My guest today is Ravi Gupta. Ravi is a Partner at Sequoia Capital and a host on Glue Guys, a podcast on the Colossus network that intersects business and sports. I wanted to have him back on Invest Like the Best to discuss his recent most recent blog post titled “AI or Die.” As both an investor and former Instacart operator and CFO, Ravi believes we're ente ... 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
Jul 29
Ramtin Naimi - Building Abstract - [Invest Like the Best, EP.435]
My guest today is Ramtin Naimi. Ramtin is the founder of Abstract Ventures, one of the most talked-about seed funds in Silicon Valley. What makes Ramtin's story so compelling isn't just his firm's remarkable track record—including early investments in Rippling, Solana, and dozens ... Show More
1h 52m
Jul 25
Brad Jacobs - Think Big and Move Fast - [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. Brad Jacob's simple principle of "think big, move fast" is one I think about often. Brad’s resumé is remarkable. H ... Show More
1h 25m
Apr 2025
Gamifying Sleep: How Sleepagotchi Leverages Web3 to Incentivize Health Habits
Anton Kraminkin, Founder of Sleepagotchi, shares insights on the importance of sleep, the cultural shifts towards valuing sleep, and how Sleepagotchi rewards users for maintaining a consistent sleep schedule. Key Takeaways: The surprising sleep habits Sleepagotchi has learned abo ... Show More
32m 47s
Jul 2024
TIP646: How To Understand A Business Like A Pro w/ Kyle Grieve
On today’s episode, Kyle Grieve discusses a book that is near and dear to Warren Buffett’s heart, Common Stocks and Uncommon Profits by Philip Fisher. He’ll discuss why the book was so influential on Warren’s transition towards quality businesses, why going deep into a business i ... Show More
1h 9m
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
Jul 2024
President Harris: Tech's New Ally? Crowdstrike's Black Swan Attack and Sam Altman's World Without Work (Reacts) w/ Emil Michael
Could the rise of Kamala Harris as the new Democratic candidate impact the tech industry in significant ways?
Find out how her presidency, Crowdstrike's massive outage, and Sam Altman's UBI experiment could shape the future of your tech startup in this week's insightful Reacts e ... Show More
51m 39s
Apr 2024
Ep. 302: “You Have a Role” – Social Sciences for Successful Workplace Strategies with Leigh Stringer of Perkins&Will and Jomal McNeal & Stephen Smith of REWORC
Leigh Stringer is Global Director of Advisory Services at Perkins&Will, Jomal McNeal is VP of Customer Solutions and Stephen Smith is VP of People Analytics at REWORC where they are passionate about aligning people, place and process for the ultimate workplace experience. Mike Pe ... Show More
29m 19s
Jan 2025
10 growth tactics that never work | Elena Verna (Amplitude, Miro, Dropbox, SurveyMonkey)
Elena Verna is one of Silicon Valley’s most sought-after growth advisors and operators. She previously led growth at companies like Amplitude, Miro, Dropbox, and SurveyMonkey and is currently doing full-time advising for high-growth tech companies. In our conversation, Elena and ... Show More
1h 35m
Sep 2024
RWH049: Crushing The Market Over 50 Years w/ Jay Bowen
In this episode, William Green chats with Harold J. (“Jay”) Bowen III, President & CIO of Bowen, Hanes & Company. Jay & his late father generated dazzling returns for their biggest client, the Tampa Firefighters’ & Police Officers’ Pension Fund. The fund’s stock portfolio has ach ... Show More
2h 15m