Podcast Name
Asset Allocation
April 2026
77 minutes
Liquid Private Equity & Volatility Laundering (Owen Lamont & Randy Cohen) | #625
Owen Lamont and Randy Cohen discuss liquid private equity, public market proxies, and how investors think about concentration and bubbles.
Alternative Assets
April 2026
49 minutes
Kieran Goodwin – Private Credit Concerns
Kieran Goodwin discusses private credit risks, liquidity mismatches, and how investors may think about dislocations in stressed markets.
Alternative Assets
March 2026
62 minutes
E286: How LPs Can Actually Find Alpha in Venture
Abe Othman discusses AngelList data on venture outcomes, power-law returns, and why access and diversification beat conviction at seed.
Alternative Assets
March 2026
85 minutes
Netflix: Reed Hastings. “We’re Not a Family.” The Provocative Idea That Helped Build a Streaming Giant
Reed Hastings discusses Netflix culture, scaling with freedom and responsibility, and lessons from leadership decisions that shaped the company.
Commodities
March 2026
9 minutes
Carlyle Group’s Jeff Currie Talks Global Supply Chain, Oil
Carlyle Group’s Jeff Currie talks global supply chains, oil market disruptions, and the broader effects of geopolitical conflict.
Crypto
March 2026
56 minutes
Richard Craib – Crowd-Sourced Alpha with Numerai (S7E28)
Craib delves into the intricacies of NumeraI, exploring its operational model and the role of the Numeraire token, crowdsourcing investment […]
Alternative Assets
March 2026
65 minutes
Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global
Jain explains first principles of multi-strategy investing, his ambitious launch at $6b of AUM, the many tradeoffs that create the […]
Markets
March 2026
59 minutes
Mason Morfit: New Technology Is Terrifying, but Incumbents Can Win AI Race
Morfit explains ValueAct’s “quiet” but highly engaged activism, the firm’s current core theme: “everything digitizes, everything organizes, everything automates,” and […]
Alternative Assets
February 2026
44 minutes
Robert Friedland, Executive Co-Chairman of Ivanhoe Mines & Co-Founder, Chairman, and CEO of I-Pulse and Jeff Currie, Chief Strategy Officer of Energy Pathways, Carlyle
Friedland and Currie discuss what the revenge of the miners and the real economy means for commodity prices, along with […]
Global Macroeconomics
February 2026
39 minutes
Jeff Currie on the Crazy Surge in Metals, And Why The Supercycle Has Years to Run
Jeff Currie explains the metals surge, commodity supply constraints, and how the energy transition reshapes demand.
Alternative Assets
February 2026
60 minutes
#330 Rick Rule: I Sold 80% of My Silver — Here’s Why and Where I’m Putting It Now
Rick Rule explains why he sold most of his silver, what he expects for energy and uranium markets, and how […]
Alternative Assets
February 2026
51 minutes
How to Make Money From the Booming Demand for Energy
Tyler Rosenlicht talks about the general ideas behind infrastructure investing, how he thinks about the ongoing boom in energy demand, […]
Global Macroeconomics
December 2025
46 minutes
Luke Gromen: Why Cash Is Trash & Gold Is The New King
RiskReversal Pod
Luke Gromen explains cash’s vulnerabilities, gold’s portfolio role, and macro forces reshaping currency and bonds.
Alternative Assets
December 2025
27 minutes
Managing the World’s Largest Publicly Traded Hedge Fund: Man Group CEO Robyn Grew
Talks at GS
Man Group’s Robyn Grew discusses scaling a public hedge fund, leveraging technology, and building a talent first culture.
Global Macroeconomics
December 2025
70 minutes
An Oil & Gas Revolution Is Underway That Will Change Everything | Doomberg
Thoughtful Money
Doomberg examines AI-driven electricity demand, oil and natural gas outlook, and where investors may find opportunity across energy infrastructure.
Portfolio Management
November 2025
57 minutes
Cliff Asness on How Markets Got Dumber in the Last 10 Years
Odd Lots
Cliff Asness discusses market efficiency’s decline, factor investing challenges, and how passive flows and narratives can distort prices.
Miscellaneous
November 2025
65 minutes
Craigslist: Craig Newmark — The Forrest Gump of the Internet
How I Built This
Craig Newmark reflects on creating and growing Craigslist, the evolution of the internet, and his approach to philanthropy.
CEO
November 2025
109 minutes
How to Live in Everyone Else’s Future (with Shopify CEO Tobi Lütke)
ACQ2
Tobi Lütke talks about Shopify’s evolution, lessons on innovation and implementing AI, and how to stay ahead by living in […]
Alternative Assets
November 2025
43 minutes
Dan Morehead: Crypto – The Most Asymmetric Trade in History
The Master Investor Podcast
Tiger Cub Dan Morehead shares his perspective on crypto as a long-term asymmetric opportunity, discussing blockchain adoption, market cycles, and […]
CEO
October 2025
56 minutes
#247: Sharon Price John, CEO of Build-A-Bear – Meaning is your brand’s superpower
How Leaders Lead
Build‑A‑Bear’s CEO explains how she reinvented a mall staple by returning the company from a $49 million loss to sustained profits […]
AI
October 2025
98 minutes
$46B of hard truths from Ben Horowitz: Why founders fail and why you need to run toward fear (a16z co-founder)
Lenny's Podcast
Ben Horowitz reflects on leadership challenges, company culture, and the hard truths behind building and scaling successful businesses.
Alternative Assets
June 2025
70 minutes
MacroVoices #485 Jeff Currie: The Joule Order
Macro Voices
Carlyle’s Jeff Currie covers the global macro landscape, the energy transition, and how it affects specific commodities, including gold, oil […]
Alternative Assets
May 2025
90 minutes
Graham Weaver – Building Alpine
Invest Like the Best with Patrick O'Shaughnessy
Private-equity founder Graham Weaver walks through Alpine Investors’ unique strategy, which focuses on the thousands of $20 million revenue businesses […]
Alternative Assets
May 2025
47 minutes minutes
Blackstone’s King of Hedge Funds on Alt Investing Right Now
Odd Lots
Former Brown endowment chief Joe Dowling covers how colleges allocated such a large amount to alternative investments and the pressures […]
Alternative Assets
April 2025
86 minutes
How Andreessen Horowitz Disrupted VC & What’s Coming Next
The Ben & Marc Show
a16z co-founders Marc Andreessen and Ben Horowitz walk through the origins of the firm, why they scaled with a platform […]
Global Macroeconomics
April 2025
46 minutes minutes
Ep 112: Peter Thiel on DOGE, Tariffs, Building Generational Companies & the Future of Civilization
American Optimist
Thiel covers the state of startups and Venture Capital, the macro landscape, building Palantir & more.
Venture Capital & Startups
March 2025
41 minutes
Aaron Levie: The Restless Founder Plotting the Future of Cloud Storage and AI
Pattern Breakers
Mike Maples speaks with Box founder Aaron Levie about the origin story of Box in 2005, lessons learned along the […]
Alternative Assets
February 2025
83 minutes
Marc Andreessen – The Battle For Tech Supremacy
Invest Like the Best with Patrick O'Shaughnessy
a16z’s Marc Andreessen talks about AI & DeepSeek, politics, the tech arms race between US & China, and more.
Alternative Assets
January 2025
186 minutes minutes
#790: Chris Sacca — How to Succeed by Living on Your Own Terms and Getting Into Good Trouble
The Tim Ferriss Show
Starting at minute 11, Sacca discusses his personal journey, modern society, the impact of AI, climate investing and more.
Alternative Assets
January 2025
73 minutes minutes
Shervin Pishevar on The Epic Uber War & What Really Happened in the Firing of Travis Kalanick
20VC
Pishevar does not hold back when sharing the inside story of Uber’s meteoric rise and the fallout from Travis Kalanick’s […]
Alternative Assets
December 2024
31 minutes minutes
E124: Is Venture Capital entirely Based on Luck? University of Chicago and Oxford Study
How I Invest
VenCap CIO David Clark covers the venture capital landscape, the importance of power laws, the difference between small and large […]
Miscellaneous
December 2024
75 minutes minutes
The Most Inspiring Autobiography I’ve Read: Chung Ju-yung Founder of Hyundai
Founders
This episode shares lessons of a man who grew up in dire poverty and escaped through manual labor to become […]
Miscellaneous
December 2024
140 minutes minutes
#878 – David Senra – 15 Harsh Truths From History’s Greatest Founders
Modern Wisdom
Senra walks through the 15 ‘harsh truths’ which you can read here.
