Featuring

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

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

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

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

Issue 03
Colossus
September 2025Colossus is the premier publication for definitive accounts of investors, founders, companies, and the people & ideas that inspire them.
Issue 03 features profiles of Ramtin Naimi and Kevin Kelly, an exclusive peek at Anduril’s R&D machine, an in-depth exploration of how AI will change private markets, and a gonzo-style look at the protocols and productivity drugs powering Wall Street and Silicon Valley.

Invest Like The Best
Ep.426
Inside Apollo
John Zito is the Co-President of Apollo Global Management. We cover the secrets behind Apollo's origination engine, their plan for capturing a greater share of client portfolios, and why companies are abandoning banks and embracing private credit for financing deals.
06.03.2025

Joys of Compounding
Ep.18
The Art of Compounding
Mitch Rales is the co-founder of Danaher. We cover the formula behind four decades of compounding success, why benchmarking and continuous adaptation are essential to building a winning organization, and the fishing trip that inspired his philanthropy.
04.29.2024

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

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

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

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

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