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 emailrequests@givemetheshortversion.com. 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 Compound and Friends
Sep 29, 2026 · 1h 15m · 4 min read
Josh and Matt (Chart Kid Matt) built a constructive near-term case on a panel dominated by charts: Nvidia looks technically primed to break out above $230-235 with room left in RSI, backed by a $150B buyback (on top of $85B already authorized) and a free-cash-flow trajectory Josh puts at $360B next fiscal year on $680B revenue. Narrowing market breadth is real -- five stocks drove 93% of S&P gains since July -- but both argue the stocks actually breaking down (utilities, staples, real estate, mortgage/rideshare names) are the rate-sensitive laggards, not tech or financials, where zero and 1% of names respectively are making new lows; Matt still flags a Barclays historical-analog risk of a 5-9.6% pullback if the pattern breaks. Matt's trade call: avoid the utilities (XLU) dip as a value trap; Josh's macro line is that 5% on the 10-year is not the breaking point for equity multiples -- that comes closer to 7%.
This is the super-short version — click for the full summary →The Energy Gang
Sep 29, 2026 · 57m · 3 min read
Live panel from NYU (Wood Mackenzie's Energy Gang, Climate Week) argues that the Gulf conflict and rare-earths chokepoints have made "resilience" — the ability to keep supplying through overlapping shocks, not just diversified access to supply — the organizing concept in energy policy. Sarah Kaepnick (JPMorgan) lays out this framework from her "Race to Resilience" paper; Neil Brown (KKR) expects continued Gulf volatility with no political off-ramp and says near-term US electrification demand is still mainly a natural-gas story; Anna Schmitzberg (Wood Mackenzie) flags the Busan rare-earths truce expiring November 10 and a structural "recoupling" of GDP and energy demand. No specific trade or price target was given by any speaker.
This is the super-short version — click for the full summary →