Miscellaneous
December 2024
92 minutes minutes
Micky Malka – Building Ribbit
Invest Like the Best with Patrick O'Shaughnessy
Ribbit Capital’s founder covers the founding principles behind Ribbit’s mission to innovate financial services, the possibilities enabled by the intersection […]
Alternative Assets
November 2024
172 minutes minutes
Cyan Banister
The Tim Ferriss Show
Banister recounts her journey from homelessness to rising as a leading angel investor and investing in more than 100 companies, […]
Alternative Assets
November 2024
108 minutes minutes
Prediction Markets and Beyond
a16z
Professors Alex Tabarrok and Scott Duke Kominers separate the hype from the reality of prediction markets and where crypto and […]
Global Macroeconomics
October 2024
34 minutes minutes
U.S. vs. China: AI, Robotics & the New Global Arms Race
The Ben & Marc Show
a16z co-founders discuss the competition between the US & China in AI & robotics, China’s rapid ascent in the automotive […]
Markets
October 2024
65 minutes minutes
Ricky Sandler – Evolution of Long-Short Equity Investing
Capital Allocators
Sandler covers the evolution of long-short investing over the past three decades, how he’s adapted his investment process, and why […]
Alternative Assets
October 2024
75 minutes minutes
OI10: The Untold Side of the Turtle Trading Legacy ft. Bill Eckhardt & Rob Sorrentino
Top Traders Unplugged
In his first podcast episode ever, Eckhardt shares his journey from the renowned Turtle trading experiment to his current systematic […]
Alternative Assets
September 2024
45 minutes
Jigar Shah on the Three Big Things Driving the Nuclear Energy Revival
Odd Lots
The head of the Loan Programs Office at the Department of Energy talks about the policies and economic conditions behind […]
Alternative Assets
September 2024
73 minutes
Sport Meets Finance! Investing in Liverpool FC, PSG, Boston Red Sox and F1 – With Ian Charles, Co-Founder of Arctos
Money Maze
One of the world’s largest sports investors covers the state of play on the sports business ecosystem.
Alternative Assets
September 2024
60 minutes
How Sequoia Capital’s Roelof Botha is forging the future
Exchanges
Botha discusses his career, Sequoia’s culture and investment processes, and how he finds and builds enduring businesses.
Private Equity
September 2024
19 minutes minutes
How a 7-Eleven takeover could reshape corporate Japan
Behind the Money
The FT looks at whether the 7-Eleven takeover is a signal that companies in Japan are now considering foreign acquisitions […]
Alternative Assets
September 2024
50 minutes
The New Power Law & How I Built a $100B Portfolio | E2007
This Week in Startups
Pejman Nozad and Jason Shuman, two VC’s, each give presentations on their strategies & the role power laws play in […]
Alternative Assets
September 2024
55 minutes
How Hedge Funds Discover the Next Superstar Trader
Odd Lots
Joe Peta, who was previously the head of performance analytics at Point72, gives a masterclass on performance measurement and best […]
Alternative Assets
August 2024
47 minutes
Joe Montana Interview Live from Modern Treasury Transfer
ACQ2
Montana shares some of the lessons learned from winning Super Bowls with the 49ers and how he applies to his […]
Alternative Assets
July 2024
65 minutes
Hemant Taneja – Engineering Global Resilience
Invest Like the Best with Patrick O'Shaughnessy
General Catalyst’s CEO covers the motivation behind GC’s focus on critical industries such as healthcare, the value of a long-term […]
Alternative Assets
June 2024
90 minutes
Fabrice Grinda
Forward Guidance
Veteran VC Fabrice Grinda talks about how he incorporates the macro landscape into his investment process and his view of […]
Alternative Assets
June 2024
36 minutes
E72: Investing in Top Emerging Managers with Jamie Rhode
How I Invest
Rhode explains what the data says about top VC funds and how that informs her strategy of backing emerging managers.
Alternative Assets
June 2024
72 minutes
Rising Above the Noise in Consumer VC with Kirsten Green of Forerunner | E1961
This Week in Startups
Mark Suster speaks with Kirsten Green on the evolution of consumer-focused venture capital and how AI is impacting consumer companies […]
Entrepreneurship
May 2024
69 minutes
He Turned $300/mo Into $3,750,000/mo From GARDENING
My First Million
This is a fun episode with Kevin Espiritu (aka The Plant Daddy) about how he turned his side hustle into […]
Real Estate
May 2024
37 minutes
Ethan Penner on Choosing Greatness & Pioneering New Markets on Wall Street
American Optimist
Ethan Penner starts by discussing his real estate career, which includes the creation of the CMBS market. Then he gets […]
Entrepreneurship
May 2024
53 minutes
How Gary Vee Predicts The Next Facebook (Every Time)
My First Million
Gary Vee shares which of his investments paid off the most and what he’s noticed from hanging out with people […]
Alternative Assets
May 2024
45 minutes
Jeff Currie on Why Copper Is His Highest-Conviction Trade Ever
Odd Lots
Carlyle Group’s Jeff Currie (previously the Global Head of Commodities Research at Goldman Sachs) shares why copper is his highest-conviction […]
Entrepreneurship
May 2024
127 minutes
Mitch Rales: The Art of Compounding
Art of Investing
Danaher’s co-founder covers the formula behind four decades of compounding success, the keys to building a winning organization, and what […]
Alternative Assets
April 2024
67 minutes
Marc Lasry – Making Bucks in Credit and Sports
Invest Like the Best with Patrick O'Shaughnessy
Lasry discusses the highs and lows of building a big investment firm, the evolution of distressed investing, and why sports […]
Entrepreneurship
April 2024
46 minutes
Elon Musk: AI, Space, free speach, leadership and hardcore
In Good Company with Nicolai Tangen
Elon Musk talks with Nicolai Tangen about AI, Twitter, free speech, the future of space, and more.
Alternative Assets
April 2024
72 minutes
Gold’s Shining Moment & A Conversation with Roy Niederhoffer
RiskReversal Pod
Starting at 31:00, Niederhoffer talks about drivers of volatility in the markets, trend-following, trading/behavioral biases & more.
Miscellaneous
April 2024
64 minutes
Reed Hastings, Co-Founder of Netflix — How to Cultivate High Performance, The Art of Farming for Dissent, Favorite Failures, and More (#730)
The Tim Ferriss Show
Hastings talks about how to cultivate high performance, his favorite failures, the art of farming for dissent & more.
Alternative Assets
March 2024
66 minutes
Finding Alpha in Unexpected Places: Doug Greenig on Trend Following Beyond Developed Markets
The Derivative
Greenig talks about pursuing global trends & capturing narrative shifts.
