The full index
Frameworks
Every named framework pulled from the show — searchable, filterable, and structured down to the steps, examples, and mistakes.
9 frameworks
The Stablecoin Trilemma
Every stablecoin charges you in fraud risk, censorship risk or blow-up risk — find out which.
Topline Royalty Math
A 2% royalty on revenue is really 20% of profit — and the things you would have to get good at to keep the rest are things you should never learn.
Market First, Team Second
A great team in a bad market loses; index on the market
The Async Allocation Rule
Make every buy and sell decision on a calendar you set, never on a news cycle someone else set.
The One Thing You Need to Believe
Collapse every deal into a single core belief
The Revenue and Earnings Quality Test
Price-to-revenue is a crude proxy; grade the dollar before you multiply it.
The Sovereign Custody Ladder
Build conviction first, then walk your crypto down from exchange to custodian to hardware.
The Wave-and-Bubble Pair
Stop debating whether it is real or a bubble; assume both and sort the participants
Expected-Value Investing with Low and High Cases
Guess the outcome, halve and double it, then bet if expected value is positive