The Chainsmokers - Music & Markets - [Invest Like the Best, EP.430]

The Chainsmokers - Music & Markets - [Invest ...

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Darren Farber on Iran, China, and the Rise of Neoprimes - [Invest Like the Best, EP.474]

My guest today is Darren Farber, and this is his second appearance on the show. Darren is a Managing Partner of Albion River, a defense-focused investment firm and he previously served as a special advisor to the Deputy Under Secretary of Defense. We recorded this conversation in ...  Show more

Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]

My guest today is Gavin Baker, founding partner and CIO of Atreides Management, and this is our sixth conversation. The central theme is watts and wafers, the two physical constraints that in Gavin's view will dictate the next phase of AI. On power, he thinks the near-term shorta ...  Show more

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