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Eric and Matt dive into the fascinating dynamics of the market from the past quarter. Despite a 10% rise in the S&P 500, the quarter was marked by significant early volatility due to unexpected tariff announcements. The discussion covers the impact of tariffs on markets, the influence of global trade tensions, and the interplay between short-term and long-term market reactions. They also delve into the implications of AI and new technologies on market trends and the potential for volatility driven by algorithmic trading. The episode explores the role of the US Federal Reserve, the evolving market perception of Bitcoin, and the broader economic impacts of geopolitical events.  For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Making Markets (00:01:34) Market Reactions to Tariffs (00:03:38) Trump's Strategy and Market Dynamics (00:06:33) Volatility and Market Structure (00:15:33) Geopolitical Tensions and Market Impact (00:20:28) AI Revolution and Market Sentiment (00:24:25) The Gold Rush Analogy in Business (00:25:43) Private Investment Trends and Mega Funds (00:26:26) Yale's Investment Strategy and Its Impact (00:27:22) Challenges in Private Equity Liquidity (00:29:46) Jerome Powell and the Federal Reserve (00:30:51) The Role of the Fed in Economic Stability (00:34:25) Trump's Influence on Treasury and Fed Dynamics (00:40:31) The Impact of AI and Inflation on the Economy (00:43:34) Bitcoin's Maturation and Market Dynamics (00:47:04) Concluding Thoughts on Market Trends Learn more about your ad choices. Visit megaphone.fm/adchoices

 This is Matt Reustle. Today, we are breaking down Agilent. If you aren't familiar with Agilent, it is a $30 billion market cap company at the time of this recording, and they focus on one of the more interesting niches: equipment and instruments sold into laboratories. Its equipment is being sold to the life sciences sector, diagnostics, applied chemical markets, and some very unique R&D work. My guest is Mark de Vos, fund manager at Troy Asset Management, and he brings us through the story of Agilent. It was born within Hewlett-Packard, which spun off a little more than 25 years ago, and Mark helps break down highly complex concepts like chromatography. This is a deeply ingrained industry player with a unique razor and razor blade model and an evolving business. Please enjoy this breakdown of Agilent. For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠⁠⁠ ⁠here⁠⁠⁠⁠. —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit⁠⁠⁠⁠ joincolossus.com/episodes⁠⁠⁠⁠. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠). Show Notes (00:00:00) Welcome to Business Breakdowns (00:02:28) Understanding Agilent's Core Business (00:03:28) Agilent's Market and Customer Base (00:04:55) Agilent's Historical Background (00:08:58) Agilent's Product and Service Strategy (00:13:51) Competition and Market Position (00:24:29) Financial Performance and Growth (00:28:07) New Business Segments and Innovations (00:35:32) Valuation and Investment Insights (00:40:07) Lessons From Agilent

My guest today is Alan Waxman. Alan is the co-founder and CEO of Sixth Street, one of the most unique investment firms with a "go anywhere, do anything" mandate across asset classes, geographies, and time horizons, and over $110 billion in AUM. He describes his journey from CIO of Goldman Sachs' Special Situations Group and the frameworks he brought with him to lay the foundation for Sixth Street. Alan details their famous investments like Spotify and Airbnb during challenging periods, their innovative sports partnerships with Real Madrid and FC Barcelona, and their $30 billion "TAO" vehicle that allows them to write billion-dollar checks while keeping individual fund sizes matched to opportunities. We discuss hiring people without egos, enabling a truly multi-strategy approach, and Sixth Street's "face the tiger" philosophy. Please enjoy this great conversation with Alan Waxman.  For the full show notes, transcript, and links to mentioned content, check out the episode page⁠⁠⁠⁠ ⁠⁠⁠⁠⁠here⁠.⁠⁠⁠⁠⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp.com/invest⁠⁠⁠⁠⁠⁠⁠⁠⁠ to sign up for free and get a $250 welcome bonus. – This episode is brought to you by⁠⁠⁠⁠⁠ AlphaSense⁠⁠⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ridgelineapps.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about the platform. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:04:57) Introducing Alan Waxman and Sixth Street (00:05:58) The Formative Goldman Sachs Years (00:10:21) Unitizing Risk and Return (00:14:23) Facing the Tiger: Sixth Street's Culture and Values (00:34:51) Spotify and Airbnb: Case Studies in Investment (00:39:20) Ambitious Investment Strategies (00:40:40) Strategic Partnerships in Sports (00:41:23) Navigating COVID with Airbnb (00:43:36) Risk and Return Analysis (00:46:56) Investing in Sports and Live Entertainment (00:52:23) Developing Investment Themes (00:55:29) Balancing Leadership and Investment (00:57:30) The Importance of Culture (01:10:33) Future Self and Long-Term Vision (01:15:09) The Kindest Thing Anyone Has Ever Done For Alan

Dr. Mark Jacobson is a professor of Civil and Environmental Engineering and Director of the Atmosphere Energy Program at Stanford University, where he's been one of the most vocal advocates for powering the world entirely with wind, water, and solar energy. No nuclear, no carbon capture, no fossil fuels of any kind. His research team has created 100% renewable energy roadmaps for all 50 U.S. states and 149 countries, helping shape policies like New York's clean energy mandate. In this episode, Dr. Jacobson shares his perspective on where we are in the renewables adoption curve and explains why he believes that technologies like nuclear power, carbon capture, and biofuels aren't just unnecessary, they're harmful distractions from the clean energy transition he sees as both achievable and urgent.This conversation may be polarizing. While many will agree with Mark's take on renewables and the grid, his firm rejection of other low-carbon tech challenges mainstream climate thinking. We believe these fault lines are worth exploring, even, or especially, when they make people uncomfortable.Episode recorded on June 30, 2025 (Published on July 15, 2025)In this episode, we cover: ⁠[02:32]⁠ Why proposed tax changes threaten renewables⁠[05:45]⁠ Fossil fuel subsidies vs. renewables support⁠[06:29]⁠ China's rapid clean energy deployment⁠[10:44]⁠ Rooftop solar offsets California's rising demand⁠[12:20]⁠ Home and utility batteries reshaping grid usage⁠[14:40]⁠ Texas grid inefficiencies and renewables progress⁠[18:21]⁠ Combining wind, solar and batteries[19:26]⁠ Land use myths about wind and solar[22:49] Dr. Mark Jacobson's background and research⁠[27:23]⁠ How to phase out existing fossil infrastructure⁠[31:36]⁠ Dr. Jacobson's rejection of carbon capture[36:52] His thoughts on nuclear[42:11] Dr. Jacobson's thoughts on geothermal[46:19] How he sees the next decade unfolding Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

Prukalpa Sankar is the co-founder and CEO of Atlan, a data platform used by organizations like Plaid, NASDAQ and the UN to manage data collaboration at scale. Atlan has raised over $200 million and grown revenue 7x in the last two years.In this episode of World of DaaS, Prukalpa and Auren discuss:AI native company transformationsContext as the foundation for enterprise AIBuilding remote-first cultures globallyThe future of metadata for enterprise Looking for more tech, data and venture capital intel? Head to worldofdaas.com for our podcast, newsletter and events, and follow us on X @worldofdaas.  You can find Auren Hoffman on X at @auren and Prukalpa Sankar on X at @prukalpa.Editing and post-production work for this episode was provided by The Podcast Consultant (thepodcastconsultant.com)

View the WOCN Society's public policy information.View the WOCN Society's members-only online Public Policy Community to engage in communications about legislation, regulation or policy development, access to supplies or services for patients, or quality concerns.If you have questions for Kate or Chris, please email info@wocn.org.Visit the American Nurses Association Public Policy and Advocacy site for additional information and resources.Visit the Alliance of Wound Care Stakeholders site for additional information and resources. About the Speakers:Kate Lawrence, MSN, RN, CWOCN, WOCNF, has had a wonderful career path in nursing. Her journey has included acute care, medical surgical nursing, home care, hospice and over 30 years as a wound ostomy and continence nurse practicing the full WOC scope of practice.Her work in WOC nursing has included acute care in-patient, and the development of a comprehensive wound ostomy and continence service for inpatient, outpatient, and contract entities in a rural Vermont setting. Contracts included subacute care, long-term care, pediatric clinics for special needs, home care and hospice. Currently Kate is the Program Director of wound, ostomy and continence services at the VNA and Hospice of the Southwest Region in Vermont. Her role includes delivery of education, clinical care and consultation in home care, hospice, outpatient, long term care and community care facilities. Kate also serves as the Public Policy Coordinator for the WOCN Society.Chris Rorick, MPH, serves as a Senior Policy Advisor at Polsinelli, and the Director of Government Relations with the WOCN Society. Chris brings 25 years of experience in both state and federal government service and government relations. His focus is on health care and health science policy representing numerous physicians, nursing, and medical research associations. Prior to joining Polsinelli, Chris served in both the state district office and Washington, D.C. office of a U.S. Congressman from Colorado as well a staff member for several Representatives of the Colorado State Legislature.Editing and post-production work for this episode was provided by The Podcast Consultant.

