Podcast Notes Weekly: Oct 05–Oct 11, 2026
The takeaways from 22 podcast notes I wrote this week (Asianometry, Macro Musings with David Beckworth, Bloomberg Odd Lots, The Circuit, Invest Like the Best, Tech Wave (科技浪) 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 2026-10-04
- Macro Musings with David Beckworth — episode of 2026-10-05
- Bloomberg Odd Lots — episode of 2026-10-05
- The Circuit — episode of 2026-10-05
- Invest Like the Best — episode of 2026-10-06
- Tech Wave (科技浪) — EP157
- Columbia Energy Exchange — episode of 2026-10-06
- The Compound and Friends — episode of 2026-10-06
- Supply Chained — episode of 2026-10-06
- Catalyst with Shayle Kann — episode of 2026-10-08
- Gooaye (股癌) — EP703
- Bloomberg Odd Lots — episode of 2026-10-08
- Asianometry — episode of 2026-10-08
- Caibaogou (財報狗) — episode of 2026-10-08
- The Compound and Friends — episode of 2026-10-09
- MacroVoices — episode of 2026-10-08
- The Meb Faber Show — episode of 2026-10-09
- Bloomberg Odd Lots — episode of 2026-10-09
- Tech Wave (科技浪) — EP158
- Gooaye (股癌) — EP704
- Investor’s Sunday — episode of 2026-10-11
- MacroMicro (財經M平方) — EP217
Survey the worthies of old, their states and their houses: built by thrift, broken by excess.
—— Li Shangyin, “On History, Second of Two” (Tang, c. 9th century; translation mine)
What I listened to this week
This week (Oct 05–Oct 11) I wrote notes on 22 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 2026-10-04
Engesa ran for a decade on one war, one patron, and one tank order that never got signed — and when all three vanished together it had no fallback. Notes on Asianometry’s 4 October 2026 episode about the collapse of Brazilian arms maker Engesa — customer concentration, patron risk, and how leverage multiplies both.
Read the full post: The Last Order of Brazil’s Armored Vehicle King
Macro Musings with David Beckworth — episode of 2026-10-05
Macro Musings, October 5, 2026: George Selgin on the Fed’s balance sheet, the 12% loss rate on Main Street Lending, and the regulatory roots of banking crises.
Bloomberg Odd Lots — episode of 2026-10-05
The US 30-year yield hit its highest level since 2002, and most of the rise traces to Treasuries moving with stocks — so investors now demand compensation for holding them. Notes after listening to Bloomberg Odd Lots (2026-10-05): Chicago’s Carolyn Pfluger explains the yield surge through bond-stock correlation, the perceived policy reaction function, the 1980s bond market, and a financial path to hegemonic transition.
Read the full post: Why Treasuries Became Risky Again
The Circuit — episode of 2026-10-05
Notes on The Circuit (5 October 2026): Ben Bajarin and Jay Goldberg on Micron, a memory floor that has been lifted, bit growth running only in the low twenties, the allocation maths where four consumer parts’ worth of capacity buys one top-end HBM stack, and Broadcom committing up to $42bn of credit to Anthropic.
Invest Like the Best — episode of 2026-10-06
Invest Like the Best EP.494: Andrew Huberman on reading and writing to the nervous system, the three prerequisites for sleep, and a memory model punctured by its own control experiment.
Tech Wave (科技浪) — EP157
TechWave EP157 lines up Instinct, Grok Bot, Muse and OpenAI’s Dots, covering product positioning, security mechanisms, two business models, and a CPU demand estimate.
Columbia Energy Exchange — episode of 2026-10-06
Notes on Columbia Energy Exchange (6 October 2026), where Gautam Jain of Columbia’s Center on Global Energy Policy and Ned Shell of Bloomberg discuss project-based carbon credit markets: the EU issuing 250 million extra allowances over ten years and spending the proceeds on removal credits, Microsoft accounting for roughly 90% of removal offtake on Gautam’s estimate (about 45 million tonnes), and retirements surrendered into compliance markets rising from under 10% to 20–25%.
The Compound and Friends — episode of 2026-10-06
Listening notes on the What Are Your Thoughts? livestream from The Compound and Friends (6 October 2026): BofA’s sell-side indicator sitting 0.3 percentage points from a sell signal, a VIX flatlined at 16 since March, Michael Burry’s depreciation case undone by GPU rental prices, and FICO losing a real monopoly over one summer.
Supply Chained — episode of 2026-10-06
The cheap industrial land near Bangkok was cheap because it floods; the drive makers stayed and got away with it because the market was already shrinking. Notes from the 6 October 2026 episode of Supply Chained on the 2011 Thai floods and hard drive factories.
