In today’s episode, Meb reads a recent post, "The Bear Market in Diversification."
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Nov 21
AQR’s Antti Ilmanen – US Exceptionalism: Growth Story or Valuation Trap? | #607
Today’s guest is Antti Ilmanen, Global Co-head of the Portfolio Solutions Group at AQR Capital Management.
In today’s episode, Antti discusses the complexities of investment returns, the importance of understanding both objective and subjective expectations, and the dangers of r ... Show More
1h 3m
Nov 11
The Biotech Rebuild: Finding Alpha After the Drawdown with Chris Clark | #606
Today’s guest is Chris Clark. Chris was a biotech PM for 10 years at RS Investments, managing $4.5 billion. In today’s episode, Chris discusses the complexities of the biotech sector, which has suffered a dramatic drawdown the past few years. He begins by explaining how biotech w ... Show More
1h 50m
Nov 7
Vanguard’s Joe Davis on AI vs. The National Debt: The Tug-of-War To Decide America’s Future | #605
Today’s guest is Joe Davis, Vanguard’s Global Chief Economist and Global Head of Vanguard’s Investment Strategy Group. His latest research on megatrends is covered in his book, Coming Into View: How AI and Other Megatrends Will Shape Your Investments. In today’s episode, Joe expl ... Show More
1h 2m
Oct 2024
#774: Learnings from 1,000+ Near-Death Experiences — Dr. Bruce Greyson, University of Virginia
<p>Dr. Greyson’s research for the past half century has focused on the aftereffects and implications of near-death experiences and has resulted in more than 100 presentations to national and international scientific conferences, more than 150 publications in academic medical and ... Show More
1h 36m
Feb 2025
Hey Guy, We Need to Talk…(About Generating Market Demand)
<p dir="ltr">"Good product generates demand!" FALSE - good product is just a byproduct of demand, and we can prove it. In this episode, Sarah challenges Nate's view on generating market demand and we go DEEP into what market tides are going to do next (hint: behavior is cyclical… ... Show More
19m 23s
May 2024
Jason Cohen's Startup Koans (Bonus)
<p>Two-time unicorn founder Jason Cohen (WP Engine, Smart Bear) returns to discuss his Twitter 'koans', exploring their implications for founders. </p>
<p>In this bonus episode, Yaniv Bernstein, Chris Saad, and Jason Cohen discuss:</p>
<ul>
<li>Half-Baked Ideas: The pitf ... Show More
18m 17s
Jun 2024
SaaS Implosion? NVIDIA Eats OpenAI's Lunch, AI Doomsday Predictions, Silicon Valley Revisited (Reacts)
<p>What's happened to B2B SaaS – and will NVIDIA eat OpenAI's lunch? Learn the latest movements in tech startups from industry insiders.</p>
<p>In this week's episode, Chris, Emil and Yaniv discuss:</p>
<ul>
<li>B2B, Or Not To Be: Disappointing guidance from industry ... Show More
48m 44s
Dec 2023
#190 Top Investment Stories of 2023: A Stock Club Recap
<p><br></p><p>Dive into 2023’s most insightful conversations on investing and personal finance with the "Stock Club" podcast's special year-end episode. </p><br><p>Relive the top highlights featuring industry experts like Michael Lucas, James Early, Derek Riley, and acclaime ... Show More
32m 56s
Feb 2025
7 Things You Need to Stop Thinking as a Marketer (WL&WDJ)
<p dir="ltr">In this episode, Sarah and Nate get real…we're diving into some of the biggest marketing blunders, misconceptions, and downright incorrect beliefs that all of us in DTC either used to believe, or currently have so you can avoid the mistakes that will make it harder t ... Show More
31m 41s