Get weekly wisdom you can read in 5 minutes. Every Thursday, we share the 3 best things we learned from that week's podcast guest.
In Episode #96, we explore worm theory, the worm algorithm, and investing in disruptive technology. We’re joined by Eric Markowitz, Head of Research at Worm Capital. We cover being an optimistic and open-minded investor, time horizons and thinking in decades, …
In Episode #78, we explore inflation, retail investors, precious metals, and Bitcoin. We’re joined by Luke Gromen, Founder of The Forest for the Trees. We cover Luke’s perspectives on inflation, investing in alternative assets, and interpreting investment data.
In Episode #74, we explore building the world's first crypto hedge fund and growing to $6B in AUM. We’re joined by Joey Krug, Co-Chief Investment Officer of Pantera Capital. We cover lessons from investing in volatile markets, DeFi and the …
In Episode #57, we explore network effects and investing in network effect businesses. We’re joined by James Currier, co-founder and general partner of NfX. We cover virality vs. network effects, tweaking rules and systems to take advantage of network effects, …
In Episode #53, we explore investing in the future of retail and real estate technology. We’re joined by Dave Eisenberg, Founding Partner of Zigg Capital. We cover considerations when creating the cap table, investing in talent, and the future of …
Rishi Garg is co-head of the Consumer Investing Practice at the Mayfield Fund, a seed and Series A focused venture capital firm. In this episode, Rishi and Daniel discuss building a “people first” culture, defining business development, and the future …
Addie Lerner is Founder and Managing Partner of Avid Ventures, an early stage venture capital firm investing in fintech, consumer internet, and software companies. In part one of this episode, Addie and Daniel discuss investing in international founders, seeing both …
Ben Savage is Partner at Clocktower Technology Ventures, a leading fintech venture capital firm. In this episode, Ben and Daniel discuss investing in human capital, macro investing, and how fintech will save the world.
Mark Terbeek is a Partner at Greycroft, a leading early stage venture capital firm focused on investments in consumer, enterprise, and media companies. In this episode, Mark and Daniel discuss lessons learned from 20+ years of investing, insights into investing …
Simon Mikhailovich is the Co-Founder of The Bullion Reserve (TBR), a private vehicle that enables investors to hold physical gold across multiple jurisdictions outside the financial system. In this episode, Simon and Daniel discuss why gold is important in the …
Robert Cantwell is Founder of Upholdings, the first hedge fund in the U.S. to convert into an ETF. In this episode, Robert and Daniel discuss the evolution of ETFs, why operators make the best investors, and the investment process behind …
Dan Roller is Founder and Chief Investment Officer of Maran Capital, a boutique, value-driven investment manager. In this episode, we discuss the power of buy-and-build companies, investing in special situations, and how becoming a better investor is similar to training …
Rennick Palley is the Founder and Chief Investment Officer of Stratos Technologies. In part two of the interview, Rennick and Daniel discuss retail investments as well as protocols and incentive structures in cryptocurrency.
Rennick Palley is the Founder and Chief Investment Officer of Stratos Technologies. In part one of the interview, Rennick and Daniel discuss growth vs. value investing, reflexivity, and capital structures.
Andrew Dumont is the CEO of Meteor JS and WeWorkRemotely. He was previously the CMO at Bitly, an Entrepreneur in Residence at Betaworks, and one of Forbes’ 30 Innovators Under 30 in Marketing. In this episode, Andrew and Daniel discuss …
