E112: Jake Paul: How to Build a Multi-Billion Dollar Startup

E112: Jake Paul: How to Build a Multi-Billion...

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E303: What Blackjack Taught Me About Investing w/Ari Levy

Where does real edge still exist in public markets and how do you size risk when certainty doesn’t exist? In this episode, I talk with Ari Levy, Founder and CIO of Lakeview Investment Group, about applying probability theory, arbitrage, and disciplined position sizing to public e ...  Show more

E302: Legendary CIO Larry Kochard On Where Alpha is Today

What actually creates sustainable alpha in endowment portfolios and why do most investors mistake activity for edge? In this episode, I talk with Larry Kochard about building investment programs that endure across cycles. Drawing on his experience as CIO at Georgetown and the Uni ...  Show more

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