Invest Like the Best

Lee Ainslie is the founder of Maverick Capital. We cover how his career at Tiger helped him build Maverick, the impact of rates on hedge fund returns, and the biggest lessons he's learned about the craft of investing.

Chris Paik is a General Partner at Pace Capital. We cover his frameworks for investing in technological change, the state of consumer investing and social content platforms today, and how to think about value creation and capture in businesses.

Jeremy Giffon is a private markets investor. We discuss what makes for a perfect investment, tactics for discovering what makes people tick, and the best advice he's ever received.

Dave Yuan is the Founder of Tidemark Capital. We cover what makes vertical market software an interesting space to invest in, why the best vertical SaaS entrepreneurs started out as customers, and the greatest case studies that highlight the business model in action.

Scott Goodwin is the co-founder and managing partner of Diameter Capital Partners. We cover the major thematic differences between the 2010s and 2020s, the importance of speed, and the role of imagination in credit investing.

Kieran Goodwin is the founder of Panning Capital Management. We cover the state of private credit in today's rates environment, the value of emotional intelligence as a determinant for success in capital markets, and how to incorporate long volatility strategies into daily life.

Karen Karniol-Tambour is the co-CIO at Bridgewater Associates. We cover why AI is set to up-end the macro cycle status quo, the most important variables few people are thinking about, and whether gold and other asset classes are overrated or underrated right now.

David Einhorn is the President of Greenlight Capital. We cover the highs and lows of an illustrious career, his views on the current issues facing the banking sector, and how he has evolved as an investor over time.

Doug Leone is a Partner at Sequoia Capital. We cover his lessons from four decades at Sequoia, what makes for great go-to-market motions, and survey the changing landscape of venture and founders.

Dan Rose is the chairman of Coatue Ventures. We cover the story behind Amazon’s Kindle, the relationship between innovation and constraints, and how he would build a Frankenstein of effective leadership styles.

Carl is a portfolio manager at Capital Group. We cover the biggest changes in markets over the last two years, what everyone can learn from Apple and oil companies, and his approach to finding diamonds in the rough.

Daryl Morey is President of Basketball Operations for the Philadelphia 76ers. We cover what makes for a great sports match, using systems thinking to improve decision-making, and why superstar athletes are key to success in basketball.

Miles Grimshaw is a General Partner at Benchmark. We cover his biological approach to investing, the differences between pure API companies and other software businesses, and why software development is as much art as it is science.

John Fio is a product inventor and entrepreneur who has bootstrapped multiple products. We cover his thoughts on product positioning, how to create an enduring brand that is separate from its founder, and what he learned from working for Justin Bieber.

Amjad Masad is the founder and CEO of Replit. We discuss the Steve Jobs black pill, how to reduce friction for developers, and how emerging AI tools will affect the incumbent tech giants.

Michael Mauboussin is the Head of Consilient Research at Counterpoint Global. We discuss his research on market share and capital allocation, examples of the relationship between value creation and market power, and which recent market phenomena have provided the biggest surprises.

Jeremiah Lowin is the founder and CEO of Prefect. We cover the new class of AI models, what's happening under the hood of the popular chatbot ChatGPT, and what else he’s watching closely in the space.

Bill Lenehan is the CEO of Four Corners Property Trust. We cover the impact of trends such as COVID and climate change on commercial real estate, how rising rates are influencing its return profile, and how retailers are adapting to rising costs in today's economy.

Ron Howard and Brian Grazer are co-founders of Imagine Entertainment. We cover how they've kept their their creative spark alive through their careers, the value of trust and curiosity, and the biggest storytelling mistakes they've come across.

Parker Conrad is the co-founder and CEO of Rippling. We explore Rippling's place in the B2B infrastructure stack, the notion of a compound startup, and what Parker has learned about leadership, motivation, and communication.

Bob Elliott is the CEO and CIO of Unlimited. We cover the relationship between rates and inflation for different asset classes, why we're seeing a return to boring economic cycles, and how to find alpha in private markets through quantitative strategies.

Jason Droege is a venture partner at Benchmark. We cover what he learned building Uber Eats, transferrable lessons for other marketplace businesses, and what it's like to work in a business that evokes strong public opinion.

