Podcast appearances and mentions of John Arnold

The kingdom of heaven isn't just some future paradise. God already reigns, but there are many who oppose Him. Why doesn't He subjugate everything to His will now? He is patient beyond our own understanding.

⁠God is already the Almighty King. But what does His kingdom look like on this oft rebellious earth? Drawing on the imagery of Ezekiel, Jesus reveals a kingdom that begins in humility, transforms the world, is worth more than every earthly treasure, and will one day bring both salvation and judgment

Marty and John dig into the Houthis blocking the Bab el Mandeb strait, oil whipsawing on peace headlines, and why Lloyd's of London pulling war coverage matters for US insurers. They get into Trump's air defense stockpile problem, Chinese diesel demand falling off a cliff, and why the MOVE index staying subdued even as yields rise is the chart to watch. The bulk of the show is an extended breakdown of the open versus closed AI model debate, why the Hugging Face hack exposes the absurdity of current guardrails, and how the real axis of conflict is US versus China, not open source versus safety. They close with Bitcoin long term holder supply hitting 84 percent, a classic bottoming signal.

Marty's back on the shore house porch just as the Middle East flares up again. Marty and John dig into WTI and Brent back in the 80s, the SPR hitting 43 days, and why GCC countries are racing to bypass the Strait of Hormuz. They also get into the US as a helium winner, the Fed trying to have it both ways on forward guidance and inflation, and why Kimi K3 is exposing the strategic risk of nerfed frontier models. They also touch on Jevons Paradox in AI inference, whether sovereigns will end up backstopping training spend, and Bitcoin hovering around 64k with the strategic reserve bill finally hitting committee.

Rythmologie fait le pont entre les musiques dont la rythmique puise ses origines dans les musiques primitives africaines. Diffusés depuis mai 2003 à Montréal, nous avons reçu des invités tels que Robert Glasper, Nomadic Massive, Kokolo, Philarmonix, Nu-Mark, Marc De Clive-Lowe, PPP, Atach Tatuq, John Arnold, Miles Clerett, Quantic, Kobal, Andy Williams, Scott C, Jneiro Jarel, Robert Strauss, Tom Tom, Moonstarr, Dessy Dilauro et Ric'key Pageot, Ghislain Poirier et Roots Manuva, Jurassic 5, Voice, Nomadic Massive, Divine Brown et Sa-Ra Creative Partners.

The Iran deal is dead again, ships are getting hit in the Gulf, and the ten year is back above four point five five. Marty and John sort through the latest Middle East escalation, why both sides actually want the conflict to keep going, and what it means for oil, LNG, and bond volatility. They dig into Japan's thirty year yield highs and the delicate balance the BOJ is walking, Mohamed El-Erian vouching for Bessent's industrial policy in the New York Times, and why the MOVE index might matter more than the absolute rate level. They also cover Circle's bank charter approval, the OpenUSD consortium bringing Wall Street and Silicon Valley together around the digital dollar, and the growing turf war over who gets to run America's strategic Bitcoin reserve.

Rythmologie fait le pont entre les musiques dont la rythmique puise ses origines dans les musiques primitives africaines. Diffusés depuis mai 2003 à Montréal, nous avons reçu des invités tels que Robert Glasper, Nomadic Massive, Kokolo, Philarmonix, Nu-Mark, Marc De Clive-Lowe, PPP, Atach Tatuq, John Arnold, Miles Clerett, Quantic, Kobal, Andy Williams, Scott C, Jneiro Jarel, Robert Strauss, Tom Tom, Moonstarr, Dessy Dilauro et Ric'key Pageot, Ghislain Poirier et Roots Manuva, Jurassic 5, Voice, Nomadic Massive, Divine Brown et Sa-Ra Creative Partners.

The guys kick off the Fourth of July week by arguing that high agency culture is still America's edge, then dive into why AI is officially too big to fail. Marty and John break down FERC forcing grid operators to fast track data center connections, OpenAI floating a five percent stake to the Trump administration, and Marc Andreessen landing on the Pentagon's defense policy board. They also dig into the memory bottleneck squeezing the chip buildout, why frontier models are not getting commoditized by open source, and what Saudi oil flows back at ninety percent mean for Iran's leverage. To close, they look at Trump's fifty million dollar Bitcoin stash, Strategy selling coin to fund dividends, and whether Washington might already be building a strategic position through the public markets.

Rythmologie fait le pont entre les musiques dont la rythmique puise ses origines dans les musiques primitives africaines. Diffusés depuis mai 2003 à Montréal, nous avons reçu des invités tels que Robert Glasper, Nomadic Massive, Kokolo, Philarmonix, Nu-Mark, Marc De Clive-Lowe, PPP, Atach Tatuq, John Arnold, Miles Clerett, Quantic, Kobal, Andy Williams, Scott C, Jneiro Jarel, Robert Strauss, Tom Tom, Moonstarr, Dessy Dilauro et Ric'key Pageot, Ghislain Poirier et Roots Manuva, Jurassic 5, Voice, Nomadic Massive, Divine Brown et Sa-Ra Creative Partners.

