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
Oct 6
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]
My guest today is Jesse Zhang. Jesse is the co-founder and CEO of Decagon, one of the fastest-growing AI customer service companies. Decagon provides a centralized AI engine to auto-resolve issues at any time, in every language, and across every channel. Jesse shares his systemat ... Show More
1h 21m
Sep 26
Rolex: Timeless Excellence - (Invest Like the Best, CLASSICS)
Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. This Business Breakdowns on Rolex is a long-time stand out. The founder and executive chairman of Hodinkee, Ben Cl ... Show More
1h 2m
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
Oct 5
#402 Thomas Peterffy: The $80 Billion Founder Who Automates Everything
I didn’t know who Thomas Peterffy was. I was shocked to learn that he is 81 years old, worth $80 billion dollars, and has built his $120 billion company, Interactive Brokers, into one of the most efficient companies in the world. I discovered Peterffy by reading this incredible p ... Show More
31m 57s
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
Dec 2024
E117: What Will Family Offices Invest into in 2025? w/Hansen Ringer
Hansen Ringer, Managing Director at Sepio Capital sits down with David Weisburd to discuss the asset class that delivers equity-like returns without the market risk, what distressed credit reveals about market cycles and investor behavior, and what happens when stocks and bonds m ... Show More
42m 10s
Oct 1
The World Reacts to Sora 2, Slop vs. Farming Debate | Reece Chowdhry, Jim Gao, Fan-Yun Sun, Carl Pei, Shehzan Maredia, Victor Riparbelli, William Fedus, Jayanth Madheswaran
(05:21) - Slop vs. Farm Debate (11:40) - Ben Thompson's Sora 2 Analysis (35:37) - The Timeline Reacts to Sora 2 (01:34:31) - The Stablecoin Duopoly is Ending (01:42:14) - Reece Chowdhry, Founding Partner of Concept Ventures, recently announced the launch of their latest $88 milli ... Show More
3h 17m
Jan 2025
How to break out of autopilot and create the life you want | Graham Weaver (Stanford GSB professor, founder of Alpine Investors)
Graham Weaver teaches a top-rated course at Stanford’s Graduate School of Business (GSB), where he often unexpectedly ends up helping students figure out what to do with their lives. He is also the founder and CEO of Alpine Investors, a people-driven private equity firm. In our c ... Show More
1h 12m
Aug 27
Robert Wallace: Managing Stanford’s Endowment, Balancing Risk, and Driving Innovation
What shapes the investment strategy behind one of higher education's largest endowments? Nicolai Tangen sits down with Robert Wallace, CEO of Stanford Management Company, who oversees more than $40 billion for Stanford University. From his unique journey as a professional ballet ... Show More
47m 58s