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Listen "Homesteading Mental Models"
Episode Synopsis
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(00:00) - Homesteading Mental Models
(07:08) - A Word From Our Sponsors
(07:47) - Robinhood's Plot to Make IPOs Less Exciting
(09:03) - Momentum-Squared and Value-Squared
(10:32) - Dollar-Weighted Returns
(11:36) - Blocking Trump
(13:00) - Meta-Bundles
(13:33) - Commercial Ties
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On Faking It 'Til You Make It
15/09/2025
The Autistic Half-Century
08/09/2025
Rumor Markets
02/09/2025
Figure and the Crypto Mullet Strategy
25/08/2025
In God we trust