bitcoin

• The Joe Rogan Experience, Ep #1554 - Kanye West | October 24, 2020 – Fascinating, if nothing else

• Hidden Forces: Rise of a New Kleptocracy - How Dirty Money is Conquering the World w/ Tom Burgis | October 26, 2020 – Captivating discussion of the things we kind of always knew where going on but don’t like to think about

October 2020

• Macro Voices #235 Luke Gromen: U.S. Dollar Deep Dive | September 3, 2020 – You must get your monthly dose of Luke Gromen

• The Joe Rogan Experience, Ep #1532 – Mike Tyson | September 4, 2020 – Tyson continues to be one of the most captivating guys around

• What Bitcoin Did: Bitcoin Has Entered Phase 5 with PlanB, Jeff Booth & Preston Pysh | September 4, 2020 – Great conversation; always good to hear Jeff on deflation

• On The Brink with Castle Island: Avichal Garg and Curtis Spencer of Electric Capital | September 7, 2020 – On developer communities, raising institutional capital and more

• The Rebel Capitalist Show: Mike Green (Passive Bubble And Extreme Volatility...Is Your Retirement Safe?) | September 9, 2020 – When Mike Green speaks, you listen

• Invest Like the Best: Michael Seibel – Lessons from Thousands of Startups | September 8, 2020 – Tons of interesting tidbits from a YC veteran

• What Bitcoin Did: Why a Currency Devaluation is Likely with Lyn Alden | September 22, 2020 – Get your monthly Lyn Alden in

• What Bitcoin Did: Bitcoin – The Great Disruption with Luke Gromen | September 18, 2020 – Twice in one month; it’s worth it

• The Pomp Podcast #385: Michael Saylor On Buying Bitcoin With His Balance Sheet | September 16, 2020 – In-depth convo on one of the biggest Bitcoin stories of 2020

• Defiance: Ghislaine: Part 1 - Daddy | September 21, 2020 – Multi-part audio documentary about Ghislaine Maxwell; listen to this

• The Pomp Podcast #392: Dave Portnoy on Barstool, Betting, and Bitcoin | September 25, 2020 – In a lot of ways, his pushbacks against BTC are “everyman’s” pushbacks

• The Breakdown: Sven Henrich (NorthmanTrader) on the Ever-Weakening Economic Cycle | September 25, 2020 – I liked the way Sven combines some of the qualitative factors with talking about the charts

September 2020

• Hidden Forces: The Death of Engagement - America’s New Cold War with China w/ Orville Schell | August 3, 2020 – Subject matter expert on the state of US’s current stance towards China

• Capital Allocators: Matthew Granade – Inside Data Science at Point72 | August 3, 2020 – Really interesting convo with my former boss!

• Unchained: Why The Travel Rule Is One Of The Most Significant Regulations In Crypto | August 4, 2020 – Somewhat boring episode about the most important regulatory framework for crypto

• The Breakdown: Hedgeye CEO Keith McCullough on Stagflation, Bitcoin and the Devalued Dollar | August 5, 2020 – Bold calls from one of Wall Street’s top independent research shops

• The Breakdown: The History, Present, and Future of Central Banks, Feat. George Selgin | August 6, 2020 – Subject matter expert on the history of central banking

• Macro Voices #231 Jim Bianco: Coronavirus, MMT, U.S. Dollar, All Leads to Gold | August 6, 2020 – Listen to Jim at least once a month

• Hidden Forces: Is Gold in a New Bull Market? A Deep-Dive Into Humanity’s 5,000-Year-Old Obsession w/ Rick Rule | August 10, 2020 – Multi-decade gold investor lays out the investment case

• Tales From The Crypt: Ep #185: Lyn Alden | August 11, 2020 – Listen to Lyn at least once a month

• Unchained: Why Bitcoin Now - The History of Digital Currency | August 11, 2020 – Always good to be reminded of the history behind all this

• Uncommon Core, Ep #6: Andre Cronje on Yearn Finance | August 14, 2020 – What’s an August 2020 podcast depot without some DeFi??

