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Steve Novakovic discusses the transformative shift from strategic asset allocation to the Total Portfolio Approach (TPA), highlighting governance changes, evolving market dynamics, and the implications for institutional investors, private markets, and alternative investments.
Ben Horowitz discusses how AI is transforming venture capital by accelerating decision-making, forcing firms to evaluate investors at the point of investment, and creating opportunities across multiple verticals while reflecting unprecedented market demand.
In a rare and unprecedented move, the Justice Department launched a criminal investigation into Federal Reserve Chair Jerome Powell, allegedly over building renovations, but widely seen as a political attempt to pressure Powell on monetary policy, which Powell forcefully rejected in a viral video statement.
A deep dive into venture capital with Alex Rampell, exploring investment strategies, the changing startup landscape, AI's impact on labor and technology, and the critical importance of finding high-agency founders who can materialize labor, capital, and customers.
A discussion of potential U.S. imperial ambitions under Trump, exploring geopolitical moves in Venezuela and Greenland, and analyzing how markets might react to increasingly aggressive foreign policy strategies.
An expert discussion of portfolio construction that challenges traditional 60/40 investing strategies, explores the importance of understanding individual risk profiles, and examines how factors like time horizon, income stability, and macro trends impact optimal investment approaches.
Alex Rampell discusses Andreessen Horowitz's $15B fundraise, venture capital strategies, and the evolving landscape of technology investment, emphasizing the importance of finding high-agency founders who can materialize labor, capital, and customers.
A deep dive into the potential natural gas supply crunch driven by premature electrification, AI data center expansion, and growing LNG exports, highlighting why the U.S. may face a critical energy vulnerability in the coming years.
In their 2026 predictions episode, the All-In podcast hosts discuss potential economic, political, and business trends, ranging from California's proposed wealth tax and potential IPOs to geopolitical shifts and the impact of AI, while offering bold and sometimes contrarian predictions about the upcoming year.
Ben Horowitz discusses how Andreessen Horowitz has scaled venture capital by building a platform that provides real support for entrepreneurs, focusing on network, operating experience, and helping founders navigate complex challenges across multiple technology sectors.
Kam Dasani shares how he broke free from feeling underutilized in his corporate job by developing strategic trading skills, teaching professionals how to generate active income through swing trading options and build financial freedom without quitting their jobs overnight.
Logan Allin discusses how size becomes the enemy of venture returns, why private markets are changing, and how Fin Capital is building a full-lifecycle platform focused on enterprise software by taking a contrarian approach and finding inefficient market opportunities.
Robinhood CEO Vlad Tenev discusses the company's record year, highlighting its growth to 11 business lines generating over $100M in revenue, expansion into tokenization and prediction markets, and strategic vision for global and institutional market domination.
Ben Horowitz discusses the evolution of Andreessen Horowitz, explaining how they built a venture capital firm focused on providing entrepreneurs with network, advice, and platform services by scaling strategically and hiring experienced founders and CEOs.
Josh Brown discusses the resilience of the AI market, earnings growth potential in 2026, and offers advice for young investors to welcome market corrections as opportunities for long-term wealth accumulation.
Clay Finck explores Daniel Gladiš's book "Hidden Investment Treasures", revealing how the rise of passive investing has created market inefficiencies and opportunities for disciplined value investors to find undervalued stocks across different sectors and geographies.
A deep tech venture capitalist shares his journey from PhD engineer to investor, emphasizing that people matter more than technology and success is about recruiting great talent, building relationships, and finding founders who can adapt and execute.
Joshua Browder, founder of DoNotPay, shares insights on investing in early-stage founders by prioritizing grit, personal connection to the problem, and creating momentum, emphasizing that making one truly great decision each year can be more impactful than constant incremental optimization.
Kevin Hartz discusses his journey investing in and building technology companies, from early successes like PayPal and Eventbrite to his current venture capital firm A*, which focuses on backing young founders and investing heavily in AI and early-stage companies.
A wide-ranging discussion about AI's transformative potential, exploring its impact on enterprise, education, manufacturing, and technology across various sectors, with insights from McKinsey's Bob Sternfels and General Catalyst's Hemant Taneja.
A comprehensive look at the 2025 global market performance reveals that while US markets did well, international markets, particularly in China, South Korea, and emerging markets, significantly outperformed, challenging the "US is the only game in town" narrative.
Deepak Sindwani shares how Wavecrest Growth Partners deliberately caps its fund size at $450M, prioritizes building trusting relationships with founders, and focuses on helping growth-stage B2B tech companies scale from $5M to $50M in revenue through strategic partnership and collaborative value-add.
Michael Bloomberg shares his remarkable journey from Wall Street to founding Bloomberg LP, serving as New York City's mayor, and becoming a leading philanthropist, discussing his work ethic, leadership principles, and commitment to improving lives through innovation, education, and strategic giving.
Jason and Alex discuss major tech and startup news, including Nvidia's $20B Groq acquisition, Yann LeCun leaving Meta, and the potential IPOs of companies like OpenAI and Discord in 2026.
In this episode, Larsen Jensen, a former Olympic swimmer and Navy SEAL turned venture capitalist, discusses the power of embracing difficult challenges, the importance of mental toughness, and how founders and investors can develop resilience by choosing hard paths with a meaningful purpose.
Scott Galloway shares his bold predictions for 2026, including AI stock corrections, the potential burst of the data center bubble, challenges to the NVIDIA and OpenAI duopoly, and the rise of space technology and prediction markets.
A behind-the-scenes exploration of how economists at the Boston Fed's annual research conference develop and critique academic research that could eventually influence monetary policy, revealing the complex intellectual ecosystem where macro ideas are first drafted and debated.
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.
Clay Finck discusses his 2025 portfolio additions, investment philosophy focused on quality businesses and exceptional founder-operators, and how he evaluates stocks beyond short-term market narratives.
A panel of AI investment experts discuss the massive capital influx into AI, highlighting the insatiable demand for compute infrastructure, applications, and the potential risks of unequal wealth creation and energy constraints.
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.
Ben Horowitz discusses leadership, culture, and innovation through stories about the internet's development, wartime vs. peacetime CEOs, and the critical importance of individual actions in shaping the world, drawing insights from historical figures like Toussaint Louverture and highlighting the unique challenges in bio and healthcare innovation.
Chris Van Dusen shares insights on building successful businesses, navigating venture capital, and helping founders create long-term value through disciplined investing, strategic partnerships, and operational excellence.
Clay, Sean, and Daniel discuss their top stock picks for 2026: Exor N.V. (a holding company with a significant Ferrari stake), Mercado Libre (a dominant Latin American e-commerce and fintech platform), and Meta (a tech giant with strong advertising capabilities and potential AI upside).
In this episode, Alex Tonelli discusses how Endurance, a family office for three entrepreneurs, evolved from a startup holding company to a highly structured investment vehicle by applying first-principles thinking, focusing on vintage diversification, and avoiding institutional investment pitfalls.
A deep dive into franchising as a potentially overlooked path to wealth creation, exploring various franchise opportunities, economics, and strategies for success across industries like food, home services, and senior care.
Matt Ober, a seed-stage venture capitalist at Social Leverage, discusses the evolving data economy, highlighting how AI is reshaping data business models, the emergence of new data sources, and the transformation of alternative data from alpha to beta.
Maria Vassalou from Pictet Research Institute discusses how aging global demographics threaten economic growth, but technological innovations in robotics and AI can mitigate these challenges by enhancing productivity and replacing scarce labor across sectors like housing, healthcare, and food.
Brad Jacobs shares insights on building billion-dollar companies, raising capital, mastering organizational integration, and maintaining a positive mindset through techniques like meditation, rational emotive behavioral therapy, and cognitive behavioral therapy.
Jonathan Lacoste, founder of Space VC, shares insights on investing in frontier tech startups, emphasizing the importance of tracking founder talent migration, understanding the distinction between deep and frontier tech, and the critical role of grit and mission-driven entrepreneurship in emerging technological sectors.
Jeffrey Katzenberg and ChenLi Wang of WndrCo discuss their venture firm's hybrid investment model, leveraging technology and storytelling to build and invest in transformative companies across consumer security, health, and the future of work, while navigating the emerging AI landscape.
Jan Hatzius and Ben Snider from Goldman Sachs discuss their economic and market outlook for 2026, highlighting strong earnings growth, the potential impact of AI, and expectations for continued economic resilience despite concerns about market concentration and productivity shifts.
Brian Halligan reflects on his entrepreneurial journey at HubSpot, discussing the challenges and joys of building a billion-dollar company, the evolution of startup culture, and his insights on leadership, happiness, and the future of technology.
A deep dive into trust structuring reveals how billionaires can preserve family wealth, enable their children's opportunities, and minimize taxes by carefully selecting an independent trustee who understands family dynamics and provides long-term strategic guidance.
