All Else Equal is on Spring Break this week, so we’re revisiting one of our most popular episodes dealing with the question: How does one become a CEO? We’ll be back with new episodes in two weeks.
A lot has been written and said about CEOs and their compensation, but who are they really and how did they get there? According to the data, what are the most ... Show More
Feb 19
Ep73 “The Dangers of Group Think on Decision Making” with Adi Sunderam
Whether it be in politics, public health, or corporate finance, why are people more likely to interpret facts or data in a way that fits their preconceived notions about the world as opposed to searching for the fundamental truth? A new paper from the Harvard Business School call ... Show More
33m 39s
Jan 22
Ep71 “The Working From Home Revolution” with Nick Bloom
When the pandemic hit in 2020, working from home skyrocketed. Six years later, many companies have returned to in-person work, but hybrid models are still the dominant structure. So with WFH here to stay in some form, what’s the proper balance? And what are we at risk of losing i ... Show More
28m 16s
Sep 2025
Interview with Dan Ariely: Investing in the Irrational
Dan Ariely, a Professor of Behavioral Economics at Duke University, is the bestselling author of Misbelief, Dollars and Sense, and Predictably Irrational. Motley Fool contributor Rich Lumelleau talks with Ariely about the rational and irrational: Inspiration for studying human be ... Show More
20m 21s
Aug 2024
TIP651: Value Investing in a Growth-Obsessed Market w/ Scott Barbee
On today’s episode, Kyle Grieve chats with Scott Barbee about how he managed to maintain a deep value-based strategy while it’s gone out of fashion, the three buckets of risk Scott uses to assess businesses, what a genetic contrarian is and why it can be a powerful advantage, why ... Show More
58m 32s
Feb 2020
Pop Delusions: Dylan Grice on the golden age of duration, why economists are cargo cultists, and the anatomy of a forecast with Tobias Carlisle on The Acquirers Podcast
<p>Dylan Grice is the founder of Calderwood Capital Research. Before Calderwood, Dylan was the Head of Liquid investments at Calibrium AG, a private investment office based in Zurich, Switzerland. </p>
<p>Prior to joining Calibrium AG in 2014, Dylan was a part of the ... Show More
55m 23s
Jan 2025
TIP692: Reading the Signals: How To Identify Winning Investments w/ Andrew Martin
In today's episode, Kyle Grieve chats with Andrew Martin about how he utilized his PhD in investing, the typical traits Andrew looks for in great investments, valuable physics-related mental models to improve your thinking processes, why Andrew is attracted to smallcap stocks, ho ... Show More
1h 4m
Feb 2025
TIP699: Unlocking High-Growth Investments w/ Jason Donville and Jesse Gamble
In today's episode, Kyle Grieve chats with Jason Donville and Jesse Gamble about their investing philosophy, their emphasis on focusing on growth and value, their evolution from using ROE-focused metrics to the rule of 40 to identify great investing opportunities, how to use the ... Show More
1h 4m