Invest Like The Best
Table of Contents Heading
- Why To Claim Podcasts?
- Best For Niche Investors :
- Reviews For Invest Like The Best
- Invest Like The Best, Book With Diskette
- Notes From Invest Like The Best: Ali Hamed
- Notes From Invest Like The Best Podcast: David Epstein
- Best For Beginner Investors :
The method involves pulling the best from both worlds and combining them into a hybrid structure. But it will be impossible without a wholesale change in mindset, which is where we begin. I chose this team because they are the pioneers of mold breaking honesty and personality in our industry. They all figured out that just being themselves yields incredible results.
Of course, they’ve never done anything like this before. No one had ever built suits for the moon before. The way they all came together is another fantastic story. What I’m really proud of is that we take you there. You experience it as if you’re there with these people as it’s happening.
It’s the five years to be an overnight success story. The numbers are enormous now, but the number was 571 people in the first episode for me. They’re there because you guys love the stuff so much, you put a lot of effort into it, and you’re there to learn. They get to as well, and then they’re motivated to go apply those learnings, call that person, engage in that company, or whatever the case may be. Whether that’s as a customer, as capital, as talent, or as a fan.
Why To Claim Podcasts?
Today, Sweetgreen operates in 11 markets and will have about 160 restaurants across the US by the end of 2021. I hope you enjoy my conversation with Jonathan Neman. I am grateful for the time he gave me to discuss my style and point of views on investing and glad I got to make him laugh. Patrick has one of the most popular investing podcasts which I have linked to here in the past. I think there’s a lot of things that you have to make sure you’re fully aware of when you’re investing, and I think that people tend to jump to a simplistic idea and think that it’s done.
Want to meet other curious investors, get in good shape, and support a fantastic cause? Consider joining a great group to hike 28 miles in honor of those who have fallen in defense of our nation. I hope you enjoy this conversation with Boyd and check back tomorrow for another conversation with the Vartys. This conversation with Boyd is about our shared experience called “track your life” which I couldn’t recommend more highly.
You’re getting the positive side effects of me externalizing that process in a radically transparent way. One of my favorite questions is what is hardest to replicate about any given person, company, or thing? I don’t know how much money would take to replicate Acquired. It’s its own thing, and that’s true of the best media properties.
Deep Basin does almost the exact opposite of what us quants do. In fact, their entire goal is to build a portfolio of mostly idiosyncratic or stock specific risk, the very thing us quants mostly remove from portfolios.
Best For Niche Investors :
When I re-listened to this episode I couldn’t believe how much information was in Matthew’s head and how easily he covered so many topics in depth. My guests this week are Jeremiah Lowin and Chetan Puttagunta. Jeremiah is the founder of Prefect.io, an open-source software company where my family and I are investors, and Chetan is a partner at Benchmark Capital.
We discuss the lessons he’s learned about business, investing, and people from such a large sample size of companies. I won’t reveal any more here, I highly recommend you just listen to Charlie and learn. My guest this week is Turner Novak, a partner at Gelt VC. Many of the largest companies in the world today are consumer social companies, so Turner and I discuss the past, present, and future of those businesses. When executed right, they are often the fastest-growing companies in history, and the rise of TikTok and some other companies we discuss makes it clear that there may always be more room at the top. The network effects that support these companies make them unique beasts to analyze, and Turner’s writing has been among my favorite content on the topic.
Within the broader investing world there are specific niches you may be drawn to. Real estate, for example, is a specific subset of investing that has an entirely different set of considerations and expectations, apart from investing in stocks or funds. Under that broad umbrella, you may niche down further into self-storage investing or vacation rentals. If you’re trying to find your niche or you’ve found it and are ready to master it, Invest Like a Boss is the podcast that can help.
In particular, Bill talks about what drives network effects and what he looks for in marketplace businesses before investing. Most people have noticed, it feels like we’re living through this deluge of sequels, such as Marvel movies.
Reviews For Invest Like The Best
This week’s episode features the partners of the Collaborative Fund, a venture-capital firm based in New York City. The quality of a team is crucial to success in investing and this is a great example of a team with chemistry on a singular mission. They all offer great advice on how to operate a business, build a team, and find interesting new investments. My guest this week is Joe Mansueto, the founder, longtime CEO and current executive chairman of Morningstar, Inc.
Using many individual companies as examples, Ryan explains some of the major predictive factors they’ve uncovered in their research. We also discuss which parts of the private markets might be infiltrated by quant processes first, and which may never be.
