Nir Kaissar is the founder and portfolio manager at Unison Advisors. We cover the disconnect between strong economic numbers and sentiment, the systemic risk from Private Equity, and the Magnificent Seven.

Aaron Edelheit is the CEO and Portfolio Manager at Mindset Capital. We cover the opportunity in the Cannabis industry, why a value investor raised a venture fund, and the value of a "hard break" from work.

Eric Golden is the host of Making Markets and the founder of Canopy Capital. We cover the consensus view of inflation, the growth of Wealth Management, and the Bitcoin Halving.

Brutus Clay is the Chairman and CEO of Runnymede Farm. We cover the economics for breeding racehorses, how buyers ascribe value and generate ROI, and the state of the horse racing industry.

Yossi J Levi is the founder & CEO of Car Dealership Guy. We cover the Car Dealership Guy media business, take an overview of the US car market, and discuss the opportunity to build the "Spirit Airline of cars".

Bored is a famous pseudonymous Twitter personality and the founder of EDISON. We cover the video games industry, the impact of blockchain and AI, and Bored’s new gaming venture for massive multiplayer events.


Jannick Malling is the co-founder and co-CEO of Public.com. We cover how new-age brokerages won against Fidelity and Schwab, the different business models for brokerages, and how AI will transform the industry.

Paul Goodrich is the Vice President of Laborers' Union Local 151. We cover the need for labor unions, the mechanics of how they operate, and public versus private unions.

Jim Bianco is the President of Bianco Research. We cover his contrarian view of interest rates, how COVID changed the consumer, and the new reality of remote work.

Haseeb Qureshi is a Managing Partner at Dragonfly Capital. We cover his incredible backstory, his approach to investing in crypto startups, and his biggest miss as a VC.