My guest today is Chamath Palihapitiya, the founder and CEO of Social Capital, whose mission is to advance humanity by solving the world's hardest problems. I didn't know where this conversation would take us given Chamath's wide-ranging activities and interests but I think it provides an interesting glimpse into some of his core beliefs and the source of hi ... Show More
Apr 14
Scott Nolan - SpaceX, Founders Fund, and Rebuilding American Uranium Enrichment - [Invest Like the Best, EP.467]
Scott Nolan spent 12 years at Founders Fund looking for the most important problems that no one else was funding. Then he found a problem so critical, and so ignored, that he couldn't find a company to back. So he started one. General Matter is rebuilding US uranium enrichment. T ... Show More
1h 15m
Apr 8
Alan Waxman - Private Credit and the Modern Financial System - [Invest Like the Best, EP.466]
My guest today is Alan Waxman, co-founder and CEO of Sixth Street, a $130B global investment firm. Private credit is one of the most discussed topics in markets right now, and there is a lot to make sense of. The current discourse is almost entirely focused on symptoms. Alan Waxm ... Show More
1h 2m
Apr 2024
Chris Hansen - The Long & Short of Investing - [Art of Investing, EP.16]
Our teacher today is Chris Hansen, founder of Long Short Equity investor, Valiant Capital. Chris spun off from his early career at Blue Ridge to start Valiant and pursue his own unique investment thesis.
We cover Chris's foray into investing in India, the training, temperament, a ... Show More
1h 31m
Jan 2024
Visma: Mission Critical European Software - [Business Breakdowns, EP.145]
This is Zack Fuss. Today we are breaking down the largest privately-owned software business in Europe, Visma. Visma is a software company with over 15,000 employees offering accounting, payroll, and HR software products for customers across the Nordic, Benelux, and Baltic regions ... Show More
46m 4s
Mar 2024
Arcadea Group - Permanent Capital Investing in Vertical SaaS - [Art of Investing, EP.14]
Our teachers today are Daniel Eisen and Paul Yancich, co-founders of Arcadea Group. Arcadea is a private market, long-duration investor building a permanent home for high-quality, vertical market software companies.
Today, we sit down with an example of next-generation talent in ... Show More
1h 37m
Feb 2024
TIP609: Fooled by Randomness by Nassim Taleb
On today’s episode, Clay reviews Nassim Taleb’s book – Fooled by Randomness. Nassim Taleb is a Lebanon-born American mathematician and statistician whose work concerns problems of randomness, probability, and uncertainty. He’s very well known for his popular books, including The ... Show More
1 h
<p></p><p><strong>I've just launched a </strong><a href="https://www.youtube.com/channel/UCdNXaHHVnVntg5gpveB-5_Q"><strong>new YouTube channel</strong></a><strong>!! The concept? </strong>I take real businesses struggling to stand the f*ck out, provide my positioning/branding/lea ... Show More
