Introducing: Foundering - The John McAfee Story

Neil Dutta, the top economist over at Renaissance Macro, has generally been sunny and optimistic about the economy over the last four years or so. But now he's warning of a possible mistake by the Federal Reserve. In his view, the central bank is waiting too long to get confirmation that inflation is coming back to target. Meanwhile, unemployment is starting to creep up in a meaningful way. As he sees it, if you're still worried about upside risk to inflation at this point, you need to have a theory about where that inflation is going to come from — and it's really hard to come up with an answer for that right now, given the general downward momentum in hiring and the overall economy. In this episode of Lots More, we catch up with Neil to talk about the risk that the Fed will blow the soft landing.

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 From cars to toys to clothes, we're just used to seeing the label "Made In China" on all sorts of things. But how did China become a go-to destination for manufactured goods in the first place? Who actually recognized that there was a huge opportunity to tap the abundant, low-cost labor to sell goods to Western consumers? On this episode of the podcast we speak with Elizabeth Ingleson, a professor at the London School of Economics and the author of the book Made in China: When US-China Interests Converged to Transform Global Trade. Ingleson traces the roots of the US-China trade relationship to a handful of US entrepreneurs in the early 1970s who first went into the country and recognized its opportunity as an export powerhouse. We discuss who these individuals were, the obstacles they had to overcome, and how they reshaped the entire global economy.

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The stock market has had a torrid run in 2024 despite the fact that interest rate cuts haven't materialized in the way people had expected at the start of the year. In fact, outside of a few blips here and there (like spring 2020), US stocks have been phenomenal performers for years. Tom Lee, the founder of Fundstrat and FS Insight has been bullish for a long time, having caught the correct side of this lengthy trend. On this episode, we speak to the former JPMorgan strategist about how he thinks about the market, what he sees happening right now in macro and demographic trends, and why he thinks it’s plausible that the market could roughly triple in the next six years.

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Everyone knows that the AI boom is built upon the voracious consumption of chips (largely sold by Nvidia) and electricity. And while the legacy cloud operators, like Amazon or Microsoft, are in this space, the nature of the computing shift is opening up new space for new players in the market. One of the hottest companies is CoreWeave, a company backed in part by Nvidia, which has grown its datacenter business massively. So how does their business actually work? How do they get energy? Where do they locate operations? How are they financed? What's the difference between a cloud AI and a legacy cloud? On this episode, we speak with CoreWeave's Chief Strategy Officer Brian Venturo about what it takes to build out operations at this scale.

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Virtually everyone, across the ideological spectrum, has the view right now that it's too hard to build things (or get things done generally) in America. New infrastructure is thwarted by red tape and permitting. New housing is thwarted by YIMBYism. Even something that doesn't require much new construction -- like NYC's attempt to impose congestion pricing -- is difficult to get done after years and years of wrangling. What is the core problem? And what can be done to address it? On this episode, we speak with John Arnold, who started his career as an energy trader at Enron, before going on to found a highly successful energy hedge fund. Now in his role as the co-founder of Arnold Ventures, he works on policy solutions to address these key bottlenecks. We discuss how he goes about philanthropy to affect policy change, the problems he's identified, and what solutions could be put in place to improve domestic development.

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Throughout history, financial markets have struggled with the issue of borders. Borders create friction, add cost and cause headaches for anyone who wants to spend money across them. On top of that, various national currencies can be wildly unstable.

Could a borderless, global currency ease friction and enhance financial inclusion and stability around the world? Cryptocurrencies offer an intriguing possible solution to money’s border problem. And a particular kind of cryptocurrency, called stablecoins, could become a powerful medium of exchange for international payments - and offer people around the world increased economic freedom.

This episode is sponsored by Coinbase.

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For much of this year, the S&P 500 has marched steadily higher while measures of stock market volatility, like the VIX, have stayed pretty low. But looking at the headline index only tells you part of the story. Beneath the surface of the S&P 500, individual stocks have been moving up and down a lot. And of course, traders have figured out a way to make money on the difference between the quiet overall index and all that volatility happening in individual stocks. This is the dispersion trade that's gotten quite a bit of attention in recent months. But figuring out exactly who's doing it and how pervasive it is isn't that easy. In this episode, we speak with Michael Purves, CEO and founder of Tallbacken Capital Advisors, and Josh Silva, managing partner and CIO at Passaic Partners, about this new volatility trade and what it means for the overall stock market.

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A few lucky people have made generational wealth trading the ups and downs of the crypto market. And some finance professionals have shifted gears to focus primarily on the space. But what is it like to actually trade these coins day-to-day? How do people pick which ones to buy? How do they analyze the coins themselves? How do they get reliable information? And what is it like, emotionally, to trade such an infamously volatile asset? On this episode of the Odd Lots podcast, we speak with Julian Malinak. In his day job, Julian works in healthcare tech. But the rest of the time, he's looking on message boards for the next 100-bagger. At one point he had made enough to retire on. And then it all went poof. But he keeps grinding and trying to improve his craft. Julian — who we found on the Odd Lots Discord server — explains what he does all day, and how the market really works from a trading perspective. 

