This is Matt Reustle. Today, we are going into the land of oil and gas to break down CNX. The history of CNX dates back over 150 years. When it comes to energy production, the company's evolution has been very comparable to that of the United States.
Our guest today is James Wilson, manager of The Huginn Fund at Phoenix Asset Management. We discuss the CNX ... Show More
Jun 25
Nexstar Media: Broadcasting's Biggest Bet - [Business Breakdowns, EP.221]
This is Zack Fuss. Today, we are breaking down Nexstar Media Group. Nexstar controls more local television stations than any other company in the US. This industry has experienced substantial consolidation, which has reshaped itself over the past decade and ultimately culminated ... Show More
1 h
Nov 2022
Bob Elliott - A Macro Tour - [Invest Like the Best, EP.302]
My guest today is Bob Elliott, the CEO and CIO of Unlimited, which creates low-cost index ETFs for alternative investment strategies. Prior to co-founding Unlimited, Bob was a senior investment executive at Bridgewater Associates where he served on their investment committee and ... Show More
1h 21m
Jan 2024
Erik Serrano - Investing in Investment Firms - [Invest Like the Best, EP.358]
My guest today is Erik Serrano. Erik is the CEO of Stable Asset Management, which he started 14 years ago in his early 20s and has scaled to over $3 billion in AUM. Unusually, Stable’s strategy focuses on other investing firms. They look to back the Blackstone's of tomorrow and p ... Show More
1h 26m
Apr 2021
Mike Kerns and Jesse Jacobs - Content to Commerce - [Invest Like the Best, EP. 220]
My guests this week are Jesse Jacobs and Mike Kerns, co-founders and partners at The Chernin Group, TCG, a multi-stage investment firm dedicated to building consumer businesses. Many think of TCG as some of the best media investors in the world, and in this discussion, you’ll qui ... Show More
1h 12m
Mar 2022
Gaurav Kapadia - Everything Compounds - [Invest Like the Best, EP. 269]
My guest today is Gaurav Kapadia, founder of investment firm XN. Gaurav is a veteran of the investing arena. We cover his lessons while rising to partner at TPG Axon, co-founding Soroban Capital, and his decision to launch XN in 2020. We then discuss his approach to building XN a ... Show More
1h 18m
Sep 2023
Will England - A Primer on Multi-Strategy Hedge Funds - [Invest Like the Best, EP.342]
My guest today is Will England, the CEO and Co-CIO of Walleye Capital. Walleye is a multi-strategy hedge fund headquartered in Minnesota that manages around $5 billion. Our conversation is a primer on multi-strategy hedge funds, which have become a force in markets through the su ... Show More
1h 20m
Jul 2023
Chris Paik - Venture Investing Frameworks - [Invest Like the Best, EP.338]
My guest today is Chris Paik, who is a General Partner at early-stage venture firm, Pace Capital. Before Pace, Chris spent eight years building and investing alongside last week’s guest, Josh Kushner, at his firm Thrive Capital. During that time, he sat on the board of Twitch. Ou ... Show More
1h 30m
Nov 2023
Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, EP.352]
My guest today is Brad Jacobs. Brad’s resumé is remarkable. He has founded seven companies, all of which are billion-dollar or multibillion-dollar businesses. He has done 500 M&A transactions and raised $30 billion dollars of debt and equity capital. Currently, he is the Executiv ... Show More
1h 25m