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DeepMind Reviews
The DeepMind Review of Bill Cara's Navigator 36, September 14, 2025
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The DeepMind Review of Bill Cara's Navigator 36, September 14, 2025

A 20-minute discussion of a 601-page investment report

Gemini NotebookLM, which produces these audio files, unfortunately now formats files which should be mp3 into mp4, but worse, uses a MPEG-DASH streaming format that any popular media player cannot use. The HandBrake.FR service managed to open two otherwise unusable files, but failed to cope with the other two. This morning Gemini 2.5 Pro pointed me to https://www.freeconvert.com/mp4-to-mp3. This Navigator 36 file did get converted and now processed by Substack, so hopefully you enjoy the discussion. If you do, please spread the word, and if you are up to it, please convert the free subscription to either Premium or Founder’s level subscription. It should be worth it as in 44 years as a securities industry professional at the highest level, I never had access to reports of this calibre.

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