| Oct 13 | FSD: What is the Moat? |
| Oct 10 | Non-Consensus Investing: The AI Roll-Up of Main Street |
| Oct 6 | FSD_FSD- Agents, Rates, and David Grusch |
| Sep 22 | FSD: Agents vs Computers |
| Sep 16 | FSD: The Erebor Arbitrage / Canada |
| Sep 16 | FSD: Anthropic Wants to ‘Slow it Down’ |
| Sep 11 | FSD: Bessent vs The Bond Market |
| Sep 9 | FSD: Thoughts on AGI |
| Sep 7 | FSD: Are Semis Back? |
| Sep 4 | FSD: Legacy Brands in Decline |
| Sep 3 | Anthropic Is Targeting a $30 Trillion Market |
| Sep 2 | FSD: Public vs Private Markets |
| Aug 28 | FSD: The Next Phase of the AI |
| Aug 27 | FSD: Nvidia |
| Aug 19 | FSD: My Visit to Anthropic & The State of VC |
| Aug 18 | FSD: The Sports Team Tax Shield |
| Aug 17 | FSD: Who Cut the Watermelon |
| Aug 14 | FSD: Winners Keep Winning |
| Aug 13 | FSD: Relationships Matter & Momentum |
| Aug 12 | FSD: Lender of Last Resort |
| Aug 8 | FSD: Travis Kalanick |
| Aug 7 | FSD: The Kids Will Be All Right |
| Aug 6 | FSD: Gestalt Shift |
| Aug 5 | FSD: We’re So Back |
| Aug 5 | Non-Consensus Investing: Ladies, Leverage and Leopold |
| Aug 4 | FSD: Citadel vs Leopold |
| Aug 3 | FSD: Apple and China’s Moonshot |
| Jul 31 | FSD: Ladies Liquor and Leopold |
| Jul 30 | FSD: Microsoft Earnings & Next Phase of AI |
| Jul 29 | FSD: Major Chord & Minor Chord |
| Jul 28 | FSD: Nvidia is Lender of Last Resort |
| Jul 21 | FSD: Quality Compounders Are Back |
| Jul 16 | FSD Relentless Offense |
| Jul 14 | FSD Bank Earnings, Microsoft vs OpenAI |
| Jul 10 | FSD: Peptides and Personalized Medicine |
| Jul 9 | FSD: Peptides & Harlaan |
| Jul 8 | FSD: The War of Thug |
| Jul 7 | FSD: The Return of Quality |
| Jul 4 | The American Bicentennial and Leadership Lessons from World War II |
| Jul 1 | FSD: The Compliance Gene |
| Jul 1 | FSD: Jane Street |
| Jun 27 | FSD: Not In My Backyard |
| Jun 27 | FSD: The Great Rotation |
| Jun 25 | FSD: The Show Goes On! |
| Jun 18 | FSD: Inflation is a Choice |
| Jun 17 | FSD: Building the Next Silicon Valley |
| Jun 16 | FSD: Let’s Make a Deal |
| Jun 4 | FSD: How to Raise Venture Money |
| Jun 3 | FSD: Google and SpaceX IPOs |
| Jun 3 | How AI Will Transform Investing |