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There's been a huge change in the market for nickel, which goes into everything from electric vehicles to steel. Indonesia has grown to absolutely dominate production and now provides more than 55% of the world's supply. A lot of that is going to China, which has partnered with Indonesia to help grow its nickel industry at a phenomenal rate. Now, there are accusations that low-grade and low-priced Indonesian nickel is flooding the global market, to the detriment of other producers. Western miners like BHP and Anglo American have been shuttering their own nickel operations, and have written them down by billions of dollars in recent years. On this episode, we speak with Michael Widmer, head of metals research at Bank of America, about the sea change that's taken place in the world's nickel market and what it says about the green energy transition, as well as the scramble for other strategically important metals. We also talk about all those bullish calls on copper, and general volatility in the metals space.

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The company that Elon Musk is most known for, obviously, is Tesla. It's been extraordinarily successful and made him one of the richest people in the world. But his true love may be SpaceX, the rocket company whose technology may one day be used in getting humans to Mars. But even if interplanetary trips are a long way off, there's no historical precedent for the sheer scale of the outer space dominance that Elon Musk has built out. Between his rockets and his satellite-based internet company Starlink, no one individual has ever completely dominated outer space this way. So where are these businesses going and how do they fit into the Elon empire? On this episode, we speak to three of our Bloomberg colleagues who have covered Musk and his businesses. First, we talk about the history and science of rockets with Bloomberg News reporter Ashlee Vance, the author of the book, When the Heavens Went on Sale: The Misfits and Geniuses Racing to Put Space Within Reach. Then we speak with Dana Hull and Max Chafkin, two of the hosts of Bloomberg's Elon Inc. podcast, about Musk's broader constellation of companies and how they all fit together.

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In this week’s episode, the whole team is bringing the Stalkers some bona fide bonus content as we answer your questions from the Stalker Group. Sam asked about the case of Amanda Sharp-Jefferson and filicide--we discuss her case and the common reasons that people murder their children. Elijah inquired about the Netflix Documentary ‘The Social Dilemma’ and whether it is possible to remove yourself from the internet – we discuss data privacy, geolocation data, and the ‘not-so-secret’ problems with Google’s Incognito Mode.

Stay safe out there friends, and we hope you enjoy the show. 

Hosted by Professor Michael Drane of the Unpopular Culture Podcast

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Unpopular Culture Podcast is a Forensic Psychology podcast created and hosted by Professor & Psychotherapist Michael Drane. Working with a team of professionals, he seeks to shine a light into the broken underbelly of society.

Listen as he explores subjects like:

True Crime: Serial Killers, Murders, Stalkers, Cults, Forensic Analysis

Psychology: Mental Illness, Personality Disorders, Social Phenomenon, Mob Mentality, Psychosis

Culture: Sexuality, Satanic Panic, Relationships, TV Analysis, Movie Analysis, Character Analysis

We are an independent psychology podcast. Help us keep UPC free of ads and on the air by supporting the show. Additionally, gain access to our "Stalkers Only" archive, and help be a part of the creative process.

Support the Show! —> patreon.com/upcpodcast 

A round-up of the main headlines in Sweden on March 17th, 2023. You can hear more reports on our homepage radiosweden.se, or in the app Sveriges Radio Play.

Presenter: Dave Russell

Producer: Sujay Dutt

Laura Sogar and Mae Planert discuss the infamous John McAfee. Eccentric cyber security forefather who founded McAfee Security, became a yoga guru, maybe had someone killed in Belize, ran for US president and committed an “Epstein suicide” in Spanish jail. This guy was (is?!) nuts and has the conspiracy theory world freaking out.

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KWL Director Mark Lefebvre speaks with former college professor Gilian Baker about her new novel Blogging is Murder. In the discussion, the two explore:

• The transition from teaching academic writing and literature for twenty years to the challenge of writing; first approached through blogging and ghost-writing
• Her original blogging experience, which was created for college students who were reluctant writers
• How her daughter managed to convince Gillian to join NaNoWriMo one year after long and enjoyable discussions about writing
• How long the idea of Jade and her world had sat in the back of Gillian’s mind before she sat down to write the book
• Elements that helped to make the characters in the story very real for readers; in particular the old woman character of Phyllis who is often called out by reviewers as a favorite character
• What the novel has to say about cybersecurity, identity-theft and online transactions and the tips available on Gillian’s Blog regarding that. (http://gilianbaker.com/2017/01/23/cyber-security-tips-hackers/)
• The differences and similarities between academic writing, ghost-writing and fiction writing

After the interview, Mark discusses the age-old advice of “Write What You Know” that is not only often shared with writers, but also debated among writing circles. He points out a few examples of authors who have drawn from their personal experience and passions, including a few of his own personal examples, including using “things he knew” in both novels as well as non-fiction titles.

Mark then asks the listeners on their own thoughts on the “write what you know debate” that people can answer either in the comments below or on the Kobo Writing Life Community Forum

Gilian Baker is a former writing and literature professor who finally threw in the towel and decided to just show ‘em how it’s done. She has gone on to forge a life outside of academia by adding blogger & ghostwriter to her CV. She currently uses her geeky superpowers only for good to entertain cozy mystery readers the world over. When she’s not plotting murder, you can find her puttering in her vegetable garden, knitting in front of the fire, snuggled up with her husband watching British mysteries or discussing literary theory with her daughter.

In her next life, she fervently hopes to come back as a cat, though she understands that would be going down the karmic ladder. She lives in Flagstaff, Arizona with her family and their three pampered felines.

Links of Interest

Gillian Baker’s Website: www.gilianbaker.com

Gillian Baker on Twitter: @gillianbaker

Gillian Baker on Facebook - https://www.facebook.com/GilianBakerAuthor/