May 28
Dan Loeb - Lessons from 30 Years of Investing - [Invest Like the Best, EP.475]
My guest today is Dan Loeb, the founder and CEO of Third Point. Dan started Third Point in 1995 with a few million dollars, and today the firm manages over 24 billion across equities, corporate and structured credit, venture, and insurance. He is best known for his activist work ... Show More
1h 3m
May 26
Darren Farber on Iran, China, and the Rise of Neoprimes - [Invest Like the Best, EP.474]
My guest today is Darren Farber, and this is his second appearance on the show. Darren is a Managing Partner of Albion River, a defense-focused investment firm and he previously served as a special advisor to the Deputy Under Secretary of Defense. We recorded this conversation in ... Show More
46m 19s
May 20
Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]
My guest today is Gavin Baker, founding partner and CIO of Atreides Management, and this is our sixth conversation. The central theme is watts and wafers, the two physical constraints that in Gavin's view will dictate the next phase of AI. On power, he thinks the near-term shorta ... Show More
1h 16m
Dec 2021
OpenSea: An Everything Store for Digital Assets - [Founder’s Field Guide, Replay]
Today, we are re-sharing our conversation with Devin Finzer, CEO and co-founder of OpenSea, from October this year. OpenSea is the world’s largest NFT marketplace. In a journey that started like many other founders in the space, Devin went deep down the crypto rabbit hole in 2017 ... Show More
52m 2s
Aug 2022
BTC091 (Part 2): Bitcoin Mastermind Group 3Q 2022 w / Jay Gould, Jeff Ross, and Joe Carlasare
IN THIS EPISODE, YOU’LL LEARN:
00:43 - Eurodollar features.
06:29 - Is the inversion in the yield curve going to keep persisting, does it matter?
08:56 - What going on in China right now?
08:56 - What's the impact on the real estate markets moving forward?
10:35 - US Dollar ... Show More
55m 18s
Aug 2022
BTC091 (Part 1): Bitcoin Mastermind Group 3Q 2022 w / Jay Gould, Jeff Ross, and Joe Carlasare
IN THIS EPISODE, YOU’LL LEARN:
01:06 - How things have matured in the markets since the previous quarter.
05:08 - Unemployment chart.
09:16 - What's truly driving the markets in the 3rd quarter?
16:09 - Are we seeing buying exhaustion?
57:10 - Margin debt.
*Disclaimer: Sli ... Show More
56m 19s
Jul 2024
Phil Huber: The Case for Private Credit - [Making Markets, EP.36]
My guest this week is Phil Huber, the Head of Portfolio Solutions at Cliffwater. The private credit market has exploded recently, with Assets under management reaching a staggering $1.2T last year. I’ve been a little skeptical of this asset class, so I asked Phil to come on and c ... Show More
43m 56s
My guest today is Nick Neuman, CEO and co-founder of Casa. Casa helps bitcoin investors and owners keep their digital assets safe from loss or theft by providing managed self-custody services. In our discussion, we cover the history of asset custody from ancient temples to decentralized ledgers, look at the mechanics of how private keys work, and explore why ... Show More
