Avsnitt
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Mart is the analyst known as Yellowbull (@Yellowbull11) on Twitter. He writes a biweekly newsletter covering relevant news in the uranium sector, coverage of uranium companies, sample portfolios and much more.
Mart’s Twitter: @Yellowbull11
Mart’s Newsletter: https://www.patreon.com/contrariancodex
Vasanth’s Twitter: @NextVasanth
Vasanth’s Newsletter: https://nextbite.substack.com/
Time stamps:
00:34 - Approach to researching companies
04:45 -Jurisdictional impact on investing
07:15 - Getting exposure to the Chinese market
10:24 - Seasonality/contracting
13:37 - EU Taxonomy
17:01 - Public sentiment in Europe
18:33 - Kazatomprom
22:25 - How do Uranium ETFs determine which mining companies need to be sold and which ones need to be bought?
24:54 - Interest rate yields
27:15 - Impact form retail traders
30:02 - Keys to writing a successful paid newsletter
32:15 - What’s a topic in this field that you feel isn’t discussed enough?
34:24 - Strongest bear case against Uranium
Intro Music: "Pain is the Essence" remix by @AdiSoundsGood on Twitter
Disclaimer: The contents in this episode is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. -
Justin Huhn is the analyst and writer behind Uranium Insider, which is the leading authority in uranium market news, analysis, & identifying the best companies in the space.
Justin’s Newsletter: https://www.uraniuminsider.com/
Justin’s Twitter: @uraniuminsider
Vasanth’s Newsletter: https://nextbite.substack.com/
Vasanth’s Twitter: @NextVasanth
Time stamps:
00:42 - What got Justin into Uranium.
02:51 - Are we in the middle of another squeeze?
04:48 - How transparent is supply?
08:18 - Sprott Physical Uranium Trust (SPUT) and their influence on the market
15:04 - Hedge Funds purchasing physical uranium
16:50 - CRDN and jurisdictional risk
19:31 - Nuclear provisions in the US infrastructure bill
20:54 - Social media and it’s role in the uranium markets
26:07 - What piece on the demand side is not being widely recognized?
29:13 - What will signal the top of the bull market?
31:41 - Is there seasonality? Is Justin a buyer right now?
35:18 - What is a topic in this filled that isn’t discussed enough or hasn’t gotten enough exposure?
38:31 - Can Thorium be a substitute to Nuclear?
Intro Music: "Pain is the Essense" remix by @AdiSoundsGood on Twitter
Art Hyde (Segra Capital) - https://www.segracapital.com/commentary/you-say-you-want-a-revolutionDisclaimer: The contents presented in this episode is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.
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Saknas det avsnitt?
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York Zhang, a propulsion engineer at Blue Origin, joins us again for a deep cut on Space. We discuss some of the future innovations we can expect and other topics of relevance currently affecting the space industry.
Time Stamps:
00:54 - How many space companies can the market accommodate?
03:00 - Future market segmentation in space
04:31 - The disconnect between marketing and reality
08:09 - Varda
15:31 - Varda deep cut
16:08 - Will SpaceX derive significant revenue from delivering payloads for external parties?
17:28 - Minimum financing required in order to contract with SpaceX?
20:32 - Bidding for future payloads
21:24 - Regulation around satellites
23:24 - Can we expect cooperation between the US and China on future space innovation?
28:04 - Other players focused on space innovation
29:00 - Is SpaceX really going to put advertisements in the sky?
30:49 - How will space factor into the classic academic disciplines?
35:31 - Traditional media and space
41:31 - Blue Origin and HLS
44:28 - The Blue Origin Brand
46:18 - Incentive misalignment between management and employees
48:47 - Why did NASA go with SpaceX and not Blue Origin?
50:35 - Should we be skeptical of the promises being made by SpaceX?
53:36 - Did Bezos going to space help Blue Origin’s brand?
55:37 - How important is external validation for Blue Origin?
Find Vasanth on Twitter - @NextVasanth
Find Faraz on Twitter - @fzfromcupertino
Intro Music: "Pain is the Essence" remix by @AdiSoundsGood on Twitter
Disclaimer: The content presented in this episode is for informational purposes only, you should not countersue any such information or other material as legal, tax, investment, financial or other advice. -
Durable Investments tells us about the current/future state of the cloud business and AWS’s interesting positioning over the next 10 years.
Show Notes:
01:12 - What is AWS?
03:40 - What did people do before AWS?
06:52 - How is AWS different compared to Microsoft/Google?
12:18 - How are Microsoft and Google competing with AWS considering AWS has a significant head-start?
16:23 - Google and Microsoft’s strategy for acquiring customers
20:36 - Market capitalization of the total cloud market
26:08 - How will the cloud business look in 2030/2035?