Alternative Assets
March 2024
41 minutes
Ep. 207: Dave DeWalt on Cyber Warfare, Attacks on US Election, and AI
Macro Hive Conversations
This is a fantastic episode featuring Dave DeWalt, who is as informed as anyone on cybersecurity after spending 15 years […]
Alternative Assets
March 2024
52 minutes
Behind the Markets Podcast: Art Berman
Behind the Markets Podcast
At 11:17, Art Berman joins Jeremy Schwartz to discuss everything oil and energy. He talks about energy blindness, the excess […]
Miscellaneous
March 2024
108 minutes
Sean Feeney – Reinventing the Restaurant Business
Invest Like the Best with Patrick O'Shaughnessy
Grove House Hospitality Group’s Sean Feeney shares his journey from finance to the restaurant business and how to balance art, […]
Alternative Assets
February 2024
60 minutes
Unlocking the Power of Data with VenCap’s David Clark | E1906
This Week in Startups
Jason Calacanis talks with David Clark to discuss the importance of longevity in VC and takeaways from analyzing data from […]
Alternative Assets
February 2024
63 minutes
Conversation with Bradley Tusk — The Intersection of Capitalism, Entrepreneurship, and Politics
The Prof G Pod
Starting ~22 minutes into the episode, Bradley Tusk shares his unique approach to VC and his thoughts on how the […]
Alternative Assets
February 2024
85 minutes
Cyan Banister – Investing for a Higher Purpose
Invest Like the Best with Patrick O'Shaughnessy
VC Cyan Banister shares lessons from working for Peter Thiel, the power of staying curious in the face of adversity, […]
Alternative Assets
February 2024
90 minutes
E5: Mark Suster and Samir Kaji on the 2024 Venture Market, IPOS, and Secondaries
Liquidity
David Weisburd, Mark Suster, Samir Kaji & Jason Calacanis discuss the 2024 venture market, selling secondaries, IPOs in 2024, & […]
Alternative Assets
February 2024
49 minutes
Founders Fund’s Brian Singerman on building a legendary VC firm, “Adapt or Die” and “Ikigai” | E1896
This Week in Startups
Singerman talks about working at legendary VC firm, the need to adapt or die, and where he sees opportunities today.
Alternative Assets
February 2024
82 minutes
#335 – Barry Sternlicht – Chairman & CEO @ Starwood Capital Group
Powers
Real estate titan Barry Sternlicht shares stories and lessons from his career (you can’t miss the story about selling Caesars […]
Alternative Assets
January 2024
56 minutes
Randall Zisler: The Mythology of Real Estate
The Phil Bak Podcast
Real estate investor Randall Zisler shares a wealth of knowledge related to real estate valuations, REITs, public vs. private real […]
Alternative Assets
January 2024
54 minutes
Arjun Murti – ”We’re in the midst of a MESSY energy transition”
The Geopolitics of Commodities
Arjun Murti, Goldman Sachs’ former Head of Energy Equity Research, explains why he doesn’t believe it will go as smooth […]
Alternative Assets
January 2024
55 minutes
E32: Ashby Monk, Stanford Professor on How to Become a Billionaire in Private Equity
How I Invest
Ashby Monk & David Weisburd discuss the role and operation of asset owners like pension funds and endowments, their compensation […]
Alternative Assets
January 2024
88 minutes
Bill Gurley, Brad Gerstner, & Jason Calacanis on the state of tech markets, hosted by David Weisburd | E1875
This Week in Startups
These four had an entertaining and informative conversation on the state of startups, AI & venture capital today.
Alternative Assets
January 2024
113 minutes
Fixing Higher Education & New Startup Opportunities
The Ben & Marc Show
Ben and Marc delve into actions that existing institutions can take to improve their situations. They also discuss some startup […]
Entrepreneurship
December 2023
54 minutes
Prof G Markets: Scott’s Nine Businesses
The Prof G Pod
Scott Galloway walks through his career in entrepreneurship, from starting a video rental company before business school, to going public […]
Alternative Assets
December 2023
73 minutes
Justin Ishbia – Lessons from Acquiring 586 Companies
Invest Like the Best with Patrick O'Shaughnessy
Ishbia is the Founding Partner of Shore Capital, a private equity firm that invests in microcap businesses. He shares lessons […]
Entrepreneurship
December 2023
140 minutes
#405 – Jeff Bezos: Amazon and Blue Origin
Lex Fridman Podcast
In a rare podcast appearance, Jeff Bezos starts by about his interest in space & Blue Origin for 87 minutes. […]
Alternative Assets
December 2023
66 minutes
20VC: Keith Rabois and Mike Shebat on Creating an Olympian Mindset to Work Ethic, Why First-Time Founders are Better Than Serial Entrepreneurs, Why Remote Work Does Not Work, Why the Best Founders Always Start in their Teens & Why Companies are Cults?
20VC
Venture capitalist & OpenStore CEO Keith Rabois and Traba CEO Mike Shebat have an honest conversation about the difficulties being […]
Alternative Assets
December 2023
76 minutes
Bill Lenehan: Investing in Commercial Real Estate
Invest Like the Best with Patrick O'Shaughnessy
Lenehan is the CEO of Four Corners Property Trust, a listed REIT. He discusses the state of the real estate […]
Markets
December 2023
97 minutes
Brad Gerstner – Investor, Essentialist, Patriot
Joys of Compounding
Gerstner shares the lessons he’s learned across the full arc of his career, why essentialism has been so important to […]
Alternative Assets
December 2023
57 minutes
Ep. 190: Dr. Douglas Greenig on Trend-Following, the End of Pax-Americana, and Why He ls Long Volatility
Macro Hive Conversations
Greenig discusses trend-following in-depth, why he thinks ‘Pax Americana’ is ending, the risks and opportunities in the energy transition and […]
Entrepreneurship
November 2023
52 minutes
Scott Galloway Tells All – $100M Net Worth, $4 Trillion Business Opp & Career Advice
My First Million
Galloway opens up about his scarcity mindset (despite a $100M net worth), where he sees business opportunities today and his […]
Alternative Assets
November 2023
66 minutes
A brief history of Corn, food co valuations, GMO vs non GMO, and a guacable chip with Zack’s Mighty founder Zack Gazzaniga
The Derivative
This is a fun interview with the entrepreneur ‘trying to rewrite what it means to be a tortilla chip.’ He […]
Alternative Assets
October 2023
49 minutes
E12: Jamie Rhode on Why 95% of LPs Can Only Achieve a 10% IRR when the Mean Return is 50% IRR | Why High Ownership % is Overrated | Investing into First Time Fund Managers
How I Invest
In this must-listen VC-focused episode, Verdis Investment Management’s Jamie Rhode discussed data-driven investing, why power laws dominate venture capital, investing […]
Alternative Assets
October 2023
41 minutes
Yellowstone Club – Sam Byrne (CrossHarbor Capital Partners), (S2.EP.04)
Capital Allocators
This episode walks through CrossHarbor’s purchase of the Yellowstone Club (a private ski resort in Montana) from bankruptcy, what’s transpired […]
Alternative Assets
October 2023
45 minutes
E8: How Roger Ehrenberg Nets 10x Fund Returns
Turpentine VC
Roger Ehrenberg of IA Ventures talks about his contrarian and opinionated view of how seed funds should operate, and how […]
Alternative Assets
October 2023
84 minutes
Inside crypto’s wild rise and fall with “Number Go Up” author Zeke Faux | E1807
This Week in Startups
Zeke Faux, the author of “Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall,” discusses the crazy last few […]
Alternative Assets
October 2023
57 minutes
E7: How Floodgate Differentiated Again From Thousands of Seed Firms
Turpentine VC
Mike Maples talks about his approach to seed-stage investing, why Floodgate has shifted their strategy to focus on great founders, […]
Alternative Assets
October 2023
84 minutes
Benchmark’s Sarah Tavel on the state of VC, AI’s impact on startups & more! | E1813
This Week in Startups
Benchmark’s Sarah Tavel covers the state of venture capital, AI’s impact on startups & more.
Alternative Assets
September 2023
46 minutes
E9: David Clark, Investment Director at VenCap | What Every LP Gets Wrong About Power Laws, Adverse Selection in VC, and What % of Startups Go to Zero?
How I Invest
David Clark discusses power laws in venture capital, manager predictability, adverse selection in VC, and what percent of startups go […]
Alternative Assets
August 2023
43 minutes
Vinod Khosla on How AI Impacts The Future of Healthcare, Education, Income Equality, Geo-Politics, Music and Climate Change
20VC
Sun Microsystems’ founding CEO & famed VC Vinod Khosla walks through the impact of AI on a number of industries & […]
Alternative Assets
July 2023
56 minutes
Ep. 1194: Jerry Parker Interview with Michael Covel on Trend Following Radio
Michael Covel's Trend Following
TurtleTrader Jerry Parker covers all things trend-following, the hunt for outliers, and his new ETF launch.
Alternative Assets
July 2023
64 minutes
EyeRate CEO Ray Weisberg on scaling from $0 to $10M + Steve Jurvetson on disruptive tech | E1765
This Week in Startups
Starting at 35:34, listen to famed venture capitalist Steve Jurvetson give a presentation on discovering and identifying disruptive new technologies.
