Best Jim Altman Podcasts (2025)

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TIP778: How My Thinking About Investing Evolved in 2025 w/ Kyle Grieve 1:03:19

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10m ago1:03:19

1:03:19

Kyle discusses the most important investing lessons he learned in 2025.IN THIS EPISODE YOU’LL LEARN:00:00:00 - Intro00:03:01 - Why “strong convictions, weakly held” is one of the most powerful default frameworks00:09:05 - Why customer loyalty is an underappreciated signal of long-term business quality00:13:42 - Sleuthing a business00:17:15 - Why re…

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2025 In Review, 2026 Predictions — With Reed Albergotti 43:23

1d ago43:23

43:23

Reed Albergotti is the technology editor at Semafor. Albergotti joins Big Technology Podcast to break down which companies are best positioned in the coming year. We cover Meta’s superintelligence gamble, Google’s Gemini push, OpenAI’s model race, and the rise of AI companions. We also discuss Tesla’s self-driving moment of truth, Nvidia’s upside a…

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#631 - Free Magic 1:04:36

1d ago1:04:36

1:04:36

Theo is back with a special Christmas solo episode to talk about the time he and his siblings tried spying on Santa, the music inside a black heartbeat, and where you can find free magic . He also responds to some of your voicemails and gives a caller advice on how to propose. ------------------------------------------------ Tour Dates! https://the…

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TECH010: The Real Robotics Timeline w/ Ken Goldberg (Tech Podcast) 58:03

2d ago58:03

58:03

Ken and Preston examine whether robotics has lost its way, echoing Rodney Brooks’ concerns. They dissect the gap between AI language models and physical robotics, focusing on dexterous manipulation, tactile sensing, and visual feedback. IN THIS EPISODE YOU’LL LEARN:00:00:00 - Intro 00:02:37 - Why Ken agrees that robotics may have “lost its way” 00:…

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#630 - Stephen Wilson Jr. 2:34:21

3d ago2:34:21

2:34:21

Stephen Wilson Jr. is a musician and songwriter originally from southern Indiana. He was recently nominated for “New Artist of the Year” at the CMAs and his new single “Gary” is out now. Stephen joins Theo to talk about memories from the midwest growing up, his dad’s legacy as a boxer and man, and why it’s never too late to rewrite your own story. …

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RWH064: A Soulful Path To Stellar Returns w/ Nima Shayegh 2:00:25

5d ago2:00:25

2:00:25

William Green talks with Nima Shayegh of Rumi Partners about Lou Simpson’s investing wisdom and the power of ignoring noise to achieve outstanding returns. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:06:41 - How Nima Shayegh came to see investing as the ultimate intellectual adventure. 00:10:31 - Why investors must go beyond numbers to grasp …

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OpenAI’s Potential, Google’s Speedy Model, Copilot Hits Turbulence 42:02

5d ago42:02

42:02

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Recap of my Sam Altman interview 2) OpenAI's memory play 3) Deepening relationships between people and chatbots 4) Could an all-knowing AI assistant work? 5) Model vs. product revisited 6) OpenAI's enterprise play 7) The infrastructure bet 8) OpenAI's fo…

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TIP777: The 1999 Dot-Com Bubble w/ Clay Finck 1:10:23

7d ago1:10:23

1:10:23

In this episode, Clay explores the dot-com boom and bust through Roger Lowenstein’s book, Origins of the Crash. The book unpacks how distorted incentives, financial engineering, and speculative excess reshaped markets. By studying this period in market history, investors can better recognize recurring patterns in behavior, incentives, and speculati…

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Sam Altman: How OpenAI Wins, AI Buildout Logic, IPO in 2026? 59:52

7d ago59:52

59:52

Sam Altman is the CEO of OpenAI. Altman joins Big Technology Podcast to discuss OpenAI's plan to win in a tightening AI race. Altman dissects his company's strategy, where he sees OpenAI having an advantage, and where he expects his product lineup to go in 2026 and beyond. We discuss AI memory and personalization, the distribution vs. product debat…

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#629 - The Pursuit 1:03:29

7d ago1:03:29

1:03:29

Theo is back with a solo episode to talk about lesbian chauffeurs to heaven, unique monthly challenges, and why being an American isn’t a passive thing. He also reminisces on 2025 and responds to some of your voicemails. ------------------------------------------------ Tour Dates! https://theovon.com/tour New Merch: https://www.theovonstore.com ---…

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CNBC's Jim Cramer: Big Tech Hot Takes, NVIDIA $10 Trillion?, Building Wealth In Any Market 44:09

8d ago44:09

44:09

Jim Cramer is the host of CNBC's Mad Money and author of How To Make Money In Any Market. Cramer joins Big Technology Podcast to talk through hot takes the top tech names: Apple, Amazon, Meta, OpenAI, NVIDIA, Microsoft, Tesla, Coreweave, and more. We discuss whether NVIDIA can hit $10 trillion, whether Tesla needs self driving to work, whether Open…

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TECH009: Data Centers in Space, AI Education, Haptic Touch Robotics and More w/ Seb Bunney 1:08:55

9d ago1:08:55

1:08:55

This episode explores the intersection of AI with healthcare, space innovation, and education. Preston and Seb discuss personalized genetic analysis, Google's space data centers, haptic touch tech, and the future of simulated realities. They also touch on AI bias, regulation, and how evolving tech might reshape society, purpose, and connection. IN …

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RWH063: Avoid Disaster w/ Howard Marks 1:20:17

12d ago1:20:17

1:20:17

In this episode, William Green chats with multibillionaire investor Howard Marks, the co-founder & co-Chairman of Oaktree Capital Management. Since its launch 30 years ago, the firm has grown into a global powerhouse in alternative investments, with $218 billion in assets. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro00:04:01 - Why Howard Marks ai…

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OpenAI’s 2026 Priority, Disney’s AI Play, Datacenter Buildout Trouble 51:55

13d ago51:55

51:55

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI to prioritize enterprise in 2026 2) Is the AGI dream over? 3) Could OpenAI's enterprise push help it fund infrastructure? 4) Alex is on team product? 5) Can OpenAI design for consumer and enterprise at the same time? 6) Erotic ChatGPT is coming in…

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TIP776: Stig Brodersen’s Mental Models & Portfolio Update 1:22:14

14d ago1:22:14

1:22:14

On today’s episode, Clay is joined by Stig Brodersen to discuss the changes he’s made to his portfolio, why he sold out of Evolution AB, and why he’s bullish on Uber. Clay and Stig also discuss the mental models that Stig has picked up this year, and how our listeners can join us at our live events in Omaha during the Berkshire Hathaway shareholder…

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AI Is Upending Law. Is That A Sign For The Rest Of Us? — With Melia Russell 57:14

15d ago57:14

57:14

Melia Russell is a senior correspondent at Business Insider. She joins Big Technology Podcast to discuss how AI services are already making inroads in the legal profession, helping lawyers dig through countless documents via natural language search and compression weeks long research processes into minutes. We discuss what's happening, how it's imp…

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#628 - Tucker Carlson 2:41:45

16d ago2:41:45

2:41:45

Tucker Carlson is political commentator, podcaster and host of “The Tucker Carlson Show”. He was previously an anchor for Fox News and MSNBC. Tucker returns to talk about why America feels more compromised than ever, what he found most suspicious about the death of Charlie Kirk, and his advice on finding clarity in a world of noise. Tucker Carlson:…

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BTC256: Bitcoin Market Sentiment and Liquidity Cycles w/ Andy Edstrom (Bitcoin Podcast) 1:00:10

16d ago1:00:10

1:00:10

Andy and Preston explore the turbulent world of Bitcoin treasury companies, from MicroStrategy’s bold plays to sector-wide risks and poor performance. They dive into Bitcoin-backed stablecoins, valuation models, and adoption barriers. The episode wraps with discussions on energy, AI, and whether Bitcoin's market cycles are evolving toward stability…

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AI Device Wars Heat Up, RIP Metaverse?, Netflix Acquires Warner Brothers 1:04:06

17d ago1:04:06

1:04:06

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) AI Device Wars are here 2) Apple loses its head of user interface design 3) Meta's chances in the AI device wars 4) Apple's Ai device will only be as good as the assistant 5) OpenAI's AI device could work? 6) Amazon's Alexa+ is underrated 7) Google Glass…

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TIP775: Why Your Valuation Metrics Might Be Lying to You w/ Kyle Grieve 1:02:34

19d ago1:02:34

1:02:34

Kyle Grieve breaks down Michael Mauboussin’s key insights on combating noise, valuing intangible-rich businesses, using the rule of 40, leveraging checklists and algorithms, understanding base rates, and more. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:03:00 - How to use the BIN acronym to help you deal with forecasting error 00:14:32 - Four…

