Podcast Notes Weekly: Oct 12–Oct 18, 2026
The takeaways from 29 podcast notes I wrote this week (Asianometry, Macro Musings with David Beckworth, Bloomberg Odd Lots, Serenity Weekly, Cheeky Pint, 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 2026-10-11
- Macro Musings with David Beckworth — episode of 2026-10-12
- Bloomberg Odd Lots — episode of 2026-10-12
- Serenity Weekly — week of 2026-10-12
- Cheeky Pint — episode of 2026-10-12
- The Circuit — episode of 2026-10-12
- Invest Like the Best — episode of 2026-10-13
- Xiaotian — episode of 2026-10-12
- Columbia Energy Exchange — episode of 2026-10-13
- Supply Chained — episode of 2026-10-13
- Tech Wave (科技浪) — EP159
- BG2Pod — episode of 2026-10-15
- Catalyst with Shayle Kann — episode of 2026-10-15
- The Compound and Friends — episode of 2026-10-13
- Gooaye (股癌) — EP705
- Bloomberg Odd Lots — episode of 2026-10-15
- Valley of Depth — episode of 2026-10-13
- Asianometry — episode of 2026-10-15
- Behind the Balance Sheet — episode of 2026-10-15
- Caibaogou (財報狗) — episode of 2026-10-15
- Cheeky Pint — episode of 2026-10-15
- The Compound and Friends — EP864
- MacroVoices — episode of 2026-10-15
- The Meb Faber Show — EP654
- Bloomberg Odd Lots — episode of 2026-10-16
- Bloomberg Odd Lots — episode of 2026-10-17
- Gooaye (股癌) — EP706
- Investor’s Sunday — episode of 2026-10-18
- MacroMicro (財經M平方) — EP218
Everyone knows the usefulness of the useful, but no one knows the usefulness of the useless.
—— Zhuangzi, “In the World of Men” (Warring States period; translated by the author)
What I listened to this week
This week (Oct 12–Oct 18) I wrote notes on 29 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 2026-10-11
Asianometry’s 11 October 2026 episode on ASML’s eScan 2200 multibeam inspection tool, whose technology came from Mapper Lithography, the Dutch startup that went bankrupt in 2018. Listening notes: the twenty-year timeline plus my own reading.
Macro Musings with David Beckworth — episode of 2026-10-12
Listening notes on the October 12, 2026 episode of Macro Musings with Bahamas central bank governor John Rolle. Covers the fixed exchange rate, reserve buffers, procyclical policy, and the Sand Dollar’s design, plus the strongest objections and the conditions under which the setup breaks.
Bloomberg Odd Lots — episode of 2026-10-12
Notes on the 2026-10-12 Odd Lots interview with MIRI president Nate Soares, unpacking his argument that reactive safety fails structurally for this technology, plus the conditions under which it breaks.
Read the full post: Grown, Not Written: Notes on Nate Soares and AI Risk
Serenity Weekly — week of 2026-10-12
A laser maker’s CEO said on public television that capacity is effectively sold out through 2029. The same week, a new supplier guided to over 100 million lasers coming online in Q4 2027 against roughly 608 million units of current global supply. The squeeze and its expiry date are on the table together.
Cheeky Pint — episode of 2026-10-12
Notes after listening to the 12 October 2026 Cheeky Pint with Mark Zuckerberg and Alex Wang. Why Meta committed hundred-billion-dollar spending before seeing a model, why they moved evaluation in-house, and where that argument is weakest.
The Circuit — episode of 2026-10-12
Listening notes on The Circuit, 2026-10-12: why Marvell’s five-year targets came in above sell-side models, and where heterogeneous racks, BMCs and grid interconnection set the limits.
Invest Like the Best — episode of 2026-10-13
He opened up the gap with headcount and branch counts, which convinced me digital banking is still early; I still haven’t seen that advantage travel outside Latin America. Notes after listening to Invest Like the Best EP.495. David Vélez’s numbers: global consumer finance is a $10T industry with ~90% still flowing through branches; Nubank serves 140M customers with 10,000 employees at roughly 3% of an incumbent’s cost to serve.
