David Epstein: The power of being a generalis...

We've curated a special 10-minute version of the podcast for those in a hurry. Here you can listen to the full episode: https://podcasts.apple.com/no/podcast/holcim-ceo-europes-housing-shortage-decarbonising-cement/id1614211565?i=1000773973863&l=nbWhere would the modern world be ...  Show more

Where would the modern world be without cement? Nicolai Tangen sits down with Miljan Gutovic, CEO of Holcim, to explore the transformation underway in the global building materials industry. They discuss Europe's shortage of nearly 10 million homes and what it means for construct ...  Show more

My guest today is David Rubenstein, co-founder of The Carlyle Group - one of the largest private equity firms in the world. David has worked in the White House, built a $300 billion investment institution, become a prominent philanthropist, published books, and even hosts his own ...  Show more

My guest today is Gaurav Kapadia, founder of investment firm XN. Gaurav is a veteran of the investing arena. We cover his lessons while rising to partner at TPG Axon, co-founding Soroban Capital, and his decision to launch XN in 2020. We then discuss his approach to building XN a ...  Show more

My guest today is Bob Elliott, the CEO and CIO of Unlimited, which creates low-cost index ETFs for alternative investment strategies. Prior to co-founding Unlimited, Bob was a senior investment executive at Bridgewater Associates where he served on their investment committee and ...  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