My guest this week is Bill Gurley, general partner at Benchmark Capital. Our conversation is about one specific issue that has popped up as a topic of interest in the investing community in recent months: the comparison between bringing a company public through a traditional IPO vs. what’s know as a direct listing. This episode…
Joe McLean – How to be a Pro’s Pro - [Invest Like the Best, EP.143]
My guest this week is Joe McLean, the founder of Intersect Capital, which provides financial advisory services to a variety of clients, including a number of NBA players and other professional athletes. What I loved about this conversation was the weaving of sport, coaching, and finance into a cohesive whole. There’s so much to take…
Zack Kanter – All Things Business - [Invest Like the Best, EP.142]
This week’s guest is, Zack Kanter, the founder and CEO of the Stedi. Zack and I decided not to talk much about his business on this podcast and opted instead to explore more generally, so a bit of an introduction to what they do may be helpful here for some extra context. Stedi is a…
Chris Bloomstran – What Makes a Quality Company - [Invest Like the Best, EP.141]
My guest this week is Chris Bloomstran, the president and chief investment officer of Semper Augustus Investments Group. He became famous in investing circles a few years back for his incredibly detailed investigations of Berkshire Hathaway. While we do cover Berkshire towards the end of the conversation, we spend most of our time talking about…
Brian Christian - How To Live With Computers - [Invest Like the Best, EP.140]
Show Notes 0:00 - (First Question) – Summarizing his collection of interests that led to his three books 1:48 – Biggest questions in AI 2:32 – Defining AGI (Artificial General Intelligence) and its history 4:07 – Computing Machinery and Intelligence 6:43 – The idea of the most human human 8:48 – Tactics that have…
Eric Sorensen – How Quant Evolves - [Invest Like the Best, EP.139]
My guest this week is Eric Sorensen, the CEO of Panagora asset management, which manages more than $46B for clients across a variety of strategies. Eric began his career serving in the Air Force as both a pilot and instructor in high performance jet aircraft. He then accumulated 40 years of quantitative research and investment…
Jane McGonigal – How Games Make Life Better - [Invest Like the Best, EP.138]
Jane McGonigal, PhD is a world-renowned designer of alternate reality games — or, games that are designed to improve real lives and solve real problems. She is the Author of Reality is Broken: Why Games Make Us Better and How They Can Change the World and is the inventor and co-founder of SuperBetter, a game…
Bill Gurley – All Things Business and Investing - [Invest Like the Best, EP.137]
My guest this week is Bill Gurley, a general partner at Benchmark Capital and one my favorite investment thinkers. As you’ll hear, despite enormous success through his career, Bill is clearly still in love with business and investing. Where many might discuss past glories, I’ve been incredibly impressed with how both Bill and his partners…
Jesse Livermore – The Search for the Truth with the Anonymous Master - [Invest Like the Best, EP.136]
This week I have a very special guest years in the making. Like another favorite episode, with anonymous guest Modest Proposal, this conversation is with one of the stars of the financial twitter universe who writes anonymously and goes by the pseudonym Jesse Livermore. I met Jesse 6 years ago after reading his unbelievably unique…
Chuck Akre – The Three-Legged Stool - [Invest Like the Best, EP.135]
My guest today is Chuck Akre, a now widely famous investor who founded Akre Capital Management in 1989, which now manages approximately $10B dollars. We discuss his investing style and his “three-legged stool” for evaluating companies. Please enjoy this great conversation. For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll…