Best Chip Damage Podcasts (2025)

1
Brad Setser on the Big Surge in the Taiwanese Dollar 29:11

19m ago29:11

29:11

There are several markets that have really settled down since the tumult of early April. But strange, unusual things are still popping up, particularly in the currency space. Over the last few days, we've seen a huge surge in the Taiwan dollar. This is important, in part, because Taiwanese life insurance companies are major buyers of US dollar asse…

1
20VC Exclusive: Why Mega Platforms Will Win in VC | Why You Cannot Do VC If You Do Not Do Pre-Seed | Why Market Sizing is BS | Where Will Foundation Models Build/Buy Apps vs Where Will They Not with Bucky ... 1:05:07

20h ago1:05:07

1:05:07

Bucky Moore is a Partner @ Lightspeed Venture Partners, announced exclusively in the show today on 20VC. Prior to Lightspeed, Bucky spent an incredibly successful 7 years at Kleiner Perkins working with Mamoon Hamid to build one of the most successful early stage firms of the last decade. Bucky has made investments in the likes of Prisma, Netlify, …

1
Henry Blodget on AI, Dot-Coms, and What's Changed In 25 Years 54:47

1d ago54:47

54:47

What does history say about how big the AI boom can get, and who will ultimately win out? When does a boom turn into a bubble that turns into a bust? On this episode of the podcast, we speak to Henry Blodget, the founder of Business Insider (and Joe's old boss there). In the late '90s, Henry was one of the most well-known Wall Street analysts cover…

1
Chris Hughes on How to Craft a Thriving Market 53:38

3d ago53:38

53:38

Over the last several years, both parties in the US have been drifting away from laissez-faire thinking about the economy, and more towards the view that the state has an active role in shaping markets. You have Republicans talking about stricter anti-trust and sovereign wealth funds, and of course Democrats embracing things like industrial policy …

1
20Sales: Sierra: Inside Silicon Valley's Fastest Growing Sales Machine & How to Prospect, Outbound and Close Enterprise Deals in AI 1:07:19

4d ago1:07:19

1:07:19

Reggie Marable is the Head of Global Sales at Sierra, a conversational AI platform for businesses. Sierra enables companies like ADT, Sonos, SiriusXM, and WeightWatchers to build AI agents that transform customer experiences. The company has rapidly become a hypergrowth leader in Silicon Valley, recently securing a funding round that values it at $…

1
What The 'Lentil King of Saskatchewan' Knows About World Trade 52:03

4d ago52:03

52:03

We don't know what the end state for the tariffs are going to be, but inevitably there will be some shifts in the way that goods and dollars flow around the world economy. Of course, some parts of the economy are always subject to changing rules around subsidies and tariffs, and that's particularly true in agriculture. On this episode of the podcas…

1
Blackstone's King of Hedge Funds on Alt Investing Right Now 47:11

5d ago47:11

47:11

Everyone knows by now that college endowment funds have gone big on alternative investing, pouring billions of dollars into private equity and hedge funds. But that investing model now seems to be under pressure and there are reports that Ivy League institutions like Yale and Harvard are looking to unload some of their more illiquid investments. So…

1
20VC: Why Fund Returners Are Not Enough Anymore | Why Sequoia Had the Best Strategy at the Worst Time | What it Takes to Be Good at Series A and B Today | Benchmark Leads Manus Round: Should US Funds Invest ... 1:24:57

5d ago1:24:57

1:24:57

In Today’s Episode We Discuss: 03:56 Why The Risk Lever Has Been Turned Higher than Ever in VC 06:04 Why IRR is the Hardest Thing to Control 09:36 Is Lack of Liquidity Short Term Temporary or Long Term Structural 12:17 Why Fund Returners Are Not Good Enough Anymore 16:03 Sequoia: The Best Strategy at the Worst Time 26:30 What it Takes to be Good at…

1
Some of America's Most Important Economic Data Is Decaying 47:23

6d ago47:23

47:23

Gathering official economic data is a huge process in the best of times. But a bunch of different things have now combined to make that process even harder. People aren't responding to surveys like they used to. Survey responses have also become a lot more divided along political lines. And at the same time, the Trump administration wants to cut ba…

1
What We Learned About Treasuries on the Night of April 8 43:25

8d ago43:25

43:25

When stocks are plunging in a typical market environment, people reach for safe haven assets like US Treasuries. But we've seen that phenomenon break down more and more. It broke down in a sustained way during the intense inflation of 2022. And it's been breaking down again, in an acute way, since President Trump's so-called "Liberation Day." On th…

