E420: Why Infrastructure Is a $40 Trillion Opportunity

E420: Why Infrastructure Is a $40 Trillion Op...

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E424: 32-Year Notre Dame CIO on Sequoia, Venture Capital & Concentration

What can 32 years as a university CIO teach you about identifying exceptional investors before everyone else does? David sits down with Scott Malpass, Co-Founder and Managing Partner of Grafton Street Partners and former Chief Investment Officer of the University of Notre Dame, t ...  Show more

E423: Castelion CEO on Elon Musk, Hypersonic Missiles & the Future of Defense

David sits down with Bryon Hargis, co-founder of Castelion, to unpack why rebuilding America’s defense manufacturing capacity has become a national security imperative. Bryon explains why decades of consolidation and outsourcing weakened the defense industrial base, why America c ...  Show more

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