TopPodcast.com
Menu
  • Home
  • Top Charts
  • Top Networks
  • Top Apps
  • Top Independents
  • Top Podfluencers
  • Top Picks
    • Top Business Podcasts
    • Top True Crime Podcasts
    • Top Finance Podcasts
    • Top Comedy Podcasts
    • Top Music Podcasts
    • Top Womens Podcasts
    • Top Kids Podcasts
    • Top Sports Podcasts
    • Top News Podcasts
    • Top Tech Podcasts
    • Top Crypto Podcasts
    • Top Entrepreneurial Podcasts
    • Top Fantasy Sports Podcasts
    • Top Political Podcasts
    • Top Science Podcasts
    • Top Self Help Podcasts
    • Top Sports Betting Podcasts
    • Top Stocks Podcasts
  • Podcast News
  • About Us
  • Podcast Advertising
  • Contact
Not in our directory?
Add Show Here
Podcast Equipment
Center

toppodcastlogoOur TOPPODCAST Picks

  • Comedy
  • Crypto
  • Sports
  • News
  • Politics
  • True Crime
  • Business
  • Finance

Follow Us

toppodcastlogoStay Connected

    View Top 200 Chart
    Back to Rankings Page
    Business

    Invest Like the Best with Patrick O’Shaughnessy

    Conversations with the best investors and business leaders in the world. We explore their ideas, methods, and stories to help you better invest your time and money. Hear stock market and boardroom insights you can’t find anywhere else. If you’re a professional investor, CEO, entrepreneur, or business strategist, this is for you. Explore all our episodes and learn more at https://www.colossus.com

    Advertise
    • Apple Podcasts
    • Google Play
    • Spotify

    Latest Episodes:
    Sheel Tyle - The Future of Venture Capital - [Invest Like the Best, EP.70] Jan 02, 2018
    Show notes

    My guest this week is Sheel Tyle, who at just 26 years old has already had a successful career in venture capital. His most recent stint was as the co-head of the seed investing business at NEA, the largest venture capital firm in the world, where Sheel was also a partner. Now, Sheel has set off on his own, setting up his own firm called Amplo and having recently raised a $100M venture fund where he is the sole general partner. He aims to invest with young, mission driven entrepreneurs with a global focus. As you can tell from this resume, which also includes a degree from Stanford and a law degree from Harvard, this is one ambitious guy.

    There are several aspects of this conversation that will really stick with me, specifically his points on networking and the smartest decision that he’s seen entrepreneurs make. I also loved our discussion of some of the same trends we explored last week with Chris Dixon—topics like drones, automated cars, and blockchain, where Sheel often has a different take than the consensus.

    Please enjoy my conversation on Africa, entrepreneurship, venture capital trends, technology, and more with Sheel Tyle.

    For more episodes go to InvestorFieldGuide.com/podcast.

    Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.

    Follow Patrick on Twitter at @patrick_oshag

    Books Referenced

    Originals: How Non-Conformists Move the World

    Links Referenced

    Andela

    OneConcern

    Andy Rachleff Podcast Episode

    Mark43

    TechCrunch

    VentureBeat

    Bill Draper (author)

    Show Notes

    2:20 - (First Question) Sheel’s upbringing and how it shaped his interest in Africa

    4:43 – The outlook for Africa

    6:10 – Primary differences in valuations and momentum in Africa vs opportunities in other places which Sheel conveys through the story of Andela

    10:45 – The perspective returns of venture capital investments

    15:16 – Does the hyperfroth in ICO’s serve as a threat to traditional venture capital

    17:53 – Where Sheel falls on the importance of networking in terms of his venture capital interests

    20:38 – The stronger impact of a smaller, more tight-knit network

    22:46 – Sheel’s feelings on driverless cars and the timeline for this sector

    27:17 – What are the positive side effects of driverless cars taking over

    29:01 – What is the best way to invest in driverless cars from a venture capital standpoint

    31:30 – Sheel’s overrated/underrated take on different technology spaces

    31:30 – VR/AR

    32:21 – Blockchain

    32:54 – Machine learning/AI

    33:41 – Drones

    34:53 – Other categories that we should be thinking about

    36:54 – OneConcern

    38:21 – Should entrepreneurs be raising more money over future liquidity concerns of the venture capital markets