• The Grant Williams Podcast, The Narrative Game Ep. 3:  The Grift That Keeps On Giving w/ Ben Hunt | August 15, 2020 – Lots of Trust Revolution talk here from one of the best thinkers around

• The What Bitcoin Did Podcast, Bitcoin Vs Ethereum w/ Samson Mow & Vitalik Buterin | August 16, 2020 – Great back and forth on BTC vs ETH

• Armchair Expert with Dax Shepard, Ep Bill Gates | August 20, 2020 – Pretty awesome to hear a guy of this caliber on a podcast

• The Investor’s Podcast Network #311: Macro Mastermind w/ Lyn Alden, Luke Gromen, & Jeff Booth | August 22, 2020 – It’s like the Led Zeppelin of macro commentators

• The Breakdown: How Much Should We Fear Post-Crisis Debt or Inflation w/ Adam Tooze | August 24, 2020 – Great convo around the inflation/deflation debate

August 2020

• The Grant Williams Podcast, The End Game Ep. 2 - The Lord Of The Dark Matter | June 15, 2020 – Subject matter expert talks about how “the dollar shortage” could be massively overblown

• The Grant Williams Podcast, The End Game Ep. 3 - Mike Green | July 6, 2020 – Rapidly becoming our favorite macro podcast; a must listen

• Invest Like the Best, Ep Charlie Songhurst – Lessons from Investing in 483 Companies | July 7, 2020 – Probably our favorite podcast of the month; take notes

• Capital Allocators, Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management | July 13, 2020 – Awesome convo about rates and global macro from a real estate investor’s perspective

• The Grant Williams Podcast, The End Game Ep. 4 - Jim Grant | July 19, 2020 – When Jim Grant talks you listen

• Infinite Loops, Ep Rory Sutherland: Human Behavior, Innovation, and Alchemy | July 23, 2020 – Thoroughly entertaining convo from a marketing/behavioral economics expert

• The Joe Rogan Experience, Ep #1513 - Andrew Huberman | July 23, 2020 – Fascinating conversation about neuroscience with a leading expert

• The What Bitcoin Did Podcast, Coinbase CEO Brian Armstrong on Bitcoin | July 24, 2020 – In-depth convo where Peter asks the hard questions

• Hidden Forces: The Rise of Decentralized Finance | Framework Ventures’ Michael Anderson & Vance Spencer | July 27, 2020 – Not gonna lie, this didn’t make us particularly bullish on DeFi

• The Breakdown: How Real Is Bitcoin’s Rally? 8 Interpretations of the $11k Surge | July 28, 2020 – Great overview of the factors pumping BTC at the end of July

• The What Bitcoin Did Podcast, Modern Monetary Theory with Stephanie Kelton | July 31, 2020 – Why MMT is good from the leading proponent of it

July 2020

• Dan Carlin's Hardcore History, Ep Show 62 - Supernova in the East I July 14, 2018 – What Carlin does isn’t podcasting, it’s an audio documentary; he recently released this four-part series for free and its outstanding

• Jocko Podcast, Ep 163: The Trident: A Symbol of Strength, Courage, and Humility. Overcoming Adversity w/ Jason Redman | February 5, 2019 – Inspiring conversation with a wounded Navy SEAL

• The Knowledge Project Ep #83 w/ Brian Koppelman: What Really Matters | May 12, 2020 – Writer of Oceans 13 and Rounders talks about life

• Epicenter: Jim Bianco – Deep Insights Into the Global Economic Crisis | June 2, 2020 – You need to be listening to Jim Bianco at least once a month right now

• Cambridge House International: Raoul Pal – Bitcoin To 1 Million | June 2, 2020 – Raoul lays out the macro backdrop for Bitcoin to grow

• The Meb Faber Show, Ep #226 - Vineer Bhansali, LongTail Alpha | June 3, 2020 –Whether tail risk hedging is good or bad for your current portfolio posture

