Best Alex Shahidi Podcasts (2025)

(02:09) - OpenAI Goes Explicit (24:01) - 𝕏 Timeline Reactions (26:01) - Apple Unveils M5 Apple Vision Pro (29:17) - 𝕏 Timeline Reactions (39:22) - Erebor Bank Gets U.S. Greenlight (42:57) - 𝕏 Timeline Reactions (46:01) - Zachary Perret, CEO and co-founder of Plaid, discusses the company's latest product release, highlighting the introduction of Len…

1
Energy, Income, and AI: Jay Hatfield on the Fed, Housing, and Where the Real Growth Is Now 17:53

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14h ago17:53

17:53

In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to cut through the noise on the Fed, energy markets, and how investors can prepare for the next phase of the cycle. From the AI-driven power boom to small-cap rotation and bond opportunities, Jay shares why the Fed’s reliance on lagging data coul…

1
Beyond Buy and Hold: Si Katara on Zero-Day Options, Income Innovation & the Future of ETFs 17:50

16h ago17:50

17:50

In this episode of Lead-Lag Live, I sit down with Si Katara, Founder and CEO of Tap Alpha, to explore how zero-day options are reshaping income investing for everyday investors. From engineering background to ETF innovation, Katara shares how Tap Alpha’s TSPY ETF delivers daily option overlays on the S&P 500 — capturing upside while generating cons…

1
Fragile Foundations: Ross Atefi on AI Euphoria, Market Concentration & the $500K Tax Trap 22:32

1d ago22:32

22:32

In this episode of Lead-Lag Live, I sit down with Ross Atefi, Founder and Wealth Advisor at Yatra Wealth Design, to break down why he believes the market is more fragile than headlines suggest. From AI mania to the quiet collapse in housing and jobs data, Ross explains how extreme concentration and stretched valuations have set up an environment th…

1
Beyond the Hype: Derek Yan on the AI Build-Out, Private Access, and Where the Real Opportunity Lies 22:26

1d ago22:26

22:26

In this episode of Lead-Lag Live, I sit down with Derek Yan, CFA and Senior Investment Strategist at KraneShares, to cut through the noise surrounding the AI “bubble” narrative and unpack where the true opportunity still lies. From infrastructure shortages and the rise of reasoning models to the challenge of accessing private AI leaders, Derek shar…

1
Inside Josh Kushner's Rise, 𝕏 Timeline Reactions | Andrew Ross Sorkin, Brian Potter, Pari Singh, Henri Stern 2:59:25

1d ago2:59:25

2:59:25

(00:50) - 𝕏 Timeline Reactions (31:54) - Inside Thrive Capital's Rise (52:32) - 𝕏 Timeline Reactions (01:13:50) - Henri Stern, co-founder of Privy, discusses the company's recent acquisition by Stripe, emphasizing the shared vision of integrating crypto and fiat systems to make digital assets more accessible. He highlights the importance of seamles…

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#92 - Kipp deVeer: Steering Ares’ Growth in Alternatives 42:20

2d ago42:20

42:20

Kipp is Co-President of Ares Management, which manages $572 billion in assets (as of 6/30/25) and is a global leader in alternative investments. He discusses Ares’ rapid growth, leadership strategy, and the evolving landscape for private assets and clients.

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J.P. Morgan Goes Patriot Mode, Dutch Seize Nexperia, 𝕏 Timeline Reactions | Alexis Ohanian, Ryan Petersen, Serena Ge 3:00:34

3d ago3:00:34

3:00:34

(05:04) - J.PMorgan Goes Patriot Mode (09:57) - 𝕏 Timeline Reactions (18:34) - Netherlands Seizes Control of Nexperia (27:39) - Ryan Petersen, founder and CEO of Flexport, discusses the challenges of navigating the logistics industry amid fluctuating tariffs and the importance of building a team of dedicated "missionaries" rather than "mercenaries"…

