Not Investment Advice - podcast cover

Not Investment Advice

Bilal Zaidi, Jack Butcher, Trung Phanshows.acast.com

Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.


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@bzaidi

@trungtphan

@jackbutcher

@niapodcast

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Episodes

212: Meta & Google Antitrust Cases, ChatGPT Memory Implications & Personalized AI Learning

The NIA boys discuss Meta & Google Antitrust Cases, ChatGPT Memory Implications & Personalized AI Learning Timestamps: (00:00:00) - Intro (00:04:59) - Meme of the Week (00:05:27) - Meta Antitrust Case (00:21:17) - Google Antitrust Case (00:26:57) - Ad Server vs Ad Exchange Market (00:30:17) - Publisher Tools Explained (00:34:46) - Google's Revenue Breakdown (00:41:06) - Google Breakup? (00:46:23) - ChatGPT Memory Implications What Is Not Investment Advice? Every week, Jack Butcher, Bilal...

Apr 23, 20251 hr

211: NIA 4th Year Anniversary, Tariffs (Bond Yield, Apple/China), LVMH vs. Hermes, Rory Win & Best Comeback Stories

The NIA boys discuss NIA 4th Year Anniversary, Tariffs (Bond Yield, Apple/China), LVMH vs. Hermes, Rory Win & Best Comeback Stories Timestamps: (00:00:00) - Intro (00:01:06) - 4yrs of NIA (00:08:13) - Tariffs (Bond Yield, Apple/China) (00:47:54) - LVMH vs. Hermes (01:04:27) - Rory Win & Best Comebacks What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and meme...

Apr 16, 20251 hr 10 min

210: Tariffs, Trade War, Stock Meltdown, China & Can America Bring Back Manufacturing?

The NIA boys discuss Tariffs, Trade War, Stock Meltdown, China & Can America Bring Back Manufacturing? Timestamps: (00:00:00) - Intro (00:01:48) - Nominative Determinism (00:07:02) - Tariffs TLDR and Vibe Check (00:16:43) - The Tariffs at a high level (00:25:45) - Tariffs are a tax (00:32:05) - Trade Deficit and Non Tariffs Trade Barriers (00:40:54) - The Administration and Tariffs (00:51:19) - Second Order Consequences (00:54:04) - On-Shoring Manufacturing (01:00:51) - China’s Manufacturing...

Apr 09, 20251 hr 19 min

209: Studio Ghibli ChatGPT, Hiyao Miyazaki, Meme Cycles & xAI Acquires X

The NIA boys discuss Studio Ghibli ChatGPT, Hiyao Miyazaki, Meme Cycles & xAI Acquires X Timestamps: (00:00:00) - Intro (00:03:44) - Meme of the Week (00:07:50) - Studio Ghibli ChatGPT (00:23:38) - Hiyao Miyazaki (00:39:15) - AI Art Discussion (00:46:37) - Ghibli is an Inflection Point? (01:00:05) - xAI Acquires X What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology...

Apr 02, 20251 hr 16 min

208: AMA - Career Advice, Scarcity vs. Abundance, Parenting in AI Age & Future of Social Media

The NIA boys discuss Early Career Advice, Scarcity vs. Abundance Mindset, Parenting in AI Age & Future of Social Media Timestamps (00:00:00) - Intro (00:00:51) - Early Career Advice (00:20:00) - Scarcity vs. Abundance Mindset (00:25:10) - Parenting in AI Age (00:33:16) - Future of Work in AI Age (00:48:44) - Best Cities for Entrepreneurship (00:55:09) - Future of Social Media What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on...

Mar 26, 20251 hr 13 min

207: AMA - Abercrombie’s Comeback, Wedding Economics, Loyalty to Brands, David Deutsch’s “Fun Criterion” & Is Work-Life Balance Possible?

The NIA boys discuss Abercrombie’s Comeback, Wedding Economics, Loyalty to Brands, David Deutsch’s “Fun Criterion” & Is Work-Life Balance Possible? Timestamps: (00:00:00) - Intro (00:00:32) - Abercrombie’s Comeback (00:12:53) - Wedding Economics (00:23:21) - Loyalty to Brands (00:33:44) - Guinness resurgence (00:45:05) - Is Work-Life Balance Possible (00:54:16) - David Deutsch’s “Fun Criterion” What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what...

Mar 19, 20251 hr 6 min

206: Bitcoin Strategic Reserve, YouTube at 20, Ferrari Wild Economics & Manus DeepSeek Moment (?)

The NIA boys discuss Bitcoin Strategic Reserve, YouTube at 20, Ferrari Wild Economics & Manus DeepSeek Moment (?) Timestamps: (00:00:00) - Intro (00:04:15) - Meme of the Week (00:05:37) - Bitcoin Strategic Reserve (00:27:27) - YouTube at 20 (00:41:14) - Ferrari Wild Economics (01:01:41) - Manus DeepSeek Moment (?) What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology...

