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

Apr 14

Scott Nolan - SpaceX, Founders Fund, and Rebuilding American Uranium Enrichment - [Invest Like the Best, EP.467]

Scott Nolan spent 12 years at Founders Fund looking for the most important problems that no one else was funding. Then he found a problem so critical, and so ignored, that he couldn't find a company to back. So he started one. General Matter is rebuilding US uranium enrichment. T ... 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

Jan 2024

TIP601: Junk to Gold by Billionaire Willis Johnson

On today’s episode, Clay shares his biggest takeaways from reading billionaire Willis Johnson’s book – Junk to Gold. Willis Johnson founded Copart in 1982, and today he is worth over $2.6 billion through his equity ownership in the company. Copart is one of the most impressive bu ... Show More

1h 24m

Feb 2024

MI325: Tech, Stocks, and Entrepreneurship w/ Braden Dennis

Kyle Grieve chats with Braden Dennis about his entrepreneurial history and how it impacted his stock investing, how his background in engineering has helped him solve problems, why he created FinChat and where he sees it going in the future, his investing philosophy, the future o ... Show More

52m 27s

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

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

Feb 2024

The All You Can Eat Buffet

The allure of hunting for that perfect deal can be intoxicating. I hear of many investors often spend countless hours scouring listings, attending networking events, and analyzing market trends. But what if I told you that there’s an alternative approach—one that doesn’t invol ... Show More

5m 13s

Jan 2024

1055: Paula Haines CEO Freedom a la Cart

Paula Haines is the CEO of <a href= "https://freedomalacart.org/cafe/">Freedom a la Cart</a>. Paula Haines graduated college with a degree in marketing. Freedom a la Cart is a nonprofit that empowers women of Ohio who are survivors of sex trafficking and exploitation. The cafe ... Show More

1h 32m

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

Multi-Billionaire’s Journey In India - Leadership, Culture, and Opportunity | Odoo | TRS 386

Check out BeerBiceps SkillHouse's Video Editing Course - https://bbsh.in/bb-launch-yt Use my referral code OFF40 to get a 40% Discount on a standard membership subscription. Follow BeerBiceps SkillHouse's Social Media Handles: YouTube : https://www.youtube.com/channel/UC2-Y36TqZ5 ... Show More

1h 57m

Sean Feeney - Reinventing the Restaurant...