27:17 - Biggest constraint to AWS growth
29:34 - AWS is recession proof
33:44 - Future upstarts and disruption
42:24 - How to approach finance as a technologist?
Find Durable Investments on Twitter - @retaox
Find Vasanth - @NextVasanth
Find Faraz - @fzfromcupertino
Intro Music: “Pain is the Essence” remix by @AdiSoundsGood on Twitter
Disclaimer: The content presented in this episode is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.
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Dr. Naveed Sherwani is a serial entrepreneur and technical leader in the world of semiconductors. As a professor at Western Michigan University, he wrote several books and hundreds of articles about chip design and manufacturing. He was the founder of Open Silicon, PeerNova, and was the CEO of SiFive. Currently he’s the Chairman of the Silicon Federation, which aims to democratize chip design.
Dr. Sherwani’s Linkedin - https://www.linkedin.com/in/naveed-sherwani-2a789/
Timestamps:
2:11 - An explanation of the semiconductor shortage
5:37 - Roadmap of chip design to final product
9:25 - Semiconductors are a human right
11:41 - Semiconductors are the new oil
17:10 - How do we get semiconductors into the poorest countries?
20:08 - Silicon Federation (https://www.linkedin.com/company/siliconfederation/about/)
21:59 - How do you incentivize corporations to open source semiconductor technology?
24:49 - Will a new era of hardware lead to a Cambrian explosion in startups?
27:12 - The next two decades of chip development
30:25 - Getting young people excited about hardware
38:27 - Is China ahead of the US in artificial intelligence?
43:11 - To what extent is ML a hardware problem?
45:13 - Building a global education infrastructure
50:00 - How do you democratize education opportunities for the world?
53:19 - In your opinion, what is the best piece of software ever built?
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Jeff Moore is a real estate and stock market investor. We discuss information asymmetry in the capital markets and how to leverage them, the ongoing technological disruption and how it can dramatically improve small and medium sized businesses around the country, and the intangible things that prevent business owners from changing their operating behavior.
Twitter: @ragnarisapirate
Blog: Ragnarisapirate.blogspot.com
Timestamps
01:03 - Thrive ($THRY)
05:55 - Risk/benefits of investing in small cap stocks
08:45 - Information asymmetry and arbitrage
14:18 - Zero fee trading and liquidity in small caps
19:30 - Softwares for SMB’s
23:56 - What’s stopping SMB operators from adopting new technology?
26:59 - Do SaaS companies have a responsibility to educate their potential customers?
32:12 - How accurately do we know the total addressable market for SMB SaaS companies?
34:56 - What are SaaS companies not understanding about their customers?
35:37 - Jeff’s real estate business
39:04 - Blackrock and institutional buying in real estate
44:56 - Interesting stocks over the next two years/ Caveat Emptor stocks
53:10 - What is something Jeff wishes more people knew about?
Intro Music: "Pain is the Essence" remix by @AdiSoundsGood on Twitter -
Elisabeth Bik, PhD, is a science integrity consultant who specializes in finding image duplications in scientific papers. After receiving her PhD in Microbiology at Utrecht University in The Netherlands, she worked 15 years at the Stanford University School of Medicine on the microbiomes of humans and marine mammals. From 2016-2019, she worked at two microbiome startup companies. In March 2019, she left her job to become a science integrity volunteer and occasional consultant. She can often be found discussing science papers on Twitter at @MicrobiomDigest, writing for her blog ScienceIntegrityDigest or searching the biomedical literature for inappropriately duplicated or manipulated photographic images and plagiarized text. She has reported over 4,000 papers for issues with image duplication or other concerns. Her work has been featured in Nature, Science, Wall Street Journal, New York Times, Washington Post, Le Monde, and The Times (UK). In April 2021 she was awarded the Peter Wildy Prize by the UK Microbiology Society for her contributions in science communication.
Twitter: @MicrobiomDigestNew Yorker Article - https://www.newyorker.com/science/elements/how-a-sharp-eyed-scientist-became-biologys-image-detective
Favorite Study - "Host lifestyle affects human microbiota on daily timescales" by Lawrence David - https://genomebiology.biomedcentral.com/track/pdf/10.1186/gb-2014-15-7-r89.pdf
If you would like to support Dr. Bik's work, consider becoming a patron at: https://www.patreon.com/elisabethbik
Timestamps:
00:51 - Biology's image detective
01:59 - The scope of fraud in science
03:37 - What is motivating scientists to commit fraud?
04:46 - Dr. Bik's early work with plagiarism
08:54 - Incentive structures that lead to fraud in science
12:09 - Peer review and the role of editors at science journals/newspapers
14:44 - How can we change the system?
16:07 - How can non-PhD's approach reading scientific papers?
18:27 - Are pre-publication sites good for science?
