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E361: Why Venture Capital is Not an Asset Class
Episode 361
What if venture capital isn’t really an asset class—but a game where only a handful of managers actually matter? In this episode, I sit down with Ian…
4 months, 2 weeks ago
E360: The Hardest Lessons I Learned from Building 4 Unicorns
Episode 360
What if the biggest breakthroughs in biotech don’t come from more capital—but from building better systems for innovation? In this episode, I sit dow…
4 months, 2 weeks ago
E359: What Charlie Munger Taught Me About Venture Capital
Episode 359
What if the real edge in venture isn’t price—but who you choose to partner with for a decade? In this episode, I sit down with Jamie Montgomery, Co-F…
4 months, 2 weeks ago
E358: The Woman Behind the World's Top GP Brands | Jen Prosek
Episode 358
What if the biggest edge in investing isn’t capital or strategy—but how clearly the world understands you? In this episode, I sit down with Jennifer …
4 months, 2 weeks ago
E357: CalSTRS CIO: Where Do You Invest $390 Billion Today?
Episode 357
What if the biggest edge in managing $390 billion isn’t picking assets—but controlling risk and liquidity when markets break? In this episode, I sit …
4 months, 3 weeks ago
E356: Why Co-Investments Are Taking Over Private Equity
Episode 356
What if the next source of alpha in private equity isn’t funds—but individual deals? In this episode, I sit down with Rohan Parikh, Vice President at…
4 months, 3 weeks ago
E355: From Deal-by-Deal to a $6.5B Platform: Building a Real Estate Investment Empire
Episode 355
What if the best investments aren’t found in chaos—but in having the discipline to act when others can’t? In this episode, I sit down with Darren Fis…
4 months, 3 weeks ago
E354: Why Most VCs Misunderstand Peter Thiel’s Power Law
Episode 354
What if venture capital isn’t about finding unicorns—but about consistently making good investments? In this episode, I sit down with Eric Scott, Co-…
4 months, 3 weeks ago
E353: Why Biotech Is Struggling in Today’s Market (and the Future of Healthcare)
Episode 353
What if the biggest opportunity in healthcare isn’t new drugs—but reinventing how the entire system works? In this episode, I sit down with David Ber…
4 months, 3 weeks ago
E352: JD Vance’s Co-Founder on Space Defense, Hard Tech, and the Biggest Opportunities Ahead
Episode 352
What if the best venture returns come from avoiding trends—not chasing them? In this episode, I sit down with Colin, Co-Founder of Narya, to discuss …
4 months, 4 weeks ago