Podcast Invest Like The Best terbaik (2024)

1
Andrew Homan & Chris Miller - Redefining Semiconductor Progress - [Invest Like the Best, EP.395] 1:26:22

2d ago1:26:22

1:26:22

My guests today are Andrew Homan and Chris Miller. Andrew has spent two decades at Maverick Capital and is a managing partner at Maverick Silicon, where he leads the firm’s technology investments. Chris is a professor at Tufts and the author of the New York Times best-selling book “Chip War,” which details the geopolitical battle to control the sem…

1
Boyd Varty - Becoming A Meaning Maker - [Invest Like the Best, EP.394] 1:02:08

10d ago1:02:08

1:02:08

My guest today is Boyd Varty. Boyd is a lion tracker, life coach, and storyteller who grew up in the South African wilderness, living amongst and tracking wild leopards. This is his fourth time on Invest Like the Best but the first in six years. Boyd is a perfect follow-up to my episode with Lulu Meservey unpacking the intricacies of storytelling a…

1
Tobi Lütke - Building Islands of Innovation - [Invest Like the Best, EP.393] 1:06:49

17d ago1:06:49

1:06:49

My guest today is Tobi Lutke, the co-founder and CEO of Shopify. I have spoken to Tobi on this podcast twice before, first in 2020 and then again in 2022. Needless to say, a lot has changed since we last spoke, and we start by talking about the biggest change of all: AI. But I’ll remember this conversation for the next set of ideas we discuss: Foun…

1
Matt Perelman & Alex Sloane - The Art of Franchise Investing - [Invest Like the Best, EP.392] 1:41:21

24d ago1:41:21

1:41:21

My guests today are Matt Perelman and Alex Sloane, Co-founders and Managing Partners of Garnett Station Partners. GSP invests in the trillion-dollar franchise and consumer services industries. Matt and Alex started the firm in 2014 as MBA students when they bought 23 Burger King restaurants. Since then, they've invested in 26 other multi-unit busin…

1
Kareem Zaki - Small Ideas Attract Competition - [Invest Like the Best, EP.391] 1:26:34

1M ago1:26:34

1:26:34

My guest today is Kareem Zaki. Kareem is a General Partner at Thrive Capital and has been at the firm for a decade. In an episode last year, Thrive's founder, Josh Kushner, told me he is the best healthcare investor in the world. Kareem has co-founded three healthcare businesses worth over one billion dollars. He also has expertise in financial ser…

1
Ray Ozzie - The Future of Intelligent Machines - [Invest Like the Best, EP.390] 1:34:28

1M ago1:34:28

1:34:28

My guest today is Ray Ozzie, one of the great technologists, software developers, and entrepreneurs of our time. Ray is perhaps best known as the creator of Lotus Notes, a collaboration tool that revolutionized business communication in the 1990s. He later succeeded Bill Gates as Chief Software Architect at Microsoft, where he played a key part in …

1
Ted Seides - Investment Industry Paradigms - [Invest Like the Best, EP.390] 1:00:52

1M ago1:00:52

1:00:52

My guest today is Ted Seides. Ted is the host of the Capital Allocators podcast and an investment industry expert. It’d been seven years since Ted and I last talked on the record, as he was one of my very first guests on Invest Like the Best. Now that Ted has a full-time focus on all things Capital Allocators and has stepped away from traditional i…

1
Lulu Meservey - Transforming Company Narrative - [Invest Like the Best, EP.389] 1:07:00

1M ago1:07:00

1:07:00

My guest today is Lulu Meservey. Lulu is the Founder and CEO of Rostra, a company that partners with founders to level up their communications around all strategic initiatives, from hiring to fundraising. She is also on the board at Shopify. I have been recently fascinated by the challenge of founders telling their story and Lulu is an expert in co…

1
Ric Elias - The Art of Living Well - [Invest Like the Best, EP.388] 1:25:06

2M ago1:25:06

1:25:06

My guest today is Ric Elias. Ric is the CEO and co-founder of Red Ventures, which has a portfolio of fast-growing digital businesses like Lonely Planet, The Points Guy, Bankrate, and large investments in a variety of other businesses across industries. He began the business in 2000 and has grown it to now a global company with thousands of employee…

1
Alex Smith, Shane Battier, & Ravi Gupta - What Makes A Glue Guy? - [Invest Like the Best, EP.387] 1:23:27

2M ago1:23:27

1:23:27

This week's episode is special because it marks the launch of a new Colossus show: Glue Guys. My guests this week are the hosts of the new show, Shane Battier, Alex Smith, and Ravi Gupta. Shane, Ravi, and Alex’s stories are remarkable. Each has been at the very top of their profession. Shane as an NCAA and NBA champion. Alex as the first pick in th…

