Episodes (Page 23)
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Eric Sorensen, Panagora CEO managing $46B+, brings 40 years quantitative research and investment experience
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Jane McGonigal, game designer and SuperBetter creator, explores how games solve real-world problems and improve lives
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Bill Gurley, Benchmark general partner, discusses current business landscape and market opportunities
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Anonymous pseudonymous investor Jesse Livermore shares unique financial market research and truth-seeking methodology
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Chuck Akre, Akre Capital Management founder, manages approximately $10B using structured investment approach
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Jerry Neumann, early-stage investor and reactionwheel.net writer, applies structured thinking to venture investing
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Sam Hinkie discusses data-driven decisions in basketball and business.
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David Epstein, author of Range, examines generalist versus specialist mindset benefits and tradeoffs
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Priya Parker, author of The Art of Gathering, provides practical framework for designing meaningful gatherings and events
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Tim Urban discusses artificial intelligence, interplanetary travel, and brain-machine interfaces through first-principles thinking and engaging storytelling
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Stephanie Cohen, Goldman Sachs CSO, shares M&A and corporate strategy lessons from her investment banking career
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Will Thorndike's research identifies master capital allocators (Singleton, Malone, Murphy, Graham, Buffett) who were contrarians on dividends, buybacks, acquisitions, and debt
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Josh Wolfe discusses investing in frontier technologies and building a 'mosaic' to understand where new companies fit in the market landscape
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Katherine Collins explores ESG and impact investing, addressing challenges around limited data availability and framework integration
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Geoffrey Batt describes earning transformational returns in difficult markets, specifically through Iraqi equities via his firm Euphrates
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Brian Singerman from Founders Fund emphasizes backing exceptional founders while evaluating moat, market, and execution strength
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Michael Mauboussin frames alpha generation around the question 'who is on the other side' of a trade
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Annie Duke breaks down decision-making into components: values, beliefs, decisions, randomness, and outcomes
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Michael Mayer maintains multiple pseudonymous Twitter accounts with significant followings to experiment with ideas and engage authentically
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Peter Zeihan is a geopolitical strategist combining demography, economics, energy, politics, technology, and security analysis