Kyle Grieve reflects on the key investing lessons he learned in 2025, including the importance of flexible conviction, understanding company culture, focusing on downside protection, and recognizing the power of incentives.
A wide-ranging conversation with Guy Spier explores topics like investing, personal growth, psychedelics, music, and the importance of understanding oneself and the world, while emphasizing the value of writing down goals, continuous learning, and treating others with empathy.
In this episode, Alexander Russ from Evercore discusses the psychology of LP decision-making, emphasizing how great GPs differentiate themselves through narrative, early momentum, and credibility when raising capital in the competitive private markets of 2025.
Troy Millings shares insights on financial literacy, entrepreneurship, and creating generational wealth through his platform Earn Your Leisure, emphasizing the importance of education, overcoming fear, and investing in oneself through live events and continuous learning.
Secretary Scott Bessent discusses the Trump administration's economic policies, including tariffs, Fed reform, affordability challenges, and the innovative "Trump accounts" program aimed at increasing financial literacy and equity ownership among Americans.
A seasoned investor reveals his unorthodox "observational investing" strategy of leveraging social media trends and consumer behavior shifts to generate massive returns, turning $20,000 into nearly $70 million over 17 years by identifying information asymmetries before the market catches on.
In this annual ask-me-anything episode, Scott Galloway, Ed Elson, and Claire Miller answer listener questions about everything from Scott's investment in a professional soccer team to their personal splurges, and whether Scott plans to run for public office.
A lively end-of-year podcast episode reviewing 2025's top founders, funds, companies, and making predictions for 2026, including potential tech IPOs, stock performance, and the potential impact of AI on employment.
Andrei Stetsenko of Gymkhana Partners discusses India's robust economic growth, promising aerospace and defense sectors, and investment opportunities in undervalued small-cap companies with unique competitive advantages.
Peter Thiel discusses how to build innovative startups by creating unique technologies, finding small winnable markets, and developing differentiated approaches that can become monopolies, emphasizing the importance of doing something genuinely new rather than incrementally improving existing solutions.
A thoughtful exploration of investing wisdom with Nima Shaye, focusing on the importance of understanding a business's qualitative roots, embracing long-term thinking, and surrendering to market uncertainty while maintaining a disciplined, patient approach.
Hamilton Reiner, JPMorgan's CIO of US Core Equity, discusses how options can be used to create investment discipline, manage risk, and help investors stay invested through market volatility by providing downside protection and income generation.
In this podcast episode, David Haber and Zach Perret trace the dramatic rise, fall, and reset of the fintech industry, exploring how the sector went from receiving 25% of venture dollars to nearly zero and is now experiencing a resurgence driven by AI, embedded finance, and new approaches to financial services.
iRobot files for bankruptcy with Chinese creditor taking over, while the podcast hosts reflect on the company's downfall and make bold tech predictions for 2026, culminating in their annual humorous Christmas song.
An exploration of the dot-com bubble reveals how distorted incentives, speculative excess, and misaligned corporate governance led to a dramatic market crash, offering timeless lessons for investors about understanding value and avoiding hype.
Andrew Beer discusses the evolution of multi-strategy hedge funds, exploring how these "pod shops" generate superior risk-adjusted returns through sophisticated risk management, information advantages, and talent curation, while also explaining his approach to democratizing alternative investment strategies through low-cost, efficiently designed ETFs.
Patrick Ewers, founder of Mindmaven, shares insights on how effective relationship management, strategic delegation, and intentional thinking time can unlock professional potential and create billion-dollar opportunities.
Brazilian tech entrepreneur Fabricio Bloisi discusses his journey from founding mobile content company Movile to becoming CEO of Prosus, sharing insights on building successful tech companies across emerging markets through innovative culture, strategic investments, and global technology scaling.
Jason Calacanis shares insights on his media journey, investing strategy at Launch, lessons from the All-In Podcast, and personal experiences with Elon Musk and Tesla while discussing his approach to podcasting, venture capital, and startup investing.
A candid conversation with David George from a16z about AI investment strategies, the changing landscape of venture capital, and why finding founders with exceptional strengths matters more than worrying about theoretical competition.
Michael Lewis explores the lasting financial consequences of the 2008 crisis with Bloomberg columnist Matt Levine, discussing shifts in Wall Street's power dynamics, the rise of Bitcoin, and how risk has moved from traditional banks to alternative financial institutions.
A deep dive into the latest tech and venture capital news, covering SpaceX's potential $1.5T IPO, OpenAI's Disney deal, Oracle's stock drop, and the evolving landscape of AI-driven innovation across design, coding, and enterprise tools.
Helen Hastings founded Quanta, an AI-powered accounting software for software and services companies, by first having humans do the work of analyzing financial data, which helped her raise $20 million and develop a more efficient, AI-driven accounting platform that provides real-time financial insights.
Jim Cramer discusses hot takes on big tech companies like Apple, Meta, Amazon, Microsoft, Tesla, NVIDIA, Oracle, and OpenAI, sharing insights on their potential, challenges, and future prospects while promoting his book on making money in any market.
Bill Gurley explores the journey of pursuing a dream career, sharing insights from successful entrepreneurs like Bob Dylan and Danny Meyer, while discussing the importance of passion, learning, and adaptability in navigating career transitions, particularly in the context of emerging technologies like AI.
Jamie Lee from Tamarack Global shares insights on generating venture capital alpha through founder referrals, asymmetric information, and deep diligence, while exploring emerging technologies like humanoid robotics and the future of labor automation.
Yaron Naymark, founder of 1 Main Capital, discusses how he has patiently grown his concentrated long-biased hedge fund by outperforming major equity benchmarks, attracting investors through consistent communication, and making strategic operational improvements.
In this episode, Ed Elson discusses the latest jobs report showing unemployment rising to 4.6%, interviews labor economist Kathryn Anne Edwards about the economic implications, talks with Jon McNeill about developments in the EV industry, and explores TikTok Shop's rapid growth in the retail space.
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.
Rob explores listener questions about freemium retention rates, delegating core SaaS skills at different company stages, whether great founders can succeed with any product, and the risks of building on third-party or no-code platforms.
A deep dive into Greylock Partners' approach to venture capital, focusing on their core values of service to entrepreneurs, their unique talent model, and insights into current venture strategies across early-stage initiations, horizontal software, and the evolving AI landscape.
Henry Ellenbogen discusses his investment philosophy of identifying and backing the rare 1% of companies that drive long-term returns, focusing on understanding people, change, and the potential for durable growth across various industries.
A deep dive into iRobot's bankruptcy, exploring how the failed Amazon acquisition and regulatory challenges led to the company's downfall and eventual sale to a Chinese robotics manufacturer.
Jim Chanos breaks down the risks in AI infrastructure investing, highlighting the commodity-like nature of data center hosting, the potential for massive GPU depreciation, and the concerning trend of unprofitable AI companies driving massive capital expenditures.
In this episode, Alfred Lee from Q Wealth Partners discusses the evolution of portfolio construction, highlighting the shift from traditional 60/40 portfolios to a 50/30/20 model that incorporates alternatives, emphasizes the importance of uncorrelated assets, and focuses on managing liquidity during market crises.
Scott Galloway and Ed Elson analyze the potential investment landscape for 2026, discussing the risks and opportunities in the market, with a focus on AI, market valuations, and strategies for diversification amid uncertainty.
David George, a General Partner at Andreessen Horowitz, discusses the firm's investment strategy, the evolving landscape of venture capital, the potential of AI startups, and the importance of backing founders with exceptional strengths across various market opportunities.
Howard Marks discusses his investment philosophy, the importance of avoiding losers, understanding market cycles, maintaining an even keel, and finding opportunities in inefficient markets while emphasizing the need to stack the odds in your favor and not overreach.
Peter Madsen, CIO of Utah's SITFO, discusses building a sovereign wealth fund from scratch, focusing on factor-based investing, mean reversion, venture capital strategy, and leveraging AI tools to streamline investment due diligence.
Tom Lee discusses his bullish outlook for 2026, predicting a potential market drawdown but ultimately a recovery, driven by AI innovation, technological advancements, and the potential for small-cap and financial sector growth.
In a conversation with Nicolai Tangen, Ruchir Sharma discusses global market dynamics, the role of AI in economic growth, and potential shifts in the tech bubble and investment landscape.
Stig Brodersen shares insights on his portfolio changes in 2025, discussing his investment in Uber, sale of Evolution AB, thoughts on Alphabet's AI strategy, and the importance of having unfair advantages in investing.
A deep dive into Colzen Capital's innovative pre-exit liquidity strategy that provides founders and executives with structured equity financing, enabling them to unlock liquidity while maintaining upside potential in late-stage venture companies.
A deep dive into the complex world of data center financing, exploring the challenges of power interconnection, tenant diversification, technological risks, and the emerging financial structures supporting the massive AI-driven infrastructure build-out.
