Not Investment Advice

Latest Episodes:

72: Mary Childs, Planet Money: Bond Market, Bill Gross, Crypto & Substack Revolution Aug 10, 2022

Show notes

Mary Childs is the co-host of NPR’s Planet Money & has been a business reporter for over a decade (Bloomberg News, Financial Times, Barron’s, Reuters). She's the author of “The Bond King”, a profile of Bill Gross & his bond management firm (PIMCO) which managed ~$2T at its peak.

Timestamps:

(00:00:00) - Intro
(00:00:48) - Meme Of The Week
(00:01:35) - Mary Child's Book: The Bond King
(00:05:09) - Stock Market vs Bond Market
(00:07:41) - Who Are The Lenders In The Bond Market
(00:09:12) - Bill Gross
(00:10:42) - Bonds Then vs Now
(00:16:37) - Bill Gross Motivation
(00:19:27) - Mary’s Take On Bitcoin & Crypto
(00:30:26) - Planet Money's Crypto Stories
(00:31:17) - Can Crypto Change The Bond Market?
(00:32:15) - Going Solo
(00:37:18) - How has the life of a story changed?
(00:39:55) - Planet Money
(00:41:51) - The Definition Of Recession
(00:45:24) - Podcasting: what you’d do differently with no restrictions
(00:48:18) - Joe Rogan + Long Pods
(00:51:14) - How NIA Boys Manage Information Flow
(01:01:01) - Mary’s 3 Fav Podcasts

What Is Not Investment Advice?

Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.

Watch + Subscribe on YouTube:

https://youtu.be/jcw8YZ0b6lA

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71: The LVMH Strategy, Tiffany’s Punks & Luxury Marketing Aug 03, 2022

Show notes

Timestamps:

00:00:00 - Intro, Vitalik & Saylor beef
00:02:30 - Tiffany Punks
00:11:30 - LVMH & who is Alexandre Arnault?
00:14:25 - Star Brands, Timeless & Modernity
00:24:15 - How brands stay relevant
00:30:20 - Luxury Marketing Breakdown
00:42:35 - "It Ain't Ralph Tho"
00:44:02 - Birkin Bag Breakdown
00:46:30 - Bored Apes Off-White of NFTs?
00:50:22 - Birkin Bag Supply vs Punks?
00:53:10 - Whitelists & Scarcity

What Is Not Investment Advice?

Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.

Watch + Subscribe on YouTube:

https://youtu.be/syYl_v36H2U

Join our group chat on Telegram:

https://t.me/notinvestmentadvice

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70: Amazon’s Best Acquisitions + AMA (First Jobs, Jack’s NFT Trades, Solopreneurship) Jul 27, 2022

Show notes

Timestamps:

(00:00:00) - Intro
(00:04:39) - Nancy Pelosi Meme & Drama In The DMs
(00:08:41) - Amazon’s Best Acquisition & One Medical
(00:39:30) - AMA Starts
(00:40:05) - Jack's First Dollar
(00:43:02) - Trung's First Dollar
(00:46:58) - Bilal's First Dollar
(00:50:53) - Jack’s NFT Trades
(01:06:52) - Why Bilal Left Google
(01:12:04) - ETH or BTC if you had to pick one?
(01:15:56) - Any Plans To Monetize The Podcast?
(01:26:05) - Going Solo vs Working In A Company
(01:37:56) - What Matters In Creative Work?
(01:41:18) - Starting a Business: USA vs UK

What Is Not Investment Advice?

Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.

Watch + Subscribe on YouTube:

https://youtu.be/2laDa4Z8X_g

Join our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

Hosted on Acast. See acast.com/privacy for more information.

68: Ted Gioia: The history of music innovation, Silicon Valley vs. Hollywood Jul 23, 2022

Show notes

Ted Gioia is a leading music historian and author of 11 books including “The History of Jazz” and “Music: A Subversive History”. He combines his cultural expertise with an extensive business background as a strategy consultant and Stanford MBA.