    39:40 – What are the places that Sheel can help a founder in the early stage formation of the company

    40:02 – Andy Rachleff Podcast Episode

    42:53 – What does the breakdown of domestic vs international investments potentially look like in fund 1 for Sheel

    44:53 – Sheel’s most memorable travel experience

    47:34 – what is the best decision Sheel saw a founder make

    48:10 – Mark43

    50:31 – Resources for people interested in venture capital

    51:06 – TechCrunch

    51:07 – VentureBeat

    51:17 – Bill Draper (author)

    51:25 – Originals: How Non-Conformists Move the World

    Learn More

    For more episodes go to InvestorFieldGuide.com/podcast.

    Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub

    Follow Patrick on twitter at @patrick_oshag


    Chris Dixon – The Future of Tech - [Invest Like the Best, EP.69] Dec 26, 2017
    Show notes

    My guest this week is Chris Dixon, who has written some of my favorite essays on technology and venture investing. Chris is a prolific investor and thinker, having been an entrepreneur, angel investor, and now partner at the well-known venture capital firm Andreessen Horowitz. Our conversation focuses on major trends in technology, including cryptocurrencies and the future of autonomous vehicles and drones. Chris has a rule of thumb for technology trends: find out what smart people are working on during the weekend, and you’ll know what other will be doing years in the future. After surveying his old essays, it’s clear you use Chris’s writings as a similar litmus test.

    Hash Power is presented by Fidelity Investments Please enjoy this great conversation with Chris Dixon on the future of tech.

    For more episodes go to InvestorFieldGuide.com/podcast.

    Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.

    Follow Patrick on Twitter at @patrick_oshag

    Books Referenced

    Technological Revolutions and Financial Capital: The Dynamics of Bubbles and Golden Ages

    Who Controls the Internet?: Illusions of a Borderless World

    Links Referenced

    Douglas Hofstadter

    Daniel Dennett

    How Aristotle Created the Computer

    New Yorker Cover on automation

    The World of Numbers website

    Jerry Neumann podcast episode

    David Tisch podcast

    ERC-20 Token Standard

    Eleven Reasons To Be Excited About The Future of Technology

    Show Notes

    2:04 (First Question) – Why did Chris choose to study philosophy

    2:23 – Douglas Hofstadter

    2:24 – Daniel Dennett

    3:20 – How Aristotle Created the Computer

    3:35 – Where has his thinking and viewpoints changed the most having been in the real world

    4:42 – What is the real driving force behind all of the technology that we are creating and will automation kill all of the jobs

    6:16 – New Yorker Cover on automation

    6:57 – The World of Numbers website

    8:36 – A look at his history in networks and network design

    11:03 – Technological Revolutions and Financial Capital: The Dynamics of Bubbles and Golden Ages

    11:07 – Jerry Neumann podcast episode

    12:32 – Who Controls the Internet?: Illusions of a Borderless World

    13:06 – What are the market and technological forces that make it difficult to regulate software hardware companies

    14:39 – The best features of proprietary centralized networks and open networks

    16:40 – What things are better centralized vs decentralized

    22:30 – David Tisch podcast

    23:03 – When it comes to cryptocurrencies, what are the concerns that the protocols themselves hold value and could this lead to centralization of the system problems

    24:02 – Block size debate (topic)

    26:40 – ERC-20 Token Standard

    27:23 – Is the blockchain the answer to the stagnation of the big tech players

    34:39 - How does Chris think about the dichotomy of investing in people vs technologies

    34:59 – Eleven Reasons To Be Excited About The Future of Technology

    37:45 – What organizational structures of companies are most compelling

    41:50 – Any major trends in technology a cause for concern for Chris

    44:09 – What major trends is Chris passionately pursuing

    51:15 – If everyone agrees on a future trend of technology, can you still make money investing in them

    52:20 – How do you encourage younger people to approach the world and a career differently in this ever-changing world

    57:39 – Kindest thing anyone has done for Chris

    Learn More

    For more episodes go to InvestorFieldGuide.com/podcast.

    Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub

    Follow Patrick on twitter at @patrick_oshag


    Sorin Capital – Retail Contrarians - [Invest Like the Best, EP.68] Dec 19, 2017
    Show notes

    So far I’ve spent no time in the podcast discussing real estate, so I was excited to get the chance to talk to the team at Sorin Capital, a billion dollar hedge fund which specializes in commercial real estate, REITs, and commercial mortgage backed securities. Sorin is lead by Jim Higgins, who founded the firm, and Tom Digan, who coincidentally was a college classmate of mine at Notre Dame. You’ve probably heard me joke that this podcast should be called “This is who you are up against,” and this episode is a good example. I always enjoy exploring a niche part of the market, and this conversation on real estate is a perfect example of the type of work that firms do on behalf of their clients. Please enjoy my conversation with the team from Sorin Capital.


    Show Notes

    2:43 - (First Question) –Outline the Real Estate Investment Trust world and what the assets and total value look like

    6:10 – What does the profile of investors in the space look like compared to investors in the broader debt markets

    9:43 – What are the characteristics of a liquid real estate portfolio that make them so attractive to investors

    10:54 – Looking at the history of Sorin Capital and how the business has evolved to where it is today

    12:35 – Understanding the idea of securitization of commercial mortgages

    17:01 – What really led to the formation of Sorin after working for Bear Stearns

    20:19 – Looking at the retail sector in real estate in the scope of actual trades that are being made

    25:08 – From an investing standpoint, how do you craft a portfolio that takes advantage of the real estate space as retail appears to be suffering on the surface

    30:09 – The different type of real estate investments in the retail sectors and what piece of the pie do they make up

    32:43 – How does the business model of the mall work and why is it so connected to the department stores

    34:08 – What is the future of malls itself with the big changes happening to the legacy stores that helped them proliferate

    37:44 – Why won’t the same thing that has happened to apparel stretched to all sectors of the retail industry

    39:09 – How do they search for inefficiencies in the market

    41:20 – One of the craziest things they saw on the road that outlined real world craziness in real estate investment

    42:23 – What is the duration involved in these types of investments

    44:41 – How the portfolio is positioned across these different real estate types

    47:49 – Why haven’t others come in and taken advantage of the investments that Sorin is able to

    49:03 – Reaction to the idea that the growth of passive ETF’s and investing styles has lengthened the time over which certain inefficiencies would be corrected and are distorting things

    51:27 – How much does momentum play into their thinking

    54:19 – How evenly distributed are the vintages of these ten year cycles

    57:15 – Explaining the idea of deep value bottom up work in the real estate investment world that they have done a deep dive on

    59:31 – Best stories from boots on the ground visits

    1:04:04 – The origin story for the original Sorin partnership

    1:04:42 – Ugly Americans: The True Story of the Ivy League Cowboys Who Raided the Asian Markets for Millions

    1:04:43 - Liars Poker

    1:04:44 – Barbarians at the Gate: The Fall of RJR Nabisco

    1:07:51 – What was it like for Tom getting started and the lessons he learned after an incredible hard time for the market

    1:09:24 – What was it like for Jim coming through the crisis

    1:11:18 – What is the trend for funds to craft investments specific to investors vs having them buying products that they produce

    1:18:29 = Are other hedge fund firms moving to a client demand or solutions-based model? Or are we still very early in the transition

    1:22:50 – What would the generalists miss in this space vs someone like Sorin that is a specialist


    Franklin Foer – World Without Mind - [Invest Like the Best, EP.67] Dec 12, 2017
    Show notes

    My guest this week is Franklin Foer, the author the recently published book “World Without Mind.” The topic of our conversation is one that I’ve been thinking through often this past year: the impact that large technology companies have on our minds and behavior. This conversation is only indirectly related to markets, but given that the companies we discuss are now several of the largest by market cap in the global stock market, what happens to them likely impacts all of our portfolios whether we own them or not. Given that these companies compete for our attention and dollars, they also affect our businesses.

