최고 Conversation With Paul 팟캐스트 (2024)

1
Global Shipping Tutorial 53:08

1M ago53:08

53:08

Happy Friday! This is a fun interesting conversation. I originally posted it last month but due to how Substack is set up only a portion of you were able to hear it. So I am re-posting now for broader distribution. As we may be on the cusp of another major trade war, this conversation could not be more timely. Hamish is the President of Starbulk Ca…

1
Debt, Balance Sheets and Original Thinking 50:37

2M ago50:37

50:37

Inside and outside at the same time. That is the key. Richard Koo THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH. I read Richard Koo’s books years before I spoke to him, a conversation I share here. Richard is the first person I know to provide a comprehensive diagnosis for something evident across much of…

1
Behind Washington's China Pivot 22:05

5M ago22:05

22:05

This is a free preview of a paid episode. To hear more, visit paulpodolsky.substack.com China’s splendid isolation nurtured a particular Chinese self-perception. Chinese elites grew accustomed to the notion that China was unique—not just ‘a great civilization’ among others, but civilization itself. On China, Kissinger, 2011…

1
A Macroeconomic Internet "Bakery" 16:40

5M ago16:40

16:40

This is a free preview of a paid episode. To hear more, visit paulpodolsky.substack.com Oops…looks like I didn’t send out the link to the actual podcast. Sorry about that. Here you go! We know the internet is simultaneously a recent invention, integrated into every niche of our lives, and difficult to understand fully. I like to anchor theoretical …

1
Disrupting Health Care 1:03:42

5M ago1:03:42

1:03:42

Note to readers: I am offering a sale this week. I started these posts as an experiment three years ago. They have now grown into a conversation with thousands of unpaid subscribers and hundreds of paid ones. I am grateful for each subscription. A service that started at $75 now costs $700 a year. If I could offer a sliding scale based on need, I w…

1
Scanning for the Next War 17:32

6M ago17:32

17:32

This is a free preview of a paid episode. To hear more, visit paulpodolsky.substack.com Summary: * Keep an eye on Serbia. * No US easing. More below: Over the weekend, the hard-right made gains in European Parliamentary voting. Last week, Senator Tuberville (R. Alabama) said Putin “doesn’t want Ukraine.” That extreme rightwing leaders are gaining e…

1
What It Takes To Make A Movie 16:08

6M ago16:08

16:08

This is a free preview of a paid episode. To hear more, visit paulpodolsky.substack.com Man has always asked the question: what is it all about? J. Krishnamurti, 1969 Stories are intrinsic to being human, a survival mechanism. Some forms of story—poetry—can be created virtually for free and others—movie making—cost millions of dollars. But just bec…

1
An Entrepreneur's Path 17:00

6M ago17:00

17:00

This is a free preview of a paid episode. To hear more, visit paulpodolsky.substack.com “In spite of all the farmer’s work and worry, he can’t reach down to where the seed is slowly transmuted into summer. The earth bestows.” Rainer Maria Rilke, 1875-1926 The difference between the Soviet Union and the United States is the former repelled people an…

1
Of Sanctions and Shipping 8:53

7M ago8:53

8:53

This is a free preview of a paid episode. To hear more, visit paulpodolsky.substack.com We hear about sanctions all the time. Biden just put more on China. Do they matter? If so, in what way?J provides a framework to help us all understand. This is J’s second appearance. In our conversation last year, here, you can hear J’s background and how he cr…

1
The Spy Writing About Spies - David McCloskey 57:57

7M ago57:57

57:57

Send us a Text Message. David is former CIA and the author of Damascus Station and Moscow X. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podcasts Spotify Support the Show. This is a public episode. If you would like to discuss this with other subscribers or …

1
Making Sense of Tech - Barton Hooper, Director of Equity Research at Weitz Investments 32:51

8M ago32:51

32:51

Send us a Text Message. Barton is trained as an accountant and equity investor. We all know how much tech is driving the stock market. He sheds light on how to make sense of what is going on. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podcasts Spotify Suppo…

1
Update on the US Congress with Congressman Jim Himes 33:44

9M ago33:44

33:44

Send us a Text Message. Jim returns to the show to share his perspective on Ukraine, the border and the November election. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podcasts Spotify Support the Show. This is a public episode. If you would like to discuss t…

1
China Economic Update with Jason Bedford 36:00

10M ago36:00

36:00

Send us a Text Message. Jason is an accountant, fluent Chinese speaker and Wall Street veteran. I always learn from my talks with Jason and I think you will too. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podcasts Spotify Support the Show. This is a public …

