Aswath Damodaran is a Professor of Finance. We cover why inflation is such a dominant force in today's market, the importance of narrative when valuing companies, and his contrarian thoughts on the future of ESG.

Eric Mandelblatt is the founder and CIO of Soroban Capital. We cover how the global push towards decarbonization could have massive impacts on the industrial economy, the supply and demand forces at work in commodities production, and why energy and materials represent such a small share of the market today.

Frank Slootman is the chairman and CEO of Snowflake. We cover the ways he evaluates teams, why he hates incrementalism, and the importance of narrowing your focus.

Daniel Ek is the CEO and founder of Spotify. We cover differences between the world of bits and atoms, how Daniel gets up to speed in challenging new fields, and how Spotify aims to nurture the evolving creator ecosystem.

John Collison is the co-founder of the digital payments company Stripe. We discuss conglomerates, the power of writing, and why board members are like Pokémon characters.

Cyan Banister is a partner at Long Journey Ventures. We cover why spirituality is an increasingly investable area, the power of staying curious in the face of adversity, and her best stories about everything from Uber to Bill Murray.

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.

David Einhorn is the President of Greenlight Capital. We cover the highs and lows of an illustrious career, his views on the current issues facing the banking sector, and how he has evolved as an investor over time.

Doug Leone is a Partner at Sequoia Capital. We cover his lessons from four decades at Sequoia, what makes for great go-to-market motions, and survey the changing landscape of venture and founders.

Karen Karniol-Tambour is the Co-CIO for Sustainability at Bridgewater Associates. We cover a variety of the most important themes in the market today, how each of them has become more important for investors, and what today's 60/40 portfolio might look like.

Carl Kawaja is a long-time portfolio manager at Capital Group. We cover Carl’s criteria for building conviction around long-term holdings, his views on uncertainty, and his belief that failure is key to a great investing career.

Charlie is an investor and the former head of strategy at Microsoft. We cover what kills startups at each phase of their funding, the importance of recruiting the best people, and how boring investments can be successful.

Ken Langone is an American billionaire businessman best known for organizing financing for the founders of The Home Depot. We cover his core business values of integrity and loyalty, Home Depot's relentless focus on culture, and why he's an advocate for American capitalism.

Michael Ovitz is the co-founder of CAA. We cover the best stories and lessons from Michael's all-star cast of clients, why speed and scale were critical ingredients to CAA's success, and how he's translating his legendary work ethic and talent spotting to the investing arena.

Brad Jacobs is the Executive Chairman of XPO. We cover the ins and outs of raising capital and making acquisitions, what building billion-dollar businesses has taught him about successful cultures, and how to spot and harness emerging technology trends.

Sarah Friar is the CEO of Nextdoor. We cover what excellence looks like in a number of different executive roles, the lessons Sarah ported over from her time as an equity analyst, and how Nextdoor is fostering connections between people and businesses in their local areas.

Kevin Systrom and Mike Krieger are the co-founders of Instagram. We cover data and machine learning, growth and distribution in startups, and lessons in leadership.