• Invest Like the Best Ep 177 w/ Jeremy Grantham: An Uncertain Crisis | June 9, 2020 – Worth listening every time this legend says something

• Masters in Business: Luke Ellis (CEO MAN Group) on the Hedge Fund Business |June 12, 2020 – Excellent discussion from powerhouse investor

• The Investor’s Podcast Ep 301: Grant Williams & Luke Gromen Talk Global Macro Economics | June 13, 2020 – I listened to this episode twice

• Masters in Business: Jeremy Siegel on the Stock Market Under Covid-19 | June 19, 2020 – One of the most famous Wharton professors of all-time calling for increased inflation

• The Investor’s Podcast Ep 303: Investing During Chaos w/ Lyn Alden | June 27, 2020 – Lyn is quickly becoming my favorite voice in the macro commentary space right now

June 2020

• Bannon's War Room, Ep 149- Pandemic: The CCP's Economic and Financial Warfare Against the US and the Free World | April 29, 2020 – Shedding more light on what China is doing to the rest of the world

• Macro Voices, Ep #217 – Dr. Lacy Hunt: The Road Through Deflation Toward Eventual Hyperinflation | April 30, 2020 – Dr. Hunt lays out how we might finally flip from deflation to inflation

• Bloomberg.com with China Beige Book CEO Leland Miller: China’s Recovery Depends on Rest of World Recovering | May 4, 2020 – Leading expert thinks the US can squeeze China economically if it wants to

• On The Brink with Castle Island, Ep 75 w/ Marcos Veremis : The Institutional Allocators Perspective on Cryptoassets | May 4, 2020 – Former Cambridge Associates Director on the state of institutional investment into crypto

• The Rebel Capitalist Show, Ep Jim Rogers | May 8, 2020 – 77 year old legendary global value with catalyst investor

• The What Bitcoin Did Podcast: Bitcoin is the Answer with Cameron & Tyler Winklevoss | May 22, 2020 – Wide-ranging conversation with the Winklevi

• Jocko Podcast, Ep 231: Welcome Stiff Competition and Keep Your Ego in Check. Top Gun Fighting Tactics With Dave Berke | May 26, 2020 – Inspiring convo with a Top Gun pilot and instructor

• Village Global's Venture Stories: Crypto, ISAs, and VC with Jesse Walden | May 28, 2020 – Interesting convo on the strategy of making seed stage venture bets in crypto

• Bannon's War Room, Ep Ep 199- Pandemic: High Noon in Hong Kong (w/ Mark Simon) | May 28, 2020 – The state of Hong Kong’s relationship with China and what it means

May 2020

• The Knowledge Project with Shane Parrish, Ep #77 Mike Maples: Living in the Future | March 3, 2020 – Tons to chew on here. It’s literally a VC’s game plan

• The Pomp Podcast, Ep #258: Billionaire Chamath Palihapitiya on How To Invest Through This Crisis | April 2, 2020 – Pomp’s most popular podcast to-date

• Invest Like the Best, Ep 167 - Gavin Baker – Investing Through a Bear Market - [Invest Like the Best, EP.167] - Apr 2, 2020 – Thoughtful conversation from a fund manager about investing with COVID as the backdrop

• Macro Voices, Ep #213 - Josh Crumb: Deciphering the Gold market | April 2, 2020 – This is worth listening to twice. Talks about crypto, gold, inflation, oil, etc

• Red Scare, Ep War Room Red Scare w/ Steve Bannon | April 4, 2020 – Steve Bannon being questioned by liberal-leaning podcasters

• Macro Voices, Ep All-Stars #100 - Dr. Pippa Malmgren: Socio-economic implications of the Coronavirus Crisis | April 7, 2020 – High quality discussion on potential knock-on effects from COVID

• Bannon's War Room, Ep 116 - Pandemic: Suspended Information (w/ David Bahnsen) | April 13, 2020 – We listened to a lot of Steve Bannon in April. We think Trump is deciding what to do with China based off of what Bannon wants to do