21:14 - Hydroxychloroquine
24:49 - Ongoing cases against Dr. Bik
30:12 - Public perception of scientific integrity
35:24 - Algorithmic fraud detector
38:43 - Dr. Bik's ultimate mission
40:40 - Dr. Bik's favorite paper
Hosts:
Vasanth Thiruvadi - @NextVasanth
Faraz Abidi - @fzfromcupertino
Intro Music: "Pain is the Essence" remix by @AdiSoundsGood on Twitter -
Jenil Thakker is the founder of Coinvise - an open platform that enables creators to mint social tokens and build economic incentives around it.
Coinvise - https://coinvise.co
Twitter - @0xjenil
Timestamps:
00:59 - Coinvise
02:03 - The significance of DAO’s
9:11 - Importance of decentralization
12:19 - Level of crypto awareness in India
15:10 - Level of support from the Indian government
19:30 - How does Coinvise make money?
20:20 - NFT’s
24:31 - Turning fans into superfans
28:24 - First 100 users
30:18 - What is the biggest challenge ahead for Coinvise?
31:16 - Competition in the crypto space
33:58 - Design choices at Coinvise
35:18 - Favorite piece of technology
Intro Music: “Pain is the Essence” remix by @AdiSoundsGood on Twitter -
Nikhil Vimal is an AI Consultant, Startup/Product Advisor + Angel, and the Co-Owner of Team Meteor. He's been in the technology/startup space for over 8 years and has been focused on different projects + ventures in the world of open source, conversational ai, customer experience, and more. He is also a frequent speaker at different tech/startup-focused events around the United States, and has been featured on VentureBeat, LinkedIn, and Business Insider. He is also currently an Independent Innovation Consultant for the National Football League.
Twitter: https://twitter.com/nikvimal
LinkedIn: https://www.linkedin.com/in/nikhilvimal/
Company Website: Chatmode.io
Personal Website: https://nikhilvimal.com/
Team Meteor: https://twitter.com/TeamMeteorGG
Timestamps:
00:51 - Co-owning an e-sports team
04:27 - How do you build an engaging community around e-sports?
06:32 - Leveraging experience gained in e-sports into other areas
09:04 - Building partnerships and being scrappy
11:36 - Operating in a space that’s still developing
13:58 - What’s most challenging about leveling up in e-sports?
16:44 - Do athletes in e-sports have to have personas outside of the sport in order to be marketable?
22:02 - Biggest lever yet to be unlocked in the e-sports space?
24:27 - Value of experimentation
27:23 - Partnerships and experimentation
32:19 - How to implement experimentation and convert users?
36:25 - Building Chatmode.io
44:28 - Angel investing
46:47 - What is something that you wish more people knew more about?
Music by - https://twitter.com/AdiSoundsGood -
Seemi Kazmi is currently an executive director and global lead for Digital Health Solutions at Novartis. In this role she is responsible for developing technology solutions that help patients and physicians diagnose, treat and manage disease. Seemi started her career as a nuclear physicist and in her pursuit of the cool and innovative, has explored everything from telecommunications to augmented reality at leading companies like Nokia, Qualcomm, and Amgen.
Timestamps:
1:37 - Sleep technology
5:11 - User experience's role in changing human behavior
6:45 - How do you change human behavior?
11:17 - How do you incentivize people to care more about their health?
14:02 - The role emotion plays in human behavior
16:24 - Habit forming
19:09 - Apple's consumer healthcare products
25:01 - Is it possible for a small startup to take on big pharma?
29:02 - Is innovation easier in countries with government provided healthcare?
31:06 - Interesting consumer healthcare companies
32:40 - Is the evidence burden too high?
34:47 - Is America the best place to start a healthcare company?
36:56 - Is digital healthcare just for the rich?
39:51 - Will tech companies ever take over digital health completely?
42:58 - How can someone in software break into digital health?
45:24 - Seemi's favorite piece of technology
Music by - https://twitter.com/AdiSoundsGood -
Josh Ogundu is currently a product operations lead at TikTok, previously worked in consumer product across media and communication tools. Outside of product he has an affinity for entertainment as well as college sports. Shoutout to The Big Ten & PAC 12.
Twitter handle: https://twitter.com/JoshuaOgundu
Most recent article feature: https://www.cnbc.com/2021/04/11/tech-comedians-poke-fun-at-employers.html
Time Stamps:00:50 - Josh’s most non-consensus opinions
3:06 - How to make engaging content on TikTok?
5:32 - The value of 100 true fans
7:50 - How important is distribution?
10:06 - How can non-technical people recruit technical people to join their startup?
13:38 - Launching distribution for a new startup
16:47 - How to leverage new media for startups?
24:11 - How do you amass social capital?