    As an example, My friend Brent Beshore and his team at Adventures wrote a long and incredibly thoughtful piece on how they think about Amazon as a force in the market, and how they plan on navigating around such a fierce competitor.

    Franklin’s book, especially the early history, is very thought-provoking, so it was no surprise that our conversation was too. Please enjoy our talk on the tech giants.

    For more episodes go to InvestorFieldGuide.com/podcast.

    Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.

    Follow Patrick on Twitter at @patrick_oshag

    Links Referenced

    Free PDF of The Whole Earth Catalog

    Amazon Must Be Stopped (New Republic)

    Hannah Arendt Philosophy

    Time Well Spent

    Books Referenced

    World Without Mind: The Existential Threat of Big Tech

    The Whole Earth Catalog

    The Lessons of History

    Show Notes

    1:40 - (First Question) – As part of Jonathan’s new book, World Without Mind: The Existential Threat of Big Tech, exploring the idea of the whole earth catalogue.

    4:09 – The Whole Earth Catalog

    4:36 – Free PDF of The Whole Earth Catalog

    4:49 – What happened next for Brand and how he laid the early groundwork for today’s modern Silicon Valley

    7:43 – Franklin’s personal journey into writing this book

    10:00 – Amazon Must Be Stopped (New Republic)

    11:48 – Thoughts on the advancement of technology in our world

    15:52 - Filling the gap into Brand’s influence on Silicon Valley from the early 80’s to today

    18:57 – How does the current state of the free internet without gatekeepers hold up for the next generation

    20:53 – Is there a chance that technology’s unlimited mining of our attention is not the horrible thing we often make it out to be

    24:47 – What are the ways we can have a free internet and other technologies, but not let them get perverted

    28:09 – How will people respond to our tech monopolies

    31:54 – The Lessons of History and the rise and fall of centrist powers

    33:02 - A look at Franklin’s work and how its impacted by the reliant on a few large tech companies

    35:28 – The dangers that tech giants like Facebook, Amazon, etc, have created for us

    40:45 – Is there a technology, company, or trend that Franklin is really excited for

    42:19 – Will there be movements that emphasis detachment from technology

    44:05 – Why most innovations have happened to people thinking in a very separated or contemplative mode

    45:58 – What’s the most exciting thing that Franklin is thinking about now

    49:30 – What was the most memorable content in researching this book that Franklin would suggest other check out

    49:59 – Hannah Arendt Philosophy

    52:37 – Are there specific things that Franklin does to be more contemplative

    53:26 – Time Well Spent

    54:47 – Kindest thing anyone has done for Franklin

    Learn More

    For more episodes go to InvestorFieldGuide.com/podcast.

    Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub

    Follow Patrick on twitter at @patrick_oshag


    Adam Ludwin - A Sober View on Crypto - [Invest Like the Best, EP.66] Dec 05, 2017
    Show notes

    My guest this week is Adam Ludwin, the founder and CEO of Chain, a blockchain technology company targeted at large enterprises. Before shifting his career to focus solely on crypto, Adam was a venture capitalist focused on FinTech, which is how he came across the Bitcoin whitepaper earlier than most. I called this episode “a Sober View on Crypto” because Adam’s take is so balanced. He is certainly long crypto, both in his portfolio and career, but he is very skeptical of much of what is happening in the ecosystem today. For example, he offers the best reason I’ve heard for not launching an ICO or investing in them.

    If you haven’t read Adam’s widely shared open letter to Jamie Dimon, it has become a must-read piece for crypto-enthusiasts. Read it as soon as you can.

    I edited out an earlier chunk of our conversation as it was largely introductory. If you need a broader introduction to cryptocurrencies, I suggest starting with episode one of Hash Power and working your way forward. One key insight from Adam in our offline discussion what how cryptocurrencies function very much like equities or bonds. Just as equity financing enables the activity of joint stock corporations, cryptocurrencies enable activity in decentralized applications. We pick up our discussion with Adam discussing whether anyone really uses these decentralized apps today.

    Hash Power is presented by Fidelity Investments

    For more episodes go to InvestorFieldGuide.com/podcast.

    Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.