• The Knowledge Project with Shane Parrish, Ep #81 Jason Calacanis: Intelligent Risk | April 14, 2020 – High-stakes poker player talks angel investing

• The Investor’s Podcast Network, Ep TIP292: Understanding the Chinese Economy w/ Leland Miller | April 16, 2020 – World class expert on Chinese economy

• The Investor’s Podcast Network, Ep TIP294: Inflation - Deflation - Which One Is It? w/ Jeff Booth author of The Price of Tomorrow | April 25, 2020 – Excellent conversation about the current push/pull of inflation vs deflation

• The Breakdown, Ep The History of the Dollar System From Bretton Woods to QE Infinity, Feat. Luke Gromen | April 22, 2020 – You need to be listening to Luke at least once a month right now

• Bannon's War Room, Ep 149- Pandemic: The CCP's Economic and Financial Warfare Against the US and the Free World | April 29, 2020 – Captivating episode with Roger Robinson, who fought Reagan’s economic war with Russia

April 2020

• The Rebel Capitalist Show, Ep Jeff Snider (Repo Mkt/Eurodollar Expert) | March 3, 2020 – Conversation with one of MVP’s of calling all of this

• The Pomp Podcast, Ep #236 Raoul Pal | March 5, 2020 – A must-listen episode

• Off the Chain, Ep #238 – Plan B | March 10, 2020 – Conversation with the creator of the Stock-To-Flow Model

• Tales from the Crypt: A Bitcoin Podcast, Ep #140: Kyle Bass & Parker Lewis | March 12, 2020 – Conversation with one of the most well-known China hawks in existence

• Macro Voices, Ep All-Stars #97 Jeff Snider| March 16, 2020 – Another one from one of the best out there

• Invest Like the Best, Ep 163 - Dan Rasmussen | March 16, 2020 – A data driven conversation about investing in a crisis

• Hidden Forces, Ep David Kilcullen | March 16, 2020 – Riveting conversation from a high-level government agency specialist about the global security environment

• On The Brink with Castle Island, Ep 52 - Douglas Jackson | March 15, 2020 – Historical account of E-Gold from its creator

• Macro Voices, Ep #211 Jim Bianco | March 19, 2020 – I listened to this episode three times

• The Breakdown: Featuring Preston Pysh | March 13, 2020 – What Happens When Currencies Fail?

• Macro Voices, Ep All-Stars #98 Luke Gromen | March 23, 2020 – Another must-listen if you want to understand what’s going on with the dollar right now

• Unconfirmed, Ep 118 – Antoine Le Calvez | March 27, 2020 – Very good discussion of what happened on BitMEX during Black Thursday

• The Pomp Podcast, Ep #251: Brent Johnson | March 25, 2020 – The Dollar Milkshake Theory

• Hidden Forces, Ep  - Josh Crumb | March 30, 2020 – Why a Spike in the Price of Gold Futures Matters for People Buying Toilet Paper in Nebraska

• Hidden Forces, Ep - Gillian Tett | March 31, 2020 – Thought-provoking conversation with an executive of the Financial Times

March 2020

• The Catch and Kill Podcast with Ronan Farrow, Episode 1: The Spy | November 26, 2019 – Riveting in-depth series on Harvey Weinstein

• On The Cutting Edge of Macro and Crypto – Dan Morehead & Dan Tapiero | November 27, 2019 – Great conversation on how crypto intertwines with the big picture

• The Portal, Ep 19: Bret Weinstein - The Prediction and the DISC | January 17, 2020 – Conversation between two brilliant brothers that examines a unique angle of The Trust Revolution

• The Trust Revolution: How the Digitization of Trust Will Revolutionize Business & Government – M. Todd Henderson | January 27, 2020 – The Trust Revolution!

