Tracy Alloway is the co-host of the Odd Lots podcast and a managing editor at Bloomberg Markets. You can follow Tracy on Twitter at https://twitter.com/tracyalloway and listen to her podcast here: https://open.spotify.com/show/1te7oSFyRVekxMBJUSethH  Show Notes:  Financial crisis hindsight Being obsessed with risk and systemic stability Historical parallels to the crisis of ‘08 Macro vs. micro bullshitting Why people refuse to say “I don't know” Victorian chicken bubble Tales of forensic accounting NFTs being used to launder money? NFTs’ path to success Insights from collapse of previous civilizations Understanding the Human OS Fair Wages for Robots Praise for Citi’s Matt King and Credit Suisse’s Zoltan Pozsar 

Tracy Alloway — Understanding Financial Crises (EP.104)

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Grant Mitchell is a seasoned entrepreneur, operator, and investor in the areas of health, technology, and machine learning. He is currently the co-founder and CEO of Every Cure, where he uses AI to research rare diseases and conduct drug repurposing. Grant joins the show to discuss the use of AI in rare drug research, the role of translational scientists, neglected knowledge, and MUCH MORE! Important Links:  Every Cure Website Dr. Grant’s Twitter Dr. Grant’s LinkedIn  Show Notes:  The Organizational Problem in Pharma The Power of Biomedical Knowledge Graphs The Traditional Pharma Approach to Drug R&D; Risks in the World of AI-driven Drug Discovery The Limits of AI for Medical Use Biology’s ‘Ignorome’ The Role of Translators Every Cure’s Typical Supporters Neglected Latent Knowledge Grant as Emperor of the World MORE!  Books/Essays Mentioned:   The AI Revolution; by Tim Urban (Wait But Why) Ikigai - The Japanese Secret to a Long and Happy Life; by Héctor García & Francesc Miralles  

Grant Mitchell — The Potential of AI Drug Repurposing

Author and friend-of-the-show Jimmy Soni returns to discuss the future of publishing, the changing world of book marketing, the courage of creative risk, and MUCH more! Important Links:  Jimmy’s website Jimmy’s Twitter  The Great Reshuffle  Show Notes:  Why Traditional Publishing is in Stasis A Case of Broken Incentives The Changing World of Book Marketing & the Case for Patience Talent Spotting & Creative Risk The Challenge of Self-Publishing Experiment, Experiment, Experiment Taylor Swift, Michael Jordan, and the Courage of Trying Something New Don’t Be Trapped by the Opinions of Others Jimmy as Emperor of the World MORE!  Books Mentioned:  The Founders; by Jimmy Soni A Mind at Play; by Jimmy Soni & Rob Goodman What Works on Wall Street; by Jim O'Shaughnessy Invest Like The Best; by Jim O'Shaughnessy How To Retire Rich; by Jim O'Shaughnessy Atomic Habits; by James Clear Psychology of Money; by Morgan Housel The Obstacle is the Way; by Ryan Holiday Trust Me, I'm Lying; by Ryan Holiday The Boys in the Boat: Nine Americans and Their Epic Quest for Gold at the 1936 Berlin Olympics; by Daniel James Brown You Are a Badass; by Jen Sincero 11/22/63; by Stephen King 

Jimmy Soni — The Courage of Creative Risk (EP.214)

Arjun Khemani is a 17-year-old writer and podcaster who dropped out of high school to help lead support at Airchat, the social network co-founded by Naval Ravikant. As the host of the Arjun Khemani podcast, Arjun has spoken to a wide range of guests including David Deutsch, David Perell and Naval Ravikant. His Substack, Progress Good, “serves as a defense against the anti-Enlightenment tradition, exploring progress, rationality, and optimism.” Arjun joins the show to discuss why education should be voluntary, the moral case for selfishness, the pessimism of ultimacy and MUCH more! Important Links:  Arjun’s Twitter Progress Good (Arjun’s Substack)  Show Notes:  The Myth of the Good Old Days The Citadel of Science Generational Warfare Why Education Should Be Voluntary Misunderstanding Money Escaping the Altruism Trap: the Case for Selfishness Coercion & Moral Righteousness The Pessimism of Ultimacy The Hunt for Better Problems Arjun’s Leap Into the Unknown Reimagining Education What’s Next? Arjun as Emperor of the World MORE!  Books Mentioned:  One Summer: America 1927; by Bill Bryson The New Inquisition: Irrational Rationalism and the Citadel of Science; by Robert Anton Wilson The Road to Serfdom; by Friedrich Hayek The Lessons of History; by Will & Ariel Durant Power vs. Force: The Hidden Determinants of Human Behaviour; by David R. Hawkins Deschooling Society; by Ivan Illich 

Arjun Khemani — The Hunt for Better Problems (EP. 213)

Eddy Elfenbein is an OG finance blogger, ETF manager, and FinTwit legend, with over 25 years of experience working in and around Wall Street. Eddy joins the show to discuss the story behind his longtime blog - Crossing Wall Street (CWS), the origins of his famous Buy List, his ETF journey, his philosophy as an investor, and much more! Important Links:  Eddy’s Twitter Eddy’s Blog (Crossing Wall Street) Eddy’s Substack The Myth of 1926  Show Notes:  Origins of a Wall Street Blogger Bypassing the Gatekeepers Eddy’s Buy List Many Paths to Stock Market Success The Last Sustainable Edge in Public Markets The Great Truths of Investing Stocks Don’t Know You Own Them The Market and the Casino Debating Academic Finance Major League Buy List Down with Perma-Bears Unpacking ETFs The Next Avatar of Market Intelligence The Moat of the Stock Picker MORE!  Books Mentioned:  What Works on Wall Street; by Jim O’Shaughnessy THE MISBEHAVIOR OF MARKETS: A Fractal View of Financial Turbulence; by Benoit Mandelbrot and Richard L Hudson Stocks for the Long Run; by Jeremy Siegel The Myth of 1926: How Much Do We Know About Long-Term Returns on U.S. Stocks?; by  Edward F. McQuarrie Fama and French Three Factor Model Definition: Formula and Interpretation (Investopedia)  

Eddy Elfenbein — On Crossing Wall Street (EP. 212)

Friend-of-the-show Anna Gát returns to discuss… well… pretty much everything!  On April 13th, O’Shaughnessy Ventures and Interintellect are co-hosting a Future of Publishing event at the beautiful Pratt Mansion in NYC. We’re bringing together established publishers, online writers, new publishing houses, journalists, technologists, authors and more to rethink and reimagine how ideas are spread in our changing world. Confirmed speakers include Coleman Hughes, Tara Isabella Burton, Tamara Winter, Sahil Lavingia and many more! Here’s the best part - we want YOU to be there! To buy in-person tickets and for more information on live-streaming, scheduling, speakers, and more, just follow this link. We hope to see you there!  Important Links:  Interintellect Anna’s Twitter Anna’s Website Interintellect Substack  Show Notes:  The Shock of Losing a Parent Interintellect & the Post-Tribe Internet How to Facilitate Better Conversations Surprising Salons Faker Spotting & the Temptations of Power Avoiding Audience Capture The Humanness of Casablanca Greatness, Co-Creation & Doing the Work Misconceptions About Leadership The Personality of Language What’s Next for Anna Cities as Ideas Anna as Empress of the World MORE!  Books Mentioned:  The Dawn of Everything: A New History of Humanity; by David Graeber and Wengrow Adventures of a Bystander; by Peter Drucker Mating; by Norman Rush The Power Broker: Robert Moses and the Fall of New York; by Robert A. Caro Power vs. Force; by David R. Hawkins Tao Te Ching; by Lao Tzu The Number Sense: How the Mind Creates Mathematics; by Stanislas Dehaene Embers; by Sándor Márai The Hunger Games; by Suzanne Collins 

Tracy Alloway — Understanding Financial Crises (EP.104)

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