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Vlad Barbalat - Investing $120 Billion in Permanent Capital
Episode 479
My guest today is Vlad Barbalat, the Chief Investment Officer of Liberty Mutual Investments, the $120 billion investment platform that sits within on…
2 months, 1 week ago
Kareem Amin - The Unusual Approach to Company Building
Episode 478
My guest today is Kareem Amin, co-founder and CEO of Clay. Clay has become one of the fastest-growing software companies of the last few years, value…
2 months, 2 weeks ago
Alex Sacerdote - How to Invest Through Technology Cycles
Episode 477
My guest today is Alex Sacerdote, founder of Whale Rock Capital Management.
Whale Rock is a technology focused investment firm that manages more tha…
2 months, 3 weeks ago
Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App
Episode 476
My guest today is Dara Khosrowshahi, the CEO of Uber. Before Uber, Dara ran Expedia for thirteen years. We start with why he took this job in 2017, a…
2 months, 4 weeks ago
Dan Loeb - Lessons from 30 Years of Investing
Episode 475
My guest today is Dan Loeb, the founder and CEO of Third Point.
Dan started Third Point in 1995 with a few million dollars, and today the firm manag…
3 months ago
Darren Farber on Iran, China, and the Rise of Neoprimes
Episode 474
My guest today is Darren Farber, and this is his second appearance on the show.
Darren is a Managing Partner of Albion River, a defense-focused inves…
3 months ago
Gavin Baker - Watts and Wafers
Episode 473
My guest today is Gavin Baker, founding partner and CIO of Atreides Management, and this is our sixth conversation.
The central theme is watts and wa…
3 months, 1 week ago
Krishna Rao - Anthropic's CFO on Managing Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence
Episode 472
My guest today is Krishna Rao, the CFO of Anthropic. The center of our conversation is how he navigates the decision around procuring and allocating …
3 months, 2 weeks ago
Brian Chesky - AI Founder Mode
Episode 471
My guest today is Brian Chesky, the co-founder and CEO of Airbnb. Our conversation traces the path from his early training as an industrial designer …
3 months, 3 weeks ago
Paul Tudor Jones - Lessons From 50 Years in Markets
Episode 470
My guest today is Paul Tudor Jones. Paul is the founder of Tudor Investment Corporation and one of the greatest macro traders of all time, known for …
4 months ago