In episode 223 we welcome our guest, Steven Jorgenson, Managing General partner of Starbridge Venture Capital. Strap in and let your imagination run wild…In today’s episode, we’re talking about the space industry.
We cover the space economy. There’s a lot more to it than just the launch sector. We dig into microgravity, and the opportunity it offers resear ... Show More
Nov 21
AQR’s Antti Ilmanen – US Exceptionalism: Growth Story or Valuation Trap? | #607
Today’s guest is Antti Ilmanen, Global Co-head of the Portfolio Solutions Group at AQR Capital Management.
In today’s episode, Antti discusses the complexities of investment returns, the importance of understanding both objective and subjective expectations, and the dangers of r ... Show More
1h 3m
Nov 11
The Biotech Rebuild: Finding Alpha After the Drawdown with Chris Clark | #606
Today’s guest is Chris Clark. Chris was a biotech PM for 10 years at RS Investments, managing $4.5 billion. In today’s episode, Chris discusses the complexities of the biotech sector, which has suffered a dramatic drawdown the past few years. He begins by explaining how biotech w ... Show More
1h 50m
Nov 7
Vanguard’s Joe Davis on AI vs. The National Debt: The Tug-of-War To Decide America’s Future | #605
Today’s guest is Joe Davis, Vanguard’s Global Chief Economist and Global Head of Vanguard’s Investment Strategy Group. His latest research on megatrends is covered in his book, Coming Into View: How AI and Other Megatrends Will Shape Your Investments. In today’s episode, Joe expl ... Show More
1h 2m
Nov 2021
Will Marshall - Indexing the Earth - [Invest Like the Best, EP. 251]
My guest today is Will Marshall, the co-founder and CEO of Planet. Will founded Planet in 2010 with a small team of NASA scientists to build a constellation of satellites that would image the entire Earth every day. Since then, Planet has successfully built and deployed 450 satel ... Show More
51m 21s
Jun 2024
Business Daily meets: Jane Poynter
23 years ago, the US multi-millionaire Dennis Tito became the world’s first-ever space tourist, funding his own trip into orbit. There was clearly money to be made, and now the lure of making space tourism more accessible to the masses is even greater - with several private compa ... Show More
17m 29s
Dec 2021
Business to Government and Democratization of Space with Jason Held, CEO of Saber Astronautics
<p>The next business frontier, in terms of physical spaces, is not one you can physically walk on. I’m talking about outer space, and I’m talking about it today with my friend, <a href="https://www.linkedin.com/in/jaheld/?originalSubdomain=au">Jason Held</a>, CEO of <a href="http ... Show More
39m 54s
Dec 2021
Moon missions and space junk
2021 was another year of firsts in the ever-expanding industry around space, as we moved towards space tourism as a reality. But what about NASA, and its plans to return to the moon? We hear all about it, and the space agency’s ambitious plans for not just the moon, but mars; fro ... Show More
17m 28s