All Episodes

56: Will AI do your job? with Raza Habib, Member of Technical Staff at Anthropic

55: IPO Roadshow: VCX is the public ticker for private tech

54: Real estate AI is a revolution: The launch of RealAI

53: Building the largest multifamily lender in the nation, with Willy Walker CEO of Walker & Dunlop

52: How will AI impact the economy?

51: Inside Justice: How the System Really Works, with Hallie Hoffman

50: The guy behind the guy, with Scott Plank of Under Armour

49: Data centers will be the largest investment in US history, with Kervin Pillay, former CTO of Cisco

48: Will AI Surpass Us? with Robert Nishihara, co-founder of AnyScale

47: How to break a country (and maybe save one), with Rob Johnson

46: Trump's Trade Roadmap: From Hidden Plan to Radical Reality

45: How tariffs will impact the economy, with Anna Wong, Chief US Economist at Bloomberg

44: Rebuilding the World Trade Center, with Tal Kerret

43: Sell your tech company for $310M or $30B, with Auren Hoffman

42: The greatest capital broker in the nation, Simon Ziff

41: AI policy under the Trump Administration, with Neil Chilson

40: From Bootstrap to Billion-Dollar Business, with Tristan Handy CEO of dbt Labs

39: The Rise of Build-to-Rent: A New Era in Real Estate, with Josh Hartmann CEO of NexMetro

38: Are we vastly underestimating AI? with Dwarkesh Patel

37: The Housing Expert Guiding the Homebuilding Industry, with John Burns

36: Breakthroughs in military technology: Lessons from history and future implications

35: The 5 patterns of technology breakthroughs

34: Race against recession: growth vs. debts in America

33: On the state of housing, with economist Ali Wolf

32: Buying the bottom

31: Building a $1B startup without ego, with Christina Cacioppo

30: What happens when there’s no money in real estate markets

29: The largest developer in LA, Rick Caruso

28: Investing in AI, with Tomasz Tunguz

27: Understanding AI and its implications

26: The Insider's Lobbyist: How lobbying really works, with David Carmen

25: The Big Bang: The origin of modern real estate and banking

24: The case for a recession

23: Debt ceiling crises, with Noreen Harrington

22: The case for optimism, with Cardiff Garcia

21: Bonus Episode: The fundamental nature of the universe, with Amanda Gefter

20: The Cascade, the Great Deleveraging’s next chapter

19: How we broke the British pound, with Rob Johnson

18: The $50B contrarian, Ira Lubert

17: Inside the VC playbook — After a tech bubble collapse

16: On the state of the market, with the creator of a $1T financial innovation, Schecky Schechner

15: The largest real estate developer in the world, Steve Ross

14: Year-End Performance in Depth & Investment Strategies for 2023

13: Forecasts for 2023: Scenarios, Systems, and Pattern Recognition

12: Owner-Developer of the World Trade Center, Larry Silverstein

11: Bonus Episode: Investor Q&A November 2022

10: The Great Deleveraging, a Fundrise market analysis

9: Why financial history matters, with Ben Carlson of Ritholtz Wealth Management

8: You can’t fight the Fed

7: Ben Gilbert & David Rosenthal (VCs and hosts of Acquired): Top investment lessons, what makes the best tech companies, and more

6: Building homes for rent

5: Transforming Venture Capital

4: The incoming recession

3: The future of private equity

2: On inflation and uncertainty

1: Pilot