Episode (200)
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Carl Kawaja - Dealing with Regime Change
Jan 31, 2023My guest this week is Carl Kawaja. It’s the second time I’ve had Carl on the show and my first conversation with him is one I go back to often. Carl is a portfolio manager at Capital Group, where he’s...
Daryl Morey - Systems Thinking in Sports
Jan 24, 2023My guest this week is Daryl Morey, who is President of basketball operations for the Philadelphia 76ers. Daryl is a computer science graduate but has become one of the NBA’s most successful General Ma...
Miles Grimshaw - The DNA of Software Companies
Jan 17, 2023My guest today is Miles Grimshaw. Miles is in his early thirties and is a General Partner at Benchmark. His experience and success belie his age. He was an early investor in Segment, Benchling, and Ai...
John Fio - Creating Magic for Consumers
Jan 10, 2023My guest today is John Fiorentino. John is a product inventor and entrepreneur who, in the space of a few years, has bootstrapped four products; Gravity Blanket, Moon Pod, Moon Pals, and Birthdate Ca...
Amjad Masad - The Future of Software Creation
Jan 03, 2023My guest today is Amjad Masad. Amjad is the founder and CEO of Replit, whose mission is to bring the next billion software creators online. Replit has built a browser-based coding environment that ma...
Rebecca Lynn - Finding Your Customers
Dec 27, 2022My guest this week is Rebecca Lynn. Rebecca co-founded early-stage investor Canvas Ventures in 2013 and is regularly featured as one of the best VCs in the market. She has deep positioning and go-to-m...
Michael Mauboussin - Sharpening Investor & Executive Toolkits
Dec 20, 2022My guest this week is Michael Mauboussin. Many of you will know Michael and his work well. He’s Head of Consilient Research at Counterpoint Global, one of the sharpest investment minds I know, and a f...
Jeremiah Lowin: Explaining the New AI Paradigm
Dec 13, 2022My guest this week is Jeremiah Lowin. Jeremiah has been on the podcast a number of times over the years. He’s one of my oldest friends who has been a sounding board for me throughout my career. Today ...
Bill Lenehan: Investing in Commercial Real Estate
Dec 06, 2022My guest today is Bill Lenehan. Bill is the CEO of Four Corners Property Trust, a listed REIT and one of the leading owners of restaurant real estate in the US. Their portfolio is made up of 982 prope...
Ron Howard and Brian Grazer - Box Office Business
Nov 29, 2022Today I’m joined by two Hollywood greats, Ron Howard and Brian Grazer. They have produced, directed, written, and acted in a number of the most popular films and tv shows ever made, including Apollo 1...