Yesterday

Paul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.469]

My guest today is Paul Tudor Jones. Paul is the founder of Tudor Investment Corporation and one of the greatest macro traders of all time, known for calling and profiting from the 1987 crash and compounding capital at extraordinary rates over more than four decades. Paul is also ... Show More

1h 6m

Apr 23

Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.468]

This is my second conversation with Dylan Patel. Dylan is the founder and CEO of SemiAnalysis, where he tracks the semiconductor supply chain and AI infrastructure buildout. This conversation is about the supply and demand of tokens. On demand, Dylan describes something completel ... Show More

45m 19s

Apr 21

Alex Karnal - The Trillion-Dollar Health Revolution - [Invest Like the Best, EP.467]

My guest today is Alex Karnal. Alex is the co-founder and managing partner of Braidwell, a life sciences investment firm he built after spending 15 years at Deerfield Management. The frame we use throughout the episode is the health stack. Alex talks about how most of the disease ... Show More

1h 32m

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

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

Jan 2024

#335 How To Make A Few Billion Dollars: Brad Jacobs

What I learned from reading How To Make A Few Billion Dollars by Brad Jacobs. ---- Get access to the World’s Most Valuable Notebook for Founders by investing in a subscription to Founders Notes ---- Come and build in-person relationships at the Founders Only conference ---- (0:0 ... Show More

1h 12m

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

#981 - How High Can Tech Fly? with Dave Mazza

🔥 SuperAI Singapore: Get 20% OFF tickets realvision.com/superai Dave Mazza, chief strategy officer at Roundhill Investments, joins Ash Bennington to discuss the recent market action after a record-setting week, where he sees the tech sector headed from here, and the outlook for ... Show More

40m 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

Jay Z's Autobiography

What I learned from reading Decoded by Jay Z. ---- Get access to the World’s Most Valuable Notebook for Founders at Founders Notes ---- (1:39) I would practice from the time I woke in the morning until I went to sleep (2:10) Even back then I though I was the best. (2:57) Bourdai ... Show More

2h 7m

Feb 2024

#723: In Case You Missed It: January 2024 Recap of "The Tim Ferriss Show"

This episode is brought to you by <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">5-Bullet Friday< ... Show More

48m 19s

Feb 2024

Ultra-Niche Positioning: How to Find Success By Going SUPER Narrow

I've just launched a <a href="https://www.youtube.com/channel/UCdNXaHHVnVntg5gpveB-5_Q">new YouTube channel</a>!! The concept? I take real businesses struggling to stand the f*ck out, provide my positioning/branding/lea ... Show More

58m 5s

Palmer Luckey - Inventing the Future of ...