Best Jeffrey Lin Podcasts (2026)

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Polygenics and Machine SuperIntelligence; Billionaires, Philo-semitism, and Chosen Embryos – #102 1:00:12

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5d ago1:00:12

1:00:12

This is a two-part episode. The first ~30m covers the most important 2025 breakthroughs in polygenic embryo screening, while the second 30m focuses specifically on AI capabilities at the frontier of human knowledge. Both segments make predictions for 2026 and beyond. Links: Chinese billionaires, Philo-semitism, and the Chosen embryos: https://x.com…

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#74 | Investing Lessons from Analyzing 34 Companies | Deep Dives 2025 Recap | Part 3 19:46

5d ago19:46

19:46

One year. 34 companies. A handful of lessons every investor should internalize. This episode extracts the recurring themes and investing lessons that surfaced across 2025. Wishing you a healthy and successful 2026. Support the show You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagram ⁠@The Dutch Investors⁠ Become a…

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#73 | What 1600 hours of Deep Dives in 2025 taught us | Investing Lessons | Part 2 21:43

1d ago21:43

21:43

In Part 2 of our 2025 recap, we dig deeper into the invisible mechanics that separate good businesses from great investments. We explore why so-called 'safe' strategies can sometimes be the riskiest moves of all, how the psychology of the ultra-wealthy defies economic rules, and why the most powerful moats are often found in the unsexiest industrie…

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#72 | Cellebrite Deep Dive | Unlocking the truth in digital investigations w/ Heavy Moat Investments 53:58

3d ago53:58

53:58

Is your phone ever truly locked? Today, we step into the secretive world of digital forensics to analyze Cellebrite ($CLBT), the Israeli company that helps law enforcement agencies worldwide access data from locked mobile devices. I’m joined by Niklas from Heavy Moat Investments for a thorough deep dive into this unique SaaS company. We trace Celle…

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#71 | Investing Lessons from 34 Stock Deep Dives | What 1600 hours of research taught us | 2025 Recap | Part 1 20:00

8d ago20:00

20:00

Since starting The Dutch Investors, we’ve completed over 70 deep dives. But 2025 was different. We spent 1,600 hours analyzing 34 specific companies to refine our investing universe. In this series, we are sharing the output of that massive project. In Part 1 of this special 3-part series, we are opening up our research notes to share the biggest l…

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#70 | Thoughts on Nintendo | The Switch 2, Pokémon & the Power of IP w/ Secret Sauce Investing 56:25

11d ago56:25

56:25

Follow Secret Sauce Investing on Substack Nintendo is one of those companies everyone knows. In this episode, we take a look at what’s driving Nintendo today, what the launch of the Switch 2 means and why its intellectual property might be both its greatest strength and its biggest constraint. This is a deep dive for anyone who grew up with Nintend…

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Theoretical Physics With Generative AI – #101 1:12:44

19d ago1:12:44

1:12:44

All but the last 20 minutes of this episode should be comprehensible to non-physicists. Steve explains where frontier AI models are in understanding frontier theoretical physics. The best analogy is to a “brilliant but unreliable genius colleague”! He describes a specific example: the use of AI in recent research in quantum field theory (Tomonaga-S…

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#69 | The Rise of China | Interview w/ John Lin 1:26:02

7d ago1:26:02

1:26:02

Due to problems with the RSS feed, this episode was re-uploaded. Follow John Lin on LinkedIn In this conversation, John Lin shares his insights on the rise of Chinese e-commerce and its impact on global markets. He discusses his background in innovation sciences and his journey in the e-commerce industry, highlighting the differences between Chines…

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#68 | 5 lessons from history on things that never change | Same as Ever - Ep. 1 18:03

7d ago18:03

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Due to issues with the RSS feed, we re-uploaded our episode. In #68 – Things that never change | Same as Ever, Ep. 1, we start a short series based on one question: what still holds true, no matter how much the world changes? Instead of guessing what comes next, this episode looks at human behavior, risk, and decision-making through a longer lens. …

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Jeffrey Epstein, Israel, and Elite Power, with Murtaza Hussain – #100 1:03:14