27:04 - The value of a college education in tech
31:39 - What challenges are Black and Latinx people facing in tech that others are not?
36:36 - Best piece of technology according to Josh
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York Zhang is a propulsion test engineer at Blue Origin. York thought propulsion was cooler than being a chemical engineer, but completed his degree anyways. He too believes humanity should be a multiplanetary species and the path to transhumanism is inevitable. He spends his time binging video essays and visiting universities.
Time Stamps:
00:15 - What does York do?
1:05 - What does the future of space exploration look like for humans?
3:05 - Anti-fragility
4:19 - Chaos monkeys
5:47 - Augmenting the human body for space
7:05 - Abundance and untapped potential on space
12:31 - Advances in neurotechnology
14:20 - What is the size of the neurotechnology market?
15:51 - What is the difference between SpaceX and Blue Origin?
19:35 - Why should environmentalists be rooting for Jeff Bezos?
23:09 - What will the second generation of space technology look like?
26:07 - How much of the public’s resources should we allocate to space innovation?
30:41 - Lowering cost of access to space
33:44 - What is the rest of the world doing in regards to space?
34:18 - Rocket reusability
39:07 - How long will it be before we’re taking commercial space vacations?40:55 - Can we experience space while sitting at home?
46:31 - York’s favorite piece of technology
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Courtney Greer is a Program Manager at Microsoft on the Commercial Software Engineering team. She is also a Black LGBTQ woman in the tech industry with insights on diversity, inclusion and what more can be done within the tech industry to support people from all backgrounds.
Timestamps:
1:41 - Diversity in tech compared to other industries
4:01 - Retaining people of color in tech
6:33 - What topics should people be allowed to discuss at work?
13:27 - How much innovation are we missing out on by excluding certain groups?
16:00 - What is covering?
21:25 - Does the majority group within a population ever cover?
24:22 - Allyship
27:33 - Kaizen and inclusion
30:03 - How can executives better affect change?
33:19 - Black Venture Institute
34:50 - Bias in tech hiring
36:31 - Checking unconscious bias
39:52 - Should companies impose standards to increase representation?
42:28 - Conversations on diversity on Clubhouse
49:07 - Book recommendations -
Sree Chadalavada is currently a product executive at Cisco. Before that, he was a managing partner at Gartner where he helped companies lead digital transformations. Prior to Gartner, Sree worked in various leadership roles in telecom, technology consulting and start-up related companies.
Timestamps:
3:48 - Software eats the world
7:43 - Are we in a bubble today?
10:31 - Are we in the early or late innings of software?
15:31 - Shift in software education
19:15 - What is digital strategy?
20:00 - How do non-tech companies think about digital strategy?
21:45 - What is digital transformation?
23:49 - Walking a company through digital transformation
28:31 - Navigating the human side of digital transformation
31:15 - How do you create a learning organization?
33:18 - How do you get buy-in from non-technical leaders?
35:41 - Communicating plans with public markets
42:24 - Earnings manipulation and transformation narratives
45:44 - Innovating at Cisco
50:09 - Sree’s favorite software
52:17 - Vasanth and Faraz state their favorite software
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Dr. Aart Bik is a Staff Software Engineer at Google where he works on MLIR, a compiler architecture project that uses extensible compiler infrastructure alongside LLVM to build better compilers for Machine Learning.
Timestamps:
1:10 - An explanation of MLIR and LLVM compilers
2:30 - Compilers are more than just translating high level code to assembly
6:00 - Progressive Lowering in LLVM and MLIR
7:40 - MLIR is largely agnostic of hardware
9:00 - TPUs
9:40 - AlphaZero, the ML and TPU powered chess engine, explained
13:00 - The ML behind language translation
16:30 - Will the future advancements in ML come hardware or from software?
20:39 - Performance improvements with MLIR
22:43 - Using fuzz testing to build better software including compilers
31:00 - Code up a hobbyist project based on LLVM if you want to learn more about compilers
32:28 - In your opinion, what is the best piece of software ever built? -
Faraz and Vasanth break down the technical and financial aspects of the Coinbase IPO.
Faraz Abidi: @fzfromcupertino
Vasanth Thiruvadi: @NextVasanth -
Vasanth Thiruvadi describes in detail why Amazon, and other tech companies, pay so little in taxes. Vasanth has degrees in finance and accounting and until most recently worked as an accountant for start-ups, venture capital firms and other entities located around the United States.
Amazon's statement: https://www.aboutamazon.com/news/job-creation-and-investment/amazons-economic-impact-in-the-u-s
Vasanth's newsletter: https://nextbite.substack.com/
Vasanth's twitter: @NextVasanth
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Courtney Greer is a Program Manager at Microsoft on the Commercial Software Engineering team. She is a certified Scrum Master and a Certified Product Owner.
- Visa fler
