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
Feb 18
Josh Kushner - Concentration and Conviction - [Invest Like the Best, EP.459]
This is my second conversation with Josh Kushner, founder and managing partner of Thrive Capital. I recorded this conversation in October after publishing the Colossus cover story about him and Thrive. Given the overwhelming response, we created some breathing room before releasi ... Show More
1h 3m
Mar 2024
Arcadea Group - Permanent Capital Investing in Vertical SaaS - [Art of Investing, EP.14]
Our teachers today are Daniel Eisen and Paul Yancich, co-founders of Arcadea Group. Arcadea is a private market, long-duration investor building a permanent home for high-quality, vertical market software companies.
Today, we sit down with an example of next-generation talent in ... Show More
1h 37m
Mar 2024
D.R. Horton: Building a New Model - [Business Breakdowns, EP.154]
This is Matt Reustle. Today, we are breaking down D.R. Horton, America’s largest homebuilder. Our guest is Ed Wachenheim, Founder of Greenhaven Associates. Ed takes us through an incredible discussion of D.R. Horton and homebuilders broadly, including how much has changed with th ... Show More
1h 5m
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
My guests this week are the co-founders of Stripe, Patrick and John Collison. My conversation with John in 2020 is still one of our most popular. A key theme that emerged from that first discussion was John’s boundless curiosity for all things business and this conversation continues that thread. We talk about setting a strategy and culture that attracts amb ... 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