Today's guest is Sara Naison-Tarajano, Global Head of Private Wealth Management Capital Markets and Goldman Sachs Apex. Sara has been at Goldman Sachs for over 25 years, and currently leads a worldwide platform that delivers multi-asset trading, financing, and direct-investment opportunities to some of the firm's largest family offices. In today's episode, Sara runs through her career at Goldman Sachs, and the distinct approach required for family office investing. She explores the unique balance of risk management and growth that helps protect generational wealth, as well as the importance of alternatives in these strategies. Finally, Sara covers networking opportunities, market insights, and the most common challenges that affect family offices. (0:00) Starts (1:53) Sara's role at Goldman Sachs (7:12) Challenges faced by wealthy families (14:02) Concentrated wealth for family offices (23:31) Portfolio strategies and alts (30:40) Asset allocation and educating the next generation (37:39) Insights from Goldman Sachs family office conference (43:18) Risk management and market outlook for 2025 ----- Follow Meb on⁠ X⁠,⁠ LinkedIn⁠ and⁠ YouTube⁠ For detailed show notes, click ⁠here⁠ To learn more about our funds and follow us, subscribe to our ⁠mailing list⁠ or visit us at⁠ cambriainvestments.com⁠ ----- Sponsor:⁠ YCharts⁠ enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial. Follow The Idea Farm: ⁠X⁠ | ⁠LinkedIn⁠ | ⁠Instagram⁠ | ⁠TikTok⁠ ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include ⁠Ed Thorp⁠, ⁠Richard Thaler⁠, ⁠Jeremy Grantham⁠, ⁠Joel Greenblatt⁠, ⁠Campbell Harvey⁠, ⁠Ivy Zelman⁠, ⁠Kathryn Kaminski⁠, ⁠Jason Calacanis⁠, ⁠Whitney Baker,⁠ ⁠Aswath Damodaran⁠, ⁠Howard Marks⁠, ⁠Tom Barton⁠, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out ⁠here⁠!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠). Learn more about your ad choices. Visit megaphone.fm/adchoices

Data-center veteran Kervin Pillay walks us through the coming AI infrastructure boom. Pillay argues the U.S. is about to sink 10x the capital it took to create the Interstate Highway System into new data center capacity, racing toward “hundreds of gigawatts” of compute—each gigawatt-scale campus drawing more power than a major city.  — For a deeper dive into these insights and more, be sure to listen to the full episode of the Onward podcast. Have questions or feedback about this episode? Drop us a note at Onward@Fundrise.com.  Onward is hosted by Ben Miller, co-founder and CEO of Fundrise. Podcast production by The Podcast Consultant. Music by Seaplane Armada.  About Fundrise  With over 2 million users, Fundrise is America's largest direct-to-investor alternative asset investment platform. Since 2012, our mission has been to build a better financial system by empowering the individual. We make it easier and more efficient than ever for anyone to invest in institutional-quality private alternative assets — all at the touch of a button.  Please see fundrise.com/oc for more information on all of the Fundrise-sponsored investment funds and products, including each fund's offering document(s).  Want to see the specific assets that make up and power Fundrise portfolios? Check out our active and past projects at www.fundrise.com/assets.

This is Matt Reustle. Today we are replaying our Breakdown of Patek Philippe. You never own a Patek Philippe. You merely watch over it for the next generation. I'll say it's the best marketing campaign in history, a campaign appropriate for the world's premier watchmaker and a watchmaker worthy of a Business Breakdown. Our guest today is John Reardon from Collectability. John has worked at Sotheby's, the auction house, and spent a decade at Patek Philippe in the early 2000s. He continues to write for Patek Philippe Magazine while he has launched Collectability, a brand dedicated to vintage and preowned Patek Philippe. We cover what makes Patek such a special brand. There is an almost 200-year history in craftsmanship and countless patents (like that self-winding mechanism that powers all automatic watches today.) What Philippe Stern did in 1989 could be worthy of a 10-episode series, so there is much to learn from this episode. Please enjoy this breakdown of Patek Philippe. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @JoinColossus | @zbfuss | @ReustleMatt Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Business Breakdowns (00:02:41) The main differences between Patek Philippe and Rolex   (00:06:32) An introduction to Patek Philippe's brand  (00:08:47) The founding story of the business (00:11:14) Henry Graves and the watches that he made for the brand  (00:16:46) The production process for making a Patek Philippe watch (00:19:56) A look at the 1989 and its importance to the business (00:22:08) The types of people who were interested in the brand and purchasing at auction in 1989 (00:24:41) An overview of the successful marketing campaigns of the 1990s  (00:27:26) Patek's strategy at auctions, embracing both consignment and buying (00:30:38) The general size and scope of the Patek Philippe secondary market (00:32:20) The brand's perspective of the secondary market and whether it affects the way they market new items (00:36:47) John's personal experience working at Patek Philippe  (00:40:36) The company's distribution strategy   (00:43:42) Breaking down the points of sale, branded dealers versus authorized dealers (00:44:29) The mindset behind consolidating dealers and the exclusivity it created as a byproduct  (00:46:22) How the LVMH acquisition of Tiffany has affected Patek Philippe (00:49:18) The potential of Patek Philippe being acquired by another company (00:53:48) Lessons learned from Patek Philippe

My guest today is Caryn Seidman-Becker. Caryn is the Chairman and CEO of Clear. She bought the company out of bankruptcy for $6 million in 2010 and built it into the identity platform millions use in airports and stadiums today. Her Wall Street background investing in Apple, Amazon, and Priceline taught her to recognize when products become platforms, which shaped her vision for Clear as the "definitive secure identity platform" far beyond travel. Caryn shares the gritty early days of literally hunting down hardware in airport storage facilities and rebuilding the entire business from scratch. She embodies an incredible "bias for action." We discuss turning around a business, scaling a platform, and why she believes your face will soon be your key to everything. Please enjoy my conversation with Caryn Seidman-Becker. For the full show notes, transcript, and links to mentioned content, check out the episode page⁠⁠⁠⁠ ⁠⁠⁠⁠here.⁠⁠⁠⁠⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠ Ramp.com/invest⁠⁠⁠⁠⁠⁠⁠⁠ to sign up for free and get a $250 welcome bonus. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠Arcana⁠⁠. Arcana is the world's most advanced portfolio intelligence platform, trusted by institutional investors managing trillions in AUM — including market neutral, long-short, long-only, and capital allocators. Arcana enables portfolio managers, risk teams, analysts, and CIOs to drill into exposures and idio, construct optimal portfolios, and decompose performance at incredible granularity. Visit⁠ ⁠arcana.io⁠⁠ to request a demo and learn more. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠⁠⁠⁠⁠⁠⁠⁠ ridgelineapps.com⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about the platform. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:05:43) The Vision for CLEAR (00:09:08) From Wall Street to CLEAR (00:13:42) The Origins of CLEAR (00:14:23) The Bankruptcy and Rebirth of Clear (00:34:41) Building the Business Model (00:47:46) The Future of Airport Innovation (00:48:33) Investing Insights and Strategies (00:52:17) The Importance of Free Cash Flow (00:55:26) Biometrics and Privacy Concerns (00:59:40) Expanding Clear's Vision (01:04:13) Personal Mission and Genetic Screening (01:12:28) Leadership and Company Culture (01:14:23) Future of Technology and Identity (01:25:38) The Kindest Thing Anyone's Ever Done For Caryn

Amit Gupta is the CEO of Cardlytics (NASDAQ: CDLX), a global commerce media platform that powers rewards programs with card-linked offers and enables brands to strengthen customer loyalty.In this episode of World of DaaS, Amit and Auren discuss:How card-linked offers strengthen customer loyalty Identity resolution and retail mediaCardlytics' view into $5.8 trillion of annual consumer spendingThe limitations of traditional loyalty programsLooking for more tech, data and venture capital intel? Head to worldofdaas.com for our podcast, newsletter and events, and follow us on X @worldofdaas.  You can find Auren Hoffman on X at @auren and Amit Gupta on LinkedIn. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

In this episode of BioTalk, Rich Bendis welcomes Dr. Helen Sabzevari, President and CEO of Precigen, to discuss the company's cutting-edge science in gene and cell therapy. Dr. Sabzevari shares how Precigen's unique AdenoVerse® platform has powered the development of PRGN-2012, a potential first-in-class therapeutic currently under FDA priority review for the treatment of adults with recurrent respiratory papillomatosis (RRP), a rare and devastating disease. She also highlights advances across Precigen's broader pipeline in immuno-oncology and autoimmune disease and reflects on how Maryland's BioHealth Capital Region has supported the company's innovation and growth.   Editing and post-production work for this episode was provided by The Podcast Consultant.   Dr. Helen Sabzevari is the President and CEO of Precigen, Inc., and a leading expert in immunotherapy-based therapeutics. She previously served in executive roles at Compass Therapeutics and Merck KGaA/EMD Serono, where she advanced numerous immuno-oncology programs. Dr. Sabzevari began her career at the National Cancer Institute and has been widely recognized for her leadership and scientific contributions, including honors from NIH, SITC, and Forbes.

Today's guests are Dan Rasmussen, founder of Verdad Advisers, and D.A. Wallach, a venture capital investor for Time BioVentures and an acclaimed recording artist. Pharrell Williams discovered D.A.'s band Chester French and signed the group to Interscope Records. In today's episode, Dan & D.A. discuss the current state of biotech, the impact of AI on healthcare, and the role of innovative treatments in transforming patient care. The three also touch on the shifting narrative of private equity, tax strategies, venture capital returns, and much more. (0:00) Starts (1:02) D. A.'s journey from musician to investor (7:30) Dan on the state of biotech (19:14) Opportunities and challenges in healthcare and biotech (33:16) Private equity market dynamics (41:30) Public vs. private markets and venture capital returns analysis (59:54) Opportunities in international markets (1:09:00) Tax strategies (1:16:39) Potential biotech investments (1:19:00) Global investment trends ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

