Julio Vasconcellos & Mate Pencz – Investing in Latin America – [Invest Like the Best, EP.296]
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Niel Robertson – The Future of Media – [Invest Like the Best, EP.94]
This week’s episode covers a new set of topics. The conversation, with Niel Robertson, covers media, e-sports, content distribution, marketing, and a lot more. Niel started a software company out of his bedroom when he was 14, and sold his first company
Eric Balchunas – The Past, Present & Future of ETFs – [Invest Like the Best, EP.93]
My guest this week is Eric Balchunas, the senior ETF analyst for Bloomberg and the author of the Institutional ETF toolbox. This episode is intended for those in the asset or wealth management industry who have considered using ETFs in their portfolios, o
New Angles on Crypto – Kyle Samani and Tushar Jain – [Invest Like the Best, EP.92]
My guests this week are Kyle Samani and Tushar Jain, both managing partners at Multicoin Capital. I’ve taken a bit of a break from crypto because I hadn’t sensed many new angles to explore in this forum, from an investor’s point of view. I felt tha
Michael Recce – Tim Cook’s Dashboard – [Invest Like the Best, EP.91]
My guest this week is Michael Recce, the chief data scientist for Neuberger Berman. The topic of our conversation is the use of data in the investment process, to help cultivate what is commonly referred to as an information edge. I call the episode “
Ash Fontana – Investing in Artificial Intelligence – [Invest Like the Best, EP.90]
My guest this week is Ash Fontana, a managing partner at venture capital firm Zetta, who invests in companies which build software that uses artificial intelligence methods like machine learning to predict and prescribe outcomes. Ash’s combined experien
Mike Zapata – The Darkest Night: Lessons from Battle and Value Investing – [Invest Like the Best, EP.89]
My guest this week is remarkable. He now applies his talents on Wall Street, searching for smaller cap companies trading at huge discounts in an effort to compound wealth for his investors. He is classically trained, having earned his graduate degree from
Sam Hinkie – Data, Decisions, and Basketball – [Invest Like the Best, EP.88]
I came across this week’s guest thanks to the overlap of three passions of mine: data informed investing, value creation, and basketball. Sam Hinkie worked for more than a decade in the NBA with the Houston Rockets, and then most recently as the Pres
Tren Griffin – Pulling the Thread – [Invest Like the Best, EP.87]
My guest this week is a bundle of curiosity, and that is one of the nicest things I could say about someone. For several years, Tren Griffin has been writing a weekly blog post that highlights things he has learned from various investors, businesspeople,
Jason Karp – Opportunities in Public and Private Markets – [Invest Like the Best, EP.86]
I believe that any investment strategy that will deliver strong returns in the future must evolve. Any strategy should rest on rock solid foundational principles, which change rarely if ever—things like price discipline, or business growth. But the feat