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DateTitreDurée
23 Nov 2021#34 - John Cochrane, The Return01:40:35

A second conversation with economist John Cochrane

 

Bio

John Cochrane is the Rose-Marie and Jack Anderson Senior Fellow of the Hoover Institution at Stanford University and the author of The Grumpy Economist Blog. Before that John was a Distinguished Senior Fellow of the University of Chicago Booth School of Business, he’s taught both MBA and PhD programs. And a fellow of the Becker-Friedman Institute, a Research Associate of the National Bureau of Economic Research. He is a past President and Fellow of the American Finance Association, and a Fellow of the Econometric Society. He’s served as the editor of numerous economics journals. He earned a Bachelor’s degree in Physics at MIT, and earned his Ph.D. in Economics at the University of California at Berkeley.

 

Times

  • 0:00 - Intro
  • 1:15 - Inflation, supply chain crisis & labor market shortages
  • 16:15 - Weird economic signals, looming recession?
  • 20:30 - Administrative state + government competence
  • 28:30 - Climate change
  • 37:30 - The media & censorship
  • 43:45 - Bitcoin
  • 50:00 - Central banks digital currencies
  • 1:00:30 - Government’s role in money
  • 1:07:00 - The relationship between debt & inflation
  • 1:19:00 - Stanford Free Speech / University of Austin
  • 1:33:00 - Nobel prize / institutional failure — rebuild or build anew?

 

Links

The Grumpy Economist blog

GoodFellows podcast 

narrativemonopoly.com

03 Jun 2021#18 - Marty Bent, Bitcoin & Energy00:55:28

Bio

Marty Bent is a bitcoiner, podcast host, and newsletter author — specifically knowledgable about the intersection of bitcoin and energy use. 

Times

  • 0:55 - Opening bitcoin talk
  • 3:10 - Intro to Marty
  • 5:55 - Working for Barstool Sports
  • 7:55 - The narrative of “bitcoin uses too much energy”
  • 11:10 - Framing of the narrative
  • 15:40 - Bitcoin accelerating renewables & conservationism
  • 20:55 - Carbon emissions & honest debates
  • 26:55 - The Fed
  • 30:10 - Is the goal for bitcoin to replace the dollar?
  • 31:25 - How does it become a medium of exchange?
  • 37:10 - Other crypto currencies besides bitcoin?
  • 41:10 - How does bitcoin end wars?
  • 44:10 - The ultimate goal of bitcoin
  • 46:25 - How to get started accumulating bitcoin
  • 52:25 - Where you can find Marty

 

Links

Marty's Newsletter

Marty's Podcasts

Marty's Twitter

Jeff's Twitter

Narrativemonopoly.com

17 Aug 2021#25 - Martin Gurri, Callin live Q & A00:45:47

Martin Gurri rejoins The Narrative Monopoly to do a live Q & A on the Callin app cross posted here

Q & A with Martin on: 

  • Revolt of the Public documentary??
  • History, his piece on CRT
  • The efficacy & reach of Crypto distribution vs legacy media
  • Cuba, Afghanistan, China

 

22 Apr 2021#12 - Robert Shiller, Narrative Economics00:55:10

Bio

Robert Shiller is a Nobel laureate, meaning he’s won the Nobel prize in economics. He’s a professor of Economics at Yale. He’s written countless papers, articles and books including Irrational Exuberance which predicted both the bubble in equities in the year 2000 as well as the housing crisis. He’s the “Shiller” in the Case-Shiller Indices which is how we measure home prices in this country. And he’s the author of the 2019 book, and main subject of today’s discussion, Narrative Economics.

Times

  • 1:00 - Intro
  • 2:00 - Comments on the state of equity markets
  • 6:30 - Narrative Contagion & Constellations
  • 11:00 - Neuroscience & narratives
  • 15:00 - Constructing narratives
  • 17:00 Contagion rate & cross-discipline learning
  • 19:00 - Consilience
  • 22:30 - Behavioral Economics vs Narrative Economics
  • 25:30 - Narratives & Truth / Marketing
  • 32:30 - October 29 crash narrative & recent crashes
  • 39:00 - How does internet distribution affect the contagion rate?
  • 43:00 - His recent Op-ed on 1920s
  • 49:00 - Thoughts on inflation

 

Link to his book Narrative Economics

His NYT Op-ed

Narrativemonopoly.com

Twitter

05 Feb 2021#2 - Jason Crawford, The Roots of Progress01:00:48

From the site: The Roots of Progress is a website about the history of technology and industry, and the philosophy of human progress. It was founded on the conviction that the story of progress is important and under appreciated, and deserves to be studied.

Jason Crawford is a former software engineering manager and tech startup founder.

Times: 

3:45 - What is progress?

7:30 - Progress in vaccines

21:00 - Regulatory structures & progress 

29:30 - Funding models for progress

40:00 - How much $$ would it take for you to live in John D. Rockafeller’s era?

45:00 - The great stagnation

53:00 - Time horizons & capturing value

 

Links:

 

narrativemonopoly.com

27 Oct 2021#32 - David Sacks, Callin01:01:30

This episode was recorded on Callin, a new social podcasting app

Bio

David Sacks is co-founder and general partner at Craft Ventures, founder of Callin, and co-host of the All-In Podcast. He has been a successful founder, investor, and operator for over two decades, including as member of the PayPal mafia and founder of Yammer. Some of his early stage investments include AirBnB, Bird, Eventbrite, Facebook, Lyft, OpenDoor, Palantir, Reddit, Slack, SpaceX, Twitter, and Uber. He also writes “Bottom Up SaaS,” a bible for SaaS companies. 
 

