Episode (200)
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Scott Goodwin - Know The Names
Jun 13, 2023My guest this week is Scott Goodwin. Scott is the co-founder and managing partner of Diameter Capital Partners, which he started as a credit hedge fund in 2017 and has expanded into a $13 billion inve...
Rolex: Timeless Excellence
Jun 06, 2023Today, we are running a special episode from our show Business Breakdowns. In this conversation, Ben Clymer does an incredible job breaking down what makes Rolex so special. If you enjoy this episode,...
Kieran Goodwin - Imagination, Volatility, and the Pursuit of Alpha
May 30, 2023My guest today is Kieran Goodwin. Kieran spent over two decades at the frontier of credit investing. During the global financial crisis, he was a Partner and Head of Trading at King Street Capital, wh...
Henry Schuck - Building ZoomInfo
May 23, 2023My guest today is Henry Schuck, the founder and CEO of ZoomInfo. I’ve gotten to know Henry over the past year by virtue of him being on the board of Tegus, where I’m a board observer. I meet a lot of ...
Karen Karniol-Tambour - Macro Headwinds vs. Tech Tailwinds
May 16, 2023Today’s conversation was recorded during last week’s Sohn Conference. I sat down with Karen Karniol-Tambour, Co-CIO at Bridgewater Associates. I hosted Karen on this show two years ago and if you list...
Fidji Simo - Creating Delightful Consumer Experiences
May 09, 2023My guest this week is Fidji Simo, the CEO of Instacart. Fidji grew up in a small town in the South of France and was the first person in her family to graduate from high school. Since then, she has ha...
Bessemer Venture Partners - Building a VC Firm that Lasts Centuries
May 02, 2023My guests this week are Jeremy Levine, Kent Bennett, and Brian Feinstein. They are partners at one of the oldest and most storied venture firms in the world, Bessemer Venture Partners. Our conversatio...
Alexis Rivas - A New Blueprint for Homebuilding
Apr 25, 2023My guest this week is Alexis Rivas. Alexis is the co-founder and CEO of Cover, which is pioneering a new way of building homes. It’s no surprise to anyone that aspects of our housing market is broken....
Dr. Peter Attia - The Portfolio to Live Longer
Apr 18, 2023My guest this week is Dr. Peter Attia. I’ve had Peter on the show twice before but it’s been over 5 years since his last appearance. In that period, his work has exploded and today he’s one of the cle...
Scott Davis & Rob Wertheimer - Lessons from the Industrial Titans
Apr 11, 2023My guests today are Scott Davis and Rob Wertheimer. Scott and Rob head up Melius Research and are the authors of a great book called Lessons from the Titans. The book explains what the industrial gian...