E449: Federated Hermes CEO on $400 Billion in...

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E448: Gavin Ezekowitz on AI Valuations, Asymmetric Returns, and Why Great Investors Fail

How do you invest in generational companies like Anthropic, OpenAI, and SpaceX before everyone recognizes their potential? Gavin Ezekowitz is the Co-Founder and Chief Investment Officer of BFA Global Investors, an alternative investment firm providing access to private market opp ... Show more

. 1h 13min

E447: Anthropic at $2 Trillion? The AI Bubble, and Why the Best Startups Always Look Overvalued

Are venture capitalists overpaying for the next generation of AI winners? Matthew Harris is a Partner at Bain Capital Ventures, where he invests in financial services and technology companies. In this episode, Matthew explains why the best venture investments often look overprice ... Show more

. 1h 3min

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