A deep dive into SpaceX's $800 billion valuation, potential IPOs for Anthropic and Databricks in 2026, Netflix's acquisition of Warner Brothers, and discussions on AI model dynamics, Chinese open-source models, and the evolving venture capital landscape.
A venture capital roundtable featuring Bryan Kim and David Clark explores the AI landscape, discussing startup valuations, growth potential, and whether the current AI market constitutes a bubble, while highlighting innovative strategies for founders and emerging technological opportunities.
Rennick Palley, founder of Stratos, discusses how he built four top-decile crypto funds by developing a disciplined, mathematically grounded approach to portfolio construction and investing in crypto with a focus on fundamentals, strategic allocation, and understanding the evolving market dynamics.
A wide-ranging conversation with Gaurav Kapadia exploring his perspectives on New York City, investing, art, craftsmanship, and maintaining entrepreneurial energy, revealing his unique approach to judging quality across multiple domains.
Jay Shetty explores money mindset with financial experts, revealing practical strategies to save, invest, and build wealth through discipline, understanding money's nature, and developing a healthy relationship with finances.
A fascinating conversation with David Rubenstein exploring his journey from a modest background to becoming a successful private equity leader, philanthropist, and interviewer, delving into leadership, investing, history, humility, and the pursuit of happiness.
Sam Gaer of Monarq Asset Management discusses how his firm uses quantitative directional strategies to trade crypto assets, aiming to provide an institutional-quality return stream that outperforms bitcoin by managing risk and leveraging technological expertise.
A deep dive into Sequoia's partnership model, exploring how they find and partner with outlier founders, their approach to venture investing, and the importance of conviction, courage, and continuous improvement in selecting the most important companies of tomorrow.
Jason and Alex discuss the viral Target "ad" in ChatGPT, which turns out to be a partnership integration, and explore the potential future of advertising in AI platforms while analyzing OpenAI's competitive landscape and market share.
Julia Rees Toader shares insights from her decade advising top CIOs at Goldman Sachs, revealing how the world's best investors balance technical analysis with gut instinct, emotional intelligence, and idiosyncratic risk-taking.
Erik Norland, Chief Economist at CME Group, discusses the soaring prices of precious metals, particularly silver and gold, driven by technological shifts, global fiscal challenges, and investors seeking assets central banks can't print.
Netflix wins the bidding war for Warner Bros. Discovery in a $72 billion deal, sparking antitrust concerns and potential regulatory challenges.
Dan Ivascyn discusses the changing fixed income landscape, the potential for bond investments in 2025, and the opportunities in global markets amid evolving economic and political conditions.
Kyle Grieve breaks down Michael Mauboussin's insights on combating noise in investing, challenging common myths about valuation metrics, understanding intangible investments, and recognizing the low base rates of corporate survival.
Zach Dell and Justin Lopas discuss the founding and rapid growth of Base Power, their energy startup focused on vertically integrating battery technology to lower electricity costs through a relentless, mission-driven approach to scaling and company culture.
Steve McLaughlin, founder of FT Partners, shares insights into the future of fintech, highlighting the transformative potential of AI, tokenization of real-world assets, and the importance of building innovative, globally-focused financial technology companies that can potentially become trillion-dollar enterprises.
General Catalyst's $1.5B Creation Strategy is building AI-native companies in fragmented service industries by developing specialized software that can automate 30-50% of tasks, then acquiring and transforming businesses to dramatically improve EBITDA margins.
Clay and Shawn discuss Shawn's investment approach, focusing on consumer-centric tech and retail companies like Adobe, Uber, Lululemon, and Nike, while exploring their intrinsic value portfolio and research process, with a particular emphasis on Adobe's potential despite AI-related market fears.
Brad Gerstner discusses the new "Trump accounts" program, which will provide $1,000 to every child born between 2025 and 2028, with Michael Dell contributing $6 billion to extend the program to children under 10, aiming to create universal private ownership and help address economic inequality.
Dan Wertman from Noetica discusses how AI is being used to analyze credit market deal terms, revealing a "flight to fortification" with lenders increasingly adding structural protections amid potential market distress and complex AI-related financing structures.
An insider's deep dive into building a durable venture capital firm by focusing on high-access Series A investments, operational support for founders, and maintaining consistent performance across investment vintages.
Trae Stephens discusses his journey as a partner at Founders Fund and co-founder of Anduril, exploring topics like defense tech, AI ethics, the importance of choosing meaningful quests, and how venture capital can support transformative technologies.
OpenAI declares a "code red" in response to Google's Gemini AI launch, signaling an intensifying AI race and the need to refocus resources on improving ChatGPT's quality and market position.
Ben Horowitz shares insights on leadership, confrontation, and culture, emphasizing the importance of being honest, making tough decisions, and creating memorable cultural rules that drive specific behaviors.
A deep dive into China's accelerating push for self-sufficiency in trade, its massive trade surplus, and geopolitical tensions involving Taiwan, Japan, and the United States, highlighting China's growing economic and strategic influence.
David George shares insights into a16z's growth investing strategy, focusing on AI investments, identifying market leaders, and backing "technical terminator" founders across various technology sectors.
Ben Horowitz shares insights on leadership, culture, and entrepreneurship, revealing his approach to tough conversations, the importance of confidence in CEOs, and his passion for supporting pioneers in industries like hip hop through his Paid in Full Foundation.
In this episode, Oren Klaff shares his expertise on negotiation, status control, and deal-making, revealing powerful strategies for entrepreneurs to navigate high-stakes conversations and level the playing field with more powerful counterparts.
Kevin O'Leary shares his entrepreneurial wisdom, revealing critical insights on building successful businesses, managing personal growth, and the importance of focusing on signal over noise while navigating the challenging journey of entrepreneurship.
Michael Pettis discusses the economic imbalances in China, arguing that the country's excess savings and low consumption have led to massive manufacturing overcapacity, which is now being exported and causing deflationary pressures globally, potentially triggering a fundamental restructuring of international trade.
Kyle Grieve explores powerful mental models from systems thinking and mathematics, revealing how feedback loops, kill criteria, scale, compounding, power laws, randomness, and regression to the mean shape investing strategies and long-term success.
Aahan Menon discusses the shifting macro landscape, highlighting a concerning divergence between strong AI-driven GDP and weakening labor markets, while explaining why long-term economic forecasts and rate-of-change predictions often fail to generate meaningful investment returns.
Bradley Tusk shares insights from his work with Travis Kalanick at Uber, discussing how he transitioned from political consulting to venture capital, ultimately deciding to close his traditional VC fund in favor of an equity-for-services model focused on helping startups navigate regulatory challenges.
Alex Edelson, an LP backing elite seed funds, shares insights into how top LPs diligence emerging managers, revealing that only 5% of funds pass their initial screening and references are crucial in determining investment potential.
Jack and Max break down Michael Burry's short thesis on Nvidia, discuss HSBC's massive loss projections for OpenAI, and debate whether AI is a bubble or transformative technology that could significantly impact GDP and market valuations.
An in-depth exploration of how exceptional businesses create long-term shareholder value by leveraging time, capital efficiency, decentralization, and a performance-driven culture to compound returns at high rates over decades.
Meb Faber discusses the current U.S. stock market's extreme valuations, arguing that while returns have been exceptional over the past 15 years, investors should look beyond U.S. stocks and consider alternatives like foreign markets, value stocks, and trend-following strategies.
In this episode, Pablos Holman, a hacker and inventor, discusses his journey through technology, from early computer hacking to working with Blue Origin and Intellectual Ventures, and shares his vision for deep tech innovation that can solve big global problems.
Greg Jensen, Co-CIO of Bridgewater Associates, discusses the global economic shifts towards mercantilism, the transformative potential of AI, and the concentration of capital, while sharing insights on investing, radical transparency, and the importance of compounding organizational knowledge.
In this episode, Yasmine Lacaillade shares her insights on venture fundraising, discussing her journey from TPG Axon to Drive Capital, her approach to capital formation, and the importance of adding value, market mapping, and building relationships in the venture capital ecosystem.
Margit Wennmachers, head of marketing for a16z, reveals how she helped Marc Andreessen and Ben Horowitz transform venture capital by breaking unwritten industry rules, weaponizing transparency, and marketing themselves as authentic entrepreneurs with compelling ideas.
James Wang discusses the current state of venture capital, highlighting the collision of public and private markets, the dry powder bubble, and the challenges facing VCs as they navigate investments in emerging technologies like AI, while also exploring the potential transformative impacts and limitations of artificial intelligence.
A deep dive into how Liquid LP provides NAV loans that allow LPs to unlock liquidity from their private fund positions without selling at a discount, exploring loan structures, underwriting processes, and the platform's approach to serving high-net-worth individuals, family offices, and institutions.