Times

  • 1:45 - Origin story of The All-In Podcast
  • 4:45 - Philosophical underpinnings & features of Callin
  • 9:15 - Changing Red Pills to Purple Pills
  • 14:30 - Proposed tax on unrealized gains
  • 23:30 - Nuances of the two party system
  • 34:00 - The US debt & deficit
  • 46:00 - Who makes up the MOD squad today / Social media addiction narrative
  • 55:15 - The US’s relationship with China

 

Links

Callin

Bottom Up SaaS

All-In Podcast

David's twitter

Jeff's twitter

narrativemonopoly.com

29 Apr 2021#13 - Eliana Johnson, Editor-in-Chief of the Washington Free Beacon00:55:53

Bio

Eliana Johnson is editor-in-chief of the Washington Free Beacon. Prior to joining the Free Beacon, she served as a White House correspondent at POLITICO. She is a regular presence on cable television and has appeared on NBC’s Meet the Press, CBS’s Face the Nation, ABC’s This Week, and the PBS News Hour. She graduated from Yale College with a degree in History.

 

Times

  • 0:15 - Eliana’s background
  • 3:15 -  Getting started in journalism
  • 6:00 - Incentives for sources
  • 10:00 -  A return to the party press & objective journalism
  • 18:00 - Rigor of & insights from working the White House beat
  • 22:30 - Young employees influence in newsrooms
  • 28:00 - Cable news
  • 31:00 - Update on the Biden administration
  • 34:40 - What has Biden left in place from the Trump administration?
  • 38:20 - “Infrastructure bill” update
  • 40:15 - Court packing commission
  • 42:30 - 2024 GOP Primary
  • 50:15 - Intra conservative debates impact on primary

 

Links

Eliana's twitter

Jeff's twitter

NarrativeMonopoly.com

 

13 May 2021#15 - Mark Galeotti, Russia01:20:38

Bio

Mark is one of the most knowledgeable people on the planet when it comes to everything Russia. He’s the CEO of Mayak Intelligence, he’s a PhD and has served as a professor a multiple schools including NYU and now the University College London School of Slavonic and East European Studies, he’s the author of many books on Russia. Including the recent titles A Short History of Russia and We Need to Talk about Putin How The West Gets Him Wrong.

Times

  • 1:25 - Intro to Mark
  • 4:30 - What it’s like to work in Russia (spoiler: he was shot at once)
  • 10:55 - Russian intelligence & USB sticks
  • 13:55 - Russian opinion of war in Afghanistan (having been there)
  • 19:40 - Monopolized narratives in Russia
  • 26:55 - Putin and these narratives
  • 30:55 - Do the people of Russia believe the narratives?
  • 35:25 - How much impact does the Bolshevik Revolution have on today’s Russia? / Putin’s time in KGB
  • 39:10 - Russia’s 3 parties
  • 41:25 - Are Russian elections from national to local all shams?
  • 43:40 - Navalny background & update
  • 57:55 - Russian build up on Ukrainian border
  • 1:05:25 - Russian legitimacy through Putin’s eyes
  • 1:08:40 - Does Russia need to become more aggressive? / Oil
  • 1:15:25 - What is Putin’s endgame?
  • 1:16:10 - Is the NHL black card rumor true?

Links

Mark's twitter

Mark's blog

Mark's Recent  Books:

 

Jeff's twitter

NarrativeMonopoly.com

27 May 2021#17 - Yuval Levin, Institutions01:07:11

Bio

Yuval Levin is the director of Social, Cultural, and Constitutional Studies at the American Enterprise Institute, he’s the founder and editor in chief of National Affairs. He was a domestic policy advisor to the 43rd President. He’s the author of numerous books including the subject of today's podcast, A Time to Build - From Family and Community to Congress and the Campus, How Recommitting to Our Institutions Can Revive the American Dream. And perhaps most importantly he’s seemingly always a few years ahead of the curve. He holds an MA and PhD from the Committee on Social Thought at the University of Chicago.

 

Times

  • 1:05 - Intro to Yuval
  • 2:25 - Who are the thinkers, dead or alive, that have most influenced you?
  • 4:45 - What’s the goal of Yuval’s work?
  • 7:45 - Connecting think tank work to policy
  • 12:45 - Yuval’s experience in the arena
  • 16:30 - Insiders vs outsiders
  • 20:45 - Younger Americans, Elites, & institutions
  • 27:30 - Defining institutions & their formative nature
  • 33:30 - Cameras in Congress (hint: get them out of committees)
  • 41:30 - Other reforms Yuval thinks are good
  • 47:00 - The history of Congressional reform
  • 51:15 - Restoring vs rebuilding institutions
  • 56:00 - The unasked question of American life
  • 59:00 - Who are the best thinkers on the left?
  • 1:01:45 - Yuval’s thoughts on the intra-conservative ideological debate

 

Links

Yuval's Book, A Time to Build

Yuval's highlighted work

Jeff's twitter

Narrativemonopoly.com

29 Jan 2021#1 - Martin Gurri, Revolt of the Public01:13:31

Martin Gurri is a former CIA analyst specializing in the relationship of politics and global media.  He is the author of the 2014 book The Revolt of the Public and the Crisis of Authority in the New Millennium. The book is a prophetic look at how the explosion of information is impacting our society. 

If you’re curious as to why the events we’ve seen over the past 12 months are happening, this book and this conversation are the best places to start.

Links to his book, his blog (The Fifth Wave), and his twitter are listed below: 

 

narrativemonopoly.com

08 Jun 2022#38 - Erik Torenberg, Narratives01:22:43

A conversation with Erik Torenberg on all things narrative and the The Narrative Monopoly

 

Bio

Erik Torenberg is co-Founder and co-CEO of OnDeck, which is on a mission to organize the world's ambition. Co-Founder and Partner of Village Global, an early stage venture fund. Erik was the first employee and on the founding team of Product Hunt. He's also a writer and podcast host. 

 

Times

  • 0:15 - Intro to Erik & breaking into tech
  • 6:00 - Status Theory of Narratives
  • 9:45 - Meta Narratives & Identity
  • 16:00 - Martin Gurri’s Crisis of Authority
  • 18:45 - Authenticity & Elon
  • 24:30 - The Narrative Monopoly
  • 43:15 - Truth & Narratives
  • 54:30 - The Current Thing
  • 1:00:30 - Lack of meaning
  • 1:05:15 - LARPs
  • 1:07:30 - Rethinking Higher-Ed

 

Links

Erik's blog

Erik's twitter

beondeck.com

villageglobal.vc

narrativemonopoly.com

25 Mar 2021#9 - Glenn Loury, Race & Economics01:01:12

Bio

Glenn Loury is a distinguished professor of economics at Brown University, he was a professor at Boston University, the University of Michigan, Northwestern University, and the first African American tenured professor of economics at Harvard. He’s the author of many books and essays, and the host of the popular Glenn Show podcast (link below). 