1
California at a Crossroads: Ethan Penner on Gavin Newsom, Trump, Reform, and Rebuilding the State 28:42

3d ago28:42

28:42

In this episode of Lead-Lag Live, I sit down with Ethan Penner — independent candidate for California governor and a trailblazer in U.S. commercial real-estate finance — to break down what he calls the “collapse of competent governance” in California. From a radical tax overhaul to fixing housing and energy costs, Penner outlines how he’d reverse d…

1
Full Interview: Sam Altman on Sora and the Future of OpenAI 31:18

5d ago31:18

31:18

A rare live interview with OpenAI CEO Sam Altman and Sora head Bill Peebles. John and Jordi talk through the first 10 days of the Sora app, how AI will change advertising, and what Sora means for Hollywood. TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight Sle…

1
Sam Altman LIVE on Sora, Hollywood, & the Future of Ads | Bill Peebles, Dylan Patel, Elad Gil, Robby Stein, Morgan Housel, Misha Laskin 3:22:47

6d ago3:22:47

3:22:47

(02:32) - 𝕏 Timeline Reactions (16:29) - Softbank Pursues $5B Loan (28:18) - China Races to Buy NVIDIA Chips (33:06) - 𝕏 Timeline Reactions (56:31) - Sam Altman, CEO of OpenAI & Bill Peebles, Head of Sora, discuss the advancements of Sora, OpenAI's AI-driven video generation platform, highlighting its enhanced physics understanding and user-friendl…

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Ferrari Goes Electric, The Return of Nonsense Metrics, 𝕏 Timeline Reactions | John Quinn, Martin Casado, Preston Zhou, Scott Stevenson, George Kurdin, Zachary Townsend 3:13:36

7d ago3:13:36

3:13:36

(01:20) - The Return of Nonsense Metrics (11:33) - 𝕏 Timeline Reactions (26:33) - John Quinn, founder of Quinn Emanuel Urquhart & Sullivan, discusses the firm's unique focus on litigation and arbitration, emphasizing the advantages of specializing solely in disputes work. He highlights the firm's reputation as the "most feared law firm," attributin…

1
Altman's Long-Term Vision, The GPU Bubble, Acquired Hosts Live in The Ultradome | Ben Gilbert & David Rosenthal, David Faugno, Sergiy Nesterenko, Justin Lopas, Ryan Daniels, Zack Ganieany, Yash Rathod ... 3:28:14

8d ago3:28:14

3:28:14

(01:18) - Altman's Long-Term Vision (26:18) - Karim Atiyeh, co-founder and CTO of Ramp, discusses the company's innovative use of AI agents to automate financial operations, enhancing efficiency and accuracy in tasks like expense classification and fraud detection. He highlights the integration of these agents with various tools and systems, enabli…

1
AI Today: From Chatbots to Humanoid Robots – Investing in the Full Stack 52:24

8d ago52:24

52:24

Imagine the internet’s 20-year curve compressed into a few years: costs plummet, capabilities skyrocket, and adoption leaps from novelty to necessity. That’s where AI stands today. In this episode, we go deep into the evolution of reasoning models—how chatbots are transforming into agents that plan, code, and act across real workflows. Then, we exp…

1
Mastering Options Basics — Long vs. Short, Covered Calls, and Zero DTE Risks | Live Webinar 34:00

8d ago34:00

34:00

Join me as I sit down with Greg Jensen, Founder of OptionsAnimal, and Eric Hale, Founder of Trader Oasis, to break down the foundations of smart options trading. After our last deep dive into the collar strategy, we’re going back to basics to answer the biggest questions every trader faces. Greg and Eric explain when it’s appropriate to buy long op…

1
The AI Slop Debate, OpenAI’s $1T Web, 𝕏 Timeline Reactions | Shayne Coplan, Antoine Tessier, Rami Karabibar 2:42:14

9d ago2:42:14

2:42:14

By John Coogan & Jordi Hays

1
Why Gold’s Quiet All‑Time High Matters (and How BAR Lowers the Cost of Owning It) 49:22

9d ago49:22

49:22

By Michael A. Gayed, CFA

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Building All-Weather Income with Pass-Throughs and HIPS 45:51

9d ago45:51

45:51

By Michael A. Gayed, CFA

1
#91 - Steven Romick: Value, Quality, and Adaptability 41:13

9d ago41:13

41:13

1
OpenAI–AMD Deal, DevDay Reactions, xAI’s Memphis Datacenter | Doug O'Laughlin, Celine Halioua 2:18:49

10d ago2:18:49

2:18:49

By John Coogan & Jordi Hays

1
Evoke 20-Minute Market Outlook Podcast for Q4 2025 19:56

10d ago19:56

19:56

A recap of our key observations about the economy and markets.

