A Conversation with Paul

Hosted by investor and author Paul Podolsky. Paul is founder and CIO of Kate Capital and the author of The Uncomfortable Truth About Money, Raising a Thief and Master, Minion. paulpodolsky.substack.com

A Conversation with Paul is a business podcast hosted by Paul Podolsky, with 85 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Paul Podolsky hosts A Conversation with Paul, a business show with 85 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  A Conversation with Paul

  A War Update Podcast

  Mar 29, 202651 minS0

  <p>Not investment advice. </p><p>The war is moving markets and while I am not a military expert, I talk to them.</p><p>Seth G. Jones is president of the Defense and Security Department and Harold Brown Chair at the Center for Strategic and International Studies. He served in the Office of the Secretary of Defense and U.S. Special Operations Command and has written widely on both Russia and Iran. Said differently, he has expertise I lack, and I thought sharing our conversation would be of interest to you.</p><p>Given that things are moving quickly...

  ListenShow Notes
• 

  A Conversation with Paul

  Cars Are Going the Way of Typewriters

  Oct 3, 202559 minS0

  <p>While journalists breathlessly report on a plane crash or a train derailment, they are silent on a more salient fact: about 1.2 million people will die this year in car crashes. Fortunately for future generations, most of these terrible drivers are going to be replaced by a computer. In fact, in a number of countries (Norway, UAE) that is already happening, and in the US, it will significantly occur in the next decade.</p><p>Source: Grok</p><p>The one snag is that roughly 1 job in 10 in the US—broadly defined—is tied to driving a vehicle, if one incl...

  ListenShow Notes
• 

  A Conversation with Paul

  Story Telling Revolutions

  Sep 18, 202558 minS0

  <p>I was traveling this week, so today is mostly sharing a podcast with Pedro Lopes, who created the remarkable series Gloria on Netflix. </p><p>Regarding investments, I want to share a brief follow-up on last week's post about the impact of AI on labor. A fun fact: there are over 6 million jobs in the US tied to driving a vehicle of some sort, making up 5% of the workforce. While regulations and unions discourage this, many of these jobs could be replaced today by a computer, which would be both safer and cheaper. The consensus is that AI will...

  ListenShow Notes
• 

  A Conversation with Paul

  From Fear to Greed

  Jun 27, 202533 minS0

  <p>THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH. </p><p>Last week at this time, investors and the world were wondering if an attack on Iran would spiral into a broader war. Since then, oil prices plunged nearly 20% (shown below), and the focus shifted to TALO. The White House criticized Canada for having the audacity to do to the US what China did—retaliate where it hurts. China restricted rare earth exports, while Canada imposed digital taxes. Same idea.</p><p>Given that Iran is now in the rearview mirror, where does th...

  ListenShow Notes
• 

  A Conversation with Paul

  Changing Fortunes

  Jun 6, 202550 minS0

  <p>THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.</p><p>This week, we learned a few things.</p><p>First, we learned the big round of central bank easing is probably over. For assets in general (stocks and bonds) to go up, the total amount of printing (easing) needs to increase. While the Fed wasn’t easing, most other central banks were. This week, the Bank of Canada and the European Central Bank said they don’t see the need to ease further (though the ECB cut rates). There is no pressure on t...

  ListenShow Notes

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.