Today, we are revisiting my conversation with Haseeb Qureshi, managing partner at Dragonfly Capital. From making millions through poker before the age of 21, to going viral for an article on negotiation, to being hired personally by Naval Ravikant to be a crypto VC, Haseeb's life could be a Netflix movie. We dive into that backstory and all he's learned about the relationship between work, money, and happiness. We also talk about the Bitcoin ETF, Dragonfly Capital, his biggest miss as a VC, and how he approaches investing today. Please enjoy this fascinating and wide-ranging conversation with Haseeb Qureshi. For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- This episode is brought to you by 10 East. 10 East is a platform where qualified investors can co-invest on a deal-by-deal basis across private equity, private credit, real estate ventures, and other one-off opportunities typically unavailable through traditional channels. It's no surprise that founders, executives, and portfolio managers from leading investment firms are using 10 East to diversify their personal portfolios. Their level of sourcing and diligence is institutional grade. To learn more, check out 10east.com. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes: (00:00:00) Welcome to Making Markets (00:01:27) First question - Haseeb's stance on the current developments in the crypto world (00:04:26) Whether the established precedent for Bitcoin ETF negates the need for further court cases (00:10:50) Advantages of trading ETFs over traditional assets and whether it could entice large institutions into cryptocurrency trading (00:15:16) Haseeb's background in poker and the Portuguese prodigy story (00:24:10) Comparing fulfillment earning wealth between poker playing and trading in crypto (00:28:10) Patterns of disillusionment in people who make significant wealth in crypto (00:38:15) How Haseeb's experience as a founder shaped his perspective on venture capital (00:46:42) How Haseeb first got together with Naval Ravikant (00:54:24) The initial vision for launching Dragonfly (00:58:55) How common it is for founders to relocate to other countries for crypto-related ventures (01:01:21) The size and scope of Dragonfly today and the acquisition of Metastable (01:09:01) Navigating the challenge of not second-guessing decisions (01:14:01) The challenges the industry has had with consumer adoption, particularly in cases like NBA Top Shot and Keone (01:21:31) Where Haseeb thinks the crypto market is currently in the cycle Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with someone who has successfully built a wealth solutions business tailored to her firm's unique strengths, expertise, and investment track record.Martina Sanow is a Partner and Head of Hg Wealth, where she is focused on building the firm's wealth solutions offering built out of the $85B AUM firm, Hg, that invests in enterprise software.Hg, one of the top 10 largest PE firms globally based on the PEI 300 ranking, has built an impressive investment engine focused mission-critical enterprise software companies. The firm has built a portfolio that is a “transatlantic ecosystem of software and services businesses” — representing over $180B in collective enterprise value across its 55 portfolio companies.Martina has been at the firm for almost 16 years. She has been an integral part of building the firm into what it is today, helping Hg grow from $2B in AUM to $85B in AUM, previously as Deputy COO and now building the Hg Wealth business. Hg's first wealth offering, Fusion, its flagship evergreen fund that provides access to non-US investors to Hg's private equity funds and co-investment opportunities, has exceeded $1B in NAV just 12 months after its launch.Martina is thoughtful, strategic, and long-term oriented when it comes to building a solution that amplifies Hg's strengths and resonates with the wealth channel. We had a fascinating discussion about how a scaled specialist like Hg can stand out in the wealth channel, unpacking the essence of who Hg is as a firm and how they've expressed who they are as they've built their wealth business.We covered:Hg's evolution as a firm.Why Hg focuses on mission-critical enterprise software companies and why it's a compelling investment thesis.Building a wealth business that fits the mission, ethos, and strategy of the firm.Understanding the complexity of evergreen funds.How Martina and team think about managing dealflow and investor demand in their Fusion fund.Learnings applied from HgTrust, the publicly listed UK investment trust, to figuring out how to educate and build brand in the wealth channel.Why does ownership structure matter when it comes to building a wealth business? How being privately owned informs how Hg builds their wealth business.Why Europe, why now?Thanks Martina for coming on the show to share your wisdom and expertise at the intersection of enterprise software, private equity, and private wealth.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction and Message from Ultimus, our Sponsor01:55 Welcome to the Podcast01:58 Introducing Martina Sanow04:36 Martina's Background and Experience05:10 Hg's Specialization in Software05:57 Building a Team and Culture06:54 Importance of Cognitive Diversity07:26 Building a Diverse Team09:28 Innovating in Wealth Business10:14 Hg's Strategic Mindset11:51 Hg's Entrepreneurial Journey12:00 Maintaining Entrepreneurial Culture13:10 Specialization in B2B Software14:47 Focus on DPI and Cash Back16:17 Criteria for A-Quality Businesses16:58 Investing in Mission Critical Software18:11 Visma Case Study19:23 Challenges and Opportunities in Europe33:13 Evergreen Structures: Impact on Investment Teams33:44 Balancing Capital Raising and Deal Flow34:13 Investment Strategies and Allocation34:54 Managing Subscriptions and Demand35:53 Balancing Wealth and Institutional Demand36:06 Privately Owned Firm Benefits36:37 Realization Committee and Evergreen Structures37:52 Long-Term Company Partnerships39:11 Liquidity Management Challenges39:55 Investor Strategies for Evergreen Funds41:40 Institutional Adoption of Evergreen Funds42:48 Evolution of Institutional Mindset43:26 Retail vs. Wealth Investors44:01 Listed Trust and Wealth Business Insights45:54 Building the Wealth Business47:29 Strategic Importance of Wealth Capital48:54 Innovation in Wealth Management49:28 Partnerships and Holistic Solutions50:58 Future of Wealth Management Products52:44 Brand Building and Education55:00 Software as a Core Investment56:19 Community and Founder Investments59:28 Value Creation and Network Benefits01:00:15 Portfolio Synergies and Acquisitions01:01:36 Concluding Thoughts and Favorite InvestmentsEditing and post-production work for this episode was provided by The Podcast Consultant.

This is Matt Reustle. Today's episode looks a little different. We are exploring whether podcasts can be a source of investment alpha, sparked by a Wall Street Journal article about portfolio manager Steve Cher's success mining podcast transcripts for Millennium Management. I analyze performance data from over 200 companies covered on Business Breakdowns since 2021, revealing that while the overall "podcast portfolio" has lagged the S&P 500, individual standouts like AppLovin (540% outperformance) and General Electric (300%+ gains) tell a more compelling story. I examine momentum patterns, discuss both winners and losers, and share insights on using podcasts for investment pattern recognition rather than direct stock picks. The episode concludes with practical thoughts on how podcast insights can serve as an educational starting point for business research and understanding. For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠⁠⁠ ⁠here⁠⁠⁠⁠. —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit⁠⁠⁠⁠ joincolossus.com/episodes⁠⁠⁠⁠. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠). Show Notes (00:00:00) Welcome to Business Breakdowns (00:00:52) Special Episode on Alpha (00:02:11) Exploring Investment Insights (00:02:50) Performance Analysis of Featured Companies (00:04:16) Top Performers and Key Takeaways (00:06:56) Underperformers and Lessons Learned (00:10:10) Future Episodes

My guest today is Jens Grede. Jens is the co-founder and CEO of Skims, the shapewear and clothing brand he co-founded with his wife Emma Grede and Kim Kardashian. Our conversation left my head spinning. Jens has this remarkable ability to be both creative and commercial. He puts brilliant frameworks into plain terms and knows consumer like the back of his hand. Jens explains how pop culture is the only remaining hack to the consumer economy in our fragmented media landscape and describes today's cultural shift as "clamoring for comfort" in uncertain times. We discuss individual voices trumping institutions, moving at the speed of culture rather than corporate planning cycles, and why big brands will increasingly win. Please enjoy this fascinating discussion with Jens Grede. For the full show notes, transcript, and links to mentioned content, check out the episode page⁠⁠⁠ ⁠⁠⁠⁠here.⁠⁠⁠⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠ Ramp.com/invest⁠⁠⁠⁠⁠⁠⁠ to sign up for free and get a $250 welcome bonus. – This episode is brought to you by⁠⁠⁠⁠ AlphaSense⁠⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠⁠⁠⁠⁠⁠⁠ ridgelineapps.com⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about the platform. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:05:18) The Power of Pop Culture in Business (00:09:28) The Role of Individuals vs. Institutions (00:11:27) Cultural Shifts: From Hip Hop to Country (00:18:36) The Resurgence of Fallen Brands (00:24:33) The SKIMS Origin Story (00:33:42) Building a Strong Product and Brand (00:36:14) The Partnership with Kim Kardashian (00:49:18) Effective Content Creation in Popular Culture (00:50:55) Decision Making in Real-Time (00:51:35) Leveraging Popular Culture for Brand Success (00:57:28) The Role of Networks and Individual Voices (01:14:38) The Future of Status and Digital Influence (01:16:20) Investing Insights and Long-Term Views (01:20:39) Scaling SKIMS and Future Plans (01:23:52) Reflections on Entrepreneurship and Personal Growth (01:29:49) The Kindest Thing Anyone Has Ever Done For Jens

Fabrice Grinda is the co-founder and managing partner of FJ Labs, a venture capital firm that has invested in over 1,200 startups with more than 350 exits, including early investments in Alibaba, Flexport, and Delivery Hero. He previously built and sold three companies as CEO: Aucland (one of Europe's largest auction sites), Zingy (mobile media startup sold for $80M), and OLX (global classifieds platform operating in 90+ countries with 150M+ monthly users, acquired by Naspers).In this episode of World of DaaS, Fabrice and Auren discuss:Curiosity-driven investing and founder assessmentDiversified portfolios vs concentrated strategiesSecondary sales and exit strategiesAI tools transforming investment researchLooking for more tech, data and venture capital intel? Head to worldofdaas.com for our podcast, newsletter and events, and follow us on X @worldofdaas.You can find Auren Hoffman on X at @auren and Fabrice Grinda on X at @fabricegrinda.Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

On this inspiring episode of WOCTalk, we sit down with Dr. Charleen Singh, Founder and Program Director, and Annie Ocampo, Philippines Liaison, for the International Wound Ostomy Continence Nursing Education Program (IWOCNEP) to explore the growing global reach of the Wound, Ostomy, and Continence (WOC) nursing specialty through IWOCNEP. IWOCNEP is a WOCN Society Accredited WOC Nursing Education Program whose philosophy is to build a supportive and collaborative community that utilizes innovation to disseminate the unique body of wound, ostomy, continence nursing knowledge to improve quality of life across the globe. Tune in as they discuss the unique challenges, cultural insights, and life-changing outcomes of international WOC education—along with firsthand stories from the field, the importance of collaboration, and how WOC nurses everywhere can support this global initiative.Episode Resources:To learn more about the International Wound Ostomy Continence Nursing Education Program (IWOCNEP), click here.Click here to email IWOCNEP for additional information, ask questions about how to get involved, or to find out if you qualify for a full or partial scholarship.Lectures for each specialty are offered throughout the year using video technology.Clinical residency is hosted in Ho Chi Minh City Vietnam or Iloilo Philippines.Minimum requirements for the program include Bachelor's of Science in Nursing and 2 years of medical-surgical nursing.Interested in becoming a WOC Nurse? To find WOC Nursing Education Programs accredited by the WOCN Society, click here. About the Speakers:Charleen Singh, PhD, MBA, MSN/ed, FNP-BC, CWOCN, WOCNF, CNE, RNDr. Charleen Singh is the founder and program director of the International WOCNEP a non-profit bringing wound ostomy continence education to nurses in South Asia partnering with the University of Medicine and Pharmacy at Ho Chi Minh and the Central Philippines University. She is the co-founder, co-director of the San Jose State Wound Ostomy program.She offers more than 25 years of nursing experience which spans across countries, ages, health issues and practice.Currently she is the program director of the DNP-FNP program at the University of California Davis Betty Irene Moore School of Nursing. Education of nurses, future nurses, improving patient outcomes and applying evidence-based practice are a few of her passions.Annielyn Ocampo, MSN, RN, CWOCNAnnielyn Ocampo, MSN, RN, CWOCN has been a member of the WOCN Society for 20 years. She works as the Wound, Ostomy, Continence Nurse Specialist at Cedars-Sinai Medical Center. Her educational background includes: University of Nebraska Medical Center (UNMC), Nebraska – Master of Science in Nursing, Leadership/ Administration Program, May 2017; Emory University, Georgia – Graduate of Wound, Ostomy and Continence Nursing Program, September 2006; University of Perpetual Help of Rizal, Philippines – Bachelor of Science in Nursing, March 1992.Annie is the Philippines Liaison for the International WOCNEP and currently serves as a Director on the WOCN Society's National Board of Directors.Editing and post-production work for this episode was provided by The Podcast Consultant.

