Trae Stephens - Find Good Quests - [Invest Li...

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

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

This is Zack Fuss. Today we are breaking down the largest privately-owned software business in Europe, Visma. Visma is a software company with over 15,000 employees offering accounting, payroll, and HR software products for customers across the Nordic, Benelux, and Baltic regions ...  Show more

Today, we are replaying our conversation with Ho Nam, co-founder of Altos Ventures. As the numbers go, Altos is one of the greatest venture capital firms of the last quarter century. We unpack Ho's origin story and the values that shaped him most as a person and investor, and th ...  Show more

Our teacher today is Chris Hansen, founder of Long Short Equity investor, Valiant Capital. Chris spun off from his early career at Blue Ridge to start Valiant and pursue his own unique investment thesis. We cover Chris's foray into investing in India, the training, temperament, a ...  Show more