Michael Melissinos - Mastering the Art of Tre...

My guest today is Charles Ellis, founder of Greenwich Associates, longtime member of Yale’s investment committee, and author of more than 20 books, including the classic Winning the Loser’s Game. In today’s episode, Charley reflects on writing the first major book on share repurc ...  Show more

Today’s guest is Will Goetzmann, Professor of Finance at the Yale School of Management. He is an expert on financial markets and securities, investment strategies, investor behavior and financial history. In today’s episode, Professor Goetzmann walks through 5,000 years of financ ...  Show more

Shaan (@ShaanVP) and Sam (@TheSamParr) talk with seed VC Mike Maples (@m2jr). Mike is a co-founding Partner at Floodgate. He has been on the Forbes Midas List eight times in the last decade due to notable investments like Twitter, Twitch, Lyft, and Okta. In this episode he talks ...  Show more

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 ...  Show more

My guest this week is Michael Mauboussin, the head of consilient research at Counterpoint Global. Michael is an all-time favorite guest here on the show, and this is his fourth appearance. We discuss one of the biggest topics in the world of investing: the shift from public to pr ...  Show more

My guest today is Michael Simanovsky. Mike is the Managing Partner of Conversant Capital, a real estate investment firm he founded in early 2020. Conversant aims to be the most flexible capital provider in real estate, investing across public and private markets as well as equiti ...  Show more