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.
September 7, 2019
Big tech antitrust debate, what constitutes a tech company, lessons learned as an investor and operator, ageing: deflationary or inflationary?
September 1, 2019
Exponential growth, Elon Musk's SolarCity situation, real estate trends, Silvio Gessell and negative interest rates, Eric Ries and corporate governance reform.
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