Investing

My favorite lessons on investing from Berkshire Hathaway's shareholder letters. All taken from "The Essays of Warren Buffett" by Lawrence Cunninghuman.

On the latest episode of 20 Minute Playbook, we interview Eric Tarczynski, Founder & Managing Partner of Contrary.

On the latest episode of Outlier Investors, we decode how Contrary is building an entirely new type of VC firm — one that invests in people before they even start their first company.

On the latest episode of 20 Minute Playbook, we interview the Founder & General Partner at Susa Ventures, Leo Polovets.

On the latest episode of Outlier Investors, we decode how Susa Ventures is building the next great seed-stage venture capital firm.

Kettle & Fire, Perfect Keto, and Surely Wine were founded by Justin Mares and built-to-own an emerging health and wellness trend—from drinking more bone broth to making the move to a keto diet, or to deciding to drink non-alcoholic wine.

Justin Mares has a knack for identifying trends and building D2C businesses to own them—including Kettle & Fire, Perfect Keto, and Surely Wine.

In Episode #136, we explore AgeTech and investing in the future of how we age. We’re joined by Abby Miller Levy, Primetime Partners’s Managing Partner and Co-Founder.

In Episode #135, we deconstruct Abby Miller Levy's peak performance playbook—from her favorite book to the tiny habit that's had the biggest impact on her life.

In Episode #132, we deconstruct Ben Blumenrose's peak performance playbook—from his favorite book to the tiny habit that's had the biggest impact on his life. Ben Blumenrose is the Co-Founder and Managing Partner of Designer Fund.

In Episode #131, we explore building the world’s first design centric venture capital firm. We’re joined by Ben Blumenrose, Designer Fund’s Co-Founder and Managing Partner

In Episode #130, we deconstruct Robert Cantwell's peak performance playbook—from his favorite book to the tiny habit that's had the biggest impact on his life. Robert is the Portfolio Manager at Compound Kings.

In Episode #129, Robert Cantwell, Founder & Portfolio Manager of Compound Kings joins us for our Outlier Investors series. We discuss lessons Robert has learned as an investor and portfolio manager and the future of active management.

In Episode #123, we deconstruct Steve Vassallo's peak performance playbook—from his favorite book to the tiny habit that's had the biggest impact on his life. Steve is General Partner at Foundation Capital.

In Episode #120, we explore reinventing a well-established venture capital firm. We’re joined by Steve Vassallo, General Partner at Foundation Capital. We cover Minimum Awesome Product and the prepared mind vs. open mind.

In Episode #115, we deconstruct Milind Mehere's peak performance playbook—from his favorite book to the tiny habit that's had the biggest impact on his life. Milind Mehere is the Founder and CEO of Yieldstreet.

Alex Simon is CEO and Co-Founder of Elude, a travel app that allows users to discover new destinations based on timing and budget. Alex and Daniel dive deep into building and scaling a business in the notoriously difficult travel industry.

Howie Schwab is Lead Portfolio Manager for Emerging Markets Growth at Driehaus Capital. In this episode, Howie and Daniel discuss regime shifts in the market and obsessing over failures.

Gokul Rajaram is an angel investor and Product and Business Helper at DoorDash. In this episode, Gokul and Daniel discuss crypto, international investing, and habits and routines.

Howie Schwab is Lead Portfolio Manager for Emerging Markets Growth at Driehaus Capital. In this episode, Howie and Daniel discuss the lure of emerging markets and investing with a behavioral focus in mind.

Gokul Rajaram is an angel investor and Product and Business Helper at DoorDash. In this episode, Gokul and Daniel discuss product management and decision making.

Alex Rubalcava is Partner of Stage Venture Partners, a pre-Seed and Seed stage venture capital firm that invests in emerging software technology for B2B markets. In this episode, Alex and Daniel discuss advice for founders and investors.

Listen as we decode conviction vs opinions, Worm’s two-step research process, favorite books, and more with Eric Markowitz, Worm Capital’s Head of Research.

Alex Rubalcava is Partner of Stage Venture Partners, a pre-Seed and Seed stage venture capital firm that invests in emerging software technology for business-to-business markets. In this episode, Alex and Daniel discuss deep tech investing.

Ben Boyer is Co-Founder and Executive Chairman of R-Zero and Managing Director at Tenaya Capital. In this episode, Ben and Daniel discuss investing through market cycles and how to be a great board member.