Times

  • 1:00 - Opening Banter
  • 5:45 - Development Narrative & Bias Narrative
  • 14:00 - Can the mix of these narratives be quantified?
  • 25:45 - Follow up on incarceration data
  • 29:00 - Education, teachers, & wages
  • 37:00 - Truth in the Bias Narrative & Glenn’s personal stories
  • 45:00 - Advancement in institutions
  • 52:00 - CRT & Structural Racism

Links

Glenn's Patreon & Podcast

Bloggingheads.tv

Glenn's Twitter

 

narrativemonopoly.com

Jeff's Twitter

20 May 2021#16 - Geoff Lewis, Vibe Capitalist01:09:47

Bio

Geoff Lewis is the Founder & Managing Partner of Bedrock, a technology investment firm currently managing approximately one billion dollars. He’s served on the Board of Directors for companies including Lyft, Nubank, and Workrise. He’s also invested in Wish, Vercel, Anduril, and more. Prior to founding Bedrock, Geoff was a Partner at Founders Fund and was the co-founder and ceo of the technology company Topguest

Times

  • 1:15 - Intro to Geoff
  • 2:15 - What makes a vibe capitalist?
  • 3:45 - Impact of money printer on Venture
  • 6:30 - Deal markups & entertainment funding vs venture funding
  • 12:45 - What drives Geoff as an investor
  • 16:30 - A few investors that Geoff admires
  • 18:45 - Temp Checks that struck a chord
  • 21:45 - Algorithmic governance
  • 25:30 - Geoff moved to Austin, how about Miami?
  • 27:15 - How does the real estate footprint impact the types of companies in each city? And other drivers
  • 33:15 - City culture and the impact on startups
  • 39:15 - Predictions for algorithmic governance
  • 42:00 - Inflation
  • 48:30 - Cohesive world views
  • 54:45 - Performative lunacy vs performative sanity
  • 1:01:00 - Reality Dysphoria Industrial Complex
  • 1:04:00 - What is the Narrative Monopoly?

Links

Bedrock letter

geofflewis.org

Temp Checks on YouTube

Geoff's twitter

Jeff's twitter

Narrativemonopoly.com

05 May 2022#37 - Eugene Volokh, Free Speech01:05:24

A conversation about free speech with UCLA law professor Eugene Volokh

 

Topics 

  • Computer engineering vs law
  • SCOTUS Leak
  • Background of free speech
  • Twitter and free speech
  • Are platforms utilities?
  • The Ministry of Truth Disinformation Board
  • And more!

 

Bio (from UCLA Law)

Eugene Volokh teaches First Amendment law and a First Amendment amicus brief clinic at UCLA School of Law, where he has also often taught copyright law, criminal law, tort law, and a seminar on firearms regulation policy.

Before coming to UCLA, he clerked for Justice Sandra Day O'Connor on the U.S. Supreme Court and for Judge Alex Kozinski on the U.S. Court of Appeals for the Ninth Circuit.

Volokh is the author of the textbooks The First Amendment and Related Statutes (6th ed. 2016), and Academic Legal Writing (5th ed. 2013), as well as over 90 law review articles. He is a member of The American Law Institute, a member of the American Heritage Dictionary Usage Panel, and the founder and coauthor of The Volokh Conspiracy, a leading legal blog. His law review articles have been cited by opinions in eight Supreme Court cases and several hundred court opinions in total, as well as several thousand scholarly articles.

Volokh worked for 12 years as a computer programmer. He graduated from UCLA with a B.S. in math-computer science at age 15, and has written many articles on computer software. Volokh was born in the USSR; his family emigrated to the U.S. when he was seven years old.

 

Links

The Volokh Conspiracy,

Free speech videos

narrativemonopoly.com

twitter

 

 

 

16 Apr 2021#11 - Philip Klein, Editor of National Review Online00:53:15

Philip Klein is the Editor of National Review Online. He's the author of numerous books including the subject of today's discussion, Fear Your Future: How the Deck Is Stacked Against Millennials and Why Socialism Would Make It Worse. Previously he was the executive editor of the Washington Examiner, a Washington correspondent for The American Spectator, and a financial reporter for Reuters.

Times

  • 0:15 - Philip’s Background & National Review
  • 3:45 - Intro to Philip’s book, Fear Your Future & Debt added by Covid
  • 10:00 - Why does debt matter?
  • 17:00 - Who has to pay? Millennials on the hook?
  • 25:00 - How to avoid a debt crisis
  • 29:00 - What changed to cause the sudden ramp of debt?
  • 32: 00 - The politics of debt
  • 40:00 - Was Bill Clinton a more conservative President than George W Bush?
  • 43:00 - Special Interests who depend on MORE debt
  • 51:00 - Closing thoughts

Book Link: Fear Your Future

Philip's Twitter

Jeff's Twitter

narrativemonopoly.com

24 Jun 2021#21 - Tom Joscelyn, al-Qaeda & Jihad01:10:37

Bio

Thomas Joscelyn is a senior fellow at the Foundation for Defense of Democracies and is senior editor of FDD’s Long War Journal, a widely read publication on counterterrorism and related issues. His main focus is on jihadism and how al-Qaeda and the Islamic State operate around the globe. 

He has served as a consultant for the FBI’s Counterterrorism Division and has testified before Congress on more than twenty times.

He has constructed dossiers on hundreds of terrorists during the course of his work. He’s been described as one of “the most trusted authorities on the al-Qaeda network because of his encyclopedic knowledge of terrorist biographies.” 

In 2017, as a result of Thomas’s efforts, the CIA declassified and released the vast majority of the files captured in Osama bin Laden’s compound.

