Ep4 "Making Bad Investments Profitable" ...

This episode originally aired previously and is being re-shared due to its continued relevance. Enjoy this conversation with Jeff Hawkins on intelligence, neuroscience, and the future of AI. With growing concerns over whether or not AI will take away jobs and eventually become su ... Show More

How should academic discourse take place? Is it time to update the antiquated journal system? In the season finale, hosts and finance professors Jonathan Berk and Jules van Binsbergen tackle the problems present in the current system for disseminating academic research, including ... Show More

This week, we’re revisiting our ever-timely and fascinating conversation around misinformation with London Business School professor Alex Edmans. All Else Equal will be back with a new episode in two weeks. What is the real problem with misinformation? Are our biases so ingrained ... 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