Mel Williams, co-founder of TrueBridge Capital, shares insights on the venture capital landscape, discussing the power of signal, the importance of concentrating on top-performing managers, and the exciting potential of AI while navigating a frothy investment environment.
General Atlantic's Co-President Martín Escobari discusses the firm's unique founding story, global investment strategy, and his approach to growth equity, emphasizing patience, intuition, and the importance of being a good partner in investing across international markets.
A candid conversation with Matt Morgan exploring how to make money through cryptocurrency and AI, while emphasizing the importance of financial education, risk tolerance, and ultimately pursuing freedom over material possessions.
Robert Smith from the Financial Times breaks down the $12 billion bankruptcy of First Brands Group, revealing a complex web of off-balance-sheet financing, potential invoice fraud, and the growing concerns in the private credit market.
Philip Clark of Thrive Capital discusses the firm's concentrated investment strategy across groundbreaking companies like OpenAI, Cursor, Wiz, Nudge, and Physical Intelligence, highlighting their focus on transformative technologies in AI, hardware, and emerging domains like brain engineering.
In this episode of Prof G Markets, Scott Galloway and Ed Elson discuss the shifting market sentiment around AI, the Nvidia earnings report, and the rising concern over debt accumulation by tech companies, while also exploring the challenges facing college graduates and the value of higher education in today's economic landscape.
Ray Dalio discusses five major historical forces reshaping the world: monetary systems, wealth inequality, geopolitical shifts, natural events, and technological innovation, with a particular focus on how AI and current global changes reflect historical patterns of economic and societal transformation.
In a wide-ranging discussion, Dan Krausz argues that fiscal policy and AI are the two most important macro factors driving the economy, with AI potentially providing a critical productivity boom that could help manage long-term inflation and support government debt growth.
In this episode of Odd Lots, Bill Bullard, CEO of R-CALF USA, discusses the challenges facing America's cattle ranchers, including industry consolidation, import pressures, and the shrinking domestic beef supply, highlighting how a lack of antitrust enforcement and market concentration have squeezed independent cattle producers.
The All-In podcast discusses the release of Epstein files, Tether's booming business, NVIDIA's earnings, Google's AI breakthrough, and Alan Keating's poker strategy in a live episode from The Venetian in Las Vegas.
Jack and Max discuss the potential popping of the AI bubble, focusing on rising debt issuance for AI development, the financial risks faced by tech giants, and the performance of insurance stocks amid market volatility.
Dan Ives discusses his investment approach in the AI era, highlighting his bullish stance on companies like Tesla and Nvidia, his focus on long-term potential beyond quarterly financials, and his belief that AI represents the largest tech transformation in 40-50 years.
Robinhood CEO Vlad Tenev discusses how the company is democratizing finance by breaking Wall Street rules, tokenizing private company shares, running prediction markets, and building a platform that makes everyone an owner.
Michael Cembalest provides insights into the potential AI bubble, discussing a likely 10-15% market correction in 2026, the risks of AI investment, and the challenges of power constraints, geopolitical tensions, and unclear paths to profitability.
Max Altman discusses his journey in venture capital, from early investments in companies like Reddit and Rippling to founding Saga Ventures, sharing insights on seed investing, the challenges of the VC landscape, and his strategy for building a boutique early-stage fund.
A comprehensive exploration of private equity's evolving landscape, focusing on the challenges of large buyouts and the potential opportunities in the lower middle market, while examining broader investment principles and market dynamics.
Vlad Tenev discusses the evolution of online brokerage platforms, Robinhood's journey from launching during the financial crisis to becoming a multi-product financial platform, and explores emerging trends like prediction markets, tokenization, and AI's impact on financial services.
Nvidia's record Q3 earnings of $57 billion reveal strong AI demand, but experts warn of potential financial bubble risks due to excessive borrowing by companies purchasing AI infrastructure.
Big tech companies like Amazon, Google, and Meta are raising massive amounts of debt to finance the AI boom, with over $6 trillion in global debt issuance this year as investors question the potential returns of AI infrastructure investments.
Luke Gromen and Preston Pysh discuss the growing financial stress in the US system, highlighting liquidity challenges, Treasury funding risks, geopolitical shifts, and the potential for a significant economic disruption in the first half of 2025.
David Stemerman discusses how CenterBook Partners' alpha capture strategy can revive fundamental long/short equity investing by systematically capturing skilled managers' stock-picking alpha while managing risk and providing new portfolio construction approaches for institutional investors.
Jason and Alex discuss Jeff Bezos returning as co-CEO of Project Prometheus, a new AI-focused startup raising $6.2 billion to bridge digital and physical worlds, while also covering Ramp's $300M funding, crypto market shifts, and potential impacts of AI on the job market.
Shaun Maguire provides insights into Elon Musk's unique leadership style, describing Elon as not just an individual, but a collective of about 20 highly trusted, competent people who can autonomously execute his vision with precision.
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.
Scott Galloway and Ed Elson discuss the potential overvaluation of the stock market, the AI race between the U.S. and China, and the ongoing housing crisis, exploring alternative investment strategies and the need for increased housing supply.
Jeffrey Gundlach discusses his bearish outlook on financial markets, warning of potential crises in private credit, overvalued assets, and unsustainable US government debt, while recommending investors diversify with non-US assets, gold, and cash.
A detailed conversation with Satish Mansukhani of Rithm Capital explores the firm's diverse real estate and credit investment strategies, focusing on mortgage servicing, commercial real estate trends, and the evolution of asset-based finance in the current market landscape.
Citi's Dirk Willer discusses the current stock market bubble, its potential duration, and key indicators for identifying when the bubble might be nearing its end, drawing parallels to historical market bubbles like the dot-com era.
Gil Luria from D.A. Davidson joins the podcast to dissect the potential AI bubble, discussing the risks of debt-fueled AI infrastructure investments, the challenges of rapid technological depreciation, and the complex game theory driving massive spending by tech giants.
Erik YWR presents a bullish case for the stock market, arguing that the S&P could reach 10,000 by 2027 driven by strong corporate earnings, global economic growth, technological transformation, and potential banking sector expansion.
Steven Wang, founder of dub, shares insights on Gen Z investing, copy trading, and building a platform that empowers retail investors to follow successful traders' strategies by leveraging social media and technology.
Paul Kedrosky argues that the AI boom is a unique bubble combining elements of real estate, technology, loose credit, and potential government backstops, creating an unprecedented and potentially unsustainable investment landscape.
Clay Finck breaks down Interactive Brokers (IBKR), a global online brokerage with industry-low costs, highlighting its potential to grow from 4 million to 20 million accounts, its founder Thomas Peterffy's remarkable story, and its unique competitive advantages driven by automation and technology.
A former Army intelligence officer turned entrepreneur shares his strategy for acquiring accounting firms using SBA 7(a) loans, leveraging AI to increase margins, and building a business with purpose beyond just financial gain.
Corey Hoffstein discusses the importance of solving client problems beyond market performance, emphasizing that successful investment products must provide unique value propositions and address behavioral finance challenges for financial advisors and investors.
A deep dive into CoreWeave, a crypto-turned-AI company that has become a crucial infrastructure provider for AI companies, highlighting the complex financial maneuvering and unique relationship with NVIDIA in the potentially volatile AI infrastructure market.
In a revealing discussion, the episode explores the Trump administration's proposed 50-year mortgage, On Running's earnings performance, and the economic fallout from the historic 43-day government shutdown that cost nearly $100 billion.
Cliff Asness discusses how markets have become less efficient over the past decade, exploring reasons like the rise of passive investing, social media's impact on crowd behavior, and the increasing presence of retail investors trading based on momentum rather than fundamentals.
A deep dive into Sequoia's leadership transition, Michael Burry's short on Nvidia and Palantir, the fundraising landscape for AI startups, and the evolving dynamics of venture capital in the AI era.
Justin Wolfers explains why Trump's proposed $2,000 tariff dividend is economically nonsensical, highlighting the illogical nature of a policy that would collect tariff revenues only to redistribute them back to Americans in an amount greater than the total collected.
Jerry Neumann argues that while AI is revolutionary, the real winners won't be early investors or tech companies, but rather downstream businesses that use AI to expand their market share and pass efficiencies on to consumers, similar to how Walmart and IKEA benefited from containerization.
A deep dive into the complex world of AI compute infrastructure, exploring how data centers, GPU clusters, and financial engineering are shaping the future of technological innovation and global AI competition.
Mike Annunziata, founder of Also Capital, shares insights on identifying exceptional founders in hard tech by focusing on their leadership qualities, risk management, competitive spirit, and ability to attract top talent across ambitious and technically challenging industries.
Michael Howell discusses the Federal Reserve's decision to stop quantitative tightening, predicting inevitable balance sheet expansion in 2026 while warning that the proposed liquidity injections are insufficient to address underlying market tensions and debt refinancing challenges.