 

Times

  • 1:00 - Intro to Tom
  • 2:00 - Bin Laden files & al-Qaeda intro
  • 7:15 - What was Bin Laden working on at the end?
  • 9:45 - The narrative that Bin Laden was “retired”
  • 15:30 - What is al-Qaeda?
  • 19:15 - Rationale for 9/11
  • 22:00 - Abdul Azzam
  • 23:15 - Ayman al-Zawahiri’s role and is he still active?
  • 27:00 - Media exposure of Zawahiri
  • 31:00 - Day to day operations of al-Qaeda & Its history w/ ISIS
  • 37:00 - Would al-Qaeda leave us alone if we got out of the Middle East?
  • 43:00 - Congressional authorization of war
  • 48:45 - What would the world have looked like if we got Bin Laden at Tora Bora?
  • 51:15 - Challenging the narrative of “2001 invasion of Afghanistan was a success”
  • 52:45 - The Taliban in Afghanistan
  • 57:00 - Does the Taliban have the appetite to sponsor another Bin Laden?
  • 60:45 - What’s the goal of al-Qaeda?
  • 1:02:30 - Final recap of narratives
  • 1:06:30 - American elites & leadership

 

Links

Tom's Long War Journal

Tom's twitter

Jeff's twitter

narrativemonopoly.com

16 Dec 2021#35 - Michael Fritzell, Asian Century Stocks01:00:04

A conversation with Michael Fritzell, author of Asian Century Stocks, on Asian markets and geopolitics

 

Bio

Michael Fritzell is a Singapore-based analyst and the author of Asian Century Stocks. He's worked as an analyst and co-portfolio manager in Asia for well over a decade.

 

Times

  • 0:15 - Intro
  • 0:55 - What is Asian Century Stocks & intro to Michael
  • 4:15 - Chinese politics
  • 8:15 - Michael’s media diet (east vs west)
  • 10:45 - Parsing out the truth in media
  • 13:15 - Evergrande
  • 19:15 - Which sectors in the Asian-Pacific is Michael bullish on?
  • 21:45 - Covid recovery in Asia
  • 27:15 - Specific equites
  • 32:15 - The Chinese sphere of influence & Taiwan
  • 39:15 - What’s going on with Hong Kong?
  • 43:45 - China
  • 49:45 - How to sift through and find truth in Chinese “official” reports and data
  • 53:45 - Is the 21st century the Asian century?
  • 56:15 Sections of Asian Century Stocks

 

Links

Asian Century Stocks

Michael's Twitter

Jeff's Twitter

narrativemonopoly.com

29 Jul 2021#24 - John Cochrane, The Grumpy Economist01:11:31

A conversation with world class economist John Cochrane on a wide range of topics

Bio

John Cochrane is the Rose-Marie and Jack Anderson Senior Fellow of the Hoover Institution at Stanford University and the author of The Grumpy Economist Blog. Before that John was a Distinguished Senior Fellow of the University of Chicago Booth School of Business, he’s taught both MBA and PhD programs. And a fellow of the Becker-Friedman Institute, a Research Associate of the National Bureau of Economic Research. He is a past President and Fellow of the American Finance Association, and a Fellow of the Econometric Society. He’s served as the editor of numerous economics journals. He earned a Bachelor’s degree in Physics at MIT, and earned his Ph.D. in Economics at the University of California at Berkeley.

 

Times

  • 0:15 - Intro
  • 1:30 - How did John become an economist?
  • 4:15 - How has the field of economics changed since John got started in it?
  • 7:00 - Are we all Keynesians now?
  • 10:15 - What’s going on with inflation?
  • 15:45 - Putting modern American life in perspective
  • 19:15 - Covid & the incompetence of bureaucracy
  • 22:30 - Counter culture
  • 28:30 - Woke vs Woodstock
  • 33:00 - Central banks getting involved in climate policy
  • 38:45 - The role of the Press, the failure of the Press and the 1st Amendment
  • 49:15 - The Grumpy Economist & blogging lessons
  • 53:30 - r < g (govt debt)
  • 59:00 - What & when of a debt crisis
  • 1:07:15 - What is John’s specialty? (If there is one)
  • 1:09:00 - Closing thoughts

 

Links

The Grumpy Economist blog

GoodFellows podcast 

narrativemonopoly.com

21 Sep 2021#27 - Joel Kotkin, Neo Feudalism00:52:06

Bio

Joel Kotkin is the Presidential Fellow at Chapman University, Executive Director of the Houston-based Urban Reform Institute , the author of 10 books including his most recent “ The Coming of Neo-Feudalism: A Warning to the Global Middle Class”. And he’s been described as “America’s uber-geographer”.

 

Times

  • 0:15 - Intro to Joel
  • 1:30 - The rise of neo-feudalism and what is it?
  • 15:30 -  Power vacuumed to the executive branch & federalism
  • 19:45 - Wealth inequality
  • 24:45 - Hypocrisy is part of the medieval mindset
  • 30:15 - Big government benefits big business
  • 38:45 - How the pandemic impacted America’s geography / economy
  • 44:30 - FAANG M&A
  • 50:30 - Closing segment

 

Links

The Coming of Neo-Feudalism: A Warning to the Global Middle Class

joelkotkin.com

Joel's twitter

Joel's podcast

narrativemonopoly.com

08 Apr 2021[Deconstructing the Narrative] - Context of Famous Vietnam Photo00:06:23

In this week's episode we're rolling out a new format - [Deconstructing the Narrative]. Every so often the podcast will deconstruct a popular narrative providing context and nuance behind it, to get to the truth. 

In this week's episode we deconstruct the narrative from the most infamous photograph of the war in Vietnam.  On February 1st 1968, US photographer Eddie Adams caught the precise moment South Vietnamese General Nguyễn Ngọc Loan executed Nguyễn Văn Lém with his .38 special Smith & Wesson. 

The narrative of Loan ruthlessly killing Lem went viral, and is still widely believed to this day. But is that really the case? Listen to find out. 

