Podcast Notes

Key insights and summaries from the best crypto podcasts

All Shows

Forward Guidance

20VC

a16z Live

a16z Podcast

Acquired

All-In Podcast

Bankless

Bell Curve

BG2Pod with Brad Gerstner & Bill Gurley

Big Technology Podcast

Capital Allocators

Cheeky Pint

Conversations with Tyler

David Senra

Diary of a CEO

Dwarkesh Podcast

Empire

Epicenter

Galaxy Brains

How I Built This

Invest Like the Best

JRE

Lenny's Podcast

Lex Fridman Podcast

Macro Musings

Macro Voices

MLST

No Priors AI

Odd Lots

On The Brink

Pardon My Take

Raoul Pal: The Journey Man

SaaS Interviews

The Bill Simmons Podcast

The Jordan Harbinger Show

The Peter McCormack Show

The Pomp Podcast

The Shawn Ryan Show

The Tucker Carlson Show

The Wolf Of All Streets

Theo Von

This Week in Startups

Uncapped with Jack Altman

Unchained

Y Combinator Startup Podcast

Danny Dayan: Recent rate cuts were a policy mistake, unchecked inflation could lead to parabolic rises in risk assets, and the Fed misjudged labor supply dynamics | Forward Guidance

Recent Fed rate cuts are seen as a mistake, potentially fueling inflation and boosting risk assets.

MAY 6, 2026 · By EDITORIAL TEAM

Steve Hou: The AI bubble is rapidly adopted and could eclipse the crypto bubble, traditional knowledge may lose market value, and AI is transforming investment cycles | Forward Guidance

AI's rapid adoption and utility could drive an investment cycle surpassing the crypto bubble's magnitude.

APRIL 29, 2026 · By EDITORIAL TEAM

Michael Howell: Market turbulence is approaching but not here yet, media narratives on recession are misleading, and understanding liquidity cycles is key for investors | Forward Guidance

Market turbulence looms as liquidity cycles, not recession fears, shape the future of risk assets.

APRIL 22, 2026 · By EDITORIAL TEAM

Jan Szilagyi: AI is revolutionizing investment strategies, unlocking value from financial data, and enhancing real-time decision-making | Forward Guidance

AI's transformative impact on finance is unlocking new value and revolutionizing investment strategies with real-time insights.

APRIL 15, 2026 · By EDITORIAL TEAM

Latest from Forward Guidance

Bob Elliott: Central banks struggle with oil shocks, the shift to a savings-driven economy, and lessons from the 2008 financial crisis | Forward Guidance

Apr. 10, 2026

Bob Elliott: Central banks struggle with oil shocks, the shift to a savings-driven economy, and lessons from the 2008 financial crisis | Forward Guidance

Central banks struggle with oil shocks as rising inflation and decreasing growth challenge economic stability.

By EDITORIAL TEAM

Joseph Wang: Geopolitical tensions could trigger a global recession, high energy prices pose significant risks, and the US labor market shows signs of weakening | Forward Guidance

Apr. 10, 2026

Joseph Wang: Geopolitical tensions could trigger a global recession, high energy prices pose significant risks, and the US labor market shows signs of weakening | Forward Guidance

Geopolitical tensions and high energy prices threaten to trigger a global recession, challenging central banks worldwide.

By EDITORIAL TEAM

Stephen Miran: Oil price increases have minimal long-term inflation effects, current economic conditions don’t require aggressive policy, and deregulation will reduce inflation by half a percent annually | Forward Guidance

Apr. 10, 2026

Stephen Miran: Oil price increases have minimal long-term inflation effects, current economic conditions don’t require aggressive policy, and deregulation will reduce inflation by half a percent annually | Forward Guidance

Stable inflation expectations suggest no urgent need for drastic monetary policy changes despite rising oil prices.

By EDITORIAL TEAM

Jordi Visser: The rise of AI surpasses oil’s economic impact, Bitcoin’s value is tied to fiat wealth, and the best time to invest in stocks is during recession sentiment | Forward Guidance

Apr. 10, 2026

Jordi Visser: The rise of AI surpasses oil’s economic impact, Bitcoin’s value is tied to fiat wealth, and the best time to invest in stocks is during recession sentiment | Forward Guidance

AI's rise is reshaping global economics, overshadowing traditional factors like oil and altering investment strategies.

By EDITORIAL TEAM

Jacob Shapiro: Global supply chain disruptions are escalating, the era of US stability is ending, and Iran’s geographical advantages complicate military strategy | Forward Guidance

Apr. 10, 2026

Jacob Shapiro: Global supply chain disruptions are escalating, the era of US stability is ending, and Iran’s geographical advantages complicate military strategy | Forward Guidance

Global supply chain disruptions and shifting power dynamics signal the end of Washington's era of stability.

By EDITORIAL TEAM

Luigi Buttiglione: The US market’s technological edge drives unmatched returns, rising productivity will elevate neutral interest rates, and AI’s dual impact reshapes the economy | Forward Guidance

Mar. 25, 2026

Luigi Buttiglione: The US market’s technological edge drives unmatched returns, rising productivity will elevate neutral interest rates, and AI’s dual impact reshapes the economy | Forward Guidance

AI's disruptive force is reshaping the US economy, driving productivity and influencing interest rate policies.

