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E391: $17 Billion CIO on Taxes, Private Markets, and Building Wealth
Episode 391
What if the biggest driver of long-term investment success isn't finding better investments, but helping investors avoid their own worst decisions? I…
3 months ago
E390: Ron Rofé on AI, Founder Obsession, and Venture Returns
Episode 390
What if the best venture investors aren’t chasing the hottest sectors—but the founders who would still be working on the problem long after the hype …
3 months ago
E389: The Future of Investing: Data Centers, AI & the Next Trillion-Dollar Companies
Episode 389
What happens when one investor sits at the intersection of venture capital, natural resources, AI, space infrastructure, and geopolitics? In this epi…
3 months ago
E388: The Future of Investing: AI, Expert Networks, and Information Alpha
Episode 388
What if the biggest edge in investing today isn't having more information—but knowing how to turn information into conviction? In this episode, I sit…
3 months, 1 week ago
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…
3 months, 1 week 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 …
3 months, 1 week 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…
3 months, 1 week 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…
3 months, 1 week 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 …
3 months, 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…
3 months, 2 weeks ago