Daily crypto and markets show, live from NYC. Stocks, crypto, and the financialization of everything.
Technology Brothers Podcast Network — a live tech and markets news show hosted by John Coogan and Jordi Hays, with frequent investor and founder guests.
Jordi Visser (CEO of Visser Labs, Head of AI Macro Research at 22V) on AI, macro, markets, and the capex cycle. His own views and positions — not an interview.
Chamath, Jason, Sacks & Friedberg. Weekly conversations about tech, markets, politics. Trades are attributed to the speaker who made the call.
Patrick O'Shaughnessy interviews the best investors, founders, and operators. Trades are attributed to the guest who holds the conviction.
Semi Doped - 'The Daily Brew of Semiconductors,' a Substack of daily semiconductor news and technical analysis co-written by RF-semiconductor PhD Vikram Sekar and Chipstrat's Austin Lyons; a two-author publication, not a single-writer newsletter.
Dwarkesh Patel interviews researchers, founders, and operators at the frontier of AI, science, and economics. Trades are attributed to the guest who holds the conviction.
The Humble Farmer (@thehumblefarmer) — Taiki Maeda, crypto investor and CEO of HFA Research, sharing his own market theses and live positions, mostly in solo monologue videos.
Blockworks' macro show, hosted by Felix Jauvin. Two formats: a long-form interview where Felix interviews one macro investor, economist, or crypto expert; and the Weekly Roundup, a panel of Felix with regulars Quinn Thompson and Tyler Neville trading views on rates, the dollar, gold, commodities, equities, and crypto. Each call is attributed to the person who actually holds the conviction (host, panelist, or guest).
Convequity - a technology and semiconductor equity-research newsletter (Convequity Ltd, founded 2019) publishing deep single-name investment theses under a collective brand; co-founded by chief research analyst Simon He and Jordan Lambert, CFA, not a solo-written publication.
Navigating Uncertainty - Vikram Mansharamani's macro newsletter connecting geopolitics, economics, demographics, and technology from a global investor and Boombustology author. A single-author written publication.