Scott Galloway and Ed Elson discuss the red flags at OpenAI, potential financial challenges for the company, and the broader implications for the AI bubble, highlighting Sam Altman's defensive response to questions about the company's massive spending commitments.
An in-depth exploration of China's real estate sector reveals how land became a critical economic asset, driving wealth creation and urban development while simultaneously creating a massive speculative bubble that threatens economic stability.
Benchmark's newest general partner Ev Randle discusses venture capital's evolving landscape, AI investment strategies, the importance of technology over distribution moats, and why absolute gross profit dollars matter more than traditional SaaS metrics.
Alex Hormozi discusses strategies for business growth, enterprise value, customer acquisition, and scaling across various industries, offering tactical advice to entrepreneurs through listener call-ins about businesses ranging from apparel to robotic cotton candy machines.
Michael Burry's massive short bet against Palantir causes the stock to drop 10% despite the company's impressive earnings report, highlighting concerns about AI valuation and the stock's high trading multiples.
A deep dive into the week's top tech and venture capital stories, including Navan's IPO, Harvey's $8B valuation, Sam Altman's response to Brad Gerstner, the state of big tech stocks like Amazon and Meta, and the critical importance of AI adoption for startups.
A deep dive into the evolving venture capital landscape, featuring discussions on Sequoia's leadership transition, AI startup growth, funding challenges, and the changing expectations for early-stage companies.
A deep dive into OpenAI's potential trillion-dollar IPO, the systemic risks of the AI bet, and Apple's iPhone 17 revival, exploring the company's path to going public, the potential pitfalls of massive AI investments, and the surprising resurgence of iPhone sales.
Scott Galloway and Jessica Tarlov analyze Trump's K-shaped economy, discussing how stock market gains mask economic struggles for most Americans, with the top 10% driving consumer spending while the majority face challenges like high food prices and job insecurity.
A wide-ranging conversation with Chris Sacca about risk, investing, storytelling, authenticity, and drifting back to his true self through various life chapters, from tech investor to climate tech founder.
Chris Sacca reflects on his journey through venture capital, climate investing, and personal growth, discussing his approach to risk, authenticity, and finding meaningful work that can create significant impact.
Anatoly Crachilov discusses how Nickel Digital is pioneering a multi-manager crypto hedge fund model by leveraging technology, focusing on market-neutral strategies, and creating a flexible, talent-friendly environment that attracts and retains top quantitative trading teams.
Amazon strikes a $38 billion deal with OpenAI to provide cloud computing infrastructure, signaling the company's strategic pivot in the AI landscape and boosting its stock price.
Luca Ferrari discusses Bending Spoons, a unique company that acquires and transforms digital businesses by applying deep functional expertise, focusing on talent density, and building a platform that can rapidly improve and scale acquired companies across product, design, and marketing.
Jason and Alex explore the potential of AI companies like OpenAI, discuss the financial risks and opportunities in the AI sector, and delve into emerging technologies like space-based computing and legal AI startups, all while providing insights into startup management and investor relations.
A deep dive into the world of investment allocation, exploring how top allocators collaborate, detect hidden risks, and continuously learn to stay ahead in the ever-evolving financial landscape.
Will Shu shares the journey of building Deliveroo from a late-night craving into a global food delivery platform, detailing the challenges of scaling a hyper-local business, navigating regulatory hurdles, and ultimately being acquired by DoorDash for $3.9B.
A deep dive into the future of crypto, stablecoins, and global finance, exploring how decentralized infrastructure could transform financial systems, investment strategies, and economic opportunities over the next two decades.
Tobias Carlisle explores Warren Buffett's investment strategies through the lens of Sun Tzu's "The Art of War," examining iconic deals like the GenRe acquisition and BNSF railroad purchase to reveal timeless principles of risk management and strategic investing.
Ken Langone shares his remarkable journey from a poor kid to a successful businessman, highlighting the power of loyalty, integrity, and the American Dream through his experiences co-founding Home Depot and investing for the long term.
A deep dive with Cathie Wood reveals her journey from McDonald's cashier to managing billions, discussing her investment philosophy, AI insights, and defending ARK's performance during challenging market conditions.
Alfred Lin shares insights on his investment strategy, discussing his experiences with companies like Airbnb, DoorDash, and OpenAI, and explaining how he identifies and supports founders who are creating transformative technologies and reimagining entire market categories.
Nathan Benaich discusses the 2025 State of AI Report, highlighting breakthroughs in AI reasoning, robotics, business adoption, power infrastructure challenges, and geopolitical dynamics shaping the AI landscape.
Scott Galloway speaks with Kyla Scanlon about America's "casino economy," exploring how gambling culture has permeated markets, the AI bubble, and the growing disconnect between Wall Street and the real economy.
A deep dive into the latest venture capital news, including OpenAI's restructuring, Andreessen Horowitz's $10B fund raise, Mercor's $350M round, and discussions on startup valuations, AI investment strategies, and the challenges facing companies like Amazon and Ramp.
Joseph Wang discusses how the Federal Reserve is likely to expand its balance sheet to avoid losing control over the repo market due to increasing fiscal deficits and growing demand for short-term financing.
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.
Michael Howell discusses the growing divergence in global liquidity between the Federal Reserve's tightening and the People's Bank of China's stimulus, warning that the declining Fed liquidity could signal challenges for financial markets in 2026.
Alex Pall shares the creative stories behind hit songs like "Closer," "Something Just Like This," and "Don't Let Me Down," while exploring the intersection of artistic creativity, entrepreneurship, and the evolving music industry through his experiences as one half of The Chainsmokers.
Alex Smereczniak shares his entrepreneurial journey from a college laundry business to building a $100M franchise, stepping down as CEO during personal crises, and now focusing on Franzy, a platform aimed at democratizing franchising and helping people displaced by AI find entrepreneurial paths.
Derek Pilecki of Gator Capital discusses his focused strategy on financial sector stocks, why recent credit concerns are overblown, and how he has successfully grown his hedge fund by focusing exclusively on financial stocks while outperforming the S&P 500.
An in-depth exploration of investing, forensic accounting, and market dynamics through the lens of Anthony Scilipoti's experiences, focusing on identifying potential bubbles, understanding financial statements, and the importance of looking beyond surface-level information.
In Argentina's midterm elections, Javier Milei's libertarian party secured a surprise victory, gaining congressional seats and signaling voter support for his economic reforms despite short-term economic challenges.
David Senra interviews Brad Jacobs about his entrepreneurial journey, discussing his approach to building businesses, the importance of recruiting top talent, embracing technology, and maintaining a positive mindset while continuously learning and improving.
Lloyd Blankfein shares insights on leadership, technology, and markets, reflecting on his journey from Brooklyn to Goldman Sachs and discussing the evolving landscape of Wall Street, the impact of AI, and the importance of staying innovative.
Alfred Lin, a partner at Sequoia Capital, shares insights on identifying and supporting outlier founders, navigating long-term company building, and understanding the nuanced quality of revenue in today's rapidly changing tech landscape.
David Cahn, a Sequoia Capital partner and leading AI investor, discusses the current state of AI, including the bubble, compute challenges, investment strategies, talent dynamics, and the transformative potential of AI across various sectors like defense and technology.
Michael Howell discusses the deteriorating global liquidity cycle, highlighting a divergence between the Federal Reserve's tightening and the People's Bank of China's stimulus, with concerns that 2026 may not be a great year for financial assets.
Brad Jacobs, a serial entrepreneur who has founded eight separate billion-dollar companies, shares insights on building successful businesses through strategic industry consolidation, recruiting top talent, embracing technology, and maintaining a positive, problem-solving mindset.
Jim Grant discusses the current market euphoria, warning of potential speculative bubbles in Bitcoin, AI, and stocks, while highlighting the risks of excessive debt, overvaluation, and reckless financial behavior reminiscent of past market cycles.
A wide-ranging episode covering the California billionaire tax proposal, an NBA gambling scandal, Amazon's AWS outage and robotic automation plans, Tesla's earnings and Elon Musk's pay package, and emerging AI model biases.
A deep dive into early-stage venture capital, exploring how top VCs partner with founders before traction, leverage AI for efficiency, and provide value through thought partnership and intellectual honesty.
In this episode, Harry, Jason, and Rory discuss why today's venture market is as challenging as the 2021 hype cycle, debate the risks of over-investing in vertical SaaS and AI startups during a period of inflated growth expectations, and explore whether companies like Replit and Deal can achieve billion-dollar ARR valuations while examining the capital intensity of AI infrastructure and the widening gap between public and private market exits.
Michael Barton, Sector Head at $70B hedge fund Coatue, discusses how retail investors are reshaping markets, why AI is the biggest tech wave ever, and how the firm is positioning itself to capitalize on the AI stack across infrastructure, applications, and data layers.
As the dollar weakened unexpectedly despite tariffs and higher interest rates, global investors responded not by abandoning US dollar assets but by hedging their exposure through foreign exchange swaps, treating dollar investments increasingly like emerging market bonds.