LINK TO PHOTO

Narrativemonopoly.com

Twitter

 

 

04 Mar 2021#6 - Bubba Atkinson, Axios & IJR01:04:56

Bubba Atkinson has a wealth of experience in media and has been at the forefront of the digital media revolution. Bubba was employee #10 at Axios, where he served on the executive team and  was the founding head of social, video, and audience . 

He was also a founding employee and editor in chief of IJReview. During his tenure, he oversaw the growth of 20 million facebook fans,  40 million unique visitors/month, 100 million pageviews/month, and over 3 billion total pageviews. 

He's now a consultant to some of the world's leading media properties.

06 May 2021#14 - Drew Holden, Red Thread Redemption00:49:09

Drew Holden is a public affairs consultant in Washington, D.C. He's well known for keeping the receipts on the media class and creating illuminating threads that show clear as day how the media treats different people with the same issue at hand. 

Times

  • 1:25 - Intro to Drew
  • 2:20 -  Drew explains his process for making the threads
  • 5:30 - What does Drew look out for?
  • 10:00 - Thoughts on the media ecosystem
  • 13:40 - Drew’s recent viral thread on Afghanistan pull out
  • 16:40 - Newsroom dynamics
  • 20:25 - Drew’s story of starting the twitter account and what is Drew’s goal with the threads?
  • 27:35 - What’s it like to get 20k Retweets?
  • 30:55 - Russian bounty story
  • 40:05 - Contagious narratives & truth
  • 47:00 - Ending

Links

Link to Drew's Afghanistan thread

narrativemonopoly.com

 

21 Oct 2021#31 - Jamie Catherwood, Investor Amnesia00:55:13

Bio

Jamie Catherwood is the publisher and author of Investor Amnesia ("The goal of Investor Amnesia is to provide investors with key insights and lessons from our past in order to avoid repeating the same mistakes.”). He majored in History at King’s College London, and entered the financial services industry after graduating. He started writing about financial history in 2018 and writes the Financial History: Sunday Reads newsletter, which goes out to over 14,000 people. 

He's guest lectured at the Yale School of Management, and his work has featured in the Wall Street Journal, Bloomberg News, Financial Times, CNBC and more. 

 

Times

  • 0:15 - Intro to Jamie & Investor Amnesia
  • 3:45 - What got Jamie into financial history
  • 6:30 - Old financial illustrations
  • 10:15 - How the government could harness speculation for productive uses
  • 20:30 - Detour on Cleveland, OH
  • 24:40 - Access to public and private companies and SPACs
  • 31:30 - Imperial finance
  • 42:45 - Busting the Tulip Bubble narrative
  • 45:30 - Importance of history
  • 50:45 - Jamie’s closing thoughts on how to apply financial history

 

Links

Investor Amnesia (articles, courses, etc)

IPO and SPAC article mentioned

Jamie's twitter

Jeff's twitter

narrativemonopoly.com

01 Apr 2021#10 - Mike Solana, Pirate Wires01:09:54

Bio

Mike Solana is a vice president at Founders Fund focused on community and brand. He is the creator / producer of the Anatomy of Next Podcast. He's the author and creator of Pirate Wires. 

Times

  • 1:00 - Hereticon Update & why Hereticon?
  • 7:30 - Believe science?
  • 9:00 - Speech at micro & macro levels
  • 12:00 - Cultural monopoly, monoculture, & counter-culture
  • 19:00 - Capitalism
  • 26:00 - Protest coverage & media approval
  • 32:45 - Impact of networked world on real world / regulating of social media?
  • 40:15 - Good at twitter?
  • 42:45 - San Francisco
  • 56:00 - A day in the life of Mike Solana / Twitter Battle Command
  • 58:00 - Is the Twitter Metaverse now more important than IRL?
  • 1:03:30 - Background & vision for Pirate Wires

Links

Piratewires.com

Mike's Twitter

Jeff's Twitter

narrativemonopoly.com

29 Apr 2022#36 - Michael S. Malone, The Big Score02:01:09

A conversation with Michael S. Malone, author of The Big Score, on the history of the semiconductor industry and silicon valley

 

Topics include (but not limited to): Fred Terman, Hewlett-Packard, Stanford, Vacuum Tubes, Varian Brothers, Fairchild, Intel, AMD, National Semiconductor, Bob Noyce, Gordon Moore, Arthur Rock, Andy Grove, Jerry Sanders, Charlie Sporck, Bob Widlar, Transistor, Microprocessor, Ted Hoff, Planar Manufacturing Process, Venture Capital, Eugene Kleiner, Nolan Bushnell, and More!

 

Bio (from Big Score)

Michael S. Malone has covered Silicon Valley and tech for over 30 years. His articles and editorials have appeared in the San Jose Mercury-News, Wall Street Journal, Economist, Fortune, and New York Times. He has written or co-authored more than 25 award-winning books, including Bill and Dave and The Intel Trinity, and co-produced The New Heroes, an Emmy-nominated miniseries on social entrepreneurs. He lives in Palo Alto, California.

 

Links

Buy The Big Score

Michael's podcast  — Silicon Insider

narrativemonopoly.com

twitter

14 Oct 2021#30 - Antonio García Martínez, The Pull Request01:04:11

Bio

Antonio García Martínez is a writer at and the publisher of The Pull Request, a publication about technology by technologists for technologists. He also hosts the The Pull Request podcast on Callin. He is best known for writing the best selling book: Chaos Monkeys, Obscene Fortune and Random Failure in Silicon Valley.  The book details his journey from the PhD physics program at Cal Berkley, to trading credit derivatives at Goldman, to founding a YC company - AdGrok, to working as Facebook's first ads targeting product manager. 

