Podcast Episodes

E181: Why Portfolio Construction Beats Manager Selection w/$7 Billion CIO

In this episode, I speak with T.C. Wilson, Chief Investment Officer of The Doctors Company (TDC Group), the nation's largest physician-owned medical …

8 months, 1 week ago

E180: How J.P. Morgan Asset Management Picks Winners in VC & Private Equity

Episode 180

What does it take to allocate billions in private markets—and what sets a top-tier LP apart? In this episode, I speak with Patrick Miller, Executive …

8 months, 1 week ago

E179: How UCLA's Endowment Wins in Private Equity w/Deputy CIO Michael Marvelli

Episode 179

Michael Marvelli leads the private markets strategy at the UCLA Investment Company, managing a portfolio that spans private equity, real estate, and …

8 months, 1 week ago

E178: Elon Musk of Biotech: How David Berry Built 7 Unicorns

Episode 178

David Berry is one of the most prolific healthcare entrepreneurs of our time. In this episode, we discuss his transition from scientist to founder to…

8 months, 2 weeks ago

E177:How a Small Endowment Invests like Harvard w/Rip Reeves

Episode 177

In this episode, I speak with Rip Reeves, CEO of Institutional Investor and former CIO of AEGIS Insurance Services. Rip brings over four decades of e…

8 months, 2 weeks ago

E176: Beyond Harvard: The Financial Crisis Endowments are Facing

Episode 176

John Trammell has been on the front lines of institutional investing for decades. He’s managed capital for some of the largest families and organizat…

8 months, 2 weeks ago

E175: Elon Musk: 10 Billion Humanoid Robots by 2040? w/NEA Partner Aaron Jacobson

Episode 175

Aaron Jacobson is one of the most insightful thinkers at the intersection of AI, robotics, and cybersecurity—and in this conversation, he separates s…

8 months, 3 weeks ago

E174: The State of Venture Capital in 2025: Insights from a $1.8B AUM Chairman and Co-Founder

Episode 174

In this episode of How I Invest, I speak with Arjun Sethi—Chairman and co-founder of Tribe Capital, Co-CEO of Kraken, and one of the sharpest thinker…

8 months, 3 weeks ago

E173: Billionaire Michael Loeb on Risk, Innovation, and Never Giving Up

Episode 173

What happens when you get fired from one of the most prestigious media companies in the world at age 36? For Michael Loeb, it meant inventing a new c…

8 months, 3 weeks ago

E172: How Cannabis Beverages are Disrupting the Alcohol Industry w/Sasha Pieterse

Episode 172

Sasha Pieterse might be best known for her acting career — but behind the scenes, she’s been building a beverage empire. In this episode, we dive dee…

9 months ago