Alternative Assets
July 2023
102 minutes
Jeremy Giffon – Special Situations in Private Markets
Invest Like the Best with Patrick O'Shaughnessy
Giffon covers a number of topics, including what makes for a perfect investment, tactics for discovering what makes people tick, and the […]
Alternative Assets
June 2023
84 minutes
The BIG CTA ETF Debate ft. Andrew Beer & Tim Pickering
Top Traders Unplugged
Beer & Pickering have a heated debate on some topics in the CTA industry, including the use of ETFs, using […]
Alternative Assets
June 2023
67 minutes
The Rise of the Exponential Organization
a16z
Co-authors of Exponential Organizations, Peter Diamandids and Salim Ismail, both also well-known for their involvement in XPrize and Singularity University, share […]
Markets
June 2023
101 minutes
Kieran Goodwin – Imagination, Volatility, and the Pursuit of Alpha
Invest Like the Best with Patrick O'Shaughnessy
Goodwin covers the state of private credit in today’s rates environment, the value of emotional intelligence as a determinant for […]
Alternative Assets
June 2023
81 minutes
Benedict Evans on AI, Web3, VR and the Future of Tech
"Upstream" with Erik Torenberg
Independent tech analyst Benedict Evans joins the show for a wide-ranging discussion of predictions and frameworks spanning the vast realm of […]
Alternative Assets
June 2023
85 minutes
Paul Graham, Co-founder of Viaweb and Y Combinator
The Social Radars
Y Combinator’s Paul Graham sits down with his wife to discuss his career in startups and venture capital since 1995.
Alternative Assets
June 2023
30 minutes
Why the ‘great de-stocking’ in oil and commodities could pave the way for future gains
Exchanges
Jeff Currie, Global Head of Commodities Research, discusses the recent decline in oil, the supply/demand dynamics for various commodities, and why […]
Alternative Assets
May 2023
66 minutes
Marc Lasry – Avenues of Opportunity
Capital Allocators
Lasry shares lessons from building his firm, selling a stake to Morgan Stanley, owning the Milwaukee Bucks, investing around the […]
Alternative Assets
May 2023
58 minutes
AngelList CEO Avlok Kohli on the Transforming the Company — and Venture Itself
Acquired
Kohli explains how he has transformed AngelList from a special purpose vehicle (SPV) provider to a company that is quickly becoming a software […]
Alternative Assets
April 2023
69 minutes
TTU142: Roy Niederhoffer, President of R.G. Niederhoffer Capital Management
Top Traders Unplugged
Niederhoffer explains how he implements ideas from Daniel Kahneman and Daniel Gilbert into his trading strategy, why trend-follower serves as […]
Global Macroeconomics
March 2023
39 minutes
The Rewind: Calling The Market
The Memo by Howard Marks
Howard Marks touches on the difference between price and value, commonalities he’s seen with turns in the market, and how […]
Global Macroeconomics
March 2023
71 minutes
Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1)
Capital Allocators
Former head of Farallon Capital Management & 2020 Presidential candidate Tom Steyer talks about his new venture, Galvanize Climate Solutions, […]
Alternative Assets
March 2023
60 minutes
The Four Pillars of Macro with Andy Constan
Excess Returns
Constan shares his macro framework, which incorporates growth, inflation, flows and risk premia. Then he shares his view of the […]
Alternative Assets
March 2023
72 minutes
TTU134: Crisis Alpha Revisited ft. Katy Kaminski, Chief Research Strategist at AlphaSimplex Group
Top Traders Unplugged
Katy Kamisnki shares her approach to using trend-following and managed futures, her thoughts on crisis alpha (a term she coined), […]
Miscellaneous
March 2023
40 minutes
HIBT Lab! Too Good To Go: Lucie Basch
How I Built This
Lucie Basch is a French entrepreneur and founder of Too Good To Go, a food waste reduction app. She explains […]
Alternative Assets
February 2023
65 minutes
TTU130: Trend Following Solutions ft. Marty Lueck, Co-Founder of Aspect Capital
Top Traders Unplugged
Lueck discusses why he expects persistent uncertainty going forward, the role trend-following serves in portfolios, and why he’s been cautious […]
Entrepreneurship
February 2023
83 minutes
John Fio – Creating Magic for Consumers
Invest Like the Best with Patrick O'Shaughnessy
John Fio is a product inventor and entrepreneur who’s behind products like Gravity Blanket and Moon Pals. He talks about […]
Alternative Assets
February 2023
137 minutes
#651: Legendary Investor Bill Gurley on Investing Rules, Finding Outliers, Insights from Jeff Bezos and Howard Marks, Must-Read Books, Creating True Competitive Advantages, Open-Source Strategies, Adapting Mental Models to New Realities, and More
The Tim Ferriss Show
Venture Capitalist Bill Gurley walks through the evolution of the venture capital market since 2020, the current state for startups […]
Alternative Assets
February 2023
98 minutes
Trapped Inside The Collapse of FTX with Travis Kling
The Peter McCormack Show
Kling spent 10 years in traditional finance, most recently at Point72, before launching a crypto hedge fund and ultimately losing the […]
Alternative Assets
February 2023
37 minutes
The ‘Widowmaker’ Crypto Trade That Helped Blow Up an Industry
Odd Lots
This episode looks at the interconnectedness between various crypto firms, many of which are tied to the Grayscale Bitcoin Trust (GBTC), […]
Alternative Assets
January 2023
67 minutes
TTU123: Trend Following Master Class ft. Russell Korgaonkar, CIO at Man AHL
Top Traders Unplugged
Korgaonkar shares how Man AHL uses trend-following in their strategies, his take on crisis alpha, and his advice on how […]
Alternative Assets
January 2023
193 minutes
Marc Andreessen
Tetragrammaton
Rick Rubin and Marc Andreessen have a fascinating discussion about trust, venture capital, and more. It’s worth the 3 hours!
Alternative Assets
January 2023
29 minutes
Bonus: Vaclav Smil, author of How the World Really Works, on the Reality of the Energy Transition
A Sustainable Future
In a rare media appearance, academic and best-selling author Vaclav Smil separates fact and fiction on the global energy markets […]
Alternative Assets
December 2022
59 minutes
#113 The Man Behind Kevin Durant’s Billion Dollar Business With Rich Kleiman
Kevin Durant’s business manager, Rich Kleiman, explains the philosophy behind KD’s business ventures, which span from his foundation, media properties […]
Alternative Assets
December 2022
59 minutes
A Different Perspective with Barry Norris Founder of Argonaut Capital
In one of the most interesting episodes on the energy markets all year, specialist fund manager Barry Norris shares why he […]
Alternative Assets
November 2022
55 minutes
The Downfall of FTX and Crypto’s Path Forward | Vance Spencer & Michael Anderson
Spencer & Anderson share why they’ve been skeptical of SBF and his legislative push to build a regulatory moat around […]
Miscellaneous
November 2022
90 minutes
Kevin Rose: His $100M/Year Watch Blog, Money From Digg.com, & Web3 Business
Serial entrepreneur Kevin Rose shares his framework for starting businesses, how he invests his money, and why he’s bullish on […]
Alternative Assets
November 2022
110 minutes
SI214: Trend Following & CTA Replication ft. Andrew Beer
Beer discusses managed futures replication, ETFs and how ETFs have helped investors access sophisticated strategies at a lower cost, and how […]
Miscellaneous
November 2022
95 minutes
Oculus & Anduril Founder Palmer Luckey: From Flipping iPhones On Ebay To Selling For $2Bn To Facebook
This episode covers Luckey selling his first company and the process of negotiating with Zuckerberg, building technology for national security, […]
Alternative Assets
October 2022
54 minutes
Doomberg on Energy Scarcity, Nuclear Power and Failure of Energy Transition Policies
Macro Hive Conversations
In one of the best episodes of the year on the energy situation, Doomberg discusses the transition from energy abundance […]
Global Macroeconomics
October 2022
64 minutes
Devon Zuegel on Inflation, Argentina, and Crypto
EconTalk
Zuegel expands on her recent article, touching on how Argentinians are living with 100%+ annual inflation, how society has evolved to function […]
Alternative Assets
October 2022
140 minutes
ACQ Sessions: Jason Calacanis
Acquired
Jason Calacanis touches on his journey into venture investing and media, the origins of the All-In Podcast, and his goals […]
Alternative Assets
October 2022
47 minutes
Jeff Currie, Goldman Sachs – Why ESG May Make This Commodity Supercycle Different From Past Cycles | #445
The Meb Faber Show
Goldman Sachs’ Head of Commodity Research touches on the underinvestment in supply, why ESG makes this cycle different from past cycles, […]
Miscellaneous
September 2022
85 minutes
David Senra – Passion & Pain
Invest Like the Best with Patrick O'Shaughnessy
Senra is the creator of the Founders podcast, where he shares stories lessons from studying the great entrepreneurs. He shares the common […]
Alternative Assets
August 2022
26 minutes
Carried interest wormhole
Planet Money
Great look into the history of carried interest and how the tax loophole seems to always survive tax reform.
