Please take a listen to The New Barbarians Podcast — the AI Agent Edition — where conversation meets computation, and every episode becomes a structured, research-ready asset for investors, technologists, and thinkers operating at the edge of global markets.
🔍 What’s Inside Each AI-Augmented Episode?
Executive Summary: Auto-synthesized takeaways from the discussion
Macro Context: Regime tagging (inflationary, deflationary, tightening, easing, etc.)
Portfolio Implications: Sector tilts, asset class insights, and relative value opportunities
Model-Ready Resources: Links to academic papers, Colab notebooks, and open-source tools
Narrative + Data Fusion: Bridging discretionary insight with systematic precision
🎧 Episode Spotlight:
Systematic Global Macro: How Data, AI, and Models Are Reshaping Investing
Featuring: Bill Mann & the Google NotebookLM Cohosts
🔗 Episode #5:
Spotify:
Apple:
📄 Research Paper: SSRN – Macro Factors and Sector Performance
💻 Open Python Model: Colab Notebook
⚔️ Why “New Barbarians”?
Because today’s markets reward those who blend old-school strategy with next-gen tools. Whether you're a macro strategist, quant PM, or digital asset explorer, this version of the podcast arms you with frameworks to think, build, and allocate in the AI age.
🔁 Follow along for future AI-enhanced episodes, toolkits, and Substack exclusives.
The barbarians are not at the gates — they’re building new ones.
– Bill & Mark
Co-hosts of The New Barbarians Podcast
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