Yesterday
Sarah Guo - Funding the Frontier - [Invest Like the Best, EP.489]
My guest today is Sarah Guo, founder and managing partner of Conviction, the venture firm she built to back AI-native companies from their earliest days. Sarah has become one of the most sought-after early-stage investors in AI, often the first check into the companies defining t ... Show More
59m 46s
Aug 25
Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488]
My guest today is Neil Movva, founder of Sail. Sail is building what Neil calls a token factory, an inference company designed for a specific kind of future, one where AI agents run in the background for hours or days at a time rather than answering a human in real time. In that ... Show More
1h 18m
Aug 18
Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]
My guest today is Ben Thompson, the founder and author of Stratechery. Ben is one of my favorite business thinkers and I love talking to him about everything happening in markets and technology. We go through every important company, including OpenAI, Nvidia, Intel, Apple, Micros ... Show More
1h 16m
Aug 2024
From GameStop to Meme Stocks with Ricky Sandler
Barry Ritholtz speaks to Ricky Sandler, the chief investment officer and the founder of Eminence Capital. Today, Eminence is a $7B global investment management organization. Prior to launching Eminence, Ricky was co-founder and co-general partner of Fusion Capital Management, LLC ... Show More
1h 3m
Apr 2024
Chris Hansen - The Long & Short of Investing - [Art of Investing, EP.16]
Our teacher today is Chris Hansen, founder of Long Short Equity investor, Valiant Capital. Chris spun off from his early career at Blue Ridge to start Valiant and pursue his own unique investment thesis.
We cover Chris's foray into investing in India, the training, temperament, a ... Show More
1h 31m
Mar 2024
Anthony Pompliano: Investing, Operating and Distributing - [Making Markets, EP.20]
My guest this week is the Anthony Pompliano, better known as Pomp. Pomp is an investor, entrepreneur and one of the biggest media personalities in the world of crypto. In today's conversation, we talk about Pomp’s early career, his evolution as a capital allocator, and how he vie ... Show More
1h 1m
Dec 2023
Insights from an Entrepreneur Turned Investor
<p><span style="font-size: 10pt;">Are you curious about the intersection of entrepreneurship, investing, and SEO expertise? In today's episode, I'm joined by Travis Jamison, a man of many talents and ventures. Travis is not only the force behind SmashDigital.com—a long-standing, ... Show More
46m 50s
Oct 2022
Asking Billionaire Investor - Andrew Wilkinson - How To Prepare For The Economic Collapse
Episode 371: Shaan Puri (@ShaanVP) and Sam Parr (@TheSamParr) talk to billionaire investor, Andrew Wilkinson (@awilkinson), about winterizing your business and finances, taking random lunches, and why renting is better than buying.
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Links:
* Tiny
* Bridgebase
* DealMaker
* O ... Show More
1h 26m
Jul 2023
Steve Klinsky, New Mountain Capital – Private Equity Titan | #489
Today’s guest is Steve Klinsky, founder and CEO of New Mountain Capital, a private equity firm with over $37 billion in assets under management. Steve began his time in private equity when he co-founded Goldman Sachs’ Leverage Buyout Group back in 1981 when there were very few pr ... Show More
53m 5s
May 2024
MI Rewind: Road to Becoming A Successful Entrepreneur w/ James Altucher
On today’s show, Robert Leonard talks with James Altucher. James is prolific writer, successful serial-entrepreneur, chess master, and venture capitalist. James has a very colorful history throughout many facets of the finance industry. He has successfully started and sold variou ... Show More
42m 49s
Dec 2024
TIP680: Investing in Exceptional Businesses for the Long Run w/ Dev Kantesaria
On today’s episode, Clay is joined by Dev Kantesaria to discuss the current market environment, the types of investments he is looking for, FICO, S&P Global, and much more. Dev is the founder and portfolio manager at Valley Forge Capital Management. The firm has been highly succe ... Show More
58m 21s
My guest today is Ricky Sandler, founder of Eminence Capital. Ricky is a hedge fund veteran managing over $8bn of assets across Eminence's strategies. We cover Ricky's evolution as an active investor, why he thinks this is a stock-picker's environment, and what keeps him competitive after a long and successful career. Please enjoy my conversation with Ricky ... Show More