The Iran deal is back on again and off again, but oil is not buying it. Marty and John sift through the weekend headline chaos to focus on what actually matters: WTI near seventy dollars and the dollar index back above one hundred. They break down Treasury Secretary Scott Bessent's speech on economic statecraft, why reshoring critical supply chains is moving from PowerPoint to plant openings, and how Iran's oil sanctions waivers are really a dollar dominance play. They also dig into the AI-driven memory shortage that is ending consumer electronics deflation, the administration's crackdown on frontier model releases, and why Apollo's seventeen percent withdrawal requests are a warning shot for private credit. To close, they look at Strategy's preferred share depeg, Bitcoin scraping fifty-eight thousand, and BlackRock's quiet reiteration that every portfolio needs one to two percent allocated to BTC.

Rythmologie fait le pont entre les musiques dont la rythmique puise ses origines dans les musiques primitives africaines. Diffusés depuis mai 2003 à Montréal, nous avons reçu des invités tels que Robert Glasper, Nomadic Massive, Kokolo, Philarmonix, Nu-Mark, Marc De Clive-Lowe, PPP, Atach Tatuq, John Arnold, Miles Clerett, Quantic, Kobal, Andy Williams, Scott C, Jneiro Jarel, Robert Strauss, Tom Tom, Moonstarr, Dessy Dilauro et Ric'key Pageot, Ghislain Poirier et Roots Manuva, Jurassic 5, Voice, Nomadic Massive, Divine Brown et Sa-Ra Creative Partners.

The Iran deal looked like a breakthrough until both sides started spinning it within the hour, but oil kept falling and the dollar stayed bid anyway. Marty and John walk through a week of narrative violations, from WTI dropping into the mid seventies to Fed Chair Warsh's hawkish first FOMC press conference. They dig into why hyperscaler CapEx exploding while free cash flow collapses makes Volcker 2.0 impossible, how housing affordability and debt service are pushing the Fed and Treasury back together, and why frontier AI is now a state secret. They also check in on Bitcoin's quiet grind, with Taiwan's central bank exploring reserves and BlackRock still building products in the background.

God is a king who expects His subjects to have compassion and care for those who are sick and those who are wandering. In our hubris, we often do not completely subject ourselves before the almighty Lord and King. We may even think that the servant is above the master. God acts even when we don't, caring for His sheep as well as bringing judgment on those who condemn and exploit those who are wandering and sick. But in Matthew 10, Jesus once again sends out shepherds with His authority to care for the sick and the wandering. There are those who will still oppose God (may we not be counted among them) and will battle against Him. If we truly are a subject of God, we may be hated—hard pressed and persecuted—but God has already won the battle.

Rythmologie fait le pont entre les musiques dont la rythmique puise ses origines dans les musiques primitives africaines. Diffusés depuis mai 2003 à Montréal, nous avons reçu des invités tels que Robert Glasper, Nomadic Massive, Kokolo, Philarmonix, Nu-Mark, Marc De Clive-Lowe, PPP, Atach Tatuq, John Arnold, Miles Clerett, Quantic, Kobal, Andy Williams, Scott C, Jneiro Jarel, Robert Strauss, Tom Tom, Moonstarr, Dessy Dilauro et Ric'key Pageot, Ghislain Poirier et Roots Manuva, Jurassic 5, Voice, Nomadic Massive, Divine Brown et Sa-Ra Creative Partners.

The Salvation Army's Job Club, run from their Swan Street building, provides help into work despite opportunities falling. It provides the same service as the job centre in Havant but locally. John Arnold explains what is on offer despite opportunities currently falling. They can however help anyone who is searching or seeking work with practical guidance and encouragement. The Salvation Army formed the first Labour Exchanges (as they were then called) in the 1890s, so have a long record of help. You can drop in on a Wednesday morning between 9:30am and 11:30am. See omnystudio.com/listener for privacy information.

SpaceX finally went public and made Elon a paper trillionaire, but the bigger story is what it says about America's ability to mobilize industry when it counts. Marty and John draw a line from that milestone to the geopolitical chessboard—whether the new US-Iran deal sticks, how Washington is using energy dominance and dollar leverage, and why Anthropic's Fable 5 got yanked by export controls. They also dig into Dario Amodei's AI roadmap, the Social Security math speeding toward 2032, and why the bond market may force a pro-liquidity future that makes US Bitcoin dominance impossible to ignore.

