Episode Appearances
TBPN · Jul 31, 2026
Leopold Stays in the Game, Big Tech Earnings, OpenAI Slashes GPT-5.6 Prices | Diet TBPN
“Commented that the optimal number of past blow-ups for a trader is one, implying Aschenbrenner can recover stronger.”
Situational Awareness LP fund crisis and LP letter transparencyCitadel block trade acquisition of Situational Awareness public equity bookAI hedge fund risk management and leverage dangers
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Shift Key with Robinson Meyer · May 6, 2026
The Big Interview: John Arnold
“Legendary energy trader and philanthropist discussing energy markets, China competition, and permitting reform”
Strait of Hormuz Closure and Oil Market DynamicsChina's EV and Battery Manufacturing DominanceIndustrial Policy and Trade Competition
View AnalysisShift Key with Robinson Meyer · Apr 23, 2026
Everything We Didn't Know About the World’s Buzziest Geothermal Startup
“Former Enron gas trader; investor in Fervo projects; receives royalty fees on Cape Station Phase 1 power”
Enhanced Geothermal Systems (EGS) technology and hydraulic fracturing applicationsFervo Energy S1 filing and IPO valuationAdvanced geothermal cost reduction trajectories and learning curves
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CNBC's "Fast Money" · Feb 24, 2026
Growing AI Warnings… And Opportunities in Private Credit & Real Estate 2/24/26
“Hedge fund legend and Arnold Ventures founder; warned of prediction market and sports betting regulatory risks”
AI Bubble Risk and Valuation ConcernsPrivate Credit Market Stress and Blue Owl Liquidity CrisisNVIDIA Earnings Catalyst and GPU Demand Sustainability
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Global News Podcast · Feb 24, 2026
Ukraine defiant on the 4th anniversary of Russia's invasion
“Sports journalist covering Mexico and US football, discussing security concerns for 2026 World Cup hosting”
Ukraine Military Resistance and Western Military AidRussia-Ukraine War Fourth Anniversary AssessmentTrump Administration Ukraine Policy and Peace Negotiations
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