Beste Colossus | Investing podcaster (2024)

1
What the Election Means for Markets - [Making Markets, EP.48] 46:46

4d ago46:46

46:46

My guest this week is Sam Rines, economist, author and managing director of Corbu LLC. Sam was the first guest on Making Markets one year ago, where a lot of his takes proved to be highly accurate. So we decided to record part II one week before the election. We start with his base case for the election, the potential scenarios, and what has and ha…

1
Merck & Co: Blockbuster Drugs - [Business Breakdowns, EP.189] 1:06:25

6d ago1:06:25

1:06:25

This is Zack Fuss. Today we are breaking down Merck, one of the world's largest and oldest pharmaceutical companies. The company has been shaping medicine and fostering innovation for over 130 years. From its humble beginnings as a small family pharmacy in Germany, today's iteration of Merck has transformed into a nearly $300 billion market cap bus…

1
Boyd Varty - Becoming A Meaning Maker - [Invest Like the Best, EP.394] 1:02:08

7d ago1:02:08

1:02:08

My guest today is Boyd Varty. Boyd is a lion tracker, life coach, and storyteller who grew up in the South African wilderness, living amongst and tracking wild leopards. This is his fourth time on Invest Like the Best but the first in six years. Boyd is a perfect follow-up to my episode with Lulu Meservey unpacking the intricacies of storytelling a…

1
American Tower: Signals and Stability - [Business Breakdowns, EP.188] 40:40

11d ago40:40

40:40

Today we are breaking down American Tower: the REIT, the communications giant, and the infrastructure asset. To break down American Tower I'm joined by William Heard, founder and CIO of Heard Capital Management. William founded Heard Capital in 2011. Today, the firm manages $2 billion in assets, holds about 15 to 20 names, and has very specific cri…

1
Tobi Lütke - Building Islands of Innovation - [Invest Like the Best, EP.393] 1:06:49

14d ago1:06:49

1:06:49

My guest today is Tobi Lutke, the co-founder and CEO of Shopify. I have spoken to Tobi on this podcast twice before, first in 2020 and then again in 2022. Needless to say, a lot has changed since we last spoke, and we start by talking about the biggest change of all: AI. But I’ll remember this conversation for the next set of ideas we discuss: Foun…

1
#78: Jake Schwartz, Co-Founder and former CEO of General Assembly—Navigating startup chaos, what a startup and the Beatles have in common, and the wisdom of looking back on the journey 1:13:13

14d ago1:13:13

1:13:13

Jake Schwartz is a serial entrepreneur, investor and advisor. Until 2020, Jake Schwartz served at CEO of General Assembly (GA), the global leader in education and career transformation, which he co-founded in 2011. He grew GA to over 1,000 employees on five continents. In 2018, GA was acquired by The Adecco Group. Jake Schwartz co-founded and serve…

1
The Art of Accel-ing - [Joys of Compounding, EP.22] 1:16:50

15d ago1:16:50

1:16:50

Today's teacher is Rich Wong, general partner at renowned venture firm Accel. Rich is a very special investor and leader, and he spent many years as an operator prior to his time in VC. What was going to be a short stint as a venture operating partner nearly 20 years ago turned into a defining pivot for Rich. He not only quickly reached the top of …

1
Entrepreneurship, Markets, and the Fed - [Making Markets, EP.47] 44:58

18d ago44:58

44:58

This week again, I’m again on the other side of the mic, as I’m interviewed by Joe Magyer, the founder of Seaplane Ventures. This is a wide-ranging conversation where we talk about the Fed rate cut, cover different asset classes including VC, PE, Fixed Income, and Public Equities, and my journey in building Canopy Capital. This episode first appear…

1
AIG: Rise, Fall, and Rebirth - [Business Breakdowns, EP.187] 50:29

20d ago50:29

50:29

Today, we are breaking down the insurance giant AIG. AIG's story is one of a remarkable turnaround, a tale of a global insurance giant emerging from near collapse during the great financial crisis. Over nearly two decades, AIG has transformed itself into a more focused and efficient property and casualty insurer. To grasp the magnitude of AIG's jou…

1
Matt Perelman & Alex Sloane - The Art of Franchise Investing - [Invest Like the Best, EP.392] 1:41:21

21d ago1:41:21

1:41:21

My guests today are Matt Perelman and Alex Sloane, Co-founders and Managing Partners of Garnett Station Partners. GSP invests in the trillion-dollar franchise and consumer services industries. Matt and Alex started the firm in 2014 as MBA students when they bought 23 Burger King restaurants. Since then, they've invested in 26 other multi-unit busin…