Rythmologie fait le pont entre les musiques dont la rythmique puise ses origines dans les musiques primitives africaines. Diffusés depuis mai 2003 à Montréal, nous avons reçu des invités tels que Robert Glasper, Nomadic Massive, Kokolo, Philarmonix, Nu-Mark, Marc De Clive-Lowe, PPP, Atach Tatuq, John Arnold, Miles Clerett, Quantic, Kobal, Andy Williams, Scott C, Jneiro Jarel, Robert Strauss, Tom Tom, Moonstarr, Dessy Dilauro et Ric'key Pageot, Ghislain Poirier et Roots Manuva, Jurassic 5, Voice, Nomadic Massive, Divine Brown et Sa-Ra Creative Partners.

Rythmologie fait le pont entre les musiques dont la rythmique puise ses origines dans les musiques primitives africaines. Diffusés depuis mai 2003 à Montréal, nous avons reçu des invités tels que Robert Glasper, Nomadic Massive, Kokolo, Philarmonix, Nu-Mark, Marc De Clive-Lowe, PPP, Atach Tatuq, John Arnold, Miles Clerett, Quantic, Kobal, Andy Williams, Scott C, Jneiro Jarel, Robert Strauss, Tom Tom, Moonstarr, Dessy Dilauro et Ric'key Pageot, Ghislain Poirier et Roots Manuva, Jurassic 5, Voice, Nomadic Massive, Divine Brown et Sa-Ra Creative Partners.

Trump and Bessent's $250 bill photo sums up the current moment, but under the surface the economy is tearing apart. AI stocks are ripping while credit card delinquencies hit 2008 levels. We get into why oil is artificially cheap, why data centers are becoming a political target, and the Bitcoin developments everyone is ignoring.

Rythmologie fait le pont entre les musiques dont la rythmique puise ses origines dans les musiques primitives africaines. Diffusés depuis mai 2003 à Montréal, nous avons reçu des invités tels que Robert Glasper, Nomadic Massive, Kokolo, Philarmonix, Nu-Mark, Marc De Clive-Lowe, PPP, Atach Tatuq, John Arnold, Miles Clerett, Quantic, Kobal, Andy Williams, Scott C, Jneiro Jarel, Robert Strauss, Tom Tom, Moonstarr, Dessy Dilauro et Ric'key Pageot, Ghislain Poirier et Roots Manuva, Jurassic 5, Voice, Nomadic Massive, Divine Brown et Sa-Ra Creative Partners.

This week on The Business of Watches, we're in La Chaux-de-Fonds to speak to Pascal Béchu, who heads not one, but two Swiss watchmaking brands, Angelus and Arnold & Son.  They're both specialized, low-production, high-horology watchmakers, with very different back stories. While Angelus is a historic Swiss brand known for its repeaters, chronographs, and long power reserve movements, Arnold & Son celebrates the work and innovation of one of history's most important (British) watchmakers, John Arnold. While quite different in their product and strategies, the two brands share the same parent company in Japan's Citizen Group, and both work closely with movement maker La Joux-Perret, with whom they share manufacturing and office space in La Chaux-de-Fonds.  Pascal Béchu is in charge of both marques. He talks about the history and the future for both brands, some recent successes in the form of celebrity clients for Arnold & Son, and a GPHG prize for Angelus. He also discusses prices and the impact the strong Swiss franc and the soaring price of precious metals are having on corporate strategy and planning.  Show Notes 3:55  Arnold & Son 4:36 John Arnold (Fondation Haute Horlogerie) 4:55 Longitude Act 1714 (Wikipedia) 6:56 Arnold & Son Tourbillon Chronometer No. 36 (GPHG) 7:10 John Arnold and Abraham-Louis Breguet (WatchAffinityUK) 7:52 John Roger Arnold (Antiquarian Horology) 8:00 The British Masters (Federation of the Swiss Watch Industry Oct. 2000) 10:20 Angelus Watches 11:07 Angelus Heritage 12:48 Historic Swiss Brand Angelus Is Back And Presents The U10 Tourbillon Lumière (Quill & Pad) 15:10 Angelus La Fabrique 16:59 The Strange Allure Of The Monopusher Chronograph (Hodinkee) 18:32 Angelus Instrument De Vittesse (GPHG) 19:10 Angelus Télémètre Yellow Gold (GPHG) 22:09 Angelus Flying Tourbillon Titanium Blue 30:00 Angelus Tinkler (released at Watches and Wonders 2026) 30:48 Ed Sheeran Named One of Time's Most Influential And Wears a Patek and Arnold & Son in photos (Hodinkee)  33:30 Arnold & Son Globetrotter 34:27 Arnold & Son DSTB 35:50 Arnold & Son Constant Force Tourbillon 11 43:50 The Business of Watches Podcast: La Joux-Perret CEO Jean-Claude Eggen

Rythmologie fait le pont entre les musiques dont la rythmique puise ses origines dans les musiques primitives africaines. Diffusés depuis mai 2003 à Montréal, nous avons reçu des invités tels que Robert Glasper, Nomadic Massive, Kokolo, Philarmonix, Nu-Mark, Marc De Clive-Lowe, PPP, Atach Tatuq, John Arnold, Miles Clerett, Quantic, Kobal, Andy Williams, Scott C, Jneiro Jarel, Robert Strauss, Tom Tom, Moonstarr, Dessy Dilauro et Ric'key Pageot, Ghislain Poirier et Roots Manuva, Jurassic 5, Voice, Nomadic Massive, Divine Brown et Sa-Ra Creative Partners.

