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E195: 7 Lessons on Family Office Investing w/Stephan Roche
Episode 195
What does it take to manage the wealth of America’s most iconic families? In this episode, I spoke with Stephan Roche, Partner at BanyanGlobal, and former senior executive for the Gates and Walton fa…
Published on 4 months, 1 week ago
E194: From Broke & Sleeping on the Floor to a $1 Billion Exit w/Tom Bilyeu
Episode 194
Tom Bilyeu went from sleeping on the floor to co-founding and selling a billion-dollar company, Quest Nutrition. Today, he's the force behind Impact Theory, a media studio with a bold mission: pull p…
Published on 4 months, 2 weeks ago
E193: GLP-1s, AI & the End of Sick Care: The Next $10B Health Tech Giant
Episode 193
What if your healthcare wasn't about just treating sickness, but maximizing your potential? In today's episode on How I Invest, I spoke with Dr. Cameron Sepah, founder and CEO of Maximus, a performan…
Published on 4 months, 2 weeks ago
E192: Lessons from a Top Pension Turnaround w/Anurag Chandra
Episode 192
In this episode, I spoke with Anurag Chandra, Chief Investment Officer of a single-family office and longtime trustee and former Investment Committee Chair of the San Jose Federated City Employees’ R…
Published on 4 months, 2 weeks ago
E191: Randal Quarles: From Fed Vice Chair to Private Equity Trailblazer
Episode 191
Randal Quarles has been at the helm of some of the most influential institutions in finance and government. From his tenure as Vice Chair of the Federal Reserve and Under Secretary of the Treasury, t…
Published on 4 months, 3 weeks ago
E190: $600 Billion Parametric CIO: Thomas Lee on Markets, Debt & Trust
Episode 190
In this episode of How I Invest, I spoke with Thomas Lee, Co-President and CIO of Parametric, a $600 billion asset manager within Morgan Stanley Investment Management. Tom walks us through how Parame…
Published on 4 months, 3 weeks ago
E189: Inside the Goldman Sachs Prop Desk: Lessons from a Top Trader w/Nancy Davis
Episode 189
Nancy Davis spent nearly a decade on Goldman Sachs’ legendary prop desk before founding Quadratic Capital, the firm behind the popular iVol ETF. In this episode, we dive deep into her options-based a…
Published on 4 months, 3 weeks ago
E188: The CAZ Way: Alignment, Access & Asymmetric Upside
Episode 188
Mark Wade leads strategy and investments at CAZ Investments, a Houston-based firm managing approximately $10 billion in assets. In this episode, we unpack the evolution of the alternatives landscape,…
Published on 4 months, 4 weeks ago
E187: Why Holding Companies Beat Private Equity w/Matt Foran
Episode 187
What if Berkshire Hathaway were built today, with the best of technology and long-term thinking baked into its DNA? That’s the question Matt Foran and his team at StoicLane are answering—by doing it.…
Published on 5 months ago
E186: Where’s the Alpha Opportunity in VC in 2025? w/Abe Finkelstein
Episode 186
What’s the playbook for building a resilient, multi-billion‑dollar venture firm that weathers every market cycle? In this episode, Abe Finkelstein, Co‑Managing Partner at Vintage Investment Partners,…
Published on 5 months ago