Read the full post: Thai Floods and Hard Drives: Why the Cheap Land Was Cheap
Catalyst with Shayle Kann — episode of 2026-10-08
Listening notes on the 2026-10-08 episode of Catalyst with Shayle Kann featuring cooling expert Tim Shed: how much water a data center consumes is mostly a design choice, and that choice is being made right now at gigawatt scale.
Read the full post: Where the Water Actually Goes: Notes on a Podcast About Data Center Cooling
Gooaye (股癌) — EP703
Listening notes on Gooaye EP703 (2026-10-07): trimming the positions that failed to follow a record-high index, hedging shortage-driven names with volume-driven ones, and the gap between practice numbers and match numbers.
Read the full post: What He Actually Did After the Index Hit 50,000 — Notes on Gooaye EP703
Bloomberg Odd Lots — episode of 2026-10-08
Notes on Bloomberg Odd Lots (2026-10-08): economist Dominik Leusder takes apart the Draghi report’s headline trend line — Europe’s output per hour falling from 90% of the US to 70% — and shows how differences in how the US and Europe deflate tech prices compound into that slope, while Germany’s loss of over a million manufacturing jobs since 2021 remains real.
Read the full post: Part of Europe’s Decline Was Calculated, Not Measured
Asianometry — episode of 2026-10-08
Notes after listening to Asianometry’s 2026-10-08 episode “TSMC is Coming to Texas?” — working back from Arizona’s $265B to estimate how large a customer commitment a Texas fab would need, and where that chain of reasoning breaks.
Read the full post: TSMC in Texas? Turning “Anchor Customer” Into an Actual Number
Caibaogou (財報狗) — episode of 2026-10-08
The 2026-10-08 episode of Caibaogou covers China’s export curbs on gallium and quartz, a proposed US tariff on Chinese-made lasers, and a VCSEL redesign that stretches reach from 100 metres to two kilometres.
Read the full post: An Old Path, Reopened: Notes on Caibaogou Episode 569
The Compound and Friends — episode of 2026-10-09
Listening notes on the October 9, 2026 episode of The Compound and Friends (#263). Fidelity’s director of global macro Jurrien Timmer on how a 5.3% 10-year yield and 2.9% real rates compress valuations, why a falling P/E doesn’t rule out risk, and how to think about allocation once the 60/40 premise breaks.
Read the full post: When the Rubber Meets the Road: Jurrien Timmer on Rates, Earnings, and 60/20/20
MacroVoices — episode of 2026-10-08
The case for a stronger dollar is comparative, not absolute — and nobody ever audits the sentence “they’re out of bullets.” Listening notes on MacroVoices Episode 553 with Brent Johnson: dollar strength, revaluing the gold on the books, and a Treasury that keeps crossing into the Fed’s lane.
Read the full post: After the Dollar Cleared 102, I Crossed “The Fed Is Out of Bullets” Off My List
The Meb Faber Show — episode of 2026-10-09
Listening notes on The Meb Faber Show #653 (2026-10-09): Columbia professor Andrew Ang calculates that taxes drag 160–170 bps a year on taxable US equity investors, compounding to over a third across thirty years, and discusses the AI agent swarm he is building for asset allocation.
Bloomberg Odd Lots — episode of 2026-10-09
Notes on the October 9, 2026 Bloomberg Odd Lots episode with MIT’s Justin Solomon: AI-written proofs, the Lean checker, the Navier-Stokes counterexample, and the collapse of academic quality signals.
Tech Wave (科技浪) — EP158
Models get replaced generation by generation; the well underneath them does not. This episode moves the bottleneck from compute to power, sensing, and joints — though a supplier’s bottleneck list deserves a discount.
Gooaye (股癌) — EP704
Listening notes on Gooaye EP704 (2026-10-10). How to tell an accounting-definition dispute from something actually breaking, using OpenAI’s revised annualized revenue and Marvell’s investor day guidance.
Read the full post: Gooaye EP704 Notes: When $70B Became $50B, and Why It Didn’t Move His Position
Investor’s Sunday — episode of 2026-10-11
The October 11, 2026 episode of Investor’s Sunday, part two: Ihara Science chairman Tokuo Nakano on the 2023 MBO — why a profitable company went private, how a ¥30bn loan got approved, and the problem that got harder after the shareholders left.
MacroMicro (財經M平方) — EP217
Listening notes on MacroMicro’s After Meeting EP. 217 (11 October 2026): the US 10-year yield reached 5.3% while equities made new highs. Breaking a single rising number into its three components, and why the term premium is the line worth watching.
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.
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