Suvi Sharma is the CEO and Co-Founder at SOLARCYCLE. SOLARCYCLE is an emerging leader in the nascent category of solar panel recycling. The astounding ramp of solar panels deployed across the world rivals almost any technology adoption curve in history, and it's far from over. There were only five gigawatts of solar deployed globally between 2000 and 2005. By the end of 2025, a mere 20 years later, there will be around 2,000 gigawatts of solar deployed globally, and the growth is expected to continue to be exponential. That's billions and billions of panels that collectively make up a few hundred thousand square miles of space. And given the rate of installation, most of these panels are early in their expected lifespans. So, what happens when they do hit the end of life? Surely they aren't going to just be landfilled, right? Right? That's what Suvi's here to about. In this episode, we cover: ⁠ [01:16]⁠ Solar panel deployment vs. end-of-life lag⁠[03:40]⁠ Billions of panels, billions of square feet⁠[05:11]⁠ 1.2B panels produced annually—set to triple⁠[07:06]⁠ Why is now the time to build recycling⁠[08:36]⁠ Who's responsible for end-of-life? Developers[9:36] Federal and state regulatory requirements⁠[10:46]⁠ Why landfilling is harder than it looks⁠[12:44]⁠ What makes solar panels tough to recycle⁠[14:01]⁠ The high-value metals: silver, copper, aluminum⁠[16:17]⁠ How SOLARCYCLE's proprietary process works[18:01] The company's customer base⁠[19:18]⁠ Over 1M panels recycled in 2024⁠[20:44]⁠ Future opportunities in solar + storage recycling[21:57] SOLARCYCLE's funding to date[24:55] Commodity markets for recycled materials[26:39] What's holding back growth for panel recycling[30:05] SOLARCYCLE is hiring⁠[33:54] Panels as feedstock materials for domestic manufacturingEpisode recorded on May 22, 2025 (Published on June 30, 2025) Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

Today's guest is Victor Haghani, founder and CIO of Elm Wealth, which focuses on managing wealth with an emphasis on diversification, low fees, and tax efficiency. He's also the author of The Missing Billionaires: A Guide to Better Financial Decisions. In today's episode, Victor explores the Crystal Ball challenge, and how position sizing can be even more important than knowing tomorrow's news headlines. He also addresses the role of disciplined asset allocation in investment strategy, and how foreign stocks might stack up against US equities going forward. Finally, Victor touches on the relationship between expected return, fair value, and mean reversion, and whether or not the markets have a fair value at all. (0:00) Starts (1:45) Introduction of Victor Haghani (2:01) "Tomorrow's Newspaper Today" study (11:46) The Merton share (19:34) Elm Wealth's asset allocation strategy (24:02) Behavioral and tax implications in investing (39:19) Market timing models (56:01) Consumer behavior and Roth IRA conversions (1:02:05) Macro & mean reversion (1:06:08) Victor Haghani's most memorable investment ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial. Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

 This is Zack Fuss. Today, we are breaking down Nexstar Media Group. Nexstar controls more local television stations than any other company in the US. This industry has experienced substantial consolidation, which has reshaped itself over the past decade and ultimately culminated in the emergence of businesses like Nexstar as the preeminent station group outside of the Big Four.  My guest today is Simeon McMillan, founder of media-focused research firm Accrued Interest. He's held roles as a banker and executive within prominent television, cable, and radio businesses, including Univision Networks and Media Co. In this discussion, we will examine the foundational structure of the broadcast television industry, tracing its evolution from the pre-Internet hub-and-spoke model of the major networks, NBC, CBS, ABC, and Fox. Simeon breaks down the revenue streams that sustain this ecosystem and how subscriber fees from multi-channel video programming distributors like YouTube TV and Comcast cable are distributed among the networks and their affiliates. We also address the impact of cord-cutting on subscribers and how those viewership metrics impact pricing power within the television ecosystem. Please enjoy this Breakdown of Nexstar Media. For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠⁠⁠ ⁠here⁠⁠⁠⁠. —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit⁠⁠⁠⁠ joincolossus.com/episodes⁠⁠⁠⁠. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠). Show Notes (00:00:00) Welcome to Business Breakdowns (00:00:41) Simeon McMillan's Background in Media (00:02:48) Understanding the Broadcast Television Industry (00:04:15) The Evolution and Structure of Broadcast Networks (00:08:12) Revenue Streams and Financial Dynamics (00:14:26) Nexstar Media Group: Growth and Acquisitions(00:21:34) Financial Profile and Revenue Streams (00:32:35) Challenges and Future of Broadcast Television (00:47:15) Capital Allocation and Strategic Insights (00:53:01) Key Lessons from Nexstar

My guests today are Alex Pall and Drew Taggart, who you might know as The Chainsmokers. We explore their fascinating evolution from scrappy DJs to global superstars to serious venture capitalists with their fund Mantis. Drew and Alex share how the same high-touch, relationship-driven approach that built their music empire now defines their investment philosophy. Their framework for backing founders mirrors their artistic process: they invest in obsessive individuals who will pursue their vision regardless of external validation, much like how they've remained authentic to their sound despite industry pressures. We discuss parallels between creative iteration in music and venture investing, particularly around managing failure, maintaining intentionality in an age of abundance, and the importance of taste as a differentiating factor. Please enjoy this fascinating discussion with The Chainsmokers, Alex Pall and Drew Taggart.  For the full show notes, transcript, and links to mentioned content, check out the episode page⁠⁠ ⁠⁠⁠⁠here.⁠⁠⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠ Ramp.com/invest⁠⁠⁠⁠⁠⁠ to sign up for free and get a $250 welcome bonus. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠⁠⁠⁠⁠⁠ ridgelineapps.com⁠⁠⁠⁠⁠⁠⁠ to learn more about the platform. –  This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠ ⁠Arcana⁠. Arcana is the world's most advanced portfolio intelligence platform, trusted by institutional investors managing trillions in AUM — including market neutral, long-short, long-only, and capital allocators. Arcana enables portfolio managers, risk teams, analysts, and CIOs to drill into exposures and idio, construct optimal portfolios, and decompose performance at incredible granularity. Visit ⁠arcana.io⁠ to request a demo and learn more. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:06:16) The Creative Process Behind Songwriting (00:07:33) Exploring the Emotional Depths of Music (00:11:50) Navigating the Music Industry and AI (00:17:45) The Importance of World Building in Music (00:21:27) Finding Your Creative Itch (00:35:04) The Chainsmokers' Journey and Work Ethic (00:40:37) The Business Side of the Chainsmokers (00:45:43) Venturing into Tech and Investments (00:51:39) The Evolution of Mantis (00:53:11) Overcoming Celebrity Investor Stereotypes (00:55:20) Supporting Founders Like Record Labels (00:57:26) The Art of Collaboration (01:04:02) The Grind to Success (01:13:49) Investing Insights and Evolution (01:26:39) The Kindest Thing Anyone Has Ever Done for Drew and Alex

Rabbi David Wolpe is the emeritus rabbi of Sinai Temple in Los Angeles, one of the largest synagogues in the United States. He is a bestselling author of eight books on faith and spirituality and has been named one of the most influential rabbis in America.In this episode of World of DaaS, David and Auren discuss:AI rabbis and digital therapyLab grown meat and kosher lawsConsciousness uploading and digital soulsFertility rates and collective meaningLooking for more tech, data and venture capital intel? Head to worldofdaas.com for our podcast, newsletter and events, and follow us on X @worldofdaas.  You can find Auren Hoffman on X at @auren and Rabbi Wolpe on X at @RabbiWolpe.  Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Haakon Brunell is the CEO and Co-founder of Carbon Crusher, a Norwegian company turning traditional road construction on its head. Carbon Crusher refurbishes existing roads using bio-based binders and on-site recycling to create carbon-negative, cost-effective, and more durable infrastructure. In this episode, Haakon shares how their "Crushing-as-a-Service" model and SkyRoads AI platform reduce emissions, increase road longevity, and drive down costs. He explains why roads are both a climate problem and a climate opportunity—and how Carbon Crusher plans to sequester a gigaton of CO₂ by 2035.MCJ is an investor in Carbon Crusher, having participated in the company's seed round back in 2022 when it emerged from Y Combinator. Guest hosting for the first time on this episode is MCJ Partner, Thai Nguyen. Enjoy the show! In this episode, we cover: [02:23] Launching Carbon Crusher out of Y Combinator[05:22] An overview of Carbon Crusher[06:15] Roads as a climate problem and carbon sink opportunity[08:21] Emissions from traditional road refurbishment[09:41] Carbon Crusher's 3 pillars: crushing, bio-binders, and AI platform[12:52] Why roads are now stronger, cheaper, and greener[14:14] Customer mindset in a conservative industry[17:49] Origin story from winter-damaged roads in Norway[21:12] Performance in both cold and hot weather climates[22:53] Customers include cities, counties, and private road owners[26:12] SkyRoads AI helps digitize and plan road maintenance[28:45] Challenges: regulation and conservative decision-making[30:53] Vision: sequestering a gigaton of CO₂ by 2035Episode recorded on May 13, 2025 (Published on June 23, 2025) Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

