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.
(2:08) Identifying successful managers and the prime years of a GP's career
(4:00) Common mistakes of GPs
(6:45) ... Show More
Yesterday
E223: The Art of Capital Allocation at $86 Billion Scale
What are the real playbooks behind managing an $86B alternative asset platform—and where do the next decade’s returns actually come from? In this episode, I sit down with Payton Brooks, Managing Director on Future Standard’s Primary Investments team, to unpack the operating syste ... Show More
57m 36s
Oct 3
E221: From Citadel to Family Office CIO: Sid Malhotra’s Investment Lessons
What really happens inside the hidden world of family offices—and why do they invest so differently from institutions? In this episode, I explore that question with Sid Malhotra, Chief Investment Officer at Kactus Capital, a single family office. Sid reveals how family offices al ... Show More
38m 19s
Jan 2025
20VC: How To Do a 10x Seed Fund in 2025 | Three Frameworks to Evaluate Startups an Founders | Lessons from Losing Billions Missing Airbnb and Pinterest & Investing Lessons from Charlie Munger with Mik
Mike Maples is one of the OG seed investors of the last two decades. As a co-founding Partner at Floodgate, Mike has been on the Forbes Midas List eight times in the last decade. Some of Mike’s investments include Twitter, Twitch.tv, Clover Health, Okta, Outreach, Chegg, Demandfo ... Show More
1h 10m
Feb 2025
Brian Jacobs on Bond Myths, Tax Strategies, Home-Ownership and Dynamic Investment Strategies for Today's Market | Aptus Capital Advisors | #569
Today’s guest is Brian Jacobs, Portfolio Manager and Investment Strategist with Aptus Capital Advisors. In today’s episode, Brian and I talk about some investing truisms, including the CAPE ratio, home ownership, the ideal bond allocation, tax-efficient strategies and more. We al ... Show More
1h 3m
Jun 2024
Venture Capitalist Who Called 2021 “Everything Bubble” Thinks VC Valuations Are “Reasonable” | Fabrice Grinda, Super Angel Investor, on Geopolitical Threats, AI, and Yield-Bearing Stablecoins
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.Midas’ website: https://midas.app/Follow Midas on Twitter https://x.com/midasrwaFabrice Grinda’s website: https://fabricegrinda.com/Fabrice Grinda on ... Show More
1h 30m
Feb 2019
David Fauchier, Cambrial Capital
David Fauchier is the co-founder of Cambrial Capital, an investment firm based in London deploying a thesis-driven fund of funds strategy focused on the digital assets space. David has previous experience as a product leader and angel investor in Europe, and has one of the most t ... Show More
55m 10s
Jun 2025
Revisiting: A Successful Transition to Investing with Steve Young
This episode originally aired on Feb 20, 2024. Steve Young is most well known for his NFL accolades, but since his retirement from the 49ers he’s built another type of empire as Partner, Chairman and Co-founder of private equity firm, HGGC. In this episode, SoFi's Head of Investm ... Show More
37m 57s
May 2025
McKinsey Partner Tim Koller on Mastering Business Valuation
Anthony Taylor and Tim Koller discuss the critical aspects of business valuation, emphasizing the importance of balancing revenue growth and profitability. They explore strategic decision-making in large organizations, the role of the CEO in resource allocation, and the necessity ... Show More
25m 17s