E425: What 30,000 Founders Taught Me About AI, Judgment & Top Founders

E425: What 30,000 Founders Taught Me About AI...

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E426: American Securities CEO on Warren Buffett, Private Equity & Playing the Long Game

What happens when a private equity firm refuses to chase every new opportunity and spends 30 years getting better at one thing? David sits down with Michael Fisch, co-founder and CEO of American Securities, to unpack how the firm grew from a $71.4 million first fund to $23 billio ...  Show more

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

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