1
Bret Taylor - The Agent Era - [Invest Like the Best, EP.386] 1:27:51

2M ago1:27:51

1:27:51

My guest today is Bret Taylor. His resume is absurd. He built google maps--famously rewriting the whole thing in a weekend. He was the CTO of Facebook in critical years. He founded Quip. He was the chair of the board at Twitter. He was the co-CEO of Salesforce...the incredible list goes on. Now, Bret is the co-founder of Sierra, a conversational AI…

1
Gavin Baker - AI, Semiconductors, and the Robotic Frontier - [Invest Like the Best, EP.385] 1:31:26

2M ago1:31:26

1:31:26

My guest this week is Gavin Baker. Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before. He is one of my favorite investors to talk to and this may be my favorite conversation with him. Gavin first started covering Nvidia as an investor at the turn of the millennium, making him the perfect gues…

1
A Conversation with Charlie Munger & John Collison - [Invest Like the Best, REPLAY] 1:40:06

3M ago1:40:06

1:40:06

Today, we’re replaying a conversation between John Collison and Charlie Munger that we first aired on 5 December 2023. Charlie said, “The best thing a human being can do is to help another human being know more.” He does just that in this interview. Please enjoy, and may Charlie Rest in Peace. For the full show notes, transcript, and links to menti…

1
Vlad Tenev - Navigating Robinhood's Evolution - [Invest Like the Best, EP.384] 1:18:13

3M ago1:18:13

1:18:13

My guest today is Vlad Tenev. Vlad is the CEO and co-founder of Robinhood. It was such a treat to sit down with him and discuss the behind-the-scenes of a revolutionary business we all know well. He details Robinhood’s journey to zero-cost trading and what it means to build a consumer-centric financial product. Vlad believes in finding the harmonie…

1
Sarah Guo - The Power of Conviction - [Invest Like the Best, EP.383] 1:13:08

3M ago1:13:08

1:13:08

My guest today is Sarah Guo. Sarah is the founder and CEO of Conviction, an early-stage venture capital firm built to serve AI companies. She started Conviction in 2022 after 9 years at Greylock because she believes AI is the most important technological advancement of our lifetime. In our conversation, Sarah discusses the challenges and rewards of…

1
Hemant Taneja - Engineering Global Resilience - [Invest Like the Best, EP.382] 1:03:26

3M ago1:03:26

1:03:26

My guest today is Hemant Taneja. Hemant is the CEO and Managing Director of General Catalyst, the global venture capital firm you’ll hear us refer to as GC. GC has set out to build resiliency across critical industries worldwide. The firm leverages technology to retool sectors such as healthcare, energy, defense, and manufacturing and explores inno…

1
Jeremy Giffon - Special Situations in Private Markets - [Invest Like the Best, Replay] 1:42:33

4M ago1:42:33

1:42:33

Today we are replaying one of our most popular episodes from last year with Jeremy Giffon. I spend all my time trying to find people who have some “singularity” to them. People who seem like they can do an N of 1 something. Having spent many days with Jeremy, he strikes me as one of those people. He was the first employee and general partner at pri…

1
David Senra - Passion & Pain - [Invest Like the Best, Replay] 1:22:07

4M ago1:22:07

1:22:07

Today, we are replaying what we call a forever episode, which are the few episodes of our show that we think will be as popular a decade from now as they are today. Every time I re-listen to this episode with David Senra, I leave wildly energized and wanting to share that feeling. So we are re-releasing it today for anyone who missed it the first t…

1
Martin Casado - Entering Uncharted AI Territory - [Invest Like the Best, EP.381] 1:06:33

4M ago1:06:33

1:06:33

My guest today is Martin Casado. Martin is a partner at Andreessen Horowitz and first joined me on Invest Like the Best in 2022. So much has changed since then, and it was awesome to have Martin back to discuss all of the different implications of this AI revolution. Before joining a16z, Martin pioneered software-defined networking and co-founded N…

1
Modest Proposal - AI Commoditization and Capital Dynamics - [Invest Like the Best, EP.380] 56:17

4M ago56:17

56:17

My guest today is Modest Proposal, joining me for our third conversation and the first in a few years. Modest is anonymous online, but one of the more thoughtful investors I know, overseeing a large pool of capital in public and private markets. He offers insight into many different corners of today’s landscape, covering AI’s frontier models versus…

