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.

Peter Zeihan – Dis-United Nations

Invest Like the Best | 10 March 2020 | 1h 03m | Listen Later | iTunes
Interview with Peter Zeihan about his book the Disunited Nations: The Scramble for Power in an Ungoverned World. Uses a geographical lens to understand the world. Discusses two ways of ruling the world, the coming American disinterest in global affairs, and which countries are poised to do well in the future. Explores military and non-military technologies, political changes, and up and coming alliances like that between the United States and Mexico.

How to Build a Platform

Invest Like the Best | 3 March 2020 | 0h 52m | Listen Later | iTunes
Interview with Jeff Lawson, the cofounder, and CEO of Twilio, a 15-billion-dollar company offering a cloud communications platform to its customers. Discusses why it pays to be a platform, how to be a platform, and how to sculpt a company culture.

Matt Clifford – Investing Pre-Company

Invest Like the Best | 14 January 2020 | 1h 14m | Listen Later | iTunes
Interview with Matt Clifford, the co-founder of Entrepreneur First, the world’s leading talent investor. They invest “pre-company” by helping the best people in cities around the world find a co-founder, develop an idea, and start a company. Includes a fascinating perspective on the history of the dominant technology of ambition – from reading and writing, through military command and finance to today’s technology entrepreneurship. With each change, a new type of institution emerges to amplify outcomes. Entrepreneur First aims to be the missing institution that makes technology entrepreneurship a viable career path.

Ben Savage – All Things Fintech Investing

Invest Like the Best | 17 December 2019 | 1h 05m | Listen Later | iTunes
Interview with Ben Savage, partner at Clocktower Technology Ventures focussed on fintech. Overviews potential financial innovations where technology is opening up what can be invested in, especially in less liquid and less regulated areas, bringing new sources of beta. Insightful throughout.

Jeff Ma – Making Decisions with Data

Invest Like the Best | 10 December 2019 | 0h 53m | Listen Later | iTunes
Interview with Jeff Ma about ideas from his book The House Advantage: Playing the Odds to Win Big In Business. Discusses fascinating ways data is used to make decisions in the worlds of sports and business. Includes playing on the famous MIT Blackjack team, sports betting and analytics, analyzing human capital, and running the data science and analytics group at Twitter.