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E264: The Asymmetric Edge: Generating Alpha in Venture
Episode 264
How do the best venture investors consistently spot unicorn founders before the rest of the market even knows they exist? In this episode, I talk with Jamie Lee, Co-Founder and Managing Partner of Ta…
Published on 6 hours ago
E263: Inside the $5 Billion Fund Backed by 700 LPs
Episode 263
How do you scale a growth equity firm from a $52M first fund to $5B across six funds—without losing discipline or trust? In this episode, I talk with Brian Neider, Managing Partner at Lead Edge Capit…
Published on 1 day, 6 hours ago
E262: The 50-30-20 Portfolio: How Institutions Are Rebuilding 60/40
Episode 262
How do you build portfolios that survive liquidity crises, inflation shocks, and the most volatile market regimes in modern history? In this episode, I talk with Alfred Lee, Deputy Chief Investment O…
Published on 2 days, 6 hours ago
E261: How Sovereign Wealth Funds Create Alpha w/Peter Madsen
Episode 261
What does it take to build a sovereign wealth fund from scratch—and still outperform in some of the hardest markets in decades? In this episode, I talk with Peter Madsen, Chief Investment Officer of …
Published on 5 days, 6 hours ago
E260: How Founders Access Liquidity in Pre-IPO Companies
Episode 260
How do you turn distressed opportunities into structural alpha—again and again—in an asset class most investors still misunderstand? In this episode, I’m joined by Philip Benjamin, Co-Founder and Man…
Published on 6 days, 6 hours ago
E259: The Institutional Way to Invest in Crypto w/Rennick Palley
Episode 259
What does it take to build four top-decile crypto funds in one of the most volatile asset classes on earth? In this episode, I talk with Rennick Palley, Founder of Stratos, about how he approaches cr…
Published on 1 week ago
E258: Ryan Serhant: Why Leaders Who Don’t Evolve Get Left Behind
Episode 258
How do you build a $10B real estate empire by turning yourself into a media company—and why is vulnerability the ultimate competitive advantage? In this episode, I talk with Ryan Serhant, founder and…
Published on 1 week, 1 day ago
E257: What I Learned Advising the World’s Top CIOs at Goldman Sachs
Episode 257
Why do the world’s best CIOs make investment decisions based on gut — not spreadsheets? In this episode, I’m joined by Julia Rees Toader, CFA, Founding Partner at PrinCap and former Global Head of Po…
Published on 1 week, 2 days ago
E256: What Fintech Will Look Like in 5 Years - Steve McLaughlin (FT Partners)
Episode 256
What does it take to build the most dominant FinTech investment bank in the world—starting from a $99 incorporation and a used laptop? In this episode, I speak with Steve McLaughlin, Founder, CEO, an…
Published on 1 week, 5 days ago
E255: How to Hire the Top 0.1%
Episode 255
What does it take to recruit the top 0.1% of engineers in the world — and why has talent become the ultimate constraint in AI? In this episode, I’m joined by Chris Vasquez, Founder & CEO of Quantum T…
Published on 1 week, 6 days ago