July 7, 2019
Misconceptions about renewable energy, defining and investing in network effects, improving corporate governance with long term incentives, overstated earnings.
June 29, 2019
Investing vs. speculation, Marvel's franchise machine, importance of pattern recognition in VC, AI powered landlords, Facebook's Libra, the history of Spotify.
June 23, 2019
Antitrust regulations and consumer welfare, thoughts on crypto as a commodity, Chuck Akre's three legged stool philosophy, David Abrams on investing and more.
June 16, 2019
Howard Marks on current economic cycle, Ben Thompson on tech antitrust cases, Naval Ravikant on building wealth, Mary Meeker's internet trends, and more.
June 8, 2019
Life in the Permian Basin, why platform companies fail, biggest lessons in history, Li Lu on US Sino relations, Joe Rogan interviews Naval Ravikant, and more.
June 2, 2019
US-Sino relations and the tech cold war, the e-sports bubble, the legal argument that spells trouble for Uber, Impossible Foods' profile, the podcast ecosystem.
May 26, 2019
Retirement, China and the tech cold war, millennial work religion, Google's civil war, share buyback defense, bootstrapping Mailchimp, and more.
May 19, 2019
(Anti)competitive behaviors, Jamie Metzl on gene sequencing and editing, Bill Gurley's Uber returns, the empty promise of data moats, and more.
May 12, 2019
Charlie Munger unplugged, real estate iBuying model, breaking up Facebook, visualizing tech unicorns in 2019, Berkshire Hathaway's annual meeting, and more.
May 5, 2019
Cash burning tech IPOs, Ray Dalio on modern monetary theory, China's belt and road initiative, 5G potential, student debt, Peloton's John Foley and more.
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