My guest today is Jay Hoag. Jay is the co-founder of Technology Crossover Ventures, known as TCV, which pioneered the growth investing category and has backed legendary companies like Netflix, Spotify, and Expedia over three decades. Jay explains how macro factors like regulation have become unexpectedly central to technology investing. He offers his contrar ... Show More
Sep 8
Walter Russell Mead - How America Keeps Winning - [Invest Like the Best, EP.490]
My guest today is Walter Russell Mead. Walter is a columnist at the Wall Street Journal and the author of Special Providence and God and Gold, two of the best books written on American power. He has spent decades studying how the United States came to dominate the world, and our ... Show More
1h 18m
Sep 1
Sarah Guo - Funding the Frontier - [Invest Like the Best, EP.489]
My guest today is Sarah Guo, founder and managing partner of Conviction, the venture firm she built to back AI-native companies from their earliest days. Sarah has become one of the most sought-after early-stage investors in AI, often the first check into the companies defining t ... Show More
59m 46s
Aug 25
Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488]
My guest today is Neil Movva, founder of Sail. Sail is building what Neil calls a token factory, an inference company designed for a specific kind of future, one where AI agents run in the background for hours or days at a time rather than answering a human in real time. In that ... Show More
1h 18m
Mar 2022
TIP433: The Art and Science of Investing in Startups w/ Jason Calacanis
Trey Lockerbie chats with Angel Investing legend, Jason Calacanis. Jason is an entrepreneur who sold his second business Weblogs to AOL for $30MM in 2005. Jason then founded multiple other companies and along the way, became an angel investor in companies like Uber, Robinhood, Ca ... Show More
56m 31s
Dec 2024
TIP680: Investing in Exceptional Businesses for the Long Run w/ Dev Kantesaria
On today’s episode, Clay is joined by Dev Kantesaria to discuss the current market environment, the types of investments he is looking for, FICO, S&P Global, and much more. Dev is the founder and portfolio manager at Valley Forge Capital Management. The firm has been highly succe ... Show More
58m 21s
Jul 2021
TIP363: The Game of Investing w/ Bing Gordon
In today’s episode, Trey Lockerbie sits down with Bing Gordon. Bing is a legend in the silicon valley world, having first been a co-founder of Electronic Arts (EA), then went on to be a director at Zynga, Audible, Zume, Duolingo, and others. For the last 18 years, he’s also sat o ... Show More
1 h
Feb 2021
#161 – Jason Calacanis: Startups, Angel Investing, Capitalism, and Friendship
Jason Calacanis is an angel investor, entrepreneur, and co-host of All-In Podcast and This Week in Startups. Please support this podcast by checking out our sponsors: – Brave: https://brave.com/lex – Linode: https://linode.com/lex to get $100 free credit – Four Sigmatic: https:// ... Show More
2h 16m
Mar 2021
TIP340: Hedge Funds, SPACs, and Chocolate w/ Jason Karp
In today's show, Trey Lockerbie is joined by Jason Karp. Jason has had an incredible career, starting as a quant at major hedge funds like SAC Capital, under billionaire Steve Cohen, as well as Carlson Capital, where he became the Co-Chief Investment Officer. He then moved on to ... Show More
54m 49s
Jul 2022
TIP465: Value Investing in the Digital Age w/ Adam Seessel
IN THIS EPISODE, YOU’LL LEARN: 01:49 - Why Billionaire Bill Ackman says Adam’s new book is one of the best investing book he’s read in years. 10:18 - Adam’s Business, Management, and Price (or BMP) checklist. 14:33 - Why value investors should reconsider investing in high-growth ... Show More
1h 4m