The Judgment Call Podcast

• 00:00:25 How Jesse has redefined 'value investing' for himself?
• 00:04:20 How momentum and trend investing has become so strong? Are contrarian investors able to tae advantage of the short cycles?
• 00:07:43 Is the 'Fed put' real? Can we slowly depreciate out of the current mania?
• 00:12:01 Are inflation expectations really rising? Is asset allocation broken?
• 00:28:10 Is energy a good investment short term / long term?
• 00:31:52 How Jesse deals with finding a catalyst for his investments?
• 00:37:12 Jesse's take on crypto currencies? Will a crypto mania create real economic growth?
• 00:47:13 How does the financial industry cope with the enormous amount of disruption? Have hedge funds outsourced their thinking to algorithms?
• 00:59:30 How humans will have to adopt to increasing complexity to stay ahead of AI in the financial industry?
• 01:01:32 Are 'Hedge Funds' still able to build 'money machines'?
• 01:08:32 Will the dollar as the reserve currency survive the next 20 years?

You may watch this episode in Youtube - #83 Jesse Felder (The state of the US economic malaise).

Jesse Felder publishes the The Felder Report and also hosts and produces the Superinvestors and the Art of Worldly Wisdom podcast.

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• 00:01:20 How Stefan's journey to 193 countries unfolded.
• 00:03:31 How 'Every Passport Stamp' provided unique advice to cross borders into countries that rarely get any visitors. What are some of the shortcuts to get into countries that make that really hard?
• 00:23:04 What are we really seeking when we travel?
• 00:27:13 Stefan's journey into the Chinese language? What he learned about China and the government?
• 00:52:33 What is Stefan's take on slow or fast travel?
• 00:58:18 Stefan's list of favorite places and trips?
• 01:14:48 What Mighty Travels Premium does and where the best departure airports for airfare deals are currently?

You may watch this episode on Youtube - # 82 Stefan Krasowski (The Rapid Chai Travel to 193 countries).

Stefan Krasowski is a public speaker, blogger at Rapid Travel Chai, and founder of Every Passport Stamp, the leading Facebook group for country collectors.

Stefan has traveled to every country in the world and is a member of the Circumnavigators Club and on the Board of Directors of the Travelers’ Century Club.

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• 00:01:34 What are the most vivid memories Jack has from his time at the CIA?
• 00:10:32 What Jack thinks of James Bond?
• 00:13:56 What is the actual toolset of the CIA? What powers can it actually use?
• 00:17:54 How dangerous is working for the CIA really?
• 00:23:43 What makes a good spy?
• 00:25:04 Why is Russia such an 'underrated enemy'?
• 00:31:23 What are the US capabilities in Cyber?
• 00:43:02 What will the next global struggle of superpowers be about?
• 00:49:01 Can we bring in one billion new Americans?
• 00:56:23 What are the roles of current US alliances? Will Europeans be able to defend themselves in a global conflict?
• 00:59:45 What is the best use of Covert Operations run by the CIA?

You may watch this episode on Youtube - #81 Jack Devine (The Russian threat and the role of the CIA).

Jack Devine is a former Acting Director and Associate Director of the CIA's operations outside the United States and he spent 32 years in the CIA.

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• 00:01:20 The genesis of the Loop device as an idea and business.
• 00:07:07 Why Loop considers itself much more a software than a hardware company?
• 00:10:56 Is hardware development going the way of software - make it once and sell it almost an unlimited time? How does one get started with developing hardware in China?
• 00:24:24 Is complexity the domain of humans? Will everything else be taken over by AI? Should everything in life be free? Is technology already delivering on this? Is work completely optional?
• 00:38:16 Are we not daring enough in the startup industry? Why did we give up on the sci-fi dreams of the 1960s and 1970s.
• 00:43:14 Is regulation and politics the real hindrance to innovation? Why do people go into extreme memes?

You may watch this episode on Youtube - #80 Brian Gannon (How software is eating the Hardware industry & what's wrong with innovation).

Brian Gannon is the CEO of Loop - the easiest way to stay connected with your family. Before starting his own business Brian worked with Maxim at their hardware video acceleration unit.

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• 00:02:51 How Eric set out to write entertaining books about serious subjects.
• 00:07:53 What Eric learned from Henry Miller and Ernest Hemingway? How much of an influence is travel for his discoveries?
• 00:14:11 Has Eric found a way to recreate clusters of geniuses in his journeys?
• 00:29:55 Why are philosophers from the last few hundred years so miserable? Is pondering about the 'Big Questions' risky and it makes it harder to enjoy life?
• 00:40:24 Why philosophy is so hard to scale?
• 00:50:37 What happened to journalism? Will the 'good journalism' ever come back and be sustained?
• 01:17:18 Why do some cultures developed differently and more than others?
• 01:31:15 Is philosophy actually the science of realizing we are in a simulation?
• 01:33:54 What is Eric's next book about?

You may watch this episode on Youtube - #79 Eric Weiner (One man's fascinating search for happiness, genius and wisdom through philosophy).

