All Episodes

E429: Dr. V on AI, Market Bubbles & Finding the Next Anthropic

E428: Michael Green on Peter Thiel, SpaceX, and Inefficient Markets

E427: AQR's Peter Hecht on AI, Market Bubbles & How the Best Investors Build Portfolios

E426: American Securities CEO on Warren Buffett, Private Equity & Playing the Long Game

E425: What 30,000 Founders Taught Me About AI, Judgment & Top Founders

E424: 32-Year Notre Dame CIO on Sequoia, Venture Capital & Concentration

E423: Castelion CEO on Elon Musk, Hypersonic Missiles & the Future of Defense

E422: Founding CIO of Berkeley Endowment on Track Records, Contrarian Investing & First-Time Funds

E421: Jack Purcell — Building an $11B Private Equity Firm

E420: Why Infrastructure Is a $40 Trillion Opportunity

E419: Venture Capital Has a Liquidity Crisis

E418: AI, Venture Capital & the Future of Investing

E417: $20B Investor on Risk, Uncertainty & Adaptability

E416: Ares Investor on Data Centers, Investing Moats & Lessons Learned

E415: Why Every VC Is Suddenly Investing in Defense

E414: How LPs Evaluate GPs in the AI Era

E413: How AI Will Reinvent Venture Capital

E412: UPENN Endowment: Why AI Will Create a New Generation of PE & VC Firms

E411: How AI Is Creating a New Generation of Venture Firms

E410: How Relationships Built a $3.6B Venture Firm

E409: The Leadership Lessons That Built a $6.5 Billion Firm

E408: HarbourVest: Why Venture Capital Is Chasing Trillion-Dollar Companies

E407: Why Venture Capital is Becoming a Winner-Take All Market

E406: Why AI Won't Transform Most Enterprises for 10 Years

E405: Why AI Has Made Venture Capital Harder (Not Easier)

E404: Why This Billionaire Family Office Doesn't Rebalance Its Portfolio | Pincus Family CIO

E403: Why the Best Investment Firms Stay Small | Sound Point Capital Founder

E402: $92B Coatue: Where the Value in AI Will Accrue

E401: Einstein Was Wrong About What Actually Compounds

E400: Anthony Pompliano on Power Laws, Conviction, and Compounding

E399: How General Catalyst Finds Billion-Dollar Startups

E398: Hamilton Lane ($1T AUA) on Venture Capital, AI, and Private Markets

E397: Why Venture Capital Is a Relationship Compounding Machine

E396: The Future of Compute, Data Centers, and AI

E395: Russ d'Sa on AI, Agents, and the Future of Work

E394: How Great LPs Pick Venture Funds | Jamie Rhode

E393: What 8,000 LPs and GPs Taught Him About Investing | Ron Biscardi

E392: Jason Pritzker on Family Offices, Venture Capital, and Long-Term Investing

E391: $17 Billion CIO on Taxes, Private Markets, and Building Wealth

E390: Ron Rofé on AI, Founder Obsession, and Venture Returns

E389: The Future of Investing: Data Centers, AI & the Next Trillion-Dollar Companies

E388: The Future of Investing: AI, Expert Networks, and Information Alpha

E387: Where Alpha Hides in Private Equity | Josh Adams

E386: Adams Street ($70B): Venture Capital Has a New Problem

E385: Why Public Markets Need SpaceX, OpenAI & Anthropic

E384: CEO of Commonfund on Venture Capital, Power Laws & the Future of IPOs

E383:Why the Next Fortune 500 Companies Will Be Built on AI

E382: Why Venture Capital Has a $3 Trillion Liquidity Problem

E381: A16Z Partner: The Tax Strategy Hidden Inside Real Estate

E380: How Billionaire Family Offices Actually Invest

E379: Why Great Investment Firms Eventually Stop Performing

E378: Why LPs Keep Selling Their Highest-Quality Funds

E377: Midas List VC: Why Most VCs Miss the Biggest Companies

E376: The $3 Trillion Liquidity Problem in Venture Capital

E375: Why Tax Alpha Could Matter More Than Investment Returns

E374: Why the Best Investors Prepare for Crashes Before They Happen

E373: What Most CIOs Get Wrong About Alpha

E372: Why the Best Venture Investments Look Wrong Early

E371: Midas List VC: Why AI Models Will NOT Become Commodities

E370: What Taxable Investors Still Get Wrong About Returns

E369: Midas List VC: Why Smart VCs Are Buying Secondaries

E368: Sovereign 2.0: How Mubadala Capital Is Reinventing the $430B Playbook w/CIO Oscar Fahlgren

E367: The Family Office Betting on Humanity’s Future

E366: Keri Findley: The Credit Investor Peter Thiel Chose to Back

E365: Stanford GSB Professor on Venture Capital’s Manager Incentives

E364: $90B Limited Partner: Why We're (Still) Bullish on Large VC Funds

E363: How Nigel Morris Built QED into a Fintech Powerhouse

E362: Why Jensen Huang Believes Physical AI will be a $50 Trillion Market

E361: Why Venture Capital is Not an Asset Class

E360: The Hardest Lessons I Learned from Building 4 Unicorns

E359: What Charlie Munger Taught Me About Venture Capital

E358: The Woman Behind the World's Top GP Brands | Jen Prosek