Paul Orfalea is the founder of Kinko's. We cover his leadership style, what he learned about hiring well, and why entrepreneurship was his only path out of school.

Madhavan Ramanujam is the author of Monetizing Innovations. We cover different monetization models, common mistakes when pricing products, and why positive feedback doesn’t necessarily equate to dollars spent.

Trina Spear is the co-founder and CEO of FIGS. We cover the original insight that led to FIGS' founding, what the basic financial profile of an apparel retailer looks like, and the biggest lessons for builders of product-centric businesses.

Harley Finkelstein is the President of Shopify. We cover the different dimensions of entrepreneurship, the most interesting trends in e-commerce today, and the lessons learned from Shopify's transition to public markets.

Mitch Lasky is a partner at Benchmark. This covers the most important features of the modern gaming business model, how platforms like Twitch and Discord have re-shaped the industry and what to look for when investing in gaming businesses.

Robert Smith is the founder, Chairman, and CEO of Vista Equity Partners. We cover what makes a business an ideal fit for Vista, the importance of capital cycles on price and sentiment, and what he's learned from building an iconic investing franchise.

Ravi Gupta is a partner at Sequoia. We cover the importance of keeping the main thing the main thing, why the best leaders are both demanding and supportive, and how mentorship works within Sequoia's culture.

Will Thorndike is author of The Outsiders and host of 50X. We cover the hallmarks of great compounders, how the best serial acquirers deliver outsized returns, and what he's learned about developing conviction.

Matthew Ball is the Managing Partner of EpyllionCo. We cover the 3D engines powering the Metaverse, why interoperability is so important, and the types of companies that stand to do well under a shift to the Metaverse.

Lydia Jett is the Managing Partner of SoftBank Investment Advisors. We cover her evolution as an investor working alongside Masayoshi Son, the most valuable lessons for e-commerce founders, and upside down approaches to e-commerce.

Josh is the co-founder of Lux Capital and Chris is the founder of advanced manufacturing start-up, Hadrian. We cover the fragmented structure of precision manufacturing today, how Hadrian's factories can modernize the industry's supply chain, and the effect of a higher cost of capital on deep tech companies.

Aswath Damodaran is a Professor of Finance. We cover why inflation is such a dominant force in today's market, the importance of narrative when valuing companies, and his contrarian thoughts on the future of ESG.

Tyler is an economics professor and Daniel is the founder of start-up accelerator Pioneer. We cover all aspects of identifying, pricing, and evaluating talent, the correlation between talent and happiness, and why talent is a potential rate limiter on global progress.

Jeff Jordan is a General Partner at Andreessen Horowitz. We cover how to build and invest in businesses that create consumer marketplaces, the importance of healthy communication between founders and investors, and the unique aspects of the Andreessen Horowitz business model.

Dmitry Balyasny is the Managing Partner and CIO of Balyasny Asset Management. We cover the origin story of his unique multi-strategy firm, the common traits that great portfolio managers share, and how to incentivize talented investors.

Antonio Gracias is the founder, CIO, and CEO of Valor Equity Partners. We cover his concept of pro-entropic investing, what he learned as a 25-year-old running a manufacturing business, and his methods for eliminating biases when making investments.

Gaurav Kapadia is the founder of investment firm XN. We cover his approach to building XN around a culture of rigor and kindness, how he finds remarkable businesses to invest in, and the imperative to increase diversity and inclusivity in the industry.

Garry Tan is the founder and managing partner of Initialized Capital. We cover what’s missing in the investment world, how to best systematize venture investments, and the most common bad ideas for startups.

Eric Mandelblatt is the founder and CIO of Soroban Capital. We cover how the global push towards decarbonization could have massive impacts on the industrial economy, the supply and demand forces at work in commodities production, and why energy and materials represent such a small share of the market today.

Frank Slootman is the chairman and CEO of Snowflake. We cover the ways he evaluates teams, why he hates incrementalism, and the importance of narrowing your focus.

Joey Levin is the CEO of IAC, a holding company that builds world-class digital businesses. We cover how he approaches capital allocation, why he tries to avoid centralization between businesses, and what he has learned from working with Barry Diller.

