I think you'll particularly enjoy this recent episode from Jim Grant's podcast:
https://podcasts.google.com/feed/aHR0cHM6Ly9ncmFudHB1Yi5saWJzeW4uY29tL3Jzcw/episode/YmRkNDhmZWYtNGYxZS00ZGIyLWFiODAtNjRjMDIzMDA1YzY2?sa=X&ved=0CAUQkfYCahcKEwjIoPHio5LtAhUAAAAAHQAAAAAQCw