Today's guests are Rob Arnott, founder and Chairman of the board of Research Affiliates, and Campbell Harvey, Head of Research at Research Affiliates and Professor of Finance at the Fuqua School of Business at Duke University. In today's episode, Rob and Cam touch on the state of value investing in a megacap dominated market, emphasizing the potential consequences of large scale passive investing. They also touch on the rapid change presented by AI, what it may be capable of, and its impacts on how we should view investing. Finally, they address the global investing environment and macro trends, instability, and the role of government in changing world markets. (0:00) Starts (1:46) Introduction of Rob Arnott & Cam Harvey (7:35) Passive investing risks (14:22) The opportunity in small caps and foreign markets (24:22) Similarities between today & the Dot-Com era (34:43) REITs, gold and investor sentiment (47:14) Government spending & US national debt concerns (1:03:27) US debt service, defense spending, and financial crisis risks (1:05:09) Cam on the inverted yield curve (1:08:09) Closing remarks and listener feedback ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor:⁠ YCharts⁠ enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial. ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

My guest today is Sid Malladi, founder of Novo. Behind every product, from wine to lumber to steel, is a complex web of B2B relationships, built slowly, at high cost, and constrained by risk. Novo aims to change that by building a digital network that accelerates onboarding, visibility, and trust. In this conversation, Sid takes us through that journey. We discuss the frictions that define B2B trade, the cold-start challenge of building a network from scratch, and how Novo approaches trust like a FICO score for businesses. We also explore the broader macro forces shaping supply chains today, from tariffs to AI, and why the most resilient companies are those creating deeper, more flexible webs of trade relationships. For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Making Markets (00:01:04) Introduction to Novo and B2B Trade (00:03:05) Challenges in B2B Trade Partnerships (00:08:16) Novo's Digital Network Solution (00:11:19) Scaling and Network Effects (00:17:14) Operational Efficiency and Revenue Growth (00:19:19) Macro Forces and Technology Adoption (00:24:38) Consumer vs. B2B Dynamics (00:24:58) Credit Networks and Margins (00:25:59) Building Private Networks (00:26:51) Early Discoveries and Business Models (00:28:02) The Role of Centralized Data (00:31:11) Risk Management in B2B Trade (00:31:51) Novo's Approach to Risk and Visibility (00:35:11) Integrating with Government and Private Systems (00:38:04) Challenges and Opportunities in Trade Networks (00:43:27) Adapting to Market Volatility (00:46:42) Future Plans and Expansion (00:49:09) Industry Outlook Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of BioTalk, Lara Mangravite, PhD, Executive Director of Digitalis Commons, joins the conversation to explore how scientific research is shifting in the U.S.—from centralized, institutional models to a more decentralized, innovation-driven landscape. She shares the mission of Digitalis Commons and explains how the organization is working at the intersection of technology, research, and public good to address systemic barriers in health and healthcare. Drawing from her recent article, "Notes on Catalyzing Health," Lara discusses the growing role of independent research institutions, the challenges of fragmentation, and why this moment calls for new leadership models and public-interest partnerships that can drive coordinated, high-impact solutions. Editing and post-production work for this episode was provided by The Podcast Consultant. Lara Mangravite, PhD, is Executive Director at Digitalis Commons, a nonprofit organization developing scalable, frontier-advancing solutions to critical problems in health. She previously served as President of Sage Bionetworks, where she led initiatives to build and share multi-modal human data for biomedical research. Lara earned her BS in Physics from Pennsylvania State University, her PhD in Pharmaceutical Chemistry from the University of California, San Francisco, and completed a postdoctoral fellowship in cardiovascular pharmacogenomics at the Children's Hospital Oakland Research Institute.

 This is Matt Reustle. Today we are breaking down EQT, the Swedish global investment organization. Right off the top, I need to mention our guest today, Sean Barrett, who couldn't have been more perfect for this breakdown. Sean has been investing in the Alts since Blackstone christened this asset class just over a decade ago. Sean is the founder of Counter Global, and alt investing is ingrained in its DNA. We cover the massive, yet lesser-known EQT, the Wallenberg family ties, and how this business has continued to generate returns at scale. Beyond the EQT conversation, you are going to get a masterclass on Alts investing. Please enjoy this Breakdown of EQT. ⁠⁠⁠Subscribe⁠⁠⁠ to Colossus Review For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠⁠ ⁠here⁠⁠⁠. —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit⁠⁠⁠ joincolossus.com/episodes⁠⁠⁠. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠). Show Notes (00:00:00) Welcome to Business Breakdowns (00:01:38) Complexities of Alternative Asset Management (00:04:27) Understanding EQT: A Thematic Private Markets Investment Manager (00:06:36) The Wallenberg Legacy and EQT's Origins (00:11:54) EQT's Differentiation and Investment Strategy (00:20:36) Leadership and Succession Planning at EQT (00:25:15) Regulatory Environment and Strategic Focus (00:31:15) EQT's Private Equity and Asia Strategies (00:37:39) EQT's Strategic Use of M&A (00:39:49) EQT's Infrastructure Business (00:42:01) EQT's Real Estate Business (00:45:28) Innovative Exit Strategies (00:49:08) Fundraising Success and Future Prospects (00:59:31) Financial Model and Valuation (01:06:46) Key Risks and Opportunities (01:16:15) Lessons from EQT

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with someone who is running the long race — in investing and in running.We sit down with prolific long distance runner, Blue Owl Capital's Ivan Zinn, who has been a pioneer in alternative credit and asset-based finance.Ivan has had a long career in private credit. He started at DLJ before joining Leonard Green & Partners and Highbridge Capital. He then joined HBK before founding pioneering private credit firm Atalaya Capital Management, where he was also the CIO. Ivan and team grew Atalaya to over $10B in AUM from 2006 to 2024 before being acquired by Blue Owl Capital for $450M (and $800M with earnouts).As part of the transaction, Ivan became Managing Director at Blue Owl and is the Head of Alternative Credit, where the firm is now expanding its footprint due to Atalaya's expertise. Ivan is as prolific outside of the office as he is in it — he is a long distance runner, running 100 mile races, and was a NCAA All-American tennis player, which comes as no surprise given the discipline, focus and expertise required to excel at the activities he's done throughout his career in work and sport. He's also a Board member of the USTA Foundation.Ivan and I had a fascinating conversation about the evolution of private credit and the growth of asset-based finance. We discussed:How and why ABF has grown within the private credit ecosystem.ABF's market structure and a “trip down main street.”The potential size of the ABF market.Why moving assets off bank balance sheets can help the financial system.Why private credit is a data rich asset.Where ABF fits in a portfolio.Why consumer credit is potentially misunderstood within private credit.Thanks Ivan for coming on the show to share your wisdom and expertise on private credit and ABF. Good luck to anyone keeping up with you on a long run though!You can also see a recent Q&A with Ivan about private credit and ABF on AGM here.Subscribe to Alt Goes Mainstream to receive the weekly newsletter every Sunday and all of AGM's podcasts.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction and Message from our Sponsor, Ultimus01:57 Introducing Ivan Zinn03:49 Parallels Between Running and Business05:32 Early Days of Private Credit06:52 Post-GFC Changes in Private Credit07:31 Evolution of Atalaya's Business Model08:21 Growth of Asset-Based Finance09:38 FinTech's Role in Private Credit11:09 Importance of Stable Capital Sources21:09 Concentration Risks in Private Credit22:27 Defining Asset-Based Finance (ABF)22:53 Different Flavors of ABF27:43 Investor Exposure and Risk in Private Credit29:46 Direct Lending vs. Public Credit36:02 Consumer Credit and Perceived Risks37:36 Debunking the Cyclical Perception of Credit Risk38:22 The Utility of Credit Cards During Financial Crises38:44 The Resilience of ABS and Diversified Portfolios39:07 The Role of Data Science in Credit Analysis39:32 Surviving the GFC: A Benchmark for Credit Pools39:53 Diversification in ABF and Private Credit40:48 Selective Approach to Consumer Credit41:36 The Importance of Manager Selection in Credit Investing42:11 Private Market Transactions and Large Announcements42:40 The Journey from Atalaya to Blue Owl43:25 Challenges in Institutional Fundraising and Capital Formation44:20 The Need for Diverse Capital Sources45:43 Integration and Cultural Fit with Blue Owl46:16 The Role of Data Science and Innovation in Credit50:22 The Wealth Channel and Private Credit50:50 Private Credit as a Fixed Income Replacement52:34 Transparency and Market Structure in Private Credit55:55 Educating Investors on Private Credit57:48 The Evolution and Adoption of ABF01:00:15 The Growth of Private Credit Market01:01:28 Challenges and Opportunities in Private Credit01:03:45 The Importance of Scale in Credit Investing01:04:28 Vertical Integration in Financing01:05:26 Relentless Forward Progress in Credit Investing01:06:31 Memorable Investments and Risk-Reward Balance Editing and post-production work for this episode was provided by The Podcast Consultant.

