Why I’ve Changed How I Invest

Why I’ve Changed How I Invest

Ravi Gupta asks: What if the greatest risk in markets today isn’t missing out on AI—but believing it can never crash? In this solo deep dive, he unpacks why today’s trillion-dollar bets on artificial intelligence may mirror past manias—and why, with pensions, private equity, and passive index funds all in the mix, the next downturn could look less like Silicon Valley in 2000 and more like Japan’s lost decade. All of these arguments build toward a single point: how Ravi is rethinking his own portfolio, and why he believes resilience—not hype—is the smarter path forward. Signal Award Voting (make sure to vote if you haven’t yet) -- Leave us a voicemail with your thoughts on the show! 201-305-0084⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Follow Ravi at @RaviMGupta Notes from this episode are also available on Substack: https://thelostdebate.substack.com/ Read more from Ravi on Substack: https://realravigupta.substack.com Follow The Branch at @thebranchmedia Listen to more episodes of Lost Debate on Apple: https://podcasts.apple.com/us/podcast/the-lost-debate/id1591300785 Listen to more episodes of Lost Debate on Spotify: https://open.spotify.com/show/7xR9pch9DrQDiZfGB5oF0F Listen to Where the Schools Went: https://thebranchmedia.org/show/where-the-schools-went/

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Ep 123 | Trump Indictment?, Banks, Arkansas Youth Labor Laws

Ep 123 | Trump Indictment?, Banks, Arkansas Youth Labor Laws

Ravi, Rikki, and Joe jump into the fray on the rumored indictment of former President Donald Trump over his reported involvement with a $130,000 payment to porn star Stormy Daniels. Then the trio turns to the aftermath of Silicon Valley Bank’s implosion from last week, and the economic ricocheting that killed Signature Bank, cratered First Republic Bank’s stock, and forced Credit Suisse to sell to UBS. Finally, we look at Arkansas’ new youth hiring bill, which no longer requires 14-and-15-year-olds to obtain work permits before starting a job. [02:34] - Trump Indictment? [25:15] - Banks [43:42] - Arkansas Youth Labor Laws Leave us a voicemail with your thoughts on the show! 321-200-0570 Show Notes: https://lostdebate.com/2023/03/22/lost-debate-ep-123/ Subscribe to our feed on Spotify: http://bitly.ws/zC9K Subscribe to our YouTube channel: https://bit.ly/3Gs5YTF Subscribe to our Substack: https://thelostdebate.substack.com/ Follow Lost Debate on Instagram: https://www.instagram.com/lostdebate/ Follow Lost Debate on TikTok: https://www.tiktok.com/@lostdebate Follow Lost Debate on Twitter: https://www.twitter.com/thelostdebate The Lost Debate is also available on the following platforms:  Stitcher: https://www.stitcher.com/podcast/the-lost-debate iHeart: https://www.iheart.com/podcast/269-the-lost-debate-88330217/ Amazon Music: https://music.amazon.co.uk/podcasts/752ca262-2801-466d-9654-2024de72bd1f/the-lost-debate

21 Maalis 202354min

Ep 122 | Psychedelics, 4-Day School Week, CA Church vs. Health Dept

Ep 122 | Psychedelics, 4-Day School Week, CA Church vs. Health Dept

Ravi, Rikki, and Joe start by looking at the merits and consequences of school districts increasingly moving towards a 4-day school week. Then we turn to a newly reintroduced bill aiming to open up research pathways for certain psychedelics, currently barred under the country’s most stringent Schedule I drug classification. Finally, we look back to a bizarre pandemic-era showdown between California’s Santa Clara County and a defiant church that found itself in the health department’s crosshairs.  [00:57] - 4-Day School Week [15:04] - Psychedelics [31:21] - CA Church vs. Heath Dept Leave us a voicemail with your thoughts on the show! 321-200-0570 Subscribe to our feed on Spotify: http://bitly.ws/zC9K Subscribe to our YouTube channel: https://bit.ly/3Gs5YTF Subscribe to our Substack: https://thelostdebate.substack.com/ Follow Lost Debate on Instagram: https://www.instagram.com/lostdebate/ Follow Lost Debate on TikTok: https://www.tiktok.com/@lostdebate Follow Lost Debate on Twitter: https://www.twitter.com/thelostdebate The Lost Debate is also available on the following platforms:  Stitcher: https://www.stitcher.com/podcast/the-lost-debate iHeart: https://www.iheart.com/podcast/269-the-lost-debate-88330217/ Amazon Music: https://music.amazon.co.uk/podcasts/752ca262-2801-466d-9654-2024de72bd1f/the-lost-debate

16 Maalis 202352min

Ep 121 | Classroom AI, Arkansas’ LEARNS Act, Gentrifying Economy?