1
Losing a Child - Ivan Maisel 31:09

11M ago31:09

31:09

Send us a Text Message. Ivan is a renowned college sports journalist and the father of three, one of whom took his own life. It's a terrifying story and one we all need to hear. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podcasts Spotify Support the Show. T…

1
Grain - Ancient Trade Pathways with Scott Nelson 38:12

11M ago38:12

38:12

Send us a Text Message. Scott Nelson is the Georgia Athletic Association Professor of History at the University of Georgia and an expert in the history of commodities. In this podcast he shares the history of grain and the impact on Ukraine, global commerce and Russia. Talking Trading - Expert trading tactics so you can excel in the sharemarket. Th…

1
Page Fortna - Why Wars Begin and How They End 44:42

12M ago44:42

44:42

Send us a Text Message. Page is the Director of the Saltzman Institute of War and Peace Studies and Harold Brown Professor of US National and Security Policy at Columbia University. She is an expert in how wars begin and end. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Liste…

1
Remy Munasifi - Comedian and YouTube Star 32:01

1y ago32:01

32:01

Send us a Text Message. Remy is a comedian and YouTube star. His father emigrated from Iraq and his mother from Lebanon and some of his humor is Arab-centric. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podcasts Spotify Support the Show. This is a public epi…

1
China Under Xi Jinping - MIT Prof. Yasheng Huang 1:04:35

1y ago1:04:35

1:04:35

Send us a Text Message. Yasheng is the author of The Rise and Fall of the East, How Exams, Autocracy, Stability and Technology brought China Success, and Why They Might Lead to Its Decline. He is a professor at MIT's Sloan School of Management. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and inv…

1
Yascha Mounk - Author of The Identity Trap 43:22

1y ago43:22

43:22

Send us a Text Message. Yashca is a professor at Johns Hopkins and founder of the digital magazine Persuasion. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podcasts Spotify Support the Show. This is a public episode. If you would like to discuss this with oth…

1
Bill Gifford - Co-Author (with Dr. Peter Attia) of Outlive on How to Live a Long, Healthy Life 1:04:57

1y ago1:04:57

1:04:57

Send us a Text Message. Bill is the author of several books. His most recent is a joint-effort with renowned doctor Peter Attia on how to increase your odds of not getting heart disease, dementia, diabetes or cancer or, in short, how to live well. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and …

1
Spencer Glendon - Climate Change Expert, Founder Probable Futures 1:02:31

1y ago1:02:31

1:02:31

Send us a Text Message. Spencer founded Probable Futures to help us all become climate change literate. Before that he was Director of Investment Research at Wellington Management. He holds a PhD from Harvard. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podc…

1
Leonid - On Ukraine's Front Line 38:33

1y ago38:33

38:33

Send us a Text Message. Leonid is a drone operator on Ukraine's front lines. This conversation is a bit "salty" so if that's jarring, don't listen. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podcasts Spotify Support the Show. This is a public episode. If yo…

1
Faye Keegan - Dipsea Co-Founder, Erotica Expert 52:26

1+ y ago52:26

52:26

Send us a Text Message. Faye is the co-founder of Dipsea, which produces "short and sexy" audio stories designed by and targeted to women. She talks about finding her path, erotica and what makes a good story. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podc…

1
Francisco Toro - Hipster Dictators and the Risk To Democracy 40:07

1+ y ago40:07

40:07

Send us a Text Message. Francisco was born in Venezuela and later watched that country's Democracy implode. He is now a journalist, a contributing editor to Persuasion and an expert on both Latin America and populism. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Ap…

1
Senator Chris Murphy--Administering Amid Rapid Change 28:52

1+ y ago28:52

28:52

Send us a Text Message. Chris Murphy is a Democratic US Senator representing Connecticut. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podcasts Spotify Support the Show. This is a public episode. If you would like to discuss this with other subscribers or get…

1
Dachi Imedadze -- Georgian Civil Society Activist 30:33

1+ y ago30:33

30:33

Send us a Text Message. Dachi is a civil rights activist in Georgian (Tbilisi not the US state) and a key member of the organization Shame. I met him on my trip there and recorded our conversation in Shame's Tbilisi office. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen …

1
J Mintzmyer - Shipping, Supply Chains and Modern Advisory 54:31

1+ y ago54:31

54:31

Send us a Text Message. J is an expert in global shipping stocks, which means he understands exactly what went wrong with the supply chain during the pandemic. He is also a person who, in addition to serving in the military, has developed a successful business in financial advice, independent of any financial institution, a fascinating case study. …

1
Andrew Weiss - Russia Expert, Author of Accidental Czar 1:06:06

1+ y ago1:06:06

1:06:06

Send us a Text Message. Andrew is a senior member of Carnegie Endowment for International Peace, a Russia expert and author of Accidental Czar, the Life and Lies of Vladimir Putin. He served at the National Security Council, State Department and Pentagon. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how trad…

1
John Dinges -- Chile, the CIA and the Condor Years 1:11:21

1+ y ago1:11:21

1:11:21

Send us a Text Message. John is a journalist, author and teacher who has carefully documented the US role in abetting Pinochet's rule over Chile in the 1970s. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podcasts Spotify Support the Show. This is a public epi…

1
Henry Sanderson--Copper, Lithium and Electric Cars 42:40

2y ago42:40

42:40

Send us a Text Message. Henry is a former Financial Times reporter and author of Volt Rush, which delves into what metals are required to make the electric car industry work. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podcasts Spotify Support the Show. This…

1
Mark Hertling––A Soldier's Perspective, Ukraine and Populism 1:19:28

2y ago1:19:28

1:19:28

Send us a Text Message. Lt. Gen. Mark Hertling (retired) has fought and lead troops in multiple wars, trained some of those leading Ukraine's defense, traveled to over 100 countries, and provides commentary to CNN. He is also a husband, father and grandfather. He has given a lot of thought to what it means to be a good leader. Talking Trading - Exp…

1
George Manahan--Public Relations, Disease and Be Here Now 48:09

2y ago48:09

48:09

Send us a Text Message. George is an expert in public relations, West Virginia and facing a tough disease, Parkinson's. In this conversation, he shares his perspectives on all three and what "be here now" means in practice. This episode was produced by Dave Manahan. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This …

1
Vitaliy Katsenelson - Abundence, Scarcity and the Value of Each 47:43

2y ago47:43

47:43

Send us a Text Message. Vitaliy is a money manager and the author of three books including Soul in the Game. He was born in the Soviet Union and emigrated to the US. He suggests we look at both what makes a good investment and also how to properly account for the cost of pursuing wealth. This episode was produced by Dave Manahan. Support the Show. …

1
Peter Eigen, Founder Transparency International 47:50

2y ago47:50

47:50

Send us a Text Message. Peter founded Transparency International in 1993 and it has since grown to have over 100 chapters around the world. Leaders such as former UN Secretary General Kofi Annan have lauded TI's work. Peter, a lawyer and former World Bank official, founded the organization as a way to track and quantify a global force that most peo…

1
Ballerina Eleena Melamed - How to Take the Stage and When to Leave It 1:00:36

2y ago1:00:36

1:00:36

Send us a Text Message. Eleena began dancing as a child and rose to become a member of the Corps de Ballet at the American Ballet Theater. She takes us inside that remarkable life. What does it require to pull off those jumps and create that grace and magic? Her story is about grit, art and also knowing when to stop. This episode was produced by Da…

1
Dmitry Bykov - Writer, Assassin Survivor, Soothsayer 1:03:05

2y ago1:03:05

1:03:05

Send us a Text Message. Dmitry has written 85 books including novels, poetry and biography, and published too many articles to count. In 2019, Bykov survived an apparent assassination attempt using a nerve agent and the Russian state now lists him as a "foreign agent," which means he says things they don't like to hear. In our conversation he discu…

1
Leopold and Victor Cox - Father and Son, Changing Stations 50:27

2y ago50:27

50:27

Send us a Text Message. Leopold and Victor are father and son. Leopold emigrated from Grenada, drove a bus in New York City for almost 30 years to support three children, one of whom is Victor, who is now finishing medical school. The two talk about their relationship, racism and changing stations. Talking Trading - Expert trading tactics so you ca…

1
Author David McCloskey - Author, Arabist, Son, Spy 51:55

2y ago51:55

51:55

Send us a Text Message. David is a former CIA agent and author of the thriller Damascus Station. We discuss the CIA, growing up, his wonderful book. Syria and the creative process. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple Podcasts Spotify Support the Show…

1
Heidi Seaborn - Poet Lost and Found 35:47

2+ y ago35:47

35:47

Send us a Text Message. Heidi is a poet and author of An Insomniac’s Slumber Party. She discovered her talent early in life, embarked on a multi-decade business career, and then re-emerged into a writing life years later. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on…