1
Quarterly Market Recap: Q3 2024 - [Making Markets, EP.46] 38:58

25d ago38:58

38:58

Eric and Matt share insights on the market's performance through the third quarter of 2024, highlighting the S&P rising by 6% and a significant 50 basis point rate cut by the Federal Reserve, the first since the pandemic. Eric reflects on market sentiment and the complexities of predicting Fed actions, addressing the contrasts between past and pres…

1
Gregorys Coffee: From Bean to Dream - [Business Breakdowns, EP.186] 1:39:20

27d ago1:39:20

1:39:20

Today we are getting into the world of coffee with Gregory Zamfotis, the founder of Gregorys Coffee. We breakdown the New York City born coffee chain that now spans across twelve US states. This is a true look into what it takes to open up a coffee shop and the economics behind it. We get into what it's like to innovate in an industry where innovat…

1
#77: Jake Kloberdanz, One Hope Winery Co-founder — Building “Girl Scout Cookies” for adults, building community, and scaling philanthropy 1:22:00

27d ago1:22:00

1:22:00

Jake Kloberdanz is the founder of ONEHOPE, a pioneering wine brand with a mission to create a positive social impact. Under his leadership, ONEHOPE has donated tens of millions of dollars to over 40,000 non-profits and grown from zero to producing over one million bottles per year. The company boasts a world-class vineyard in Napa Valley and has ga…

1
Kareem Zaki - Small Ideas Attract Competition - [Invest Like the Best, EP.391] 1:26:34

28d ago1:26:34

1:26:34

My guest today is Kareem Zaki. Kareem is a General Partner at Thrive Capital and has been at the firm for a decade. In an episode last year, Thrive's founder, Josh Kushner, told me he is the best healthcare investor in the world. Kareem has co-founded three healthcare businesses worth over one billion dollars. He also has expertise in financial ser…

1
Robbie Cannon: The Evolution of Asset Management - [Making Markets, EP.45] 53:54

1M ago53:54

53:54

My guest this week is Robbie Cannon. Robbie founded Horizon Investments in 1999 and grew the company to $7B in AUM before selling in 2021. Today, he takes us on a tour of the asset management industry. We cover many fascinating topics, such as the industry's evolution over 25 years, the blurring of lines between wealth and asset management, oligopo…

1
Going Activist in Japan - [Business Breakdowns, EP.185] 59:45

1M ago59:45

59:45

Today, we are covering what might be the most interesting investment strategy I've come across in a long time: activism in Japan. In this episode, I talk with Masumi Nishida, Partner and Managing Director for Dalton's Tokyo research office. As part of this intro, I brought on the catalyst for this episode, Nick Bartolo, founder and Managing Partner…

1
Ray Ozzie - The Future of Intelligent Machines - [Invest Like the Best, EP.390] 1:34:28

1M ago1:34:28

1:34:28

My guest today is Ray Ozzie, one of the great technologists, software developers, and entrepreneurs of our time. Ray is perhaps best known as the creator of Lotus Notes, a collaboration tool that revolutionized business communication in the 1990s. He later succeeded Bill Gates as Chief Software Architect at Microsoft, where he played a key part in …

1
Ravi Gupta - Bring Joy - [Joys of Compounding, EP.21] 1:25:24

1M ago1:25:24

1:25:24

Today's teacher is Ravi Gupta, a partner at renowned venture firm Sequoia Capital. Ravi has had a fascinating and meandering career on his way to becoming a VC, from consulting at McKinsey to private equity at KKR to operations at Instacart as both CFO and COO. All along the way, Ravi was gathering and cultivating a unique set of skills that's equi…

1
RTW: Investing across Healthcare - [Business Breakdowns, EP.184] 1:06:57

1M ago1:06:57

1:06:57

Today we are breaking down healthcare, one of the most impactful sectors in the world, yet one of the most unique for investors. My guests are Rod Wong, founder and CIO of RTW Investments, and Stephanie Sirota, chief business officer of RTW Investments. RTW was founded in 2009 and operates a sector-specific strategy in healthcare. We discuss the ev…

1
Ted Seides - Investment Industry Paradigms - [Invest Like the Best, EP.390] 1:00:52

1M ago1:00:52

1:00:52

My guest today is Ted Seides. Ted is the host of the Capital Allocators podcast and an investment industry expert. It’d been seven years since Ted and I last talked on the record, as he was one of my very first guests on Invest Like the Best. Now that Ted has a full-time focus on all things Capital Allocators and has stepped away from traditional i…

