Episodes (Page 20)
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John Collison discusses Stripe's mission to increase internet GDP, starting the company at 19 with his brother Patrick to grow it to a $36B valuation
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Jeremy Grantham describes the current crisis as the fourth major event of his investing career, characterized by unprecedented uncertainty
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Ben Thompson's aggregation theory explains how the internet fundamentally changed business models by shifting power to platforms that control user relationships
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Shishir Mehrotra explains bundling as a powerful business strategy that combines multiple products/services at a single price, benefiting all parties
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Hamilton Helmer presents the seven business powers framework from his seminal book that determine how companies earn and maintain competitive advantages
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Tobi Lutke discusses Shopify's role powering digital commerce, particularly as world shifted aggressively online during COVID pandemic
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Ali Hamed provides market update on private credit including which segments remain frozen and where opportunities exist post-crisis
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Chris Bloomstran analyzes public equity market conditions and structural headwinds making strong returns unlikely for the next decade
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Josh Kopelman shares First Round Capital's early-stage investing success investing in Square, Uber, and Roblox at seed stage
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Manny Stotz founded Kingsway Capital as leading frontier markets investor in equities across Egypt, Bangladesh, and Pakistan
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Sarah Tavel is general partner at Benchmark with experience as early product leader at Pinterest and long career in investing and operations
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Boyd Varty embarked on 40-day and 40-night journey into African wilderness during worldwide quarantine
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Gavin Baker discusses investing strategies during bear markets and how COVID-19 has fundamentally reshaped the investment landscape
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D.A. Wallach, former Chester French lead singer and early Spotify investor, shares insights on early-stage healthcare and life sciences investing
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Chad Cascarilla analyzes tail risks and potential economic scenarios during the March 2020 coronavirus crisis
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Brent Beshore examines disproportionate impact of COVID-19 on small businesses and private equity portfolio companies
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Dan Rasmussen of Verdad Capital presents quantitative research on what investment strategies work during market crises
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Bryan Krug analyzes corporate credit markets, high-yield bonds, and investment-grade credit stress during COVID crisis
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Bill Gurley and Chetan Puttagunta from Benchmark Capital discuss early-stage venture investing amid coronavirus uncertainty
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Deep Basin Capital partners analyze the oil price war and OPEC dynamics triggered by coronavirus demand collapse