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E280: The Art of Quiet Compounding w/Mark Sotir
Episode 280
Why do the best investors spend more time preparing for what can go wrong than forecasting what might go right? In this episode, I talk with Mark Sot…
1 month, 3 weeks ago
E279: Why Size Becomes the Enemy of Venture Returns w/Logan Allin
Episode 279
Why does venture capital break when liquidity disappears and what actually creates alpha when markets get hard? In this episode, I talk with Logan Al…
1 month, 3 weeks ago
E278: What Separates the Top 1% of GPs
Episode 278
What if the most powerful investment strategy isn’t optimization but making one truly great decision each year? In this episode, I talk with Joshua B…
1 month, 3 weeks ago
E277:Why the Best GPs Refuse to Raise More Capital
Episode 277
Why is the hardest discipline in growth equity not finding great companies but refusing to grow past the point where returns break? In this episode, …
2 months ago
E276: Lessons from Allocating $70B as CIO at the University of Texas
Episode 276
Why do the biggest investing breakthroughs come not from complexity, but from simplicity and why is that so hard for smart people to accept? In this …
2 months ago
E275: Does Grit Actually Matter in a GP — or Is It Just a Good Story?
Episode 275
Why do the people who build the most meaningful things almost always choose the hardest path and what does that unlock in the long run? In this episo…
2 months ago
E274:How LPs Miss Early Asymmetry by Waiting
Episode 274
What if the biggest barrier to earning returns in alternatives isn’t access, fees, or performance but friction, complexity, and behavior? In this ep…
2 months ago
EP273: What the Best Family Offices Do Differently
Episode 273
What if managing your own capital and not outsourcing it is the highest-return investment decision you can make? In this episode, I talk with Alex To…
2 months, 1 week ago
EP272: How a $10B Company Turned De-Extinction into a Platform
Episode 272
What kind of entrepreneur decides to bring back extinct species and why might that become one of the most important businesses of our lifetime? In th…
2 months, 1 week ago
E271: The Future of VC: Space, Energy, Defense
Episode 271
How do you spot a frontier-tech company before it becomes obvious and why is being early so much harder than being right? In this episode, I talk wit…
2 months, 1 week ago