Mar 12, 20251 hr 7 min

205: Crypto Strategic Reserve, Skype Shutting Down, Oscars & Mixue $14B IPO

The NIA boys discuss Crypto Strategic Reserve, Skype Shutting Down, Oscars & Mixue $14B IPO Timestamps: (00:00:00) - Intro (00:03:51) - Meme of the Week (00:04:30) - Crypto Strategic Reserve (00:35:00) - Skype Shutting Down (00:56:05) - Oscars (01:08:02) - Mixue $14B IPO What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes. Subscribe + listen on your fav p...

Mar 04, 20251 hr 14 min

204: $1.5bil Bybit Hack, Crypto Sell-off, Pig-Butchering Scams, Murdoch “Succession” Drama & Future of Local Media

The NIA boys discuss $1.5bil Bybit Hack, Crypto Sell-off, Pig-Butchering Scams, Murdoch “Succession” Drama & Future of Local Media Timestamps: $1.5bil Bybit Hack, Crypto Sell-off, Pig-Butchering Scams, Murdoch “Succession” Drama & Future of Local Media(00:00:00) - Intro (00:01:59) - Meme of the Week (00:07:24) - $1.5bil Bybit Hack (00:15:52) - Pig-Butchering Scams (00:21:52) - Crypto Sell-of (00:33:54) - Murdoch “Succession” Drama (00:53:39) -Future of Local Media What Is Not Investment ...

Feb 26, 20251 hr 6 min

203: Libra $200M+ Rug, How We Use AI, OpenAI Deep Research & Vibe Coding

The NIA boys discuss Libra $200M+ Rug, How We Use AI, OpenAI Deep Research & Vibe Coding Timestamps: (00:00:00) - Intro (00:03:06) - Libra $200M+ Rug (00:23:58) - How Jack uses AI (00:57:31) - How Trung uses AI (01:04:44) - How Bilal uses AI and Vibe Coding What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes. Subscribe + listen on your fav podcast app: Ap...

Feb 19, 20251 hr 18 min

202: Superbowl Ads, Kendrick HT, Elon $97B OpenAI Bid, X Algo, Dead Internet Theory & USAID

The NIA boys discuss Superbowl Ads, Kendrick HT, Elon $97B OpenAI Bid, X Algo, & USAID Timestamps: (00:00:00) - Intro (00:02:42) - Superbowl Ads (00:29:03) - Halftime Show (00:38:27) - Elon $97B OpenAI Bid (00:45:05) - X Algo (00:50:57) - Dead Internet Theory (00:57:49) - USAID What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes. Subscribe + listen on you...

Feb 12, 20251 hr 24 min

201: Tariff War (Canada, Mexico, China), Shein & Temu, & ETH Drop

The NIA boys discuss Tariff War (Canada, Mexico, China), Shein & Temu, & ETH Drop Timestamps: (00:00:00) - Intro (00:01:56) - Meme of the Week (00:08:22) - China tariff battle (00:13:55) - Tariff impact on Shein & Temu (00:33:31) - Canada & Mexico tariff standoff (00:53:36) - ETH Drop What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes. Subscr...

Feb 05, 202559 min

200: DeepSeek Breakdown, Nvidia Short Thesis and Big Tech Winners & Losers

The NIA boys breakdown DeepSeek, Nvidia Short Thesis and Big Tech Winners & Losers Timestamps: (00:00:00) - Intro (00:04:17) - DeepSeek Breakdown (00:18:50) - Is DeepSeek a Psyop? (00:46:01) - DeepSeek Founder's Background (00:54:50) - DeepSeek's Impact on AI Landscape (01:04:45) - Big Tech Winners & Losers What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology an...

Jan 29, 20251 hr 23 min

199: Trump Memecoin, ETH vs. Solana, TikTok Ban & Inauguration Memes

The NIA boys discuss Trump Memecoin, ETH vs. Solana, TikTok Ban, Inauguration Memes and much more. Timestamps: (00:00:00) - Intro (00:06:45) - Meme of the Week (00:09:59) - Trump Memecoin (00:09:59) - Is the Trump Coin Pro or Negative Crypto (00:54:50) - ETH vs Solana (01:09:45) - TikTok Ban What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes. Subscribe + lis...

Jan 22, 20251 hr 18 min

198: Zuck’s Meta Pivot, TikTok’s Future (?) and CES Highlights

The NIA boys discuss Zuck's Meta Pivot, the impending TikTok ban, and CES highlights Episode Timestamps: (00:00:00) - Intro (00:01:46) - Meme of the Week (00:06:47) - Zuck’s Meta Pivot (00:59:58) - TikTok’s Future (?) (01:10:07) - CES Highlights What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes. Subscribe + listen on your fav podcast app: Apple: https://pod...

