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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…
3 months, 2 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…
3 months, 2 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…
3 months, 2 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…
3 months, 3 weeks ago
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…
3 months, 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…
3 months, 3 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…
3 months, 3 weeks 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…
3 months, 4 weeks 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…
3 months, 4 weeks 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…
3 months, 4 weeks ago