1
20VC: VCs are Spreadsheet Monkeys and are Commoditised | Why Fees and Carry Misalign GPs and LPs | Why Founders Will Realise Multi-Stage Funds Damage Seed Rounds | Why We Need European Sovereignty More ... 58:26

8d ago58:26

58:26

Taavet Hinrikus is a Partner at Plural, the early-stage fund that backs the most ambitious founders on a mission to change the world through technology. He co-founded Wise in 2010, where he was CEO and later Chairman, which went public in the first-ever direct listing in Europe in 2021. Prior to that, Taavet was Skype’s Director of Strategy until 2…

1
Lots More on How TikTok Options Traders Got Quiet 21:33

10d ago21:33

21:33

Over the last few years, retail traders have gotten into options in a major way. Selling puts, buying calls, trading volatility — what used to be the domain of niche experts engaged in practical hedging has exploded into the public sphere. And there was a lot of easy money during a time when every dip was bought, and stocks mostly just went up. But…

1
Anna Wong: Empty Shelves Are Coming Soon 23:49

11d ago23:49

23:49

If you look at most of the official hard data right now, there still isn't much evidence of a sharp downturn. Sure, all the surveys are abysmal, but the actual measures of economic activity are ok. But there is already data showing something severe is happening, and that can be seen in the volume of cargo flowing from China to the US. Of course, th…

1
20Growth: Inside Kraken’s $1.5BN Growth Playbook: What Works, What Doesn’t and What No Founders Understand About Growth That Will Change Their Company with Mayur Gupta 52:50

11d ago52:50

52:50

Mayur Gupta is currently the CMO at Kraken, one of the largest crypto platforms in the world. Prior to that, he lead Marketing, Business Transformation and Growth at Gannett - USA Today Network, led Growth at Spotify and was the CMO at Freshly which eventually got acquired by Nestle. He was the first ever Chief Marketing Technologist at Kimberly Cl…

1
David Woo: What Trump Started is Worse Than a Trade War 45:23

12d ago45:23

45:23

For the most part, Americans haven't felt much pain yet from the tariffs that Donald Trump introduced (and then partially walked back) on April 2. The damage is highly visible in financial markets, but for the moment, shelves remain stocked, inflation measures have remained muted, and there hasn't been a significant wave of layoffs in official data…

1
20VC: OpenAI's $3BN Acquisition of Windsurf: The Breakdown | Are Endowment Funds F******* & How LP Deployment to Venture Will Change in 2025 | Why Revenue Multiples are BS, The Rise of AI Rollups and Multi ... 1:25:42

12d ago1:25:42

1:25:42

In Today’s Show We Discuss: 04:49 Breaking Down the $3BN Windsurf Acquisition 06:18 Why Sam Altman is Playing a Master Game 12:40 Why Multi-Stage Funds are Destroying Seed Managers 21:52 Are Endowment Funds F****** 27:38 What Would Rory Do If He Was CFO of an Ivy League Endowment Fund 43:38 The Denominator Effect and It’s Impact on Venture Allocati…

1
Big Take: What a Bacon, Egg and Cheese Teaches Us About the Economy 20:12

13d ago20:12

20:12

When it comes to measuring economic pain, the cost of a humble breakfast sandwich might not be top of mind. But Bloomberg has an index that tracks the rising cost of a bacon, egg and cheese sandwich, plus a cup of coffee. And this year, it’s reached record highs.On today’s Big Take podcast, we hear from people up and down the BEC supply chain — fro…

1
This Is What President Biden's CHIPS Office Actually Did 44:05

13d ago44:05

44:05

One of the stated goals for the current trade war is to build more industrial capacity in the United States. So far there doesn't seem to be much of it happening. In fact, all of the manufacturing surveys (and all evidence) so far suggests the reverse. But not that long ago there was a concerted effort to build more factories in the United States. …

1
20VC: Do Rich Founders Make Better Founders | The Best Performing Fund Would Only Back YC Founders on Their Second Time | Why SPACs Will Come Back | Why Short Sellers Should Be Banned | Is Trump Better ... 58:35

15d ago58:35

58:35

Jason Wilk is the Founder and CEO of Dave, the greatest turnaround in the public markets of the last 12 months. Dave went public with a market cap of $4BN, just months later the company had a market cap of $50M. Today, they are back with a market cap of $1.1BN. In 2024, CNBC named Dave the best-performing financial stock in the country, achieving 9…

1
Martin Wolf on Trump's Shakeup of the Global Order 58:57

15d ago58:57

58:57

Martin Wolf has been called one of the world's most important economics commentators, and has for decades written in columns and his own books about the evolution of the global economy, chronicling the rise of globalization and the subsequent pushback to liberal trade. And he's had a lot to write about in recent weeks. President Trump's unveiling o…

