I have listened to almost every episode of this show since it’s inception. Out of over a hundred episodes here is a list of my all-time favorite episodes going back in chronological order. I will keep adding to this list as time goes on, so check back for updates!
There are over-time exclusive paid subscriber additions to every episode equally good as the main episodes themselves. I highly recommend the paid subscription to access this extra content.
Episode 229: Jan 14, 2022
Why Did the Future Arrive First in Russia? | Peter Pomerantsev
Episode 220: Nov 15, 2021
What Happened to the American Economy & How to Fix It | Julius Krein
Episode 181: Mar 1, 2021
Silicon Valley’s Ultimate Exit: Arguments for and Against the Network State | Balaji Srinivasan
Episode 171: Jan 4, 2021
The problems with cryptocurrency idealism. The history of law and property/IP rights.
Legal contracts only make sense on a large scale when enforceable by the state.
The state gains it’s fiat legitimacy by tying itself value wise to the productivity of the economy.
Why a society based on the idea of Merit – (Hard work pays off and the rewards are justified) is a flawed premise.
Success has two other prime variables that are not “hard work” dependent:
Natural Ability/Skill – Character Aptitude
Timing – That Skill is valued by society at that point in time
He makes the point that no matter how hard he(Michael) worked he will never be as good as LeBron in basketball. LeBron only makes millions now, because society values basketball in the present time, his skill would not have made him in a millionaire had be born in the 1600’s.
“Trade Wars Are Class Wars” – This is the best podcast I have ever heard that dives deep into what is causing global wealth inequality and much of the instability that currently is at the heart of most financial systems. I highly recommend the full 2 hours! I just bought his book too!
Peter Zeihan provides some of the best geopolitical analysis. I bought his recent book Disunited Nations and although I fundamentally disagree with the books primary future prediction premise; that political instability of the future will be driven by lack of naval ship protection , everything else is great. Especially the historical analysis.
Demetri Kofinas speaks with investor Raoul Pal about the future of global money in a multi-polar world. This leads to a discussion about Bitcoin, Libra, and alternative forms of money that could outcompete and eventually supplant the currencies issued by sovereign governments. Additional topics include debt, demographics, gold, and more.
Demetri Kofinas speaks with investor and author Ben Hunt, about the power of narrative and how it is used to shape and control our behavior as investors. This episode also includes a series of discussions about the legacy of the 2008 financial crisis, identitarian narratives, three-body problems, and crypto ideology.