Invest Like The Best

Ep.436

Full-Contact Capitalism

Andrew Milgram is the founder of Marblegate Asset Management. We cover how one-third of the economy has had its earnings and pricing power hollowed out, why he made a $600 million bet on taxi medallions, and his firm's unique approach to distressed investing built on variant views and data-driven research.

08.05.2025

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Business Breakdowns

Ep.225

PE Perspective on Insurance Brokers

Aaron Cohen is the Managing Director of the Financial Services and Technology Group at GTCR. We cover how brokers are winning the battle against insurance carriers, why proven leadership makes such a difference in this sector, and the remarkable story of building Assured Partners from the ground up - twice.

08.07.2025

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Founders

Ep.397

#397: Jiro Ono: Simplicity Is The Ultimate Advantage

David Senra is the host of Founders, where he studies history's greatest entrepreneurs. This is what he learned from reading the transcript of the documentary Jiro Dreams of Sushi.

08.04.2025

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Invest Like The Best

Ep.427

The Gift and The Curse of Staying Private

Bill Gurley is a former General Partner at Benchmark Capital. We cover the breakdown of incentives that created over a thousand "zombie unicorn" companies, how late-stage venture firms have largely eliminated the need to go public to access funding and liquidity, and the investing implications if AI turns out to be the single greatest platform shift of our lifetime.

06.10.2025

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Brie Wolfson

June 2025

Flounder Mode

Kevin Kelly on a different way to do great work

50X

Ep.1

Asurion: The Early Days (‘95-‘01) with Kevin Taweel

Kevin Taweel is the co-founder and Chairman of Asurion. We cover the process for identifying the perfect acquisition target, how vertical integration revolutionized the handset insurance industry, and the pivotal capital allocation decisions that drove Asurion's growth.

05.07.2025

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Business Breakdowns

Ep.218

Moncler: The Après Playbook

Chris Davies is an investment manager at Baillie Gifford. We cover Moncler's evolution from making mountaineering gear into a luxury fashion empire, the strategic imperative behind their acquisition of Stone Island, and how their shopping experience differentiates the brand in the crowded outerwear market.

05.30.2025

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Founders

Ep.396

#396: The Obsession of Enzo Ferrari

David Senra is the host of Founders, where he studies history's greatest entrepreneurs. This is what he learned from reading The Story of Ferrari by Stuart Codling and rereading Enzo Ferrari by Luca Dimonte, Enzo Ferrari by Brock Yates, and Go Like Hell: Ford, Ferrari and Their Battle for Speed and Glory at Le Mans by A. J. Baime

07.30.2025

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Invest Like The Best

Ep.355

A Conversation with Charlie Munger & John Collison

Charlie Munger was the vice chairman of Berkshire Hathaway. In this conversation with Stripe's John Collison, recorded last year, he shares the ingredients for long-term business success, his thoughts on American society writ large, and what makes Berkshire special.

12.05.2023

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Dom Cooke

July 2025

The Man With the Hot Hand

The dizzying rise, brief fall, and white-hot resurgence of Abstract’s 34-year-old founder, Ramtin Naimi

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