Read the full post: Ten Thousand People Serving 140 Million: David Vélez on Banking’s Second Half
Xiaotian — episode of 2026-10-12
Xiaotian timed one AI-driven video project and found model output took 22% of the time. I timed seven days of my own AI work: the model took 29%, and 71% went to waiting on tools. If you want AI work to go faster, look at what it’s waiting on before you chase a faster model.
Columbia Energy Exchange — episode of 2026-10-13
The bill mostly rewrites paperwork procedure while leaving the substantive pollution limits in place; the real fight is over deadlines and lookback windows. Notes from the October 13, 2026 Columbia Energy Exchange interview with Arnold Ventures’ Daniel Palken on what the bipartisan Senate permitting bill changes and what the environmental left is worried about.
Supply Chained — episode of 2026-10-13
Notes on Supply Chained (13 October 2026): Tim Culpan and Jon of Asianometry work through Reuters reporter Echo Wang’s story on Anthropic’s leaked IPO prospectus — $4bn of 2025 revenue, an $8bn operating loss, about $7bn of compute spending, two customers for a quarter of revenue — and Tim converts the $3 trillion valuation into 500 times sales, with the fibre bubble as his comparison.
Read the full post: Supply Chained: A $3 Trillion Company and One Number Nobody Has Published
Tech Wave (科技浪) — EP159
Notes on TechWave EP159 (12 October 2026): SpaceX acquired US 800 MHz low-band spectrum on 8 October (817–824 MHz uplink, 862–869 MHz downlink), US carrier shares fell 8–9% that day, and host Harry works through path loss and beam capacity to explain why Starlink fits better as a backup network.
Read the full post: TechWave EP159: Musk Bought 800 MHz — and Then What?
BG2Pod — episode of 2026-10-15
Huang says next year’s binding constraint is land, power and shell, while Nvidia’s content per gigawatt has gone from about $18bn to north of $40bn — and that you don’t need to extrapolate two labs to multiple trillions for the buildout to work. Listening notes on the 15 October 2026 BG2Pod interview with Jensen Huang: why compute demand keeps compounding, why land, power and shell are next year’s real constraint, and how fungibility turns into financeability.
Read the full post: Jensen Huang on BG2Pod: Does the AI Capex Pencil Out, and What Breaks in 2027
Catalyst with Shayle Kann — episode of 2026-10-15
Turbine lead times have stretched to three or four years and prices are up a third, because the superalloy and forging capacity is shared with aerospace. Notes from the 2026-10-15 episode of Catalyst with Shayle Kann, ‘Can natural gas supply handle the AI boom?’ Dora Partners president Tony Bruff on 36-to-48-month lead times, a 30-35% price rise over five years, and the superalloy and forging capacity that aerospace is drawing from at the same time.
The Compound and Friends — episode of 2026-10-13
US market cap grew sixfold in fifteen years while the economy doubled; today the index sits at a high while breadth is the weakest since the dot-com bubble. Listener notes on the 2026-10-13 episode of What Are Your Thoughts. Josh Brown rang the NYSE opening bell for the Halftime Report’s fifteenth anniversary and tallied fifteen years of market numbers; the same episode covered bank earnings and breadth at its weakest since the dot-com bubble.
Gooaye (股癌) — EP705
Listening notes on Gooaye EP705 (2026-10-14). How ‘don’t go where the crowd is’ actually works at the single-stock level: why equipment names posting violent monthly revenue sit still, why the second-tier name runs hardest, and what you have to wait for before you can tell a positioning problem from a fundamental one.
Bloomberg Odd Lots — episode of 2026-10-15
Listening notes on the October 15, 2026 Bloomberg Odd Lots episode with Hyperliquid Labs co-founder Jeff Yan: perpetual futures, oracle prices, the 31-hour deployment auction, and which layer regulation should sit on.
Valley of Depth — episode of 2026-10-13
On October 13, 2026, Valley of Depth hosted the CEOs of Varda, Firestorm, and Bedrock Ocean. These are my listening notes on moving from ‘whose machine is better’ to supply, repair, and observability.
Asianometry — episode of 2026-10-15
Notes on Asianometry’s 15 October 2026 episode ‘IGBTs Took Silicon Power to the Next Level’: B. Jayant Baliga published the MOSFET–bipolar hybrid idea at GE in 1979, demonstrated it at IEDM in December 1982 and shipped it as the IGT in June 1983, while Toshiba’s Akio Nakagawa solved latch-up by pushing saturation current below the latch-up limit and sold a non-latching part in 1985.