1M ago1:03:14

1:03:14

Murtaza Hussain is a reporter for Drop Site News, which has broken important stories based on recently obtained Epstein emails. Hussain reports that Epstein had an “extensive relationship with Israeli intelligence, U.S. intelligence and the intelligence agencies of other countries, as well... He was a dealmaker and a fixer at a very, very elite lev…

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#67 | Lessons from the Wright Brothers | Patience, progress & the compounding of conviction 7:51

28d ago7:51

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Imagine inventing something that changes the world, and no one notices. A story of failure, patience, and conviction. This episode unpacks one of history’s greatest breakthroughs, and what it reveals about success, timing, and the way progress happens. Sometimes, the biggest revolutions begin in complete silence. Support the show You can also find …

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Jian Lian on China's Industrial Policy and Global Strategy – #99 1:12:43

2M ago1:12:43

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Jian Lian is an expert on China's political economy, industrial development, and technological development. He graduated from Peking University with a bachelor's and master's degree in economics. Starting out as an industry analyst at a Chinese investment bank, he participated in the "Made in China 2025" initiative as a Chinese venture capitalist, …

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#66 | Lesson from Charlie Munger and Warren Buffett on value investing | Superinvestors Ep. 1 21:44

1M ago21:44

21:44

In this first episode of our Lessons from the Superinvestors series, we explore how Warren Buffett and Charlie Munger think about (value) investing. We revisit some of their timeless principles and dive into what value investing really means, straight from their own words. Support the show You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The…

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#65 | Liquor, Ladies & Leverage | The three L’s that ruin great men 13:48

2M ago13:48

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It’s one of Charlie Munger’s most famous warnings, and for good reason. In this episode, we talk about the three temptations that have destroyed more careers, fortunes, and reputations than bad luck ever could. What separates those who keep their heads from those who lose it all? Support the show You can also find us on: X ⁠@DutchInvestors⁠ Substac…

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#64 | Alphabet Deep Dive | Other bets & Valuation w/ Secret Sauce Investing | Part 2 23:06

2M ago23:06

23:06

In this second half of our conversation with Sonny from Secret Sauce Investing, we wrap up our 90-minute deep dive into Alphabet by tackling the parts most investors overlook: Waymo, Other Bets, and valuation. We break down whether autonomous taxis could become Google’s next multi-billion-dollar business, how to think about Alphabet beyond just sea…

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Scott Horton on the Russia Hoax and Ukraine War – #98 1:25:35

2M ago1:25:35

1:25:35

Scott Horton is the author of Provoked: How Washington Started the New Cold War with Russia and the Catastrophe in Ukraine. Horton is a libertarian and anti-war activist. He and Steve discuss the Russia Hoax and its connection to American foreign policy, in light of new evidence that has emerged since the first Trump term. Scott’s book: https://www…

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#63 | Alphabet Deep Dive | Will AI destroy Google’s search empire? w/ Secret Sauce Investing 1:06:43

2M ago1:06:43

1:06:43

Google helped spark the modern AI revolution. Yet today, many believe it’s been overtaken by younger, scrappier rivals. How did the original AI pioneer end up playing defense? We explore what Google really has under the hood and whether its position is misunderstood, or genuinely in danger. Follow Secret Sauce Investing Support the show You can als…

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#62 | Interview w/ Nedap CEO Ruben Wegman | The end of an era 42:49

2M ago42:49

42:49

After 16 years leading Nedap, CEO Ruben Wegman is preparing to step aside out of necessity. Diagnosed with Parkinson’s disease in 2018, Ruben has decided it’s time to hand over the reins of one of the Netherlands’ most respected technology companies. In this conversation, Ruben reflects on his journey, from joining Nedap in the 1990s to transformin…

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#61 | 3 Lessons from Prosus and Tencent | The art of capital allocation 13:17

2M ago13:17

13:17

Prosus is one of the most misunderstood companies in Europe, a Dutch holding giant whose fortune is tied to Tencent, one of China’s most powerful tech empires. In this episode, we unpack what happens when a great asset sits inside a complex structure, why the market discounts it, and what investors can learn from it. Three timeless lessons on capit…

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AIs Win Math Olympiad Gold: Prof. Lin Yang (UCLA) – #97 50:43

