Ep4 "Making Bad Investments Profitable" with ...

What value does a financial sector add to society? How would society function without a financial sector? In this episode, hosts and finance professors Jonathan Berk and Jules van Binsbergen make the case that a competitive market financial sector is crucial to economic growth an ...  Show more

All Else Equal is on Spring Break this week, so we’re revisiting one of our most popular episodes dealing with the question: How does one become a CEO? We’ll be back with new episodes in two weeks. A lot has been written and said about CEOs and their compensation, but who are the ...  Show more

If you want to grow your business, your goal isn’t to beat the competition — it’s to escape the competition altogether. No one knows this better than PayPal founder Peter Thiel. His theory? “Competition is for losers.” Thiel is a former colleague, frequent co-investor and long ...

My guest today is Jeremy Giffon. I spend all my time trying to find people who have some “singularity” to them. People who seem like they can do an N of 1 something. Having spent many days with Jeremy recently, he strikes me as one of those people. He was the first employee and g ...  Show more

My guest today is Gaurav Kapadia, founder of investment firm XN. Gaurav is a veteran of the investing arena. We cover his lessons while rising to partner at TPG Axon, co-founding Soroban Capital, and his decision to launch XN in 2020. We then discuss his approach to building XN a ...  Show more

My guest today is Bob Elliott, the CEO and CIO of Unlimited, which creates low-cost index ETFs for alternative investment strategies. Prior to co-founding Unlimited, Bob was a senior investment executive at Bridgewater Associates where he served on their investment committee and ...  Show more