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We are back with another interview with Gavin McCracken. This time, we spend most of the podcast chatting robotics, AI, and why those two themes could kickstart the next commodities supercycle.
I really enjoyed Gavin's take on AI and robotics, mainly because it aligns with my initial hypotheses. But it's always good to bounce ideas off a AI PhD.
Remember, NOTHIN...
Q2 2026 Investor Audibles is live.
Remember, none of this is investment advice. I just wish there were audible versions of investor letters, so I decided to make them.
I hope you enjoy!
This was easily my favorite podcast of the year. Granted, we're only in April. So it's exciting, but a high bar for future guests.
Gavin is a one-of-one thinker and investor. He generated a 2,000x return in his account from buying basically two stocks: Valeura Energy (VLE) and Andean Precious Metals (APM).
You will love his story on how he found, bought, and held ...