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E377: Midas List VC: Why Most VCs Miss the Biggest Companies
Episode 377
What if the biggest venture returns are already gone by the time a category has a name? In this episode, I sit down with Niko Bonatsos, Founder and M…
1 month, 3 weeks ago
E376: The $3 Trillion Liquidity Problem in Venture Capital
Episode 376
What if the biggest opportunity in venture today isn’t funding new companies—but solving the liquidity crisis created by companies staying private fo…
1 month, 4 weeks ago
E375: Why Tax Alpha Could Matter More Than Investment Returns
Episode 375
What if the biggest source of alpha for taxable investors isn’t stock picking—but minimizing friction inside the portfolio itself? In this episode, I…
2 months ago
E374: Why the Best Investors Prepare for Crashes Before They Happen
Episode 374
What if the key to outperforming isn’t taking more risk—but building a portfolio strong enough to survive volatility without breaking? In this episod…
2 months ago
E373: What Most CIOs Get Wrong About Alpha
Episode 373
What if the best investment opportunities are the ones most investors avoid because they’re too hard, too small, or too inefficient to pursue? In thi…
2 months ago
E372: Why the Best Venture Investments Look Wrong Early
Episode 372
What if the best venture investments come from ignoring consensus and trusting your own taste before the market catches up? In this episode, I sit do…
2 months ago
E371: Midas List VC: Why AI Models Will NOT Become Commodities
Episode 371
What if the biggest winners in AI won’t come from having the best model—but from building the strongest feedback loops around users? In this episode,…
2 months ago
E370: What Taxable Investors Still Get Wrong About Returns
Episode 370
What if the biggest source of alpha today isn’t stock picking—but structuring portfolios more intelligently after taxes? In this episode, I sit down …
2 months, 1 week ago
E369: Midas List VC: Why Smart VCs Are Buying Secondaries
Episode 369
What if the best opportunities in venture today aren’t in new deals—but in existing companies right before an inflection point? In this episode, I si…
2 months, 1 week ago
E368: Sovereign 2.0: How Mubadala Capital Is Reinventing the $430B Playbook w/CIO Oscar Fahlgren
Episode 368
The biggest edge in private equity is finding deals by going where others won't. In this episode, I sit down with Oscar Fahlgren, Chief Investment Of…
2 months, 1 week ago