The Shale Revolution: EOG, OPEC, and Profits from Shale Oil (Part 3)

EOG Resources led by CEO Mark Papa creates a rigorous oil & gas operation and makes shale oil profitable.

Dec 23 • Daniel Gamboa and Matt Harris

1:11:59

The Shale Revolution: Aubrey McClendon & the Natural Gas Boom (Part 2)

Listen now | At the end of Part 1, Devon had just bought Mitchell Energy for $3.5B and locked in the technological innovation behind the shale…

Dec 9 • Daniel Gamboa and Matt Harris

59:41

November 2025

The Shale Revolution: George Mitchell’s Natural Gas Moonshot (Part 1)

Listen now | George Mitchell and his team—people like Nick Steinsberger—through relentless experimentation and financial pressure targeted natural gas…

Nov 25 • Daniel Gamboa and Matt Harris

1:11:48

October 2025

The Dot Com Boom: Max Levchin, Peter Thiel, and Elon Musk Walk into the Fire and Create PayPal (Part 4)

Imagine starting a company to change the world of finance right before an epic stock market crash.

Oct 30 • Daniel Gamboa and Matt Harris

58:39

The Dot Com Boom: Bezos Sees the Wave, Rides the Crest, Survives the Crash (Part 3)

Listen now (60 mins) | Technology waves are easy to see in hindsight, but often hard to see before they arrive.

Oct 17 • Daniel Gamboa

59:57

The Dot Com Boom: A Tale of Two Telecoms (Part 2)

In the late 1990s, the internet grew exponentially to become an enormous engine for technological progress and economic disruption.

Oct 7 • Daniel Gamboa and Matt Harris

1:01:28

September 2025

The Dot Com Boom: Netscape Lights the Fuse (Part 1)

Listen now (58 mins) | Description

Sep 25 • Daniel Gamboa and Matt Harris

58:08

August 2025

Crashes Is Now Backtest

New name, same mission

Aug 28 • Daniel Gamboa and Matt Harris

Why is it important to understand The Nixon Shock now?

Harvard economist Kenneth Rogoff reminds us that history rhymes in the latest edition of Foreign Affairs Magazine

Aug 25 • Daniel Gamboa and Matt Harris

The Nixon Shock: Connally’s Bold Move (Part 3)

Listen now (57 mins) | A run on the dollar, stagflation, and an election on the line—Part 3 wraps up the series with President Nixon’s shocking…

Aug 21 • Daniel Gamboa and Matt Harris

57:09

The Nixon Shock: Martin’s Fed vs. The World (Part 2)

Listen now | On the journey towards President Nixon’s fateful decision on August 15th, 1971 to suspend dollar-gold convertibility—a decision that would…

Aug 14 • Daniel Gamboa and Matt Harris

59:21

The Nixon Shock: The Golden Rule at Bretton Woods (Part 1)

Listen now (58 mins) | Gold, power, war, and spies—this series has it all.

Aug 7 • Daniel Gamboa and Matt Harris

57:32