About this episode
Mar 10
Shyam Sankar - Celebrating Heretics - [Invest Like the Best, EP.462]
My guest today is Shyam Sankar, the CTO of Palantir Technologies. In this conversation, we explore the ideas that shape how Shyam thinks about technology, talent, and national power. We discuss the origins of Palantir’s forward-deployed engineering model and the lessons he learne ... Show More
1h 21m
Mar 4
John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]
My guest today is John Arnold. John is probably the most famous energy trader of all time and certainly the most successful. One of the things John talks about is cultivating the best seat in your industry – the seat with the best perspective, the most information, the best syste ... Show More
1h 15m
Feb 24
Dan Sundheim - The Art of Public and Private Market Investing - [Invest Like the Best, EP.460]
My guest today is Dan Sundheim. Dan is the founder and CIO of D1 Capital Partners. He thinks about markets and businesses constantly, and has built a career entirely around that obsession. He manages over $30B across both public and private markets, with investments in SpaceX, Op ... Show More
1h 15m
Jan 2024
Howard Lindzon: The Price is All you Need - [Making Markets, EP.12]
My guest today is Howard Lindzon. It’s impossible to summarize Howard’s resume, but he’s best known for founding StockTwits and as a private and public market investor. We start this conversation with a hilarious story of his early career at CBS. We then talk about a variety of o ... Show More
1h 2m
Apr 2024
Chris Hansen - The Long & Short of Investing - [Art of Investing, EP.16]
Our teacher today is Chris Hansen, founder of Long Short Equity investor, Valiant Capital. Chris spun off from his early career at Blue Ridge to start Valiant and pursue his own unique investment thesis.
We cover Chris's foray into investing in India, the training, temperament, a ... Show More
1h 31m
Nov 2023
RWH036: The Power Of Simplicity w/ Anthony Kingsley
In this episode, William Green chats with Anthony Kingsley, who oversees more than $10 billion at an investment firm named Findlay Park. Anthony is the portfolio manager of the Findlay Park American Fund, which has crushed its benchmark index by 1,200 percentage points over 25 ye ... Show More
1h 41m
Nov 2023
Jan Mohr - Lessons from a Young Investor Turned Operator - [Art of Investing, EP.5]
Our teacher today is Jan Mohr. Jan is an investor turned operator who is currently CEO of Chapters Group, a publicly traded holding company building Europe's home for mission-critical businesses. This class is first and foremost about a young aspiring value investor who embodies ... Show More
1h 13m
Jan 2024
Visma: Mission Critical European Software - [Business Breakdowns, EP.145]
This is Zack Fuss. Today we are breaking down the largest privately-owned software business in Europe, Visma. Visma is a software company with over 15,000 employees offering accounting, payroll, and HR software products for customers across the Nordic, Benelux, and Baltic regions ... Show More
46m 4s
Apr 2024
Professor Kenneth French on Risk, Return, and Rationality | #530
Today’s guest is Professor Ken French, the Roth Family Distinguished Professor of Finance at the Tuck School of Business at Dartmouth College. He’s written some of the most influential papers in finance alongside former podcast guest, Professor Eugene Fama. In today’s episode, Ke ... Show More
55 m
Feb 2024
Ultra-Niche Positioning: How to Find Success By Going SUPER Narrow
58m 5s
Feb 2024
TIP609: Fooled by Randomness by Nassim Taleb
On today’s episode, Clay reviews Nassim Taleb’s book – Fooled by Randomness.
Nassim Taleb is a Lebanon-born American mathematician and statistician whose work concerns problems of randomness, probability, and uncertainty. He’s very well known for his popular books, including The ... Show More
1 h
Feb 2024
TIP610: Mastermind Q1, 2024 w/ Tobias Carlisle and Hari Ramachandra
In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he is still bullish on Spotify. Hari’s pick, Disney, has recently been extremely volatile, and Tobias pitches Mueller Ind ... Show More
1h 26m
Feb 2024
#723: In Case You Missed It: January 2024 Recap of "The Tim Ferriss Show"
48m 19s
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 general partner at private equity firm, Tiny, which buys and holds internet and t ... Show More
<p></p><p><strong>I've just launched a </strong><a href="https://www.youtube.com/channel/UCdNXaHHVnVntg5gpveB-5_Q"><strong>new YouTube channel</strong></a><strong>!! The concept? </strong>I take real businesses struggling to stand the f*ck out, provide my positioning/branding/lea ... Show More
<p><strong><em>This episode is brought to you by </em></strong><a href="https://go.tim.blog/5-bullet-friday-1/?utm_source=timblog&utm_medium=timblog&utm_campaign=podcast-sponsorship" rel="noopener noreferrer" target="_blank"><strong><em>5-Bullet Friday</em></strong>< ... Show More
