Podcast Episodes

E347: The $26B CIO Who Turned Superforecasting Into Alpha

Episode 347

How do you manage a $26 billion public fund while keeping every investment decision disciplined, every team member calibrated, and every partner acco…

2 weeks ago

E346: $7 Billion CIO: Why the Endowment Model is Changing

Episode 346

How do you build a $7 billion portfolio that performs across decades while keeping every client aligned and every manager motivated? In this episode,…

2 weeks, 1 day ago

E345: How I Raised $10 Billion in Venture Capital w/Scott Painter

Episode 345

What does it take to raise $270 million in a risk-off market while keeping your personal life, sanity, and team intact? In this episode, I sit down w…

2 weeks, 4 days ago

E344: How the Top Family Offices are Investing Today

Episode 344

What if the families with the largest fortunes generate the highest returns not by chasing hot sectors, but by pacing capital, managing liquidity, an…

2 weeks, 5 days ago

E343: The Death of the 60/40 Portfolio (And What Comes Next)

What if the biggest edge in portfolio construction isn’t picking better assets but structuring a portfolio you can actually stick with through cycles…

2 weeks, 6 days ago

E342: The Rise of Venture Secondaries

Episode 342

What if the real edge in venture isn’t picking the hottest companies, but structuring your portfolio, pacing capital, and building relationships in a…

3 weeks ago

E341: Why VC is Changing Forever ($150 Billion LP)

Episode 341

What if the best venture returns come from the LPs that are most patient and most strategic? In this episode, I sit down with Scott Voss, Partner at …

3 weeks, 1 day ago

E340: Why Family Offices Should Avoid 60/40 Portfolios

Episode 340

What if building a portfolio for high-net-worth investors is more about managing downside risk than chasing returns? In this episode, I sit down with…

3 weeks, 4 days ago

E339: From Zero to $100 Million in 18 Months: Inside Legora

Episode 339

What happens when AI turns a $40B legal software market into a $1T opportunity? In this episode, I talk with David Eckstein, CFO of Legora, about sca…

3 weeks, 5 days ago

E338: How I Invest $9 Billion into VC & Private Equity

Episode 338

Is AI the biggest risk to equity portfolios or the biggest opportunity? In this episode, I talk with Christopher Vogt about how institutional investo…

3 weeks, 6 days ago