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Jeremy Grantham – An Uncertain Crisis - [Invest Like the Best, EP.177]
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

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Ben Thompson – Platforms, Ecosystems, and Aggregators
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

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Shishir Mehrotra – The Art and Science of the Bundle
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

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Hamilton Helmer – Power + Business
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

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Tobi Lutke – Building a Modern Business
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

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Ali Hamed – An Update on Private Credit
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

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Chris Bloomstran - An Update on Public Markets
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

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Josh Kopelman - The Past, Present, And Future Of Seed Investing
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

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Manny Stotz - Frontier Markets Investing
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

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Sarah Tavel - Consumer & Marketplace Investing
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

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