My guest this week is Pat Dorsey, who was the longtime director of equity research at Morningstar, where he specialized in economic moats: sources of sustained competitive advantage that allow a few companies to deliver huge returns over time. Several years ago he left Morningstar to form his own asset management firm, Dorsey asset management,…
Posts Categorized: Finance
Business vs. Investing, w/ Jason Zweig and Morgan Housel – [Invest Like the Best, EP.50]
My guests this week are both veterans of the podcast, Jason Zweig and Morgan Housel. They are two of the best in the world at making the complicated simple, and in that spirit, I’ll keep this introduction short. Morgan shifted from public markets to the private markets a year ago when he joined the Collaborative…
Just Manageable Challenges, with Brad Stulberg – [Invest Like the Best, EP.49]
This week’s conversation is about performance. More specifically, it is about the ins and outs of steady progress and growth. My guest is Brad Stulberg who coauthored the book Peak Performance, which combines research from many fields into a description of how athletes, creatives, and others continue to push boundaries in their respective crafts. As…
Leigh Drogen – Sink or Swim–How to Combine Quant and Traditional Asset Management Techniques – Invest Like the Best, EP.48]
Several weeks ago my conversation with Leigh Drogen on quant investing proved timely and popular–because everyone in asset management is facing the rise of big data, and the use of data science in investing strategies. Because of the rise of quants, many are asking themselves how to survive and thrive in a changing industry. In…
Compound Your Face Off, with Wes Gray – [Invest Like the Best, EP.47]
My guest this week is a version of me—a funnier, cooler version who has a PhD and served as an active duty marine. Lots of you will already be familiar with Wes Gray, and those of you who are not are in for a treat. Wes is the founder of Alpha Architect, a firm which…
Esoteric Assets with Rishi Ganti – [Invest Like the Best, EP.46]
My guest this week is Rishi Ganti, who invests in what he calls esoteric assets. I’m not sure what to do other than laugh in amazement at his professional credentials — PhD in economics, CFA, CPA, lawyer, speaks six languages, and so on. The best part is he isn’t lording those over anyone and in…
The Deployment Age, Power Laws, and Venture Capital, with Jerry Neumann – [Invest Like the Best, EP.45]
I am drawn to a group of investors that I call practitioner philosophers. These are people who have gotten their hands dirty in their respective fields, but despite being doers, they still often sit back and ponder the big questions in business and life. My guest this week is one such practitioner philosopher, NYC based…
Frontier Job Position
I am looking for someone (you, or someone you know) with the following traits and desires. This person will build Frontier. Learning fanatic Technically savvy (manage digital stuff, automated processes, testing, etc.). You can outsource some of it but must be able to manage overall process Wants to build a business An experimenter’s, tinkerer’s mindset….
Lessons Learned After Almost a Year
I have now been doing this for almost one year, and have learned a tremendous amount. Since the whole idea behind the show is to learn in public, I am going to share a few of the lessons I’ve learned with you today. I’ll shape it as a top ten list, which ends with a…
Seek to Learn That Which Cannot be Taught, with Scott Norton – [Invest Like the Best, EP.43]
If you told me a year ago that I’d be learning critical life and business lessons from the founder of a ketchup company, and that thirty to fifty thousand people would listen to our conversation, well, I’d have told you that’s impossible. But the fact that it is true proves many of the points laid…
Millennial Money Book