2M ago50:43

50:43

Lin Yang is a professor of computer science at UCLA. Recently, he and his collaborator built an AI pipeline using commercial models such as Gemini, ChatGPT, and Grok that performed at the gold medal level on International Mathematics Olympiad problems. Steve and Lin discuss this research, which relies on "verifier-refiner" LLM instances and large t…

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#60 | Adyen Deep Dive | Who will win in payments? | By TDI-founders Bouke and Mathijs 1:17:29

3M ago1:17:29

1:17:29

Become a TDI-member! Use code: GIFT50 on checkout for 50% discount (for life!) -- Adyen has delivered a 14% CAGR since going public in 2019. Operating in one of the fastest growing markets with the potential for extremely high profitability. So we were wondering whether this was a hidden gem we've been looking for... Basically, operating in our own…

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#59 | Cake Box Deep Dive w/ Paul Zbikowski | Sweet economics 1:00:15

3M ago1:00:15

1:00:15

In this episode, we sit down with Paul Zbikowski (Bebop Value) to talk about Cake Box, the UK-based, egg-free celebration cake franchise that’s built one of the most unique niche businesses in the market. Paul shares insights from his deep research and on-the-ground visits to over 60 Cake Box stores. We discuss what makes the company unique, how it…

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The Global AI Race: Z.ai and the View from Beijing — #96 1:06:35

3M ago1:06:35

1:06:35

Zixuan Li is Director of Product and genAI Strategy at Z.ai. He was educated at Renmin and Tsinghua University in China, and at MIT and Carnegie Mellon. Z.ai has released frontier open source LLMs but is largely unknown in the West except among AI experts. Steve and Zixuan discuss the AI race from the perspective of a startup in Beijing. https://ch…

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236 | A FULLER sermons Update 1:10

3M ago1:10

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We're excited to share that Fuller sermons have a new home on YouTube. Follow Fuller Seminary Live to view Fuller Seminary's chapel, and other services and events,l both live streamed and recorded. Thank you to our FULLER sermons listeners for joining us—and continuing to join us—as we experience worship and the word together with the Fuller commun…

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#58 | From caveman to capitalism | An (im)perfect system 16:05

3M ago16:05

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In this episode, we zoom out and look at the big picture, from cavemen rubbing stones together to the global web of technology that lets you play Fortnite with strangers across the world. Along the way, we talk about capitalism: the imperfect system that drives so much of our progress. It’s not always fair, and it’s definitely not flawless, but it …

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#57 | Palantir decoded | AI king or selling smoke? w/ Type-F Capital 1:33:16

3M ago1:33:16

1:33:16

In this episode, we dive deep into the world of Palantir, with Palantir expert Emir, from Type-F Capital. We explore what sets this data analytics specialist apart from the rest. You'll also discover how Palantir's dual-platform approach, with Foundry for commercial clients and Gotham for government agencies, allows for tailored solutions that maxi…

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Seeking Truth From Facts: Weeks Where Decades Happen — #95 48:49

3M ago48:49

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This episode is a co-release with the Seeking Truth From Facts podcast: https://substack.com/@seekingtruthfromfacts The theme of this episode derives from Lenin: “There are decades where nothing happens; and there are weeks when decades happen.” ― Vladimir Ilyich Lenin Steve and Alf discuss: (00:00) - Introduction (01:32) - China Victory Day Parade…

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#56 | New rules of competitive advantages and competition | Moats & Marathons w/ Jeffrey Towson 1:45:54

4M ago1:45:54

1:45:54

Join us for a fascinating conversation with Jeffrey Towson. He's a leading expert on competitive advantages and digital business, and he's had a front-row seat to this incredible environment for over two decades. He's worked and lived across the US, China, and the Middle East, giving him unique insights into some of the world's most innovative tech…

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#55 | Inside Adyen's HQ | About its moat, culture and competition | An interview w/ Tarik Manfrinato and Maggie O'Donnell 34:05

4M ago34:05

34:05

After going to Adyen's annual shareholder meetings for years, our analyst Bouke got invited to visit the HQ in Amsterdam, look around, talk to employees and even record a podcast! This was a rare opportunity to talk with Adyen's Corporate Communications and Investor Relations inside its HQ. In this episode, we share some insights about the Adyen's …

