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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,…
4 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 …
4 months 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…
4 months 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…
4 months ago
E367: The Family Office Betting on Humanity’s Future
Episode 367
What if the highest-return investments are the ones that reshape the future—not just the ones that fit today’s market? In this episode, I sit down wi…
4 months ago
E366: Keri Findley: The Credit Investor Peter Thiel Chose to Back
Episode 366
What if the best investments aren’t the riskiest—but the ones everyone else can’t own? In this episode, I sit down with Keri Findley, Founder and CEO…
4 months, 1 week ago
E365: Stanford GSB Professor on Venture Capital’s Manager Incentives
Episode 365
What if the biggest mistake in venture investing isn’t picking the wrong fund—but misunderstanding incentives and behavior? In this episode, I sit do…
4 months, 1 week ago
E364: $90B Limited Partner: Why We're (Still) Bullish on Large VC Funds
Episode 364
What if venture capital isn’t an asset class—but an access game where only a few managers matter? In this episode, I sit down with Nolan Bean, CIO at…
4 months, 1 week ago
E363: How Nigel Morris Built QED into a Fintech Powerhouse
Episode 363
What if the real edge in venture capital isn’t picking companies—but helping them survive long enough to matter? In this episode, I sit down with Nig…
4 months, 1 week ago
E362: Why Jensen Huang Believes Physical AI will be a $50 Trillion Market
Episode 362
What if the biggest opportunity in AI isn’t intelligence—but the missing data layer for the physical world? In this episode, I sit down with Daniel J…
4 months, 1 week ago