This week, we are running a replay of my conversation with Daryl Morey from last year. Daryl is the President of basketball operations for the Philadelphia 76ers. Together with my friend and past guest of the show, Sam Hinkie, Daryl pioneered the analytics movement in basketball. He’s been so influential his style has its own name, “Moreyball”, a nod to Mich ... Show More
Yesterday
Mitchell Green - Lessons from Cold Calling 10,000 Companies - [Invest Like the Best, EP.464]
My guest today is Mitchell Green. Mitchell Green is the co-founder and managing partner of Lead Edge Capital, a growth equity firm that has spent 15 years building one of the most disciplined investment machines in the business. Unlike most firms chasing power law outcomes, Lead ... Show More
54m 22s
Mar 17
William Hockey - Building the Operating System for the Dollar and Silicon Valley Heresy - [Invest Like the Best, EP.463]
William Hockey is the co-founder of Plaid and the founder and CEO of Column, a software company that owns a bank and powers Ramp, Wise, Bilt, Mercury, and others. He funded Column by borrowing against his Plaid shares and has never raised outside capital. William talks about what ... Show More
1h 10m
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 2023
The National Basketball Association - [Business Breakdowns, EP. 104]
This is Matt Reustle and today we are breaking down the National Basketball Association. The NBA topped $10bn in revenue last season, in line with MLB and behind only the NFL in terms of major sports leagues. The initial headlines for the next media rights deal, which is coming i ... Show More
1h 10m
Jun 2024
UP397 Other People's Money: The sports investment podcast
<p>What does sport look like from the money side of the equation? </p><p>What’s the investment rationale behind buying a football team, cricket franchise, the new sports tech thing or a sports agency? What are assumptions about how the market will develop? Who’s going to win, who ... Show More
43m 39s
Jul 2024
Phil Huber: The Case for Private Credit - [Making Markets, EP.36]
My guest this week is Phil Huber, the Head of Portfolio Solutions at Cliffwater. The private credit market has exploded recently, with Assets under management reaching a staggering $1.2T last year. I’ve been a little skeptical of this asset class, so I asked Phil to come on and c ... Show More
43m 56s
May 2024
Marcus Freeman - Choose Hard, Choose Love - [Art of Investing, EP.19]
Today’s teacher is Marcus Freeman, Head Football Coach at the University of Notre Dame. We discuss the power of relationships and how he talks with his players about the concepts of hard work and love, and we delve into what it takes to focus on inputs rather than outputs, especi ... Show More
44m 10s
Nov 2023
Sports Podcasting On A National Level
“Think of our NFL network, it’s 38 podcasts. To source 38 podcasts, you don’t want eight different publishers and 38 different onboarding calls and invoices - it can be a nightmare. So for us, we like to just make it as easy for an advertiser as possible to activate with those mi ... Show More
44m 24s
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
