E445: AngelList: Why Picking Winners Is the Wrong Way to Invest in Startups

E445: AngelList: Why Picking Winners Is the W...

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E446: Vista Equity President: The Death of SaaS? AI Agents and the $3 Trillion Opportunity

Is AI destroying the software industry, or creating its biggest investment opportunity yet? David Breach is President of Vista Equity Partners, a firm managing approximately $100 billion in assets. In this episode, David explains why the recent selloff in software stocks may be m ...  Show more

E444: NEPC President on AI Portfolio Risk, Finding Top Funds, and Preparing for a Downturn

What if the biggest advantage in institutional investing isn’t finding better managers, but building an organization that can make better decisions over decades? In this episode, I sit down with Tim McCusker, President of NEPC, which advises on approximately $2 trillion in assets ...  Show more

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