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
Oct 6
Andrew Huberman - The Frontier of Neurotechnology - [Invest Like the Best, EP.494]
Andrew Huberman is a neuroscientist and professor at Stanford, the host of the Huberman Lab podcast, and the author of Protocols. Most of our conversation is about where neuroscience goes next. For decades the field has focused on reading from the brain, and Andrew believes the n ... Show More
1h 12m
Sep 28
Noah Shinn - Building Instinct: The Personal Agent - [Invest Like the Best, EP.493]
My guest today is Noah Shinn. Noah is the founder of Instinct, a personal assistant that you text, call, or email the same way you would a person. It has its own phone and its own computer, and it can do almost anything on your behalf that you would do yourself online. Instinct i ... Show More
1h 11m
Sep 22
Gabe Stengel - Building Investing Superintelligence - [Invest Like the Best, EP.492]
Gabe Stengel is the co-founder and CEO of Rogo, the AI platform for finance. He believes the best investors will spend the next several years reinventing their firms around AI, and Rogo is trying to build the infrastructure that allows them to do it. We discuss how Rogo evolved a ... Show More
1h 4m
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
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
Sep 2025
TIP755: My Process for Finding Great Investments w/ Kyle Grieve
On today’s episode, Kyle Grieve discusses the lessons that shaped his investing philosophy, from painful early mistakes in crypto to building a disciplined framework focused on quality businesses and high-potential, undervalued microcaps. He shares how goals, temperament, and a b ... Show More
1h 4m
Apr 2025
TIP714: Bet Big, Bet Rarely: The Dhandho Investing Playbook w/ Kyle Grieve
On today’s episode, Kyle Grieve dives deep into Mohnish Pabrai’s The Dhandho Investor, unpacking its nine core principles through vivid case studies and personal reflections to help investors embrace simplicity, asymmetric bets, and the power of cloning proven ideas. IN THIS EPIS ... Show More
1h 1m
May 2025
TIP719: Investing and Life Lessons 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 $13.63 vs. $6.19 for the S&P 500. In the special interview, you can join Mohnish and Stig’s metaphorical r ... Show More
1h 10m