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TIP774: Being Greedy While Others are Fearful w/ Shawn O'Malley 1:29:36

21d ago1:29:36

1:29:36

On today’s episode, Clay is joined by Shawn O’Malley to discuss what he’s learned through hosting The Intrinsic Value Podcast over the past year. They also dive into The Intrinsic Value Portfolio, which includes holdings like Uber, Alphabet, Lululemon, Nike, and Adobe. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro00:01:42 - How The Intrinsic Value…

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How An AI Model Learned To Be Bad — With Evan Hubinger And Monte MacDiarmid 1:04:56

22d ago1:04:56

1:04:56

Evan Hubinger is Anthropic’s alignment stress test lead. Monte MacDiarmid is a researcher in misalignment science at Anthropic.The two join Big Technology to discuss their new research on reward hacking and emergent misalignment in large language models. Tune in to hear how cheating on coding tests can spiral into models faking alignment, blackmail…

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#627 - Leanne Morgan 2:00:46

23d ago2:00:46

2:00:46

Leanne Morgan is a stand up comedian and actress. Her new special “Unspeakable Things” and her show “Leanne” are both streaming on Netflix. Leanne joins Theo to talk about surviving some wild years at the University of Tennessee, how her longtime husband Chuck convinced her to do comedy, and what country singer she owes a casserole. Leanne Morgan: …

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TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast) 1:13:44

23d ago1:13:44

1:13:44

Seb and Preston explore Tesla's FSD 14.2 advancements and their implications for AI-driven autonomy. They also tackle the ethical, societal, and infrastructural challenges of rapid AI development—from brain-inspired computing to nuclear energy’s role in supporting AGI. IN THIS EPISODE YOU’LL LEARN:00:00:00 - Intro00:01:44 - How Tesla’s FSD 14.2 dra…

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Tim Cook’s Final Year?, Big Tech Horse Race, Anthropic’s Profitability Push 1:02:53

24d ago1:02:53

1:02:53

M.G. Siegler of Spyglass is back for our monthly tech news discussion. Today we dig into whether Tim Cook will retire in 2026, what his legacy will be, and who will likely succeed him as Apple CEO. We also touch on the various Big Tech companies jostling for the title of largest company in the world and what it says about the AI race. Finally, we c…

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TIP773: How Systems and Simple Math Shape Better Investing w/ Kyle Grieve 1:04:41

26d ago1:04:41

1:04:41

On today’s episode, Kyle Grieve discusses powerful mental models from systems thinking and mathematics and applies them directly to investing and life. He breaks down concepts like feedback loops, kill criteria, scale, compounding, randomness, and regression to the mean to show how they shape real-world outcomes. He'll also share practical framewor…

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NVIDIA Panic Mode?, OpenAI’s Funding Hole, Ilya’s Mystery Revenue Plan 1:01:05

27d ago1:01:05

1:01:05

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Black Friday secrets 2) Google may sell its TPUs to Meta and financial institutions 3) Nvidia sends an antsy tweet 4) How does Google's TPU stack up next to NVIDIA's GPUs 5) Could Google package the TPU with cloud services? 6) NVIDIA responds to the crit…

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American Originals Holiday Special w/ Mike Rowe 1:06:37

27d ago1:06:37

1:06:37

Join Theo and Mike Rowe for a holiday special where they showcase the definitive made-in-the-USA gift guide, featuring hand-built gems, strangely clever creations, and a few delightfully odd surprises. Learn more about the companies featured in this episode at theovon.com/americanoriginals Mike Rowe: https://www.instagram.com/mikerowe/ ------------…

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TIP772: How Great Compounders Turn Time Into a Superpower w/ Kyle Grieve 1:04:24

28d ago1:04:24

1:04:24

On today’s episode, Kyle Grieve discusses what makes elite compounders so valuable and why they can generate exceptional returns even when purchased at high valuations. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro00:02:42 - Why Compounders deserve to trade at a premium00:10:13 - The three parameters necessary for successful compounding00:12:49 - …

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#626 - Baby Me 1:12:12

29d ago1:12:12

1:12:12

Theo returns with a solo episode to talk about conspiracy Thanksgivings, freebasing garlic bread, and what he’s grateful for as the year winds down. He also responds to some of your voicemails and gets a major life update from Riley Mau. ------------------------------------------------ Tour Dates! https://theovon.com/tour New Merch: https://www.the…