1
#76: Susan McPherson, Founder and CEO of McPherson Strategies — Investing in dormant ties, networking superpowers, and converting nerves into strength 41:19

1M ago41:19

41:19

Susan McPherson is a serial connector, angel investor, and corporate responsibility expert. As the founder and CEO of McPherson Strategies, a communications consultancy focused on brands and social impact, she brings over 30 years of experience in marketing, PR, and sustainability communications. Susan is the author of The Lost Art of Connecting an…

1
Lulu Meservey - Transforming Company Narrative - [Invest Like the Best, EP.389] 1:07:00

1M ago1:07:00

1:07:00

My guest today is Lulu Meservey. Lulu is the Founder and CEO of Rostra, a company that partners with founders to level up their communications around all strategic initiatives, from hiring to fundraising. She is also on the board at Shopify. I have been recently fascinated by the challenge of founders telling their story and Lulu is an expert in co…

1
Jerry Derevyanny: Frameworks for Cannabis Investing - [Making Markets, EP.44] 37:46

2M ago37:46

37:46

My guest today is Jerry Derevyanny, a partner at Bengal Capital, a cannabis investing firm. Jerry has been a part of the regulated Cannabis industry since 2014, and today he shares the nuances of investing in this growing and unique industry. I enjoyed listening to Jerry’s frameworks for the industry, such as Ants versus Locusts, the similarities a…

1
Sherwin-Williams: Brushstrokes of Success - [Business Breakdowns, EP.183] 1:04:28

2M ago1:04:28

1:04:28

Today we are breaking down the paint giant Sherwin-Williams. Founded in 1866, Sherwin Williams is a great example of a company where everyday consumers might not appreciate just how great of a business and stock this has been. Over the last 20 years, Sherwin has compounded earnings at 14% per year. And over those 20 years, the stock has returned 26…

1
Ric Elias - The Art of Living Well - [Invest Like the Best, EP.388] 1:25:06

2M ago1:25:06

1:25:06

My guest today is Ric Elias. Ric is the CEO and co-founder of Red Ventures, which has a portfolio of fast-growing digital businesses like Lonely Planet, The Points Guy, Bankrate, and large investments in a variety of other businesses across industries. He began the business in 2000 and has grown it to now a global company with thousands of employee…

1
David Nadig: The Complexities of Modern Markets - [Making Markets, EP.43] 40:13

2M ago40:13

40:13

My guest this week is David Nadig. David is the Financial Futurist for ETF Trends and ETF Database and has had over 25 years of ETF experience. We start off by acknowledging the debate over active and passive investing. David and I discuss the potential dangers of passive funds on market discovery, the inelastic markets hypothesis, and the effects …

1
Rakuten: Rewiring Japan's Digital Economy - [Business Breakdowns, EP.182] 55:18

2M ago55:18

55:18

Today, we are breaking down the Japanese internet conglomerate Rakuten. I'm joined by Matt Brett, the lead manager of the Japan Trust at Baillie Gifford, which has continuously invested in Rakuten since 2005. Rakuten is the unique Japanese conglomerate that wasn't started over a hundred years ago and instead was part of the late nineties global int…

1
#75: Jeff Shiner, CEO of 1Password — Earning the right to lead, how to thrive while bootstrapping your company, and how to hire senior executives 1:09:48

2M ago1:09:48

1:09:48

Jeff Shiner is the CEO of 1Password, a leader in human centric security and privacy. Since joining in 2012, Jeff has grown the company from 20 people to a 900-employee global organization with a $6.8 billion valuation. Today, 1Password enables over 100,000 businesses and millions of individuals to navigate the digital world without fear or friction…

1
Alex Smith, Shane Battier, & Ravi Gupta - What Makes A Glue Guy? - [Invest Like the Best, EP.387] 1:23:27

2M ago1:23:27

1:23:27

This week's episode is special because it marks the launch of a new Colossus show: Glue Guys. My guests this week are the hosts of the new show, Shane Battier, Alex Smith, and Ravi Gupta. Shane, Ravi, and Alex’s stories are remarkable. Each has been at the very top of their profession. Shane as an NCAA and NBA champion. Alex as the first pick in th…

