Nov 14
GE Aerospace: Full Throttle - [Business Breakdowns, EP.235]
Today we are breaking down GE Aerospace. We did cover GE several years ago, but that episode focused on Larry Culp's turnaround of the conglomerate. Ramesh Narayanaswamy, co-founder and portfolio manager of Tourbillon Partners, joins me to explore what is now a pure-play aerospac ... Show More
59m 20s
Nov 7
Alternative Investing: Alts For All - [Business Breakdowns, EP.234]
This is Matt Reustle. Today, we are back to talk about increased access to alternative investing. My guest is Josh Clarkson, managing director at Prosek Partners. You may remember that Josh joined us last year in our primer series on private credit. He is back today to discuss wh ... Show More
50m 14s
Oct 31
Robinhood: Mobile First, Margins Later - [Business Breakdowns, EP.233]
This is Matt Reustle. Today we are breaking down Robinhood. My guest is Arthur Olson, founding partner at Ravenswood Partners. We get into how Robinhood grew from a mobile-native brokerage idea that faced many challenges along the way into the third-largest broker in the USA. Art ... Show More
1 h
May 2022
Jeff Jordan - Building & Investing in Marketplaces - [Invest Like the Best, EP. 276]
My guest today is Jeff Jordan, General Partner at Andreessen Horowitz. Jeff has one of the most interesting set of experiences of guests that I’ve had on the show. As an operator, he has been the General Manager of eBay.com, President of PayPal, and CEO of OpenTable. As an invest ... Show More
1h 21m
May 2021
Jeremy Cai - Manufacturer to Customer – [Founder’s Field Guide, EP. 33]
My guest today is Jeremy Cai, founder, and CEO of Italic, a subscription marketplace for consumer goods that works directly with manufacturers. I was introduced to Jeremy by my friend Blake Robbins and was dying to better understand the Italic business model. In our conversation, ... Show More
52m 23s
Apr 2021
Shopify: The E-commerce On-Ramp - [Business Breakdowns, EP. 01]
Welcome to the first episode of our newest show, Business Breakdowns, featuring deep-dive conversations on individual businesses. In each episode, we will dissect a new company with investors and operators that know it best. We’ve already released the first three episodes on Shop ... Show More
1h 5m
Feb 2022
Tim Flannery - Simplifying Fund Closing - [Founder’s Field Guide, EP. 55]
My guest today is Tim Flannery, co-founder of venture fund administrator Passthrough. Passthrough is removing friction from the manual, time-consuming fundraising process by making investor onboarding as simple and automatic as possible. Their software helps investors fill out su ... Show More
52m 29s
Oct 2022
Jason Droege - Building Uber Eats - [Invest Like the Best, EP.300]
My guest today is Jason Droege, a venture partner at Benchmark. Jason’s had a long entrepreneurial career, which most recently culminated in building and leading Uber Eats. He joined Uber in 2014 with a blank piece of paper to grow the business beyond ride sharing. Within six yea ... Show More
1h 5m
Feb 2023
Jeff Green - Modernizing Advertising - [Invest Like the Best, EP.315]
My guest today is Jeff Green, the CEO and co-founder of advertising platform, The Trade Desk. The Trade Desk is the second advertising exchange Jeff has built, having sold his first venue to Microsoft in 2007. He started The Trade Desk in 2009 and has built it into a $30 billion ... Show More
1h 6m
Jan 2024
Madhavan Ramanujam - How to Price Products - [Invest Like the Best, REPLAY]
My guest today is Madhavan Ramanujam. Madhavan quite literally wrote the book on how to price products. It’s called “Monetizing Innovations” and his concepts have been used by companies across the world like Porsche, Uber, LinkedIn, and SuperHuman. Our conversation is a mastercla ... Show More
56m 35s
Nov 2023
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, EP.352]
My guest today is Brad Jacobs. Brad’s resumé is remarkable. He has founded seven companies, all of which are billion-dollar or multibillion-dollar businesses. He has done 500 M&A transactions and raised $30 billion dollars of debt and equity capital. Currently, he is the Executiv ... Show More
1h 25m
Feb 2022
Frank Slootman - Narrow the Focus, Increase the Quality - [Invest Like the Best, EP. 265]
My guest today is Frank Slootman, Chairman and CEO of cloud platform Snowflake. Frank has become one of the most revered CEOs in business. Over the past twenty years, he has three times taken over emerging enterprise software businesses – first Data Domain, then ServiceNow, and m ... Show More
52m 51s
I’m Zack Fuss, and today we’re breaking down AutoZone, the leading retailer and distributor of auto parts in the Americas. From the outside, AutoZone might look like a dull business in a mature industry, but once you dive into the details, you quickly realize it’s a hidden gem that echoes the best of Walmart and Costco, earns some of the highest returns on c ... Show More
