Eli Dourado – Frontiers for Productivity

Invest Like the Best | 11 May 2021 | 0h 56m | Listen Later | iTunes
Interview with Eli Dourado of the Center for Growth and Opportunity. Backgrounds the evidence for and explanations of the ongoing slowdown in economic growth. Discusses the case for growth and some of the innovative technologies that could reverse this trend, especially in biotech, alternative energy, faster transportation, space, and IT.

Jonathan Goldberg – Capturing Carbon

Invest Like the Best | 18 March 2021 | 0h 50m | Listen Later | iTunes
Interview with Jonathan Goldberg, the founder, and CEO of Carbon Direct, a company focused on advising and investing in carbon removal at scale. Discusses commodities trading, the state of the carbon problem today, the importance of global carbon standards and carbon taxes, and the necessity for and future of carbon capture and removal technologies.

Rory Sutherland – Moonshots and Marketing

Invest Like the Best | 15 September 2020 | 0h 49m | Listen Later | iTunes
Interview with Rory Sutherland about his book Alchemy: The Surprising Power of Ideas That Don’t Make Sense. Sells the value of marketing and trialling the bizarre rather than imagining we understand a complex world.

Michael Mauboussin – Great Migration Public to Private Equity

Invest Like the Best | 1 September 2020 | 0h 59m | Listen Later | iTunes
Interview with Michael Mauboussin about his paper on the migration of investment from public to private markets in the USA. Explore the reasons for this shift, the biggest overall changes in capital markets, what the future may hold, the rise of intangible asset investments, employee-based compensation as a form of financing, and more.

Brian Armstrong – The Future of Crypto

Invest Like the Best | 11 August 2020 | 1h 03m | Listen Later | iTunes
Interview with Brian Armstrong, the co-founder and CEO of Coinbase. Extols the benefits of economic freedom and discusses the future of cryptocurrency and decentralized finance as enablers of that freedom.

Charlie Songhurst – Lessons from Investing in 483 Companies

Invest Like the Best | 7 July 2020 | 1h 06m | Listen Later | iTunes
Interview with Charlie Songhurst, a private investor and ex-head of strategy at Microsoft. Discusses how companies fail at each stage, why boring and complex leads to big returns, where to look for human capital, and combining east and west coast investment mentalities. Argues for understanding the ways that companies fail rather than succeed.

John Collison – Growing the Internet Economy

Invest Like the Best | 16 June 2020 | 1h 21m | Listen Later | iTunes
Interview with John Collison, co-founder of Stripe. Discusses the future of the internet economy, industrial conglomerates, the power of writing well, and financial accounting in the age of intangibles.

Jeremy Grantham – An Uncertain Crisis

Invest Like the Best | 9 June 2020 | 1h 07m | Listen Later | iTunes
Interview with Jeremy Grantham, co-founder and chief investment strategist of GMO. Discusses the evolution of contrarian value investment; bubbles; the value and importance of venture capital; increasing monopoly power and corporate influence on Government; how to think about the value of FANG stocks; and that opportunity often lies between fields of expertise.