How They Invest: Tactics and Tools of the World's Best Investors

We explore why and how to invest in gold. We’re joined by Simon Mikhailovich, Co-Founder of The Bullion Reserve. We cover cycles of financial euphoria, the three ways to get out of debt, and whether people should invest in gold ETFs. “The most important thing is that technology evolves, but people don't. That's the biggest lesson of history—humans don't change.” – Simon Mikhailovich EPISODE GUIDE...

We explore launching the compound kings ETF and building an investment process. We’re joined by Robert Cantwell, Founder and CIO of Upholdings. We cover Robert’s thoughts on the evolving ETF space, the importance of a concentrated portfolio, and why now is the worst time to invest in technology and innovation. “I think the best investors are operators and the best operators are investors.” – Rober...

We explore investing in buy-and-build compounders in public markets. We’re joined by Dan Roller, Founder and CIO of Maran Capital. We cover how building investment knowledge is like training for the Ironman, the value vs. growth debate, and investing in SPACs. “What you need to do, I think, is constantly update your thesis as you go, which can allow for longer holding periods, because things do ch...

We explore incentive structures in crypto and Web3. We’re joined by Rennick Palley, Founder and CEO of Stratos. We cover SPACs as the activist investing tool of the future, exploring crypto and protocols built on top of Ethereum, and how Stratos helps DeFi protocols launch new markets. “If there's one innovation in crypto, it's incentive structures that actually drive people to do things that bene...

We explore investing in Web3 and private credit. We’re joined by Rennick Palley, Founder and CEO of Stratos. We cover learnings from Rennick’s work at Sanders Capital, reflexivity in investing, and how venture-backed tech is underlevered. “I think every stock that has future growth can be value, and every stock that is value can also be growth. They go together.” – Rennick Palley EPISODE GUIDE (LI...

We explore adventures in business and investing. We’re joined by Andrew Dumont, Co-Founder and Managing Partner of Curious Capital. We cover the truth about choosing companies to invest in, making an acquisition grow, and the realities of managing a fund. “When you’re first starting a fund, you're going to spend your first five years, realistically, actively raising money from LPs—and that is your...