Episodes (Page 18)
✨
Jeremy Grantham identifies three key indicators of market bubbles and argues current markets display all three characteristics
✨
Carlos Brito discusses AB InBev's strong ownership culture and how it drives performance across the world's largest brewing company
✨
Scott Belsky emphasizes the importance of optimizing the first-mile customer experience in product design and adoption
✨
Matt Mullenweg discusses the evolution of the internet from WordPress's inception to powering 40% of all websites today
✨
Michael Dempsey explains how to identify inflection points in emerging technologies like robotics and virtual influencers
✨
Dustin Moskovitz argues that productivity loss from administrative work about work significantly impacts organizational efficiency
✨
Chamath discusses paths to closing income inequality gap and managing personal psychology
✨
Ali Ghodsi covers origins of distributed computing and evolution of Apache Spark to Databricks
✨
Joost van Dreunen analyzes the rise and decline of GameStop and where value chain profits sit
✨
Ilkka Paananen explains Supercell's unique decentralized culture with autonomous teams and minimal process
✨
Claire Cormier Thielke discusses using pattern recognition to unlock real estate investing alpha
✨
Oliver Hughes details how Tinkoff became Russia's largest online bank using direct mail campaigns
✨
Zack Fuss analyzes where profits sit in specific food ecosystem value chains
✨
Carlos Cashman discusses full spectrum of Amazon third-party seller ecosystem and dynamics
✨
Ram Parameswaran explores potential and common characteristics of internet-scale businesses
✨
Dylan Field explains core principles behind Figma's design as a collaborative, online tool
✨
Tracy Graham explains why businesses in secondary and tertiary US markets are structurally undervalued
✨
Zach Perret outlines how Plaid enables fintech solutions through APIs connecting financial data
✨
Mario Cibelli manages Marathon Partners, a long-biased concentrated investment firm operated for over 20 years with cornerstone investing approach
✨
Bob Pittman created MTV, launched iHeartMedia (largest radio and podcast operator), and held CEO roles at Six Flags, 21 Century Real Estate, and COO of AOL/AOL Time Warner