Podcast Notes Weekly: Sep 21–Sep 27, 2026
The takeaways from 28 podcast notes I wrote this week (Asianometry, Caibaogou (財報狗), Macro Musings with David Beckworth, Bloomberg Odd Lots, Serenity Weekly, The Circuit and more). Two to four sentences per episode, with a link to each full post.
Contents
- What I listened to this week
- Asianometry — episode of 2026-09-20
- Caibaogou (財報狗) — episode of 2026-09-20
- Macro Musings with David Beckworth — episode of 2026-09-21
- Bloomberg Odd Lots — episode of 2026-09-20
- Bloomberg Odd Lots — episode of 2026-09-21
- Serenity Weekly — week of 2026-09-21
- The Circuit — episode of 2026-09-21
- Invest Like the Best — episode of 2026-09-22
- Supply Chained — episode of 2026-09-21
- Tech Wave (科技浪) — EP155
- Columbia Energy Exchange — episode of 2026-09-22
- The Compound and Friends — episode of 2026-09-22
- Medsider — episode of 2026-09-21
- Catalyst with Shayle Kann — episode of 2026-09-24
- Gooaye (股癌) — EP699
- Bloomberg Odd Lots — episode of 2026-09-24
- Valley of Depth — episode of 2026-09-23
- Asianometry — episode of 2026-09-24
- Caibaogou (財報狗) — episode of 2026-09-24
- The Compound and Friends — episode of 2026-09-25
- MacroVoices — EP551
- The Meb Faber Show — episode of 2026-09-25
- Bloomberg Odd Lots — episode of 2026-09-25
- Columbia Energy Exchange — episode of 2026-09-25
- MacroVoices — EP551
- Gooaye (股癌) — EP700
- Investor’s Sunday — episode of 2026-09-27
- MacroMicro (財經M平方) — EP215
The flying squirrel has five skills, yet masters none of them. Better to do one thing well than many things poorly.
— Yan Zhitui, Family Instructions for the Yan Clan, “On Economy of Effort” (Northern Qi, c. 6th century; my translation)
What I listened to this week
This week (Sep 21–Sep 27) I wrote notes on 28 podcast episodes. Here are the takeaways from each one in one place. If an episode catches your eye, the link under it goes to the full post.
Asianometry — episode of 2026-09-20
Notes after listening to Asianometry’s 2026-09-20 episode on Intel and Micron’s 3D XPoint / Optane, from phase change memory’s origins to its 2022 wind-down.
Caibaogou (財報狗) — episode of 2026-09-20
Silicon photonics is stuck without a standard, and the supply chain is waiting for the biggest buyer to ship volume. When reading industry news, first ask what the speaker loses if they are wrong.
Macro Musings with David Beckworth — episode of 2026-09-21
About 97% of Treasuries outstanding are thinly traded off-the-run securities. You can’t see the problem on normal days. It shows up when everyone tries to sell on the same day. All-to-all trading, central clearing, and transparency are all attempts to find one more buyer for that day.
Bloomberg Odd Lots — episode of 2026-09-20
My notes on Bloomberg Odd Lots (2026-09-20): journalist Oliver Bullough on where the money-laundering estimates come from, how value crosses borders as cash and goods, the paradox of banknotes and seigniorage.
Bloomberg Odd Lots — episode of 2026-09-21
Two founders building hardware in Southern California say autonomous factories are held back by software, and that manufacturing is the business of trading trust in on-time delivery. When I judge a reindustrialization story, I only lean on what can be checked: deliveries, spacecraft in orbit, parts actually made.
Serenity Weekly — week of 2026-09-21
Seven days of public posts from an independent researcher covering AI infrastructure upstream. Laid side by side, four threads surface: price hikes compound, 2027 to 2031 capacity is already contracted, the photonics bottleneck retreated one layer upstream, and the market pays opposite prices for certainty and for story.