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AI’s Power Problem, Apple Goes Meta on AI Glasses | Pat Gelsinger, Josh Isner, Sheel Mohnot, Santiago Nestares, Austin Federa 3:02:28

14d ago3:02:28

3:02:28

(01:18) - AI’s Power Problem (22:04) - Andrej Karpathy AI Models Law of Diminishing Returns (35:40) - 𝕏 Timeline Reactions (56:18) - Apple Goes Meta on AI Glasses (01:01:31) - Josh Isner, President of Axon, has been with the company since 2009, starting in the Leadership Development Program and advancing through various roles to his current positio…

1
Boom or Bust: Kai Wu on AI CapEx, Concentration Risk, and the Next Phase of Tech 20:28

15d ago20:28

20:28

In this episode of Lead-Lag Live, I sit down with Kai Wu, Founder and CIO of Sparkline Capital, to break down the AI-driven capital cycle reshaping markets. From Nvidia’s record-shattering deals to hyperscalers pouring trillions into infrastructure, Kai explains why today’s AI boom echoes past capital cycles—and why investors may be missing the rea…

1
The World Reacts to Sora 2, Slop vs. Farming Debate | Reece Chowdhry, Jim Gao, Fan-Yun Sun, Carl Pei, Shehzan Maredia, Victor Riparbelli, William Fedus, Jayanth Madheswaran 3:17:06

15d ago3:17:06

3:17:06

(05:21) - Slop vs. Farm Debate (11:40) - Ben Thompson's Sora 2 Analysis (35:37) - The Timeline Reacts to Sora 2 (01:34:31) - The Stablecoin Duopoly is Ending (01:42:14) - Reece Chowdhry, Founding Partner of Concept Ventures, recently announced the launch of their latest $88 million fund, now the largest dedicated pre-seed technology fund in the UK.…

1
Sora 2 Launch Reactions, DoorDash CEO Live in The Ultradome | Tony Xu, Simon Eskildsen, Patrick O’Shaughnessy, Zach Abrams, Andrew Feldman, Brandon Millman, Stanley Tang, Alex Albert, Arthur Querou 3:09:45

16d ago3:09:45

3:09:45

(00:21) - Sora 2 Launch Reactions (13:13) - Tony Xu, CEO and co-founder of DoorDash, discusses the company's recent innovations, including the 'Going Out' feature for in-restaurant dining, Dash Smart Fulfillment Services enabling one-hour delivery for retailers without physical stores, and the autonomous delivery vehicle 'DoorDash Dot.' He emphasiz…

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#90 - Adam Blitz: The Hedge Fund Playbook 1:08:47

16d ago1:08:47

1:08:47

Adam is CEO and CIO of Evanston Capital Management, overseeing $4.3 billion as of August 2025. Adam shares actionable insights on manager selection, real diversification, and identifying true alpha versus beta—highlighting why most hedge funds fail to add value and how to spot the few that genuinely do.…

1
Claude Sonnet 4.5 Reactions, David Senra Live in The Ultradome | Dylan Field, Adam Foroughi, Mike Krieger, Jeff Weinstein, Adam Draper, James Hawkins, Erik Bernhardsson 3:42:47

17d ago3:42:47

3:42:47

(01:27) - Meta AI App Community Reactions (19:45) - 𝕏 Timeline Reactions (35:22) - Stargate Project Reactions (40:33) - Claude Sonnet 4.5 Reactions (43:54) - Mike Krieger, co-founder and former CTO of Instagram, is now the Chief Product Officer at Anthropic, an AI company based in San Francisco. In the conversation, he discusses the evolution of AI…