Alternative Assets
August 2022
56 minutes
Prof. Ludovic Phalippou: Private Equity, Under the Hood
Rational Reminder
Professor Phalippou discusses the intricacies of private equity, the difficulties in evaluating managers, and calculating actual fees and returns. From The Episode:In the last […]
Alternative Assets
August 2022
75 minutes
Ravi Gupta – Focus
Invest Like the Best with Patrick O'Shaughnessy
Gupta is a partner at Sequoia and previously the CFO & COO of Instacart. He covers the need to ‘keep […]
Alternative Assets
August 2022
51 minutes
What So Many People Get Wrong About The Energy Transition
Odd Lots
Bernstein analyst Bob Brackett covers the headwinds in the energy transition, why commodities don’t just disappear, and what he thinks […]
Alternative Assets
July 2022
103 minutes
Adam Rozencwajg: Understanding the Global Energy Crisis
Macro Voices
From 17:00 – 1:05:00, natural resource investor Adam Rozencwajg shares why he’s concerned about the potential for $200 oil this year, […]
Alternative Assets
July 2022
52 minutes
Jason Calacanis On the Expensive Lesson Coming to Silicon Valley
Odd Lots
Angel investor Jason Calacanis shares his thoughts on lower valuations in the private markets and why he expects VC firms […]
Miscellaneous
July 2022
47 minutes
TransDigm: Foundations with Nick Howley
50X
In the first episode in a 4-part series, Will Thorndike speaks with TransDigm founder Nick Howley about the early days […]
Alternative Assets
June 2022
92 minutes
Dr. Anas Alhajji: There Is No Escaping The Coming Energy Crisis
Macro Voices
From 13:15 – 1:08:00, world-renowned energy markets expert Dr. Alhajji discusses the geopolitical implications of the energy crisis and his […]
Alternative Assets
June 2022
51 minutes
Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
All-In
The episode covers the recent pullback in public & private markets, mistakes VCs make in a bull market, and Gurley’s […]
Alternative Assets
May 2022
74 minutes
Marc Andreessen on Software, Immortality, and Bitcoin
EconTalk
Marc Andreessen is an entrepreneur and venture capitalist. He discusses: • A post-mortem on his 2011 post Why Software Is Eating The […]
Markets
May 2022
56 minutes
Sam Bankman-Fried and Matt Levine on How to Make Money in Crypto
Odd Lots
Bankman-Fried is the CEO and co-founder of FTX, and one of the world’s youngest billionaires. He discusses: • The evolution of […]
Global Macroeconomics
May 2022
53 minutes
Jim Rogers on Commodities
Behind the Markets Podcast
Jim Rogers is a long-time commodity investor and creator of the Rogers International Commodities Index (interview begins at 7:00). He […]
Alternative Assets
April 2022
90 minutes
112 Andrew Beer on Simplifying Managed Futures and Liquid Alts Exposure
Andrew Beer discusses simplifying managed futures exposure, applying a Bogle style approach to liquid alternatives, and how advisors can communicate […]
Alternative Assets
April 2022
73 minutes
Commodity Volatility, Global Macro, and Trend Following with Alan Dunne from Archive Capital
Alan Dunne discusses recent commodity market volatility, the evolution of global macro trading, and how he allocates to trend following […]
Alternative Assets
March 2022
114 minutes
Altimeter (with Brad Gerstner)
Brad Gerstner discusses the convergence of public and private markets, Altimeter’s approach to backing top companies, and reforms he’d consider […]
Alternative Assets
March 2022
74 minutes
Doug Leone of Sequoia Capital: global growth, partnering with legendary companies and the evergreen fund
Doug Leone discusses the evolution of venture capital, Sequoia’s global expansion, and how shifts in company building and remote work […]
Alternative Assets
February 2022
109 minutes
Sebastian Mallaby: What is venture capital good for?
Sebastian Mallaby discusses the evolution of venture capital, why it functions differently from other asset classes, and how recent industry […]
Alternative Assets
February 2022
10 minutes
Special Episode: The Improving Case for Commodities
Morgan Stanley examines the improving case for commodities, how the energy transition reshapes supply, and why oil prices could remain […]
Alternative Assets
February 2022
80 minutes
#129 Marc Andreessen: Interview with an Icon
Marc Andreessen discusses shifting power structures, future paths for the Internet, and how he separates luck from skill when making […]
Alternative Assets
January 2022
54 minutes
Why the Price of Coffee Beans Soared in the Last Year
Ryan Delany explains how the coffee market works, what drove recent price spikes, and how supply and demand shocks ripple […]
Alternative Assets
January 2022
76 minutes
From Web2 to Web3: Alexis Ohanian and Kevin Rose
Alexis Ohanian talks about the shift from Web2 to Web3, navigating crypto volatility, and how community driven platforms reshape investing.
Alternative Assets
December 2021
68 minutes
#749 This Bitcoin Conversation Blew My Mind w/ Jason Lowery
Jason Lowery discusses Bitcoin as a form of digital power projection, the intersection of warfare and monetary systems, and implications […]
Alternative Assets
November 2021
46 minutes
EP.97 The Future Of Music and Finance with David Pullman
David Pullman discusses music royalty securitizations, the Bowie Bond’s origins and evolution, and how streaming and NFTs reshaped music finance.
Alternative Assets
November 2021
51 minutes
Brad Johnson — Investing in Trading Cards
Brad Johnson discusses the boom and bust cycles of sports trading cards, lessons for broader capital markets, and NFTs’ impact […]
Alternative Assets
November 2021
67 minutes
Why Sam Lessin is using the VC model to invest in individuals + Jason funds a startup on air
Slow Ventures’ Sam Lessin discusses applying venture capital to individuals, and Chris Niblett explores building Bizzly as a Patreon for […]
Alternative Assets
November 2021
46 minutes
482. Is Venture Capital the Secret Sauce of the American Economy?
Stephen Dubner explores how venture capital fueled America’s largest companies, and debates whether VC broadly benefits society or concentrates wealth.
Alternative Assets
November 2021
35 minutes
Spencer Rascoff — 75 & Sunny
Spencer Rascoff discusses building 75 & Sunny without a paywall, why Pacaso differs from timeshares, and reinvesting in startups.
Alternative Assets
November 2021
38 minutes
Mac the VC on the Journey from Homeless To Becoming A VC, What It Takes To Raise a Fund on Twitter, Why the Venture World is F***** Up and How Institutional LPs Need To Change
RareBreed Ventures’ Mac Conwell discusses his journey from homelessness to VC, raising a fund on Twitter, and structural issues in […]
Alternative Assets
October 2021
152 minutes
#542: Chris Dixon and Naval Ravikant — The Wonders of Web3, How to Pick the Right Hill to Climb, Finding the Right Amount of Crypto Regulation, Friends with Benefits, and the Untapped Potential of NFTs
Andreessen Horowitz’s Chris Dixon and Naval Ravikant discuss venture investing in crypto, building AngelList, and backing transformative technology startups.
