All Episodes

The 2025 Shareholder Letters: BlackRock & JPMorgan Chase CEOs on Markets, Policy, and Leadership

Warren Buffett's Berkshire Hathaway 2024 Shareholder Letter

Theodore Levitt's Classic Marketing Insights

Marketing Myopia: Avoiding Product-Focused Decline

The Painful State of Healthcare Design

Todd Graves: Building the Raising Cane's Empire

From Soda Fountains to Buyouts: The Rise and Fall of Walgreens

Differentiate or Die: Survival in Our Era of Killer Competition

Teladoc's BetterHelp: AI Therapy, Inflated Earnings, and Ethical Concerns

Heads, I Win; Tails, I Don't Lose Much: The Dhandho Philosophy

The Eat Mor Chikin Campaign: A Chick-fil-A Success Story

A Diamond Is Forever: How De Beers Made Love Unfungible

Financial Deregulation to Healthcare: Lessons from Sandy Weill and the FSMA

Don't Mumble: The Art of Clear and Concise Writing

Women's Longevity: A Massive Market Ripe for Innovation

The Art of Physics: How Physics Can Help Us Understand the World Around Us

Digital Health in Crisis? Pharmacy Closures, New D2C Models, Funding Cuts.

AI's "GPT Wrapper" Reckoning: Why Networks, Not Just Tech, Will Decide the Winners

The Quantum Mind: Are Our Thoughts Governed by the Same Laws as Particles?

The 6 Giants Who Invented Modern Advertising: Lasker, Resor, Rubicam, Burnett, Hopkins and Bernbach

The Rise of Tencent: Pony Ma's Low-Profile Empire

The Capacity to Suffer: Why the Best Companies Embrace Short-Term Pain for Long-Term Gain

Simple Scaling: A $6 AI Breakthrough

D2CandB: The Future of Healthcare is Here

From Hedge Fund to Frontier AI: The Unconventional Rise of Liang Wenfeng and DeepSeek

DeepSeek: China's AI Breakthrough and the Future of the Industry

Cracking the Code: Optimizing Your Email Newsletter for Maximum Impact in 2025

The Good Life: Lessons from the Harvard Study of Adult Development

The Economics of Medical Care: A Free Market Perspective

The Power of the Written Word: How Amazon's Narrative Culture Fueled Innovation

Schools of Economic Thought: From Classical to Keynesian and Beyond

Tech's Shifting Sands: Contrary Tech Trends Report 2025

Mastering the Digital Age: Priestley & Bartlett on Personal Branding and Entrepreneurship

A Short History of Financial Euphoria

The Nvidia Way: How Jensen Huang Built a Tech Empire

Sol Price and the Costco Model

Digital Health Funding: AI's Rise and Deal Size Surge

The Unbundling of Venture Capital

The Contrarian Capital Allocator: Henry Singleton's Unconventional Path to Value Creation

Trump's Rescission of Biden Healthcare Executive Orders

Trimming the Fat: GOP Healthcare Cuts

The "Kiss the Boo-Boo" Effect: Medicine and Conspicuous Caring

Social Psychology in Advertising

ICHRAs: A New Era in Employer-Sponsored Health Benefits

How to Read a Book: Mastering the Art of Active Reading

Corkscrew Thinking: Finding Creative Solutions in Unexpected Places

Reimagining Health Insurance: A Startup's Approach to Modernizing Care

Bill Bernbach Said: Timeless Wisdom from the Ad Industry’s Greatest Mind

Healthcare Predictions for 2025: A Discussion with Bessemer Venture Partners

Memory Beyond the Brain: How Your Cells Learn

The Elephant in Your Brain: Are You Really in Control?

Energy and Civilization: From Muscles to Machines

This Week in Healthcare: Transparency, Mergers, and Medical Equity

The Storytelling Expert: Hidden Triggers That Make People Act

UnitedHealth's Diagnosis Dilemma: How Checklists and Incentives Inflated Medicare Payments

The social and psychological aspects of healthcare

Nudging for Good: How Behavioral Science Can Improve Our Lives

Direct Primary Care: A Financial Revolution in Healthcare?

Frontiers of Health: Science, Policy, and the Future of Medicine

The Health Economy in Crisis: Costs, Care, and Consumerism

2024 Digital Health Trends: A Year of Change