• China Tech Investor: 48: The Coronavirus Ripple Effect, with Marcus Ryder | February 6, 2020 – Sounding the alarm bells earlier than many

• Venture Stories: The State of Crypto in 2020 with Spencer Bogart and Brayton Williams | February 7, 2020 – Overview on where crypto stands broadly in 2020

• Macro Voices: All-Stars #93 Luke Gromen: Busted! JP Morgan charged for gold price manipulation | February 10, 2020 – Gold, Bitcoin and Coronavirus

• The Daily: The End of Privacy as We Know It? | February 10, 2020 – Scary conversation about privacy

• ‎The Investor’s Podcast Network, Ep TIP282: China Wuhan Novel Coronavirus Economic Impact w/ Erik Townsend | February 12, 2020 – In-depth Coronavirus

• Sinica Podcast: U.S. tries to persuade Africa it is a credible alternative to China | February 13, 2020 – Must-listen discussion about China’s strategy in Africa and how it relates to US/China relations

• Hidden Forces: The Decline of Active Management, the Rise of Market Nihilism, & the Fall of the Roman Republic: Mike Green | Feb 13, 2020 – Fascinating discussion on demographics and much more

• Off the Chain: Michael Venuto, Co-Founder of Toroso Investments: Inside the World of ETFs | February 14, 2020 – Expert perspective on ETF’s

• The Joe Rogan Experience: Ep #1427 - Melissa Chen | Feb 14, 2020 – Broad ranging conversation about China, “wokeness” and much more

• MacroVoices #207 Ralph Delguidice: Demand is being manufactured for US Treasury paper | February 20, 2020 – If Ralph is even halfway right BTC is going to $100k

February 2020

• The Knowledge Project with Shane Parrish: #72 – Neil Pasricha | December 24, 2019 – Happiness expert talks about happiness

• MacroVoices #200 Dr. Pippa Malmgren: Knowledge Doubling Curve and its Consequences and Implications | December 31, 2019 – Wide-ranging convo about what the future may hold as technology advances

• The Rebel Capitalist Show Erik Townsend: Central Bank Digital Currencies, MMT, inflation and more | January 7, 2020

• The Knowledge Project with Shane Parrish: #73 – Steven Strogatz | January 7, 2020 – World-class mathematician relates math to the real world

• The Joe Rogan Experience: #1408 – Ed Calderon | January 8, 2020 – In-depth look at the Mexico border situation with a guy on the front lines

• Venture Stories: What Nadia Eghbal Thinks About Basically Everything | January 18, 2020 – Thought-provoking convo about the knock-on effects of the internet and The Information Age

• Hidden Forces: Why Almost No One Understands Quantum Mechanics with Sean Carroll | January 20, 2020 – Fascinating dive down the quantum mechanics rabbit hole

• The Investor’s Podcast #279: Stock Market Melt-up w/ Luke Gromen | January 25, 2020 – If you listen to one podcast this month, listen to this one

• Off the Chain: Sriram Krishnan, Angel Investor: Lessons From Silicon Valley's Top Thought Leaders | January 29, 2020 – Great inside look at social media companies

January 2020

• MacroVoices #198 Jim Bianco: Deep dive into fixed income | December 19, 2019 - Bianco talks repo markets and fixed income

• The What Bitcoin Did Podcast: Quadriga: What Happened to Gerald Cotten with Nathaniel Rich | December 17, 2019 - Rich wrote an article in Vanity Fair about the disappearance of Gerald Cotten

• Macro Voices #197 Juliette Declercq: Inflations is not in the cards | December 12, 2019 - Declerq gives her monetary policy outlook and the potential knock-on effects

• The Joe Rogan Experience: #1397 - S.C. Gwynne | December 10, 2019 - Gwynne wrote a book about Comanche Indians

• ‎Stephan Livera Podcast: SLP130 ErgoBTC - Tracking PlusToken Scammers with White Hat Bitcoin Chain Analysis | December 4, 2019 - ErgoBTC talks about his wallet forensics work on the PlusToken scam

• On The Brink with Castle Island: Dan Matuszewski (CMS Holdings) (EP.22) | December 2, 2019 - Matuszewski gives unique insights on trading crypto markets