Alternative Assets
October 2021
43 minutes
Andy Rachleff on Investing, Company-Building & Product Market Fit… Lessons from Wealthfront & Benchmark
Wealthfront’s Andy Rachleff discusses democratizing endowment-style investing, why market timing and all-time highs are irrelevant, and evolving views on crypto.
Alternative Assets
October 2021
62 minutes
SI161: Retaking the Turtle Trader Entrance Exam ft Jerry Parker
Jerry Parker revisits the original Turtle Trader questions, discussing trend following principles and how his views evolved since Richard Dennis.
Alternative Assets
October 2021
63 minutes
Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World
Starwood Capital’s Barry Sternlicht discusses building a global real estate empire, today’s opportunity set across asset classes, and managing capital […]
Alternative Assets
September 2021
52 minutes
Episode 038: Ted Aronson
Ted Aronson discusses Vanguard’s push into private equity and active advice, and David Swensen’s caution on manager selection and illiquids.
Alternative Assets
September 2021
46 minutes
Silicon Valley Part 2
Marc Andreessen discusses social media’s influence, why software is eating the world, and how the internet amplifies economic resilience and […]
Alternative Assets
September 2021
48 minutes
Silicon Valley Part 1
Marc Andreessen explores the origins of Silicon Valley, Stanford’s influence, and how early companies like Hewlett Packard and Apple shaped […]
Alternative Assets
September 2021
96 minutes
#530: Sir James Dyson — Founder of Dyson and Master Inventor on How to Turn the Mundane into Magic
Sir James Dyson discusses innovation and grit, why he has avoided taking Dyson public, and how building a university supports […]
Alternative Assets
August 2021
55 minutes
Ep. 1000: Jerry Parker Interview with Michael Covel on Trend Following Radio
Jerry Parker discusses trend following principles, the rules he uses to manage risk, and how his approach has evolved including […]
Alternative Assets
August 2021
56 minutes
Springfree Trampoline: Keith Alexander & Steve Holmes
Steve Holmes discusses commercializing Springfree Trampolines, navigating product risk and patent acquisition, and scaling a safety-driven innovation globally.
Alternative Assets
August 2021
42 minutes
Metal Royalty: Vox Royalty’s CIO Spencer Cole on precious metals royalty and streaming
Spencer Cole explains precious metals royalties, why they offer asymmetric leverage, and how sourcing overlooked royalties creates differentiated investment exposure.
Alternative Assets
August 2021
69 minutes
Sam Bankman-Fried and Matt Levine on How the Crypto Market Really Works
Sam Bankman-Fried discusses how crypto exchanges operate, managing leverage and risk, and the structural tensions within DeFi and stablecoins.
Alternative Assets
August 2021
70 minutes
Serial Entrepreneur: Gary Vaynerchuk
Gary Vaynerchuk discusses building Wine Library into a digital brand, leveraging social media to invest and advise companies, and how […]
Miscellaneous
August 2021
51 minutes
EYL #141 Shaq on Building a $400 Million Dollar Business Empire
Shaquille O’Neal discusses learning financial basics the hard way, building a brand through business ownership, and how franchise investing shaped […]
Alternative Assets
July 2021
61 minutes
TIP363: The Game of Investing w/ Bing Gordon
Bing Gordon discusses building Electronic Arts, the evolution of the gaming industry, and lessons from working with founders as an […]
Alternative Assets
July 2021
62 minutes
Private Equity Masters 4: David Rubenstein – Carlyle Group
David Rubenstein discusses building Carlyle, scaling private equity through new funds and global expansion, and lessons from taking the firm […]
Alternative Assets
July 2021
63 minutes
Wolfgang Puck | World-Famous Chef and Restaurateur
Wolfgang Puck discusses his entrepreneurial journey in hospitality, taking risks to build restaurants, and the transition from chef to business […]
Alternative Assets
July 2021
113 minutes
Special: Ho Nam from Altos Ventures — A Different Approach to VC
Ho Nam discusses Altos Ventures’ long term bet on Roblox, how he evaluates founder CEO qualities, and applying value investing […]
Alternative Assets
July 2021
54 minutes
EP.86 BOURBON as an INVESTMENT with Mark Garbin
Mark Garbin discusses bourbon as an alternative investment, how owning barrels works including storage and insurance, and what makes a […]
Alternative Assets
July 2021
82 minutes
Marc Andreessen — Making the Future
Marc Andreessen discusses the hollowing of the middle class, how technology can lower education housing and healthcare costs, and his […]
Alternative Assets
June 2021
42 minutes
#577 Scott Harrison on the Bitcoin Water Trust
Scott Harrison discusses building charity: water, innovating nonprofit transparency, and launching a bitcoin water trust to scale global impact.
Alternative Assets
May 2021
51 minutes
Wine – To Invest or Consume? Gary Boom, Founder & CEO of Bordeaux Index
Bordeaux Index’s Gary Boom discusses modernizing wine trading, fine wine investment returns, and building diversified portfolios in collectible assets.
Alternative Assets
May 2021
29 minutes
Nick Grouf — Alpha Edison
Alpha Edison’s Nick Grouf discusses building a proactive, knowledge-driven venture fund and challenging reactive trends in VC.
Alternative Assets
May 2021
66 minutes
David Fauchier – Paranoid Crypto Cowboys
David Fauchier discusses crypto market fragmentation, multi-manager strategies in digital assets, and allocator considerations around exchange risk, custody, and due […]
Alternative Assets
May 2021
58 minutes
#549 Alex Taub on Digital Horse Racing
Alex Taub discusses building Upstream, investing in digital ecosystems like Zed Run, and how virtual assets intersect with community and […]
Alternative Assets
May 2021
92 minutes
The NON-Wisdom of Crowds with Nigol Koulajian of Quest Partners
Nigol Koulajian discusses building a CTA business, assessing price and risk in systematic portfolios, and integrating mindset and meditation into […]
Alternative Assets
May 2021
68 minutes
Ethereum, The Triple Halving with Squish Chaos
Nikhil Shamapant discusses his Ethereum research thesis, the concept of the Triple Halving, and crypto market supply dynamics.
Alternative Assets
May 2021
51 minutes
The Epsilon Theory Podcast Ep10 — In Praise of Bitcoin
Alex Gladstein discusses Bitcoin’s original ethos, the shift toward institutional adoption, and tensions between decentralization and Wall Street influence.
Miscellaneous
May 2021
70 minutes
Eleven Madison Park: Daniel Humm
Daniel Humm discusses his journey from cyclist to chef, reinventing Eleven Madison Park, and transitioning a world-class restaurant to a […]
Alternative Assets
April 2021
48 minutes
Scott Belsky’s Angel Investing Lessons and Requests For Startups
Scott Belsky discusses his evolution as an operator-investor, principles behind early-stage bets like Uber and Pinterest, and opportunities in pre-momentum […]
Alternative Assets
March 2021
24 minutes
Why Influencers Should Choose Equity vs Cash | Creator Economics #19
Reed Duchscher and Blake Robbins discuss creators negotiating equity, structuring deals around ownership, and launching Night Ventures to back talent.
Alternative Assets
March 2021
77 minutes
Making Market Music with Roy Niederhoffer
Roy Niederhoffer discusses long volatility trading, crisis performance and skew, and identifying cross-asset patterns to manage short-term risk.
Alternative Assets
March 2021
224 minutes
#506: The Episode of Everything: Balaji on Bitcoin and Ethereum, Media Self-Defense, Drone Warfare, Crypto Oracles, India as Dark Horse, The Pseudonymous Economy, Beautiful Trouble, Ramanujan, Life Extension, and More
Balaji Srinivasan discusses Bitcoin and Ethereum’s future, building personal sovereignty in a digital world, and how technology reshapes power and […]
Alternative Assets
March 2021
40 minutes
Crypto, Gaming, and Space with Alice Lloyd George
Alice Lloyd George discusses Silicon Valley history, crypto and NFTs, and emerging opportunities across climate tech, space, and immersive platforms.
Alternative Assets
March 2021
52 minutes
Brad Gerstner: “If something’s not a fast yes, then it’s a quick no.”
Brad Gerstner discusses building Altimeter during the financial crisis, lessons from Jeff Bezos, and aligning investing with governance and impact.
