Ep4 "Making Bad Investments Profitable" ...

<p>This holiday week, All Else Equal is looking back at its episode on the growth of private equity with Ludovic Phalippou. </p><p>Private markets have taken off in the last couple decades, with more investors opting to invest in private equity and debt instead of public markets. ... Show More

<p>Historically, the U.S. has had a habit of overestimating the capabilities of its enemies. Why? Is this an intentional security strategy? Or does the U.S. need to change the way it gathers enemy intelligence? </p><p>Former National Security Advisor H.R. McMaster gives hosts and ... Show More

<p>As the 2025 municipal elections approach, the New York City mayoral race has garnered national buzz, with one issue particularly capturing attention: rent control. </p><p>On this episode, hosts and finance professors Jonathan Berk and Jules van Binsbergen explore and unpack th ... Show More

<p>If you want to grow your business, your goal isn’t to beat the competition — it’s to escape the competition altogether. No one knows this better than PayPal founder Peter Thiel. His theory? “Competition is for losers.” Thiel is a former colleague, frequent co-investor and long ... Show More

My guest today is Jeremy Giffon. I spend all my time trying to find people who have some “singularity” to them. People who seem like they can do an N of 1 something. Having spent many days with Jeremy recently, he strikes me as one of those people. He was the first employee and g ... Show More

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 a ... Show More

My guest today is Bob Elliott, the CEO and CIO of Unlimited, which creates low-cost index ETFs for alternative investment strategies. Prior to co-founding Unlimited, Bob was a senior investment executive at Bridgewater Associates where he served on their investment committee and ... Show More

If you want to maximize the value of your home for decades, you might update the kitchen. But if your time frame is one week, then you might burn down the house. Brendan Ballou is a federal prosecutor and special counsel at the Department of Justice, where he led the antitrust d ... Show More

In this episode we bring on Private Equity expert Perry Anderson to share the fascinating inside baseball of buying companies with no capital.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info. 

My guest today is Will Thorndike. I first spoke to Will in 2017 about his excellent book The Outsiders and his career in private equity. I titled that conversation: How Skilled Capital Allocators Compound Capital. In many ways this conversation continues where that one left off. ... Show More

<p>Kick the conventional wisdom. In this episode of Rapid Response, Bethany McLean and Joe Nocera sit down with Bob Safian to discuss their book, <em>The Big Fail: What the Pandemic Revealed About Who America Protects and Who It Leaves Behind</em>. The pair faced blowback for the ... Show More

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 competit ... Show More

My guest today is Parker Conrad, co-founder and CEO of Rippling. I wanted to speak to Parker because he is building Rippling in a way that we don’t come across often. Rather than focus narrowly on one product, he is building a suite of interrelated products simultaneously to carr ... Show More