While US and Chinese leaders exchanged niceties in Beijing, bond markets were selling off hard. Thirty-year Treasury yields hit their highest level since 2007, inflation prints came in hot, and the Strait of Hormuz started looking like a live test of Bitcoin as money for enemies.

End chaos in your firm—300+ peers use this framework. Free video here: https://www.businessofarchitecture.com/framework In this episode of Business of Architecture, Enoch Sears talks with John Arnold, partner at KFA. John shares how rising from junior staff to firm leader shaped his focus on people, culture, and stability. The stories show life inside a firm that works hard not to treat staff as disposable. You'll hear how John and his partners think about staffing, money, and growth so they can protect their team when the market shifts. He also hints at a mindset that shapes how they choose clients, write proposals, and handle scope changes. And he explains why he sees his role as helping people leave the firm as "whole" humans. The routine that helps KFA spot trouble months before others feel it. The way they handle first client calls that often leads to more work. One mindset shift that changes how you lead, mentor, and profit in your firm. To learn more about John, visit his website: https://kfalosangeles.com/

China's teapot refiners are bleeding, Intel is going vertical on reshoring headlines, and AI benchmark scores are leaving the charts as Trump meets with Xi this week. Three vertical charts tell the story of US leverage across energy, chips, and capital markets, why the AGI buildout is driving industrial policy, and what it means for a labor market already showing cracks. No matter which scenario plays out, the path keeps leading back to the asset with no supply response.

In this week's episode of WSJ's Take On the Week, co-hosts Miriam Gottfried and Telis Demos discuss what's beyond the surge in semiconductor companies like Broadcom and Micron. They examine economist Ed Yardeni's "Buzz Lightyear theory"—which says that demand for compute power will increase to infinity and beyond—that has led to S&P 500 earnings growth expectations surpassing the 2000 tech bubble peak. Plus, they analyze the impact of the fatal hantavirus outbreak on cruise-line stocks. After the break, billionaire philanthropist and former energy trader John Arnold joins Miriam and Telis at a live taping of the show at the WSJ's Future of Everything event. Arnold offers an analysis of how the U.S.-Iran conflict is shaping oil markets and discusses the factors preventing crude oil from reaching initial forecasts of $150 to $200 a barrel. He details how the Iran war underscores America's energy-security strengths, which should prompt hyperscalers to prioritize the U.S. for data-center expansion over Middle Eastern alternatives. Finally, he talks about a new focus of Arnold Ventures—the call for guardrails on prediction markets and sports betting—arguing that gambling regulation should remain under state jurisdiction rather than the Commodity Futures Trading Commission. This is WSJ's Take On the Week where co-hosts Telis Demos, Heard on the Street's banking and money columnist, and Miriam Gottfried, WSJ's investing and wealth management reporter, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com Further Reading: Memory Makers Are the Hottest Thing in Tech. Are They Making Too Much Money? Why Almost Everyone Loses—Except a Few Sharks—on Prediction Markets The 33-Day ‘Atlantic Odyssey' That Turned Into a Hantavirus Nightmare U.S. Regulator Sues New York State for Prediction Markets Crackdown For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter. Follow Miriam Gottfried here and Telis Demos here.  Learn more about your ad choices. Visit megaphone.fm/adchoices

If you work around climate or clean energy, you probably know about John Arnold. Although he began his career as a natural gas trader, Arnold has since become one of the country's most important clean energy investors. He's the chairman of Grid United, a transmission development firm undertaking some of the country's most ambitious power line projects, and he is an investor in the advanced geothermal startup Fervo. He and his wife Laura run the philanthropic organization Arnold Ventures.On this week's episode of Shift Key, Rob talks with Arnold about the current energy chaos and what might come next. They discuss Arnold's first trip to China, whether Congress might pass permitting reform this year, and what clean energy companies should learn from the fossil fuel industry. Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.You can find a full transcript of the episode here.Mentioned: The Menil Collection in HoustonPreviously on Shift Key: Everything We Didn't Know About the World's Buzziest Geothermal Startup--This episode of Shift Key is sponsored by Salesforce. Salesforce is the No. 1 AI CRM, where humans with agents drive success together. We invest in bold climate technologies and leverage agentic AI to accelerate nature-based solutions that benefit people and the planet. Learn more. You can also learn more about Salesforce's investments in watersheds.Music for Shift Key is by Adam Kromelow. Hosted on Acast. See acast.com/privacy for more information.

