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.


Let us know what you think on Twitter:

@bzaidi

@trungtphan

@jackbutcher

@niapodcast

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Episodes

243: Things To Watch & Read, Learning History From AI, WFH vs. Office & The State of Universal Basic Income

The NIA boys discuss Things To Watch & Read, Learning History From AI, WFH vs. Office & The State of Universal Basic Income Timestamps (00:00:00) - Intro (00:02:52) - Things To Watch (00:11:36) - Things To Read (00:23:29) - WFH vs. Office (00:31:00) - The State of Universal Basic Income 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 + ...

Nov 26, 202538 min

242: “May I Meet You?”, Michael Burry’s AI Short, Elon’s $1T Package and Buffett’s $4B Google Bet

The NIA boys discuss “May I Meet You?”, Michael Burry’s AI Short, Elon’s $1T Package and Buffett’s $4B Google Bet Timestamps (00:00:00) - Intro (00:02:41) - Meme of the Week (00:11:27) - Michael Burry’s AI Short (00:24:39) - Elon’s $1T Package (00:31:46) - State of the Markets (00:40:59) - Buffett’s $4B Google Bet 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...

Nov 19, 202559 min

241: 50yr Mortgages, Square Bitcoin Payments, Treasury Co 1x mNAV, Nano Banana & Andreesen vs. Pope

The NIA boys discuss 50yr Mortgages, Square Bitcoin Payments, Treasury Co 1x mNAV, Nano Banana & Andreesen vs. Pope Timestamps (00:00:00) - Intro (00:03:12) - 50yr Mortgages (00:25:26) - Square Bitcoin Payments (00:43:24) - Treasury Co 1x mNAV (00:47:27) - Nano Banana (00:53:43) - Andreesen vs. Pope 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. Sub...

Nov 12, 202557 min

240: Humanoids at Home, Bitcoin's Silent IPO, Naming is Distribution & ZIRP Fake History

The NIA boys discuss Humanoids at Home, Bitcoin's Silent IPO, Naming is Distribution & ZIRP Fake History Timestamps (00:00:00) - Intro (00:01:51) - Meme of the Week (00:02:59) - Humanoids at Home (00:18:06) - Bitcoin's Silent IPO (00:35:31) - Naming is Distribution (00:45:02) - ZIRP Fake History (01:04:42) - UK Economic Decline? 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 busin...

Nov 04, 20251 hr 16 min

239: Amazon Automation & Job Cuts, Gold Drops, Debasement Trade, AI Music & NBA Betting Scandal

The NIA boys discuss Amazon Automation & Job Cuts, Gold Drops, Debasement Trade, AI Music & NBA Betting Scandal Timestamps (00:00:00) - Intro (00:02:54) - Meme of the Week (00:03:39) - Amazon Automation & Job Cuts (00:23:06) - Gold Drops & Debasement Trade (00:28:47) - AI Music (00:40:51) - NBA Betting Scandal 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, te...

Oct 29, 202552 min

238: Coinbase Buys Cobie’s Echo ($375M) + UpOnly Podcast NFT ($25M), Walmart vs. Amazon & ChatGPT Launches Browser

The NIA boys discuss Coinbase Buys Cobie’s Echo ($375M) + UpOnly NFT ($25M), Walmart vs. Amazon & ChatGPT Browser Timestamps (00:00:00) - Intro (00:03:48) - UpOnly NFT ($25M) (00:16:57) - Coinbase Buys Cobie’s Echo ($375M) (00:30:08) - Walmart vs. Amazon & ChatGPT Browser 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 22, 202553 min

237: OpenAI’s $1T In Chip Deals, Crypto Sell Off & The Battle For Rare Earths

The NIA boys discuss OpenAI’s $1T In Chip Deals, Crypto Sell Off & The Battle For Rare Earths Timestamps (00:00:00) - Intro (00:05:26) - OpenAI’s $1T In Chip Deals (00:32:04) - Crypto Sell Off (00:44:14) - The Battle For Rare Earths (00:56:36) - Anduril's EagleEye 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 ...

