Podcast Episodes

Keith Rabois - If You Can’t Sell Them, Compete with Them

Episode 115

My guest this week is Keith Rabois. Keith is currently an investment partner at Khosla Ventures, but has a storied and diverse background as an inves…

7 years, 8 months ago

View Episode

Bryan Krug – High Yield Credit Investing

Episode 114

My guest today is Bryan Krug, who manages the Artisan Partners Credit Team and overseas more than $3B in high yield credit investments for the firm. …

7 years, 8 months ago

View Episode

Maureen Chiquet – Leadership Through Hard Conversations

Episode 113

My guest this week is Maureen Chiquet, the former longtime CEO of Chanel. Maureen also spent much of her career at the Gap, growing Old Navy from scr…

7 years, 8 months ago

View Episode

Hunter Walk – Building Picks and Shovels

Episode 112

My guest this week is Hunter Walk, the co-founder of Homebrew, a unique venture capital firm. Hunter is a tool builder, having spent his career befor…

7 years, 9 months ago

View Episode

Alex Moazed – Building Modern Monopolies

[REPLAY]

Modern Monopolies: What It Takes to Dominate the 21st Century Economy, which explores the platform business model (Uber, Airbnb, Github).  …

7 years, 9 months ago

View Episode

Cliff Asness – The Past, The Present & Future of Quant

Episode 111

My guest this week is Cliff Asness, the managing and founding principal at AQR Capital Management. 20 years after its founding in 1998, AQR manages $…

7 years, 9 months ago

View Episode

[REPLAY] Peter Attia, M.D. - How to Live a Longer, Higher Quality Life

[REPLAY]

My guest this week is Peter Attia, M.D., whose mission is to understand and improve human lifespan and healthspan (or quality of life).  Rea…

7 years, 9 months ago

View Episode

Ryan Caldbeck – Quant in Private Markets

Episode 110

My guest this week is Ryan Caldbeck, a private equity investor who wants to bring quantitative rigor to the private markets. Ryan is the CEO of Circl…

7 years, 10 months ago

View Episode

Howard Lindzon – Fintech and Trend Following

Episode 109

My guest this week aspires to be the Larry David of investing, and we discuss why. Howard Lindzon is hard to categorize. He’s primarily an early stag…

7 years, 10 months ago

View Episode

CoVenture Credit - Esoteric Credit with Ail Hamed, Brian Harwitt, and Marc Porzecanski

Episode 108

My guests this week are Ali Hamed, Brian Harwitt and Marc Porzecanski who work together at CoVenture Credit. When I first had Ali on as a podcast gue…

7 years, 10 months ago

View Episode