Michael Mauboussin, Counterpoint Global – Everything Is a DCF Model (The Best Investment Writing Volume 6)

Michael Mauboussin, Counterpoint Global – Eve...

‏التالي

David McWilliams on The Story of Money—and Why It Matters for Markets | #610

Today’s guest is David McWilliams, an economist, podcast host and author. David worked at the Central Bank of Ireland, UBS and BNP Paribas and is the founder of the Kilkenomics Festival, a unique blend of economics and stand-up comedy. His book is called The History of Money: A S ...  عرض المزيد

BlackRock’s Rick Rieder - Rethinking Risk Into 2026 | #609

Today’s guest is Rick Rieder. Rick oversees more than $2 trillion in assets as the Chief Investment Officer of Global Fixed Income at BlackRock. He also heads the Fundamental Fixed Income business and the Global Allocation Investment Team. In today’s episode, Rick discusses the c ...  عرض المزيد

‏حلقات موصى بها

Erik Serrano - Investing in Investment Firms - [Invest Like the Best, EP.358]
Invest Like the Best with Patrick O'Shaughnessy

My guest today is Erik Serrano. Erik is the CEO of Stable Asset Management, which he started 14 years ago in his early 20s and has scaled to over $3 billion in AUM. Unusually, Stable’s strategy focuses on other investing firms. They look to back the Blackstone's of tomorrow and p ...  عرض المزيد

Josh Kushner - Building Thrive Capital - [Invest Like the Best, EP.337]
Invest Like the Best with Patrick O'Shaughnessy

My guest today is Josh Kushner, founder and managing partner of venture firm, Thrive Capital. Josh started Thrive in 2010 and launched its first institutional fund in 2011. That first institutional fund was $40 million and, in it, Thrive led Warby Parker’s Series A, invested in I ...  عرض المزيد

Sam Englebardt and Richard Kim - Investing in Immersive Worlds - [Invest Like the Best, EP. 259]
Invest Like the Best with Patrick O'Shaughnessy

Today, my guests are Sam Englebardt and Richard Kim, general partners at venture fund, Galaxy Interactive. Having come from the media and finance sectors, respectively, Sam and Richard joined forces in 2018 to invest in their shared thesis that immersive digital experiences would ...  عرض المزيد

Sean Feeney - Reinventing the Restaurant Business - [Invest Like the Best, EP.366]
Invest Like the Best with Patrick O'Shaughnessy

My guest today is Sean Feeney. Sean is the co-founder of Grovehouse Hospitality Group and the owner of Lilia and Misi, two of New York City’s most sought-after restaurants. He left his job in Trading to chase down a dream with Michelin star chef Missy Robbins. Sean leveraged his ...  عرض المزيد