Daryl Morey - Systems Thinking in Sports - [I...

This is my second conversation with Dylan Patel. Dylan is the founder and CEO of SemiAnalysis, where he tracks the semiconductor supply chain and AI infrastructure buildout. This conversation is about the supply and demand of tokens. On demand, Dylan describes something completel ...  Show more

My guest today is Alex Karnal. Alex is the co-founder and managing partner of Braidwell, a life sciences investment firm he built after spending 15 years at Deerfield Management. The frame we use throughout the episode is the health stack. Alex talks about how most of the disease ...  Show more

This is Matt Reustle and today we are breaking down the National Basketball Association. The NBA topped $10bn in revenue last season, in line with MLB and behind only the NFL in terms of major sports leagues. The initial headlines for the next media rights deal, which is coming i ...  Show more

In this week’s episode, Patrick Donley (@JPatrickDonley) sits down with Dickie Bush, a former BlackRock portfolio manager turned digital entrepreneur. You’ll learn the secrets to Dickie’s success in football, on Wall Street, online as a writer and content creator, and even how he ...  Show more

My guest today is Howard Lindzon. It’s impossible to summarize Howard’s resume, but he’s best known for founding StockTwits and as a private and public market investor. We start this conversation with a hilarious story of his early career at CBS. We then talk about a variety of o ...  Show more

What does sport look like from the money side of the equation? 

What’s the investment rationale behind buying a football team, cricket franchise, the new sports tech thing or a sports agency? What are assumptions about how the market will develop? Who’s going to win, who ...