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Coatue: Kalshi's political volume has scaled dramatically, and the American Power Index (KPOW) is what that scale enables: a single-number gauge of the current balance of political power and where markets expect it to move, which Kalshi bills as an "S&P 500 for politics." Products like this are paving the way for institutional adoption: a continuously updated context read on the political backdrop that could…
"My mistake and naivity was to think that people are were with me so you're flying around the world you're trying to get people on side and you think they're on side but they're not mhm mhm and you get blindsight" - Jim Balsillie [00:01:34]
"At that year 2011 we had more profit from our services business than Facebook had total revenue at that time" -…
"Brookfield's the largest infrastructure owner in the world... We drew a pipeline and we showed all the different components of the payments ecosystem on a pipeline and said it's like a pipe that moves any commodity except what it's moving is money." - Anuj Ranjan [00:06:05]
"In many ways what Network does... is transforming from providing…
Link to Part 1 :- The Curious Mr. Feynman (Update)
"It is an atomic bomb. It is a harnessing of the basic power of the universe." - Harry Truman [00:00:59]
"The prize is the pleasure of…
"The body likes these different languages to communicate between cells going from DNA to RNA to proteins... and peptides are one of these languages." - Dr. Abud Bakri [00:04:26]
"I think it gets all the hype for the MSK stuff, but I think the neurological, neuropsychiatric let's say, and then gastric effects are way more interesting when it comes…
"Russia and China are eternal neighbors, they're not eternal friends. They have been their worst enemies over the years." - Sarah Paine [00:00:18]
"I can picture one ending to the Ukraine war where China gains a lot of territory in return for putting the screws on Russia to end things in the west." - Sarah Paine…
Note: Recorded December 7, 2025 at GoldRepublic's headquarters as part of our 15-year anniversary series "The Future of Gold."
"Blockchain doesn't replace gold. It actually improves gold. It makes gold more useful as money than it was in the past... Once you tokenize it, it does everything Bitcoin does except it does it better, faster, and cheaper." - Peter Schiff…
"The British realize at the end of the 19th century that oil is the new coal and so they decide that they need to have their own access to oil. If there was ever any doubt, World War II ended the doubt about the power of oil." - Dr. Roy Casagranda [00:01:07]
"Air warfare in World War II proved utterly worthless except if you are attacking oil…
"The job of a mainstream journalist is to tell your readers things that they need to know whether they want to hear them or not and that's what Jonathan was brilliant at." - Jason Zweig [00:13:40]
"The ultimate purpose of money I think for Jonathan was not having to worry about money." - William Bernstein [00:20:23]…
Apollo: The chart book available here looks at the impact of AI on the economy and financial markets.
"The best way to protect yourself from AI is to be the most AI-enabled version of yourself you can be." - Bill Gurley [00:06:56]
"There are two types of people in the world: those that use AI to learn faster than they ever could before and those that use AI to avoid learning altogether." - Chamath Palihapitiya (quoting Mark Cuban)…
"my most controversial opinion is that I think that AI is as big a deal as the internet or mobile and only as big a deal as the internet or mobile" - Benedict Evans [00:02:52]
"imagine you're an accountant seeing the first software spreadsheets in the late '70s this is mind-blowing... but if you were a lawyer looking at that... you'd think well that's very clever…
"RBI has made sure that the bond market is overvalued your retail market has ensured that the equity market is overvalued now where do you want me to bring the money in" - Anonymous Foreign Portfolio Investor (quoted by Ananth Narayan) [00:20:55]
"There is financial repression in India which is a very fancy term for saying that the return that you and I get from…
"Everybody remembers being right because they're pundits and pundits don't have P&Ls." - Lloyd Blankfein [00:01:42]
"We've been accumulating a lot of dry tinder on the floor of the forest... at some point inevitably someone will toss a cigarette butt... Do you blame the lightning do you blame the cigarette it's inevitable It's really the fact it's…
"I firmly believe that every crisis is a wake-up call... I believe this is our wakeup call to say that is it time to electrify our economy end to end and really make India an electro state." - Pratik Agarwal [00:03:05]
"The forecast is in the next 20 to 50 years, 10% of incremental capex will go into digital and software because what are we doing? We're just building…
"We almost had a 20th century in which communism doesn't appear in Russia and therefore in China or Korea Cuba Vietnam i mean there was almost a 20th century with no communism at all" - Douglas Brunt [00:00:47]
"One writer's footnote can be another writer's book and so in this case one of my own footnotes which was a sort of tangent piece about…
"What America has and which no other country has ever had to the same extent is it has soft power... it's selling modernity and freedom and if you work hard and if you graft you can be like Americans and you can live the American dream." - James Holland [00:00:00]
"History doesn't repeat itself because of course it can't because that was then and…
"our job is really to make money if markets are going up down left right or sideways and I'm often asked what our strategy is and really I answer it's to make money and not lose it" - Matt Heap [00:02:47]
"the human brain is still a very powerful instrument and combining that with technology to... help adjust and to see turns in the markets." -…
"For me it is a theme of the return of energy security that had really disappeared as a theme during COVID... it came back with the Russian invasion of Ukraine." - Dan Yergin [00:00:02]
"Once you decide security, resilience, self-sufficiency are important... all of those translate... into a more inflationary environment." - Dan Yergin…
"The history of physics can be told effectively as a kind of history of unifications." - Lex Fridman [00:00:58]
"Forgetting all of the mathematical symbols, you have an electricity side equals a magnetism side. Electricity equals magnetism, and that is a staggering concept." - Don Lincoln…
"The problem for us is we need things that the Iranian regime either refuses to deliver, cannot deliver, or cannot sustain over a period of time, and so we're sort of negotiating with ourselves at this point." - Stephen Kotkin [00:02:44]
"What a regime is—we think a regime is just a bunch of people at the top... but a regime is a society... 10…
Note: Video recorded live on May 6, 2026.
"The interesting twist in his argument is that what we're seeing now is we're ending up with a version of neoliberalism that's stripped of its international component." - Janet Gornick [00:02:07]
"The first sort of reduction of inequality between the countries has in some sense produced the conflict between China and the…