1
Here's Why Uncertainty Is An Economic Killer 9:48

16d ago9:48

9:48

Here's Why is Bloomberg’s short explainer podcast, where we take one big news story and break it down in just a few minutes—with help from our experts across the newsroom. We're dropping into your feed with a special episode featuring Joe Weisenthal, co-host of Bloomberg’s Odd Lots podcast, who joined us while in London. In this episode: The near-d…

1
Why the Pentagon Fails Audits Year After Year After Year 38:54

17d ago38:54

38:54

Last year, it was announced that the US Department of Defense had failed an audit for its seventh straight year, indicating an ongoing inability to track its hundreds of billions of dollars in spending and inventories. Why does this keep happening? Why does the Pentagon get audited in the first place? And what can be done to fix it? On this episode…

1
20VC: Foundation Models: Who Wins & Who Loses | How Economies and Labour Markets Need to Change in a World of AI | China vs the US in an AI Race: What You Need to Know | Rich Socher, Founder @ You.com 1:03:57

18d ago1:03:57

1:03:57

Rich Socher is the Founder and CEO of You.com. Richard previously served as the Chief Scientist and EVP at Salesforce. Before that, Richard was the CEO/CTO of the AI startup MetaMind, which Salesforce acquired in 2016. He is widely recognised as having brought neural networks into the field of natural language processing, inventing the most widely …

1
Mitu Gulati on Whether Trump Could Restructure US Debt 37:36

18d ago37:36

37:36

US Treasuries are the most important market in the world. With some $29 trillion outstanding, they create the benchmark that informs basically every other type of borrowing. Any changes to how the bond market works would be a massive deal. But lately, there's been a lot of chatter about how the Trump administration could radically restructure and r…

1
Is This the End of the US Exceptionalism Trade? 38:07

19d ago38:07

38:07

For years and years now, there has been one winning trade: Go long the US versus the rest of the world. Thanks to tech dynamism and general pro-growth US macro policies, American assets have far outstripped their global peers. Of course, there have been some bumps along the way, but they've usually been global bumps. The financial crisis in 2008-20…

1
20VC: Why Seed is for Suckers | a16z's $20BN Fund & Founders Fund's $4.6BN: What Makes Them So Good | Why Josh Kushner Is the Master of Venture Capital Strategy | Why Extended Private Markets Screw US ... 1:29:27

19d ago1:29:27

1:29:27

Jason Lemkin is one of the leading SaaS investors of the last decade with a portfolio including the likes of Algolia, Talkdesk, Owner, RevenueCat, Saleloft and more. Rory O’Driscoll is a General Partner @ Scale where he has led investments in category leaders such as Bill.com (BILL), Box (BOX), DocuSign (DOCU), and WalkMe (WKME), among others. In T…

1
Javier Blas on China's Rare Earths Dominance 30:36

21d ago30:36

30:36

Every time there is tension between the US and China, there are stories about China threatening to withhold exports of rare earth metals, which are supposedly crucial for all kinds of advanced technologies. In this episode, recorded in Bloomberg's London studio, Bloomberg Opinion columnist Javier Blas helps us clear up some misconceptions about the…

1
What an American Stove Maker Wants You to Know About US Manufacturing 38:35

22d ago38:35

38:35

One of the ironies of the tariffs is that, while ostensibly the goal is to reshore US manufacturing, it's actually been US makers of physical goods themselves that have warned about the damage that trade barriers can cause. Or, to put it another way, if we really want to see more domestic US production in order to decouple from China, then perhaps …

1
20VC: Benchmark's Victor Lazarte on Why Portfolio Construction is BS| Why SaaS Spreadsheet Investing is Dead | Why China is a Stabilising Force for the US | Three Traits All the Best Founders Have & The ... 1:07:13

22d ago1:07:13

1:07:13

Victor Lazarte is a General Partner @ Benchmark, one of the mot renowned venture firms in the world. At Benchmark, Victor has led deals into the likes of HeyGen and Mercor. As an angel, he was the first investor and board member of Brex, and as a Founder he scaled Wildlife Studios, bootstrapping into the largest gaming company in LatAm, with about …

1
Introducing: Stock Movers 6:20

23d ago6:20

6:20

Check out the new Stock Movers Podcast from Bloomberg. Subscribe for five-minute episodes on today's winners and losers in the stock market. Listen on Apple: https://apple.co/4kJ43ON Listen on Spotify: https://tinyurl.com/mr385jv6 Listen on other platforms: https://link.podtrac.com/h0zn7xir See omnystudio.com/listener for privacy information.…

Podcasts Worth a Listen

Chip Damage Podcasts

Podcasts Worth a Listen