Episodes
79
Latest episode
Jun 2026
Language
EN
A sell-side and buy-side analyst providing the latest coverage in the world of traditional finance, emerging markets and cryptocurrencies. Disclaimer: All topics/ideas discussed during the podcast are our personal views and should not be considered as financial advice. The hosts are angel investors, and may or may not be invested in projects discussed during the episodes.
In this episode, we break down SpaceX’s blockbuster Nasdaq debut, its record breaking $75 billion raise, and how the company quickly surged past a $2 trillion valuation. We look at what SpaceX actually is today, launch business, Starlink, defence contractor, AI infrastructure play, and Mars optionality, and whether public markets are valuing a real business or a future that does not fully exist yet.
In this episode, we try to run fictional countries with only $100 each, and things get surprisingly revealing. We split our budgets across healthcare, education, defence, housing, infrastructure, climate, industry, culture, democracy and foreign policy, then argue over what kind of country we’ve created.Somehow we end up debating whether growth matters more than welfare, whether vibes deserve serious funding, and how anyone can justify giving democracy zero dollars.
The AI boom is no longer just about Nvidia and Silicon Valley. In this episode, we dive into how Korea and Taiwan have become the backbone of the AI economy, from TSMC and Samsung to SK Hynix and high bandwidth memory. We explore the stock market boom, worker bonuses, fund-flow risks, and whether the Asian AI trade is becoming dangerously crowded.
In this episode, we break down the context going into the meeting, why Trump needed visible wins, and why Xi may have had the stronger strategic hand. We unpack the key issues: rare earths, tariffs, Taiwan, Iran, Boeing, fentanyl cooperation, and the broader shift from free trade to weaponised interdependence.
A hantavirus outbreak linked to the MV Hondius cruise ship has made global headlines, but what actually is hantavirus, and should people be worried? In this episode, we break down how the virus spreads, why the Andes strain is unusual, and why health authorities are taking strong precautions despite saying the broader public risk remains low. We also ask the bigger question: after COVID, is the world actually ready for another pandemic?
From whether baby boomers shaped a system that favours asset owners, to the idea that most startups don’t actually need to exist — we break down the incentives, data, and real-world dynamics behind some uncomfortable truths.We also debate whether Universal Basic Income is inevitable in an AI-driven world, and challenge the idea that recessions might not exist in the way we once thought. This episode is less about being right and more about questioning how the system actually works.
The UAE has left OPEC, the Iran war is disrupting oil flows through the Strait of Hormuz, and Saudi Arabia is under pressure to keep the cartel together. In this episode, we explain what OPEC and OPEC+ actually are, why members cheat on production quotas, and why the UAE’s exit matters more than past departures. We also break down the market impact: crisis-level oil prices, winners and losers, and whether today’s supply shock could turn into tomorrow’s oil glut.
Crypto got everything it asked for: institutional adoption, ETFs, regulation, and mainstream legitimacy. So why does it feel… boring? We debate whether institutions capped crypto’s upside, why retail hasn’t come back, how crypto lost its cultural edge, and whether the industry is quietly becoming financial plumbing rather than a speculative frontier. This episode explores whether crypto’s success created its biggest problem yet.
From trading and gambling to shopping and fitness, everything in the modern economy is starting to feel like a game. In this episode, we break down how companies are using gamification to shape behaviour, increase engagement, and drive revenue, often without users realising. We explore real-world examples like Temu, trading apps, and fitness platforms, and debate whether this shift is making us better off… or just easier to influence.
After 50+ years, humans are back around the Moon, but this isn’t Apollo 2.0. In this episode, we break down Artemis II, NASA’s $90B+ lunar program, and the shift toward private space companies like SpaceX and Blue Origin. We also dive into Boeing’s Starliner failure (and how SpaceX had to step in), and why China’s 2030 Moon ambitions are reigniting a global space race. This isn’t just about exploration anymore — it’s geopolitics, economics, and who gets to build the future of space.
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