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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,…
9 months 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…
9 months, 1 week 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,…
9 months, 1 week 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…
9 months, 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 t…
9 months, 1 week 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, Foundi…
9 months, 1 week 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 episod…
9 months, 2 weeks 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 j…
9 months, 2 weeks ago
E254: How to Build a 100-Year Venture Firm
Episode 254
How do you balance power-law outcomes with real risk management while building a durable venture franchise? In this episode, I speak with Mark Peter …
9 months, 2 weeks ago
E253: How Great CIOs Think w/Bill Brown
Episode 253
How do the best family offices consistently spot power-law opportunities and avoid the trap of “fake busy” work? In this episode, I’m joined with Wil…
9 months, 2 weeks ago