Elad Gil joins Jason and Alex to discuss Amazon's aggressive automation plans, the implications of AI-driven job displacement, emerging AI wearables, and the regulatory debate surrounding AI development in the US.
Industry Ventures' Jonathan Roosevelt explains how the firm leverages its 650-fund network and $8 billion in AUM to identify co-investment opportunities through rigorous diligence that emphasizes direct customer validation and manager credibility over social proof.
Thomas Laffont of Coatue discusses the evolving AI infrastructure landscape, the death of traditional systems of record in enterprise software, winning strategies in venture investing, and the importance of founder magnetism and mentorship in building transformative technology companies.
Dan Sundheim of D1 Capital discusses his philosophy on fundamental stock picking, navigating the GameStop short squeeze, managing billions across public and private markets, and why he believes the public markets are increasingly problematic for successful companies.
An in-depth exploration of whether artificial intelligence represents an economic bubble, examining massive infrastructure spending, revenue growth potential, and the possibility that even if AI is a bubble, it could still create valuable technological infrastructure.
Elad Gil discusses the current AI landscape, drawing parallels to the internet boom of the late 1990s, and explains why most startups fail during major technological shifts while highlighting the potential for innovative companies to emerge.
Jeremy Allaire, CEO of Circle, discusses how stablecoins like USDC can help maintain the US dollar's global reserve currency status by creating a more efficient, transparent, and programmable digital financial infrastructure on the internet.
David Orr discusses launching a long/short equity ETF (ORR) alongside his hedge fund, highlighting the benefits of lower fees, tax efficiency, and potential for scalability while maintaining performance.
The U.S. government is taking unprecedented equity stakes in companies like Intel and MP Materials as part of a new, more interventionist industrial policy approach that marks a significant shift from traditional government support of industries.
A deep dive into Industry Ventures' acquisition by Goldman Sachs, the surprising departure of a Thinking Machines co-founder to Meta for $3.5B, and the evolving landscape of venture capital and AI investments.
Steve Jurvetson discusses his journey in venture capital, technology trends, Moore's Law, AI development, electric vehicles, nuclear energy, and the importance of entrepreneurship and democracy in driving innovation and societal progress.
A discussion with John Caruso from Franklin Templeton about their strategic approach to private markets, emphasizing long-term partnership, diversification, and growth across institutional and retail channels.
Rick Heitzmann discusses the current state of AI startups, exploring why few individual AI ventures have emerged despite the transformative potential of generative AI technologies.
Roelof Botha discusses Sequoia Capital's leadership philosophy, investment strategy, and perspectives on venture capital, emphasizing the firm's culture of stewardship, continuous innovation, and backing unconventional founders who aim to change the world.
Tyler Cowen discusses the emerging world of stablecoins, their potential to transform the financial system, and the regulatory challenges and opportunities they present in the US and globally.
A deep dive into the AI bubble, stablecoin boom, and Bill Gurley's upcoming book "Running Down a Dream," exploring emerging technologies, financial innovations, and career development.
Markets rebound after initial tariff threats from Trump, with stocks recovering and crypto experiencing significant volatility due to leveraged trading.
Eric Glyman, CEO of Ramp, discusses how his company's data reveals insights into AI adoption, startup spending, and the impact of AI on team sizes, while also exploring the potential of AI agents to automate business processes.
Brad Setser discusses China's massive trade surpluses, the impact of US tariffs, and global capital flows, highlighting the complex dynamics of international trade and China's economic strategy.
Hightower's head of alternatives discusses the firm's strategic approach to wealth management, focusing on democratizing private markets access, leveraging technology, and providing diversified investment solutions across public and private markets.
A deep dive into the AI bubble, exploring how circular investments, speculative trading, and concentrated market gains signal potential market risks, with insights on diversification and long-term investing strategies.
Lyn Alden discusses the potential decline of US dollar dominance, exploring the shift towards a multipolar currency system and the implications of fiscal dominance on global economic dynamics.
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.
Harry and guests discuss OpenAI's strategic chip partnership with AMD, venture capital trends, high-valuation startup rounds, and the emerging dynamics of "king making" in tech investment, highlighting the complex interplay of capital, innovation, and market strategy.
Zach Maureres discusses Base Power's $1B Series C funding, led by Addition, focusing on their mission to revolutionize the energy industry by developing faster, more cost-effective battery storage solutions and building an innovative team.
A deep dive into Future Standard's approach to private equity investing, focusing on capital allocation, manager selection, and the evolving landscape of alternative investment structures across institutional and wealth channels.
A deep dive into Thrive Capital's investment strategy, focusing on making concentrated bets on transformative technology companies like Stripe, OpenAI, and Databricks, with an emphasis on understanding founders, product potential, and long-term market dynamics.
Japan is poised to elect its first female prime minister, Sana Takaiichi, who has sparked market optimism with a potential focus on fiscal expansion and strategic economic growth, causing the Nikkei to rise 5% and hit record highs.
Conrad Chang, a managing partner at Ensemble VC, shares insights on building successful venture funds, emphasizing the importance of trust, long-term thinking, and leveraging data and software to improve investment strategies.
Thomas Peterffy, a Hungarian immigrant turned tech pioneer, revolutionized Wall Street by automating trading through innovative computer technologies, building Interactive Brokers into an $80 billion company with 71% profit margins by relentlessly pursuing efficiency and challenging conventional financial wisdom.
Jack and Max discuss the AI capex bubble, gold and silver's rising prices, market froth, potential short positions like Smith & Wesson, and their bullish outlook on US stocks, AI infrastructure, and precious metal streaming companies.
An intimate exploration of Anthony Scaramucci's entrepreneurial journey from a blue-collar Long Island background to founding Skybridge Capital, navigating political controversies, and learning key lessons about resilience, self-confidence, and continuous personal growth.
A panel of top venture capitalists discuss the current AI investment landscape, trends in startup funding, growth expectations, and the evolving business models in the AI ecosystem.
A panel of venture capitalists from Felicis, 500 Global, and Mayfield discuss the current AI investment landscape, trends in startup growth, business models, and what makes a compelling AI company in the current market.
Sid Malhotra shares insights from his investment journey at Cactus Capital, discussing his approach to long-term investing, managing a single family office, and lessons learned from working at Citadel and Pritzker Group.
Claudia Sahm discusses the potential erosion of Federal Reserve independence and the economic implications if political control over monetary policy increases.
A deep dive into the potential risks to Federal Reserve independence, exploring how political interference could compromise monetary policy and potentially lead to economic instability.
Derek Pilecki discusses current market conditions, investment opportunities in the financial sector, his successful investments in Robinhood and WEX Inc., and shares insights on value investing, regional banks, and the evolving banking landscape.
Two experts discuss America's manufacturing challenges, comparing US and Chinese industrial capacities, and exploring strategies to rebuild American industrial scale and technological innovation in defense and critical sectors.
A Navy veteran turned entrepreneur shares his journey from a challenging childhood to building a 9-figure business, discovering the importance of faith, family, and perseverance along the way.
The EV tax credit has expired, potentially impacting electric vehicle prices and demand, with experts suggesting a short-term market disruption but long-term continued growth in the EV market.
The federal electric vehicle tax credit of $7,500 has expired, potentially impacting EV prices, demand, and the broader electric vehicle market, with experts suggesting a potential short-term disruption but long-term growth.
A deep dive into the AI and venture capital landscape, discussing burn multiples, energy requirements for AI, market valuations, and the challenges facing startups in an AI-driven world.
A deep dive into the current venture capital landscape, discussing AI's impact, burn multiples, company valuations, energy requirements for AI development, and the challenges facing startups in a rapidly changing technological environment.
Tony Hsu, co-founder and CEO of DoorDash, joins Guy Raz to help entrepreneurs solve business challenges by offering advice to callers from diverse industries like chocolate, knives, and grass-fed meat.
Patrick Perret-Green discusses the potential parallels between the current private credit boom and the 2007 financial crisis, highlighting concerns about unregulated lending, opacity in the market, and the potential for hidden risks similar to the CDO crisis.
Navin Chaddha, a veteran venture capitalist, discusses the transformative potential of AI as a 100x opportunity that will democratize intelligence, reshape business models, and enable new forms of human creativity and productivity.
A conversation with Marc Andreessen, John Collison, and Charlie Songhurst exploring tech's big questions, including the history of Silicon Valley, AI as a platform shift, the nature of tech bubbles, and the evolving media landscape.
Gary Vee interviews Henry Ward, CEO of Carta, about scaling a business, board management, entrepreneurship, and the importance of creating a culture that supports employee growth and ownership.
A wide-ranging conversation with Marc Andreessen and Charlie Songhurst exploring Silicon Valley's history, the potential of AI, the future of media, and the transformative impact of new technologies on society and institutions.