He also writes an incredibly insightful Substack: https://tedgioia.substack.com/

You can find him on Twitter: @TedGioia

Timestamps:

(00:00:00) - Intro + Ted’s Background
(00:03:16) - Why Culture Is Looking Backwards
(00:09:08) - Financialization Of Entertainment
(00:11:52) - Music And The Lindy Effect
(00:16:12) - How To Foster A Counterculture
(00:20:01) - Why Music Innovation Comes From Outsiders
(00:25:58) - How Music Changes Your Body Chemistry
(00:34:47) - The Downside Of The “Four Chords” Pop Music Formula
(00:40:32) - How To Do Compounding Work
(00:45:55) - How To Pursue A Creative Career
(00:49:40) - Ted’s Thoughts On Rene Girard
(00:55:22) - Rene Girard And Rock Music
(01:02:35) - Hollywood vs. Silicon Valley

What Is Not Investment Advice?

Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.

Watch + Subscribe on YouTube:

https://youtu.be/dKr-nBrbl_g

Join our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

Hosted on Acast. See acast.com/privacy for more information.

67: Saylor Reaction, BTC vs. ETH, 3AC Crash, TikTok’s Secret Sauce Jul 20, 2022

Show notes

Timestamps:

(00:00:00) - Saylor ep reaction, Balaji’s ideas on bitcoin maxis & parallels to historic religions
(00:12:21) - 5 Use Cases: Digital Property, Stablecoins, P2P Transfers, Tokens, 24/7 Trading
(00:20:05) - Saylor Ep Bottom Of The Market?
(00:32:07) - Meme Of The Week
(00:45:57) - 3AC Crash
(01:01:13) - TikTok’s eating into Google search & TikTok's Secret Sauce
(01:07:52) - TikTok's Edge
(01:18:20) - Category Of Searches
(01:21:33) - “TikTok Should Be Banned”

What Is Not Investment Advice?

Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.

Watch + Subscribe on YouTube:

https://youtu.be/C2RIGaaPedA

Join our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

Hosted on Acast. See acast.com/privacy for more information.

66: Michael Saylor on Bitcoin’s killer app, Ethereum, Web3 & inflation Jul 12, 2022

Show notes

Michael Saylor joins the podcast to discuss:

Bitcoin's killer app
Thoughts on Ethereum & ethics
Impact of inflation
Adding bitcoin into objects & magic cars
What would change his opinion on Bitcoin?
Advice on progressing in your career

For the full Saylor experience, watch on YouTube:

https://youtu.be/B1PI7BCjopk

Timestamps:

(00:00:00) Intro
(00:00:17) Michael Saylor went to MIT with Peter Diamandis
(00:01:47) Knowing Enough To Hurt Yourself
(00:05:36) Misunderstanding What Bitcoin Is + What Is Money?
(00:12:14) Bitcoin’s Killer App, iPhone Comparison & Layers of Bitcoin
(00:20:57) Magic car that drives itself & life insurance
(00:28:22) Stablecoins vs Bitcoin in the developing world
(00:36:01) Sri Lanka riots, inflation & how to crash an economy
(00:38:38) What would make Saylor change his opinion on Bitcoin?
(00:45:10) Talent working on Bitcoin vs ethereum and others
(00:50:34) Michael Saylor's take on Ethereum & its ethics
(00:55:34) “What's the yield schedule on staked ETH?…”
(00:57:42) Bilal challenges ETH POV & evolving technology
(01:08:43) Advice on starting your career in the modern world
(01:14:21) The theme & cure for everything
(01:18:00) Is Bitcoin stored or spent energy?
(01:23:07) Virtual vs Real Systems

What Is Not Investment Advice?

Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.

Join our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

Hosted on Acast. See acast.com/privacy for more information.

65: How Minions Went Viral & The Michelin Guide Business Model Jul 06, 2022

Show notes

Timestamps:

(00:00:00) - Intro + Where The Boys Have Been
(00:05:31) - Meme Of The Week + Breaking down Minions viral elements
(00:10:59) - Stunts, 200 lbs of bananas + Jack Joins
(00:25:52) - Was The Minions Viral Moment Organic Or Orchestrated?
(00:40:05) - The Michelin Guide Business Model
(00:54:33) - Resy, AMEX & When Jack Worked On Michelin
(01:04:29) - Trung’s Michelin Experience
(01:10:54) - Criticism Of Michelin
(01:17:48) - Gaudi - The World Famous Architect

What Is Not Investment Advice?

Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.

Watch + Subscribe on YouTube:

https://youtu.be/MBiAoChaB9Y

Join our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

Links mentioned:

https://twitter.com/tclarkmedia/status/1544335269888868352?s=21&t=BrAkmaq899VoGKNoq74o5Q

Hosted on Acast. See acast.com/privacy for more information.

64: Generalist vs Specialist, NFT NYC, Compound Content & Kings of New Media Jun 29, 2022

Show notes

Jack & Bilal discuss:

generalists vs. specialists
where to start
unsexy work
compound content
kings of new media
nft nyc

Timestamps:

(00:00:00) - Intro
(00:01:09) - NFT NYC + Visualize Value NFTs
(00:14:44) - Generalist vs Specialist
(00:57:28) - Compound Content
(01:07:35) - Cable vs Streaming + YouTube vs TikTok
(01:13:33) - Kings of new media: Rogan, Schulz, Portnoy
(01:18:48) - Comedians choosing YouTube vs Netflix
(01:24:59) - Negative Side of Algorithm on Content

What Is Not Investment Advice?

Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.

Watch + Subscribe on YouTube:

https://youtu.be/9TZ50I--0NQ

Join our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

Hosted on Acast. See acast.com/privacy for more information.

63: AMA - Becoming Recession-Proof, What We’re Invested In, Starting From Scratch, Where To Live Jun 21, 2022

Show notes

Timestamps:

(00:00:00) Intro
(00:00:38) Start of Q&A
(00:05:49) Make Yourself Recession-Proof
(00:07:39) Trung's Life Letdown
(00:09:23) Nothing is ever as good or as bad as it seems
(00:18:22) Your Personal Capital
(00:24:15) Get at it now and start taking shots
(00:27:28) Pick Your Lane + Create Optionality
(00:34:16) Where Do You Want to Live?
(00:39:22) Trung’s experience in Asia + Canada
(00:45:26) Bilal in New York
(00:51:20) How we met
(00:52:32) Optimist vs Pessimist
(00:53:58) Recovering Pessimist
(00:59:11) Impact of Politics
(01:04:40) All In Podcast
(01:07:47) Troll Questions

What Is Not Investment Advice?

Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.

Watch + Subscribe on YouTube:

https://youtu.be/OnLJ5MXrkWI

Join our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

Hosted on Acast. See acast.com/privacy for more information.

62: Interview w/ Rainbolt (Google Maps pro), Crypto roundup (BTC/ETH crash, Celsius, Web5) Jun 15, 2022

Show notes

Timestamps:

(00:00:00) Intro + Meme of the Week
(00:05:17) Interview with Trevor Rainbolt & Turner Novak
(00:06:23) How Turner found GeoRainbolt
(00:08:05) TikTok vs. Twitter audiences
(00:10:15) What makes good TikTok content
(00:11:40) How Trevor cuts a TikTok
(00:12:45) Guessing fan images
(00:15:40) What are top variables
(00:19:58) How Trevor discovered GeoGuesser
(00:21:35) GeoGuesser is a young person’s game
(00:24:50) Trevor’s daily training routine
(00:28:50) Most interesting country signs
(00:32:05) The hardest country
(00:33:20) How to grow GeoGuesser
(00:40:10) How to protect your privacy
(00:45:50) What are the funniest TikTok comments?
(00:49:20) Mr. Beast collab ideas
(00:52:50) Does Trevor show his skills in public?
(00:54:37) Guessing McDonald's
(01:01:25) Celsius Crash
(01:20:29) BTC/ETH Crash and are we HODLing?
(01:38:23) Jack Dorsey’s Web5

What Is Not Investment Advice?

Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology, and memes.

Watch + Subscribe on YouTube:

https://youtu.be/L7OANxTd6_I

Join our group chat on Telegram:

https://t.me/notinvestmentadvice

Let us know what you think on Twitter:

Hosted on Acast. See acast.com/privacy for more information.