Podcast Episodes
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E357: CalSTRS CIO: Where Do You Invest $390 Billion Today?
Episode 357
What if the biggest edge in managing $390 billion isn’t picking assets—but controlling risk and liquidity when markets break? In this episode, I sit …
7 hours ago
E356: Why Co-Investments Are Taking Over Private Equity
Episode 356
What if the next source of alpha in private equity isn’t funds—but individual deals? In this episode, I sit down with Rohan Parikh, Vice President at…
1 day, 7 hours ago
E355: From Deal-by-Deal to a $6.5B Platform: Building a Real Estate Investment Empire
Episode 355
What if the best investments aren’t found in chaos—but in having the discipline to act when others can’t? In this episode, I sit down with Darren Fis…
4 days, 7 hours ago
E354: Why Most VCs Misunderstand Peter Thiel’s Power Law
Episode 354
What if venture capital isn’t about finding unicorns—but about consistently making good investments? In this episode, I sit down with Eric Scott, Co-…
5 days, 7 hours ago
E353: Why Biotech Is Struggling in Today’s Market (and the Future of Healthcare)
Episode 353
What if the biggest opportunity in healthcare isn’t new drugs—but reinventing how the entire system works? In this episode, I sit down with David Ber…
6 days, 7 hours ago
E352: JD Vance’s Co-Founder on Space Defense, Hard Tech, and the Biggest Opportunities Ahead
Episode 352
What if the best venture returns come from avoiding trends—not chasing them? In this episode, I sit down with Colin, Co-Founder of Narya, to discuss …
1 week ago
E351: Why Most Family Offices Fail (And How a16z Fixed It)
Episode 351
What if the biggest edge in investing isn’t picking better assets—but structuring them better for taxes, incentives, and control? In this episode, I …
1 week, 1 day ago
E350: How Family Offices Quietly Build Generational Wealth
Episode 350
Is the real edge in investing not picking assets but structuring how you allocate capital? Terence Thompson is a Vice President of Investments at DF …
1 week, 4 days ago
E349: Built to Scale: The J.P. Morgan Growth Playbook
Episode 349
What if the biggest edge in venture today isn’t picking companies—but owning the entire lifecycle of capital? In this episode, I sit down with Paris …
1 week, 5 days ago
E348: Why “Boring” Businesses Beat Venture Capital
Episode 348
Is private equity alpha really about picking great deals—or about executing the same playbook better than everyone else? In this episode, I discuss w…
1 week, 6 days ago