Palmer Luckey - Inventing the Future of Defense - [Invest Like the Best, EP.350]

Palmer Luckey - Inventing the Future of Defen...

Up next

John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]

My guest today is John Arnold. John is probably the most famous energy trader of all time and certainly the most successful. One of the things John talks about is cultivating the best seat in your industry – the seat with the best perspective, the most information, the best syste ...  Show more

Dan Sundheim - The Art of Public and Private Market Investing - [Invest Like the Best, EP.460]

My guest today is Dan Sundheim. Dan is the founder and CIO of D1 Capital Partners. He thinks about markets and businesses constantly, and has built a career entirely around that obsession. He manages over $30B across both public and private markets, with investments in SpaceX, Op ...  Show more

Recommended Episodes

Arcadea Group - Permanent Capital Investing in Vertical SaaS - [Art of Investing, EP.14]
Joys of Compounding

Our teachers today are Daniel Eisen and Paul Yancich, co-founders of Arcadea Group. Arcadea is a private market, long-duration investor building a permanent home for high-quality, vertical market software companies.  Today, we sit down with an example of next-generation talent in ...  Show more

Howard Lindzon: The Price is All you Need - [Making Markets, EP.12]
Making Markets

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

#335 How To Make A Few Billion Dollars: Brad Jacobs
Founders

What I learned from reading How To Make A Few Billion Dollars by Brad Jacobs.  ---- Get access to the World’s Most Valuable Notebook for Founders by investing in a subscription to Founders Notes ---- Come and build in-person relationships at the Founders Only conference ---- (0:0 ...  Show more

TIP610: Mastermind Q1, 2024 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network

In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he is still bullish on Spotify. Hari’s pick, Disney, has recently been extremely volatile, and Tobias pitches Mueller Ind ...  Show more