1
Nir Kaissar: Economic Sentiment versus Reality - [Making Markets, REPLAY] 1:03:44

2M ago1:03:44

1:03:44

My guest today is Nir Kaissar. Nir is the founder and portfolio manager at Unison Advisors and one of my favorite economic commentators/columnists at Bloomberg. Today, he joins us for a wide-ranging discussion on the US economy. We start with the disconnect between the strong economic numbers and the sentiment amongst the population. We then cover …

1
Renishaw: The Precision Pioneers - [Business Breakdowns, EP.181] 50:28

2M ago50:28

50:28

Today, we are breaking down Renishaw, a leading supplier of measuring and manufacturing systems, specifically focused on accuracy and precision. What does that mean in layman's terms? Renishaw is a picks and shovels provider to many of the fastest-growing end markets in the world. The company designs and develops systems for anything revolving arou…

1
Bret Taylor - The Agent Era - [Invest Like the Best, EP.386] 1:27:51

2M ago1:27:51

1:27:51

My guest today is Bret Taylor. His resume is absurd. He built google maps--famously rewriting the whole thing in a weekend. He was the CTO of Facebook in critical years. He founded Quip. He was the chair of the board at Twitter. He was the co-CEO of Salesforce...the incredible list goes on. Now, Bret is the co-founder of Sierra, a conversational AI…

1
Mark Dow: A Behavioral Macro View - [Making Markets, REPLAY] 57:25

2M ago57:25

57:25

My guest this week is Mark Dow. Mark started his career as an economist with the US Treasury and the IMF before he joined Wall Street. Today, he is the founder of behavourialmacro.com and runs a fund that combines his skillsets as a trader and an economist. In this discussion, we talk about why economists are usually bad investors, how Mark approac…

1
3i Group: Capital in Action - [Business Breakdowns, EP.180] 38:43

2M ago38:43

38:43

Today we are breaking down the publicly traded investment company 3i. You may think if you've seen one publicly traded investment vehicle, you've seen them all. Yet, 3i is an investment vehicle where one business, Dutch retailer, Action, represents well north of 50% of their net asset value. Our guest to break down 3i is Luke Bridgeman, a partner a…

1
#74: Seth Godin, Author and Marketing Strategist — showing up for yourself, creating conditions for your best work, and how to deal with massive rejection (Repost) 48:57

2M ago48:57

48:57

Seth is an entrepreneur, best-selling author, and speaker. In addition to launching one of the most popular blogs in the world, he has written 20 best-selling books, including The Dip, Linchpin, Purple Cow, Tribes, and What To Do When It's Your Turn (And It's Always Your Turn). His book, This is Marketing, was an instant bestseller in countries aro…

1
Gavin Baker - AI, Semiconductors, and the Robotic Frontier - [Invest Like the Best, EP.385] 1:31:26

2M ago1:31:26

1:31:26

My guest this week is Gavin Baker. Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before. He is one of my favorite investors to talk to and this may be my favorite conversation with him. Gavin first started covering Nvidia as an investor at the turn of the millennium, making him the perfect gues…

1
Nik Lentz: UFC Fighter Turned Trader - [Making Markets, REPLAY] 46:32

2M ago46:32

46:32

Today, we're replaying my episode with Nik “The Carny” Lentz. It's not every day you talk to a UFC fighter turned trader. And this conversation is both intense and insightful. We start by talking about Nik's journey from a difficult childhood to a UFC career and his philosophy on fighting, parenting, and life. We then cover his move to trading deri…

1
5 Handpicked Highlights - [Business Breakdowns, EP.179] 23:22

3M ago23:22

23:22

This is Matt Reustle. We're coming up on 200 episodes of Business Breakdowns, and one of the best things about hosting this show is that while each episode brings something completely different, you start to see the connective tissue that ties businesses together. We're often asked, "What's your favorite episode?" I certainly have favorites, but th…

1
A Conversation with Charlie Munger & John Collison - [Invest Like the Best, REPLAY] 1:40:06

3M ago1:40:06

1:40:06

Today, we’re replaying a conversation between John Collison and Charlie Munger that we first aired on 5 December 2023. Charlie said, “The best thing a human being can do is to help another human being know more.” He does just that in this interview. Please enjoy, and may Charlie Rest in Peace. For the full show notes, transcript, and links to menti…

1
Saurabh Mukherjea: The Case for Investing in India - [Making Markets, EP.42] 36:50

3M ago36:50

36:50

My guest today is Saurabh Mukherjea, the founder and Chief Investment Officer of Marcellus Investment Managers. Saurabh is one of the most articulate fund managers in India, and today, he lays out a compelling case for investing in the country. We start by contrasting India with China and explaining why China receives all the attention despite the …