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 contrarian take on today's market, arguing that consumer internet represents significant opportunity while most investors chase SaaS and AI deals. We discuss investing in new technology versus commercialization, TCV's evolution from cold-calling to AI-powered sourcing of 11 million companies, and their three-person unanimous investment committee structure. Please enjoy my conversation with Jay Hoag.  For the full show notes, transcript, and links to mentioned content, check out the episode page⁠ ⁠⁠⁠⁠here.⁠⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠ Ramp.com/invest⁠⁠⁠⁠⁠ to sign up for free and get a $250 welcome bonus. – This episode is brought to you by⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠⁠⁠⁠⁠ ridgelineapps.com⁠⁠⁠⁠⁠⁠ to learn more about the platform. –  This episode is brought to you by⁠⁠⁠⁠ AlphaSense⁠⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:05:18) Market Conditions and Investment Opportunities (00:06:57) Consumer Internet Businesses and AI (00:09:04) Technology Commercialization Challenges (00:11:30) Public vs. Private Market Dynamics (00:15:32) Growth Investing and Competitive Dynamics (00:22:34) History and Resilience of TCV (00:26:32) Understanding the Firm's Investment Lifecycle (00:27:06) Evolution of Sourcing Strategies (00:28:33) The Role of Data Intelligence in Sourcing (00:29:41) Internal Investment Process at TCV (00:34:31) Challenges and Strategies in Long-term Investments (00:41:15) Reflections on the Investment World (00:43:48) Personal Insights and Final Thoughts

This week's guest is Samuel Sonning, a Swedish computer scientist, former Google engineer, and founder of NoctieAI—a user-friendly chess platform featuring rating tests and bots designed to play like humans. In our conversation, Samuel discusses his unique improvement philosophy as an adult learner, including how memorizing famous games helped him build intuition and visualization skills. A passionate player himself, many of Sam's ideas have directly shaped NoctieAI, which offers immediate move feedback and personalized flashcards based on individual mistakes. We also explore the broader state of machine learning as it relates to chess. Samuel has been fascinated by this intersection since the days of Kasparov vs. Deep Blue, but while he still sees great potential in AI-assisted chess learning, he no longer views chess as the leading edge of AI development. This was a fascinating conversation, and I'm excited to follow NoctieAI's continued evolution. Thanks to our sponsor, Chessable.com! If you sign up for Chessable Pro in order to unlock discounts and additional features, be sure to use the following link: https://www.chessable.com/pro/?utm_source=affiliate&utm_medium=benjohnson&utm_campaign=pro And you can check out their new offerings here: https://www.chessable.com/courses/all/new/ https://www.perpetualchesspod.com/partners 0:00- What has been Sam's approach to chess improvement? Mentioned: EP 383 with Dan Bock 08:00- Why did Sam decide to develop Noctie such that it gives immediate feedback on your moves, rather than after your games?   12:00- When did Sam start playing tournament chess?  15:00- Why did Sam choose memorizing master games as a favorit-  approach to chess improvement? 19:00- How to overcome rating anxiety  Mentioned: Sam's Blog post-  https://noctie.ai/chess/how-not-to-get-better-at-chess/ 24:00- Why does NoctieAI offer both rating level tests and non-numeric titles such as “Knight 3?”  27:00- What does Sam do to make NoctieAI play in a more human-like fashion?  31:00- Patreon mailbag question: “What new paradigms could still be coming from chess engines?”  34:00- What sparked Samuel's interest in computers and chess?  37:00- Should chess still be considered an effective testing ground for AI development writ large, or has broader AI development caught up with the chess world?  40:00- Why is ChatGPT terrible at games like poker and chess? Mentioned:  Nate Silver's blog post: https://www.natesilver.net/p/chatgpt-is-shockingly-bad-at-poker Jen Shahade's blog post: https://jenshahade.substack.com/p/chatgpt-is-weirdly-bad-at-chess 47:00- How is the business of NoctieAI doing?  52:00- Sam's favorite chess books and content creators Mentioned: Jeremy Silman, Shereshevsky's Endgame Strategy, ChessNetwork  Thanks to Samuel for joining us! The best way to reach him is via NoctieAI. https://noctie.ai/ If you would like to help support Perpetual Chess via Patreon, you can do so here: https://www.patreon.com/c/perpetualchess Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit podcastchoices.com/adchoices

Cully Cavness is the co-founder, president, and COO of Crusoe, an energy-first AI infrastructure company. In this live episode recorded in Austin, Texas, Cully shares how Crusoe evolved from capturing flared gas for Bitcoin mining to becoming a leading developer of hyperscale data centers. He discusses the company's pivotal role in Project Stargate—a $500B AI infrastructure effort led by OpenAI, SoftBank, and Oracle—and how Crusoe is building a 1.2 gigawatt data center campus in Abilene, Texas. Cully reflects on the decision to divest its original Bitcoin business, the company's vertical integration strategy, and how energy abundance will shape the future of AI. In this episode, we cover: ⁠[00:24]⁠ An overview of Crusoe ⁠[01:08]⁠ Its role in Project Stargate and Abilene data center⁠[03:41]⁠ Shift from outbound to inbound interest⁠[06:17]⁠ Company pivots and existential startup bets[09:09]⁠ Sale of Bitcoin mining business to NYDIG[11:40]⁠ Flared gas capture and climate impact overview⁠[14:57]⁠ From digital flare mitigation to stranded wind use⁠[17:27]⁠ Cully's personal energy background and worldview⁠[22:14]⁠ Why AI could drive climate and fusion breakthroughs⁠[25:47]⁠ Details of the 1.2 GW Abilene campus for Oracle⁠[36:42]⁠ 3,500 skilled trades supporting data center build⁠[44:42]⁠ Natural gas as a bridge fuel + CCS investmentsEpisode recorded on June 10, 2025 (Published on June 17, 2025) Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

About the Speakers:Dr. Thureiyya K. Rodriguez, DHA, MSN, CWOCN, has over two decades of experience in healthcare and specializes in wound, ostomy, and continence nursing. Dr. Rodriguez's experience spans beyond inpatient and outpatient nursing. She has an extensive range of knowledge and expertise in staffing methodology and leadership nursing. Dr. Rodriguez's experience in nursing practice and healthcare administration, combined with her tenure in both federal and private healthcare sectors, equips her to offer comprehensive and tailored solutions. Dr. Rodriguez has peer-reviewed publications in Nursing Made Incredibly Easy and is an active peer reviewer for Wolters-Kluwer: Advances in Skin and Wound Care. She is actively involved in the Northeast Region WOCN (NER WOCN) and National Society of Leadership and Success (NSLS). She is the owner of Thureiyya Rodriguez RN, PLLC and North-Browne Consulting Services.Katie Cesario, MA, RN, CWOCN, became a nurse in 2005 after obtaining her BSN from Pace University. She started her career at Visiting Nurse Service of New York as a public health nurse intern. In 2009, she received her Master's Degree in Nursing Education from Pace University and soon after took a position as Orientation Nurse Instructor at VNSNY. In 2013, she studied at the Cleveland Clinic to become a Wound, Ostomy, Continence Nurse. In 2015, she took a WOC nurse position at New York Presbyterian, Columbia University Medical Center. In September 2018, she joined the WOC nurse team at NYP, Brooklyn Methodist Hospital. She held the Secretary position for the Metro NY Affiliate of the WOCN Society from January 2021-December 2022. Since 2019, she has served on the skin and wound care advisory board for Coloplast. Presently, she is embarking on a new path in her career by starting her own private nursing business for wound and ostomy patients and their caregivers, Katherine Cesario RN, PLLC. In this new role, she is most excited to combine her background in home care and education with her dedication to help people living with wounds and ostomies.Editing and post-production work for this episode was provided by The Podcast Consultant.

My guest today is Dinakar Singh. Dinakar is the founder and CEO of Axon, the family office successor to TPG-Axon, which was a successful global long-short hedge fund. We wanted to share his story on Father's Day to honor the person and the dad that Dinakar is. He shares one of the most extraordinary stories at the intersection of finance and medicine I've ever encountered. This conversation explores the highest-stakes investment themes—timing, concentrated conviction, exceptional team building, and deploying resources toward outcomes that matter most. I will let him tell you his story. Please enjoy my conversation with Dinakar Singh.  For the full show notes, transcript, and links to mentioned content, check out the episode page⁠⁠⁠ here.⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠ Ramp⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠ Ramp.com/invest⁠⁠⁠ to sign up for free and get a $250 welcome bonus. – This episode is brought to you by⁠⁠⁠ Ridgeline⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠⁠ ridgelineapps.com⁠⁠⁠ to learn more about the platform. – This episode is brought to you by⁠⁠⁠ AlphaSense⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:06:17) The Diagnosis and Initial Reactions (00:07:29) Understanding SMA and the Scientific Challenge (00:09:15) The Drive to Fund Research and Find a Cure (00:14:10) Building a Virtual Company for Drug Development (00:19:02) Breakthroughs and the First Approved Drugs (00:24:16) Personal Reflections and the Impact of the Journey (00:40:25) Challenges in the Biotech Industry and Future Hopes (00:46:43) The Kindest Thing Anyone Has Ever Done For Dinakar

Today we're joined by Whitney Baker, founder of Totem Macro and one of the sharpest minds in macro investing. Whitney was previously the head of Emerging Markets at Bridgewater Associates and worked at  Soros Fund Management under current Treasury Secretary Scott Bessent. In today's episode, Whitney discusses the current macroeconomic landscape, emphasizing the end of the ‘buy the dip' mentality and the unique challenges the U.S. faces as the bubble finally comes to an end. She touches on the challenges and opportunities in emerging markets, the impact of tariffs & AI on global growth dynamics, and ‘The Triple Yasu' phenomenon. Finally, Whitney addresses the role of gold in investment portfolios, advocating for its inclusion as a hedge against currency debasement and economic uncertainty. (0:00) Starts (1:21) Introduction of Whitney Baker (3:05) Global macro landscape (10:12) US debt dynamics (18:26) Market shifts, potential solutions, and foreign investment dynamics (23:31) AI's impact on productivity (30:31) US fiscal policies (38:29) The "Triple Yasu" (43:33) Opportunities in foreign and emerging markets (47:12) Historical debt solutions and modern financial strategies (53:23) How tariffs help national security (59:07) Emerging market bonds (1:06:08) Chinese industrial capacity (1:18:08) China and India's financial challenges and opportunities (1:32:31) Role of gold in portfolios ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial. Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

Today on Inevitable, we're joined by three guests to focus on the clean energy tax provisions currently at risk in the Congressional budget reconciliation process—what's being called the One Big Beautiful Bill. This is our second episode on this topic this week. Our guests are Jeremy Harrell, CEO at the right-of-center clean energy policy firm ClearPath; Spencer Nelson, Director of Federal Affairs at Form Energy; and Vikrum Aiyer, Head of Global Public Policy and External Affairs at Heirloom.The goal of this conversation is to get to the root of the proposed changes in the legislation passed by the House and now under consideration in the Senate. We also explore which amendments are on the table and how those of us working in climate and energy innovation can help influence the outcome.In this episode, we cover: ⁠[01:06]⁠ Why this bill matters for climate tech⁠[03:19]⁠ Jeremy's background in conservative energy policy⁠[04:08]⁠ Spencer on Form's long-duration batteries⁠[05:40]⁠ Vikrum explains Heirloom's DAC technology⁠[08:44]⁠ What the reconciliation process actually means⁠[13:42]⁠ Why the FEOC rule could block progress⁠[17:41]⁠ Why startups need credit transferability⁠[25:01]⁠ 60-day window threatens new projects⁠[27:36]⁠ What's at stake for solar and storage⁠[31:32]⁠ Energy cost risks if credits vanish⁠[35:42]⁠ How founders and VCs can take action⁠[41:56]⁠ Tips for contacting your senator directlyEpisode recorded on June 6, 2025 (Published on June 12, 2025) Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

