Episodes (Page 25)
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Keith Rabois, investment partner at Khosla, presents frameworks for gaining strategic power through contrarian business strategy
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Bryan Krug oversees $3B+ in high-yield credit investments and explains credit analysis fundamentals to equity investors
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Maureen Chiquet, former Chanel CEO, discusses leadership through difficult conversations and navigating large organizations
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Hunter Walk, Homebrew co-founder, discusses intersection of creative expression, technology, and human behavior in venture investing
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Alex Moazed explores platform business models (Uber, Airbnb, GitHub) and how they create modern monopolies in the 21st century economy
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Cliff Asness, founding principal of AQR Capital Management ($226B under management), discusses the evolution of quantitative investing over 20+ years
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Peter Attia explores longevity and healthspan (quality of life), drawing parallels between health optimization and investment compounding principles
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Ryan Caldbeck brings quantitative rigor to private markets through Circle Up's Helio system for identifying attractive early-stage consumer brand investments
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Howard Lindzon, a trend-following early-stage investor, discusses his unconventional investing history and perspective on the fintech landscape
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Guests discuss esoteric credit and high-yield lending strategies.
Ail Hamed
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Saifedean Ammous explores sound money, economics, and low time preference through historical analysis before discussing Bitcoin's store-of-value use case
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Jeremiah Lowin transitions from hedge fund risk management expertise in statistics and machine learning to founding Prefect, a data infrastructure framework
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Podcast milestone episode marking two-year anniversary reflecting on show evolution and guest selection patterns
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Kathryn Minshew, CEO of the Muse job marketplace, discusses best practices for matching employees with appropriate positions and company cultures
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Richard Craib founded Numerai, a hedge fund that combines quant investing, cryptocurrencies, crowdsourcing, and machine learning
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Elad Gil, with PhD in biology and experience scaling Google and Twitter, identifies characteristics of interesting investment markets and high-growth opportunities
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Brent Beshore, founder of Forever company, shares insights from reviewing 12,000 deals and conducting 1,500 deep dives across diverse business models
Brent Beshore
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Boyd and Bronwyn Varty apply animal tracking lessons from wildlife management to human life tracking and personal accountability systems
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Boyd Varty discusses the 'Track Your Life' experience - a five-day animal tracking expedition in South Africa that teaches lessons about living intentionally
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Ryan Selkis presents barbell approach to cryptocurrency investing, distinguishing between high-conviction bets and speculative token positions