Read the full post: Asianometry Notes: The IGBT, Two Transistors Grafted Into One
Behind the Balance Sheet — episode of 2026-10-15
Carlisle’s working rule is to rule out the kind of mistake that takes you out of the game before reaching for return; he has also shifted from buying only cheapness to paying for quality. Listening notes on Behind the Balance Sheet episode 64. Deep value investor Tobias Carlisle rereads Buffett through Sun Tzu: avoid ruin first, then talk about winning. Covers value traps versus quality traps, how many positions you need, and the real design behind GenRe, BNSF and the Japanese trading houses.
Caibaogou (財報狗) — episode of 2026-10-15
Notes from the October 15, 2026 episode (#570) of the Taiwanese podcast Caibaogou: CXMT’s 4F² DRAM announcement and G4 ramp, PTFE laminates and optics roadmaps at OCP in the US, and a Taipei energy expo where nearly every booth was pitching AI data centers. On the gap between making something work and making the yield work, and why land that has already cleared permitting suddenly became scarce.
Cheeky Pint — episode of 2026-10-15
Notes on the 15 October 2026 episode of Cheeky Pint, where Ulysses cofounder Will O’Brien discusses the cost structure, supply-chain bottlenecks and defence procurement behind underwater robotics.
Read the full post: A $50,000 Underwater Drone: Ulysses Wants to Make the Ocean a Permanent Worksite
The Compound and Friends — EP864
Eisman’s argument is concentration: five customers carry 70% of Nvidia’s receivables, two labs carry 70% of hyperscaler AI revenue. The chain only breaks if a real price war starts.
MacroVoices — episode of 2026-10-15
Notes on MacroVoices episode 554 (October 15, 2026), where Aalo Atomics CTO Yasir Arafat lays out a cost curve for mass-manufactured reactors, the fuel bottleneck, and the policy shift.
Read the full post: Can a Power Plant Roll Off an Assembly Line? Notes on MacroVoices 554
The Meb Faber Show — EP654
Notes on The Meb Faber Show #654 (16 October 2026): Dirk Willer, head of global macro asset allocation and emerging market strategy at Citi, uses a price-based bubble definition borrowed from GMO — a real price more than two standard deviations above long-term trend — to date US equities’ entry into bubble territory to mid-2025, and concludes you hold it without leverage and with some hedges on the book. He also states the condition that would void the call: if earnings growth over the next five years matches the last two or three, it isn’t a bubble.
Read the full post: Meb Faber #654: It’s a Bubble, So Buy It
Bloomberg Odd Lots — episode of 2026-10-16
Notes from the 16 October 2026 Bloomberg Odd Lots episode: former Macron adviser Shahin Vallée unpacks the rise in French bond spreads — what got repriced is who can pass a budget after the 2027 elections.
Read the full post: France’s deficit has run for fifty years. Why is the market nervous now?
Bloomberg Odd Lots — episode of 2026-10-17
Notes on Odd Lots (2026-10-17) with David Byrne on his book Sleeping Beauties: Roman concrete, Moby-Dick, and Minsky all came back after years dormant. Listener reflection for education only, no stock picks or price targets.
Read the full post: The Moment a Good Idea Wakes Up: David Byrne on Why Forgotten Things Come Back
Gooaye (股癌) — EP706
Listening notes on Gooaye EP706 (2026-10-17): how the Tesla Roadster demo is a jumping car rather than a flying one, and why a NT$5 billion margin-debt drop where the host expected NT$15-20 billion pushed him defensive.
Investor’s Sunday — episode of 2026-10-18
Notes on the 18 October 2026 Investor’s Sunday interview with the Tokyo Stock Exchange’s Naotaka Ikeda: disclosure rates, the ROE gap, and the fight over buybacks versus growth investment.
Read the full post: Year Three of the TSE’s PBR Push: Naotaka Ikeda on What Comes After Disclosure
MacroMicro (財經M平方) — EP218
TSMC delivered 17% quarter-over-quarter and 50% year-over-year revenue growth and got no applause from the market; the same week, US core CPI came in above expectations for the second time in a row. These are my personal notes after listening to MacroMicro’s After Meeting EP.218 from October 2026, written as a case for and a case against, ending with a reading method anyone can use.
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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