Read the full post: Upstream’s Time Has Already Been Sold: Lining Up One Week of Public Posts
The Circuit — episode of 2026-09-21
AI data center revenue is gated by the links between chips, and Ayar Labs is betting optical links will come out of leading-edge foundries like any other advanced feature; the hard parts are fiber attach, lasers and test, on a 2028–2031 timeline. Listening notes on The Circuit’s 2026-09-21 interview with Ayar Labs CEO Mark Wade: why AI data centers are gated by chip-to-chip links, which step of optical interconnect is hardest, and how to check the adoption timeline against reality.
Read the full post: Where Copper Runs Out: Notes on Ayar Labs CEO Mark Wade and Co-Packaged Optics
Invest Like the Best — episode of 2026-09-22
Notes on Invest Like the Best EP.492 with Rogo co-founder Gabe Stengel: the first-mover disadvantage of years with a bad product, a managing director marking up decks on an iPad, the penny the AI labs won’t stop to pick up, why auditability beats accuracy, and what edge humans keep.
Supply Chained — episode of 2026-09-21
Supply Chained’s 2026-09-21 episode covers ASML and TSMC’s push toward 12-inch EUV photomasks: why High NA halved throughput, why TSMC waited until 2030, and who will make the mask blanks.
Tech Wave (科技浪) — EP155
Listening notes on TechWave EP155 (2026-09-21): Jev is a classification model that outputs only probabilities over the options you give it. It is 200x faster and 400x cheaper, but what did it give up to get there, and what does it mean for AI agents and model routing?
Columbia Energy Exchange — episode of 2026-09-22
On 22 September 2026, Columbia Energy Exchange hosted Erica Downs and Michal Meidan on why China cut crude imports after the Hormuz disruption instead of scrambling for barrels. Listener notes on buffers, state pricing, and energy security moving from resources to technology.
Read the full post: China’s Oil Shock That Wasn’t: Three Shifts From Columbia Energy Exchange
The Compound and Friends — episode of 2026-09-22
Notes from the September 22, 2026 episode of The Compound and Friends: Meta added roughly $450 billion in three weeks after launching Muse, why weak market breadth today isn’t 1999, why only 23% of large-cap stocks beat the index over ten years, and how to think about the 10-year Treasury back at 5%.
Medsider — episode of 2026-09-21
The evidence that gets you cleared and the evidence that gets doctors to change their behavior are two different things — decide which one you’re buying before you spend the money. Notes on the 2026-09-21 Medsider interview with former SpectraWAVE CEO Eman Namati: what scientists unlearn as CEOs, how to define an MVP for the stage you’re in, why clearance evidence and adoption evidence are different animals, and lessons on fundraising and acquisition.
Catalyst with Shayle Kann — episode of 2026-09-24
Notes on the 2026-09-24 episode of Catalyst with Shayle Kann, featuring Anduril’s Andrew Nus on energy density, certification timelines, and nuclear-powered shipping.
Read the full post: No Gas Stations at Sea: Catalyst on Anduril’s Maritime Energy Problem
Gooaye (股癌) — EP699
Notes on Gooaye EP699 (23 Sep 2026): a rumored 40-to-1 CPU-to-GPU ratio with no traceable source, a 15–20% DSP price hike, and how to take apart a number before you trust it.
Read the full post: Gooaye EP699: The Thing Everyone Says Is Dying Usually Outlives the Forecast
Bloomberg Odd Lots — episode of 2026-09-24
From the September 24, 2026 Odd Lots live show in Los Angeles: Taylor Lorenz and Rachel Karten on what AI actually did to social and marketing work — bosses outsourcing judgment to models, audiences who say they hate AI content but watch it anyway, and how-to creators losing ground.
Read the full post: When Content Becomes Free: Odd Lots on How AI Is Upending Social Media Work
Valley of Depth — episode of 2026-09-23
On 2026-09-23, Valley of Depth toured Stoke Space’s Seattle factory with CEO Andy Lapsa, covering the actively cooled metallic heat shield, the full-flow staged combustion engine, and the new Block 2 architecture.
Asianometry — episode of 2026-09-24
HBF stacks flash to reach 512GB per stack, but latency and endurance are hard walls; engineering samples late 2027, volume production 2029. Notes after watching Asianometry’s 2026-09-24 episode ‘High Bandwidth Flash Is Coming’: HBF lifts per-stack memory from about 36GB to 512GB, but runs two orders of magnitude slower and survives only a few thousand writes. The opportunity, the costs, and what Optane taught us.
