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E278: What Separates the Top 1% of GPs
Episode 278
What if the most powerful investment strategy isn’t optimization but making one truly great decision each year? In this episode, I talk with Joshua B…
3 months, 2 weeks ago
E277:Why the Best GPs Refuse to Raise More Capital
Episode 277
Why is the hardest discipline in growth equity not finding great companies but refusing to grow past the point where returns break? In this episode, …
3 months, 3 weeks ago
E276: Lessons from Allocating $70B as CIO at the University of Texas
Episode 276
Why do the biggest investing breakthroughs come not from complexity, but from simplicity and why is that so hard for smart people to accept? In this …
3 months, 3 weeks ago
E275: Does Grit Actually Matter in a GP — or Is It Just a Good Story?
Episode 275
Why do the people who build the most meaningful things almost always choose the hardest path and what does that unlock in the long run? In this episo…
3 months, 3 weeks ago
E274:How LPs Miss Early Asymmetry by Waiting
Episode 274
What if the biggest barrier to earning returns in alternatives isn’t access, fees, or performance but friction, complexity, and behavior? In this ep…
3 months, 3 weeks ago
EP273: What the Best Family Offices Do Differently
Episode 273
What if managing your own capital and not outsourcing it is the highest-return investment decision you can make? In this episode, I talk with Alex To…
3 months, 4 weeks ago
EP272: How a $10B Company Turned De-Extinction into a Platform
Episode 272
What kind of entrepreneur decides to bring back extinct species and why might that become one of the most important businesses of our lifetime? In th…
3 months, 4 weeks ago
E271: The Future of VC: Space, Energy, Defense
Episode 271
How do you spot a frontier-tech company before it becomes obvious and why is being early so much harder than being right? In this episode, I talk wit…
3 months, 4 weeks ago
EP270: How Billionaires Avoid Family Chaos (and Taxes)
Episode 270
What if the most important decision in wealth planning isn’t the tax strategy—but who you trust to make decisions when you no longer can? In this epi…
4 months ago
EP269: The $350M 30-Year Fund Model
Episode 269
What happens when you throw out the playbook of traditional private equity and instead build businesses with permanent capital, no exits, and no mana…
4 months ago