1
Marina Klimova on Ukraine, Kidnapping and Trauma 35:55

2+ y ago35:55

35:55

Send us a Text Message. Marina is my wife. She grew up in the Soviet Union and has family both in Russia in Ukraine. Kidnapped twice, she is an expert on trauma and a licensed marriage and family therapist. A special mother's day episode. This episode was produced by Dave Manahan. Talking Trading - Expert trading tactics so you can excel in the sha…

1
David Linden, Neuroscientist, on Facing Death 50:00

2+ y ago50:00

50:00

Send us a Text Message. David Linden is a neuroscientist at Johns Hopkins, author of Unique, The Compass of Pleasure and The Accidental Mind. He is also facing a terminal cancer diagnosis. This episode was produced by Dave Manahan. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel.…

1
Jay Newman - Investor, Author of Undermoney 1:14:29

2+ y ago1:14:29

1:14:29

Send us a Text Message. Jay Newman is a lawyer, investor, expert in emerging market debt and the author of Undermoney, a novel that takes a reader inside a fictionalized world drawn from the rarified one he himself occupied for many years. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investor…

1
Amy Butcher - Memoirist 47:02

2+ y ago47:02

47:02

Send us a Text Message. Amy Butcher is the author of Mothertrucker and Visiting Hours: A Memoir of Friendship and Murder and a writing teacher at Ohio Wesleyan University. This episode was produced by Dave Manahan. Talking Trading - Expert trading tactics so you can excel in the sharemarket. This is how traders and investors excel. Listen on: Apple…

1
Yuhua Wang - From Tiananmen to Harvard 1:06:35

2+ y ago1:06:35

1:06:35

Send us a Text Message. Yuhua is a husband, father, associate professor of government at Harvard and an expert in Chinese politics. He grew up in Beijing, came to the US for graduate school and is now a scholar and prolific author. He has studied deeply how the Chinese dynastic tradition works, both the rises and the declines. This episode was prod…

1
Congressman Jim Himes On Ukraine, Government Service and Humility 58:44

2+ y ago58:44

58:44

Send us a Text Message. Jim Himes represents Connecticut's 4th District and has been serving since 2009. He is a father, husband, Rhodes scholar and Harvard and Goldman alum. He shares his thoughts on the war in Ukraine, what the day-to-day is like in government, Trumpism and the biggest thing he didn't learn in school. Talking Trading - Expert tra…

1
Harold Lopez-Nussa - Just the Right Note 30:30

3y ago30:30

30:30

Send us a Text Message. Harold is a Cuban musician and composer who plays extraordinary songs that are both rooted in Jazz but also stretch well beyond that. Hear him talk about his upbringing, switching from classical to jazz and why an audience is so important. This episode was produced by Dave Manahan. Talking Trading - Expert trading tactics so…

1
John Yorke - Master of Story Structure 27:33

3y ago27:33

27:33

Send us a Text Message. John Yorke is the author of Into the Woods, a former BBC producer and a master in story structure. We all tell stories, be it socially, in our business or as writers and artists. Learn what the timeless laws are behind any great story. This episode was produced by Dave Manahan. Talking Trading - Expert trading tactics so you…

1
Matt Reynolds - Barbells as Medicine 39:25

3y ago39:25

39:25

Send us a Text Message. Matt is the founder and CEO of Barbell Logic, a remote weight-training program. He started as an enthusiastic amateur, evolved to strongman competitions and then opened Barbell Logic, which allows him to share strongman techniques with regular people. His erstwhile hobby became his profession. He thinks of barbells as medici…

1
Nick Reber - The Quality and Cost of Medical Care 40:44

3y ago40:44

40:44

Send us a Text Message. Nick Reber is the founder and CEO of Garner Health. Garner uses big data to track doctor outcomes, arming patients with the same type of stats about a doctor that previously were only public for roles like professional athlete. He also provides insight into how medical costs are formed, critical for making sense of long-term…

1
Tamara Chubinidze - Showing Love Through Georgian Food 47:13

3y ago47:13

47:13

Send us a Text Message. Tamara is the founder of Chama Mama, a chain of Georgian restaurants in New York City. She grew up in Georgia, lived through the Civil War and opened up her first Chama Mama in New York City. This episode was edited and produced by Dave Manahan. Talking Trading - Expert trading tactics so you can excel in the sharemarket. Th…

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