In this episode of BioTalk, Amy C. Hay, Chief Business and Strategy Officer at the Cell Therapy Manufacturing Center (CTMC), joins the conversation to explore the evolving landscape of cell and gene therapy. Amy shares insights from her extensive career in oncology care and innovation, highlighting the role CTMC—a joint venture between National Resilience and MD Anderson Cancer Center—is playing in accelerating the transition from discovery to commercialization. She discusses the current state of the industry, what disruption really means in this context, and how new business models can drive stability and impact for early-stage biotech companies. Amy also offers her perspective on how manufacturing must evolve to meet clinical demand, and how CTMC is positioned to lead in this next era of therapeutic development.   Editing and post-production work for this episode was provided by The Podcast Consultant.   Amy C. Hay is the Chief Business and Strategy Officer at the Cell Therapy Manufacturing Center (CTMC), a joint venture between National Resilience and MD Anderson Cancer Center. She brings decades of experience in oncology care, strategic growth, and healthcare innovation to her role, where she leads business strategy, partnerships, and long-term growth initiatives. Prior to CTMC, Amy held leadership roles at Varian (a Siemens Healthineers company), MD Anderson Cancer Center, and several global consulting efforts focused on advancing cancer care. Her career spans work across the U.S. and internationally, with a focus on driving innovation, commercialization, and patient access in complex health systems.

My guest today is Bill Gurley. Bill was the general partner at Benchmark Capital. He joins me for his sixth time on Invest Like the Best with his most comprehensive market analysis yet, examining the realities reshaping venture capital. Bill tackles the uncomfortable math underlying today's venture returns, with companies staying private for far longer. He also walks through why no one—from GPs to LPs to founders—has proper incentives to mark assets accurately, creating a system-wide coordination problem. And, we dig into the investment implications of AI as a platform shift, ranging from evaluating AI revenue quality to international competitive dynamics. Bill offers crucial perspective on playing the game both as it exists today and as it may evolve. Please enjoy my conversation with Bill Gurley. For the full show notes, transcript, and links to mentioned content, check out the episode page⁠⁠⁠⁠ here.⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠ Ramp⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠ Ramp.com/invest⁠⁠⁠⁠ to sign up for free and get a $250 welcome bonus. – This episode is brought to you by⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠⁠⁠⁠ ridgelineapps.com⁠⁠⁠⁠⁠ to learn more about the platform. –  This episode is brought to you by⁠⁠⁠⁠⁠ Arcana. Arcana is the world's most advanced portfolio intelligence platform, trusted by institutional investors managing trillions in AUM — including market neutral, long-short, long-only, and capital allocators. Arcana enables portfolio managers, risk teams, analysts, and CIOs to drill into exposures and idio, construct optimal portfolios, and decompose performance at incredible granularity. Visit arcana.io to request a demo and learn more. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:05:23) State of the Union: Venture Capital Edition (00:07:58) The Rise of Mega VC Funds (00:09:38) Zombie Unicorns: The Overvalued Giants (00:17:29) The IPO and M&A Market Stalemate (00:24:08) The AI Wave and Its Impact (00:26:03) Private Markets and LP Liquidity Issues (00:29:57) The Future of Capital Markets (00:37:49) Advice for Founders in a Changing Landscape (00:39:27) The High-Stakes Game of Capital Battles (00:41:35) AI: The New General Purpose Technology (00:42:57) Challenges and Opportunities in AI Revenue Models (00:44:37) The Role of Founders in the AI Revolution (00:46:44) The Impact of Time and Liquidity on Venture Capital (00:50:35) Navigating the Future of Venture Capital (00:58:45) International Dynamics in the AI Race (01:13:58) Advice for Founders in the AI Era

Max Marchione is the founder and President of Superpower, a digital healthcare platform that recently raised a $30 million Series A to make preventative and personalized medicine accessible to consumers.In this episode of World of DaaS, Max and Auren discuss:Billionaire-level health protocols and testingWhy AI will replace expensive doctorsPeptides, toxins, and human enhancementThe future of personalized medicineLooking for more tech, data and venture capital intel? Head to worldofdaas.com for our podcast, newsletter and events, and follow us on X @worldofdaas.  You can find Auren Hoffman on X at @auren and Max Marchione on X at @maxmarchione. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Michael Thomas joins us to discuss the clean energy tax provisions and industrial stimulus in the Inflation Reduction Act, which have brought billions of dollars in private investment and added gigawatts of power. However, these provisions are at risk of being cut as the "One Big Beautiful Bill" makes its way through Congress.Michael is a repeat guest and a data expert who has been tracking over 10,000 clean energy projects through his business, Cleanview. Since his last appearance, he's been highlighting the potential impact of these provisions. We discuss the challenges they face and how their loss would affect U.S. manufacturing and energy. Contrary to the name of the show, the loss of these provisions is not inevitable—Michael and Cody explore the ways we can all get involved to prevent it.Episode recorded on June 6, 2025 (Published on June 9, 2025)In this episode, we cover: [2:45] Michael's work since his last appearance[8:34] Cleanview and its clients[10:47] IRA's impact on clean energy[13:59] Billion-dollar investments in red states[16:22] Cuts to clean energy in the Big Beautiful Bill[19:25] Economic impacts in Republican districts[23:11] Consequences of halting clean energy deployment[29:45] The transfer of wealth behind the bill[36:25] The Musk-Trump feud[38:20] Actions people can take[44:18] Timeframes for the bill to pass and go into effect Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

 Our teacher today is Will Thorndike, co-founder of Compounding Labs and author of the acclaimed book, “The Outsiders.” In our opinion, Will has emerged as one of the most influential and innovative investor minds of the past few decades. And if you care about long-term value creation and the art of capital allocation, chances are you've also benefited from some of his ideas.  In 1994, he founded Housatonic Partners, a pioneering private equity firm known for its unusually long holding periods and its leadership in the search fund space alongside his mentor and Stanford professor Irv Grousbeck. Will helped to originate the modern search fund model, backing early career CEOs to buy and grow businesses with long-term horizons and radically aligned incentives. Since then, he has invested in the majority of the top 20 search fund outcomes to date, including Asurion, which he recently profiled on his podcast 50X.  We explore Will's full arc from the research that led to “The Outsiders” to his decades as an investor to the new frontier he's now helping to shape. We talk about what makes a business truly enduring, why great leadership and resource allocation remain so misunderstood, and how the right people, structure, and alignment enable companies to compound over time. Please enjoy this class with Will Thorndike. For the full show notes, transcript, and links to mentioned content, check out the episode page here. —-- Joys of Compounding is a property of Pine Grove Studios in collaboration with Colossus, LLC. For more episodes of Joys of Compounding, visit joincolossus.com/episodes.  Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Follow us on Twitter: @Buhrman_Rick  | @PaulBuser | @JoinColossus Show Notes (00:00:00) Welcome to The Joys of Compounding (00:00:57) Introducing Will Thorndike (00:03:35) The Rise of Long Duration Serial Acquisition Holding Companies (00:07:25) The 50X Podcast Journey (00:16:29) The Origins of Will's Investing Career (00:18:11) Stanford's Influence and Key Mentors (00:23:48) The Search Fund Model Explained (00:39:18) The Outsiders: From Concept to Acclaim (00:46:33) The Influence of Leverage and Share Buybacks (00:47:30) Personal Reflections on the Book's Impact (00:52:54) Experiments in Public Markets: CNX and Perimeter (00:58:35) The Evolution of Inorganic Growth Models (01:02:52) The Power of Long-Term Ownership (01:14:52) The Importance of Relationships and Learning

Today, we are dropping a special episode in the Invest Like the Best Feed. 50X is back, a fan favorite series from Will Thorndike and the team at Compounding Labs. Will's book, "The Outsiders," is one of the best business and investing books that you'll find. You'll hear him continuing his work in the hosting chair as he looks in detail at investments that have appreciated at least 50-fold.Season two features Asurion. Colossus is excited to partner with Will as he sits down with the management and investors behind this legendary investment. We kick off this special drop with a short interview that I did with Will on everything he learned studying this business, followed by the full three-part series. Learn more and dive into our research at ⁠50xpodcast.com⁠ —- This episode is brought to you by⁠⁠ Ramp⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠ Ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. — This episode is brought to you by ⁠Oberle⁠. Oberle is a specialty insurance brokerage providing insurance services to search funds, independent sponsors, family offices, and private equity firms. Oberle supports its clients with a comprehensive insurance due diligence covering a wide range of items, including commercial insurance, Employee Benefits, key person life insurance, and reps and warranty coverage. Additionally, Oberle has a thriving personal lines practice, designed for entrepreneurs seeking a higher-level service and expertise when it comes to insuring one's home, vehicles, and valuables. If you're interested in connecting with the Oberle team:  ⁠https://oberle-risk.com/50x⁠ — This episode is brought to you by ⁠System Six⁠, a searcher-owned outsourced bookkeeping and accounting services firm that has been a great partner to us at Compounding Labs.  With the right modern tools and a strong team, System Six will eliminate headache for you and give you time back so you can focus on growing your business. Whether you're a CEO or CFO stuck in the weeds, or an investor trying to support your CEOs and portfolio companies, reach out to hello@systemsix.comand mention the podcast for your first month of ongoing bookkeeping free. —- 50X is a property of Colossus, LLC. For more episodes of 50X, visit⁠⁠⁠ joincolossus.com/episodes⁠⁠⁠. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠). Follow us on Twitter: @50Xpodcast | @joincolossus Show Notes (00:00:00) Welcome to 50X (00:04:52) Patrick interviews Will Thorndike (00:18:16) The Early Days (‘95-‘01) with Kevin Taweel (01:24:44) The Flywheel Era (‘01-‘07) with Kevin Taweel (02:24:32) Retracing the Path to 100 times 50x with Irv Grousbeck