Oct 15, 202558 min

236: Sora, Open AI Commerce, AI Deals (AMD, xAI, Nvidia), AI vs. Dotcom Bubble, Debasement Trade & Polymarket Deal

The NIA boys discuss Sora, Open AI Commerce, AI Deals (AMD, xAI, Nvidia), AI vs. Dotcom Bubble, Debasement Trade & Polymarket Deal Timestamps (00:00:00) - Intro (00:02:44) - Sora (00:17:51) - Open AI Commerce (00:29:55) - AI Deals (AMD, xAI, Nvidia) (00:39:58) - AI vs. Dotcom Bubble (01:01:02) - Debasement Trade (01:12:40) - Polymarket Deal 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 lat...

Oct 08, 20251 hr 19 min

235: Meta Vibes (AI Videos), TikTok’s $14B Sale, EA’s $55B Takeover & Gold Flips US Treasuries

The NIA boys discuss Meta Vibes (AI Videos), TikTok’s $14B Sale, EA’s $55B Takeover & Gold Flips US Treasuries Timestamps (00:00:00) - Intro (00:04:29) - Meta Vibes (AI Videos) (00:18:44) - TikTok’s $14B Sale (00:30:02) - EA’s $55B Takeover (00:41:38) - Gold Flips US Treasuries 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...

Sep 30, 202554 min

234: Nvidia’s $100B OpenAI Deal, Meta Ray-Ban Display & Oura’s $10B Valuation

The NIA boys discuss Nvidia’s $100B OpenAI Deal, Meta Ray-Ban Display & Oura’s $10B Valuation Timestamps: (00:00:00) - Intro (00:05:33) - Nvidia’s $100B OpenAI Deal (00:33:38) - Meta Ray-Ban Display (00:55:01) - Oura’s $10B Valuation 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/no...

Sep 24, 20251 hr 2 min

233: SpaceX $17B Deal, Tesla Bull Case, Oracle’s $1T AI Run, Gas Wars Release & PunkStrategy

The NIA Boys Discuss SpaceX’s $17B Deal, Tesla Bull Case, Oracle’s $1T AI Run, Gas Wars Release & PunkStrategy Timestamps: (00:00:00) - Intro (00:02:11) - SpaceX $17B Deal (00:16:38) - Tesla Bull Case (00:24:13) - Oracle’s $1T AI Run (00:47:22) - Gas Wars Release (00:52:49) - PunkStrategy 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 + li...

Sep 16, 20251 hr 4 min

232: Google Monopoly Ruling, Sam Altman’s WorldCoin & The New iPhones

The NIA boys discuss the Google Monopoly Ruling, Sam Altman’s WorldCoin & The New iPhones Timestamps: (00:00:00) - Intro (00:02:47) - Google Monopoly Ruling (00:32:33) - Sam Altman’s WorldCoin (00:43:28) - The New iPhones 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.a...

Sep 10, 202552 min

231: US vs. Global Stocks, Gen-Z Trends, Why People Stopped Drinking Alcohol & Does "Social Media” Exist?

The NIA boys discuss US vs. Global Stocks, Gen-Z Trends, Why People Stopped Drinking Alcohol & Does "Social Media” Exist? Timestamps: 00:00:00) - Intro (00:02:37) - US vs. Global Stocks (00:11:58) - Gen-Z Trends (00:19:24) -Why People Stopped Drinking Alcohol (00:31:54) - Does "Social Media” Exist? 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. Subs...

Sep 03, 202537 min

230: Yeezy & Balaji Coin, Zora, Soho House ~$3B PE Deal & Shark Ninja’s $16B Empire

The NIA boys discuss Yeezy & Balaji Coin, Zora, Soho House ~$3B PE Deal & Shark Ninja’s $16B Empire Timestamps: 00:00:00) - Intro (00:00:46) - Zora and Balaji Coin (00:16:23) - Yeezy Coin (00:25:32) - Top 10 Assets (Balaji Tweet) (00:34:57) - Soho House ~$3B PE Deal (00:44:22) - Shark Ninja’s $16B Empire 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 m...

Aug 27, 202554 min

229: Oasis Concert, Chamath Launching SPAC, Intel Turnaround (?) & How The South Park Guys Became Billionaires

The NIA boys discuss Oasis Concert, Chamath Launching S.P.A.C., Intel Turnaround (?) & How The South Park Guys Became Billionaires Timestamps: (00:00:00) - Intro (00:01:39) - Oasis Concert (00:05:37) - Chamath Launching S.P.A.C. (00:16:23) - Intel Turnaround (?) (00:26:01) - How The South Park Guys Became Billionaires What Is Not Investment Advice? What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet +...

