Solo again from Costa Rica. We're soaking in the beach sun,, hiking in nature a little, and overall enjoying a slower pace than what we had in Warsaw or Prague.

In this episode, I dive into the AI revolution and what investors can learn from the dot-com bubble 25 years ago. I talk about how hype and leverage repeat through history, why it’s nearly impossible to know which companies will last, and why sometimes it’s wiser to buy the whole haystack instead of trying to find the needle.

I also discuss Ferdinand Magellan, New York’s growing migrant crisis, some lie detection, and Obama’s comments on the places we've spent the past two summers.