Jan 15, 20251 hr 14 min

197: 2024 Awards & 2025 Next Big Thing (AI Agents, 2-way Podcasts, Art Collecting AI, DOGE)

The NIA boys share their awards for 2024 and share what they believe will be the biggest trends in 2025 Timestamps: 00:00:00) - Intro (00:01:40) - Person of the Year (00:11:03) - CEO of the Year (00:21:17) - Company of the Year (00:31:16) - Meme of the Year (00:47:43) - Looking ahead to 2025 What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes. Subscribe + lis...

Jan 08, 20251 hr 2 min

196: Best of 2024 - Book, Podcast, Song, Film, TV

The NIA boys share their favorite Books, Podcasts, Songs, and Films of 2024 Episode Timestamps: (00:00:00) - Intro (00:01:13) - Best Book (00:11:22) - Best Podcast or Audiobook (00:24:22) - Best Film or TV Show (00:37:12) - Best Song or Album What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes. Subscribe + listen on your fav podcast app: Apple: https://pod.li...

Dec 30, 202443 min

195: Fartcoin Fundamentals, Google Veo vs. OpenAI Sora, Waymo vs. Lyft, Healthcare Economics & Jensen Huang Story

The NIA boys discuss Fartcoin Fundamentals, Google Veo vs. OpenAI Sora, Waymo vs. Lyft, Healthcare Economics & Jensen Huang Story Episode Timestamps: (00:00:00) - Intro (00:02:08) - Meme of the Week (00:03:50) - Fartcoin Fundamentals (00:11:59) - NFTs are back? (00:16:41) - Meme of the Week pt 2 (00:17:43) - Healthcare Economics (00:33:35) - Google Veo vs. OpenAI Sora (00:50:46) - Waymo vs. Lyft (00:55:24) - Jensen Huang Story What Is Not Investment Advice? Every week, Jack Butcher, Bilal Za...

Dec 18, 20241 hr 7 min

194: Google’s Quantum Chip, Bitcoin vs. Quantum Computing, Jack’s Sculpture & Taylor Swift’s $2B Eras Tour

The NIA boys discuss Google’s Quantum Chip, Bitcoin vs. Quantum Computing, Jack’s Sculpture & Taylor Swift’s $2B Eras Tour Timestamps: (00:00:00) - Intro (00:01:29) - Meme of the Week (00:04:21) - Quantum Computing Explained (00:07:37) - Bitcoin vs. Quantum Computing (00:15:31) - Google’s Quantum Chip (00:19:19) - The Mount Rushmore of Digital Ad Innovations (00:23:07) - Google’s Quantum Chip pt2 (00:24:43) - Crypto and AI (00:31:29) - Jack’s Sculpture (00:36:52) - Taylor Swift’s $2B Eras To...

Dec 11, 202455 min

193: OpenAI vs. xAI, De-Banking Debate, Business of IVF & Presidential Pardon History

The NIA boys discuss OpenAI vs. xAI, De-Banking Debate, Business of IVF & Presidential Pardon History Episode Timestamps (00:00:00) - Intro (00:01:42) - Meme of the week (00:13:48) - xAI’s Recent Funding Raise at $50B valuation (00:17:38) - OpenAI vs. xAI (00:26:51) - What makes xAI worth $50B (00:33:30) - De-Banking Debate (00:50:38) - Business of IVF What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the intern...

Dec 04, 202459 min

192: MicroStrategy $35B Bitcoin-Buying Machine, Jaguar Wild Re-Brand and BlueSky vs. X

The NIA boys discuss MicroStrategy $35B Bitcoin-Buying Machine, Jaguar Wild Re-Brand and BlueSky vs. X Episode Timestamps (00:00:00) - Intro (00:02:43) - MicroStrategy $35B Bitcoin-Buying Machin (00:52:39) - Jaguar’s Wild Re-Brand (01:09:50) - BlueSky vs. X What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes. Subscribe + listen on your fav podcast app: Apple:...

Nov 27, 20241 hr 17 min

191: Tyson vs. Paul, Trump UFC, AI Trading Meme Coins, MicroStrategy Moves & ETH vs. SOL

The NIA boys discuss Tyson vs Jake Paul, Trump UFC, MicroStrategy Bitcoin Purchases, ETH vs. SOL, the meme coin market and much more Timestamps: (00:00:00) - Intro (00:03:38) - Meme of the Week (00:05:00) - Tyson vs. Paul (00:18:28) - Jake Paul’s Attention Hacking (00:20:32) - Trump UFC (00:26:30) - MicroStrategy Moves (00:39:16) - ETH vs. SOL (00:45:23) - Meme Coin Market (00:52:07) - AI Trading Meme Coins (01:00:53) - Vitalik on Betting Markets What Is Not Investment Advice? Every week, Jack B...

Nov 20, 20241 hr 15 min

190: Jack Back, Bitcoin $90k & Trump’s Impact on Big Tech, Tariffs, EV & Media

The NIA boys discuss Bitcoin $90k & Trump’s Impact on Big Tech, Tariffs, EV & Media Timestamps: (00:00:00) - Intro (00:02:17) - Bitcoin $90K pt1 (00:12:17) - Jack’s Paris Exhibit (00:19:42) - Meme of the Week (00:24:25) - Bitcoin $90K pt2 (00:30:36) - Trump’s Impact on Big Tech (00:43:21) - Trump’s Impact on Tariffs and China (00:50:28) - Trump’s Impact on EV (01:09:39) - Trump’s Impact on Media What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss...

Nov 13, 20241 hr 12 min

189: The Podcast Election, Betting Markets (Polymarket, Kalshi) & Hollywood’s AI Play

The NIA boys discuss The Podcast Election, Betting Markets (Polymarket, Kalshi) & Hollywood’s AI Play Timestamps: (00:00:00) - Intro (00:04:44) - Meme of the Week (00:08:58) - The Podcast Election (00:34:10) - Betting Markets (Polymarket, Kalshi) (00:56:56) - Hollywood’s AI Play What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes. Subscribe + listen on yo...

Nov 05, 20241 hr 10 min

188: The Calvin and Hobbes Story

In this episode of the NIA podcast, Trung dives deep into the world of Calvin and Hobbes, the iconic comic strip created by the brilliant Bill Watterson. Trung explores the artistic journey of Watterson, his creative process, and the enduring legacy of his work. Timestamps: 00:00:00) - Intro (00:01:11) - The Legacy of Calvin and Hobbes (00:02:48) -Bill Watterson: The Purist Artist (00:04:52) - The Success of Calvin and Hobbes (00:06:28) - Jed McKenna's Insights on Creativity (00:10:43) - Bill Wa...

Oct 31, 20241 hr 26 min

187: AMA, Money Psychology, Favorite Mental Models & Future AI Jobs

The NIA boys discuss Money Psychology, Favorite Mental Models & Future AI Jobs Timestamps: (00:00:00) - Intro (00:01:04) - Money Psychology (00:21:21) - Favorite Mental Models (00:35:39) - Future AI Jobs What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes. Subscribe + listen on your fav podcast app: Apple: https://pod.link/notadvicepod.apple Spotify: http...

Oct 23, 202451 min

186: SpaceX Starship, Tesla vs. Waymo & Jensen Huang’s Nvidia Bull Case

The NIA boys discuss SpaceX Starship, Tesla vs. Waymo & Jensen Huang’s Nvidia Bull Case Timestamps: (00:00:00) - Intro (00:03:36) - SpaceX successful landing (00:06:23) - Mechazilla Chopsticks (00:11:32) - SpaceX vs. traditional space programs (00:12:06) - Other revenue streams for SpaceX (00:12:56) - Why reusability is important (00:17:02) - Elon the public figure (00:17:50) - Elon’s mission (00:20:19) - The politicization of Elon (00:29:21) - The origin story of SpaceX (00:32:42) - Mars Mi...

Oct 16, 20241 hr 8 min

185: The Dorito-fication of Media

The NIA boys discuss Doritos, the connection between ultra processed food and the current media landscape, the science behind Doritos and much more Timestamps: (00:00:00) - Intro (00:01:55) - Meme of the Week (00:02:56) - The parallels between ultra processed food and the industrial production of media (00:09:26) - The invention of Gas Chromatography (00:12:26) - The history of Vanilla and the importance of spices (00:17:37) - The history of the Dorito (00:26:02) - Food industrial complex (00:28...

Oct 09, 202440 min

184: Meta Orion Glasses, Google’s NotebookLM, Port Strike & Megalopolis Review

The NIA boys discuss Meta Orion Glasses, Google’s NotebookLM, Port Strike & Megalopolis Review Timestamps: 00:00:00) - Intro (00:01:26) - Meme of the Week (00:04:05) - Meta Orion Glasses (00:26:33) - Google’s NotebookLM (00:48:45) - Port Strike (00:55:46) - Megalopolis Review What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes. Subscribe + listen on your ...

Oct 02, 20241 hr 7 min

183: Francis Ford Coppola’s Career, The Godfather, $500M Winery & Megalopolis

The NIA boys discuss Francis Ford Coppola’s Career, The Godfather, $500M Winery & Megalopolis Timestamps: (00:00:00) - Intro (00:09:39) - Francis Ford Coppola’s Career (00:36:28) - The Godfather (00:47:08) - $500M Winery (00:52:17) - Apocalypse now (01:09:09) - Megalopolis What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes. Subscribe + listen on your fav...

Sep 25, 20241 hr 12 min