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Kyle Chan on the Future of US-China Competition — #94 1:10:51

4M ago1:10:51

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Kyle Chan is a Postdoctoral Research Associate and Lecturer in Sociology at Princeton University. His research focuses on industrial policy, clean technology, and infrastructure with a regional focus on China and India. He is currently working on a book on Chinese industrial policy that aims to explain how China came to dominate certain industries …

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#54 | Serial acquirers & holding companies w/ Michael Gielkens 1:21:05

4M ago1:21:05

1:21:05

We couldn’t avoid it any longer. Michael Gielkens, co-founder of Tresor Capital, is one of the most requested guests, thanks to his long-term and down-to-earth perspective, but above all, because of his unique insights on serial acquirers and holding companies. Some of the topics we cover in this episode: What sets serial acquirers and holding comp…

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#53 | The AI-bubble 🫧 14:25

4M ago14:25

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We just finished watching an outstanding piece from Dutch television on the global AI race and how it might play out, according to economist Andy Xie. Source: 1. (Dutch) VPRO Tegenlicht w/ Andy Xie 2. (English) Clarke and Dawe - Quantitative Easing Support the show You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagr…

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Joleen Liang: 40M+ kids educated by adaptive AI — #93 59:07

4M ago59:07

59:07

Dr. Joleen Liang is Co-founder of Squirrel AI, which pioneered adaptive learning at scale, first in China and now in the US. By 2021 its technology had served over 60,000 public schools in 1,200 cities across Asia. Squirrel AI has implemented large knowledge graphs mapping out the main concepts in the K-12 math, science, and language curriculum. Th…

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#52 | Bear, base & bull case for global spirits | Uncorked w/ Secret Sauce Investing 47:36

5M ago47:36

47:36

In this episode of The Dutch Investors Podcast, we welcome back Sonny from Secret Sauce Investing to unpack the turbulence shaking the global spirits industry. From Diageo and Pernod Ricard to Campari, Brown-Forman, and even China’s behemoth Maotai, we explore why share prices have stumbled, whether the headlines are overblown, and if there’s a lon…

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#51 | Value investing in the digital age, earnings power & tech moats | Interview w/ Adam Seessel 1:12:36

5M ago1:12:36

1:12:36

In this episode, we sit down with Adam Seessel, author of Where the Money Is and Founder and Managing Member, Gravity Capital Management, to unpack how value investing has evolved in the digital age. Adam shares his personal journey from journalism to Wall Street, and how it shaped his unique approach to investing. We dive into his "Value 3.0" fram…

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Max Dama on HFT: Millisecond Algos and Bid/Ask Dynamics — #92 54:46

5M ago54:46

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Max Dama is the co-chairman of Headlands Technologies LLC, a global quantitative proprietary trading firm headquartered in Chicago, with offices in New York, Austin, London, Amsterdam and Singapore. He earned a B.A. in Mathematics, Statistics, Computer Science, and Business from the University of California, Berkeley. A generation of quants know Ma…

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#50 | LVMH Deep Dive | True luxury or premium? w/ Secret Sauce Investing 1:22:43

5M ago1:22:43

1:22:43

As many of our TDI members know by now, Siem has a soft spot for luxury businesses. Not necessarily because of the value they add to society (that’s up for debate), but more for what goes on behind the scenes: the psychology, the anti-marketing principles, the rich history, and all the intricate layers that make these companies so fascinating. In t…

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#49 | The shared playbook of LVMH and Constellation Software 10:33

5M ago10:33

10:33

At first glance, LVMH and Constellation Software couldn’t be more different, one sells champagne and handbags, the other sells municipal tax software. But underneath, they share a surprisingly similar strategy. In this episode, we break down how both companies use the same disciplined playbook to scale without losing their touch. Support the show Y…

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#48 | Quality investing, optionality and conviction | Interview w/ Ryan Henderson 1:06:58

5M ago1:06:58

1:06:58

In this episode, we sat down with Ryan Henderson; investor, podcaster, and Head of Research at FinChat. Many of you might know him from Chit Chat Stocks or the AUM Podcast, but today, dive into (quality) investing. Here’s what we talk about in this episode: Quality investing Pros and cons of running a fund How to spot compounders The role of ethics…