The Short Version turns podcasts into what was actually said. Every weekday we take the shows worth knowing about — macro, markets, tech, power — and boil each episode down to the argument, the takeaways, and the calls, if anyone was brave enough to make them. An hour of someone talking becomes a few minutes of you reading. You listen to the episodes that earn it and skip the rest with a clear conscience.
How it works: subscribers get one email every weekday around 6:30am ET — the morning's index plus the takeaways from each episode. The full reads live here on the site: the argument, the reasoning, what has to be true for the person to be right. For now, we do things in categories. You pick which ones land in your morning email — the links at the bottom of every digest handle that, plus unsubscribe if it comes to that. No account settings to dig through, and no passwords anywhere: the email itself logs you in. Your inbox is your identity around here.
Want a podcast covered? Reply to any digest or email[email protected]. We'll decide if it makes the cut. "Hey, why do you get to decide?" Because this thing is free for now. Send money and your opinion will start carrying real weight around here.
Fair warning: this thing is young and it will change under your feet. New shows, new categories, new features, the occasional redesign. One thing coming that we're genuinely excited about — every checkable prediction a guest makes gets logged and scored when it resolves. People who make confident calls on podcasts keep receipts now. You'll see it grow teeth on the site over time.
And since it's early, complaints carry weight. Reply to anything — a summary that missed the point, a show we should add, a feature that would make your morning better. Everything gets read, most of it gets acted on, and the good ideas get stolen immediately.
The Short Version is invite-only for now. Signing up gets you both halves: the morning email, and full access to every complete summary on this site.
Have an invite code? Sign up →The Energy Gang
Oct 13, 2026 · 1h 29m · 2 min read
A Climate Week NYC panel interview with Aaron Sikorsky (Council on Strategic Risks) and retired Lt. Gen. Richard Nugee arguing that energy security and climate action are complementary, not competing, agendas — militaries are quietly continuing decarbonization investment even as public climate rhetoric fades. No market calls, levels, or trades were given; Nugee's one concrete forecast is that climate policy faces "hard yards for five years" before a narrative shift around co-benefits (reindustrialization, friend-shoring, resilience) can revive momentum, while both guests flag dependency on Chinese battery/EV supply chains as the structural successor risk to oil-import dependency.
This is the super-short version — click for the full summary →The Compound and Friends
Oct 13, 2026 · 1h 04m · 3 min read
Josh Brown runs a two-layer market view: tactically he expects an "October surprise" as the S&P's unusually quiet stretch (no 1% decline in 53 sessions, longest since January 2020) breaks, and he's not buying the dip in Citigroup after its post-earnings technical breakdown (through the 50- and 200-day moving averages, RSI near 36, stock down from ~$140 to $124). Structurally he stays bullish, citing Fidelity's Denise Chisholm's breadth data and favorable midterm-election seasonality, and takes "the under" on private-market valuations improving in the next few months. Michael Batnick's distinct call: Amazon's retail/logistics business is a 14x-earnings, low-margin drag, with AWS the real value driver and a potential "red hot stock" if ever spun off.
This is the super-short version — click for the full summary →