November 17, 2019

Deep tech trends, digital advertising bubble, Sam Zell on his newest investments, Steve Schwarzman on building Blackstone, SpacEx's Starlink, and more.

November 11, 2019

Housing crisis in California, PWC's 2020 trends in real estate, Ray Dalio on the broken financial system, 3-D printing housing, flying taxis, and more.

November 3, 2019

Josh Wolfe and Raoul Pal on private markets and liquidity crises, investing in a low growth environment, exploring negative rates, biology is eating the world.

October 26, 2019

PE gone wild, crypto-based gold standard, Jeff Bezos on the space industry, Mark Yusko on investing in innovation, Elad Gil on startups, disrupting the IPO.

October 19, 2019

Howard Marks on negative interest rates, Kyle Bass and Gen. Robert Spalding on China's CCP, Alex Danco on affordable housing, universal basic income, and more.

October 13, 2019

WeWork seeks cash infusion,' Messy Marketplace, 1986 Buffett profile, Germany's renewable energy troubles, remote work trends, and more.

October 6, 2019

Ray Dalio on China, Dan Carlin's Hardcore History, Paul Graham's essays on startup ideas, Chris Leithner's November letter, Jim Collins on good to great.

September 29, 2019

Uber and WeWork and lessons learned, direct listings vs. IPOs, Henry Singleton profile, Morgan Housel on WeWork, real estate speculation in Miami, and more.

September 22, 2019

Tech IPO valuations, business models, MoviePass shuts down, discussion of moats, Amazon is maturing, Steve Schwarzman on politics and business, and more.

September 15, 2019

WeWork's IPO, GameStop and retail oblivion, flying cars begin to take off, Apple's service strategy, real estate syndication strategies, John Elkann's Exor.

Please reload


Thanks for your interest in Circle of Competence. For more information, drop me a line and let's connect.

©2018 by Impressions. Proudly created with