Episode Appearances
The Compound and Friends · May 12, 2026
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash
“Quoted on 100 years of data showing CapEx is bearish for shareholder returns”
Bubble identification and risk management frameworksSemiconductor and memory chip market dynamicsAI infrastructure investment and CapEx bubble risks
View Analysis
Hell in Heaven: A Mysterious Death in Paradise · Nov 13, 2025
7: A Second Chance
“Anne Bender's boyfriend who dedicated himself to fighting for her release before dying of asthma”
Criminal Justice System in Costa RicaInternational Expat Legal RightsMurder Trial Evidence and Forensics
View Analysis