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  1. Goldman Sachs24 min

    Navigating the volatility in global bond markets

    Jonathan Fine, George Cole, Alison Nathan, Jonny Fine

    Following a global surge in bond yields driven by stronger-than-expected US growth and revised Federal Reserve policy expectations, investors are now pricing in heightened inflation risks and significant fiscal issuance from the incoming administration. Despite this volatility, corporate credit markets remain robust as earnings outpace borrowing costs, while central banks focus on preventing wage-driven second-round inflationary effects. Goldman Sachs' Jonny Fine projects a favorable bond outlook for 2025 based on underlying inflation moderation and the belief that current neutral rate concerns are overstated.

  2. Milken Institute28 min

    Navigating an Evolving Global Landscape | IEFA's Annual Conference in Paris

    Richard Ditizio, Marion Solletty

    Global investor sentiment remains bullish as capital flows into U.S. markets driven by anticipated deregulation and the nation's deep liquidity, despite emerging concerns over sovereign debt sustainability and widening wealth inequality. Key policy debates focus on the incoming administration's "333 plan" to stimulate growth while managing risks posed by unregulated private debt and the borderless nature of the rapidly expanding cryptocurrency sector. Long-term investment trajectories are increasingly defined by demographic shifts between aging developed nations and youthful emerging markets, creating a complex backdrop for future fiscal resilience and geopolitical strategy.

  3. The Economist25 min

    Executive orders of magnitude: Trump’s day one

    Trump, Jason Palmer, Rosie Bloor, John Prudhoe, Edward Carr, Nicole Phan

    During his second-term inauguration held indoors due to extreme cold, Donald Trump delivered an address centered on reclaiming the Panama Canal, reviving Manifest Destiny, and announcing a goal to plant an American flag on Mars while key Silicon Valley leaders like Elon Musk attended. On his first day in office, he signed executive orders establishing a two-gender policy, declaring a national emergency at the southern border to halt illegal entry, and withdrawing from the World Health Organization and Paris Climate Agreement. Although Trump currently holds peak approval ratings and dominates the Republican Party, legislative constraints from narrow majorities in Congress and potential Supreme Court challenges may limit the long-term durability of his aggressive tariff threats and immigration reforms.

  4. Sequoia Capital52 min

    Turning Graph AI into ROI ft Kumo’s Hema Raghavan

    Hema Raghavan, Konstantine Buhler, Sonya Huang, Constantine, Sonia

    Kumo AI co-founder Hema Raghavan presents a GPU-accelerated AutoML platform that automatically constructs graph structures from relational data to enable predictive SQL-like queries without manual engineering. The system delivers rapid four-week proofs of concept for sectors ranging from fintech fraud detection to healthcare demand forecasting by integrating directly with Snowflake and Databricks while maintaining strict data residency. By combining optimized cost architectures with explainability features and LLM synergies, Kumo lowers the barrier to graph learning for diverse enterprises requiring immediate, accurate model insights.

  5. All-In Podcast2h 47m

    All-In Inauguration Day Livestream with the Besties from Washington, DC!

    David Friedberg, Akash Singh, Chamath Palihapitiya, Sam Altman, Luke Nosek, Lex Friedman, Jeff Bezos, Donald Trump, JD Vance, Tim Cook, Barron Trump, Eric Trump, Joe Biden, Michelle Obama, Jimmy Carter, Dana White, Matt Rife, Mark Cuban, Bobby Kennedy

    Hosts provided live coverage of Donald Trump's 47th presidential inauguration from the Grand Hyatt and Capitol Rotunda, observing key figures like Sundar Pichai and Elon Musk while noting President-elect Trump's freestyle speech delivery. The event highlighted a shift toward deregulation, including crypto-friendly policies and a controversial "Department of Government Efficiency" led by David Friedberg and Vivek Ramaswamy, alongside Trump's executive orders on immigration, energy, and social policy. Despite a lack of enthusiasm from the outgoing Biden administration, the inauguration featured a traditional transfer of power with diverse leaders attending, signaling a chaotic yet dynamic Republican approach to governance.