Ep 121 | Classroom AI, Arkansas’ LEARNS Act, Gentrifying Economy?

Ravi, Rikki, and Joe start by revisiting the wave of ChatGPT discourse and looking at some new data on how it’s affecting America’s classrooms. Then we turn to classrooms in Arkansas, where new Governor Sarah Huckabee Sanders is setting down an early marker on her education policy: the LEARNS Act. Finally, we look to some new reporting from the New York Times and try to answer a provocative question: is the entire economy gentrifying?  [03:22] - Classroom AI [23:12] - Arkansas’ LEARNS Act [38:19] - Gentrifying Economy? [53:58] - Voicemails Leave us a voicemail with your thoughts on the show! 321-200-0570 Show notes: https://lostdebate.com/2023/03/15/ep-121/ Subscribe to our feed on Spotify: http://bitly.ws/zC9K Subscribe to our YouTube channel: https://bit.ly/3Gs5YTF Subscribe to our Substack: https://thelostdebate.substack.com/ Follow Lost Debate on Instagram: https://www.instagram.com/lostdebate/ Follow Lost Debate on TikTok: https://www.tiktok.com/@lostdebate Follow Lost Debate on Twitter: https://www.twitter.com/thelostdebate The Lost Debate is also available on the following platforms:  Stitcher: https://www.stitcher.com/podcast/the-lost-debate iHeart: https://www.iheart.com/podcast/269-the-lost-debate-88330217/ Amazon Music: https://music.amazon.co.uk/podcasts/752ca262-2801-466d-9654-2024de72bd1f/the-lost-debate

14 Maalis 202358min

How Silicon Valley Bank Failed

How Silicon Valley Bank Failed

We’ve got a special episode today to cover a wild weekend in financial news, as Silicon Valley Bank fails and regulators and investors alike brace for the aftershocks. Ravi sits down with Brad Hargreaves, the Founder and Chairman of Common, to talk about what led to SVB’s demise, whether its failure poses systemic risks, how it’s affecting the tech ecosystem in particular, and to give their predictions on what happens next.  Leave us a voicemail with your thoughts on the show! 321-200-0570 Show notes: https://lostdebate.com/2023/03/13/how-silicon-valley-bank-failed/ Subscribe to our feed on Spotify: http://bitly.ws/zC9K Subscribe to our YouTube channel: https://bit.ly/3Gs5YTF Subscribe to our Substack: https://thelostdebate.substack.com/ Follow Lost Debate on Instagram: https://www.instagram.com/lostdebate/ Follow Lost Debate on TikTok: https://www.tiktok.com/@lostdebate Follow Lost Debate on Twitter: https://www.twitter.com/thelostdebate The Lost Debate is also available on the following platforms:  Stitcher: https://www.stitcher.com/podcast/the-lost-debate iHeart: https://www.iheart.com/podcast/269-the-lost-debate-88330217/ Amazon Music: https://music.amazon.co.uk/podcasts/752ca262-2801-466d-9654-2024de72bd1f/the-lost-debate

13 Maalis 202339min

Ep 120 | SAT/ACT Requirements, Men’s Preventive Health Care, Equity Language

Ep 120 | SAT/ACT Requirements, Men’s Preventive Health Care, Equity Language

Ravi, Rikki, and Joe start with two trends in education: universities moving away from SAT/ACT requirements, and a growing defection from the U.S. News college rankings. Then we turn to the doctor’s office and try to unravel why men aren’t seeking out preventive care. Finally, we sit down with The Atlantic’s George Packer on his recent piece about the pitfalls of equity language.  [02:42] - SAT/ACT Requirements [26:46] - Men’s Preventive Health Care [39:46] - Equity Language [01:00:25] - Voicemails Leave us a voicemail with your thoughts on the show! 321-200-0570 Show notes: https://lostdebate.com/2023/03/10/ep-120/ Subscribe to our feed on Spotify: http://bitly.ws/zC9K Subscribe to our YouTube channel: https://bit.ly/3Gs5YTF Subscribe to our Substack: https://thelostdebate.substack.com/ Follow Lost Debate on Instagram: https://www.instagram.com/lostdebate/ Follow Lost Debate on TikTok: https://www.tiktok.com/@lostdebate Follow Lost Debate on Twitter: https://www.twitter.com/thelostdebate The Lost Debate is also available on the following platforms:  Stitcher: https://www.stitcher.com/podcast/the-lost-debate iHeart: https://www.iheart.com/podcast/269-the-lost-debate-88330217/ Amazon Music: https://music.amazon.co.uk/podcasts/752ca262-2801-466d-9654-2024de72bd1f/the-lost-debate