Alternative Assets
March 2021
27 minutes
Should You Invest in Farmland?
David Stein discusses farmland investment returns, historical appreciation and income, and risks and vehicles for gaining exposure.
Alternative Assets
February 2021
78 minutes
SI128: Investing during Inflationary or Deflationary periods ft. Jerry Parker
Jerry Parker discusses trend following across inflationary and deflationary regimes, common investor underperformance versus the S&P 500, and managing open […]
Alternative Assets
February 2021
131 minutes
#499: Katie Haun on the Dark Web, Gangs, Investigating Bitcoin, and The New Magic of “Nifties”
Katie Haun discusses prosecuting cybercrime, investigating Bitcoin and Silk Road, and the evolving investment case for NFTs and crypto.
Alternative Assets
January 2021
81 minutes
David Tisch shares insights from 350+ early-stage investments in companies like Plaid & Roman, importance of reputation, dealing with sharp-elbowed investors & more
David Tisch shares insights from 350+ early-stage investments in companies like Plaid & Roman, importance of reputation, dealing with sharp-elbowed […]
Alternative Assets
January 2021
36 minutes
Mike Alfred: Fintech & Cryptotech
Mike Alfred discusses his entrepreneurial journey, investing ideology, the case for bitcoin, and what’s next for fintech.
Alternative Assets
December 2020
82 minutes
SI119: Trading TESLA & Commodity Breakout ft. Jerry & Moritz
Jerry Parker and Moritz Seibert discuss commodity breakouts, trading Tesla’s S&P inclusion and Bitcoin highs, and the discipline of systematic […]
Alternative Assets
December 2020
74 minutes
Alex Danco – Shopify, SPACs & Status
Alex Danco discusses his early experience at Shopify, status dynamics and SPACs, and the rise of e-commerce and online networks.
Alternative Assets
December 2020
97 minutes
E1152: Keith Rabois on leaving Silicon Valley for Miami, Roaring Twenties 2.0, IPO spree & more
Keith Rabois discusses leaving Silicon Valley for Miami, the case for a Roaring Twenties 2.0, and the recent IPO spree.
Alternative Assets
December 2020
62 minutes
Understanding the STABLE Act and the Push to Regulate Crypto | Rohan Grey
Rohan Grey discusses the STABLE Act, defining digital fiat and stablecoins, and the regulatory implications for money and deposits.
Alternative Assets
November 2020
74 minutes
Commodities Legends and Market Builders Episode 1 | Robert Friedland on Grading, Trading, and Responsibly Producing Commodities
Robert Friedland discusses ESG-based commodity pricing, blockchain-enabled supply chain transparency, and market mechanisms to reward responsible metals production.
Alternative Assets
November 2020
84 minutes
161: Investing in Fine Wine – Cult Wines CEO Tom Gearing
Tom Gearing discusses fine wine as an alternative asset, portfolio construction in collectibles, and building a global investment platform in […]
Alternative Assets
November 2020
34 minutes
Mark Suster — Upfront Ventures
Mark Suster discusses optimal fundraising timing, advising founders to reengage investors months after a round and sharing frameworks for navigating […]
Alternative Assets
September 2020
88 minutes
#385: Michael Saylor On Buying Bitcoin With His Balance Sheet
Michael Saylor discusses building MicroStrategy, navigating a $500 million capital allocation dilemma, and deploying corporate treasury into Bitcoin.
Alternative Assets
September 2020
62 minutes
Ep. 900: Larry Hite Interview with Michael Covel on Trend Following Radio
Larry Hite discusses trend following, risk management through stop losses, and the behavioral foundations that shape trading success.
Alternative Assets
September 2020
60 minutes
SI104: Inconvenient truths about Trend Following ft. Roberto Osorio
DUNN Capital’s Roberto Osorio touches on diversification across markets, volatility targeting, model decay, and adapting trend following to faster information […]
Alternative Assets
August 2020
94 minutes
E1102 The Next Unicorns E15 Zero Mass Water CEO Cody Friesen is perfecting drinking water with hydropanels
Zero Mass Water’s Cody Friesen discusses hydropanels, decentralizing drinking water production, and scaling sustainable infrastructure innovation.
Alternative Assets
August 2020
58 minutes
#366: Avlok Kohli on AngelList Rolling Funds
Avlok Kohli discusses AngelList’s venture platform, rolling funds and incentive alignment, and where the venture capital industry may be heading.
Alternative Assets
August 2020
37 minutes
John Bartlett: Investing in Infrastructure
John Bartlett discusses investing in infrastructure and utilities, the state of U.S. infrastructure, and key drivers of sector performance.
Alternative Assets
August 2020
55 minutes
20VC: Steve Jurvetson on 20 Years of Friendship with Elon Musk, How To Analyse Market Timing, Why Venture Does Not Scale & Why He Has Never Sold A Share in Any Company He Holds
Steve Jurvetson discusses deep tech investing, assessing technical and market risk, and building venture partnerships around transformative companies like SpaceX […]
Alternative Assets
June 2020
74 minutes
E1075: Cendana Capital’s Michael Kim on investing in Seed funds as a serial LP, Robinhood as an acquisition target, greatest Seed funds of all time & more
Cendana Capital’s Michael Kim discusses investing in seed funds as a serial LP, portfolio construction and ownership discipline, and venture […]
Alternative Assets
June 2020
77 minutes
305: Shervin Pishevar On Identifying Industry-Defining Entrepreneurs
Shervin Pishevar discusses backing industry-defining startups, the evolving power of creators in media, and Bitcoin as a long-term systemic bet.
Alternative Assets
June 2020
82 minutes
SI90: How to make 3000% in a month and why CTAs are the perfect portfolio ft. Jerry Parker
Jerry Parker discusses single stocks versus indexes in trend following, when to override backtests, and multi-strategy CTAs versus pure trend […]
Alternative Assets
May 2020
95 minutes
289: Mike Maples on Finding World-Class Founders
Mike Maples, Jr. discusses building breakthrough companies, why founder insight trumps initial products, and patterns he sees in exceptional early-stage […]
Alternative Assets
May 2020
79 minutes
Texas Style Trend Following with Salem Abraham
Salem Abraham shares lessons from decades in trend following, managed futures portfolio construction, and navigating extreme markets from oil to […]
Alternative Assets
April 2020
64 minutes
#81 Jason Calacanis: Intelligent Risk
Jason Calacanis discusses decision-making under uncertainty, how systems shape investment outcomes, and the realities behind Silicon Valley culture.
Alternative Assets
March 2020
95 minutes
SI80: Why uncomfortable trades can turn out to be the most profitable ft. Eric Crittenden
Eric Crittenden discusses short selling and trend following, ETFs and return dispersion, and the challenges of timing and asset growth.
Alternative Assets
March 2020
93 minutes
E1035: SoftBank Managing Partner Jeff Housenbold on deploying the $100B Vision Fund, getting recruited by Masayoshi Son, counseling founders to manage massive capital, creating moats, reasons for shift toward profits, lessons from WeWork & more
Jeff Housenbold discusses deploying the Vision Fund, advising founders on scaling with massive capital, and lessons from WeWork and shifting […]
Alternative Assets
February 2020
124 minutes
CRV’s George Zachary shares lessons from passing on Google, investing in health-tech after a cancer scare, and views on CRISPR and coronavirus risks.
CRV’s George Zachary shares lessons from passing on Google, investing in health-tech after a cancer scare, and views on CRISPR […]
Alternative Assets
February 2020
38 minutes
20VC: Ashton Kutcher on Early Lessons From Investing in Airbnb and Spotify, Why VC Ownership Requirements Are Becoming More and More Egregious & What Being Good At Product Truly Means
Sound Ventures’ Ashton Kutcher discusses his evolution from angel investor to VC, sourcing competitive deals, and building product intuition across […]
Alternative Assets
February 2020
90 minutes
E33: “Angel” Podcast: Dan Rose, Chairman at Coatue Management is leading a $700M early-stage fund, shares insights on working with Bezos & Zuckerberg during pivotal years at Amazon & Facebook, 100+ angel investments, standout founder traits & more
Coatue’s Dan Rose discusses leading a $700M early-stage fund, lessons from Bezos and Zuckerberg, and traits he seeks in standout […]
Alternative Assets
February 2020
53 minutes
Recode Decode: Larry Ingrassia
Larry Ingrassia discusses his book Billion Dollar Brand Club, direct-to-consumer disruption, venture capital dynamics and competing with Amazon.
