My guest today is Graham Duncan. This conversation will make you think about your life in new ways. This is a two-hour segment of a 4.5-hour interview I did with Graham last year. It stands alone as remarkable, but those who subscribe to Colossus Review will gain access to the full conversation. This will be true in future issues, too.
In 2006, in his early ... Show More
Aug 5
Andrew Milgram - Full-Contact Capitalism - [Invest Like the Best, EP.436]
My guest today is Andrew Milgram. Andrew is the founder of Marblegate Asset Management, an alternative investment firm that invests in credit opportunities and special situations. He joins me to discuss his unique approach to distressed investing in the middle market, revealing h ... Show More
1h 33m
Oct 2021
Michael Mauboussin Master Class — Moats, Skill, Luck, Decision Making and a Whole Lot More
We sit down with the one & only Michael Mauboussin to dive deep into his incredible body of work: untangling skill and luck, measuring moats, persistence of returns in venture capital, decision making and — particularly timely — expectations investing and how to think about valua ... Show More
1h 23m
Jun 18
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
Nov 2023
29: The largest developer in LA, Rick Caruso
Rick Caruso’s real estate projects have defined how a generation of LA residents live in and experience the city. When you truly collaborate with communities, Rick explains, you get more than reliable financial success — you get momentum behind your project, you get political cap ... Show More
41m 50s
Feb 2025
ASML CEO: EUV Technology, Microchips and Long-term Mindset
In this episode, Nicolai Tangen speaks with Christophe Fouquet, President and CEO of ASML - the company that makes the ultra-sophisticated machines needed to produce the world's most advanced computer chips. They discuss ASML's groundbreaking technology, the future of semiconduct ... Show More
59m 47s
Mar 2024
Graham Weaver - Founder & CEO, Alpine Investors - On Finding Purpose & Exceptional Investing
In today's episode, Wesley Aster and Djavaneh Bierwirth host Graham Weaver, the founder and managing partner of Alpine Investors, a people-driven private equity firm that invests in software and services businesses.
Tune in to hear about:
- Graham's journey from starting Alpine i ... Show More
54m 53s