Today, we are replaying our conversation with Ho Nam, co-founder of Altos Ventures. As the numbers go, Altos is one of the greatest venture capital firms of the last quarter century. We unpack Ho's origin story and the values that shaped him most as a person and investor, and then we then turn to Altos itself. Altos has emerged as one of the most elite vent ... Show More
Aug 3
A.J. Rohde: Living in the (Software) Limelight [Joys of Compounding, Ep. 38]
Our teacher today is A.J. Rohde, senior partner at Thoma Bravo, one of the largest software-focused private equity funds in the world. A.J. shares stories and lessons learned from his time investing in private equity - including why Thoma Bravo hires tennis players like him, and ... Show More
1h 27m
Jun 29
Nilam Ganenthiran: Building a Beacon in the Fog of AI - [Joys of Compounding, EP. 37]
Our teacher today is Nilam Ganenthiran, founder and CEO of Beacon, a centrally managed technology holding company that acquires the vertical software businesses serving the real economy. Nilam shares the immigrant story that shaped him and why trust becomes the scarce resource as ... Show More
1h 31m
May 2026
Annalise Dragic & Zoe Zhao: Software Pioneers in the Dawn of AI - [Joys of Compounding, EP. 36]
Our teachers today are Annalise Dragic and Zoe Zhao, co-founders of Azlin Software, a next-generation serial acquirer of B2B vertical software companies focused on the providers of essential services and care for families. Annalise and Zoe share how their friendship evolved into ... Show More
1h 17m
Oct 2025
How Amias Gerety Wins in Venture When Others Chase Hype
<p>In this episode, <b>Alex Rawlings</b> speaks with <b>Amias Gerety</b>, Partner at <b>QED Investors</b>, a leading fintech-focused VC firm managing nearly <b>$1B in assets</b>. Amias shares insights on venture capital strategy, staying disciplined during market hype, sourcing d ... Show More
32m 23s
Jul 2021
Steve Mandel - Investing Behind Change - [Invest Like the Best, EP. 235]
My guest today is Steve Mandel, founder of Lone Pine Capital, one of the most successful hedge fund and investment firms of this generation. In our conversation, we discuss how the investing business has evolved since Steve’s start in the 1980s, why it’s so difficult to drive alp ... Show More
1h 12m
May 2024
MI Rewind: Road to Becoming A Successful Entrepreneur w/ James Altucher
On today’s show, Robert Leonard talks with James Altucher. James is prolific writer, successful serial-entrepreneur, chess master, and venture capitalist. James has a very colorful history throughout many facets of the finance industry. He has successfully started and sold variou ... Show More
42m 49s
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 19m
Aug 2024
E88: Lessons from Investing in 81 Venture Capital Funds - Dave Neumann
Dave Neumann, investor at Molten Ventures, sits down with David Weisburd to discuss fund of funds deployment strategies, how GPs should approach fund size and interesting power law data derived from Molten’s 2,500 underlying portfolio companies.
14m 17s