Oct 27
Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]
Cliff Sosin is the founder of CAS Investment Partners, which he started in 2012. Roughly 80% of his portfolio is in Carvana. We discuss why Cliff thinks there are hard limits to what even the smartest AI can predict, which businesses benefit as intelligence gets cheap, and what t ... Show More
1 h
Oct 20
Christina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]
My guest today is Christina Cacioppo, founder and CEO of Vanta, which helps more than 16,000 companies manage security and compliance. Five years after our first conversation, we discuss how Vanta became a category leader, what it takes to reinvent a successful software business ... Show More
57m 29s
Oct 13
David Vélez - Building Nubank and the Future of Global Banking - [Invest Like the Best, EP.495]
David Vélez is the founder and CEO of Nubank, which serves 140 million customers across Latin America. David believes the industry is still in its Blockbuster era, with most of the world's banking still running through branches and incumbent banks, and that AI will make digital b ... Show More
1h 11m
Feb 2025
142. Bridgewater Co-CIO Karen Karniol-Tambour on on The Future of Investing, AI, and Beating the Market
Send us Fan Mail In this episode of The Wall Street Skinny, we are beyond thrilled to welcome the incredible Karen Karniol-Tambour, Co-Chief Investment Officer of Bridgewater, the world's largest hedge fund. Karen is one of the most powerful and influential figures in finance tod ... Show More
31m 58s
Aug 2024
89. The Real Life “Billions": Equity Long/Short Hedge Fund Legends feat. Kat Sosnick
Send us Fan Mail We had the incredible opportunity to sit down with Kat Sosnick, a woman whose impressive career spans three decades running portfolios of up to a billion dollars at some of the world’s most legendary Equity Long/Short Hedge Funds, including Tiger Management, Pequ ... Show More
1h 18m
Jul 2024
Transitioning From Gymnast to Investor with Aly Raisman
<p>Former gymnast and current investor Aly Raisman joins general partner Julie Yoo and investment partner Daisy Wolf of a16z Bio + Health.</p><p>In this episode, Aly Raisman shares her quest for healthier living—physically, mentally, and financially—on her journey from gymnast to ... Show More
21m 39s
Sep 2024
Private Equity Spotlight: Susan Soh on Building with Data and Innovation
In this episode of Private Equity Spotlight, Sean Mooney, founder and CEO of BluWave, engages in a dynamic conversation with Susan Soh, Chief of Capital Formation and Investor Relations at GrowthCurve Capital. Susan shares her unique journey from law to the forefront of private e ... Show More
44m 43s
Nov 2021
Consumer Markets, Franchising, and Angel Investing — With Kat Cole
Kat Cole, an angel investor and master of franchising, joins the pod to discuss the state of play in the restaurant and retail industry, her investment strategy, and why she’s excited about NFTs. She also shares her path from serving as a hostess at Hooters to a board member of s ... Show More
57m 50s
Oct 2024
107. The Skinny On TWSS Update, Biodiversity, and Responsible Investing
Send us Fan Mail In today's episode of TSO we are joined by Jade Huang, Chief Investment Officer of Calvert Research Management. She breaks down what is going on right now at the COP 16 Summit, talks about responsible investing, ESG, why it's so much more than just buzz words and ... Show More
39m 29s
Sep 2022
Katherine Campbell, CDO of Assurance Financial - Episode 27 - Lead Management Masterminds Podcast
Long awaited guest of the podcast, Katherine Campbell, Chief Digital Officer of Assurance Financial, joins us on Lead Management Masterminds to talk shop and inform listeners on the true power and path of digital marketing and technology in mortgage. Katherine has a remarkable re ... Show More
29m 15s
My guest today is Katherine Boyle, a general partner at Andreessen Horowitz. Katherine started her career as a reporter for The Washington Post before moving into VC at General Catalyst. She now leads a practice at a16z called American Dynamism, investing in companies that are solving critical issues in areas like defense, housing, and education.
For the f ... Show More