1
Graco: Mastering The Flow - [Business Breakdowns, EP.178] 42:53

3M ago42:53

42:53

This is Jesse Pujji. Today, we're breaking down Graco, a leading manufacturer of fluid handling equipment and industrial products. Graco was founded in 1926 and has become a global leader in the design and manufacturing of systems and components used to move, measure, control, dispense, and spray a wide variety of fluids and powders. If you've ever…

1
#73: David Savage, Group Technology Evangelist at Nash Squared and host of TechTalks podcast — How to become an "intrapreneur," the importance of consistent behavior over vanity metrics, and how to learn ... 1:01:20

3M ago1:01:20

1:01:20

David is Nash Squared's Group Technology Evangelist. He crafts podcasts, hosts video debates, speaks, moderates conferences, and chairs keynote stages. He's a passionate advocate for technology, dissecting its challenges and opportunities. David has worked at Nash Squared since 2007, where he has developed a deep understanding of the technology and…

1
Vlad Tenev - Navigating Robinhood's Evolution - [Invest Like the Best, EP.384] 1:18:13

3M ago1:18:13

1:18:13

My guest today is Vlad Tenev. Vlad is the CEO and co-founder of Robinhood. It was such a treat to sit down with him and discuss the behind-the-scenes of a revolutionary business we all know well. He details Robinhood’s journey to zero-cost trading and what it means to build a consumer-centric financial product. Vlad believes in finding the harmonie…

1
Herman Narula: Enabling the Metaverse - [Making Markets, EP.41] 49:18

3M ago49:18

49:18

My guest this week is Herman Narula, the CEO of Improbable. Improbable is an ambitious company that is building the infrastructure for an open metaverse. We dive into his vision for the metaverse, the technical requirements, the economic model, the role of blockchain, and more. We also cover the issues with AI regulations and the gaming industry. P…

1
Siemens Energy: Winds of Change - [Business Breakdowns, EP.177] 54:14

3M ago54:14

54:14

I'm Zack Fuss and today we are breaking down Siemens Energy, a spinoff from industrial giant Siemens. Siemens Energy operates across the entire energy value chain, with a significant presence in both conventional and renewable power. What makes this company particularly interesting is its position at the forefront of the energy transition. Siemens …

1
Sarah Guo - The Power of Conviction - [Invest Like the Best, EP.383] 1:13:08

3M ago1:13:08

1:13:08

My guest today is Sarah Guo. Sarah is the founder and CEO of Conviction, an early-stage venture capital firm built to serve AI companies. She started Conviction in 2022 after 9 years at Greylock because she believes AI is the most important technological advancement of our lifetime. In our conversation, Sarah discusses the challenges and rewards of…

1
Paul, Rick & Friends - School's Out For Summer - [Art of Investing, EP.20] 2:54:17

3M ago2:54:17

2:54:17

We are back with a summer special and to celebrate, we have a cast of teachers joining us. In this episode, you’ll hear from the Mount Rushmore of business podcasters–Patrick O’Shaughnessy, David Senra, and Acquired’s David and Ben–as well as two of our favorite entrepreneurs. We’ll also reflect on what we’ve learned from our guests, from hosting t…

1
Sajith Pai: Unpacking India - [Making Markets, EP.40] 40:58

3M ago40:58

40:58

My guest today is Sajith Pai, a VC at Blume Ventures. Sajith is one of the leading thinkers on India, and today he takes us on a journey to understand this massive, fast-growing, and challenging market. We cover many of the unique features that define the country, such as the lack of trust and the low levels of debt. We also talk about segmenting t…

1
Hemant Taneja - Engineering Global Resilience - [Invest Like the Best, EP.382] 1:03:26

3M ago1:03:26

1:03:26

My guest today is Hemant Taneja. Hemant is the CEO and Managing Director of General Catalyst, the global venture capital firm you’ll hear us refer to as GC. GC has set out to build resiliency across critical industries worldwide. The firm leverages technology to retool sectors such as healthcare, energy, defense, and manufacturing and explores inno…

1
Olympic Games: The Price of Glory - [Business Breakdowns, EP.176] 42:26

3M ago42:26

42:26

Today we are diving into the economics of the Olympics. It's a timely episode with the Paris Games ongoing right now and the economic reality for host cities is extremely poor. It's estimated that Paris is going to spend $9 billion for these 2024 games and in return, they'll generate revenue somewhere in the mid-single-digit billions. Our guest is …

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