1
Robert Greene - Optimizing Your Reality - [Invest Like the Best, EP.379] 1:01:33

5M ago1:01:33

1:01:33

My guest today is Robert Greene, author of many books but perhaps most famous for his books "48 Laws of Power" and "Mastery." He has spent his life studying why people behave like they do and why some go on to build great things. I love his idea of finding your life's purpose, which we explore in detail. Please enjoy my conversation with Robert Gre…

1
Pat Grady - Relentless Application of Force - [Invest Like the Best, EP.378] 1:30:54

5M ago1:30:54

1:30:54

My guest today is Pat Grady, a longtime growth investor at Sequoia and one of the firms senior leaders. Pat has been a part of a long list of legendary investments, ranging from Snowflake, Zoom, ServiceNow, Qualtrics, Okta, Hubspot, Notion, and OpenAI, among many others. There aren't many investors who reference as well at Pat, both inside and outs…

1
Frank Blake - Leading By Example - [Invest Like the Best, EP.377] 1:02:44

5M ago1:02:44

1:02:44

My guest today is Frank Blake. Frank is the former chairman and CEO of Home Depot. I recently interviewed Home Depot co-founder Ken Langone and became fascinated by the business’s impressive lineup of leaders through the decades. Frank led the company from 2007 to 2014 and shares how he carried on the legacy of Ken and the others, upholding their c…

1
Adam Sandow - The Power of Print Media - [Invest Like the Best, EP.376] 1:04:56

5M ago1:04:56

1:04:56

My guest today is Adam Sandow. Adam is the chairman and CEO of SANDOW Companies and the executive chairman and founder of Material Bank. He has built an entire ecosystem of businesses and brands that have brought him into the game of media, materials, and beyond. From creating the beauty product subscription model to getting magazines in the hands …

1
Howie Liu - Building Airtable - [Invest Like the Best, EP.375] 1:09:02

5M ago1:09:02

1:09:02

My guest today is Howie Liu. Howie is the co-founder and CEO of Airtable, a no-code app platform that allows teams to build on top of their shared data and create productive workflows. The business began in 2013 and now has use cases built out for over 300,000 organizations. As Airtable begins to integrate AI and the latest LLMs into its product, H…

1
Mark Groden - The Future of Flying - [Invest Like the Best, EP.374] 1:06:06

6M ago1:06:06

1:06:06

My guest today is Mark Groden. Mark is the Founder and CEO of Skyryse, a company on a mission to make general aviation as safe as commercial aviation and change the future of flying. As you may know, helicopter accidents are far more likely than airplane accidents, and Skyryse is revolutionizing helicopter flight through a safer and simpler univers…

1
Dev Ittycheria - The Database Evolution - [Invest Like the Best, EP.373] 1:09:10

6M ago1:09:10

1:09:10

My guest today is Dev Ittycheria. Dev is the CEO of MongoDB, the developer data platform with tens of thousands of customers in 100 different countries. He joined the company as CEO in 2014, taking it public in 2017, and is now approaching a decade of leading MongoDB to become a go-to choice for the most sophisticated organizations around the world…

1
Nico Wittenborn - Finding the Adjacent Possible - [Invest Like the Best, EP.372] 1:22:04

6M ago1:22:04

1:22:04

My guest today is Nico Wittenborn. Nico is the founder of Adjacent, a venture firm that looks for what he describes as the “adjacent possible” for their next investment. Nico has zoned in on the consumer subscription market as his ideal candidate, making early investments in Calm App, Photoroom, and Oura Ring. Nico does virtually all steps of the i…

1
Mitch Rales: The Art of Compounding - [Art of Investing, Forever Episode] 2:06:59

6M ago2:06:59

2:06:59

We are excited to share a great conversation with Mitch Rales, the co-founder of Danaher and one of the living legends in the world of business and investing. Consider that Danaher has annualized at over 21% for four decades, resulting in an 1800-times multiple on invested capital! This is Mitch's first long-form interview of any kind, and he cover…

1
Marc Lasry - Making Bucks in Credit and Sports - [Invest Like the Best, EP.371] 1:07:34

6M ago1:07:34

1:07:34

My guest this week is Marc Lasry. Marc is a pioneer of distressed debt investing and the CEO of Avenue Capital Group, which he co-founded with his sister in 1995. Avenue manages $13 billion today. More recently, Marc and Avenue have become active investors in sport. He owned the Milwaukee Bucks when they won the NBA championship in 2021, and has si…

