We discuss the growing prevalence of celebrities being involved in big investment moves by VC and hedge funds, including Travis Kelce taking a role in Jana Partners’ 9% stake in Six Flags. We also debate the launch of ChatGPT Atlas and a potential deal between Warner Bros. Discovery and Skydance.
Travis Hoium, Lou Whiteman, and Rachel Warren discuss:
- S ... Show More
Yesterday
OpenAI Misses Expectations - Should Tech Investors Worry?
OpenAI reportedly missed its own growth and revenue expectations recently, and shares of Oracle and other companies with large deals with the AI giant are trading lower. In this episode, the team discuss the OpenAI news and much more. Tyler Crowe, Matt Frankel, and Lou Whiteman d ... Show More
19m 43s
Apr 26
Morgan Housel on History, AI, and the Future of Investing
Morgan Housel is the bestselling author of The Psychology of Money, Same As Ever, and The Art of Spending Money. At our recent Motley Fool member event, Senior Vice-President of Rule Breakers strategy Brian Richards sat down with Morgan for a conversation about how the AI boom is ... Show More
22m 54s
Nov 2023
Cedar - Kyle Vansice, Rahul Attraya, Nate Peters
Last week, Antler US portfolio company Cedar announced that it closed a $3 million seed round led by Caffeinated Capital, with participation from Tishman Speyer Ventures and a number of prominent individual investors (full Forbes feature here). Cedar is building an operating syst ... Show More
1h 11m
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 2m
Feb 2025
166: Reinventing Equity Investing: James Anderson's Journey, From Scottish Mortgage Investment Trust to Managing Partner & CIO of Lingotto's Innovation Strategy
In today’s episode we have the chance to talk to one of the most successful investors of his generation, James Anderson, Former Partner at Baillie Gifford.I'm joined by Mark Wallace, MD of Rothschild & Co, who brings his expertise on US tech equities to this discussion. From 1987 ... Show More
1h 14m
Jan 2025
Mike Maples on 100-Baggers, David Swensen & the AI Revolution | #568
Today’s guest is Mike Maples Jr. a partner at Floodgate, a pre-seed and seed-stage venture capital firm that’s invested in companies like Twitter, Lyft, Twitch, Okta. He’s also the author of Pattern Breakers: Why Some Start-Ups Change the Future. In today’s episode, Mike shares h ... Show More
1h 10m
May 2024
How to Identify Top 1% Talent (Keith Rabois, Investor in Doordash, YouTube, Airbnb & Lyft)
Episode 134: Today, I speak to legendary executive and investor Keith Rabois about his ability to identify top 1% founders and employees. Keith has invested in a billion-dollar business every year for the last 20 years, including Doordash, YouTube, and Lyft. Previously, he held s ... Show More
35m 55s
Mar 2025
Is a Recession Coming? (EP.402)
On episode 402 of Animal Spirits, Michael Batnick and Ben Carlson discuss: GDP growth rolling over, the probability of a recession is rising, timing a bear market, Ray Dalio's crash calls, the crypto strategic reserve, the bull market in convenience, why we need Social Security, ... Show More
1 h