By EDITORIAL TEAM

Eric Wallerstein: Geopolitical shifts prioritize natural resources, the US holds significant geoeconomic leverage, and tariffs require a broader context | Forward Guidance

Mar. 25, 2026

Eric Wallerstein: Geopolitical shifts prioritize natural resources, the US holds significant geoeconomic leverage, and tariffs require a broader context | Forward Guidance

US tariffs on China rise sharply, highlighting America's strategic leverage in global economic shifts.

By EDITORIAL TEAM

Raoul Pal: Superintelligence will reshape society, rising oil prices threaten economic cycles, and China’s solar dominance is changing energy dynamics | Forward Guidance

Mar. 25, 2026

Raoul Pal: Superintelligence will reshape society, rising oil prices threaten economic cycles, and China’s solar dominance is changing energy dynamics | Forward Guidance

Superintelligence is poised to redefine global priorities, sparking a race for dominance and unprecedented energy demands.

By EDITORIAL TEAM

Joseph Wang: The Fed is the last bastion against political pressure, shrinking its balance sheet will impact risk markets, and Kevin Warsh’s poor monetary policy judgment | Forward Guidance

Feb. 17, 2026

Joseph Wang: The Fed is the last bastion against political pressure, shrinking its balance sheet will impact risk markets, and Kevin Warsh’s poor monetary policy judgment | Forward Guidance

Federal Reserve's independence faces challenges as political pressures and market dynamics shape future monetary policies.

By EDITORIAL TEAM

Alex Campbell: Silver’s soaring demand fuels renewable energy | Forward Guidance

Feb. 17, 2026

Alex Campbell: Silver’s soaring demand fuels renewable energy | Forward Guidance

Silver's crucial role in solar energy and currency stability drives its promising outlook amid global shifts.

By EDITORIAL TEAM

Podcast Notes

Danny Dayan: Recent rate cuts were a policy mistake, unchecked inflation could lead to parabolic rises in risk assets, and the Fed misjudged labor supply dynamics | Forward Guidance

Steve Hou: The AI bubble is rapidly adopted and could eclipse the crypto bubble, traditional knowledge may lose market value, and AI is transforming investment cycles | Forward Guidance

Michael Howell: Market turbulence is approaching but not here yet, media narratives on recession are misleading, and understanding liquidity cycles is key for investors | Forward Guidance

Jan Szilagyi: AI is revolutionizing investment strategies, unlocking value from financial data, and enhancing real-time decision-making | Forward Guidance

Latest from Forward Guidance

Bob Elliott: Central banks struggle with oil shocks, the shift to a savings-driven economy, and lessons from the 2008 financial crisis | Forward Guidance

Bob Elliott: Central banks struggle with oil shocks, the shift to a savings-driven economy, and lessons from the 2008 financial crisis | Forward Guidance

Joseph Wang: Geopolitical tensions could trigger a global recession, high energy prices pose significant risks, and the US labor market shows signs of weakening | Forward Guidance

Joseph Wang: Geopolitical tensions could trigger a global recession, high energy prices pose significant risks, and the US labor market shows signs of weakening | Forward Guidance

Stephen Miran: Oil price increases have minimal long-term inflation effects, current economic conditions don’t require aggressive policy, and deregulation will reduce inflation by half a percent annually | Forward Guidance

Stephen Miran: Oil price increases have minimal long-term inflation effects, current economic conditions don’t require aggressive policy, and deregulation will reduce inflation by half a percent annually | Forward Guidance

Jordi Visser: The rise of AI surpasses oil’s economic impact, Bitcoin’s value is tied to fiat wealth, and the best time to invest in stocks is during recession sentiment | Forward Guidance

Jordi Visser: The rise of AI surpasses oil’s economic impact, Bitcoin’s value is tied to fiat wealth, and the best time to invest in stocks is during recession sentiment | Forward Guidance

Jacob Shapiro: Global supply chain disruptions are escalating, the era of US stability is ending, and Iran’s geographical advantages complicate military strategy | Forward Guidance

Jacob Shapiro: Global supply chain disruptions are escalating, the era of US stability is ending, and Iran’s geographical advantages complicate military strategy | Forward Guidance

Luigi Buttiglione: The US market’s technological edge drives unmatched returns, rising productivity will elevate neutral interest rates, and AI’s dual impact reshapes the economy | Forward Guidance

Luigi Buttiglione: The US market’s technological edge drives unmatched returns, rising productivity will elevate neutral interest rates, and AI’s dual impact reshapes the economy | Forward Guidance

Eric Wallerstein: Geopolitical shifts prioritize natural resources, the US holds significant geoeconomic leverage, and tariffs require a broader context | Forward Guidance

Eric Wallerstein: Geopolitical shifts prioritize natural resources, the US holds significant geoeconomic leverage, and tariffs require a broader context | Forward Guidance

Raoul Pal: Superintelligence will reshape society, rising oil prices threaten economic cycles, and China’s solar dominance is changing energy dynamics | Forward Guidance

Raoul Pal: Superintelligence will reshape society, rising oil prices threaten economic cycles, and China’s solar dominance is changing energy dynamics | Forward Guidance

Joseph Wang: The Fed is the last bastion against political pressure, shrinking its balance sheet will impact risk markets, and Kevin Warsh’s poor monetary policy judgment | Forward Guidance

Joseph Wang: The Fed is the last bastion against political pressure, shrinking its balance sheet will impact risk markets, and Kevin Warsh’s poor monetary policy judgment | Forward Guidance

Alex Campbell: Silver’s soaring demand fuels renewable energy | Forward Guidance

Alex Campbell: Silver’s soaring demand fuels renewable energy | Forward Guidance

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