Episodes featuring Trae Stephens
Browse episodes where Trae Stephens appears as host or guest. View all episodes →
Leopold is Back! Big Tech Earnings, Beautiful Debt, Defense Tech Deep Dive
TBPN
·
with
Leopold Aschenbrenner,
Richard Craib,
Trae Stephens,
Blake Resnick
·
Jul 31, 2026
·
2 recommendations
The panel discusses Leopold Aschenbrenner's hedge fund nearly collapsing after a -67% July drawdown despite being up 80% year-to-date, with guests breaking down leverage, risk, and defense tech investing.
Founders Fund on Truth-Seeking, Taiwan, and Whether You Can Still Beat the S&P | Ep. 53
Uncapped with Jack Altman
·
with
Trae Stephens,
Delian Asparouhov
·
Jun 30, 2026
·
2 recommendations
Founders Fund partners Trae Stephens and Delian Asparouhov talk with Jack Altman about how they pick companies, venture economics in an inflated market, and the Taiwan semiconductor risk.
The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare
Palantir's Shyam Sankar and Anduril's Trae Stephens join the All-In hosts to discuss how the U.S. defense industry has fallen behind China and what it would take to close the gap.