    Follow Patrick on Twitter at @patrick_oshag

    Show Notes

    2:35 - (First Question) – Will anyone use cryptocurrency in the real world at a large scale

    3:43 – The idea of censorship resistance

    12:29 – Will society be accepting of this technology

    14:39 – Why decentralized apps can’t be acquired

    18:24 – The idea of exponential vs linear improvements on a trend and if there are limits to the growth of decentralized technologies

    23:26 – The struggle with early adaption of blockchain

    25:41 – Best application for bitcoin, storing value

    29:52 – Adam’s introduction to cryptoassets and how his thinking has evolved in the space

    36:44 – In this hyper frothy market, is there a situation that makes an ICO exciting to Adam

    43:51 – Even though it appears to be easy money, Adam explains why you shouldn’t just create an ICO

    50:59 – A look at what Chain is doing and what Adam is excited about

    53:23 – How does what Adam is working on help to improve the ledger of his clients

    1:02:00 – Why you can easily be an early investor in crypto currency

    1:04:27 – Kindest thing anyone has done for Adam

    Learn More

    For more episodes go to InvestorFieldGuide.com/podcast.

    Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub

    Follow Patrick on twitter at @patrick_oshag


    Joanne Wilson - Angel Investing and Trend Spotting - [Invest Like the Best, EP.65] Nov 28, 2017
    Show notes

    My guest today is Joanne Wilson, a New York City based angel investor, writer, podcaster, trend spotter, and self-described “woman around town.” Joanne has had a multifaceted and winding career, and began angel investing a decade ago when she put money into NYC-based media company Curbed media which we discuss in detail. Since then, she’s invested in more than 90 companies and been pitched by countless more. She is an instantly likeable person, you can literally tell in 10 seconds you are going to have a great conversation, so it’s no surprise that part of what makes her unique among angels is a very close relationship with many of the founders she backs.

    We cover a lot of ground. We talk about the personality traits of entrepreneurs, Joanne’s evolving investment style, her focus on female founders, fashion, business models, restaurants and a lot more. Please my conversation with the Gotham Gal, Joanne Wilson.

    For more episodes go to InvestorFieldGuide.com/podcast.

    To get involved with Project Frontier, head to InvestorFieldGuide.com/frontier.

    Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.

    Follow Patrick on Twitter at @patrick_oshag

    Show Notes

    2:12 - (First Question) – How does Joanne orient herself towards what’s new, in the context of food in New York city

    4:10 – Can that mindset of forward thinking be cultivated

    5:18 – Latest thing that got Joanne excited before everyone else

    6:57 – Why the new frontier is going niche and local

    10:23 – Joanne’s first investment

    11:48 – Why do VC’s typically stay away from media

    12:55 – How Joanne got into her first investment as a customer

    14:11 – What is the skillset of making money that Joanne as

    14:45 – Can you sense if a founder has that innate ability to just make money

    17:04 – Are there common traits in founders

    18:07 – Joanne’s progression into angel investing after her first investment

    19:58 – Red flags when looking at investments

    20:40 – Impression on growth without goals

    23:30 – Trends among Joanne’s investments

    25:56 – How much knowledge is transferrable between different industries that Joanne invests in

    27:06 – The dichotomy and unique challenges between raising capital with female founders vs male founders

    29:07 – How does Joanne balance her time and stay engaged with all of her investments

    30:50 – Time when Joanne has helped a founder side step a pothole

    31:35 – Most memorable first impression Joanne experienced

    35:05 – How often does someone not have the right idea but is still worth investing in

    37:19 – Why Joanne won’t start a fund

    38:22 – Data on female founders returns and time

    40:38 – Criteria for identifying emerging trends, especially in the more creative/artistic fields

    43:29 – The changing costs of launching a brand, in the contest of fashion

    47:11 – What has Joanne most excited right now

    48:11 – Interesting facts about the fashion business

    52:01 – Kindest thing anyone has done for Joanne

    Learn More

    For more episodes go to InvestorFieldGuide.com/podcast.

    Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub

    Follow Patrick on twitter at @patrick_oshag


    Connor Leonard - Capital Light Compounders & Reinvestment Moats - [Invest Like the Best, EP.64] Nov 21, 2017
    Show notes

    This week’s conversation is an ode to old school, fundamental public market investing. My conversation is with IMC’s Connor Leonard, who spends most waking hours thinking and reading about markets. His mandate is to invest purely as if it was his own money, with no pressure to hug a benchmark, and no pressure to do much of anything other than earn strong long-term returns.

    The portfolio that results from this approach is highly concentrated and unique. Connor’s strategy is to sort companies into four categories based on their type of sustainable competitive advantage. As you’ll hear, the vast majority fall into the first category, which means they don’t have such an advantage and therefore should be largely set aside.

    We spend the majority of our conversation talking about the other three categories: 1) companies with a legacy moat, 2) companies with a re-investment moat, and 3) an interesting category Connor calls “capital light compounders,” which we explore in detail.

    When you step back and think about public markets, you realize how amazing it is that we can, from afar, buy an interest in so many companies around the world. A select few go on to deliver outstanding returns. This conversation highlights how hard that can be, but also how fun and ultimately rewarding. Please enjoy my talk with Connor Leonard.

    For more episodes go to InvestorFieldGuide.com/podcast.

    To get involved with Project Frontier, head to InvestorFieldGuide.com/frontier.

    Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.

    Follow Patrick on Twitter at @patrick_oshag

    Books Referenced

    Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor

    The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success

    Links Referenced

    Pat Dorsey Podcast Episode

    David Tisch podcast

    Will Thorndike Podcast episode

    Show Notes

    2:31 - (First Question) – Trends in value investing

    2:52 – Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor

    4:43 – A look at Connor’s backstory and the history of IMC, parent company of Golden Corral

    8:01 – Why Connor loves the public markets so much

    9:21 – The concept of intrinsic value when looking at companies

    12:36 – How Connor categorizes MOATS

    13:21 – Pat Dorsey Podcast Episode

    14:27 – Legacy MOATS

    16:11 – Reinvestment MOATS

    17:58 – Capital light compounder MOAT

    20:00 – Why classifieds are an interesting business model

    25:12 – Looking at platform businesses

    26:56 – Looking at companies in the 500 million to 5 billion range and what makes it so enticing

    30:34 – What is the process that gets Connor to find investment opportunities

    35:53 – David Tisch podcast

    36:15 – How Connor looks at industry classifications

    41:30 – Connor’s strategy for running his portfolio

    46:36 – The circumstances in which Conno would buy a legacy MOAT company

    46:49 – Will Thorndike Podcast episode

    46:51 – The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success

    49:21 – How do you pick managers that will beat the markets

    52:21 – Second reason to buy a legacy MOAT

    54:48 – Comparing the reinvestment MOAT and Capital A compounder in Connor’s portfolio

    58:16 – Connor’s Mt Rushmore of Capital Allocators

    1:00:03 – Impactful mentorships for Connor

    1:01:52 – kindest thing anyone has done for Connor

    103:04 – What in the discussion with founder of IMC got him the job

    Learn More

    For more episodes go to InvestorFieldGuide.com/podcast.

    Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub

    Follow Patrick on twitter at @patrick_oshag


    Dhani Jones - Adventures in Sports, Business, and Investing - [Invest Like the Best, EP.63] Nov 14, 2017
    Show notes

    My guest this week is unique. As you will hear early and often, he is programmed to go his own way, to, as he says, go one way when everyone else is going another. His name is Dhani Jones, a name I knew as a Notre Dame football fan, because he won a championship with our arch-rivals, the University of Michigan, in the late 90’s. Dhani went on to a long and successful career in the NFL, but even more interesting has been his many pursuits in business and investing outside of football. Like my conversation with Tim Urban, I’ll remember this conversation as a reminder to use a first principles mindset. Dhani seems to have this fresh mindset baked into his character, and as you’ll hear this has led to many a great adventure. Please enjoy my conversation with athlete, businessman, investor, philanthropist, movie buff, and bowtie wearer, Dhani Jones.

    For more episodes go to InvestorFieldGuide.com/podcast.

    To get involved with Project Frontier, head to InvestorFieldGuide.com/frontier.

    Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.