Dylan Patel discusses the massive industrial and computational buildout powering AI, exploring the strategic dynamics between tech giants, the economics of compute and model scaling, and the potential transformative impact of AI across industries.
Electronic Arts is set to go private in the largest leveraged buyout ever at $55 billion, with investors including Saudi Arabia's sovereign wealth fund, seeking to monetize the company's vast attention and potential for mobile gaming expansion.
A pre-seed venture capitalist discusses how he evaluates founders through a thirty-day process, focusing on action-oriented self-awareness, coachability, and the ability to create significant value by solving big, meaningful problems.
Julian Brigden discusses the fragility of the current "Goldilocks" economic narrative, skeptical of a soft landing and highlighting potential risks of inflation reacceleration, dollar weakness, and market volatility.
An inspiring conversation with Brad Blazar about raising capital, developing a success mindset through his "beliefology" framework, and creating generational wealth by consistently pursuing personal growth and investing in relationships.
Julian Robertson's Tiger Fund, a legendary hedge fund that delivered exceptional returns from 1980 to 1998, ultimately closed during the dot-com bubble due to Robertson's centralized management style and inability to adapt to the irrational market conditions.
A deep dive into venture capital research reveals surprising insights, including how most startup failures stem from raising too much money too early, and the importance of origination-stage investing in uncovering truly innovative companies.
A deep dive into the crypto fund of funds Pure Crypto, discussing their investment strategy, market outlook, and the evolving crypto ecosystem, highlighting their focus on long-term, transformative technology investments.
Brian Miller shares insights into managing Sacramento County's $15 billion pension fund, discussing his journey from active equity management at Tuckman Grossman to becoming a public equity and absolute return investment officer, emphasizing long-term investing, manager selection, and the importance of understanding investment strategies across public and private markets.
The episode discusses the Trump administration's new $100,000 entry fee for H-1B visas, which could significantly impact tech companies' ability to hire skilled foreign workers, particularly those from India.
Jordan Schlepp reflects on his entrepreneurial journey, revealing how he prioritized fun and passion over pure financial gain, leading to a net worth of around $4 million but leaving him feeling like he hasn't fully achieved his potential.
The podcast explores the rapidly growing $100 billion continuation vehicle market, highlighting its performance, advantages for private equity firms and investors, and its potential to transform the private equity landscape.
Hemant Taneja discusses General Catalyst's strategy of being a founder-focused platform, the future of venture capital, AI's impact on labor, and the importance of building companies that create value for society while maintaining a long-term, principled approach to investing.
Kyle Grieve shares his detailed investing philosophy, discussing his two-pronged investment approach focusing on quality businesses and micro-cap inflection point companies, his methods for evaluating investments, managing portfolio risks, and the importance of maintaining a disciplined, patient mindset.
Keith Rabois shares insights from the PayPal Mafia era, discussing how successful individuals find their unique comparative advantage and double down on their specific skills, ultimately building elite cultures and identifying exceptional talent.
A hedge fund manager shares insights on his journey from a one-man shop to a multi-manager fund, discussing investment philosophy, market perspectives, and navigating regulatory compliance.
A successful entrepreneur recounts his journey from a middle-class background to a $12 million exit, emphasizing the role of luck, confidence, and strategic business choices in his path to success.
Rob Arnott discusses the current market as a frothy bubble driven by AI hype, drawing parallels to the dot-com era, and offers insights on market valuations, indexing strategies, and investment approaches during speculative periods.
Jared Kushner discusses his investment firm Affinity Partners, the AI-focused startup Brainco, his experiences in government, and the geopolitical dynamics of investment, innovation, and diplomacy in the Middle East and beyond.
Economists Anna Wong and Danielle DiMartino Booth discuss a massive downward revision of 911,000 jobs, revealing potential underlying weaknesses in the labor market and hinting at the possibility of a double-dip recession.
Ben Horowitz, co-founder of a16z, shares insights on leadership, startup challenges, and the importance of running towards fear rather than away from it. He emphasizes that success is built through a series of small, difficult decisions and that founders must maintain confidence even when facing seemingly impossible choices.
Jared Kushner discusses his venture capital firm Affinity Partners and the newly launched AI company BrainCo, sharing insights into global investing, geopolitical trends, and the transformative potential of artificial intelligence across various industries. Drawing from his experiences in government and diplomacy, Kushner emphasizes the importance of understanding macro trends, building strategic partnerships, and applying AI to solve complex business challenges.
Oracle's stock surged 36% after announcing robust earnings and a potential $300 billion compute contract with OpenAI, though experts caution the deal's feasibility. Apple's latest product launch underwhelmed investors, with shares declining after the announcement of incremental updates to iPhone, Watch, and AirPods.
A deep dive into the latest venture capital and tech landscape, featuring discussions on Elon Musk's trillion-dollar pay package, massive secondary sales at OpenAI, and the changing dynamics of startup funding and AI investments. The episode explores the evolving ethics of tech entrepreneurship, the impact of AI on various industries, and the challenges faced by public companies in navigating technological disruption.
Silicon Valley tech leaders dined with Trump, with 33 executives attending a dinner aimed at discussing AI dominance, though the real purpose seemed to be praising the president. The August jobs report revealed a weak labor market, with only 22,000 jobs added and unemployment rising, particularly among young workers.
Sam Hinkie discusses the importance of finding and nurturing relationships with exceptional people, emphasizing how tracking someone's digital breadcrumbs and understanding their thinking can help identify talent with high potential. He shares insights from his experiences in sports and venture capital, highlighting the value of intellectual curiosity, long-term perspective, and building trust through genuine interest in others.
The episode discusses the unprecedented concentration of the S&P 500, with the top 10 stocks now comprising 40% of the index's value, driven primarily by tech companies and AI investments. The hosts explore the potential risks of this market structure, including the possibility of a significant market downturn if AI investments fail to deliver expected returns.
Nathan Blacharsik shares the founding story of Airbnb, from its humble beginnings as an air mattress in a San Francisco apartment to a global travel platform that has welcomed over 2 billion guests. The conversation explores the company's journey through key challenges, including competition, trust issues, and the pandemic, highlighting the founders' resilience, creativity, and belief in people's fundamental goodness.
In this Mastermind Q3 2025 episode, Stig Brodersen, Toby Carlisle, and Hari Ramatandra discuss their stock picks: Uber, Bath and Body Works, and Merck, analyzing their business models, competitive advantages, risks, and potential for future growth. Each presenter provides a detailed pitch highlighting the unique aspects of their chosen company and why they believe it represents an attractive investment opportunity.
Avi Muchnick discusses his journey from lawyer to private equity investor and co-founder of Cresset, a $70 billion AUM wealth management firm focused on serving ultra-high net worth clients. He shares insights on private equity evolution, investment strategies, relationship-building, and creating a unique client-centric business model that optimizes both wealth and lifestyle.
Ray Dalio discusses the impending debt crisis in America, highlighting the country's unsustainable national debt and the political challenges of addressing it. The episode explores the potential economic and political consequences of unchecked government spending, with Dalio warning of a potential "heart attack" in the nation's financial system.
Deiya Pernas, co-founder of Pernos Research, discusses their investment philosophy of identifying companies with a promising future state that differs from the market's perception, achieving an impressive 27.1% net return since 2017. The conversation covers their approach to investing, including the importance of understanding a company's "motor," portfolio management strategies, and their insights into digital payments, remittances, and emerging AI technologies.
Jason Calacanis and Becki DeGraw from Wilson Sonsini discuss the current startup financing landscape, highlighting unique investment terms for high-performing companies such as founder voting proxies, pre-agreed follow-on round investments, and reduced due diligence. They explore the changing dynamics of startup board governance and investor behavior in a competitive funding environment.
A16z podcast hosts Martin Casado and Leo Polovitz explore the nuanced debate around consensus investing in venture capital, discussing whether being non-consensus is overrated or essential for identifying breakthrough companies. They delve into market efficiency, the importance of understanding investor sentiment, and the potential returns from investing in companies that challenge conventional wisdom.
Albert Azout of Level Ventures discusses how venture capital firms can generate alpha by understanding market changes, network dynamics, and emerging opportunities, focusing on strategies like criticality investing and leveraging data-driven insights. The conversation explores the complexities of venture investing, including the importance of networks, the challenges of predicting market shifts, and the evolving landscape of technology investment.
A discussion with Canva co-founder Cliff Obrecht about recent venture capital trends, including Anthropic's massive $13 billion raise, OpenAI's acquisition of Statsig, and the evolving landscape of AI investments and technology. The conversation explores valuation dynamics, company growth strategies, and the potential impact of AI on various industries.
Jack Altman sits down with Martin Casado, a general partner at Andreessen Horowitz, to discuss the shifting dynamics of venture capital, the rise of AI infrastructure, and the importance of media and talent in the tech ecosystem. They delve into the evolution of venture capital, exploring specialization, investment strategies, and the transformative potential of AI across various industries.