Invest Like The Best, Book With Diskette
There are so many great ideas generated every week, and the way the interviews are conducted is outstanding. Always extremely well prepared and insightful.We actually applied some of the concepts I found on this podcast in our company. Episode 8 about the restaurant business is extremely helpful thinking about the concepts of business innovation. Episodes are a packed primer on business concepts, tech trends and industries. I’m in my first 6 years of work so to hear from these experts is like free continuing ed . Patrick continues to pick diverse guests so no two episodes are the same.
- My guest today is Carlos Brito, CEO of Anheuser-Busch InBev.
- That’s really the only thing I try to focus on doing, and then just build systems—solve problems with technology, not with people.
- My guest this week is Josh Wolfe, co-founder and managing partner at Lux Capital.
- I’m not sure what to do other than laugh in amazement at his professional credentials — PhD in economics, CFA, CPA, lawyer, speaks six languages, and so on.
- Who would have thought facilitating payments for Beanie Baby trades could be so lucrative?
- Different podcasts focus on different topics so you may be more interested in one if you’re a novice investor and a different one if you’re an experienced investor.
- I especially loved her evolving take on housing in America.
Before Paxos, Charles co-founded institutional asset management complex Cedar Hill Capital Partners in 2005 and its blockchain-focused venture capital subsidiary, Liberty City Ventures . Our conversation is less about cryptocurrencies and more about the history, current state, and potential future states of our financial system. My guest today is Chad Cascarilla, here to discuss some of the tail risks in the economy and markets as of March 24th in the midst of the Coronavirus pandemic. Chad was one of the most successful investors during the global financial crisis with a specialty in the banking and finance systems. He now runs Paxos, a trust company which trades and custodies unique products like pax gold, bitcoin, and other tokenized assets including simple pax dollars. Wallach, one of the more interesting investors I’ve come across.
Everything is hard, and usually much harder than we can fathom. All the best people I’ve met through the podcast just don’t let that stop them. They also seem to develop an awareness of this constant difficulty and just become used to it. I think most people will agree that the journey of discovery is often tedious, filled with dead ends, and above all random. My favorite example of this persistence through randomness was my conversation with Josh Wolfe, which I recommend in its entirety. I also often see what I call strange intersections. Picture a Venn diagram with tiny, but interesting, overlap.
Notes From Invest Like The Best: Ali Hamed
More specific to investing, many of my guests have a clear focus on downside risk protection. Several people have told me that there are common ways that things go wrong, but many more unknowable reasons things go right. So instead of trying to predict what will work, focus on avoiding the common pitfalls. My favorite example again came in Africa, being told 100 times to not run when lions charged us. It is a common and known risk factor , but one that was easily mitigated.
He is obsessed with productivity and happiness, and we spend a long time on those topics. One of the most interesting experiments I’ve heard about on the podcast is his Happiness project, for which he interviewed more than 100 of the wealthiest people in the world. The lessons he gleaned from those conversations are very helpful, and I won’t soon forget the lesson related to sacrifice. We also discuss asteroid mining, networking, shared experience, and philosophy. Nikhil’s take on crypto has always been refreshing to me. In fact the first time I met him he was throwing cold water on a room full of enthusiastic crypto investors. Within crypto we discuss business opportunities, mining, and how new retail and institutional capital will affect the asset class.
Idea after idea, the guy does not quit; Josh is shockingly brilliant. His humble beginnings and background are super interesting. He’s completely shot out of a cannon, delivering the goods on investing, the technology world, and where we may be headed in the future. When Patrick says, “this is who you are up against,” he is basically saying, good luck competing with people like Josh Wolfe. As Co-founder and managing partner of Lux Capital, Josh Wolfe has a front-row seat to the world of investing.
Notes From Invest Like The Best Podcast: David Epstein
He just did it all because he’s a learning fiend. My guest this week is a version of me—a funnier, cooler version who has a PhD and served as an active duty marine.
What’s interesting about this is that it’s often quite hard to get investors talking, and that’s a fun challenge. On the podcast side, it’s something like every week you get more listeners who are incredible. Who can have a positive impact on the guest, which then helps you get even more interesting guests who then help you grow the audience and you spin that flywheel?
In celebration of the one year anniversary of invest like the best, I asked Josh Brown, Mike Batnick, and Barry Ritholtz to join me for a hour, during which I spent more time laughing than asking questions. The investment strategy discussed in this week’s episode is diametrically opposed to my own value tendencies, but it still one that has done exceptionally well. We explore tech investing outside of Silicon Valley, the tech accelerator model, the evolution of early stage investing, and why the best companies may start coming out of non-traditional venture hubs.
Discord is one of the largest and fastest growing social networks in the world. It has the potential to become the default digital “third place” that we go to find belonging in a variety of online communities. With over 100 million users, it’s also one of the most interesting communications service businesses since the original social networks rose to power. This episode of Founder’s Field Guide is sponsored by Klaviyo.