    Follow Patrick on Twitter at @patrick_oshag

    Show Notes

    1:30 - (First Question) – A introduction into Dhani Jones and everything he’s done

    5:35 – How did Dhani change throughout his football career

    9:55 – The power of your mind in every aspect of life

    10:34 – Most memorable experience in the NFL

    13:10 – Making the transition from the NFL to the business world

    18:20 – Looking at Bowtie Cause

    22:40 – The role of creative agencies in Dhani’s ventures and why story telling is so important for him

    26:48 – Looking at some of the TV stuff that Dhani has done, particularly around travel

    28:21 – Dhani’s favorite movie

    30:35 – Back to the joy of travel and “Dhani Tackles the Globe.”

    36:54 – How does Dhani think about risk

    38:56 – Some of the other sports and activities Dhani did while filming his show

    41:45 – The psychological benefit of travel in your personal and business life

    44:41 – Looking into the business part of Dhani’s career

    51:19 – How to expand diversity in the financial world

    54:56 – Kindest thing anyone has done for Dhani

    Learn More

    For more episodes go to InvestorFieldGuide.com/podcast.

    Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub

    Follow Patrick on twitter at @patrick_oshag


    Chris Burniske - How to Value a Cryptoasset - [Invest Like the Best, EP.62] Nov 07, 2017
    Show notes

    This episode is a continuation of the Hash Power series. It is the first of what we will call a Hash Power single—a series of conversations each with a single guest on a specific topic. In this case my guest is Chris Burniske, and the topic is cryptoasset valuation. This conversation is loaded with information, I think you are going to love it.

    Chris recently released book called Cryptoassets, which is a must read for those interested in this field. Chris was at one point the only tradintional buy side analyst covering bitcoin, and is now a partner at a new crypto firm called Placeholder. Chris has developed new frameworks for evaluating and valuing cryptocurrencies, marrying techniques and ways of thinking for several different asset classes to assess the newest asset class. Chris prefers the term cryptoassets because as you’ll hear, several of these tokens aren’t really currencies at all. We discuss the differences between cryptocurrencies, cryptocommodities, and cryptotokens. We begin our conversation with a deep dive into the equation of exchange, which Chris has been using as a starting point for understanding utility value.

    You can see all crypto related conversations at investorfieldguide.com/Hashpower. Please enjoy this conversation with Chris Burniske.

    Hash Power is presented by Fidelity Investments

    For more episodes go to InvestorFieldGuide.com/podcast.

    To get involved with Project Frontier, head to InvestorFieldGuide.com/frontier.

    Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.

    Follow Patrick on Twitter at @patrick_oshag

    Books Referenced

    Cryptoassets: The Innovative Investor's Guide to Bitcoin and Beyond

    Links Referenced

    Hash Power Podcast Documentary

    Nic Carter (twitter)

    Cryptoasset Valuations (Medium)

    Show Notes

    4:58 - (First Question) – Chris’s overall method for evaluating cryptocurrencies

    5:14– Cryptoassets: The Innovative Investor's Guide to Bitcoin and Beyond

    6:47 – The equation exchange

    11:19 – Bonding

    12:35 – How bonding may represent a more efficient way of representing consensus over proof of work

    14:29 – Why the amount being bonded and held should be taken out of the float

    16:58 – Using bitcoin as an example to figure out remittances in the PQ side

    18:31 – Looking at the velocity of various crypto-assets

    21:04 – Chris’s impression of the different way of categorizing various crypto assets

    24:37 – Explaining Auger as an example of a cryptotoken

    25:38 – How could these networks be impacted by not having any censorship

    27:57 – Exploring the gap between expectation vs reality in the value of crypto currency

    30:43 – Other ways of valuing these crypto assets

    30:50 – Hash Power Podcast Documentary

    33:32 – Explaining the idea of billion dollar a day onchain transactions

    36:05 – How to measure the value of the underlying network

    36:37 – Nic Carter (twitter)

    37:13 – What are the variables that matter when investing in cryptocurrency on a long-term horizon

    39:24 – Determining when it’s better for a network to be centralized vs decentralized

    42:03 – Networks that Chris is most excited about

    44:06 – Understanding the consumption side of the steam marketplace

    46:01 – Deep dive into the Aragon network

    47:27 – How does Chris evaluate existential risk of networks

    51:09 – Could these assets really ever go to zero?

