Seeking Persistent Growth in Technology Investing with De...

What this episode covers

Finding companies that can sustain persistent growth over long periods of time can lead to exceptional returns. Those of us who have witnessed the returns of the great technology companies of the past decade have seen that firsthand. But identifying those companies in advance can be incredibly difficult. In this episode, we talk with Deepwater's Gene Munster and Doug Clinton about how they seek to find the great growth companies of the future. We discuss the characteristics of firms that achieve persistent growth and how they seek to find them. We also take a tour of the current major areas of innovation they are looking at including artificial intelligence, robotics, autonomous vehicles, fintech and the metaverse and discuss the opportunities they see in each of them. We hope you enjoy the discussion. SEE LATEST EPISODES ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.validea.com/excess-returns-podcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FIND OUT MORE ABOUT VALIDEA ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.validea.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW OUR BLOG ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://blog.validea.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FIND OUT MORE ABOUT VALIDEA CAPITAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.valideacapital.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW JACK Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/practicalquant⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jack-forehand-8015094⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ FOLLOW JUSTIN Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/jjcarbonneau⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/jcarbonneau⁠

Share this episode

Similar Episodes

F2B Cohesion

Mar 21, 2026 ·194m

Meteor Meritocracy

Feb 28, 2026 ·159m

Rush Rugpull

Feb 21, 2026 ·204m

Meteoric Deep Dive

Jan 17, 2026 ·195m

Utility Rail Rangefinder

Dec 20, 2025 ·216m

Passage Through Time and Cold

Dec 7, 2025 ·4m

Similar Podcasts

The Syndicate Blogcast: Startups | Startup Investing | Tech News | Angel Investors | VC | Venture Capital | Private Equity | Crowdfunding | Fundraising Matt Ward - Serial Entrepreneur | Angel Investor | Startup Advisor | Amazon Ecommerce The Syndicate Blogcast show is an extension of The Syndicate podcast, featuring long form articles on the future technology, ecommerce, business and life. The mini-sodes deconstruct high level startup, business and tech issues to help investors and operators better understand and win the market. Recurring topics include: Facebook, Google, Amazon, Apple, Ecommerce, Blockchains, ICOs, Cryptocurrencies, Marketing, Fundraising, Venture Capital, Startup Challenges, Business Development and more. The Blogcast comes in addition to The Syndicate - the place where investors and startups combine to create crazy businesses and even crazier returns. The Syndicate podcast is a deep dive on the angel investors and VCs behind the big name startups. We interview the best and brightest investors, syndicate leads, GPs, limited partners and startup founders to create an original, off the cuff discussion on startup investing. The Body Knows the Way Its-all-here The body knows, it holds the fire, The breath returns to something higher. Earth in my bones, water in flow, Fire ignites the will I know. Tokyo Podcast Anthony Joh Anthony Joh returns to Japan and to the airwaves with Season 2 of the Tokyo Podcast. If you're one of the listeners who stuck around – thank you! Since the whole world is stuck at home under quarantine thanks to the coronavirus, now seemed like the perfect time to bring you some fresh, updated content on life in Japanland. Body Abode Podcast Brit Kolo Quick, real-talk advice for millenial moms who want to feel comfortable in their own skin again.Welcome to the Body Abode Podcast—your go-to source for easy-to-digest episodes packed with real-talk advice to help millennial moms reclaim their energy, health, and confidence and feel good in their own skin again. Tired of feeling overwhelmed by all the conflicting wellness info out there? Each bite-sized episode cuts through the noise and delivers helpful perspective to your biggest body woes—from releasing excess weight to boosting your energy and feeling incredible in your clothes.Perfect for busy moms on the go, you can tune in while taking a walk, commuting, running errands, or squeezing in some "me time" after the kids are in bed. Whether you're ready to finally break free from what's holding you back or just looking for some encouragement and support, Body Abode is here to help you feel strong, energized, and at home in your body again. Let’s make feeling good simple, d

Frequently Asked Questions

How long is this episode of Excess Returns?

This episode is 56 minutes long.

When was this Excess Returns episode published?

This episode was published on June 7, 2023.

What is this episode about?

Finding companies that can sustain persistent growth over long periods of time can lead to exceptional returns. Those of us who have witnessed the returns of the great technology companies of the past decade have seen that firsthand. But identifying...

Can I download this Excess Returns episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.