My guests this week are both veterans of the podcast, Jason Zweig and Morgan Housel. They are two of the best in the world at making the complicated simple, and in that spirit, I’ll keep this introduction short. Morgan shifted from public markets to the private markets a year ago when he joined the Collaborative…
Posts Tagged: podcast
Just Manageable Challenges, with Brad Stulberg - [Invest Like the Best, EP.49]
This week’s conversation is about performance. More specifically, it is about the ins and outs of steady progress and growth. My guest is Brad Stulberg who coauthored the book Peak Performance, which combines research from many fields into a description of how athletes, creatives, and others continue to push boundaries in their respective crafts. As…
Lessons Learned After Almost a Year
I have now been doing this for almost one year, and have learned a tremendous amount. Since the whole idea behind the show is to learn in public, I am going to share a few of the lessons I’ve learned with you today. I’ll shape it as a top ten list, which ends with a…
Seek to Learn That Which Cannot be Taught, with Scott Norton - [Invest Like the Best, EP.43]
If you told me a year ago that I’d be learning critical life and business lessons from the founder of a ketchup company, and that thirty to fifty thousand people would listen to our conversation, well, I’d have told you that’s impossible. But the fact that it is true proves many of the points laid…
The Human Blitzkrieg, with Dave Chilton - [Invest Like the Best, EP.39]
This week’s conversation was especially fun. I have a long history with my guest, Dave Chilton, but this was the first time we’d met in person. I’d heard stories about him from people I work with for twenty years, so getting to finally spend time with him was a real treat. I’ll let him reveal…
Quant Hedge Funds and the Fear of Death, with Khe Hy - [Invest Like the Best, EP.31]
My guest this week is Khe Hy. Khe has a very interesting, two-part story. We start with Khe’s career at Blackrock, where he rose to be one of the youngest MDs at the firm, specializing in quantitative hedge funds. Khe shares his perspective on how the hedge fund landscape has changed and what investors should…
The Future of Asset Management, with Ted Seides and Brent Beshore [Invest Like the Best, EP.30]
This week, my good friends Ted Seides and Brent Beshore join me to discuss the future of asset management and a ton of fun side topics. While we are all passionate about investing, we’ve had very different careers: Ted in alternatives, hedge funds and fund of funds, Brent in lower middle market private equity, and…
Michael Mauboussin – Active Asset Management [Invest Like the Best, EP.02]
In this episode, Michael Mauboussin and I discuss everything about asset management: the state of the industry, the active investment process, and Michael’s simple but genius “input/output” method for daily life. This is a full seminar on asset management. It was an awesome conversation. Be sure to check out all of Michael’s research and his…
Jeff Gramm – Activist Investing [Invest Like the Best, EP.01]
Welcome to the first episode of Invest Like the Best! You can subscribe here: Itunes Stitcher Google Play TuneIn My guest today is Jeff Gramm. Jeff is the founder and portfolio manager at Bandera Partners, an Adjunct Professor at Columbia Business School, and the author of Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism….