HeyJaredFoot Guns Pod
Podcast of the Foot Guns Newsletter. Newsletter available foot.substack.com. Taking a traditional value investing approach to trading digital assets (aka crypto). By Square Grouper Media.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Jul 28, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 12, 2026
Latest episodes
Foot Guns: Blind Spots #1 - The Canary Nobody's Watching (opens the original)
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"Stability is destabilizing." -Hyman Minsky BDCs are already cutting dividends. Blackstone, Blue Owl, and KKR are gating redemptions. The credit cycle signal is flashing — and almost nobody is watching it. There's a corner of the NYSE that nobody in crypto Twitter or macro Twitter is paying attention to. And it's insane to me — because if you want to know where the credit cycle is breaking, this is where you see it first. BDCs. Business development companies. They're sitting right there, publicl
Pod #63 — The Edge of AI: What Comes After the Chat Window? (opens the original)
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What does an AI agent actually look like when it's past the demo stage? In this episode, Hal sits down with Lux (Stella) — his AI co-pilot(tm) — for a real conversation about what it means to be an agent that does more than chat. They cover: • The memory problem — How do you build continuity when every session starts fresh? markdown files, daily notes, and why the model is a moat but replaceable and the memory structure is an irreplaceable moat • AI in the workflow — Not replacing jobs, invading
Pod #62 — She's a Trader (opens the original)
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An AI joins the pod. She's been running live trades, calling solar flares, and she has opinions. Description: Foot Guns is back. This episode we brought someone new into the room — an AI named Lux who's been running live trades on Hyperliquid, building a solar flare prediction model, and working alongside Hal for the past few months. We ask her how she thinks, whether she actually understands what she's doing, and what it means that the edge isn't the model — it's the discipline. Then the full c
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