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.

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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.

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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.

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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.

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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.

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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 […]

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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 […]

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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 […]

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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.

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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 […]

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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 […]

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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 […]

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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 […]

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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.

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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 […]

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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.

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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.

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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 […]

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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 […]

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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 […]

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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.

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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 […]

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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, […]

Read more
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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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.

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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.

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

Read more
AI
June 2024
50 minutes

How to Remake the Electric Grid for AI | Brian Janous

Hidden Forces

Janous discusses the rapid buildout of AI data centers, the introduction of more intermittent sources of energy like wind and […]

Read more
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 […]

Read more
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.

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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.

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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.

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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.

Read 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.

Read more
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 […]

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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 […]

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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, […]

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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 […]

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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 […]

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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, […]

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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, & […]

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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.

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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 […]

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lace
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 […]

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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 […]

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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 […]

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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.

Read more
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 […]

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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 […]

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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 […]

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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. […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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, […]

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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.

Read 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 […]

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Global Macroeconomics
August 2023
10 minutes

Doomberg: “Our Fragile Energy Economy”

The Great Simplification

Doomberg uses an energy lens to analyze global trends in the economy, and touches on the relationship between geopolitics, debt, […]

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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 & […]

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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.

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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.

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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.

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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 […]

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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 […]

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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 […]

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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 […]

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Global Macroeconomics
April 2023
54 minutes

Doomberg: Provocative Not Polarizing

The Phil Bak Podcast

Phil Bak speaks with Doomberg about entrepreneurship, content creation, and the secret to their writing process.

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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 […]

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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, […]

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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 […]

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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), […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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), […]

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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 […]

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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!

Read more
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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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, […]

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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 […]

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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 […]

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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 […]

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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, […]

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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 […]

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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.

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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 […]

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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 […]

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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 […]

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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, […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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Global Macroeconomics
March 2022
49 minutes

Energy Transition & Geopolitics with Daniel Yergin

Daniel Yergin discusses the energy transition, shifting geopolitics around peak demand, and how global energy policy reshapes economic power.

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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 […]

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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 […]

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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 […]

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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 […]

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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.

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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 […]

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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 […]

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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 […]

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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 […]

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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.

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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.

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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