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Barbell Insights

Qualitative research software for people tracking markets, companies, and operators.

Barbell turns longform podcast coverage into searchable entity timelines, alerts, and research context so you can find what matters without replaying every episode.

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Episodes

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DatePodcastTitleTranscript
May 1All-In with Chamath, Jason, Sacks & FriedbergOpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide CrazeAll-In with Chamath, Jason, Sacks & FriedbergRead transcriptRead transcript
May 1SemiAnalysis WeeklyEp. 010 - How Much Do GPUs Really Cost, and Where Does the Value Go? (AI Cloud TCO) | Jordan Nanos, Dan Nishball, Kang Wen Cheang, Zane FongSemiAnalysis Weekly
May 1No Priors: Artificial Intelligence | Technology | StartupsBaseten CEO Tuhin Srivastava on the AI Inference Crunch, Custom Models, and Building the Inference CloudNo Priors: Artificial Intelligence | Technology | StartupsRead transcriptRead transcript
May 1The Joe Rogan Experience#2493 - Protect Our Parks 16The Joe Rogan Experience
May 1Monetary Matters with Jack FarleyWhy Fundamentals Fail the New Economy | Jacob Pozharny on “Sentiment” Analysis’ Role in New Economy StocksMonetary Matters with Jack FarleyRead transcriptRead transcript
May 1Goldman Sachs ExchangesRiding the AI WaveGoldman Sachs ExchangesRead transcriptRead transcript
May 10xResearchBuilding a Fully Onchain Exchange: Inside World Markets | Aurelius & Hersch0xResearch
May 1EmpireBig Tech Earnings, DeFi United and Pump Fun’s Token BurnEmpire
May 1BanklessROLLUP: $120 Oil vs New Highs | AI Boom Masks War | IPO Top Signal | DeFi BailoutBankless
May 1The a16z ShowBalaji and Taylor Lorenz on AI and MediaThe a16z ShowRead transcriptRead transcript
May 1On The Brink with Castle IslandWeekly Roundup 05/30/26 (DeFi's worst ever month, PTJ on Bitcoin, quantum canaries) (EP.718)On The Brink with Castle IslandRead transcriptRead transcript
May 1Sharp Tech with Ben ThompsonAWS History and Trainium’s AI Future, OpenAI Makes a Deal With Microsoft, Meta and the Future of Wearable DevicesSharp Tech with Ben ThompsonRead transcriptRead transcript
May 1Prof G MarketsThe Case for AI Optimism — ft. Reid HoffmanProf G Markets
May 1Bell CurveWhy Investable Tokens Need Real Disclosures | RoundupBell CurveRead transcriptRead transcript
May 1Odd LotsHow Taiwan Became the World's Most Perilous Geopolitical ChokepointOdd LotsRead transcriptRead transcript
May 1Monetary Matters with Jack FarleyJim Bianco on Division at the Fed and Jerome Powell’s Controversial Decision to StayMonetary Matters with Jack FarleyRead transcriptRead transcript
Apr 30Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryFSD: Animal Spirits & QualityLumida Wealth : Non-Consensus Invest Beyond the OrdinaryRead transcriptRead transcript
Apr 30MD MEETSReform UK’s Nigel Farage: Trump’s “crazy” courage & why Brexit failedMD MEETS
Apr 30The Joe Rogan Experience#2492 - Ari ShaffirThe Joe Rogan Experience
Apr 30UnchainedThe Chopping Block: Defi United’s “Bailout,” MegaETH’s KPI Vesting, and Prediction Market ChaosUnchained
Apr 30Monetary Matters with Jack FarleySpaceX IPO: Why This Hedge Fund Manager is Fading the Hype | Moez KassamMonetary Matters with Jack FarleyRead transcriptRead transcript
Apr 30BanklessMegaETH Token Launch with Co-Founders Shuyao and LeiBankless
