Search for a command to run...
CoreWeave's founders discuss their rapid rise in the AI infrastructure market, defending their business model against claims of being an AI bubble, and explaining how they've strategically built data centers and acquired GPUs through carefully structured long-term contracts with major tech companies.
Harley Bassman discusses macroeconomic trends, investment strategies, and market insights, focusing on persistent inflation, fiscal deficits, passive equity flows, mortgage-backed securities, long-dated bond options, private credit, MLPs, and gold as an alternative currency.
A deep dive into alternative investing reveals that infrastructure, behavioral considerations, and thoughtful portfolio construction matter more than fund selection, with a focus on reducing friction, managing illiquidity, and creating investor-friendly structures that encourage long-term allocation across vintages.
Alex Hormozi delivers a brutally honest guide to achieving success in your twenties and thirties, emphasizing the importance of taking asymmetric bets, focusing intensely on one thing, working hard and smart, and being willing to make sacrifices to achieve your goals.
Brian Neider, Managing Partner at Lead Edge Capital, shares how the firm scaled from a $52M first fund to $5B across six funds by creating a unique LP model focused on high-net-worth individuals who actively support portfolio companies, maintaining a rigorous investment framework, and prioritizing relationship-building and communication.
The episode explores how institutional investors like Alan McKnight manage capital across different client types, focusing on the importance of liquidity, structural alpha, and process-driven decision-making in building durable long-term investment returns.
Melvin Hibberd, CIO of Hunter Point Capital, explains how the firm is redefining GP stakes investing through proprietary partnerships, strategic value-add, and long-term alignment, focusing on building trust and supporting private market GPs beyond traditional capital solutions.
Jeff Braverman transformed his family's struggling $1 million nut store into a $100 million direct-to-consumer snack business by leveraging the early internet, Google AdWords, and innovative marketing strategies, ultimately keeping the business family-owned.
Zach Dell, CEO of Base Power, discusses his mission to lower electricity costs through innovative battery storage technology, vertical integration, and distributed grid solutions to drive energy abundance and accessibility.
In this episode, the hosts discuss the future of energy with Zach Dell, CEO of Base Power, and then explore the philosophical influence of Nick Land in Silicon Valley, delving into his complex intellectual journey and impact on technological thinking.
A deep dive into the credit market's First Brands bankruptcy, potential systemic risks, and its impact on financial markets, alongside a discussion of Trump's potential China tariffs and the stock market's reaction.
Here's a 2-sentence description for the episode: In this episode of Prof G Markets, Josh Brown discusses the recent tech sell-off driven by Sam Altman's comments about AI excitement, a Meta restructuring rumor, and an MIT study suggesting low returns on generative AI investments. The conversation also explores the implications of Trump's executive order allowing alternative assets in 401(k)s, with Brown arguing that while the move isn't inherently dangerous, venture capital investments in retirement accounts are ill-advised.