The Trump administration is invoking the Defense Production Act to fast-track energy and grid infrastructure, the UAE just left OPEC after six decades, and the Treasury is opening dollar swap lines to fund a massive industrial push. Meanwhile US farmers are getting squeezed by fertilizer shortages, and Bitcoin is looking harder and harder to bet against as the monetary base expands and Washington starts waking up to what it can do.

Term 2.0 is trending imperial as the US flexes financial and military muscle across the globe, from the Strait of Hormuz to the Panama Canal. While ceasefire headlines whipsaw market sentiment, Bitcoin is quietly decoupling from tech stocks and showing resilience against a backdrop of great power competition with China.

Markets are whipsawing between ceasefire hopes and escalation fears as the Strait of Hormuz becomes a geopolitical flashpoint, while Bitcoin shows surprising resilience amid the chaos. We dig into the energy leverage game between the US and China, the suspicious timing of the Mythos AI panic, and why Bitcoin makes more sense than stablecoins for toll payments in a war zone.

Schrödinger's Regime Change is upon us. With the Trump administration sending contradictory signals on Iran and global markets whipsawing on every headline, Marty Bent and John Arnold cut through the noise to focus on the physical realities actually driving geopolitics. From oil flows through the Strait of Hormuz to the return of quantum computing FUD, we separate signal from noise in an increasingly chaotic world.

John Arnold joins Marty to break down why the Fed is fiscally trapped and unable to hike rates despite inflationary pressures from Middle East supply shocks, while Bitcoin achieves unprecedented institutional integration through mortgage markets and Wall Street ETF filings.

Marty breaks down the real winners and losers as Middle East tensions create massive market volatility and reshape global energy flows.

Jesus went where the Holy Spirit led and did the will of God - evenwhen it was difficult. But what of His disciples? Did they go out into every town and preach the Kingdom of God or did they only do so when they felt they had been specifically told to do so?

When enemies surround, do we look at them or do we look to the one who made them?

Markets are underestimating the gravity of what's unfolding in the Middle East, but Bitcoin is showing signs it might be pricing in the inevitable response.

Invest Like the Best: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- My guest today is John Arnold. John is probably the most famous energy trader of all time and certainly the most successful. One of the things John talks about is cultivating the best seat in your industry – the seat with the best perspective, the most information, the best systems..  John has been closely watching China's convergence in robotics, AI, and EVs, and shares his perspective from his recent trip to the country. We talk about the state of energy markets today – the misaligned goals and incentives, the NIMBYism that prevents building in America, and what he actually thinks about the wave of nuclear energy startups that everyone seems excited about.  John is also one of the most innovative philanthropists working today, applying that same analytical rigor to diagnosing structural failures across America — in healthcare, criminal justice, education, and beyond For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, Vanta continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Visit vanta.com/invest.  ----- WorkOS is a developer platform that enables SaaS companies to quickly add enterprise features to their applications. Visit ⁠WorkOS.com⁠ to transform your application into an enterprise-ready solution in minutes, not months. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgeline.ai. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps (00:00:00) Welcome to Invest Like The Best (00:02:43) Episode Intro (00:03:43) Learnings from John's Trip to China (00:06:28) The EV Industry in China (00:08:43) How Subsidies Create Intense Competition (00:10:54) US-China Relationship (00:12:42) The Cost of Greatness (00:14:52) Creating the Best Seat in the Market (00:19:30) Baseball Card Arbitrage (00:23:03) Trading Natural Gas Futures (00:24:59) Energy Market Making Explained (00:27:11) Why Energy is Exciting Again (00:31:14) Meeting the Increased Demand for Energy (00:32:53) Why Policy is the Biggest Threat to Progress (00:36:28) Fixing Energy Infrastructure in the US (00:39:29) Advanced Nuclear Technology (00:42:05) The Prospects of Energy Startups (00:43:44) Input Costs in Solar & Batteries (00:47:54) Geothermal Energy: The Most Exciting Sector (00:50:57) Housing Reform in the US (00:53:39) The Role of Philanthropic Foundations (00:57:00) Reforming the Criminal Justice System (01:03:48) Social Outcomes Downstream of Education (01:07:20) Misaligned Incentives in the Healthcare System (01:12:08) Journalism as a Public Good (01:14:17) The Kindest Thing