1
Bill Gurley & Michael Mauboussin - Putting Theory into Practice - [Invest Like the Best, EP.370] 1:32:27

7M ago1:32:27

1:32:27

My guests today are Bill Gurley and Michael Mauboussin. Bill is a General Partner at Benchmark, and Michael is the Head of Consilient Research for Counterpoint Global. While they are longtime friends with one another, I’d never heard them appear somewhere together so it was a real treat to be able to do this with the two of them. They are two of th…

1
Tim Ferriss - Curating Curiosities - [Invest Like the Best, EP.369] 1:26:33

7M ago1:26:33

1:26:33

My guest today is Tim Ferriss. Tim is a writer, podcaster, and investor. He has written five best-selling books, has been an early-stage investor in Facebook, Uber, Shopify, & other household names, and is the host of one of the biggest podcasts in the world. He started The Tim Ferriss Show as an experiment in April 2014 and has deconstructed world…

1
Ken Langone - The American Dream - [Invest Like the Best, EP.368] 48:42

7M ago48:42

48:42

My guest today is Ken Langone. Ken is a legendary American businessman best known for his co-founding of Home Depot. He is also a former director of the New York Stock Exchange and a passionate philanthropist. He shares with us a lifetime's worth of wisdom, building Home Depot into a powerhouse and prioritizing his employees above all else. He says…

1
Robin Dunbar - Optimizing Human Connection (Dunbar's Number) - [Invest Like the Best, EP.367] 1:02:20

7M ago1:02:20

1:02:20

My guest today is Robin Dunbar. Robin is a biological anthropologist, evolutionary psychologist, and specialist in primate behavior. He is the man behind Dunbar’s number, a theory about the number of stable relationships we can maintain at once. Robin unravels the thread of research that led him to Dunbar’s number and describes how this plays into …

1
Sean Feeney - Reinventing the Restaurant Business - [Invest Like the Best, EP.366] 1:48:30

8M ago1:48:30

1:48:30

My guest today is Sean Feeney. Sean is the co-founder of Grovehouse Hospitality Group and the owner of Lilia and Misi, two of New York City’s most sought-after restaurants. He left his job in Trading to chase down a dream with Michelin star chef Missy Robbins. Sean leveraged his finance background to write his own rulebook for the restaurant indust…

1
Dave Fontenot - The Monastery of Code - [Invest Like the Best, EP.365] 1:03:46

8M ago1:03:46

1:03:46

My guest today is Dave Fontenot, founder of HF0. Born out of Dave’s experiences in monasteries across the world, HF0 is a twelve-week residency for repeat founders to supercharge their next venture. For 12 weeks, 10 teams of engineers relocate to HF0’s house in San Francisco. During the residency, everything is taken care of so their sole focus is …

1
Anne-Marie Peterson - The Capital System - [Invest Like the Best, EP.364] 57:55

8M ago57:55

57:55

My guest today is Anne-Marie Peterson. Anne-Marie is an equity portfolio manager at Capital Group, a storied investment firm managing 2.5 trillion dollars and getting ready to celebrate its centennial anniversary. Anne-Marie is a seasoned investor, approaching three decades in the industry, with nearly 20 of those years being with Capital. She has …

1
Aravind Srinivas - Building An Answer Engine - [Invest Like the Best, EP.363] 1:09:22

8M ago1:09:22

1:09:22

My guest today is Aravind Srinivas. He is the founder and CEO of Perplexity, a startup that he describes as an “answer engine” built from scratch with AI. Aravind has set out for perplexity to become the most powerful answer engine backed by up-to-date sources. He helps me pick the technology apart, describing the behind the scenes of what it takes…

1
Ali Hamed - Building an Investment Firm - [Invest Like the Best, EP.362] 1:29:09

8M ago1:29:09

1:29:09

My guest today is Ali Hamed. Ali was first on Invest Like the Best six years ago. He was 26 at the time and four years into building his investing firm, CoVenture. Both then and now, Ali is an example of what’s possible when you think creatively. Six years later, CoVenture now manages two-and-a-half billion dollars, and Ali continues to find alpha …

1
Cyan Banister - Investing for a Higher Purpose - [Invest Like the Best, EP.361] 1:25:37

9M ago1:25:37

1:25:37

My guest today is Cyan Banister. Cyan’s life story is remarkable. She was homeless at a young age, dropped out of high school, and five years ago she suffered an extremely rare stroke. Yet, in spite of everything, she is one of the most optimistic and curious people you can hope to meet. Cyan is also one of the great angel investors of this era, ha…