Eric Markowitz is Director of Research of Worm Capital, an investment firm focused on technology innovation and disruption. In this episode, Eric and Daniel discuss Worm’s investing algorithm and maintaining optimism and open-mindedness in

Ben Boyer is Co-Founder and Executive Chairman of R-Zero and Managing Director at Tenaya Capital. In this episode, Ben and Daniel discuss slowing the spread of pathogens and utilizing the Internet of Things.

Luke Gromen is CEO and Founder of FFTT, a macroeconomic research firm. In this episode, Luke and Daniel discuss habits, routines, and inspirations.

Mike Sall is Co-Founder of Goldfinch, a decentralized credit platform for crypto loans without collateral. In this episode, Mike and Daniel discuss habits, routines, and inspirations.

Luke Gromen is CEO and Founder of FFTT, a macroeconomic research firm. In this episode, Luke and Daniel discuss interpreting investment data, the current financial climate, and perspectives on inflation.

Mike Sall is Co-Founder of Goldfinch, a decentralized credit platform for crypto loans without collateral. In this episode, Mike and Daniel discuss borrowing in crypto and why raising capital in emerging markets is so difficult.

Joey Krug is Co-CIO at Pantera Capital and Cofounder at Augur and Eco. In this episode, Joey and Daniel discuss habits, routines, and inspirations.

Joey Krug is Co-CIO at Pantera Capital and Cofounder at Augur and Eco. In this episode, Joey and Daniel discuss investing in volatile markets, perspectives on risk, and the future of prediction markets.

Mercedes Bent is a Partner at Lightspeed Venture Partners. In this episode, Mercedes and Daniel discuss learning cycles, cultivating happiness, and the definition of success.

Delian Asparouhov is Co-Founder of Varda Space Industries and Principal at Founders Fund. In this episode, Delian and Daniel discuss optimism in investing and problem solving with space manufacturing.

Chris Zarou is Founder and CEO of Visionary Music Group. In this episode, Chris and Daniel discuss serendipity, bootstrapping, and the similarities between music and investing.

Marshall Haas is co-founder of Peel, Shepherd, and Need/Want. In this episode, Marshall and Daniel discuss running a physical product business and solving long-term problems.

James Currier is General Partner of NFX, an early stage VC firm with a focus on startups with potential for network effects. In part one of this episode, James and Daniel discuss strategy and investing in networks effects businesses.

James Currier is General Partner of NFX, an early stage venture capital firm with a focus on startups with potential for network effects. In this bonus episode, James and Daniel discuss James’ inspirations and habits.

Dave Eisenberg is Founding Partner at Zigg Capital, a venture capital firm investing in real estate and construction technology. Dave and Daniel discuss innovations in real estate technology and the future of physical retail.

Dave Eisenberg is Founding Partner at Zigg Capital, a venture capital firm investing in real estate and construction technology. In this bonus episode, Dave and Daniel discuss the habits and routines that help keep Dave focused.

David McDonough is Founder/CEO of Commonstock, a social platform that amplifies insights from top investors. In part one of this episode, David and Daniel discuss the future of social investing.

David McDonough is Founder/CEO of Commonstock, a social platform that amplifies insights from top investors. In this bonus episode, David and Daniel discuss habits and tools, from nightly runs to the Eisenhower Matrix.

Ryan Boykin is Cofounder and Partner at Atlas Real Estate and Cofounder of REACTIV. In part one of this episode, Ryan and Daniel discuss risk, reward, and entrepreneurship.

Ryan Boykin is Cofounder and Partner at Atlas Real Estate and Cofounder of REACTIV. In this bonus episode, Ryan and Daniel discuss the habits, routines, and tools that help Ryan stay focused.

Sir Ronald Cohen is Chairman of the Global Steering Group for Impact Investment and The Portland Trust. In this episode, Sir Ronald and Daniel discuss how companies can optimize risk, return, and impact.

Joe Percoco is Co-CEO/Co-Founder of Titan, an investment firm focused on leveling the playing field across the wealth spectrum. Joe and Daniel discuss insights from Goldman Sachs and McKinsey and rethinking the investment platform.

Joe Percoco is Co-CEO/Co-Founder of Titan, an investment firm focused on leveling the playing field across the wealth spectrum. Joe and Daniel discuss green/yellow/red light calendar auditing and T-shirt ROI assessments.

Rishi Garg is co-head of the Consumer Investing Practice at the Mayfield Fund, a seed and Series A focused VC firm. Rishi and Daniel discuss building a “people first” culture and the future of internet investing.

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 daily habits and tools that contribute to Rishi’s success.