My guest today is John Arnold. John is probably the most famous energy trader of all time and certainly the most successful. One of the things John talks about is cultivating the best seat in your industry – the seat with the best perspective, the most information, the best systems..  John has been closely watching China's convergence in robotics, AI, and EVs, and shares his perspective from his recent trip to the country. We talk about the state of energy markets today – the misaligned goals and incentives, the NIMBYism that prevents building in America, and what he actually thinks about the wave of nuclear energy startups that everyone seems excited about.  John is also one of the most innovative philanthropists working today, applying that same analytical rigor to diagnosing structural failures across America — in healthcare, criminal justice, education, and beyond For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠ to sign up for free and get a $250 welcome bonus. ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Vanta. Trusted by thousands of businesses, Vanta continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Visit vanta.com/invest.  ----- This episode is brought to you by ⁠WorkOS⁠. WorkOS is a developer platform that enables SaaS companies to quickly add enterprise features to their applications. Visit ⁠WorkOS.com⁠ to transform your application into an enterprise-ready solution in minutes, not months. ----- This episode is brought to you by Rogo. Rogo is an AI-powered platform that automates accounts payable workflows, enabling finance teams to process invoices faster and with greater accuracy. Learn more at Rogo.ai/invest. ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps (00:00:00) Welcome to Invest Like The Best (00:02:43) Episode Intro (00:03:43) Learnings from John's Trip to China (00:06:28) The EV Industry in China (00:08:43) How Subsidies Create Intense Competition (00:10:54) US-China Relationship (00:12:42) The Cost of Greatness (00:14:52) Creating the Best Seat in the Market (00:19:30) Baseball Card Arbitrage (00:23:03) Trading Natural Gas Futures (00:24:59) Energy Market Making Explained (00:27:11) Why Energy is Exciting Again (00:31:14) Meeting the Increased Demand for Energy (00:32:53) Why Policy is the Biggest Threat to Progress (00:36:28) Fixing Energy Infrastructure in the US (00:39:29) Advanced Nuclear Technology (00:42:05) The Prospects of Energy Startups (00:43:44) Input Costs in Solar & Batteries (00:47:54) Geothermal Energy: The Most Exciting Sector (00:50:57) Housing Reform in the US (00:53:39) The Role of Philanthropic Foundations (00:57:00) Reforming the Criminal Justice System (01:03:48) Social Outcomes Downstream of Education (01:07:20) Misaligned Incentives in the Healthcare System (01:12:08) Journalism as a Public Good (01:14:17) The Kindest Thing

World War 3 is heating up and most people are missing the bigger strategic picture. What just went down in Iran and why anthropic got blacklisted by the Pentagon.

Lauren Taylor Wolfe, Managing Partner at Impactive Capital, argues that indiscriminate selling and algorithm-driven moves may be creating selective opportunities for long-term investors. In semis and mega-cap tech, AMD and Meta strike a new deal as capital spending and stock-based strategies draw scrutiny. Ben Bajarin of Creative Strategies breaks down what the agreement means for Meta, AMD, NVIDIA and the broader software trade. John Arnold of Arnold Ventures discusses the intersection of energy and AI, plus venture capital trends and the rise of betting and prediction markets. John Kolovos, Head of Technical Strategy at Macro Risk Advisors, analyzes key chart levels and momentum signals shaping the tape. Finally, Chad Anderson of Space Capital explains why AI could serve as a tailwind rather than a threat to the space industry. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Reality distortion fields aren't just for Steve Jobs anymore - they're everywhere in our sclerotic institutions, and the latest examples show just how disconnected official narratives are from what's actually happening.

On the Mount of Transfiguration, God declared, "This is my beloved son." This was not the first time God declared this, He also declared it at Jesus' baptism. But even before that, Peter writes that God spoke these words through David almost a thousand years earlier in Psalm 2. Peter, who physically heard God repeat what He had spoken so long ago writes: "For no prophecy was ever produced by the will of man, but men spoke from God as they were carried along by the Holy Spirit."

The AI revolution is accelerating faster than most people realize, but major institutions aren't accounting for it in their economic projections. While the CBO just added $1.4 trillion to this decade's deficit forecast, they completely missed the potential disruption from artificial intelligence.

God's light shines in the darkness, opening the eyes of the blinds and releasing the prisoner. He gathers sons and daughters to Himself. But He then calls us be a light in the darkness. What a responsibility… and what a great privilege.