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Communal Living, Sex, And Silicon Valley's Groupthink Problem — With Ellen Huet 1:00:12

29d ago1:00:12

1:00:12

Ellen Huet is a features writer at Bloomberg and the author of Empire of Orgasm: Sex, Power, and the Downfall of a Wellness Cult. Ellen joins Big Technology to discuss how Silicon Valley, a place that prides itself on independent thinking, keeps falling into powerful forms of groupthink. Tune in to hear how group houses, self-help programs, and “hi…

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BTC255: Bitcoin Is For Everyone w/ Natalie Brunell (Bitcoin Podcast) 1:00:13

1M ago1:00:13

1:00:13

Preston and Natalie discuss her book Bitcoin is for Everyone, a concise, accessible guide to Bitcoin’s relevance in today’s world. They explore Natalie’s personal immigrant story, the financial wake-up call of 2008, and how Bitcoin offers hope amid systemic dysfunction. They also address national vulnerabilities, military planning, and the future o…

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TIP771: Money Masters Of Our Time w/ Kyle Grieve 1:10:26

1M ago1:10:26

1:10:26

On today’s episode, Kyle Grieve discusses significant takeaways from the book Money Masters Of Our Time. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro00:07:58 - Warren Buffett's emphasis on "controlled greed" and "fascination with your craft" and why it's necessary to survive in the market for a lifetime00:11:14 - How to identify and take advantag…

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Google Pushes OpenAI, Bezos Returns, AI’s No. 1 Hit 1:06:45

1M ago1:06:45

1:06:45

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Sam Altman's admission that Google surpassed OpenAI in some areas 2) OpenAI getting thrown off the mark 3) What happens if Ai models commoditize? 4) Google surpasses Microsoft in market cap 5) Inside Google's rapid-fire comeback 6) Why Google's search bu…

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TIP770: Mastering the Markets w/ Andrew Brenton 56:54

1M ago56:54

56:54

On today’s episode, Clay Finck is joined by Andrew Brenton to discuss the inefficiencies in the stock market as well as his investment thesis on Floor & Decor and Kinsale Capital. Andrew Brenton is the CEO and co-founder of Turtle Creek Asset Management. Since its inception in 1998, Turtle Creek has achieved an average annual return of 18.8% versus…

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#625 - Matthew McConaughey 1:35:53

1M ago1:35:53

1:35:53

Matthew McConaughey is an Academy award-winning actor and best-selling author. His new book “Poems and Prayers” is available now. Matthew joins Theo in Austin to talk about going off the grid in search of meaning, growing up in Texas, and why there’s really nothing like SEC football. Matthew McConaughey: https://www.instagram.com/officiallymcconaug…

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Can We Trust Silicon Valley With Superintelligence? — With Nick Clegg 1:00:30

1M ago1:00:30

1:00:30

Nick Clegg is the former president of Global Affairs at Meta and deputy prime minister of the UK. Clegg joins Big Technology Podcast for a discussion about whether Silicon Valley should be trusted with superintelligence and the risks it will navigate on the way there. In the second half, we also talk about how Silicon Valley uses money to buy influ…

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BTC254: Bitcoin & Macro Overview w/ Luke Gromen Q4 2025 (Bitcoin Podcast) 1:02:40

1M ago1:02:40

1:02:40

Luke and Preston delve into America's financial fragility, exploring Treasury funding risks, shifting global power dynamics, and Fed policy challenges. They discuss the rising relevance of Bitcoin and gold amid liquidity constraints, and how economic missteps, tech sector bottlenecks, and geopolitical shifts may shape the future. IN THIS EPISODE YO…

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TIP769: How Home Depot’s Founders Built a $300 Billion Company from the Ground Up w/ Kyle Grieve 1:09:00

1M ago1:09:00

1:09:00

Kyle Grieve discusses the incredible origin story of Home Depot and the visionary founders who built it from nothing. He explores how Bernie Marcus, Arthur Blank, and Ken Langone overcame countless setbacks to create a retail powerhouse. Kyle also shares timeless business lessons on leadership, culture, and competitive advantage that continue to de…

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Inside The AI Bubble: Debt, Depreciation, and Losses — With Gil Luria 1:01:28

1M ago1:01:28

1:01:28

Gil Luria is the head of technology research at D.A. Davidson. Luria joins Big Technology Podcast for a special Friday edition special report digging into the AI bubble, or whatever term you'd like to use for the questionable investment decisions in AI today. We cover all the bad stuff: debt, depreciation, and losses. We talk about Michael Burry's …

