Liberty's Highlights

Jan 17 2025 31 ep. 74 mins 36
Liberty's Highlights Podcast artwork

Investing & business, science & technology, and the arts.

www.libertyrpf.com

  Business  Technology
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


Interview with David Kim a.k.a. Scuttleblurb (2025) 📈📉📊💰💸

Jan 17 2025 38 mins  
One of my very favorite annual traditions is conducting this interview with my friend David Kim, aka Scuttleblurb (🕵📝).His investment research journal/company deep dives/business explorations were a key inspiration for this 🚢 steamboat. While the format is different, I hope there are similarities in the spirit. And I know that he has influenced and inspired many others —

Mark Nelson: New U.S. Energy Policy, Chris Wright as Sec of Energy, Oil & Gas, LNG, Gigawatt-Scale Nuclear, Batteries, and Solar (Part 2) ⚡️🔌 🛢️⛽️⚛️🔋

Dec 06 2024 60 mins  
Mark Nelson is back for Part 2!(If you missed it, here’s part 1)Another wide-ranging conversation: We discuss the implications of the new U.S. administration on energy policy, particularly focusing on Chris Wright, the incoming Secretary of Energy.We explore Wright’s background in the oil and gas industry, his connections to the nuclear sector through his board position at Oklo

TENET Deconstructed: ↔️ Christopher Nolan's Mind-Bending Time Thriller 🔁

Nov 20 2024 112 mins  
🚨 Note: The first part of the podcast is spoiler-free. The spoilers only start after a warning 🚨What happens when six film enthusiasts dissect Christopher Nolan's most ambitious and polarizing puzzle box? 🧩We dive deep into TENET — exploring and deconstructing the film's twisted timeline, inverted action sequences, and reality-bending concepts. 🕰️ 🧠🌀What worke

Mark Nelson: How AI is Forcing Big Tech to Abandon '100% Renewable' Fantasy for Nuclear Reality (Part 1) ⚡️🔌 ⚛️ 🏭 🤖

Nov 04 2024 37 mins  
Mark Nelson is back! (our first conversation is here)We discussed how AI's massive power needs are reshaping energy policy in unexpected ways.For years, Big Tech claimed to run on '100% renewable energy' while quietly relying on nuclear and fossil fuels. But now, as companies race to build massive AI computing centers requiring gigawatts of reliable 24/7 power, that pretense is cru

The Cost of Glory with Alex Petkas: Timeless Lessons from Ancient Greece and Rome 🏛️🏺📜 🏹⚔️🦅⚖️

Sep 27 2024 98 mins  
I’m excited to share with you one of my favorite podcasts that I’ve recorded! 🎧🥇I hope you enjoy it and will ➡️ subscribe to ‘Cost of Glory’ ⬅️ (listen on: Spotify or Apple Podcast) and follow Alex’s explorations of the greatest stories from Roman and Greek antiquity.It’s like a time machine for the mind, and might inspire you to read some of the great boo

Semiconductors Industry: Going Deep with Mostly Borrowed Ideas (MBI) on TSMC, Texas Instruments, Nvidia, Intel, Hyperscalers, etc

Jul 12 2024 74 mins  
On his eighth appearance on the podcast, MBI (🇧🇩🇺🇸) joins me to discuss one of humanity’s most impressive achievements: The semiconductor industry.Of course, we can’t talk about everything, and this isn’t meant to be a structured primer (for that, see below). It’s just a mostly unstructured conversation among friends, discussing whatever we find interesting in t

Sicario by Denis Villeneuve: Going Deep with Ed William and Dylan O'Sullivan 🎥 🎬 🎞️ 🍿

Jan 29 2024 53 mins  
Here’s something a little different. A fun — but dark! — one.I’m a big fan of Denis Villeneuve, and I was due for a re-watch of ‘Sicario’ (2015, written by Taylor Sheridan).It was the perfect opportunity to nerd out about the film, so I recruited my OSV colleagues Ed William (🇬🇧) and Dylan O’Sullivan (🇮🇪) for that task. (You should follow them on Twitter,

Trung Phan: Solving the Twitter Puzzle, What He Learned from Rick Rubin, Christopher Nolan, AI, and more ✍️🤣🎥🎬🇻🇳🤖

Sep 14 2023 83 mins  
Today, I’m joined by my friend Trung Phan! He’s multi-talented, funny and smart, a great writer, podcaster, and just overall good dude 👍In this conversation, we cover a lot of things from the Trung Expanded Universe, from the network effect at companies like Twitter/X and Facebook to Chernobyl and partying in Vietnam, we talk about creating online and how he got so good at s

Meta Platforms & Mark Zuckerberg: Going Deep with Mostly Borrowed Ideas (MBI)! 🕵️‍♂️🩻

Aug 19 2023 94 mins  
On his sixth appearance on the pod, MBI joins me to discuss the most polarizing of the Big Tech companies: Meta Platforms (the artist formerly known as Facebook).Of course, it’s impossible to talk about it without talking about Mark Zuckerberg, so we try to better understand how he thinks about the company that he founded when he was 19, and how he compares to other founders.Ther

Microsoft: Going Deep with Mostly Borrowed Ideas (MBI) 🕵️‍♂️🩻

May 22 2023 82 mins  
I’m excited to share with you another fun conversation with my good friend MBI (💎🐕). This marks his sixth appearance on the podcast, putting him in the lead ahead of David Senra with four (not that anyone’s counting!).Our starting point is his Deep Dive on Microsoft, which I strongly recommend:* 📄 Microsoft: The Quintessential Technology Company (sub. required)It’s a