Welcome to the latest episode of Build a Better Agency! Host Drew McLellan is joined by talent strategy expert John Arnold to tackle one of the most critical and timely challenges facing agency owners today: hiring, retaining, and managing the right people in the ever-evolving agency landscape. As AI and technology shift agency workflows, Drew McLellan sets the stage for a refreshing conversation about why the human element is more important now than ever. John Arnold, co-owner of Celerity—a firm that was itself born from agency roots—brings decades of experience in staffing, executive search, and talent advising. Together, they explore the seismic changes agencies have faced in team structure, from the rise of remote work and fractional contracts to the increasing responsibility placed on each team member. John Arnold shares actionable strategies for navigating this new reality, including how tools like Predictive Index and other personality assessments are transforming agency hiring decisions. You'll learn why understanding your own leadership style is just as important as knowing what you're looking for in a new hire. This episode digs into practical frameworks for the ideal interview process, tips for avoiding common hiring pitfalls, and ways to structure assessments and team interviews to ensure long-term fit. John Arnold also reveals the personality traits and behaviors that signal an exceptional agency employee, while offering candid advice for managing generational divides and work-life balance in today's workforce. The conversation doesn't shy away from tough topics: Drew McLellan and John Arnold discuss red flags, deal-breakers, and why agency leaders must be upfront with candidates from the very start.   If you're ready to strengthen your agency's team, enhance your understanding of talent, and embrace data-driven hiring, this episode delivers the insights you need. By the end, you'll have the tools—and the confidence—to build a stronger, more resilient agency culture. Don't miss this invaluable deep dive into what it takes to recruit, retain, and inspire top talent in today's dynamic agency world!   A big thank you to our podcast's presenting sponsor, White Label IQ. They're an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here. What You Will Learn in This Episode: The critical role of data in modern agency hiring   Balancing gut instinct with science for better hiring outcomes Structuring a successful multi-step interview process Why curiosity and accountability matter in agency talent Navigating generational shifts in work/life balance expectations The evolving landscape of remote and hybrid work in agencies Preparing for the future: leveraging AI and assessments to predict job fit

John the Baptist grew up hearing the promises of the Messiah foretold through the prophets. He also would have heard of his own miraculous birth—and that of Jesus. The prophecies regarding John were not all ancient, his parents knew prophecies and prophesied. John was also a prophet who bore witness to the Messiah and prepared the way for Him in the wilderness. But in a time of trial, faithful John was still confused and questioning what he knew to be true—not because he wasn't faithful but because trials can be very difficult to go through. James tells us that we are to be patient in times of trials until the coming of the Lord. But God will come and judge. So we must prepare ourselves for His coming.

John Arnold is a colleague of mine at Ten31, we are five man team focused on investing in and supporting the best bitcoin businesses globally. This is our third quarterly update where we cover current market dynamics and our outlook.More info on Ten31: https://www.ten31.xyzJohn on Nostr: https://primal.net/johnJohn on X: https://x.com/JohnArnoldTen31Ten31 on X: https://x.com/ten31fundsEPISODE: 186BLOCK: 927606PRICE: 1108 sats per dollar(00:07:01) Four Year Cycles: Liquidity vs. halving(00:12:21) Market manipulation?(00:13:53) Day vs. night: IBIT hours, ETFs, stay humble and stack sats(00:16:40) Premarket/postmarket liquidity and trading(00:16:47) Quantum: FUD Rising(00:24:03) Address types at risk: P2PK, P2PKH race, Taproot exposure(00:25:11) Practical mitigations(00:27:28) Long-range vs. short-range quantum attacks and feasibility(00:28:40) Reality check: scaling physical QC and secrecy constraints(00:31:01) Coordination and upgrade paths: post-quantum options(00:33:30) Social contract: no seizure of old coins(00:36:25) Did quantum FUD drive the drawdown?(00:40:00) Why gold and silver are at highs while Bitcoin lags(00:51:06) Mega-cap tech as the new savings account and TINA(00:57:36) Fed cuts, QT ends, QE or not semantics, and Bitcoins response(01:07:00) Looking ahead: more cuts, policy path, and 2026 setup(01:13:01) Giga-bullish case: scarce assets vs. fiscal-monetary impulse(01:16:03) Gold vs. Bitcoin for individuals and sovereigns(01:20:02) Counterparty risk with ETFs and the case for self-custody(01:26:12) Bottom in? Price targets, humility, and risk management(01:30:29) USD tokens (stablecoins): growth, limits, and policy aims(01:35:04) Tethers dominance, gold tokens, and a silver tangent(01:41:03) Closing thoughts: on-chain flows, whos buying, and sign-offmore info on the show: https://citadeldispatch.comlearn more about me: https://odell.xyz

Elected officials face huge challenges when it comes to energy policymaking. They have very little time to learn complicated, nuanced issues. They're bombarded by information — some of it from organizations that are tightly aligned with ideological or political movements.  Whether it's from industry or civil society, the information policymakers receive, even if accurate, can often come with an agenda. Plus, translating academic research into policy comes with its own challenges. All of this makes building energy policy based on independent, trusted expertise difficult, especially in a time of deep partisanship.  So how can evidence and analysis best be used to design and build good energy policy? How can philanthropy drive innovative solutions to pressing challenges, like the energy transition? Where are the disconnects between high-quality research and thoughtful policymaking, and how can those efforts be bridged? This week, Jason Bordoff speaks with John Arnold about the hurdles and opportunities for building energy infrastructure and the power of evidence-based policymaking. John Arnold is co-founder and co-chair of Arnold Ventures, a philanthropic organization that supports initiatives in a range of sectors. He is also co-founder of Grid United, which develops high-voltage transmission projects. Previously, John was the CEO of Centaurus Energy. He started his career at Enron, where he oversaw the trading of natural gas derivatives. John is also an advisory board member at the Columbia Center on Global Energy Policy, and serves on the board of other organizations, including Meta. Credits: Hosted by Jason Bordoff and Bill Loveless. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.  

