Episodes (Page 23)
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Albert Wenger, Union Square Ventures partner, analyzes transition from Industrial Age to Knowledge Age driven by technology
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Matt Smith and Ian Singer of Deep Basin Capital specialize in energy sector hedge fund with idiosyncratic risk focus
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Pat Dorsey, former Morningstar equity research director, focuses on economic moats as source of sustained competitive advantage
Economic Moats
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Joe McLean, Intersect Capital founder, provides financial advisory to NBA players and professional athletes
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Zack Kanter, Stedi founder/CEO, modernizes EDI (electronic data interchange) for B2B transaction automation
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Chris Bloomstran, Semper Augustus CIO, discusses attributes and evaluation of quality companies
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Brian Christian, author of Algorithms to Live By and The Most Human Human, explores human-computer interaction dynamics
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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