Apr 30The a16z ShowWorkday’s Last Workday? AI and the Future of Enterprise SoftwareThe a16z ShowRead transcriptRead transcript
Apr 30Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryFSD: Big Tech EarningsLumida Wealth : Non-Consensus Invest Beyond the OrdinaryRead transcriptRead transcript
Apr 30Prof G MarketsRay Dalio: The World Order Has UnraveledProf G Markets
Apr 30Odd LotsBlackRock's Rob Goldstein on the Next Megatrends in FinanceOdd LotsRead transcriptRead transcript
Apr 30Forward GuidanceCentral Bank Control Is Breaking | Weekly RoundupForward Guidance
Apr 30The Acquirers PodcastMatthew Tuttle on his short $ARKK ETF $SARK, inverse Cramer, $UAD, $SPCI, $UFOD, $MSTU | S08 E15The Acquirers PodcastRead transcriptRead transcript
Apr 29Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryOpenAI Misses Revenue TargetLumida Wealth : Non-Consensus Invest Beyond the OrdinaryRead transcriptRead transcript
Apr 29UnchainedHow Microsoft Won the OpenAI Fight as Markets Rally on IranUnchained
Apr 29Forward GuidanceThe AI Bubble Is Widely Misunderstood | Steve HouForward Guidance
Apr 29Lumida Wealth : Non-Consensus Invest Beyond the OrdinaryTech EarningsLumida Wealth : Non-Consensus Invest Beyond the OrdinaryRead transcriptRead transcript
Apr 29Dwarkesh PodcastReiner Pope – The math behind how LLMs are trained and servedDwarkesh PodcastRead transcriptRead transcript
Apr 29The Joe Rogan Experience#2491 - Brian SimpsonThe Joe Rogan Experience
Apr 29UnchainedHow Microsoft Won in Its Revised Deal With OpenAIUnchained
Apr 29All-In with Chamath, Jason, Sacks & FriedbergCA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can WinAll-In with Chamath, Jason, Sacks & FriedbergRead transcriptRead transcript
Apr 29Bankless$200 Oil by June?—The Biggest Oil Shock in History | Rory Johnston on The Hormuz CrisisBankless
Apr 29Monetary Matters with Jack FarleyFrom Soros to Old Farm: How to Identify the Market’s Top Thematic Risk-Takers | Kieran Cavanna | Old Farm PartnersMonetary Matters with Jack FarleyRead transcriptRead transcript
Apr 29The a16z ShowThe Shift in Global Drug DevelopmentThe a16z ShowRead transcriptRead transcript
Apr 29Prof G MarketsData Center Debate: Are Energy Bills About To Explode?Prof G Markets
Apr 28Alpha ExchangeHari Krishnan, Head of Volatility Strategies at SCT Capital ManagementAlpha Exchange
Apr 28Goldman Sachs ExchangesHow Warsh Could Shape Fed PolicyGoldman Sachs ExchangesRead transcriptRead transcript
Apr 28The Joe Rogan Experience#2490 - RZAThe Joe Rogan Experience
Apr 28OpenAI PodcastEpisode 17 - What happens now that AI is good at math?OpenAI PodcastRead transcriptRead transcript
Apr 28UnchainedHow Morpho Survived a $300M DeFi Hack With Only $1M ExposureUnchained
Apr 28The a16z ShowJohn and Patrick Collison on Stripe's Growth, Agent Commerce, and the Future of SoftwareThe a16z ShowRead transcriptRead transcript
Apr 28Prof G MarketsThe Biggest IPO In History Isn’t What You Think It IsProf G Markets
Apr 28Invest Like the Best with Patrick O'ShaughnessyPaul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.469]Invest Like the Best with Patrick O'ShaughnessyRead transcriptRead transcript
Apr 27On The Brink with Castle IslandPluto (Harbor) on the fate of DeFi after KelpDAO (EP.717)On The Brink with Castle IslandRead transcriptRead transcript
Apr 27Cheeky PintWhat comes after smartphones, with Snap CEO Evan SpiegelCheeky PintRead transcriptRead transcript
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