In this special episode, my friend—and fan-favorite guest—Dr. Peter Attia takes the mic as guest host. Peter sits down with legendary trader John Arnold, widely considered the greatest energy trader of all time. Today, through his foundation Arnold Ventures, John applies the same rigorous thinking to some of America's toughest social challenges—criminal justice reform, healthcare policy, and K–12 education, to name just a few. This interview originally aired on Peter's excellent podcast The Drive. You can check it out at PeterAttiaMD.com, or subscribe to The Drive wherever you get your podcasts.This episode is brought to you by:Vanta trusted compliance and security platform: https://vanta.com/tim ($1000 off)Eight Sleep Pod Cover 5 sleeping solution for dynamic cooling and heating: EightSleep.com/Tim (use code TIM to get $350 off your very own Pod 5 Ultra.)Wealthfront high-yield cash account: https://Wealthfront.com/Tim (Start earning 4.00% APY on your short-term cash until you're ready to invest. And when new clients open an account today, you can get an extra fifty-dollar bonus with a deposit of five hundred dollars or more.) Terms apply. Tim Ferriss receives cash compensation from Wealthfront Brokerage, LLC for advertising and holds a non-controlling equity interest in the corporate parent of Wealthfront Brokerage. See full disclosures here.Timestamps:[00:00:00] Start.[00:05:37] Peter Attia's intro: who is John Arnold?[00:08:38] John's background, upbringing, and early entrepreneurial tendencies.[00:21:16] John's time and rise at Enron.[00:33:40] Characteristics that made John an exceptional natural gas trader and how they translate to his philanthropic work.[00:41:10] The collapse of Enron.[00:46:46] The success of John's hedge fund, and his early interest in philanthropy.[01:02:03] The infamous 2006 trade that brought down Amaranth Advisors.[01:08:28] John's analytical prowess and emphasis on fundamentals.[01:15:13] The decision to become a full-time philanthropist and the founding of Arnold Ventures.[01:25:03] Education — John's quest to fundamentally change K-12 education.[01:30:36] Strategic philanthropy — preventing problems by attacking root causes and creating structural change.[01:37:50] The criminal justice system — structural changes needed to address mass incarceration, policing practices, and recidivism.[01:55:07] Re-imagining prisons to reduce recidivism.[02:02:27] US health care policy — John's focus on drug prices, and the severe consequences of not making system changes.[02:20:00] Climate change — the bipartisan role of John's foundation.[02:23:52] Advice for young adults interested in philanthropy.[02:30:52] Parting thoughts.*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissPast guests on The Tim Ferriss Show include Jerry Seinfeld, Hugh Jackman, Dr. Jane Goodall, LeBron James, Kevin Hart, Doris Kearns Goodwin, Jamie Foxx, Matthew McConaughey, Esther Perel, Elizabeth Gilbert, Terry Crews, Sia, Yuval Noah Harari, Malcolm Gladwell, Madeleine Albright, Cheryl Strayed, Jim Collins, Mary Karr, Maria Popova, Sam Harris, Michael Phelps, Bob Iger, Edward Norton, Arnold Schwarzenegger, Neil Strauss, Ken Burns, Maria Sharapova, Marc Andreessen, Neil Gaiman, Neil de Grasse Tyson, Jocko Willink, Daniel Ek, Kelly Slater, Dr. Peter Attia, Seth Godin, Howard Marks, Dr. Brené Brown, Eric Schmidt, Michael Lewis, Joe Gebbia, Michael Pollan, Dr. Jordan Peterson, Vince Vaughn, Brian Koppelman, Ramit Sethi, Dax Shepard, Tony Robbins, Jim Dethmer, Dan Harris, Ray Dalio, Naval Ravikant, Vitalik Buterin, Elizabeth Lesser, Amanda Palmer, Katie Haun, Sir Richard Branson, Chuck Palahniuk, Arianna Huffington, Reid Hoffman, Bill Burr, Whitney Cummings, Rick Rubin, Dr. Vivek Murthy, Darren Aronofsky, Margaret Atwood, Mark Zuckerberg, Peter Thiel, Dr. Gabor Maté, Anne Lamott, Sarah Silverman, Dr. Andrew Huberman, and many more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.