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.
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.
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.
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.
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.
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.
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.
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.