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TIP768: Best Quality Stock Idea Q4 2025 w/ Clay Finck 1:06:50

1M ago1:06:50

1:06:50

On today’s episode, Clay Finck breaks down his best quality stock idea for Q4 2025: Interactive Brokers. Interactive Brokers is a global online brokerage that gives investors access to markets around the world with industry-low costs in trading stocks, options, futures, currencies, and more. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro00:02:01 - …

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#624 - Sketch 1:49:36

1M ago1:49:36

1:49:36

Sketch is a streamer and content creator from Houston, TX. You can see him on the latest season of the show “Inside” on Netflix. Sketch returns to talk about going to college football games all across America, how the viral reaction to his leaks prompted a “Sketch of the Union” address, and the truth about Lewis and Clark. Sketch: https://www.insta…

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Could LLMs Be The Route To Superintelligence? — With Mustafa Suleyman 41:28

1M ago41:28

41:28

Mustafa Suleyman is the CEO of Microsoft AI and the head of the company’s new superintelligence team. Suleyman joins Big Technology to discuss Microsoft’s push toward “humanist superintelligence” and what changes after its latest OpenAI deal. Tune in to hear whether LLMs can get us there, how self-improving systems might work safely, and what power…

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BTC253: Quantum Computing and Bitcoin w/ Charles Edwards (Bitcoin Podcast) 54:22

1M ago54:22

54:22

Preston and Charles dive into the fundamentals of quantum computing, its transformative applications, and the looming threat it poses to Bitcoin encryption. They break down the distinction between physical and logical qubits, real-world use cases, and the exponential progress in the field. With timelines tightening, they call for urgent collaborati…

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#623 - Gary Sinise 1:40:41

1M ago1:40:41

1:40:41

Gary Sinise is an actor, activist and philanthropist known for his work helping veterans, first responders and their families. Gary joins Theo to talk about what he’s learned from service men and women over decades of working with them, why he thinks the story of Lt. Dan is a hopeful one, and how his late son Mac is leaving a legacy of his own. Gar…

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TIP767: Mastermind Discussion Q4 2025: Sanofi, Remitly & Crocs w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra 1:26:32

2M ago1:26:32

1:26:32

Stig Brodersen is joined by Tobias Carlisle & Hari Ramachandra for another round of stock pitches. They discuss Sanofi, Remitly, and Crocs. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:01:54 - Why Hari is bullish on Sanofi’s strong vaccine and immunology pipeline (Ticker: NYSE: SNY) 00:05:30 - The bear case for Sanofi, including patent cliffs …

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OpenAI Bailout?, Elon’s $1 Trillion Pay Deal, Amazon Sues Perplexity 59:07

2M ago59:07

59:07

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI CFO Sarah Friar's comments about a government backstop for its financing 2) Why these statements matter 3) Does OpenAI need financial discipline 4) Do we want to be the discipline police? 5) Should we build a national compute reserve? 6) Why OpenA…

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TIP766: Intelligent Fanatics: How Great Business Leaders Win w/ Clay Finck 1:01:33

2M ago1:01:33

1:01:33

In this episode, Clay explores the concept of Intelligent Fanatics. Intelligent Fanatics are visionary leaders who build enduring, high-performance businesses through culture, focus, and integrity. Drawing from Ian Cassel and Sean Iddings’ book Intelligent Fanatics, Clay highlights how exceptional leaders like Herb Kelleher, Les Schwab, and Chester…

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OpenAI’s IPO Plan, Deconstructing The AI Bet, Apple’s iPhone17 Revival 56:18

2M ago56:18

56:18

M.G. Siegler of Spyglass is back for our monthly tech news discussion. Today we dig into OpenAI’s newly cleared path to an IPO, what trillion-scale capex vs. current revenue implies, and how Microsoft’s 27% stake, IP rights, and fresh AWS entanglements complicate the story. We debate whether the market can stomach years of heavy losses, why “AGI or…

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TECH007: Longevity Roadmap w/ Seb Bunney (Tech Podcast) 1:10:51

2M ago1:10:51

1:10:51

In this wide-ranging conversation, Preston and Seb unpack the biology of aging and the emerging science behind longevity. They take about epigenetics, sirtuins, Yamanaka factors, and how AI may accelerate regenerative medicine, offering a glimpse into the future of human health. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:05:04 - Why Aging Mi…