 

Times

  • 1:00 - Intro to Antonio, who is the smartest person Antonio has ever met, and intro Qs
  • 4:30 - We are no longer a serious people; Afghanistan & democracy
  • 11:15 - Elites solving problems for twitter not reality & hot button issues
  • 13:00 - Accountability in democracy
  • 15:45 - The Pull Request & tech journalism
  • 21:45 - Antonio pushes back on The Narrative Monopoly!
  • 29:45 - Thinking about what to focus on
  • 33:45 - 30 Years War analogy to where we are with the internet
  • 38:45 - Federalism
  • 41:15 - Austin and people leaving CA
  • 43:15 - Decoupling how information flows from matter moves and the implications
  • 51:30 - Historical counter point to problems of internet information distribution
  • 58:00 - The advent of frictionless and ubiquitous information
  • 1:02:45 - Where to find Antonio

 

Links

The Pull Request

Antonio's twitter

Narrativemonopoly.com

10 Mar 2021#7 - Josh Holmes, Future of the GOP01:19:11

Josh Holmes is a Founding Partner and President of Cavalry LLC. Prior to that he was Chief of Staff to U.S. Senator Mitch McConnell. He managed McConnell’s 2014 re-election campaign as well as numerous other Senate campaigns. He's also a frequent guest on Fox News, and the co-host of the podcast Ruthless. 

Times

  • 2:00 - Jen Rubin & opening banter
  • 6:10 - How should the GOP interact with the media moving forward?
  • 19:15 - Cable news
  • 23:00 - Tough votes / cult of personality & party politics 
  • 28:00 - Story on 2005 social security reform
  • 29:45 - State parties
  • 31:10 - How much overlap between Tea Party and Maga?
  • 36:15 - The Revolt of the Public
  • 38:50 - How to build the GOP & leadership
  • 50:15 - How to deal with bottom’s up party takeovers
  • 54:40 - Any policies from Trump to keep?
  • 1:02:45 - Trump Tweets
  • 1:05:30 - Filibuster repealed this year?
  • 1:11:30 - Josh answers HIS 3 final questions

Josh's twitter

Jeff's twitter

narrativemonopoly.com

18 Feb 2021#4 - Gerard Baker, WSJ Editor at Large01:32:39

A wide ranging conversation with WSJ Editor at Large (and former Editor in Chief), Gerard Baker. We touch on  everything from his experience in journalism, narratives, and recent social phenomena. 

From his WSJ Bio: "Gerry Baker is Editor-at-Large of The Wall Street Journal. His weekly column for the editorial page, “Free Expression,” appears in The Wall Street Journal each Tuesday. Mr. Baker is also host of “WSJ at Large with Gerry Baker,” a weekly news and current affairs interview show on the Fox Business Network.

Mr. Baker previously served as Editor-in-Chief of The Wall Street Journal and Dow Jones from 2013-2018. Prior to that, Mr. Baker was Deputy Editor-in-Chief of The Wall Street Journal from 2009-2013. He has been a journalist for more than 30 years, writing and broadcasting for some of the world’s most famous news organizations, including his tenure at The Financial Times, The Times of London, and The BBC.

He was educated at Corpus Christi College, Oxford University, where he graduated in 1983 with a 1st Class Honors Degree in Philosophy, Politics and Economics. You can follow him at @GerardTBaker.

 

narrativemonopoly.com

26 Feb 2021#5 - Doug Ellin, Entourage00:46:58

Doug Ellin was the creator, writer, and director of Entourage. We talk all things Entourage. 

  • 1:00 - Victory the Podcast
  • 2:00  - Will there be an Entourage reboot?
  • 4:00 - Doug’s path to Entourage
  • 6:00 - Getting Entourage off the ground
  • 9:00 - Difference between pilot and last episode?
  • 11:00 - Backstory of characters stuff
  • 14:00 - Ari Emanuel  / Harvey Weinstein stories
  • 16:00 - Cameos / real life story lines
  • 21:00 - Film vs Digital
  • 23:15 - How real is the show?
  • 27:15 - The state of comedy
  • 34:30 - Working with Gary Busey
  • 36:10 - Larry David
  • 39:00 - Mt. Rushmore of Guests
  • 43:00 - Doug’s new show

Links

Victory Podcast

Victory Instagram

@jfeiwell

13 Sep 2021#26 - Anthony Pompliano, Bitcoin & Media01:01:36

Bio

Anthony Pompliano is a bitcoiner, GP of Pomp investments, host of The Pomp Podcast, The Best Business show, author of The Pomp Letter, and last but not least - a veteran of our armed forces.

 

Times

  • 0:55 - Intro to Pomp
  • 2:00 - El Salvador & Bitcoin Beach
  • 8:10 - Halving
  • 10:00 - Btc as medium of exchange vs store of value (vs other assets)
  • 14:45 - Inflation & messaging
  • 16:15 - The crypto provision in DC is going to become law, enforcement, the ramifications, and what’s going on in DC
  • 21:15 - Will DC become friend or foe to btc?
  • 25:00 - How would/should the US embrace btc?
  • 30:00 - Putting btc on corporate balance sheets
  • 33:00 - Elon Musk & btc
  • 35:30 - Why is the media attacking btc?
  • 37:00 - Pomp on the media
  • 51:30 - Cancel culture, trust, authenticity, and society
  • 58:00 - The Best Business Show

 

Links

The Pomp Letter

Pomp's YouTube (Pomp Podcast & Best Business Show)

Nic Carter's "A Peaceful Revolution" (mentioned in the show)

12 Feb 2021#3 - Ben Hunt, Epsilon Theory01:02:26

Ben Hunt Bio from his site

Ben Hunt is the creator of Epsilon Theory. Over 100,000 professional investors and allocators across 180 countries read Epsilon Theory for its fresh perspective and novel insights into market dynamics. As Chief Investment Officer, Ben bears primary responsibility for determining the Company’s investment views and positioning of model portfolios. He is also the primary author of materials distributed through Epsilon Theory.

Ben taught political science for 10 years. He also wrote two academic books: Getting to War (Univ. of Michigan Press, 1997) and Policy and Party Competition (Routledge, 1992), which he co-authored with Michael Laver. Ben is the founder of two technology companies and the co-founder of SmartEquip, Inc., a software company for the construction equipment industry that provides intelligent schematics and parts diagrams to facilitate e-commerce in spare parts.

