Liberty's Highlights
Episodes
A Knight of the Seven Kingdoms: Going Deep with Tinkered Thinking and Jameson Olsen ⚔️🥚🛡️🏰🐴
27 Apr 2026
Contributed by Lukas
I recruited my friends Tinkered Thinking (✍️📚 author of White Mirror & The Lucilius Parables) and Jameson Olsen (🎧 host of Becoming the Main...
Interview with David Kim a.k.a. Scuttleblurb (2026) 📈📉📊💰💸
13 Feb 2026
Contributed by Lukas
The annual tradition continues!David Kim (💚💚💚💚💚 🥃) and I look back at the past year, both for Scuttleblurb and for the world of fina...
Trillion Dollar Club with Mostly Borrowed Ideas (MBI): Nvidia, Apple, Google, Microsoft, Amazon, TSMC, Meta, Broadcom, and Tesla 🏆💰📈🤖🚀
30 Jan 2026
Contributed by Lukas
This is a massive one! Nearly two hours, but you know what they say: Too much of a good thing can be wonderful!My friend MBI (🇧🇩🇺🇸) and I ...
White Mirror: 31 Stories, a $1,000 Puzzle, and Sci-Fi to Reboot Your Childlike Wonder 🦾🪞📖🦋
21 Nov 2025
Contributed by Lukas
You love reading. You’re always looking for great things to read? 📖 📚Me too! *high five* 🙏Today, I’m talking with my friends Tinkered Thi...
Interview with David Kim a.k.a. Scuttleblurb (2025) 📈📉📊💰💸
17 Jan 2025
Contributed by Lukas
One of my very favorite annual traditions is conducting this interview with my friend David Kim, aka Scuttleblurb (🕵📝).His investment research j...
Mark Nelson: New U.S. Energy Policy, Chris Wright as Sec of Energy, Oil & Gas, LNG, Gigawatt-Scale Nuclear, Batteries, and Solar (Part 2) ⚡️🔌 🛢️⛽️⚛️🔋
06 Dec 2024
Contributed by Lukas
Mark Nelson is back for Part 2!(If you missed it, here’s part 1)Another wide-ranging conversation: We discuss the implications of the new U.S. admin...
TENET Deconstructed: ↔️ Christopher Nolan's Mind-Bending Time Thriller 🔁
20 Nov 2024
Contributed by Lukas
🚨 Note: The first part of the podcast is spoiler-free. The spoilers only start after a warning 🚨What happens when six film enthusiasts dissect C...
Mark Nelson: How AI is Forcing Big Tech to Abandon '100% Renewable' Fantasy for Nuclear Reality (Part 1) ⚡️🔌 ⚛️ 🏭 🤖
04 Nov 2024
Contributed by Lukas
Mark Nelson is back! (our first conversation is here)We discussed how AI's massive power needs are reshaping energy policy in unexpected ways.For year...
The Cost of Glory with Alex Petkas: Timeless Lessons from Ancient Greece and Rome 🏛️🏺📜 🏹⚔️🦅⚖️
27 Sep 2024
Contributed by Lukas
I’m excited to share with you one of my favorite podcasts that I’ve recorded! 🎧🥇I hope you enjoy it and will ➡️ subscribe to ‘Cost of ...
Semiconductors Industry: Going Deep with Mostly Borrowed Ideas (MBI) on TSMC, Texas Instruments, Nvidia, Intel, Hyperscalers, etc
12 Jul 2024
Contributed by Lukas
On his eighth appearance on the podcast, MBI (🇧🇩🇺🇸) joins me to discuss one of humanity’s most impressive achievements: The semiconducto...
Sicario by Denis Villeneuve: Going Deep with Ed William and Dylan O'Sullivan 🎥 🎬 🎞️ 🍿
29 Jan 2024
Contributed by Lukas
Here’s something a little different. A fun — but dark! — one.I’m a big fan of Denis Villeneuve, and I was due for a re-watch of ‘Sicario’ ...
Trung Phan: Solving the Twitter Puzzle, What He Learned from Rick Rubin, Christopher Nolan, AI, and more ✍️🤣🎥🎬🇻🇳🤖
14 Sep 2023
Contributed by Lukas
Today, I’m joined by my friend Trung Phan! He’s multi-talented, funny and smart, a great writer, podcaster, and just overall good dude 👍In this...
Meta Platforms & Mark Zuckerberg: Going Deep with Mostly Borrowed Ideas (MBI)! 🕵️♂️🩻
19 Aug 2023
Contributed by Lukas
On his sixth appearance on the pod, MBI joins me to discuss the most polarizing of the Big Tech companies: Meta Platforms (the artist formerly known a...
Microsoft: Going Deep with Mostly Borrowed Ideas (MBI) 🕵️♂️🩻
22 May 2023
Contributed by Lukas
I’m excited to share with you another fun conversation with my good friend MBI (💎🐕). This marks his sixth appearance on the podcast, putting h...
Jim O'Shaughnessy: Origin Story, Career in Finance, Groundbreaking Books, and Future with OSV 👶 🕵️♂️ 🏦 ✍️📚 🚀
11 May 2023
Contributed by Lukas
Over the years, I have gotten to know Jim through one-on-one conversations and by listening to Infinite Loops and other podcasts where he was a guest....
Kevin Kelly: Excellent Advice for Living 💡🤖 📚
24 Apr 2023
Contributed by Lukas
I had the great pleasure of talking with someone I admire a lot: Kevin Kelly!He not only influenced my life directly through his works & ideas but he’...