    54:07 – Is there a scenario in which velocity gets so high that it negatively effects the price

    56:10 – What are the unknowns of cryptocurrency that Chris is most interested in

    56:24 – Cryptoasset Valuations (Medium)

    Learn More

    For more episodes go to InvestorFieldGuide.com/podcast.

    Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub

    Follow Patrick on twitter at @patrick_oshag


    Brad Katsuyama - What Happens When You Hit “Buy” - [Invest Like the Best, EP.61] Oct 31, 2017
    Show notes

    My guest this week is Brad Katsuyama, the founder of the IEX exchange and protagonist of Michael Lewis’s famous book Flash Boys, which chronicled the role of high frequency trading in markets.

    This conversation was yet another reminder of how complicated markets can be, and that very few participants know all aspects of the process well. Brad and I get deep into the history behind his company, and the ways in which markets and exchanges have evolved, better or worse.

    One of my favorite parts of this conversation was our exploration of entrepreneurship. Brad’s whole story is one that entrepreneurs will appreciate, and is full of lessons for those aspiring to start their own business.

    Please enjoy my conversation with Brad Katsuyama

    For more episodes go to InvestorFieldGuide.com/podcast.

    To get involved with Project Frontier, head to InvestorFieldGuide.com/frontier.

    Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.

    Follow Patrick on Twitter at @patrick_oshag

    Books Referenced

    Flash Boys: A Wall Street Revolt

    Show Notes

    2:10 – (First Question) Brad’s original discovery of a latency problem in trading stocks

    12:51 – how the business model of the NASDAQ and exchanges and how it may surprise people

    14:16 – The edge that exchanges are now monetizing

    16:46 – How Brad went from finding a solution to his current firm

    20:18 – Types of high frequency traders that there are

    24:33 – The formation of IEX

    27:56 – Funding IEX

    30:48 – What happens to the initial funding

    32:30 – Describe what IEX is as it was sold to early buy side investors

    34:31 – Explaining the concept of a speedbump

    38:18 – Pitching companies so they will be listed on their index

    40:37 – Explains maker-taker fees

    44:47 – The sources of revenue for IEX vs traditional exchanges

    46:53 – Most memorable meeting Brad has had in establishing IEX

    49:39 – How did he do this with young kids?

    52:38 – Has the pool of potential profits that high-frequency trading firms can earn gone down

    53:53 – What has Brad most excited about the future in terms of helping the buyside

    55:17 – What was it like to see Brad’s venture get turned into a best-selling book. (Flash Boys: A Wall Street Revolt)

    59:00 – Biggest thing that Brad has learned

    1:00:56 – What would Brad do if he couldn’t work in the investing world.

    1:02:25 - Kindest thing anyone has done for Brad

    Learn More

    For more episodes go to InvestorFieldGuide.com/podcast.

    Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub

    Follow Patrick on twitter at @patrick_oshag


    Previous 1 52 53 54 55 56 61 Next

    Related Podcasts

    How I Built This with Guy Raz

    1

    How I Built This with Guy Raz Business
    Planet Money

    2

    Planet Money Business
    Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters

    3

    Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters Business
    BiggerPockets Real Estate Podcast

    4

    BiggerPockets Real Estate Podcast Business
    The Smart Passive Income Online Business and Blogging Podcast

    5

    The Smart Passive Income Online Business and Blogging Podcast Business
    A Thousand Natural Shocks With Gabe S. Dunn

    6

    A Thousand Natural Shocks With Gabe S. Dunn Business
    footer-logo

    Contact Us

    Toll Free: 844-670-7747

    Links

    • Home
    • Top Charts
    • Networks
    • Apps
    • Independents Podcasts
    • Podcast Advertising
    • Podcast News
    • Contact Us
    • About Us
    • Analytics & Insights

    Stay Connected

      Privacy, Terms of Use & Our Code of Ethics Protecting Content Creators Copyrights