1
Meta AI Vibes & ChatGPT Pulse Reactions, Friend’s Billboard Blitz | Roon 2:47:02

20d ago2:47:02

2:47:02

(02:11) - Meta AI Vibes Reactions (45:21) - ChatGPT Pulse Reactions (01:12:00) - 𝕏 Timeline Reactions (01:35:06) - Friend OOH Campaign Reactions (01:46:28) - 𝕏 Timeline Reactions (01:52:26) - Roon, an anonymous and influential online poster, discusses the transformative impact of AI tools like Codex and Claude code on software development, emphasiz…

1
Fed vs Reality: Jay Hatfield on Outdated Data, Rate Cuts, and Where to Invest Now 25:18

20d ago25:18

25:18

In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to unpack why the Fed keeps getting it wrong—and how investors can actually benefit from the new rate-cutting cycle. From outdated shelter calculations to overlooked leading indicators, Jay explains why monetary policy needs modernization and whe…

1
OpenAI’s $1T Buildout, Trump–xAI Alliance | Delian Asparouhov, Garrett Langley, Matan Grinberg, Francis Pedraza, David Paffenholz 3:12:19

21d ago3:12:19

3:12:19

(00:28) - OpenAI Plans to Bring Ads to ChatGPT (25:45) - OpenAI's Trillion-Dollar Buildout (42:57) - 𝕏 Timeline Reactions (01:30:31) - Delian Asparouhov, a Bulgarian-born entrepreneur and investor, is a principal at Founders Fund and co-founder of Varda Space Industries. In the conversation, he discusses the challenges and strategies of transferrin…

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Peter Thiel Gets Apocalyptic, The Myth of AI Millions, 𝕏 Timeline Reactions | Joe Lonsdale, Bret Taylor, Riley Walz 2:50:36

22d ago2:50:36

2:50:36

(00:11) - Peter Thiel Gets Apocalyptic (13:55) - The Myth of AI Millions (49:20) - 𝕏 Timeline Reactions (54:34) - Bret Taylor, co-founder of Sierra and chairman of OpenAI's board, discusses how Sierra's AI agents are transforming customer service by autonomously handling tasks like answering calls and managing complex processes, thereby reducing co…

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NVIDIA Invests $100B in OpenAI, Roblox Secrets Uncovered | Edward Woodford, CarriedNoInterest, Ryan Anderson, Katherine Boyle, Ash Egan, Mahyar Raissi, Nick Gomez, Lorenz Meier, Zane Hengsperger 3:08:36

23d ago3:08:36

3:08:36

(01:18) - NVIDIA Invests $100B in OpenAI (33:51) - 𝕏 Timeline Reactions (50:53) - Edward Woodford, co-founder and CEO of Zero Hash, discusses the company's recent $104 million Series D2 funding round led by Interactive Brokers, with participation from Morgan Stanley, SoFi, and Apollo Global Management, elevating Zero Hash to unicorn status. He high…

1
#89 - Brock Sutton: Adapting to the AI Era 1:03:57

23d ago1:03:57

1:03:57

Brock is Head of Emerging Client Capabilities at Capital Group. In this conversation, he explores the transformative impact of AI, demystifies AI’s role in technology, and discusses its effects on jobs, business workflows, and personal productivity. He also shares practical strategies to thrive in the AI era.…

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Inside ChatGPT’s Uses, NVIDIA Pours $100B into OpenAI | Kimbal Musk & Shervin Pishevar, John Shahidi, Laura Deming, Steven Glinert, Austin Petersmith, Ethan Barajas & Jamie Palmer 3:21:47

24d ago3:21:47

3:21:47

(01:21) - Inside ChatGPT’s Everyday Uses (35:28) - 𝕏 Timeline Reactions (58:21) - John Shahidi is an Iranian-American entrepreneur and content/media executive based in Newport Beach, California. He co-founded Shots Studios (formerly Rock Software / RockLive) with his brother Sam Shahidi, originally doing mobile games and celebrity apps before shift…

