Building an Investment Firm

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(00:00:00) - Welcome to Invest Like the Best

(00:03:11) - First Question - The Journey of Building an Investment Firm

(00:15:08) - The Influence of Time and Scale on Asset Classes

(00:22:39) - The Power and Potential of YouTube's Asset Class

(00:27:33) - The Future of Real Estate and Housing Supply

(00:30:15) - The Challenges of Investing in Platform Economies

(00:36:44) - The Pitfalls of Capital Formation in Asset Management

(00:45:17) - The Evolution of Venture Portfolio

(00:51:14) - The Approach to AI and Other Emerging Technologies

(00:54:42) - The Mispricing in Private Credit

(00:58:46) - Building the People Side of the Business

(01:04:21) - The Challenges and Opportunities in Valuation

(01:19:40) - The Impact of Michael Ovitz on CoVenture

(01:23:11) - The Kindest Thing Anyone Has Ever Done For Him