9 Maalis 20231h 4min

Ep 119 | Insulin Prices, College Cancellation Fear, Stock Buybacks

Ep 119 | Insulin Prices, College Cancellation Fear, Stock Buybacks

Ravi, Rikki, and Joe start with a major announcement from drugmaker Eli Lilly on coming price caps for its insulin products before turning to the complex web of regulatory loopholes that defines American pharmaceuticals and health care altogether. Then we turn to a new survey from FIRE, detailing self-censoring among college professors and students when it comes to academic freedom and speech. Finally, we look at a trendy punching bag among progressives, asking whether stock buybacks are really the corporate cash grab they think.  [01:43] - Insulin Prices [24:13] - College Cancellation Fear [37:28] - Stock Buybacks [50:00] - Voicemail Leave us a voicemail with your thoughts on the show! 321-200-0570 Show notes: https://lostdebate.com/2023/03/08/ep-119-insulin-prices-college-cancellation-fear-stock-buybacks/ Subscribe to our feed on Spotify: http://bitly.ws/zC9K Subscribe to our YouTube channel: https://bit.ly/3Gs5YTF Subscribe to our Substack: https://thelostdebate.substack.com/ Follow Lost Debate on Instagram: https://www.instagram.com/lostdebate/ Follow Lost Debate on TikTok: https://www.tiktok.com/@lostdebate Follow Lost Debate on Twitter: https://www.twitter.com/thelostdebate The Lost Debate is also available on the following platforms:  Stitcher: https://www.stitcher.com/podcast/the-lost-debate iHeart: https://www.iheart.com/podcast/269-the-lost-debate-88330217/ Amazon Music: https://music.amazon.co.uk/podcasts/752ca262-2801-466d-9654-2024de72bd1f/the-lost-debate

7 Maalis 202354min

Ep 118 | DOE Leans Lab Leak, Florida vs. AP African American Studies

Ep 118 | DOE Leans Lab Leak, Florida vs. AP African American Studies

Ravi, Rikki, and Joe kick things off with the latest chapter in a long-simmering debate around the origins of COVID-19, now that the Department of Energy is endorsing the once-derided “lab leak theory.” Then we head down to Florida, where a politically charged curriculum fight is playing out over a proposed AP African American Studies course. [04:43] DOE Leans Lab Leak [36:01] Florida vs. AP African American Studies [53:26] Voicemails Leave us a voicemail with your thoughts on the show! 321-200-0570 Show notes: https://lostdebate.com/2023/03/03/ep-118/ Subscribe to our feed on Spotify: http://bitly.ws/zC9K Subscribe to our YouTube channel: https://bit.ly/3Gs5YTF Subscribe to our Substack: https://thelostdebate.substack.com/ Follow Lost Debate on Instagram: https://www.instagram.com/lostdebate/ Follow Lost Debate on TikTok: https://www.tiktok.com/@lostdebate Follow Lost Debate on Twitter: https://www.twitter.com/thelostdebate The Lost Debate is also available on the following platforms:  Stitcher: https://www.stitcher.com/podcast/the-lost-debate iHeart: https://www.iheart.com/podcast/269-the-lost-debate-88330217/ Amazon Music: https://music.amazon.co.uk/podcasts/752ca262-2801-466d-9654-2024de72bd1f/the-lost-debate

2 Maalis 202356min

Ep 117 | Five Trends Reshaping America

Ep 117 | Five Trends Reshaping America

Ravi, Rikki, and Joe jump into #TrendyTuesday, looking at five trends that are reshaping America: declines in driving, religious faith, marriage rates, and sex, as well as a rise in multigenerational living.  [03:02] - Driving Downturn [10:19] - Declining Religiosity [22:01] - Multigenerational Living [31:04] - Sex Recession [40:31] - Falling Marriage Rates Leave us a voicemail with your thoughts on the show! 321-200-0570 Show notes: https://lostdebate.com/2023/03/01/ep-117/ Subscribe to our feed on Spotify: http://bitly.ws/zC9K Subscribe to our YouTube channel: https://bit.ly/3Gs5YTF Subscribe to our Substack: https://thelostdebate.substack.com/ Follow Lost Debate on Instagram: https://www.instagram.com/lostdebate/ Follow Lost Debate on TikTok: https://www.tiktok.com/@lostdebate Follow Lost Debate on Twitter: https://www.twitter.com/thelostdebate The Lost Debate is also available on the following platforms:  Stitcher: https://www.stitcher.com/podcast/the-lost-debate iHeart: https://www.iheart.com/podcast/269-the-lost-debate-88330217/ Amazon Music: https://music.amazon.co.uk/podcasts/752ca262-2801-466d-9654-2024de72bd1f/the-lost-debate

28 Helmi 202349min

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