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July 6, 2021 Ep. 47: Scarcity vs. Abundance | Firestone’s Law of Forecasting Read More

June 29, 2021 Ep. 46: Daniel Kahneman’s “Noise” | Is Customer Acquisition Cost the New Rent? Read More

June 15, 2021 Ep. 45: On Being an Emerging Manager: Experiences, Lessons Learned, Success Factors Read More

June 8, 2021 Ep. 44: Aggregation of Marginal Gains | A Study of Lifetime Value Creation Read More

June 1, 2021 Ep. 43: The Big Ideas of Investing | A Case Study in Incentives Read More

May 28, 2021 François Rochon on the Investment Philosophy of Giverny Capital Read More

May 25, 2021 Ep. 42: The Market’s Obsession With What’s Next | Investing in the Unknown Read More

May 20, 2021 Will Barnes and Will Oliver on Looking for Greatness Qualitatively Read More

May 18, 2021 Ep. 41: Persistence of Market Cap Leaders | Inflation Outlook Read More

May 11, 2021 Ep. 40: A Milestone in Corporate Access | Knightian Uncertainty Read More

May 4, 2021 Ep. 39: The Future of Berkshire Hathaway | Uncertainty and Risk Read More

April 27, 2021 Ep. 38: Emerging vs. Established Quality | Highest-Returning Stocks Read More

April 23, 2021 William Green on His Book, Richer, Wiser, Happier Read More

April 21, 2021 Ep. 37: Commonalities of All-Time Great Investments | Being Polarizing Read More

April 13, 2021 Ep. 36: The Art of Short Selling | A Survey of Market Tail Risks Read More

April 12, 2021 Public Equities in Southeast Asia: An Overlooked Asset Class Read More

April 10, 2021 Special: Stitch Fix Deep Dive, with Mario Cibelli and Elliot Turner Read More

April 8, 2021 Pablo Gonzalez on Idea Generation, Management Quality, Mistakes Read More

April 6, 2021 Special Episode: Evan Tindell — From Poker Player to Portfolio Manager Read More

March 31, 2021 Ep. 35: Collecting as a Framework | The Unit Economics of a Business Read More