Peter Chernin is the co-founder of The Chernin Group. We cover lessons learned from his time running News Corp and Fox, how he has been able to identify powerful secular tailwinds across his varied career, and his thesis of investing in content that people are passionate enough to pay for.

John Pfeffer is an entrepreneur and investor through his private family office, Pfeffer Capital. We cover the difference between value creation and value capture, why John has made such a big bet on Bitcoin, and why adaptation has become more important than ever.

Geoffrey Moore is a tech author, consultant, and venture partner at Wildcat Ventures. We define what makes a company a "Gorilla", explore the lifecycle of technology adoption, and discuss how Geoffrey has updated his thinking over a long career.

Gavin Baker is the managing partner and CIO of Atreides Management. We cover the current state of growth equities, the disconnect between private and public markets, and how semiconductors have evolved.

Sam Englebardt and Richard Kim are general partners at Galaxy Interactive. We cover the digital art market, the social impact of Web3, and elements that create successful game communities.

Orlando Bravo is the co-founder and Managing Partner of Thoma Bravo. We cover Orlando’s first software deal, why high growth and high margins are not mutually exclusive, and what he’s learned about selling well.

Doug has spent his career searching for and trading inefficient markets, first at Citadel’s high-frequency trading group, then for himself, and then as an operator building CrocSwap.

Philip is the creator of Second Life and Bill is a general partner at Benchmark. We cover their key learnings from building Second Life's virtual world, their views on the current metaverse opportunity, and what excites them most about today's focus on virtual realities.

Francis Davidson is the founder and CEO of Sonder. We cover Francis’s unique views around customer-centric focus, the nuances of hiring a team, and how they approach decision-making at Sonder.

Niraj Shah is the CEO and co-founder of Wayfair. We cover how the competitive frontiers in e-commerce have changed, what it was like to build out a proprietary logistics operation, and what makes the home goods market more attractive than other physical goods markets.

Will Marshall is the co-founder and CEO of Planet. We cover the untold space story, how space is going through an internet moment where cost reductions and performance enhancements have led to a seismic shift in what’s possible above our atmosphere, and how that can drastically improve life on Earth through unique datasets like the one Planet is piecing together.

Roelof Botha is a partner at Sequoia. We cover the seismic change Sequoia is making to its investing model, what's changed over the course of his career, and what he’s learned from businesses like MongoDB, Square, YouTube, and Unity.

Sarah Friar is the CEO of Nextdoor. We cover what excellence looks like in a number of different executive roles, the lessons Sarah ported over from her time as an equity analyst, and how Nextdoor is fostering connections between people and businesses in their local areas.

Alex Rampell is a General Partner at Andreessen Horowitz. We cover Alex’s framework for positive selection in investing, why the best investments are often operating systems or systems of record, and Alex’s views on the future of fintech.

Jenny Lefcourt is an equal General Partner at seed-stage venture firm, Freestyle Capital. We cover Jenny's investment frameworks, why she believes a deep understanding of the customer is key for founder success, and what makes great go-to-market strategies.

Jay Hoag is the co-founder of TCV. We cover his own journey founding TCV, what advice he has for visionaries, and why he sees advantages for private to public crossover investors.

Zach Fuss is a Vice President at Continental Grain. We cover where profits tend to sit in a specific value chain, how legacy food businesses are creating their 2nd acts as digital businesses, and explore what makes Domino's Pizza so interesting and special.

Brad is the founder of Altimeter Capital. Rich is the founder/CEO of Zillow and also founded Expedia & Glassdoor. We cover Rich’s “power to the people” strategy, going public through SPACs vs. IPOs, and using big hairy audacious goals to build a great company.

Brad Gerstner is the founder and CIO of Altimeter Capital, a multi-billion dollar technology-focused investment firm. We discuss the evolution of investment opportunities in internet-enabled businesses, the rise of Chinese internet giants, and the concept of Essentialism.

Manny Stotz is the founder of Kingsway Capital, a leading investor in frontier markets. We cover how Manny defines what a good business is, the struggles of building a portfolio in frontier markets, and how a country's demographics can affect its potential long-term growth.Professional InvestorsPublic Equity