Appears On
Episode Appearances
Macroaggressions · Jun 10, 2026
#654: The Great American Land Grab
“World's largest private landholder with 2.2 million acres; encountered by host during ranch viewing”
Institutional investor land consolidationBill Gates farmland acquisition strategyData center water and power consumption
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Excess Returns · May 6, 2026
The Last Moat | Chris Mayer and Ian Cassel on the Stock Picking Edge AI Can’t Replicate
“Example of owner-operator investing counter-cyclically during 2008 financial crisis”
Vertical Market Software vs Horizontal Software ResilienceManagement Team Relationships and In-Person Due DiligenceMicrocap Stock Survival Rates and Scaling Challenges
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Pivot · Jan 16, 2026
Trump Threatens Insurrection Act, Paramount Sues Warner Bros, and Apple Teams Up with Google for AI
“Influential Warner Bros board member whose opinion will determine acquisition outcome”
Trump's Insurrection Act Threats and Martial Law SpeculationICE Enforcement and Police Brutality in MinneapolisParamount-Warner Bros Acquisition Battle and Proxy Fights
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