  6. 20VC with Harry Stebbings1h 17m

    Hussein Kanji, Founder @Hoxton Ventures: Why AI Means London Can Compete with the US | E1248

    Hussein Kanji, Harry Stebbings

    Hoxton Advisors has evolved from a seed fund into a multi-stage firm targeting $150–$250 million to aggressively concentrate capital in European companies with global scaling potential. The strategy prioritizes deep ownership stakes in early winners, utilizing a disciplined exit framework and contrarian sector bets like specialized AI to maximize returns while mitigating the risks of market commoditization. Through this approach, the firm aims to build a durable institutional entity that challenges prevailing venture trends and addresses structural gaps in the European investment landscape.

  7. The Economist24 min

    Reunions and rubble: Gaza’s first moments of peace

    Rosie Bloor, Jason Palmer, Anshul Pfeffer, Duncan Robinson, Dolly Setton

    A four-day ceasefire in Gaza initiated a two-stage truce that released three Israeli hostages and 90 Palestinian prisoners, while triggering political instability in Israel as far-right ministers resigned and the incoming US administration secured the agreement. This diplomatic breakthrough is followed by complex challenges regarding the billions required for reconstruction and the establishment of a governance model, which remains uncertain without Hamas or the Palestinian Authority leading the effort. Concurrently, the United Kingdom faces wage compression as the new National Living Wage narrows the pay gap between unskilled and skilled labor, while medical research confirms clinical hypnosis reduces procedural pain and anxiety despite barriers to its widespread adoption.

  8. The Diary Of A CEO2h 13m

    The Money Making Expert: The 7,11,4 Hack That Turns $1 Into $10K Per Month! Daniel Priestley

    Daniel Priestley

    Speaker Daniel Priestley outlines a strategic shift from the obsolete industrial economic model to a Digital Age where success relies on building a scalable Personal Brand and Intellectual Property. The framework advocates for "Entrepreneurial Apprenticeships," long-form content distribution, and AI-powered product validation to transition from trading time for money to creating exponential wealth. By mastering communication, leveraging geographic arbitrage, and aligning passion with market demand, individuals can escape the "invisible" career trap and build sustainable high-performance ventures.

  9. All-In Podcast1h 45m

    Inauguration Interviews: Trump's Talent, Dem Rebrand & more w/ Whip Emmer, Reps Swalwell & Khanna

    Trump, Whip Emmer, Reps Swalwell, Khanna, Tom Emmer, Eric Swalwell, Shamath Palihapitiya, David Friedberg

    Republican Representative Tom Emmer and Democrats Eric Swalwell and Rohit Khanna critique the Democratic Party's 2024 nomination process and ideological drift while debating Republican fiscal priorities, immigration strategies, and regulatory approaches to technology. Emmer advocates for rapid deficit reduction and a two-tiered immigration plan, whereas Swalwell and Khanna emphasize preserving social safety nets, implementing points-based labor immigration, and opposing mass deportations. The panel further contrasts views on national security measures like a TikTok ban and potential cabinet confirmations, ultimately highlighting the need for pragmatic governance over ideological purity to address critical issues from wildfires to economic revitalization.

  10. All-In Podcast48 min

    Ted Cruz: Trump's First Week, Texas vs. California, Immigration, DOGE, Greenland

    Ted Cruz, Trump, Senator Ted Cruz, Chamath, Jason, Friedberg

    Senator Ted Cruz joined the All In Podcast live from President Donald Trump's inauguration to detail the incoming administration's aggressive strategy of approximately 100 executive orders focused on border security, energy deregulation, and tax extensions. Cruz contrasted Texas's population growth and economic model driven by low regulation with California's fiscal struggles, while advocating for specific reforms such as the Department of Government Efficiency, term limits, and expedited FDA approvals. The discussion also highlighted the administration's national security objectives, including renegotiating the Panama Canal and potentially acquiring Greenland, alongside a critique of welfare incentives and socialized healthcare systems.

