Graham Duncan - Talent Whisperer - [Invest Like the Best, EP.409]

Graham Duncan - Talent Whisperer - [Invest Li...

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Eric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486]

My guest today is Eric Vishria, a General Partner at Benchmark. Eric has spent his career in software and cloud, and few people know the history of these markets as well as he does. What makes him special is his ability to use that history to make sense of today. We discuss what ...  Show more

Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]

My guest today is Gavin Baker, founding partner and CIO of Atreides Management. This is our seventh conversation, and just two months after Gavin's last appearance. It's about the gap between what the market is doing and what companies are seeing. It's been a tough month or so fo ...  Show more

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