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Jeremy Grantham – An Uncertain Crisis - [Invest Like the Best, EP.177]
Episode 177
My guest today is Jeremy Grantham. Jeremy is the co-founder and chief investment strategist of Grantham, Mayo, & van Otterloo (aka GMO). GMO, which m…
6 years, 2 months ago
Ben Thompson – Platforms, Ecosystems, and Aggregators
Episode 176
My guest today is Ben Thompson. Ben is the author of my favorite business strategy newsletter called Stratechery. He’s also the host of the exponent …
6 years, 3 months ago
Shishir Mehrotra – The Art and Science of the Bundle
Episode 175
My guest today is Shishir Mehrotra and the topic of our conversation is the bundle: offering access to multiple products, services, or providers for …
6 years, 3 months ago
Hamilton Helmer – Power + Business
Episode 174
My guest today is Hamilton Helmer, the Co-Founder and Chief Investment Officer of Strategy Capital and the author of one of the best business books i…
6 years, 3 months ago
Tobi Lutke – Building a Modern Business
Episode 173
My guest today is Tobi Lutke, the co-founder, and CEO of Shopify. This is both a timely and evergreen conversation. Timely, as the world as moved a…
6 years, 3 months ago
Ali Hamed – An Update on Private Credit
Episode 172
My guest today is popular past guest Ali Hamed, who joins us for an update on private credit. We discuss what has happened so far, what parts of the …
6 years, 3 months ago
Chris Bloomstran - An Update on Public Markets
Episode 171
My guest today for a flash update is Chris Bloomstran, the founder and CIO of Semper Augustus and a popular past guest on the show. We talk about his…
6 years, 4 months ago
Josh Kopelman - The Past, Present, And Future Of Seed Investing
Episode 170
My guest today is Josh Kopelman, the founder of famed venture capital firm First Round Capital. Prior to starting First Round, which has invested at …
6 years, 4 months ago
Manny Stotz - Frontier Markets Investing
Episode 169
My guest today is Manny Stotz, the founder of Kingsway Capital. Manny is one of the leading investors in Frontier Markets, investing in equities in c…
6 years, 4 months ago
Sarah Tavel - Consumer & Marketplace Investing
Episode 168
My guest this week is Sarah Tavel, a general partner at Benchmark, working alongside past guests Bill Gurley and Chetan Puttagunta. Sarah has a long …
6 years, 4 months ago