  11. Lex Fridman3h 54m

    Jennifer Burns: Milton Friedman, Ayn Rand, Economics, Capitalism, Freedom | Lex Fridman Podcast #457

    Jennifer Burns, Milton Friedman, Ayn Rand, Lex Fridman

    This analysis contrasts Milton Friedman's data-driven, pragmatic approach to monetarism with Ayn Rand's axiomatic, mythic defense of Objectivism to explain their divergent impacts on the conservative movement. By examining Friedman's influence on central bank policy and Rand's creation of a cultural "cult," the discussion elucidates how their competing methods shaped modern economic thought and the recent backlash against neoliberal globalization. The overview further extends these themes to contemporary geopolitical strategy, illustrating how the evolution of these ideas informs current debates on peace negotiations and market regulation.

  12. 80,000 Hours2h 38m

    'Future bias' and a possible solution to moral fanaticism | Christian Tarsney (2021)

    Christian Tarsney, Rob Wiblin

    Christian Tarsney, a philosopher at Oxford's Global Priorities Institute, addresses core epistemic and decision-theoretic challenges in long-termism by introducing a framework where stochastic dominance with background uncertainty justifies prioritizing existential risk reduction while rejecting irrational "fanatical" choices. His research demonstrates that despite the exponential decay of influence over centuries, long-termist interventions remain robust under plausible assumptions, and he resolves the tension between moral externalism and internalism through moderate externalist decision rules that incorporate agent-specific beliefs. The event concludes with practical career insights for the expanding field of global priorities research, emphasizing the hiring of philosophy and economics PhDs to tackle existential threats and institutional improvement.

  13. All-In Podcast10 min

    From Skeptic to Supporter: How This Billionaire Got ‘Red-Pilled’ by Trump

    Trump, Mark Pincus

    Mark Pincus underwent a significant political transformation in 2024 after verifying *The New York Times* mischaracterizations and the departure of his long-time chief of staff, prompting him to abandon media gatekeeping for direct primary source analysis. This shift led to his unfiltered Twitter endorsement of Donald Trump prior to the election, a move that received front-page coverage in *The New York Post* while sparking a candid four-hour dialogue with Reid Hoffman to clarify their differing principles. Pincus subsequently restructured his administrative team to remove internal filters and embraced an uncurated public persona, reflecting a broader Silicon Valley trend toward authenticity that he has maintained since high school despite occasional professional controversy.

  14. 80,000 Hours1h 53m

    Misinformation during disease outbreaks | Tara Kirk Sell (2020)

    Tara Kirk Sell, Rob Wiblin

    Tara Kirkell of the Johns Hopkins Center for Health Security critiques the U.S. federal government's inconsistent pandemic response and eroded public trust while advocating for evidence-based strategies like mass contact tracing and risk-matrix reopenings. Drawing on data from the Center's Disease Prediction Project and new funding from the Open Philanthropy Project, she highlights the critical need for improved surveillance, early testing capacity, and technological innovations to prevent future biological catastrophes. The analysis contrasts U.S. failures with successful international models and emphasizes that long-term biosecurity requires shifting from reactive panic cycles to sustained investment in generic countermeasures and disease forecasting infrastructure.

  15. All-In Podcast1h 43m

    Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs

    Mark Pincus, Jason, Friedberg, Chamath Palihapitiya

    Venture capitalist Mark Pinkus discusses his political realignment from the Democratic establishment to endorsing Donald Trump following a catalyst of media skepticism and the removal of internal gatekeepers, a shift that paradoxically strengthened his relationship with friend and co-investor Reid Hoffman. The conversation expands to California's record-breaking wildfire crisis, where experts debate the efficacy of Governor Newsom's price gouging bans and real estate moratoriums against historical precedents for rapid infrastructure recovery. Additionally, the speakers analyze the impending TikTok ban driven by national security concerns, the disruptive impact of generative AI on traditional MBA career paths, and Pinkus's ongoing investigation into the Fermi Paradox and potential UAP phenomena.