Alternative Assets
January 2020
112 minutes
David Pakman, Partner at Venrock: The Age of Automation
David Pakman discusses early-stage venture investing, crypto’s potential to disrupt venture capital, and emerging opportunities in AI, robotics and digital […]
Alternative Assets
January 2020
123 minutes
#407: Sam Zell — Strategies for High-Stakes Investing and Dealmaking
Sam Zell discusses building the REIT industry, disciplined capital allocation, and lessons from his book Am I Being Too Subtle?
Alternative Assets
January 2020
25 minutes
Erik Rannala — Mucker
Erik Huberman discusses Honey’s $4B exit, his decision-making process, and building Mucker with a hands-on early-stage investment approach.
Alternative Assets
January 2020
69 minutes
Recode Decode: Kirsten Green
Kirsten Green discusses backing consumer disruptors like Glossier, navigating startup culture challenges, and evolving venture capital’s role in tech innovation.
Alternative Assets
January 2020
37 minutes
20VC: Khosla Ventures Founding Partner, Samir Kaul on Why Pro Rata Is A Cop Out, Why He Likes Technical Risk and Does Not Take Market Risk & How To Approach Time Allocation Across The Portfolio In Venture
Samir Kaul discusses investing in biotech and frontier tech, backing companies like Impossible Foods, and building enduring venture platforms at […]
Alternative Assets
December 2019
68 minutes
Ben Savage – All Things Fintech Investing
Ben Savage discusses fintech investing, emerging themes across the financial technology ecosystem, and how venture capital evaluates innovation in financial […]
Alternative Assets
December 2019
44 minutes
The Journey from 0 to 1, from Mosaic to Netscape
Marc Andreessen discusses his journey from Mosaic to Netscape, lessons on product-market fit, and building enduring technology companies from 0 […]
Alternative Assets
December 2019
41 minutes
ESG The Right Way
Jim O’Shaughnessy and Travis Fairchild discuss ESG investing frameworks, misconceptions around implementation, and integrating factor strategies through the Canvas platform.
Alternative Assets
December 2019
34 minutes
20VC: Unusual Ventures’ John Vrionis on Why We Need To Raise The Bar In Venture, Why Taking Multi-Stage Money At Seed Is Not In The Best Interest of Founders & Why To Be The Best, You Have To Specialise To Be The Best
John Vrionis discusses redefining seed investing, aligning venture incentives with founders, and building Unusual Ventures after his tenure at Lightspeed.
Alternative Assets
November 2019
56 minutes
#397: Two Questions Every Entrepreneur Should Answer
Andy Rachleff discusses achieving product-market fit, recognizing inflection points in startups, and lessons from iconic founders and venture investors.
Alternative Assets
November 2019
59 minutes
Daniel Ek – The Future of Audio
Daniel Ek discusses building Spotify, thinking in systems and frameworks, and fostering continuous innovation and long-term growth as a CEO.
Alternative Assets
October 2019
37 minutes
Jay Girotto – Farmland Opportunity
Jay Girotto discusses investing in U.S. farmland, its inflation-hedging and diversification characteristics, and Farmland Opportunity’s strategy for sourcing, operations, and […]
Alternative Assets
September 2019
50 minutes
Bill Gurley – Direct Listing vs. IPO
Bill Gurley discusses traditional IPOs versus direct listings, incentives within the underwriting process, and why he favors direct listings.
Alternative Assets
September 2019
82 minutes
SI52: Working with legendary Paul Tudor Jones ft. Peter Borish
Peter Borish discusses discretionary versus systematic investing, lessons from market cycles, and the evolving role of CTAs and rules-based trading.
Alternative Assets
September 2019
152 minutes
Jason Williams, Co-Founder & Partner at Morgan Creek Digital: From a 9 Figure Startup Exit To Mining Bitcoin With Car Tires
Jason Williams discusses building and exiting a healthcare company, unconventional technology ideas, and lessons from risk-taking experiences including a plane […]
Hedge Funds
July 2019
20 minutes
Why Merger Arb Works
Mark Mitchell explains how merger arbitrage works, the conditions that drive returns, and why implementation remains challenging despite understanding the […]
Alternative Assets
July 2019
71 minutes
Bill Gurley – All Things Business and Investing
Bill Gurley discusses venture investing discipline, evaluating today’s market landscape, and maintaining intellectual curiosity despite long-term success.
Alternative Assets
July 2019
42 minutes
a16z Podcast: Beyond Software Eating the World
Marc Andreessen and Ben Horowitz discuss how software is eating the world, shifts in computing architectures, and implications for technology-driven […]
Alternative Assets
June 2019
35 minutes
20VC: Benchmark’s Bill Gurley on 5 Traits Benchmark Look For When Adding To The Partnership, Why The Abundance of Capital Is Today’s Biggest Challenge in VC & The Right Way To Think About Market Size When Assessing Opportunities
Benchmark’s Bill Gurley discusses partnership selection traits, capital abundance in venture, and framing market size when assessing startup opportunities.
Alternative Assets
June 2019
28 minutes
Commodities: Past, Present and Futures
Caroline Sasseville and Bill Eckhardt discuss commodity return drivers, trend following principles, and lessons from the turtle traders experiment.
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June 2019
31 minutes
Talk Your Book: The Net Lease REIT ETF
Chris Burbach and Alexi Panagiotakopoulos discuss investing in REITs, the net lease model, and considerations behind launching a dedicated REIT […]
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April 2019
47 minutes
Ep. 751: Brent Huigens Interview with Michael Covel on Trend Following Radio
Brent Huigens discusses building PWCC Marketplace, the rise of trading cards as alternative investments, and creating transparent marketplaces for collectibles.
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April 2019
47 minutes
The Environment, Capitalism, Technology
Andrew McAfee discusses decoupling economic growth from environmental harm, technology’s role in dematerialization, and capitalism’s impact on sustainability and progress.
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January 2019
46 minutes
Ep. 731: Kyle Nel Interview with Michael Covel on Trend Following Radio
Kyle Nel discusses corporate innovation strategy, partnering with emerging technologies, and building ecosystems that help large organizations adapt and grow.
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January 2019
47 minutes
Roy Niederhoffer, President of R.G. Niederhoffer Capital: A Billion Dollar Hedge Fund Manager Talks Crypto
Roy Niederhoffer discusses quantitative trading across global markets, risk management through volatility, and lessons from decades running a systematic hedge […]
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December 2018
57 minutes
Ep. 723: Harold de Boer Interview with Michael Covel on Trend Following Radio
Harold de Boer discusses diversified trend following, balancing quantitative models with fundamentals, and managing systematic portfolios across global markets.
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October 2018
55 minutes
Michael Schwimer – Moneyball as an Investment Strategy
Michael Schwimer discusses investing in minor league players, applying sabermetrics to sports finance, and improving athlete economics through innovative capital […]
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October 2018
60 minutes
Cisco Systems & Urban Decay: Sandy Lerner
Sandy Lerner discusses co-founding Cisco Systems, pioneering internet routing technology, and reinventing herself by launching the cosmetics brand Urban Decay. […]
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September 2018
51 minutes
Ep. 697: Jerry Parker Interview with Michael Covel on Trend Following Radio
Jerry Parker discusses his TurtleTrader roots, the mechanics of trend following, and how he applies systematic rules at Chesapeake Capital.
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September 2018
54 minutes
Behind The Markets Podcast: Brandon Zick
Brandon Zick discusses investing in farmland, portfolio management in the agricultural sector, and how tariffs are impacting farm markets.
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September 2018
35 minutes
Instagram’s Kevin Systrom: Keep it simple while scaling big
Kevin Systrom discusses scaling Instagram by riding platform tailwinds, keeping teams lean, and simplifying product decisions to accelerate user growth.