I share five business practices that have carried me through asset bubbles, financial crises, business pivots, and now the rise of AI.

Topics covered include:

• Recommended note-taking app and practices
• Recommended periodicals
• How to get better ideas
• Why we need to understand the probabilities when pursuing a new course
• The latest insights on AI, prediction markets, and other topics

Sponsors

Square - Get up to $200 in hardware

Delete Me – Use code David20 to get 20% off

Live Portfolio Cohort - May 2026

Insiders Guide Email Newsletter

Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter

Our Premium Products

Asset Camp

Money for the Rest of Us Plus

Show Notes

Researchers Asked LLMs for Strategic Advice. They Got “Trendslop” in Return. By Angelo Romasanta, Llewellyn D.W. Thomas and Natalia Levina—Harvard Business Review

Paul Kedrosky

Gregor Macdonald - Cold Eye Earth

Prediction Market Accuracy: Crowd Wisdom or Informed Minority? By Roberto Gomez Cram, Yunhan Guo, Theis Ingerslev Jensen, and Howard Kung

U.S. Soldier Charged With Using Classified Information To Profit From Prediction Market Bets—Office of Public Affairs, U.S. Department of Justice

64% of business books are profitable. That’s the bottom line from our study of Business Book ROI.—Josh Bernoff

Libsyn Statistics, visualized—Livewire Labs

The Big Bang: A.I. Has Created a Code Overload By Mike Isaac and Erin Griffith—The New York Times

High earners race ahead on AI as workplace divide widens By Madhumita Murgia and John Burn-Murdoch—Financial Times

Related Episodes

496: Are You Taking Enough Aspirational Risk?

535: Six Principles for Thriving Under Uncertainty and How Big Tech Is Doing the Opposite

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.