Today's guest is Kim Flynn, President of XA Investments, which helps provide access to alternative investments. She was previously the Head of Product Development for Nuveen Investments Global Structured Products Group. In today's episode, Meb and Kim discuss the democratization of alternative investments in relation to the recent explosion of interval funds. Then, Kim covers the challenges and opportunities in the interval fund space, and the potential for innovation with different asset classes, and best practices for advisors and investors interested in these products. (0:00) Starts (0:34) Introduction of Kim Flynn (1:47) Understanding interval funds (8:41) Future trends and innovation in closed-end and interval funds (15:38) Valuation and liquidity concerns in interval funds (20:19) Accessibility and indexation of interval funds for retail investors (30:36) Exploring farmland and "forever fund" concepts (32:49) Private credit, venture capital, and sector-specific interval fund potential (38:16) Guidance for financial advisers on interval funds (46:46) Outlook for interval funds (49:15) Kim's most memorable investment ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

Today we are replaying my conversation with Robbie Cannon. Robbie founded Horizon Investments in 1999 and grew the company to $7B in AUM before selling in 2021. Today, he takes us on a tour of the asset management industry.  We cover many fascinating topics, such as the industry's evolution over 25 years, the blurring of lines between wealth and asset management, oligopolies in finance, the impact of private equity, the role of technology and AI, and more. Please enjoy this conversation with Robbie Cannon. For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Making Markets (00:01:06) Evolution of Wealth and Asset Management (00:04:18) Blurred Lines in Financial Services (00:14:18) Private Equity and Financial Advisors (00:17:05) Robo Advisors and Technological Integration (00:26:07) Evaluating Compatibility and Money in Motion (00:27:06) Peer Collaboration and Industry Insights (00:29:05) Strategic Asset Allocation for 2024 (00:29:46) Challenges for Emerging Managers (00:32:16) AI in Asset Management (00:45:27) Digital Solutions and Future Trends (00:49:36) The Evolution of Financial Advice Learn more about your ad choices. Visit megaphone.fm/adchoices

This is Zack Fuss. Today, we're tackling a giant in a controversial and incredibly complex industry, UnitedHealth Group. At its recent apex, UNH was a half-trillion-dollar market cap business, the 15th largest listed business in the United States. Today, that market cap sits at just $275 billion. The company generates an excess of $400 billion in sales annually and produces $40 billion in EBITDA as it touches every facet of the American healthcare system. To break down UnitedHealthcare, I'm joined by Stephanie Niven, a co-PM of the Global Sustainable Equity Strategy within the Sustainable Equity Team at Ninety One. Stephanie has been following the company since 2012 and she helps us to unravel this intricate business. We explore how UnitedHealthcare operates as a fully integrated healthcare system from its insurance arm to its high-margin health services business. We also dive into the concept of value-based care, the recent headwinds from Medicare Advantage scrutiny, and whether the market is mispricing this complex giant amidst regulatory noise and leadership changes. Please enjoy this breakdown of UnitedHealth Group. ⁠⁠Subscribe⁠⁠ to Colossus Review For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠ ⁠here⁠⁠. —- This episode is brought to you by Octus, formerly Reorg, is the essential credit intelligence and data provider for nearly 40,000 professionals across the world's leading buy side firms, investment banks, law firms and advisory firms. By surrounding unparalleled human expertise with embedded AI technology, data and workflow tools, Octus unlocks powerful truths that fuel decisive action in financial markets. Visit⁠⁠ octus.com⁠⁠ to learn how rigorously verified intelligence is delivered at speed to create a complete picture across the entire credit lifecycle. —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit⁠⁠ joincolossus.com/episodes⁠⁠. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠https://thepodcastconsultant.com⁠⁠). Show Notes (00:00:00) Welcome to Business Breakdowns (00:04:51) Understanding the US Healthcare System (00:10:24) UnitedHealth Group's Origins and Evolution (00:13:41) UnitedHealth Group's Business Model (00:22:36) Optum: The Overlooked Powerhouse (00:29:24) Value-Based Care: A New Approach (00:34:51) Current State of US Healthcare System (00:36:49) Regulatory Scrutiny and Media Attention (00:37:27) Investor Concerns and Company Response (00:42:49) Structural vs. Cyclical Issues (00:48:42) UnitedHealth's Technological Edge (00:52:07) Political Risks and Regulatory Environment (00:57:16) Medicare Advantage: A Closer Look (01:02:02) Lessons from UnitedHealth's Strategy

My guest today is John Zito. John is the Co-President of Apollo Global Management. He shares how they've quietly built one of the most important financial institutions of our time, originating over $250 billion annually. John's thesis on the convergence of private and public markets - and Apollo's positioning to capture 100% of client portfolios rather than just alternatives allocations - offers a fascinating glimpse into where institutional investing is heading. We discuss the cultural and strategic elements that drive John, Apollo's merger with Athene, the idea of artistry at scale, and the evolution of capital markets. Please enjoy my conversation with John Zito.  For the full show notes, transcript, and links to mentioned content, check out the episode page⁠⁠⁠ here.⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠ Ramp⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠ Ramp.com/invest⁠⁠⁠ to sign up for free and get a $250 welcome bonus. – This episode is brought to you by⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠⁠⁠ ridgelineapps.com⁠⁠⁠⁠ to learn more about the platform. –  This episode is brought to you by⁠⁠⁠ AlphaSense⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:05:55) The Rise of Apollo and Credit Markets (00:08:05) Innovations in Asset Management (00:11:42) The Role of the US in Global Capital Markets (00:15:26) The Future of Asset Management and Investment Strategies (00:21:03) The Impact of Interest Rates on Investment (00:25:27) Apollo's Business Model and Growth (00:25:17) The Changing Landscape of Private Markets (00:46:03) Apollo's Culture and Vision (00:47:54) The Importance of Company Culture (00:52:52) The Future of Private and Public Markets (00:57:50) Building a Great Origination Platform (01:02:03) Exciting Deals and Personal Stories (01:14:47) The Role of AI and Future Opportunities (01:22:16) Maintaining Company Culture Amidst Change (01:24:06) The Kindest Thing Anyone Has Ever Done For John

Jager McConnell is the CEO of Crunchbase, a leading business intelligence platform for startup and investment data, serving over 80 million users.In this episode of World of DaaS, Jager and Auren discuss:The polarized venture funding landscapeWhy 'religion' beats 'truth' in data companiesFinding defensible moats in the AI eraPredicting acquisition targets at scaleLooking for more tech, data and venture capital intel? Head to worldofdaas.com for our podcast, newsletter and events, and follow us on X @worldofdaas.  You can find Auren Hoffman on X at @auren and Jager McConnell on X at @jagermcconnell. Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Today's guest is Cole Wilcox, CIO of Longboard Asset Management, a boutique asset manager specializing in alternative investment strategies. In today's episode, Cole walks through one of my favorite papers of all time, Does Trend-Following Still Work On Stocks? Hint: it does. Cole explains why you have to be a good loser to be a good investor, how power laws dominate the stock market, and the set up for trend following going forward., including the dollar and gold, and if he believes we are headed for a recession. (0:00) Start (1:02) Introducing our guest, Brendan Ahern (5:53) The state of China's economy (14:18) Analysis of China's geopolitical concerns and international partnerships (20:01) The narrative around China post Russia-Ukraine (22:03) Deep dive into KWEB (29:44) Implications of the US election (32:40) Discussion on currency hedging (33:52) Other KraneShares' funds (41:44) Will TikTok be banned (43:52) Brendan's most memorable investment (46:18) Future plans for KraneShares ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial. Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

My guest today is Graham Weaver. My guest today is Graham Weaver. Graham is the founder of Alpine Investors, a large private equity firm targeting an interesting market inefficiency. Alpine focuses on the thousands of $20 million revenue businesses whose baby boomer owners want to retire, but lack succession plans. Alpine buys companies and installs 28-year-old military veterans and top MBA graduates as CEOs, leveraging 25 years of intellectual property on how young executives can successfully run established businesses. Alpine's CEO-in-training program is now the most applied-to job at Harvard, Stanford, and Kellogg business schools. We discuss the past, present and future of their unique approach. Please enjoy my conversation with Graham Weaver. For the full show notes, transcript, and links to mentioned content, check out the episode page⁠⁠ here.⁠⁠ ----- This episode is brought to you by⁠⁠ Ramp⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠ Ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. –  This episode is brought to you by⁠⁠ AlphaSense⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠ Alpha-Sense.com/Invest⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. – This episode is brought to you by⁠⁠ Ridgeline⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠ ridgelineapps.com⁠⁠ to learn more about the platform. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠https://thepodcastconsultant.com⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:05:13) The Journey to Private Equity (00:06:59) Early Influences and Personal Growth (00:09:54) The Power of Wrestling and Rowing (00:11:45) Choosing Your Path and Making Decisions (00:14:48) College Goals and Rowing Success (00:18:05) Lessons from Early Business Ventures (00:26:24) Founding Alpine and Early Challenges (00:34:46) Core Beliefs and Talent Development (00:39:07) Fun Board Meetings and Team Dynamics (00:40:42) Platform Building 101 (00:44:08) Talent and Training Programs (00:49:12) Employee and Customer Engagement (00:52:27) Financial Outcomes and Asymmetric Returns (00:55:52) Incentivizing Young CEOs (01:00:26) The Role of Emotional Intelligence (01:02:45) The Alpine CEO in Training Program (01:03:40) Teaching at Stanford and Influential Mentors (01:07:58) Helping Students Find Their Passion (01:10:22) Visualizing Your Future Self (01:11:19) Scalability of Coaching (01:12:15) Personal Growth Through Teaching (01:16:16) The Role of Executive Coaching (01:24:45) Lessons from a Bad Deal (01:31:50) Daily Routines and Success (01:36:13) The Future of Private Equity (01:35:24) Unleashing Heroes at Alpine (01:38:09) The Journey of Building Alpine (01:41:31) The Kindest Thing Anyone Has Ever Done For Graham