Eric Weiner is a former foreign corespondent and New York Times journalist and is the author of several best selling book incl. Man Seeks God, The Geography of Bliss, The Geography of Genius and The Socrates Express.

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• 00:03:37 Why the Middle East seems 'excel at conflict' the last 70 years?
• 00:14:03 How America managed to avoid ethnic strife (unlike the Middle East)?
• 00:18:02 What is actually happening in Syria? What conflicts predates the war? How does ISIS fit into the Syrian War?
• 00:33:33 Why the major world powers abuse the Syrian conflict as a proxy conflict? What does Russia in particular want?
• 01:00:00 How can we rebuild Syria? Should we abolish sanctions? Do we need a new Marshall Plan for Syria?

You may watch this episode on Youtube - #78 Joshua Landis (A deep dive into the Syrian conflict).

Joshua Landis is the Director of the Center for Middle East Studies

Read Joshua's opinions on his blog or follow him on Twitter @joshua_landis.

Apologies for my terrible audio in this episode. Joshua's excellent audio and video makes up for that - I hope!

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• 00:04:01 How Dubai feels during the Ramadan?
• 00:08:37 Why Dubai now gives citizenship to foreigners and allows companies to own real estate and corporations now?
• 00:16:29 Why Dubai's regulations seem to actually help businesses and individuals instead of hampering progress constantly?
• 00:24:41 Why (the talk about) socialism is so popular in the US and how it contrasts with Dubai?
• 00:33:03 How Dubai's social norms are liberalizing right now? Is the 'Islamic enlightenment' happing in Dubai right now?
• 00:48:32 How Dubai handled COVID.
• 01:01:22 How Dubai is developing a business case for vaccinations.
• 01:10:10 Has the world caught another virus of low productivity growth? How did it start? Is Dubai a place that can teach us to grow quicker?

You may view this episode on Youtube - Pablo Fetter (Dubai's economic success story, Islam's enlightenment, the art of killing a virus).

Pablo Fetter is an engineer, investment professional and education entrepreneur. Pablo's been a globetrotter all his life and calls Europe, South America, Asia and the Middle East his home.

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• 00:03:00 How should we act when we find other conscious life? How should we settle other planets?
• 00:09:01 Is there a cosmic cross pollination process?
• 00:11:01 Why are images of alien space ships always so grainy? Is there already an alien base on Mars?
• 00:14:02 Did Aliens come to earth and upgrade us over time? Does time run differently in different parts of the universe?
• 00:20:46 Do we live in a simulation?
• 00:30:23 Should we all read a lot of science fiction? Why it is like a mind lab.
• 00:37:34 How would life on Mars look like?
• 00:50:08 How will we cope with increasing technological change? Will it keep accelerating?
• 01:01:19 What is Caitlin's solution for the 'Fermi Paradox'?
• 01:15:16 Are we being 'indoctrinated by our past'?

You may watch this episode on Youtube - Caitlin McShea (Aliens, the Universe, Cosmic simulations & more).

Caitlin McShea is the director of the Santa Fe Institute’s InterPlanetary Project & host of the Alien Crash Site podcast.

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• 00:01:36 How Robert's love for Mars and space got started?
• 00:03:36 Why Robert's proposal to explore Mars was so different than other ideas? His experience pitching a Mars landing to NASA.
• 00:10:49 How Robert and Elon Musk discovered their joint interest for space exploration?
• 00:14:30 The beauty of Starship and why it can enable the settlement of Mars?
• 00:19:04 What was so interesting about the Orion spacecraft and the Mayflower concept?
• 00:22:57 What are popular appearances of a Mars colonization? When will we have a Mars base?
• 00:26:30 What role will geopolitics play in colonizing Mars?
• 00:28:44 What is the 'business model' for extended space exploration?
• 00:37:03 Is the radiation dosage a problem when colonizing Mars?
• 00:39:30 How can we terraform Mars? How long will that take?
• 00:43:08 What are the biggest open issues for colonizing Mars?
• 00:45:33 What sort of 'political regime' should rule Mars?

You may watch this episode on Youtube - #75 Robert Zubrin (The Case for colonizing Mars).

Robert Zubrin is an aerospace engineer, author, and advocate for human exploration of Mars. He is the author of several books incl. The Case for Mars: The Plan to Settle the Red Planet and Why We Must and The Case for Space.

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• 00:01:46 The genesis of Neyborly and its business model.
• 00:11:41 Is 'commercial real estate' in a secular crisis? What are the reasons for that? Is it (still) to expensive?
• 00:21:44 How did Neyborly fix the issue of long-term liabilities and short term income (that almost killed WeWork)?
• 00:29:18 How did Neyborly solve the hard part of multi local marketing?
• 00:42:03 How Neyborly is fostering a real community? Why is building a community so hard?
• 00:53:22 Did COVID and the tech industry change how people interact with each other.
• 01:04:29 Why an honest, rational debate of political topics is so hard in the Bay Area (and beyond)?

You may watch this episode on Youtube - #74 Ben Seidl (How to rebuild a friendlier 'Third Place'?).

Ben Seidel is the co-founder of Neyborly. He's on a mission to build a network of gathering hubs using under-utilized, urban real-estate.