Aug 20, 202549 min

228: GPT-5, ChatGPT vs. Claude, AI Psychosis, Nvidia 15% Export Tax & Harvard Buys Bitcoin

The NIA boys discuss GPT-5, ChatGPT vs. Claude, AI Psychosis, Nvidia 15% Export Tax & Harvard Buys Bitcoin Timestamps: (00:00:00) - Intro (00:02:20) - GPT-5 (00:20:34) - ChatGPT vs. Claude (00:29:20) - Nvidia 15% Export Tax (00:49:56) - Harvard Buys Bitcoin 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...

Aug 13, 20251 hr

227: Singapore & Vietnam’s Growth, Figma IPO, Airport Lounges & Dishoom’s Genius Marketing

The NIA boys discuss Singapore & Vietnam’s Growth, Figma IPO, Airport Lounges & Dishoom’s Genius Marketing Timestamps: (00:00:00) - Intro (00:03:09) - Vietnam’s Growth/Trung’s Vaca (00:24:21) - Singapore’s Growth (00:34:43) - Airport Lounges (00:49:49) - Figma IPO (01:01:19) - Dishoom’s Genius Marketing 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 me...

Aug 06, 20251 hr 11 min

226: Future of Substack, Support From Partner, Value of Names & Rebooting The UK

The NIA boys discuss the Future of Substack, Support From Partner, Value of Names & Rebooting The UK Timestamps: (00:00:00) - Intro (00:02:34) - Future of Substack (00:20:43) - Support From Partner (00:31:05) - Value of Names (00:48:50) - Rebooting The UK 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: Appl...

Jul 30, 20251 hr

225: What’s Driving ETH Price, Bitcoin All Time High, Treasury Company Playbook, Stablecoin Bill & Crypto Collateral Loans

The NIA boys discuss What’s Driving ETH Price, Bitcoin All Time High, Treasury Company Playbook, Stablecoin Bill & Crypto Collateral Loans Timestamps: (00:00:00) - Intro (00:01:59) - What’s Driving ETH Price (00:06:44) - Stablecoin Bill and Possible Impact (00:15:11) - Treasury Company Playbook (00:18:37) - ETH Narrative Changing (00:25:42) - ETH Evolution (00:32:17) - NFT Value Prop (00:38:36) -Crypto Collateral Loans (00:47:46) - Coinbase Credit Card (00:52:14) - How will this Cycle End? W...

Jul 23, 20251 hr 3 min

224: AMA - Meeting Historical Figures, PHDs vs AI, Simulation Theory, Fav 90s Media, & Routines

The NIA boys do an AMA where they discuss Historical Figures they'd like to meet, PHDs vs AI, Simulation Theory, Fav 90s Media, Life Swap, Traits From Parents & Routines Timestamps: (00:00:00) - Intro (00:03:05) - Life Swap (00:04:44) - Meeting Historical Figures (00:13:01) - PHDs vs AI (00:31:45) - Traits From Parents (00:35:09) - Fav 90s Media (00:48:01) - Routines What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edge...

Jul 16, 20251 hr 3 min

223: AMA - China vs. US Energy, Population Decline, Tech Layoff Drivers & Future of AI Podcasting

The NIA boys do an AMA where they discuss China vs. US Energy, Population Decline, Tech Layoff Drivers & Future of AI Podcasting Timestamps: (00:00:00) - Intro (00:01:12) - China vs. US Energy (00:16:48) - Population Decline (00:25:11) - Tech Layoff Drivers (00:46:43) - Future of AI Podcasting 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...

Jul 09, 20251 hr 3 min

222: AMA - 1% Products, Dream Businesses, Disagreements, BYD vs. Tesla & is UBI a Good Idea?

The NIA boys do an AMA where they discuss 1% Products, Dream Businesses, Disagreements, BYD vs. Tesla & is UBI a Good Idea? Timestamps: (00:00:00) - Intro (00:01:28) - 1% Products (00:08:37) - Dream Businesses (00:17:59) - Disagreements (00:24:27) - BYD vs. Tesla (00:29:44) - is UBI a Good Idea? 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. Subscri...

Jul 02, 202543 min

221: Booking: $170B+ A/B Testing Machine & How a $5000 Vegas Bet Saved FedEx

The NIA boys discuss Booking: $170B+ A/B Testing Machine & How a $5000 Vegas Bet Saved FedEx Timestamps: (00:00:00) - Intro (00:02:20) - Booking's $170B+ A/B Testing Machine (00:36:16) - How a $5000 Vegas Bet Saved FedEx 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.ap...

Jun 25, 202547 min

220: Stablecoin Opportunity, Circle’s $25B+ IPO, WhatsApp Gets Ads & Meta’s $15B Scale AI Deal

The NIA boys discuss Stablecoin Opportunity, Circle’s $25B+ IPO, WhatsApp Gets Ads & Meta’s $15B Scale AI Deal Timestamps: (00:00:00) - Intro (00:09:28) - Stablecoin Opportunity (00:25:50) - Circle’s $25B+ IPO (00:38:52) - Credit Card Points (00:51:37) - WhatsApp Gets Ads (01:03:14) - Meta’s $15B Scale AI Deal 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...

Jun 18, 20251 hr 10 min

219: Apple WWDC Liquid Glass Flop, Hollywood vs. AI, Veo 3 & Elon vs. Trump

The NIA boys discuss Apple WWDC Liquid Glass Flop, Hollywood vs. AI, Veo 3 & Elon vs. Trump Timestamps: (00:00:00) - Intro (00:04:02) - Apple WWDC Liquid Glass Flop, (00:27:19) - Hollywood vs. Veo3 (00:49:25) - Elon vs. Trump 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/notadvicep...

Jun 11, 20251 hr 1 min

218: PSG Win, Dyson’s $20B Run, Mary Meeker’s Trends, Waymo vs. Lyft & $500B+ Middle East AI Deal

The NIA boys discuss PSG's Win, Dyson’s $20B Run, Mary Meeker’s Trends, Waymo vs. Lyft & $500B+ Middle East AI Deal Timestamps: (00:00:00) - Intro (00:00:56) - PSG Win (00:07:07) - Dyson’s $20B Run (00:28:12) - Mary Meeker’s Trends (00:35:02) - Waymo vs. Lyft (00:43:09) - $500B+ Middle East AI Deal 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. Subs...

Jun 04, 202549 min

217: Google I/O Wrap, OpenAI’s $6.4B for Jony Ive & How Apple Fumbled AI

The NIA boys discuss Google I/O, OpenAI’s $6.4B for Jony Ive & how Apple fumbled AI Timestamps: (00:00:00) - Intro (00:03:59) - Meme of the Week (00:05:47) - Google I/O Wrap (00:32:55) - OpenAI’s $6.4B for Jony Ive (00:47:46) - How Apple Fumbled AI 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: http...

May 28, 202559 min

216: Burrito Loans, AI Product vs. Distribution, Power Laws in Online Dating

The NIA boys discuss Burrito Loans, AI Product vs. Distribution, Power Laws in Online Dating Timestamps: (00:00:00) - Intro (00:01:22) - Meme of the Week (00:02:54) - Burrito Loans (00:18:31) - AI Product vs. Distribution (00:38:46) - Power Laws in Online Dating 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: A...

May 21, 202552 min

215: Rent vs. Buy, ChatGPT in College, OpenAI’s For-Profit Pivot & Is Google Search Cooked?

The NIA boys discuss Rent vs. Buy, ChatGPT in College, OpenAI’s For-Profit Pivot & Is Google Search Cooked? Timestamps: (00:00:00) - Intro (00:10:27) - Meme of the Week (00:11:10) - Rent vs. Buy (00:16:00) - ChatGPT in College (01:07:30) - OpenAI’s For-Profit Pivot (01:14:00) - Is Google Search Cooked? 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. ...

May 14, 20251 hr 20 min

214: Warren Buffett 60-Year Run, Berkshire's $150B+ Apple Bet, iPhone App Store Lawsuit and OpenAI's "Glazing" Controversy

The NIA boys discuss Warren Buffett 60-Year Run, Berkshire's $150B+ Apple Bet, iPhone App Store Lawsuit and OpenAI's "Glazing" Controversy Timestamps: (00:00:00) - Intro (00:06:40) - Meme of the Week (00:07:40) - The Myth of Warren Buffett (00:19:57) - Warren Buffett 60-Year Run (00:31:22) - Berkshire's $150B+ Apple Bet (00:41:01) - The Future of Berkshire Hathaway (00:47:06) - iPhone App Store Lawsuit (01:03:08) - OpenAI's "Glazing" Controversy What Is Not Investment Advice? Every week, Jack Bu...

May 07, 20251 hr 34 min
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