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 11
Eric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486]
My guest today is Eric Vishria, a General Partner at Benchmark. Eric has spent his career in software and cloud, and few people know the history of these markets as well as he does. What makes him special is his ability to use that history to make sense of today. We discuss what ... Show More
1h 5m
Aug 4
Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]
My guest today is Gavin Baker, founding partner and CIO of Atreides Management. This is our seventh conversation, and just two months after Gavin's last appearance. It's about the gap between what the market is doing and what companies are seeing. It's been a tough month or so fo ... Show More
1h 5m
May 2020
TIP295: Mohnish Pabrai on Value Investing & Philanthropy (Business Podcast)
On today's show, we talk to entrepreneur and value investing legend, Mohnish Pabrai. Mohnish is the founder of Pabrai Investment Funds and has outperformed the S&P500 for two decades. IN THIS EPISODE, YOU'LL LEARN: How Mohnish Pabrai thinks about biases. Why and how Mohnish Pabra ... Show More
55m 4s
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
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
Jan 2025
Mike Maples on 100-Baggers, David Swensen & the AI Revolution | #568
Today’s guest is Mike Maples Jr. a partner at Floodgate, a pre-seed and seed-stage venture capital firm that’s invested in companies like Twitter, Lyft, Twitch, Okta. He’s also the author of Pattern Breakers: Why Some Start-Ups Change the Future. In today’s episode, Mike shares h ... Show More
1h 7m
May 2024
TIP628: The Inner Scorecard w/ Mohnish Pabrai
On today’s show, Stig Brodersen talks with legend value investor Mohnish Pabrai. Since its inception in 1999, one dollar invested in the flagship fund would have turned into $12.51 vs. $4.72 for the S&P500. In the interview, Mohnish Pabrai discusses his approach to a congruent li ... Show More
1h 8m
Jan 2020
20VC: Khosla Ventures Founding Partner, Samir Kaul on Why Pro Rata Is A Cop Out, Why He Likes Technical Risk and Does Not Take Market Risk & How To Approach Time Allocation Across The Portfolio In Venture
<p><a href="https://twitter.com/samirkaul1">Samir Kaul</a> is a Founding Partner and Managing Director at <a href= "https://www.khoslaventures.com/">Khosla Ventures</a>, one of the valley's most renowned firms of the last decade with a portfolio including Square, Affirm, DoorDash ... Show More
37m 10s
My guest today is Gaurav Kapadia, founder of investment firm XN. Gaurav is a veteran of the investing arena. We cover his lessons while rising to partner at TPG Axon, co-founding Soroban Capital, and his decision to launch XN in 2020. We then discuss his approach to building XN around a culture of rigor and kindness, the importance of relationships in invest ... Show More