The Last of Us: Going Deep on HBO's Amazing Show with Matt Reustle and Tinkered Thinking 🍄
11 Apr 2023
Contributed by Lukas
🚨 SPOILERS SPOILERS SPOILERS 🚨 If you haven’t seen the show, bookmark this and come back after you’ve seen it. It’s a show worth seeing wi...
David Senra and Jimmy Soni: 'The Founders' Book Club on the PayPal Mafia 📖
28 Feb 2023
Contributed by Lukas
I’m very happy to share with you this conversation with my two very good friends, Jimmy Soni (📚✍️) and David Senra (🎙📚).We discuss Jimm...
Big Tech Compensation: Going Deep with MBI
07 Feb 2023
Contributed by Lukas
What could be more exciting than carefully reading through Big Tech proxy statements to look at management incentives, comparing them across companies...
Interview with David Kim a.k.a. Scuttleblurb (2023 Edition: Exploration as a Service)
26 Jan 2023
Contributed by Lukas
David Kim is the author of Scuttleblurb (now also on Substack! More on that new development in the podcast).This is the third time I have interviewed ...
'Severance' Season 1: Going Deep with Mostly Borrowed Ideas (MBI)
23 Dec 2022
Contributed by Lukas
Let’s go deep into season 1 of Severance (2022, Apple TV+), a thriller with science fiction elements created by Dan Erickson and directed by Ben Sti...
Going Deep on Cloudflare and Datadog with Mostly Borrowed Ideas (MBI)
13 Dec 2022
Contributed by Lukas
First, something to keep in mind: This is a conversation about these companies not an interview of MBI. We both talk about equally and ask each other ...
Claude Shannon fan club with Jimmy Soni and David Senra 📖
29 Nov 2022
Contributed by Lukas
I’m very happy to share with you this conversation I had with my two very good friends, Jimmy Soni (✍️) and David Senra (🎙📚).We got togeth...
David Senra on Deadwood (also: founders, entrepreneurs, civilization, Henry Singleton, Walt Disney, David Ogilvy, etc)
20 Oct 2022
Contributed by Lukas
🤬 First a warning: This podcast includes a few swear words. It’s impossible — or at least not as fun — to talk about Deadwood without them. I...
Going Deep on the Energy Crisis and Nuclear Power with Mark Nelson (Part 2 of 2) 🔌⚡️💡
17 Sep 2022
Contributed by Lukas
This is part 2 of my conversation with Mark Nelson about the energy crisis and nuclear power. If you haven’t heard it already, you should start with...
Going Deep on the Energy Crisis and Nuclear Power with Mark Nelson (Part 1 of 2) 🔌⚡️💡
08 Sep 2022
Contributed by Lukas
Mark Nelson and I had so much to talk about, we had two hour+ calls on our energy crisis and nuclear power. This is the first one.Mark is a former gen...
Going deep on Payments with Mostly Borrowed Ideas (MBI): Adyen, PayPal, Stripe, Square, Amazon, Apple Pay, Google Pay, Visa, Mastercard!
12 Jul 2022
Contributed by Lukas
🎧 Listen on SpotifyIf you prefer to listen on Spotify, here’s the feed:* Liberty’s Highlights podcast feed on Spotify🎧 Listen on Apple Podca...
David Senra of Founders Podcast (Podcast #11)
02 Jun 2022
Contributed by Lukas
We cover so much ground in this conversation with friend-of-the-show David Senra (🎙📚) of the excellent-like-I-mean-it-go-subscribe Founders Podc...
Cedric Chin: What Operators can Teach Investors, the Study of Expertise, Knowledge Shields, and More (Podcast #10)
12 May 2022
Contributed by Lukas
This is an interesting one that goes in many directions! (starting with the Earth sandwich.. 🌏 🥪)Cedric (💚 🥃 🇸🇬) is an operator who ...
Podcast #9: Ask Me Anything #2
28 Apr 2022
Contributed by Lukas
Thank you for your questions! 💚🥃Once again, thank you so much for the support and for sending questions for this AMA. I hope you enjoy it!For mo...
Koyfin CEO & Co-Founder Rob Koyfman (Podcast interview)
14 Apr 2022
Contributed by Lukas
Full disclosure: I’m an investor in Koyfin. Not a big one, and I loved the company and products for years *before* I was even offered the opportunit...
Going deep on Constellation Software with Mostly Borrowed Ideas (MBI)
31 Mar 2022
Contributed by Lukas
This is podcast #7, I hope you enjoy it! 🧡📃 Full transcript:* Podcast Transcript: Going deep on Constellation Software with Mostly Borrowed Idea...
Podcast #6: Jimmy Soni on the PayPal Mafia (Musk, Thiel, Levchin, etc), startups, tech, the research process, and much more
22 Feb 2022
Contributed by Lukas
My friend Jimmy Soni (💚 🥃 ✍️) is launching his new book The Founders: The Story of Paypal and the Entrepreneurs Who Shaped Silicon Valley to...
Mini-Podcast #5: Note-Taking Apps & Why Personal Knowledge Management Systems Matter
24 Jun 2021
Contributed by Lukas
Here’s a mini-pod (14.5 minutes) about my note-taking adventure so far. I wrote about the changes I made a few editions ago, but then I wanted to s...
Podcast #4: Ask Me Anything #1
13 May 2021
Contributed by Lukas
Thank you for your questions! 💚🥃 This is my first time doing an AMA like this. I guess this counts as a 𝕤𝕡𝕖𝕔𝕚𝕒𝕝 𝕖𝕕𝕚...