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EP268: Inside LP Psychology: How Great GPs Raise Capital in 2025
Episode 268
Why do so many strong GPs struggle to raise capital today and what actually separates fast, oversubscribed fundraises from stalled ones? In this epis…
4 months ago
E267: Why 95% of LPs Misread Private Market Returns
Episode 267
Do private markets actually outperform public markets once you properly adjust for risk or is that belief built on flawed data? In this episode, I ta…
4 months ago
E266: J.P. Morgan CIO: Mistakes Top Investors Make
Episode 266
Why do most investors fail at the exact moments when staying invested matters most—and how can options help fix that? In this episode, I talk with Ha…
4 months, 1 week ago
E265: What the Coach to Sequoia, A16Z and Benchmark Learned About Power and People
Episode 265
Why do the most successful investors and founders still miss their best opportunities—and how much of that comes down to poor relationship management…
4 months, 1 week ago
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 wit…
4 months, 1 week 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…
4 months, 1 week 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,…
4 months, 1 week 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 ta…
4 months, 2 weeks 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,…
4 months, 2 weeks 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 Pall…
4 months, 2 weeks ago