1
xAI’s Colossus 2 Reactions, Sam Ross & Aaron Slodov LIVE in The Ultradome | Pippa Lamb, Ariana Thacker, Will Hurd 2:53:42

27d ago2:53:42

2:53:42

(01:21) - xAI Unveils Colossus 2 Datacenter (30:20) - Pippa Lamb, a partner at Sweet Capital, discusses the recent U.S. state visit to the UK, highlighting significant tech investments from companies like Microsoft, Google, and Nvidia, and emphasizing the UK's ambition to become an AI superpower. She also provides insights into Prime Minister Keir …

1
Collar Strategies: Protecting Downside While Keeping Upside Alive 26:29

27d ago26:29

26:29

Learn how professional traders use the collar strategy to protect against downside while keeping upside potential alive. In this session, Greg and Eric from Options Animal break down: How collars act as a dynamic “insurance policy” for your portfolio Why risk management matters more than stock picking Real trade examples with Apple & Nvidia How to …

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Meta Connect Recap, 𝕏 Timeline Reactions | Louis Mosley, Brendan Foody, Darren Mowry, Kayvon Beykpour, Mukund Jha, Noah Löfquist, Dan Lahav, Ben Milne 2:53:04

28d ago2:53:04

2:53:04

(00:30) - Meta Connect Reactions (05:25) - The Timeline Reacts to Meta Connect (40:13) - 𝕏 Timeline Reactions (47:51) - Louis Mosley, head of Palantir's UK and European operations, discusses the company's first billion-dollar deal outside the U.S. with the UK Ministry of Defense, marking a significant milestone. He highlights Palantir's $2 billion …

1
Access the AI Revolution — How AGIX Gives Investors Pre-IPO Exposure to AI Unicorns 53:07

28d ago53:07

53:07

Join me live as I sit down with Derek Yan, Director at KraneShares, to explore how the AGIX ETF is reshaping AI investing by giving everyday investors exposure to private AI unicorns like Anthropic and xAI—companies powering the foundation models behind the next wave of enterprise AI. In this expert-led discussion, Derek explains how AGIX combines …

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The Forgotten Hedge: Brandon Thor on Gold, Sovereignty, and Beating Wall Street’s Game 15:02

28d ago15:02

15:02

In this episode of Lead-Lag Live, I sit down with Brandon Thor, CEO of Thor Metals Group, to challenge the narratives that have sidelined gold in modern portfolios. As gold hits fresh highs amid rate cut bets, soaring debt, and a weakening dollar, Brandon explains why less than 1% of investors actually hold it—and why that may be the biggest oversi…

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LIVE from Meta | Zuck, Boz, James Cameron, Alex Wang & more 3:12:17

28d ago3:12:17

3:12:17

(00:00) - Live from Meta Connect (01:26:51) - Chris Cox, Meta's Chief Product Officer, leads the development of core applications like Facebook, Instagram, WhatsApp, Messenger, and Threads, as well as overseeing the company's AI and privacy initiatives. (01:38:16) - Adam Mosseri, the Head of Instagram, discusses the platform's evolution from simple…

1
Elon Doubles Down, 𝕏 Timeline Reactions | Andrew Yang, Ishan Mukherjee, Tony Holdstock, Tomer London, Andrei Serban, Tim Higgins 3:07:51

30d ago3:07:51

3:07:51

(00:30) - TBPN in the WSJ (21:13) - "Daddy is very much home" says Elon (01:29:33) - Ishan Mukherjee, co-founder of Pixie Labs and former Senior Vice President of Growth at New Relic, discusses the launch of Rocks2GA, achieving $25 million in revenue, and securing major clients like Saudi Aramco. He highlights their focus on delivering ROI within 9…

1
#88 - Bruno del Ama: Leadership, Spirituality, Growth, Fulfillment 1:10:11

1M ago1:10:11

1:10:11

Bruno is a pioneering entrepreneur and co-founder of Global X and Sangha. In this episode, he shares his unique journey from launching a multibillion-dollar asset management firm during the financial crisis to empowering others through peer support and spiritual growth. Bruno offers insights on purposeful leadership, personal fulfillment, and the i…

