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E387: Where Alpha Hides in Private Equity | Josh Adams
Episode 387
What if the best private equity opportunities are hiding inside businesses that everyone else thinks are too complicated to touch? In this episode, I…
1 month, 2 weeks ago
E386: Adams Street ($70B): Venture Capital Has a New Problem
Episode 386
What separates the venture investors who generate extraordinary returns from those who simply participate in the asset class? In this episode, I sit …
1 month, 2 weeks ago
E385: Why Public Markets Need SpaceX, OpenAI & Anthropic
Episode 385
What if the biggest opportunity in private markets isn’t finding the next startup—but owning the next public company years before it ever rings the b…
1 month, 2 weeks ago
E384: CEO of Commonfund on Venture Capital, Power Laws & the Future of IPOs
Episode 384
What if the biggest edge in venture capital isn’t manager selection—but earning access to the managers everyone already knows are the best? In this e…
1 month, 2 weeks ago
E383:Why the Next Fortune 500 Companies Will Be Built on AI
Episode 383
What if the biggest investment opportunity of the next decade isn’t AI itself—but the companies building the infrastructure and workflows that allow …
1 month, 2 weeks ago
E382: Why Venture Capital Has a $3 Trillion Liquidity Problem
Episode 382
What if the biggest opportunity in venture today isn’t finding the next unicorn—but solving the liquidity problem created by companies staying privat…
1 month, 3 weeks ago
E381: A16Z Partner: The Tax Strategy Hidden Inside Real Estate
Episode 381
What if the biggest inefficiency in investing today isn’t asset selection—but the fact that most investors still optimize for pre-tax returns instead…
1 month, 3 weeks ago
E380: How Billionaire Family Offices Actually Invest
Episode 380
What if the greatest threat to generational wealth isn’t bad investing—but the inability to think beyond the next liquidity event? In this episode, I…
1 month, 3 weeks ago
E379: Why Great Investment Firms Eventually Stop Performing
Episode 379
What if the biggest problem in asset management today isn’t investment performance—but misalignment between managers and the investors they serve? In…
1 month, 3 weeks ago
E378: Why LPs Keep Selling Their Highest-Quality Funds
Episode 378
What if the biggest opportunity in private equity today isn’t buying companies—but buying liquidity from investors who are forced to sell great asset…
1 month, 3 weeks ago