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For fun, my goal over the next 2 weeks is to record 30 podcast episodes w/ domain experts on topics having *nothing* to do w/ VC & startups—

like economics philosophy, religion, geopolitics, history, science. I'm taking guest recommendations—What expert do you want to hear?
(These will go on a separate, one-off podcast).
Example desired guests:

Paul Vander Klay & Jonathan Pageau (religion)
David Autor (Trade)
Carmen Reinhart (Debt)
Martha Naussbaum (Phil)
Rebecca Goldstein (Phil))
Geoffrey West (Bio
Scott Sumner (Econ)
Reihan Salam (Immigration)
Vaclav Semil (Energy)
Yuval Levin (identity)
Some confirmed guests so far:

Yuval Levin
Daron Acemoglu
Soumaya Keynes
Scott Sumner
Donald Kohn
Rajan Raghuram
Carola Binder
Michael Munger
Diego Zulaga
Jared Bernstein
Megan McArdle
John Horgan
Brian Nosek
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More from @eriktorenberg see all

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Erik Torenberg
@eriktorenberg
Economic nationalism, from a certain working class American, is somewhat understandable

It’s harder to see the net gains from trade/immigration if my job is outsourced or taken

The argument re: cheaper goods or ^GDP feels abstract. What good is a cheap iPhone if I’m unemployed?
Or that’s how the logic goes, at least

It seems that Apple and I (working class American) have somewhat misaligned incentives

But what if I had equity in Apple? What if, the richer they got, the richer I got?

Explicitly, not in an abstract way I can’t follow, rife w/ middlemen
Why would Apple or the next Apple do this? To secure lock-in, incentivize engagement, or disrupt the incumbent!

Still super early in how we think about this but Balaji has some ideas here: news.earn.com/thoughts-on-to…
Read 6 tweets
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Erik Torenberg
@eriktorenberg
Some political theorists say the roots of liberalism and conservatism stem from Thomas Paine & Edmund Burke.

Crude TLDR:

Burke: Ppl are flawed. Institutions make us better. Let's preserve them.

Paine: Ppl are good. Institutions are flawed & oppress us. Let's redesign them.
This to me is more of a "Mistake Theory" POV

I.e if we agreed on fundamental assumption of human nature, we'd come to similar conclusion. It's a tactical difference.

But I wonder if one root of our increasing conflict stems more from values than tactics

Beyond left & right, maybe, instead of Paine vs Burke, the better dichotomy is Jesus vs Nietzsche, or, egalitarianism vs meritocracy



Right now, these are at odds. Promoting one seems to threaten the other. They both see themselves as hanging by a thread.
Read 4 tweets
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Erik Torenberg
@eriktorenberg
Some takeaways from @vervaeke_john's work. Definitely check out his excellent YouTube series: "Awakening From the Meaning Crisis"

youtube.com/channel/UCpqDU…
One way of characterizing meaning is the organization of your life & how you live in it, like a sentence coheres together, a sentence that's significant to you, has impact on your understanding of yourself & the world, and can be shared with others
The meaning crisis, then, is a mass meaning scarcity.

Effects can spiral: A change in consciousness can impair cognition, which can cause you to lose cognitive flexibility, which can cause you to see your world & agency narrow a bit, and then see meaning drain away.
Read 14 tweets

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Filomena Rocha
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Shahrukh Wani
@ShahrukhWani
Over the next weeks, we're going to hear much on the new IMF deal, much, I fear will be either deliberately exaggerated or painstakingly simplified.

We should take this time to discuss the underlying reasons why we end up requiring a bailout every few years.

Let's do better.
Few things:

- IMF hasn't taken over the country.
- All subsidies aren't the same.
- There is a contraction of the economy.
- It was clear that we had to go to the IMF for a while.
- We have gone through this boom-bust before,
- We need to fix our house for ourselves, not IMF's.
What we need to talk about?

Some ideas:

- Why are underlying constraints to productivity?
- What policy decisions and structural reforms can we undertake to improve it?
- Areas where we can reclaim, or build new, comparative advantage?
- How can we institutionalize progress?
Read 5 tweets
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Ale Santos
@Savagefiction
Essa é a THREAD pra quem gosta de #Podcast com os episódios em que eu participei falando sobre História & Cultura negra e muitas outras coisas bem divertidas 😎

**Atualizado com novas participações
No episódio 83 do @viracasacas "A História que não contam", falei da história dos heróis e heroínas negros, da resistência dos escravos e do passado eugenista do país

viracasacas.com/2018/10/16/83-…
No @AntiCast 368 o tema foi "Narrativas Africanas", onde falei basicamente da diferença entre o Storytelling Afrocentrado e o Ocidental e ainda desconstruímos a mentira que contam sobre Zumbi dos Palmares

anticast.com.br/2018/11/antica…
Read 6 tweets
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Millennial Macro
@MillennialMacro
#demographics #militaries #economies #currencies
#USA
- Best demographics
- Largest military
- Largest economy
- Most used currency
- Liquid financial markets
- Open capital account
- Rule of law
- Best geography
- Can be self sufficient if required
- Not trade dependent
#USA
Top trade partners as of 30 June 2018:
- China: 15.2% (strategic competitor)
- Canada: 15.1%
- Mexico: 14.6%
- Japan: 5.1%
- Germany: 4.4%

The next 10 years could result in the below:
- Mexico (25%)
- Canada (20%
- Japan (7%)
- South Korea (5%)
- Great Britain (4%)
#USA
Bring the manufacturing (jobs) home while negatively impacting China's economy.
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