He began his investment career in 2003, first in venture capital and subsequently on two long/short equity hedge funds. He worked at Iridian Asset Management from 2006 until 2011 and TIG Advisors from 2012 until 2013. 

Ben is a graduate of Vanderbilt University (1986) and earned his Ph.D. in Government from Harvard University in 1991.

Times

  • 0:25 - Who is your Twitter avatar & why?
  • 6:45 - Zooming out with everything that’s going on
  • 9:40 - What’s going on with the Fed right now?
  • 21:15 - BITFD & the managerial class
  • 26:00 - Saving capitalism & the role of government
  • 30:15 - Financialization 
  • 32:00 - Public company board pay & composition
  • 39:00 - What comes after BITFD?
  • 43:25 - What about middle America?
  • 51:00 - Narratives & finding your pack 

Links

Epsilontheory.com

Epsilon Theory Manifesto

Post on Airlines

Gell Mann Amnesia

Ben's Twitter

Jeff's Twitter

Narrativemonopoly.com

15 Jul 2021#23 - Max Towey, Roca News00:51:36

 A conversation with Max Towey, co-founder and CEO of RocaNews, about the media and state of America

Bio

Max Towey is co-founder and CEO of RocaNews, a company committed to making news easy and enjoyable. He previously worked at a DC think tank where he hosted it’s official podcast Banter. He received an undergrad degree from Notre Dame.

 

Links

@ridethenews on Instagram

rocanews.com

Max on twitter

 

 

18 Mar 2021#8 - Adam White, Law & the Judiciary01:06:56

A conversation with Adam White, Resident Scholar at the American Enterprise Institute & Executive Director of George Mason University's Gray Center for the Study of the Administrative State
 

Bio (from AEI)

Adam White is a resident scholar at the American Enterprise Institute, where he focuses on American constitutionalism, the Supreme Court, and the administrative state. Concurrently, he is assistant professor of law and the director of the C. Boyden Gray Center for the Study of the Administrative State at the Antonin Scalia Law School at George Mason University.

Mr. White previously practiced constitutional and administrative law, particularly in the regulation of energy and the environment, finance, and telecommunications. He was a research fellow for Stanford University’s Hoover Institution and an adjunct fellow for the Manhattan Institute. He started his legal career as a law clerk for Judge David B. Sentelle at the US Court of Appeals for the DC Circuit.

Mr. White has appeared in publications such as The Wall Street Journal, National Affairs, Commentary, The Harvard Journal of Law & Public Policy, and the Notre Dame Law Review. 

Mr. White has testified before a variety of US House and US Senate committees, including the Senate Judiciary Committee; the House Judiciary Subcommittee on Regulatory Reform, Commercial, and Antitrust Law (currently known as the Subcommittee on Antitrust, Commercial, and Administrative Law); the Senate Commerce Committee; and the House Financial Services Subcommittee on Oversight and Investigations.

He has a JD from Harvard Law School and a bachelor of business administration from the College of Business at the University of Iowa.

Times

  • 1:45 - The Administrative State
  • 13:15  - Fixing the Administrative State & Transition to the Courts
  • 18:30 - Role of Congress
  • 21:30 - Earmarks
  • 26:00 - Cameras in Congress and the Court
  • 30:45 - SCOTUS Talk
  • 34:30 - Debates within Originalism
  • 38:15 - Narratives and the Courts / Term limits
  • 47:25 - Adam’s switch from Hoover to AEI
  • 52:15 - Think tanks vs publishers
  • 57:30 - What does it take to keep a republic?
     

Links

Adam's podcast, Unprecedential

Adam's twitter

His Atlantic piece mentioned in the show

Jeff's twitter

narrativemonopoly.com

10 Jun 2021#19 - Mike Maples, Jr., Relentless Optimist01:06:19

Bio

Mike is a co-founding Partner at Floodgate, a venture firm in the bay area. Some of Mike’s investments include Twitter, Twitch.tv, Lyft, Clover Health, Okta, and Chegg. Before founding Floodgate Mike was founder and operating executive at back-to-back startup IPOs, including Tivoli Systems and Motive. Mike is the host of the Starting Greatness podcast, which shares startup lessons from the super performers.

Times

  • 1:10 - Intro to Mike
  • 2:10 - Centralization vs decentralization
  • 13:40 - Metcalfe’s law & deploying capital based on it
  • 17:10 - How does network capitalism and decentralization connect?
  • 21:40 - Federalism & Austin
  • 23:25 - Nihilism vs A Time to Build
  • 28:40 - How do you get people to believe in progress?
  • 36:00 - Impact of culture
  • 39:40 - Technology & institutions
  • 43:00 - Nation states vs micro-sovereignties (like bitcoin)
  • 46:40 - Mike’s framework for companies of Beer Slammer vs Wine Sipper applied to ideas
  • 58:10 - Choices, agency, & optimism
  • 1:00:10 -  Mayor Francis Suarez
  • 1:03:00 - Mike’s closing wisdom

Links

Mike's podcast

Mike's twitter

narrativemonopoly.com

06 Oct 2021#29 - Lanhee Chen, California & Health Care00:55:16

Bio

Lanhee Chen is currently a candidate for Controller of California. After earning four degrees from Harvard University, including a law degree and doctorate in political science, he served in senior roles in both Republican and Democratic presidential administrations.

Lanhee is regarded as one of America’s leading policy commentators and experts - specifically on health care. He teaches at Stanford,  was unanimously confirmed by the United States Senate to serve as a member of the independent and bipartisan Social Security Advisory Board.

Lanhee has also built his own small business, which focuses on providing advice on fiscal and other public policy issues to leaders in both the public and private sectors. He is an investor who works with entrepreneurs to help them grow their businesses and create new jobs. He is currently the Chair of the Board of Directors of El Camino Health, a health care system in his community.