1
Google Gemini Strikes Back, China Hits NVIDIA on Antitrust | Bill Bishop, Pete Shadbolt, Sadi Khan, Lukas Czinger, Kyle Samani 3:19:28

1M ago3:19:28

3:19:28

(00:42) - Google Gemini Strikes Back (01:59) - TBPN in the WSJ (04:31) - Google Gemini's Comeback Breakdown (36:15) - China Hits NVIDIA on Antitrust (41:42) - Bill Bishop, an entrepreneur and former media executive, is the author of the Sinocism China Newsletter, which provides expert insights into Chinese politics and economics. In the conversatio…

1
Weekly Recap: Apple Debuts iPhone 17, Einstein of Wall Street, YC Demo Day, Declining AI Adoption 1:14:00

1M ago1:14:00

1:14:00

(00:00) - Intro (00:03) - Declining AI Adoption (16:03) - YC Demo Day (36:53) - Peter Tuchman (Einstein of Wall Street) (45:45) - Apple Debuts iPhone 17 (01:08:39) - How to think about the $300B OpenAI-Oracle TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.app Eight S…

1
OpenAI–Microsoft Restructure, Winning Formula for AI Founders, 𝕏 Timeline Reactions 2:08:25

1M ago2:08:25

2:08:25

(00:20) - Timeline Reactions (02:39) - OpenAI & Microsoft's For-Profit Restructure (19:07) - Anthropic CEO Weighs in on Future of AI (22:35) - GPT-5 Data Analysis (25:04) - Timeline Reactions (01:00:34) - AI Startup Founder's Winning Formula (01:31:41) - Timeline Reactions (01:40:02) - WSJ Mansion Section (01:56:10) - Timeline Reactions TBPN.com is…

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Apple Unveils iPhone 17 Lineup, OpenAI & Oracle's $300B Cloud Pact | Nico Rosberg, Josh Machiz, Nir Zicherman, Amjad Masad, Alex Mashrabov, Stefan Cohen, Rohan Kodialam, Timothy Luchini, Marc Boroditsky ... 3:27:28

1M ago3:27:28

3:27:28

(04:11) - Apple Unveils iPhone 17 Lineup (40:36) - OpenAI & Oracle Strike $300B Cloud Pact (52:44) - Timeline Reactions (01:12:51) - Josh Machiz, recently appointed as Chief Marketing Officer at Lightspeed Venture Partners, brings a wealth of experience from his previous roles as Partner at Redpoint Ventures and Chief Digital Officer at Nasdaq. In …

1
LIVE @ NYSE for Klarna IPO | Peter Tuchman, Sebastian Siemiatkowski, Lynn Martin, David Sandstrom, Mati Staniszewski, Andrew Reed, Markus Villig 1:53:07

1M ago1:53:07

1:53:07

(00:00) - Peter Tuchman, known as the "Einstein of Wall Street" for his distinctive appearance and animated presence, is a veteran stock trader on the New York Stock Exchange (NYSE) floor. In a recent conversation, he recounted his collaboration with streamer IShowSpeed, where he introduced the young audience to investing by highlighting that many …

1
LIVE @ YC Demo Day | Nate Bosshard, Joshua Reeves, Joshua Browder, Burkay Gur, Theo Browne & MORE 3:01:28

1M ago3:01:28

3:01:28

(00:00) - Nate Bosshard, founder of Offline Ventures and co-founder of Tonal, has a background in marketing leadership at companies like GoPro and The North Face. In the conversation, he reflects on his early entrepreneurial ventures, such as selling used records on eBay, and discusses the evolution of Y Combinator's Demo Day to a quarterly event. …

1
#87 - Eduardo Repetto: Financial Science Meets Portfolio Innovation 51:00

1M ago51:00

51:00

Eduardo is CIO of Avantis Investors, which manages over $75 billion in assets (as of 6/30/25). In this episode, Eduardo shares lessons learned from his journey as a scientist turned portfolio innovator—discussing financial science, systematic investing, and the future of asset management.