1
Danny Meyer - The Power of Hospitality - [Invest Like the Best, REPLAY] 49:47

9M ago49:47

49:47

Today, we're replaying my conversation with Danny Meyer. He is the founder and CEO of Union Square Hospitality Group, which comprises some of the most acclaimed restaurants in New York, like Gramercy Tavern and Union Square Café. Danny is also the founder and chairman of Shake Shack, which began in NYC but is now a publicly traded company with hund…

1
Chuck Akre - The Three Legged Stool - [Invest Like the Best, REPLAY] 48:41

9M ago48:41

48:41

Today, we're running a replay of my 2019 conversation with legendary investor Chuck Akre. Chuck founded Akre Capital Management in 1989, which now manages approximately $14B dollars. We discuss his investing style and his “three-legged stool” for evaluating companies. Please enjoy this great conversation. Listen to Founders Podcast For the full sho…

1
Alex Telford - Unlocking Innovation in Pharma - [Invest Like the Best, EP.360] 59:00

9M ago59:00

59:00

My guest today is Alex Telford. Alex is the founder of Convoke, a software platform to help streamline drug development and commercialization. He also has been writing frequent blog posts on the biotech industry since 2019, keeping a pulse on the direction of innovation. He joined me today to talk about the history of the pharmaceutical industry an…

1
Madhavan Ramanujam - How to Price Products - [Invest Like the Best, REPLAY] 56:05

10M ago56:05

56:05

My guest today is Madhavan Ramanujam. Madhavan quite literally wrote the book on how to price products. It’s called “Monetizing Innovations” and his concepts have been used by companies across the world like Porsche, Uber, LinkedIn, and SuperHuman. Our conversation is a masterclass on pricing. We discuss common mistakes when pricing products, why y…

1
Daryl Morey - Systems Thinking in Sports - [Invest Like the Best, REPLAY] 1:03:10

10M ago1:03:10

1:03:10

This week, we are running a replay of my conversation with Daryl Morey from last year. Daryl is the President of basketball operations for the Philadelphia 76ers. Together with my friend and past guest of the show, Sam Hinkie, Daryl pioneered the analytics movement in basketball. He’s been so influential his style has its own name, “Moreyball”, a n…

1
Michael Ovitz - Knowledge Is Power - [Invest Like the Best, EP.359] 1:48:55

10M ago1:48:55

1:48:55

My guest today is Michael Ovitz. Michael is the legendary talent agent and co-founder of CAA, or Creative Artists Agency. Michael started CAA in 1975 and over the next twenty years, he built it into the world’s most formidable talent agency, changing Hollywood forever. The list of stars he’s worked with is endless, from Meryl Streep to Steven Spiel…

1
Erik Serrano - Investing in Investment Firms - [Invest Like the Best, EP.358] 1:25:32

10M ago1:25:32

1:25:32

My guest today is Erik Serrano. Erik is the CEO of Stable Asset Management, which he started 14 years ago in his early 20s and has scaled to over $3 billion in AUM. Unusually, Stable’s strategy focuses on other investing firms. They look to back the Blackstone's of tomorrow and provide those founders with capital and support so their time is spent …

1
Doug Leone - Lessons from a Titan - [Invest Like the Best, REPLAY] 1:09:15

11M ago1:09:15

1:09:15

This week we are replaying our episode with Doug Leone. Doug led one of the world’s most successful venture firms, Sequoia, for over 25 years after he was given responsibility for the firm by its founder, Don Valentine, in 1996. Alongside Mike Moritz, the pair managed its expansion from a single $150m early-stage fund into an $85 billion global pow…

1
Justin Ishbia - Lessons from Acquiring 586 Companies - [Invest Like the Best, EP.357] 1:13:21

11M ago1:13:21

1:13:21

My guest today is Justin Ishbia. Justin is the Founding Partner of Shore Capital. Shore is a private equity firm that invests in microcap businesses within industry niches. With $7 billion in capital deployed but an average transaction size of just $12 million, Justin has worked to build a system to drive success for hundreds of businesses through …

1
Gavin Uberti - Real-Time AI & The Future of AI Hardware - [Invest Like the Best, EP.356] 1:23:47

11M ago1:23:47

1:23:47

Today, my guest is 21-year-old Gavin Uberti, who dropped out of Harvard to build Etched, which is one of the most fascinating companies I’ve seen. The topic of our conversation is the ongoing revolution in artificial intelligence, and more specifically the chips and technology that powers these incredible models. To date, general-purpose AI chips l…

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