Trina Spear – Billion Dollar Scrubs – [Invest Like the Best, EP.295]
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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
Chris Douvos – A Value Investor Lost in the Valley – [Invest Like the Best, EP.85]
My guest this week is Chris Douvos, a managing partner at Venture Investment Associates, which allocates 1.6B in behalf of investors. Chris is the first professional allocator I’ve spoken with who focuses specifically on venture capital funds, so I had
Arianna Simpson – The Crypto Landscape – [Invest Like the Best, EP.84]
My guest today is Arianna Simpson, who has spent her career in an around the world of technology working at startups, Facebook, and now in venture capital as an investor focused on the world of cryptocurrencies. I met Arianna when I hosted a panel at a