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Boyd Varty - 40 Days and 40 Nights
In the midst of the worldwide quarantine, my friend Boyd Varty decided to begin an adventure he has been considering for a long time: a 40 day and 40…
6 years, 4 months ago
Gavin Baker – Investing Through a Bear Market
Episode 167
My guest today is with past guest Gavin Baker, the founder and CIO of Atreides Management, LP. We discuss investing during a bear market and the majo…
6 years, 5 months ago
D.A. Wallach – Investing in Healthcare
Episode 166
My guest today is D.A. Wallach, one of the more interesting investors I’ve come across. He is the former lead singer of the group Chester French and …
6 years, 5 months ago
Chad Cascarilla – Update on Tail Risk
Episode 165
My guest today is Chad Cascarilla, here to discuss some of the tail risks in the economy and markets as of March 24th in the midst of the Coronavirus…
6 years, 5 months ago
Brent Beshore – Update on Small Business and Private Equity
Episode 164
My conversation today is with my close friend Brent Beshore. Brent is a private equity investor who owns and interacts with many small businesses, wh…
6 years, 5 months ago
Dan Rasmussen – Investing Through a Crisis
Episode 163
My guest this morning is Dan Rasmussen of Verdad Capital. Like me, Dan and his firm focus on quantitative research. Just a month before the COVID cri…
6 years, 5 months ago
Bill Gurley and Chetan Puttagunta – An Update on Consumer & Enterprise Venture Capital
Episode 162
My guests today are Bill Gurley and Chetan Puttagunta, both partners at benchmark capital. We review the early stage investing world in the face of c…
6 years, 5 months ago
Bryan Krug – An Update on Corporate Credit
Episode 161
My guest in this flash podcast is Bryan Krug of Artisan partners. We discuss what has happened so far in the corporate high yield and investment-grad…
6 years, 5 months ago
Deep Basin – Oil Price War and Its Implications
Episode 160
This week, I’ll be recording and immediately releasing a series of conversations on business and market reactions to the spread of coronavirus. The c…
6 years, 5 months ago
Peter Zeihan - Dis-United Nations
Episode 159
My guest this week is Peter Zeihan, the author of a new book, the Disunited Nations. Peter was an extremely popular guest on the show last year and…
6 years, 5 months ago