High Signal Podcasts Evidence ledger
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Public evidence record

Ben Gilbert

Host · Acquired

Claims
500
Episodes
23
Shows
1
Named items
46

Books, apps, and tools

The evidenced stack.

Browse the grouped index →

service / likes

Vanguard

“Ben and David love their index funds. You know, we love Vanguard here. If you had bought the S&P 500 with that same $1,000, instead of $17 million today, you would have $170,000.”

Acquired · 14 Sept 2026

Evidence receipt · Source ↗

other / recommends

Defunctland

“There's a great one on the Florida Project, so I highly recommend Defunctland.”

Acquired · 22 Jun 2026

Evidence receipt · Source ↗

other / recommends

Animagraffs

“I highly recommend the channel, Animagraffs.”

Acquired · 22 Jun 2026

Evidence receipt · Source ↗

hardware / likes

Disneyland

“The sightlines, man. The, the—I, I like going to Disneyland just to walk around.”

Acquired · 22 Jun 2026

Evidence receipt · Source ↗

other / recommends

Tifosi

“I highly recommend Tifosi. They're also pretty cheap. I bought three pairs. They're goofy in different colors and they're fun.”

Acquired · 4 Mar 2026

Evidence receipt · Source ↗

book / uses

Last Man Standing

“One great book I read for research was Last Man Standing to prep for the Jamie Dimon interview.”

Acquired · 15 Dec 2025

Evidence receipt · Source ↗

other / uses

Invest Like the Best

“I listened to an episode of Invest Like the Best about a year ago, which was a really, really long interview with Graham Duncan.”

Acquired · 15 Dec 2025

Evidence receipt · Source ↗

app / uses

Gemini

“I find switching costs to be relatively low. I use Gemini for some stuff, then it’s really easy to switch away.”

Acquired · 6 Oct 2025

Evidence receipt · Source ↗

other / uses

Glass

“I watched the Google IO keynote with Glass and I watched a bunch of Glass content.”

Acquired · 26 Aug 2025

Evidence receipt · Source ↗

paper / uses

Worldly Partners research

“In fact, in particular, for each of these episodes now, I read the Worldly Partners research on the company we’re covering from front of the show, Arvind.”

Acquired · 18 Nov 2024

Evidence receipt · Source ↗

app / uses

Netflix

“Think about how I watch Netflix. I will watch Netflix tonight after we record on my Apple TV upstairs.”

Acquired · 22 Jul 2024

Evidence receipt · Source ↗

other / recommends

Visa

“I highly recommend the Visa one as discussed earlier in the Network of Networks idea, if you haven't heard that”

Acquired · 22 Apr 2024

Evidence receipt · Source ↗

Claim ledger

What Ben said.

50 transcript-backed records

03 / uncertainty

I mean, you can criticize them all you want today for raising prices, but they had, I don't know, 5 to 10x of you can raise the price and it wouldn't impact demand for a second back then.

“I mean, you can criticize them all you want today for raising prices, but they had, I don't know, 5 to 10x of you can raise the price and it wouldn't impact demand for a second back then.”
Speaker
Ben Gilbert
Publisher
Acquired

04 / uncertainty

I haven't been in, I don't know, 15 years or something, but I have a visceral memory of the parade of animals walking down the aisle and just how uniquely they did the costume designs with the faces of the animals that sort of hover above their heads.

“I haven't been in, I don't know, 15 years or something, but I have a visceral memory of the parade of animals walking down the aisle and just how uniquely they did the costume designs with the faces of the animals that sort of hover above their heads.”
Speaker
Ben Gilbert
Publisher
Acquired

05 / uncertainty

Could you run a high-quality skinny service that reaches, I don't know, 30 to 50 million people who really just want the straight drip of Disney, but also make hundreds of millions of dollars licensing that content elsewhere, but just kind of spreading it around to make sure that when you have a big thing that you think is the equivalent of a box office hit, you do release it on Netflix to their 350-ish million people.

“Could you run a high-quality skinny service that reaches, I don't know, 30 to 50 million people who really just want the straight drip of Disney, but also make hundreds of millions of dollars licensing that content elsewhere, but just kind of spreading it around to make sure that when you have a big thing that you think is the equivalent of a box office hit, you do release it on Netflix to their 350-ish million people.”
Speaker
Ben Gilbert
Publisher
Acquired

10 / uncertainty

Most of the time it's suggestions of how we should vote the shares, but I get where you're going that the fund manager of, let's say, one of these Vanguard or BlackRock grows to be, I don't know, 60% ownership of every company in America.

“Most of the time it's suggestions of how we should vote the shares, but I get where you're going that the fund manager of, let's say, one of these Vanguard or BlackRock grows to be, I don't know, 60% ownership of every company in America.”
Speaker
Ben Gilbert
Episode
Vanguard
Publisher
Acquired

20 / uncertainty

"Walking up the stairs of the rotunda when the vote looked like a sure thing, Rozelle was ever his usual humble self. Congressman Boggs, I don't know how I can ever thank you enough for this.

“"Walking up the stairs of the rotunda when the vote looked like a sure thing, Rozelle was ever his usual humble self. Congressman Boggs, I don't know how I can ever thank you enough for this.”
Speaker
Ben Gilbert
Episode
The NFL
Publisher
Acquired

28 / uncertainty

Then the question becomes how profitable is the 50 billion in revenue? And officially we don’t know, but there are these great things called research firms out there that make our jobs that Acquired here much easier.

“Then the question becomes how profitable is the 50 billion in revenue? And officially we don’t know, but there are these great things called research firms out there that make our jobs that Acquired here much easier.”
Speaker
Ben Gilbert
Publisher
Acquired

39 / uncertainty

I keep thinking about the fact that they can spend $20 billion to build a building, and the stuff that they spit out is so valuable that that $20 billion was a profitable investment in a matter of, I don’t know how many years.

“I keep thinking about the fact that they can spend $20 billion to build a building, and the stuff that they spit out is so valuable that that $20 billion was a profitable investment in a matter of, I don’t know how many years.”
Speaker
Ben Gilbert
Publisher
Acquired

41 / uncertainty

Everybody who eats sugar today knows that if you’re eating sugar, it is triggering, I don’t know if it’s dopamine or serotonin, but there’s definitely a stimulus of a happiness release.

“Everybody who eats sugar today knows that if you’re eating sugar, it is triggering, I don’t know if it’s dopamine or serotonin, but there’s definitely a stimulus of a happiness release.”
Speaker
Ben Gilbert
Publisher
Acquired

44 / uncertainty

There are two versions of the story, and we don’t know which one is true. Either way, David, it leads to this thing that you’re talking about, which is there’s a little bit of a funk or a little bit of a sourness in Hershey’s chocolate.

“There are two versions of the story, and we don’t know which one is true. Either way, David, it leads to this thing that you’re talking about, which is there’s a little bit of a funk or a little bit of a sourness in Hershey’s chocolate.”
Speaker
Ben Gilbert
Publisher
Acquired
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