Podcast Episodes

E431: Marty Kausas on AI, Trillion Dollar Startups & Founder Psychology

Episode 431

What if the best reason to start a company isn’t to change the world, but simply because you love the game? In this episode, I sit down with Marty Ka…

10 hours ago

E430: Goldman Sachs’ Michael Bruun on AI, Private Equity & The War for Talent

Episode 430

What if AI makes talent, not technology, the biggest competitive advantage in private equity? Michael Bruun is Partner and Global Co-Head of Private …

2 days, 10 hours ago

E429: Dr. V on AI, Market Bubbles & Finding the Next Anthropic

Episode 429

What if the biggest mistake in venture capital is investing in what already looks like a great venture investment? In this episode, I sit down with D…

4 days, 10 hours ago

E428: Michael Green on Peter Thiel, SpaceX, and Inefficient Markets

What if passive investing is actually one of the biggest active forces shaping markets today? In this episode, I sit down with Michael Green, Founder…

1 week ago

E427: AQR's Peter Hecht on AI, Market Bubbles & How the Best Investors Build Portfolios

Episode 427

Peter Hecht, Managing Director at AQR Capital Management, explains why diversification has to be measured by underlying risk rather than the number o…

1 week, 2 days ago

E426: American Securities CEO on Warren Buffett, Private Equity & Playing the Long Game

Episode 426

What happens when a private equity firm refuses to chase every new opportunity and spends 30 years getting better at one thing? David sits down with …

1 week, 4 days ago

E425: What 30,000 Founders Taught Me About AI, Judgment & Top Founders

Episode 425

David sits down with Byron Ling of Twelve Below to unpack the judgment required to invest at the earliest stages of technology. After roughly 30,000 …

2 weeks ago

E424: 32-Year Notre Dame CIO on Sequoia, Venture Capital & Concentration

Episode 424

What can 32 years as a university CIO teach you about identifying exceptional investors before everyone else does? David sits down with Scott Malpass…

2 weeks, 2 days ago

E423: Castelion CEO on Elon Musk, Hypersonic Missiles & the Future of Defense

Episode 423

David sits down with Bryon Hargis, co-founder of Castelion, to unpack why rebuilding America’s defense manufacturing capacity has become a national s…

2 weeks, 4 days ago

E422: Founding CIO of Berkeley Endowment on Track Records, Contrarian Investing & First-Time Funds

Episode 422

Why do so many GPs misunderstand what institutional LPs actually care about? David sits down with John-Austin Saviano, an Backing & Building Challeng…

3 weeks ago