Read the full post: High Bandwidth Flash Is Coming: 16x the Capacity, and What It Costs
Caibaogou (財報狗) — episode of 2026-09-24
Statementdog Podcast EP567’s news roundup: how to read Acer’s Chen Jun-sheng saying memory is ‘not as short as people think,’ the power-semiconductor price-hike timeline running from last year’s TI to next year’s Renesas, and the new outlets opening up for silicon carbide after Chinese price wars flattened it. Listening notes on judgment method — no stock picks, no price targets.
The Compound and Friends — episode of 2026-09-25
Notes from the 2026-09-25 episode of The Compound and Friends. Value investor Jonathan Boyar on why only 23.2% of large caps beat the index over ten years, how AI-driven basket selling creates dislocations, and the line between a broken stock and a broken business.
Read the full post: Stocks Everyone Hates: Jonathan Boyar on Buying What the Baskets Dumped
MacroVoices — EP551
A price coming off its high doesn’t mean the conditions that pushed it there were removed. This episode treats diesel supply as the line that explains bonds, currencies and central banks.
Read the full post: MacroVoices #551 with Michael Every: Oil Came Back Down, the Risk Didn’t Leave
The Meb Faber Show — episode of 2026-09-25
Listening notes on The Meb Faber Show #652 (2026-09-25): Kopernik co-CIO Dave Iben on the US holding two-thirds of world market cap, commodities down to single-digit index weight, platinum’s incentive price, and the night Korea’s president tried to seize power.
Read the full post: The World Is on Sale, America Charges a Premium: Notes on Dave Iben
Bloomberg Odd Lots — episode of 2026-09-25
Shoot days in Los Angeles have halved in a decade, and the line turned down before AI showed up; the thing squeezing content is free, not cheap. Bloomberg Odd Lots, 2026-09-25, live in Los Angeles: writer Hayes Davenport tells the last decade through shoot days — from 40,000 to under 20,000.
Read the full post: Hollywood Was Sinking Before AI Arrived — Notes on Odd Lots Live in LA
Columbia Energy Exchange — episode of 2026-09-25
Brent at $105 looks like cooling, yet diesel cracks, tanker rates and front-month backwardation all sit at extremes; a diesel export ban would lower US pump prices and mail the bill to someone else. Notes on the 2026-09-25 Columbia Energy Exchange Iran Conflict Brief, where Piper Sandler’s Jan Stuart unpacks loadings data, tanker rates, and the chain of costs behind a US diesel export ban.
MacroVoices — EP551
Notes after listening to the MacroVoices #551 bonus episode: Iran’s one-week deadline, the rumored diesel export ban, Canada’s war game, and how Michael Every routes all of it back to the US-China contest.
Gooaye (股癌) — EP700
Notes on Gooaye EP700 (2026-09-26): Meng-Kung Hsieh played his second real baseball game at the Tokyo Dome — one hit, one strikeout — and used it to talk about the false confidence of simulated trading, the trust barrier facing Meta’s new pocket device, and why momentum traders are currently grinding each other down.
Read the full post: One Strikeout at the Tokyo Dome, and the Fake Skill a Batting Cage Builds
Investor’s Sunday — episode of 2026-09-27
Half of why women don’t move up is their own “I’m not ready yet”; the other half is a manager’s “this would be easier on her.” Put them together and you get a ceiling nobody built on purpose. On 27 September 2026, InterFM’s Investor’s Sunday hosted DEI consultant Masako Aragane on what Japanese companies actually do: Hitachi embedding diversity in its sustainability strategy with quantified causal links, Kirin sending male managers to pick up colleagues’ children for five straight days, Mercari narrowing its unexplained gender pay gap to 1.4%.
MacroMicro (財經M平方) — EP215
One market has many ways to buy it, and the differences hide in fees, index construction, currency moves and futures rollover. Dividends received are not the same as return earned.
This article is an educational discussion of investment method. It is not advice to buy or sell any individual security, offers no target prices, and does not analyze any current holding. Investing carries risk; make your own decisions or consult a qualified professional.