 

Times

  • 0:15 - Intro to Lanhee
  • 1:30 - What does the Controller of CA do & why is Lanhee running?
  • 5:15 - Focusing on state policy vs federal policy
  • 7:15 - $31 billion in unemployment insurance fraud
  • 16:00 - Conceptualizing how large $30 billion is for CA
  • 19:00 - Will CA see any of that money again?
  • 21:15 - Audit powers of the Controller
  • 25:15 - Medi-Cal & Medicaid
  • 32:00 - Major drivers of health care costs
  • 40:15 - Specifics of price transparency & cost
  • 45:45 - History of employment based health care & path dependence
  • 52:30 - Closing thoughts on the Golden State

 

Links

Lanhee's campaign website

Lanhee's twitter

Narrativemonopoly.com

23 Sep 2021#28 - Mark Nelson, Nuclear Energy01:13:32

Bio

Mark Nelson is a Managing Director at Radiant Energy Fund. He’s one of the world’s foremost authorities on nuclear energy. In his capacity with the fund, he fights to keep Nuclear energy plants open around the world.

 

Times

  • 1:00 - Intro to Mark & Radiant Energy Fund
  • 4:45 - Belgium’s 2 nuclear plants & the green plan
  • 9:30 - Why nuclear? Nuclear vs other energy 101
  • 18:00 - Is nuclear safe?
  • 23:00 - Price disparity between nuclear and nat gas
  • 28:30 - The argument against nuclear, Mark steel man’s himself
  • 34:45 - Coming Russian of nat gas this winter
  • 38:45 - NY state closed Indian Point nuclear plant and there will be electricity shortages this winter
  • 47:45 - Climate change and intersectionality
  • 50:45 - Chernobyl + HBO’s Chernobyl making people fearful
  • 54:15 - Nuclear reactors and plants in the United States
  • 56:30 - Mark’s political philosophy (not partisan)
  • 1:00:30 - The recent saving of a nuclear plant in Illinois
  • 1:09:45 - Will Mark and I buy a nuclear plant? How much do they cost?

 

Links

Mark's twitter

Jeff's twitter

mark@radiantenergyfund.org

narrativemonopoly.com

 

18 Nov 2021#33 - James Poulos, Human Forever01:04:21

A conversation with James Poulos on his new book Human Forever

 

Bio

James Poulos is the Executive Editor of The American Mind and author of the books The Art of Being Free: How Alexis de Tocqueville Can Save Us from Ourselves and now Human Forever.

Dr. Poulos graduated from Duke University with distinction in Political Science and received his Ph.D. in Government from Georgetown University. He is also the contributing editor of American Affairs and a fellow at the Center for the Study of Digital Life.

 

Links

humanforever.us

Get the book at: CANONIC .XYZ

James' twitter

narrativemonopoly.com

08 Jul 2021#22 - Brian Riedl, Budget Whisperer & Debt Crusader00:58:18

Bio

(From Manhattan Institute) - Brian Riedl is a senior fellow at the Manhattan Institute, focusing on budget, tax, and economic policy. Previously, he worked for six years as chief economist to Senator Rob Portman (R-OH) and as staff director of the Senate Finance Subcommittee on Fiscal Responsibility and Economic Growth. He also served as a director of budget and spending policy for Marco Rubio’s presidential campaign and was the lead architect of the ten-year deficit-reduction plan for Mitt Romney’s presidential campaign.

During 2001–11, Riedl served as the Heritage Foundation’s lead research fellow on federal budget and spending policy. In that position, he helped lay the groundwork for Congress to cap soaring federal spending, rein in farm subsidies, and ban pork-barrel earmarks. Riedl’s writing and research have been featured in, among others, the New York Times, Wall Street Journal, Washington Post, Los Angeles Times, and National Review; he is a frequent guest on NBC, CBS, PBS, CNN, FOX News, MSNBC, and C-SPAN.

Riedl holds a bachelor's degree in economics and political science from the University of Wisconsin and a master's degree in public affairs from Princeton University.

 

Times

  • 0:45 - Intro to Brian
  • 1:45 - Status of the federal debt and why is it so important
  • 6:45 - The insanity of future budget deficits
  • 9:30 - Will there be a crash or slow decline?
  • 14:30 - When will it happen?
  • 16:15 - Entitlements are THE problem and both parties are big spending parties
  • 20:30 - Who actually holds the debt?
  • 25:45 - Interest rates
  • 32:15 - Is American debt too big to fail?
  • 35:30 - Can all the millionaires and billionaires pay for the debt?
  • 40:45 - How would Brian fix the debt crisis?
  • 44:45 - Low hanging fruit
  • 49:45 - AARP
  • 53:45 - Brian’s closing thoughts

 

Links

List of Brian's writing

Brian's twitter

Jeff's twitter

narrativemonopoly.com

 

17 Jun 2021#20 - Kat Cole, Brand, Distribution, & Leadership00:51:10

Bio

Kat Cole is the former Chief Operating Officer and president of Focus Brands. Her journey began as a Hooters hostess at age 17, and within 2 years she was traveling around the world launching new locations for the company becoming a Vice President at 26. In 2010 she became the president of Cinnabon, turning the company around during the recession. That was part of Focus Brands — the parent company of Auntie Anne’s, Carvel, Cinnabon, Jamba, Moe’s Southwest Grill, McAlister’s Deli, and Schlotzsky’s. For 10 years at Focus she was a turnaround artist of its franchise businesses and grew global, multi-channel retail offerings to more than $1 billion in branded sales.

 

Times

  • 1:00 - Into to Kat
  • 3:15 - How did her career accelerate so fast?
  • 7:30 - What is brand?
  • 9:30 - What goes into brand?
  • 12:45 - Interactions & brand
  • 16:00 - Is brand centralized or decentralized in the org chart?
  • 19:00 - Who are the brands that impress Kat?
  • 20:30 - How to think about distribution
  • 26:00 - Store in store concept
  • 28:30 - Grocery store distribution
  • 32:30 - Future of the restaurant industry
  • 34:45 - Thoughts on ghost kitchens and virtual brands
  • 39:30 - How has travel impacted Kat professionally?
  • 47:30 - How to become a better leader?
  • 49:15 - Where to find Kat

 

Links

Kat's substack

Kat's twitter

Jeff's twitter

narrativemonopoly.com

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