Today’s guest is Mark Yusko, Chief Investment Officer of Morgan Creek Capital Management and the Managing Partner of Morgan Creek Digital.
In today’s episode, Mark covers the evolution he’s seen in the digital asset space and why he likes applying trend-following approach to crypto. Then we hear about his foray into ETFs and a SPAC idea that I love.
We also ... Show More
Nov 21
AQR’s Antti Ilmanen – US Exceptionalism: Growth Story or Valuation Trap? | #607
Today’s guest is Antti Ilmanen, Global Co-head of the Portfolio Solutions Group at AQR Capital Management.
In today’s episode, Antti discusses the complexities of investment returns, the importance of understanding both objective and subjective expectations, and the dangers of r ... Show More
1h 3m
Nov 11
The Biotech Rebuild: Finding Alpha After the Drawdown with Chris Clark | #606
Today’s guest is Chris Clark. Chris was a biotech PM for 10 years at RS Investments, managing $4.5 billion. In today’s episode, Chris discusses the complexities of the biotech sector, which has suffered a dramatic drawdown the past few years. He begins by explaining how biotech w ... Show More
1h 50m
Nov 7
Vanguard’s Joe Davis on AI vs. The National Debt: The Tug-of-War To Decide America’s Future | #605
Today’s guest is Joe Davis, Vanguard’s Global Chief Economist and Global Head of Vanguard’s Investment Strategy Group. His latest research on megatrends is covered in his book, Coming Into View: How AI and Other Megatrends Will Shape Your Investments. In today’s episode, Joe expl ... Show More
1h 2m
Jun 2024
TIP639: Buffett's Favorite Business Book w/ David Fagan
On today’s episode, Clay is joined by David Fagan to discuss Don Keough’s book, The Ten Commandments of Business Failure.
Don Keough was the President and COO of Coca-Cola. During Keough’s and Roberto Goizueta’s leadership, Coca-Cola’s stock compounded at 27% per annum from 198 ... Show More
1h 6m
May 2023
Kieran Goodwin - Imagination, Volatility, and the Pursuit of Alpha - [Invest Like the Best, EP.331]
My guest today is Kieran Goodwin. Kieran spent over two decades at the frontier of credit investing. During the global financial crisis, he was a Partner and Head of Trading at King Street Capital, which grew from $4 billion to $20 billion while he was there. He then left to star ... Show More
1h 1m
Aug 2020
#453: The Random Show — Zen, Investing, Mike Tyson, Artificial Intelligence, and the World's Best Beers
<p><strong>The Random Show — Zen, Investing, Mike Tyson, Artificial Intelligence, and the World's Best Beers | Brought to you by </strong><a href="http://dryfarmwines.com/tim" rel="noopener noreferrer" target="_blank"><strong>Dry Farm Wines</strong></a>, <a href="http:/ ... Show More
2h 8m
Jan 2022
Tech Startup Ideas for the Farmer Economy
Shaan Puri (@shaanVP) and Sam Parr (@theSamParr) discuss FarmCon 2022, how Shaan got Covid, tech startup ideas for the farmer economy, how to develop value and a sense of mystique in your personal brand, and much more.
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* Do you love MFM and want to see Sam and Shaan's smil ... Show More
1h 15m
Jun 2022
How FTX Scaled A $30 Billion Company With Only 30 Engineers!
Sam Parr (@TheSamParr) and Shaan Puri (@ShaanVP) talk about the problem of over hiring (example FTX), party planning tips from entrepreneur Nick Gray's new book, and one successful egg carton business.
Also, want $5,000? Check out the My First Million Clips contest.
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1h 3m
Jan 2022
Brainstorming The Best Business Ideas To Start In 2022 with Noah Kagan
Sam Parr (@theSamParr) and is joined by Noah Kagan (@NoahKagan) to discuss the most profitable businesses on AppSumo, the best business ideas to start in 2022, businesses you can start with zero startup costs, and much more.
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* Do you love MFM and want to see Sam and Shaan' ... Show More
1h 21m
Jun 2022
Lessons From Sam's New Business Venture, High Stakes Gambling, and More
Shaan Puri (@ShaanVP) and Sam Parr (@TheSamParr) talk about lessons learned from Sam's new business venture, the money makers of online high stakes gambling and so much more.
Also, want $5,000? Check out the My First Million Clips contest.
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Links:
* My First Million Clips co ... Show More
1h 24m
Jun 2022
Michael Girdley: Why Fireworks Are A Cash Cow and How to Operate a Holdco Worth $100 Million
Shaan Puri (@ShaanVP) and Sam Parr (@TheSamParr) talk to tech investor and entrepreneur Michael Girdley (@girdley), about selling fireworks, how to hire great CEOs, and what it takes to operate a successful holding company.
Also, want $5,000? Check out the My First Million Clips ... Show More
1h 3m