Frank Mikhail discusses running the North Dakota Land Trust's $8 billion investment portfolio with just a three-person team, focusing on a concentrated strategy with 75% in alternatives like private markets and long-short hedge funds. The portfolio aims to generate alpha through carefully selected managers while maintaining liquidity and a balanced approach across asset classes.
Kraft Heinz announced plans to split into two separate companies by 2026, with one focused on higher growth products and the other on slower growth staples. The move comes after years of struggling with changing consumer preferences and declining stock performance, potentially setting the stage for potential strategic acquisitions.
Here's a two-sentence description for the episode: Justin Ishbia, founder of Shore Capital, discusses his systematic approach to private equity, focusing on acquiring and improving micro-cap businesses in various industries through a highly structured, replicable process. The conversation explores Shore Capital's unique strategy of building platforms in inefficient markets, emphasizing operational excellence, talent development, and creating value through consolidation and scale.
In this episode of Sourcery, Patrick McGee discusses Apple's massive investment in China, exploring how the company invested billions of dollars to build manufacturing capabilities and train workers in a complex supply chain. McGee reveals the geopolitical implications of Apple's strategy, highlighting how the company became deeply entrenched in China's manufacturing ecosystem while helping to develop the country's technological competence.
Here's a two-sentence description for the episode: Mark Zandi, chief economist of Moody's Analytics, discusses the U.S. economy's precarious position, highlighting that the country is on the precipice of a recession due to policy challenges like increasing tariffs and potential threats to Federal Reserve independence. The episode explores various economic risks, including a potential bond market meltdown, and offers insights into how these factors could impact GDP growth, inflation, and overall economic stability.
Here's a concise two-sentence description of the episode: In this episode, Alan from IEQ Capital discusses sophisticated investment strategies for high net worth individuals, emphasizing the importance of understanding personal risk tolerance, diversification, and maintaining a balanced portfolio across various asset classes. The conversation covers key topics such as private credit, opportunistic investing, managing national debt, and the role of emerging assets like cryptocurrency in a well-structured investment approach.
Here's a 2-sentence description for the episode: Rafael, the founder of Cross Capital, discusses his investment strategy focused on backing software businesses across the Americas, with a particular emphasis on the Brazilian tech ecosystem and a concentrated portfolio approach. The episode explores the unique characteristics of growth equity investing, the potential for market-leading companies to compound value, and the emerging role of AI in transforming regulated industries.
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.
Here's a two-sentence description for the episode: Mohnish Pabrai, a billionaire investor, shares his mental models for entrepreneurial success, emphasizing risk reduction, the power of cloning successful business ideas, and the importance of finding and addressing market gaps. Through compelling stories and insights, Pabrai reveals how aspiring entrepreneurs can minimize risk, leverage existing business models, and create wealth by focusing on delivering value and maintaining a long-term perspective.
Here's a two-sentence description for the episode: Bradley Tusk, a political strategist turned venture capitalist, shares his insights on how startups can successfully navigate regulatory challenges by understanding politicians' motivations and mobilizing public support. Through examples like Uber and his work in various industries, Tusk explains the importance of crafting a compelling narrative that demonstrates how a startup's innovation can benefit society and advance public policy.
<h3 dir="ltr">Right About Now with Ryan Alford</h3> <p dir="ltr">Join media personality and marketing expert Ryan Alford as he dives into dynamic conversations with top entrepreneurs, marketers, and influencers. "Right About Now" brings you actionable insights on business, marketing, and personal branding, helping you stay ahead in today's fast-paced digital world. Whether it's exploring how character and charisma can make millions or unveiling the strategies behind viral success, Ryan delivers a fresh perspective with every episode. Perfect for anyone looking to elevate their business game and unlock their full potential.</p> <p dir="ltr"> </p> <hr> <p> </p> <p dir="ltr">Resources:</p> <p dir="ltr"><a href="https://bit.ly/4eztNcv">Right About Now Newsletter<br><br></a><a href="https://bit.ly/3BhJzKK">Free Podcast Monetization Course</a></p> <p dir="ltr"><a href="https://bit.ly/4doxmRH">Join The Network</a></p> <p dir="ltr"><a href="https://www.instagram.com/ryanalford">Follow Us On Instagram</a></p> <p dir="ltr"><a href="https://www.youtube.com/@RightAboutNowwithRyanAlford">Subscribe To Our Youtube Channel<br><br></a><a href="https://vibescience.media">Vibe Science Media</a></p> <p dir="ltr"><strong>SUMMARY</strong></p> <p dir="ltr">In this episode of "Right About Now," host Ryan Alford interviews serial entrepreneur Amrinder Kamboj, CEO of Kamboj Ventures, a ventures and acquisition company with operations in 15 countries. They discuss the realities of entrepreneurship, the difference between scaling and scalability, and the importance of building sustainable business models. Amrinder shares insights on decision-making under pressure, the value of mentorship, leveraging technology like AI, and empowering employees through equity. The conversation emphasizes curiosity, continuous learning, and surrounding oneself with the right people to achieve business success and personal growth.</p> <h3 dir="ltr">TAKEAWAYS</h3> <ul> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">The pressure entrepreneurs face and the importance of decision-making under stress.</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">The distinction between scaling a business and scalability in terms of expanding operations and entering new markets.</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">Challenges and limitations in industries like restaurants and hospitality, highlighting the need for sustainable business models.</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">The significance of mentorship and surrounding oneself with knowledgeable individuals for business success.</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">The role of curiosity and continuous learning in entrepreneurship.</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">The impact of employee engagement and loyalty on business growth and scalability.</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">The importance of adapting business strategies based on market trends and consumer needs.</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">The influence of technology and AI in streamlining business operations and decision-making.</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">The necessity of making tough decisions in business, including partnerships and employee management.</p> </li> <li dir="ltr" aria-level="1"> <p dir="ltr" role="presentation">The value of networking and building relationships with other entrepreneurs for mutual growth and support.</p> </li> </ul> <p> </p>
In this episode of How I Invest, I speak with Scott Welch, Chief Investment Officer and Partner at Certuity, a multi‑family office managing over $4 billion in assets. Scott joined Certuity’s Board of Managers in 2020, and now leads the investment strategy and participates actively in risk management across all facets of the firm's investments, including portfolio architecture, asset allocation, investment due diligence, and manager selection We talk about what’s keeping him up at night in public markets, his views on the Fed and interest rate policy, and how Certuity builds globally diversified portfolios that balance risk factor, asset class, and geographic exposure. We also go deep into taxes, where Certuity aggressively harvests losses using market-neutral overlays to create "tax alpha" for their clients.
From humble beginnings in Puerto Rico to building multi-million dollar businesses, Oscar Moises (@officialoscarmoises) and Jorge “Joe” Lara (@lajaraofficial) are on a mission to teach the Latin community how to achieve financial freedom through business funding, credit optimization, and Section 8 real estate. 🇵🇷💼🏘️ In this episode of The Level Up Podcast w/ Paul Alex, you’ll hear how these two entrepreneurs: ✅ Leveraged personal credit to launch e-commerce stores. ✅ Built relationships with banks to access high-limit business funding. ✅ Turned one Section 8 rental into a portfolio of 54 cash-flowing properties. ✅ Overcame family doubt, setbacks, and near-bankruptcy moments to scale to 7-figures. Whether you’re an aspiring entrepreneur or a seasoned business owner, this conversation will show you how mentorship, mindset, and networking can change everything — especially for Spanish-speaking communities looking to break into the U.S. market. 📅 Full episode available now — watch and learn how to turn your story into your success. Your Network is your NETWORTH! Make sure to add me on all SOCIAL MEDIA PLATFORMS: Instagram: https://jo.my/paulalex2024 Facebook: https://jo.my/fbpaulalex2024 YouTube: https://jo.my/ytpaulalex2024 LinkedIn: https://jo.my/inpaulalex2024 Looking for a secondary source of income or want to become an entrepreneur? Check out one of my companies below to see if we can help you:www.CashSwipe.com FREE Copy of my book “Blue to Digital Gold - The New American Dream”www.officialPaulAlex.com Do you want me to also add Spanish keywords and phrases so this video ranks for Latin America and Puerto Rico audiences? That could help boost reach for their market. Learn more about your ad choices. Visit megaphone.fm/adchoices
Ed breaks down a potential share sale that could make OpenAI the most valuable private company in the world. Then, he’s joined by Jason Bazinet, Managing Director of Media and Entertainment Research at Citigroup, to dig into Disney’s earnings. Finally, Mark Mahaney joins the show to unpack Uber’s results and explain how the company is positioning itself in the race for autonomous dominance. A note to our listeners: our team is out of office for vacation starting next week. There will be no new episodes from August 11th to the 22nd. Enjoy the rest of your summer, and we’ll be back on the 25th. Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices