Podchemy

Insightful notes from podcasts you love

Recent episodes

Monetary Matters with Jack Farley

Why Silver Is Flowing East | Alex Campbell on Solar, Scarcity, and the Six-Sigma Silver Crash (Plus: SaaS & AI)

This episode is brought to you by the Pictet AI Enhanced International Equity ETF ($PQNT): https://etf.am.pictet.com/pqnt/ Alexander Campbell, founder of Rose AI and former head of commodities at Bridgewater, joins the show to dissect the structural drivers behind the silver market and the transformative potential of artificial intelligence. Campbell details the "Silver Squeeze" thesis, attributing the metal's volatility to a combination of inelastic industrial demand from solar manufacturing and speculative capital flight out of China. He clarifies complex market dynamics, specifically the "Shanghai Premium" and the logistical friction involved...

Feb 3, 2026

30 min read

Odd Lots

The Utilities Analyst Who Says the Data Center Demand Story Doesn't Add Up

Utilities analysts are having a moment as the energy sector gets a boost from AI. With an extra 94 gigawatts forecast to be needed by 2030 to power all these new data centers, energy investment has become a hot play as investors take a "picks and shovels" approach. But one long-time analyst says that — from a utilities perspective — we're already set to overbuild capacity by twice as much as is needed. On this episode, Andy DeVries, co-head of investment grade credit and head of utilities and power at CreditSights, talks to us about the math behind his infrastructure overbuild analysis, who has...

Feb 2, 2026

20 min read

Huberman Lab

How Dopamine & Serotonin Shape Decisions, Motivation & Learning | Dr. Read Montague

Dr. Read Montague, PhD, is a professor and director of the Center for Human Neuroscience Research at Virginia Tech and an expert in how dopamine and serotonin shape human learning, motivation and decision-making. We discuss how they impact focused effort in the context of short- and long-term goals of all kinds. Also, how SSRIs and low-effort, high-engagement activities reduce the rewarding properties of dopamine, and how AI algorithms are revolutionizing understanding of the brain. Episode show notes are available at hubermanlab.com. Thank you to our sponsors AG1: https://drinkag1.com/huberman

Feb 2, 2026

41 min read

Works in Progress Podcast

The nuclear renaissance

In the mid twentieth century, nuclear power was meant to be the cheap and clean energy of the future. Now, nuclear power is expensive, maligned and unpopular. Ben, Sam and Alex discuss what went wrong in most of the world and, surprisingly, what went right in France. Ben delivers a radioactive hot take that meltdowns aren't so bad after all.You can read more about the French nuclear success here: https://www.worksinprogress.news/p/liberte-egalite-radioactivite

Jan 30, 2026

25 min read

Works in Progress Podcast episode artwork

Relentless

The Future of Home Robots | Mehul Nariyawala, Matic

Production hell, why simplicity is important, pain as a moat.

Jan 29, 2026

44 min read

Monetary Matters with Jack Farley

Why Silver Is Flowing East | Alex Campbell on Solar, Scarcity, and the Six-Sigma Silver Crash (Plus: SaaS & AI)

This episode is brought to you by the Pictet AI Enhanced International Equity ETF ($PQNT): https://etf.am.pictet.com/pqnt/ Alexander Campbell, founder of Rose AI and former head of commodities at Bridgewater, joins the show to dissect the structural drivers behind the silver market and the transformative potential of artificial intelligence. Campbell details the "Silver Squeeze" thesis, attributing the metal's volatility to a combination of inelastic industrial demand from solar manufacturing and speculative capital flight out of China. He clarifies complex market dynamics, specifically the "Shanghai Premium" and the logistical friction involved...

Feb 3, 2026

30 min read

Odd Lots

The Utilities Analyst Who Says the Data Center Demand Story Doesn't Add Up

Utilities analysts are having a moment as the energy sector gets a boost from AI. With an extra 94 gigawatts forecast to be needed by 2030 to power all these new data centers, energy investment has become a hot play as investors take a "picks and shovels" approach. But one long-time analyst says that — from a utilities perspective — we're already set to overbuild capacity by twice as much as is needed. On this episode, Andy DeVries, co-head of investment grade credit and head of utilities and power at CreditSights, talks to us about the math behind his infrastructure overbuild analysis, who has...

Feb 2, 2026

20 min read

Huberman Lab

How Dopamine & Serotonin Shape Decisions, Motivation & Learning | Dr. Read Montague

Dr. Read Montague, PhD, is a professor and director of the Center for Human Neuroscience Research at Virginia Tech and an expert in how dopamine and serotonin shape human learning, motivation and decision-making. We discuss how they impact focused effort in the context of short- and long-term goals of all kinds. Also, how SSRIs and low-effort, high-engagement activities reduce the rewarding properties of dopamine, and how AI algorithms are revolutionizing understanding of the brain. Episode show notes are available at hubermanlab.com. Thank you to our sponsors AG1: https://drinkag1.com/huberman

Feb 2, 2026

41 min read

Works in Progress Podcast

The nuclear renaissance

In the mid twentieth century, nuclear power was meant to be the cheap and clean energy of the future. Now, nuclear power is expensive, maligned and unpopular. Ben, Sam and Alex discuss what went wrong in most of the world and, surprisingly, what went right in France. Ben delivers a radioactive hot take that meltdowns aren't so bad after all.You can read more about the French nuclear success here: https://www.worksinprogress.news/p/liberte-egalite-radioactivite

Jan 30, 2026

25 min read

Relentless