Amjad Masad – The Future of Software Creation – [Invest Like the Best, EP.310]
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Pat Dorsey Returns – The Moat Portfolio – [Invest Like the Best, EP.77]
My guest this week, back for a second conversation, is Pat Dorsey. Pat ran equity research at Morningstar before leaving to start his own asset management company: Dorsey Asset Management. His areas of deep interest are competitive advantage and capital a
Josh Wolfe – This is Who You Are Up Against – [Invest Like the Best, EP.76]
Long-time listeners will have heard me joke before that this podcast should really be called "this is who are you up against." I've been waiting for the right episode to deploy the joke as a title, and this week we have it. The joke is meant to convey h
Harvey Sawikin – Emerging Market Opportunities – [Invest Like the Best, EP.75]
My guest this week is Harvey Sawikin, a co-founder and lead portfolio manager at Firebird Management, which manages funds dedicated to investing in emerging market equities. Emerging markets are often a blind spot for investors of all types: most of us ha
Anthony Pompliano – Full Tilt Investing- [Invest Like the Best, EP.74]
My guest this week is Anthony Pompliano. Pomp began his career in the military, and has since been a successful entrepreneur, worked as a head of growth at Facebook, and started Full Tilt Capital, an early stage investing firm in North Carolina. This co
Dr. Ben Hunt – The Three-Body Portfolio – [Invest Like the Best, EP.73]
My guest this week is Dr. Ben Hunt, the chief investment strategist at Salient and the author of the extremely popular epsilon theory. I've always enjoyed Ben's writing style, particularly his use of farm and animal based analogies to describe market phe
Preston Byrne – Crypto-pocalypse – [Invest Like the Best, EP.72]
My guest this week is Preston Byrne. Preston is vocal critic of crazy prices and projects in the world cryptocurrencies. His background is in the legal world and also as a founder and former COO of Monax, which made the first open-source permissioned bloc
Ali Hamed – Creative Investing – [Invest Like the Best, EP.71]
I have a special request this week: share this episode with every curious person in your life. The conversation, with a 26-year old investor named Ali Hamed, serves as an example of what’s possible when you think creatively. Ali views the world with
Sheel Tyle – The Future of Venture Capital – [Invest Like the Best, EP.70]
My guest this week is Sheel Tyle, who at just 26 years old has already had a successful career in venture capital. His most recent stint was as the co-head of the seed investing business at NEA, the largest venture capital firm in the world, where Sheel w
Chris Dixon – The Future of Tech – [Invest Like the Best, EP.69]
My guest this week is Chris Dixon, who has written some of my favorite essays on technology and venture investing. Chris is a prolific investor and thinker, having been an entrepreneur, angel investor, and now partner at the well-known venture capital fir