Resources
Curated sources that inform my investment thinking and analysis.
Finance
YouTube Channels
Tom Lee (long-term strategy), Mark Newton (technical analysis)
Podcasts
Josh Brown and Michael Batnick. Candid discussions about markets, investing psychology, and what actually moves prices.
Patrick O'Shaughnessy. Long-form interviews with top investors and operators about their strategies and frameworks.
Michael Cembalest. The bear case in bull markets, with charts and data to back it up.
Ryan Detrick and Sonu Varghese. Weekly market updates and data-driven takes.
Raoul Pal. Conversations with leading figures in macroeconomics, cryptocurrency, and technology about major trends and investment opportunities in the Exponential Age.
Newsletters
Matt Levine. Clever takes on weird market stuff that actually happened.
Torsten Slok. Daily economic data and what it means for markets.
JC Parets. Contrarian takes on market sentiment, backed by technical analysis and chart patterns.
Tech
Podcasts
Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg. Unfiltered takes on tech, markets, and politics.
Brad Gerstner and Bill Gurley. Big picture thinking on tech trends and company building.
Newsletters
Ben Thompson. The definitive take on how tech companies actually win.
Dylan Patel. Technical deep dives into AI chips and infrastructure.
Writing
Podcasts
David Perell. Interviews with top writers about their creative process and writing habits.