Dec 31, 2024
We're counting down the top 5 episodes of 2024.
Coming in at number four is Episode 414 with Ricky Sandler from Eminence Capital. Ricky discusses his 30 years in the business of investing long and short equities and the adjustments he's had to make to his investment and business strategies to continue to thrive in...
Dec 30, 2024
For this year’s annual review, our CEO Hank Strmac and I sat
down to discuss where we’ve been and where we’re headed.
Our conversation covers the best blogs and podcasts of the year, my
investment activity, what’s top of mind for allocators and
managers, our upcoming podcasts, Summits, and CAU education...
Dec 30, 2024
We're counting down the top 5 episodes of 2024.
Coming in at number five is Episode 384 with Alex Behring and Daniel Schwartz of 3G Capital, discussing their unique private equity organization and their wildly successful purchase of Burger King.
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Dec 23, 2024
Today’s show is our third in the Training
Grounds mini-series, following Carnegie Corporation and Bain
Capital to better understand how certain organizations have
developed industry leaders.
Wellington Management is one of the world’s largest, privately held
asset managers, managing over $1.3 trillion in assets...
Dec 16, 2024
Eric Peters leads both One River Asset Management and Coinbase Asset Management and writes a widely dispersed blog called Wknd Notes, in which he shares macro insights. He’s twice been a guest on the show, discussing his bespoke macro investment strategy four years ago and the case for Bitcoin three years ago. Both...