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.

Michael Mauboussin – Untangling Skill and Luck in Business, Sports, and Investing

What Got You There with Sean DeLaney | 19 July 2020 | 1h 12m | Listen Later | iTunes
Interview with Michael Mauboussin discussing leadership in sport, his thinking and writing processes, books, behavioural biases, and the Santa Fe Institute. Draws in particular on ideas from his book The Success Equation, which is all about distinguishing skill from luck.

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.

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.

Steven Jorgenson on Investing in the Space Industry

The Meb Faber Show | 25 May 2020 | 1h 01m | Listen Later | iTunes
Interview with Steven Jorgenson, Managing General Partner of Starbridge Venture Capital. Backgrounds the space industry – only 2% of which is the launch sector. Fascinating overview of space research and development, the potential applications, and likely timelines.

Dan McMurtrie: Pandemic Investing, Venture Capital, and Frontier Markets

Infinite Loops | 7 May 2020 | 1h 22m | Listen Later | iTunes
Interview with Dan McMurtrie, Founder & CEO of Tyro Partners, and Partner at Anchorless Bangladesh. Discusses navigating uncertain markets in a COVID-19 world before a fascinating deep dive on Anchorless’ work investing in Bangladeshi technology startups.

Bill Ackman: Getting Back Up

The Knowledge Project with Shane Parrish | 28 April 2020 | 1h 39m | Listen Later | iTunes
Interview with activist investor, Bill Ackman about lessons he’s learned growing up, raising a family, what drives him forward and back up from failure, consuming information and ideas, and facing criticism.

Brent Beshore – Micro Buyout Adventur.es

Capital Allocators | 10 December 2018 | 1h 08m | Listen Later | iTunes
Interview with Brent Beshore, founder and CEO of Adventur.es, an investment firm that buys small family-owned businesses. Shares lessons from his book The Messy Marketplace: Selling Your Business in a World of Imperfect Buyers. Wide-ranging discussion of small business investment and what owners need to know to engage well with investors when selling their business.