Michael Mauboussin - Man + Machine, Moats, and Power of the Outside View - [Invest Like the Best, EP.37]

Michael Mauboussin - Man + Machine, Moats, and Power of the Outside View - [Invest Like the Best, EP.37]

My guest today is Michael Mauboussin, who is the head of global financial strategies at Credit Suisse and is on my short list of must read writers on all things investing. If you read his entire catalogue, Howard Marks's memos, and Buffett's shareholder letters, you be sitting pretty. Michael was also a big reason for the early success of this show appearing as my second guest and now my 37th. He and his team have been prolific in the last six months, publishing several long research reports on the most interesting aspects of the investing landscape. In this conversation, we talk about business moats, industry analysis, and how to combine man and machine when building an investment strategy and portfolio. As I tell Michael at the end, you won't be able to listen to this episode at two times speed, because we go deep quickly. For comprehensive show notes on this episode go to http://investorfieldguide.com/michael 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

Jaksot(573)

Ravi Gupta - AI or Die - [Invest Like the Best, EP.411]

Ravi Gupta - AI or Die - [Invest Like the Best, EP.411]

My guest today is Ravi Gupta. Ravi is a Partner at Sequoia Capital and a host on Glue Guys, a podcast on the Colossus network that intersects business and sports. I wanted to have him back on Invest L...

18 Helmi 202559min

Marc Andreessen - The Battle For Tech Supremacy - [Invest Like the Best, EP.410]

Marc Andreessen - The Battle For Tech Supremacy - [Invest Like the Best, EP.410]

My guest today is Marc Andreessen. Marc is a co-founder of Andreessen Horowitz and one of Silicon Valley's most influential figures. He combines deep technical knowledge from his engineering backgroun...

11 Helmi 20251h 24min

Graham Duncan - Talent Whisperer - [Invest Like the Best, EP.409]

Graham Duncan - Talent Whisperer - [Invest Like the Best, EP.409]

My guest today is Graham Duncan. This conversation will make you think about your life in new ways. This is a two-hour segment of a 4.5-hour interview I did with Graham last year. It stands alone as r...

4 Helmi 20252h 18min

Blake Hall - Combat, Service, and Innovation  - [Invest Like the Best, EP.408]

Blake Hall - Combat, Service, and Innovation - [Invest Like the Best, EP.408]

My guest today is Blake Hall. Blake is the co-founder and CEO of ID.me, a secure digital identity network with over 100 million members. He was an officer in the United States Army and served our coun...

28 Tammi 20251h 34min

Dylan Field - Designing The Future - [Invest Like the Best, EP.407]

Dylan Field - Designing The Future - [Invest Like the Best, EP.407]

My guest today is Dylan Field. Dylan is the co-founder and CEO of Figma and last joined me on Invest Like the Best in 2020. A lot has changed since then and we explore the evolving landscape of design...

21 Tammi 202546min

Tal Zaks - Bridging Science, Medicine, and Returns - [Invest Like the Best, EP.406]

Tal Zaks - Bridging Science, Medicine, and Returns - [Invest Like the Best, EP.406]

My guest today is Tal Zaks. Tal is a physician-scientist turned biotech executive and investor who served as Moderna's Chief Medical Officer during their COVID-19 vaccine development, giving him an ex...

14 Tammi 20251h 22min

Gaurav Misra & Dwight Churchill - Building Captions - [Invest Like the Best, EP.405]

Gaurav Misra & Dwight Churchill - Building Captions - [Invest Like the Best, EP.405]

My guests today are Dwight Churchill and Gaurav Misra, co-founders of Captions, which uses AI to generate and edit talking videos and has grown to significant scale at remarkable speed. We explore a k...

7 Tammi 20251h 6min

Jack Kokko - Building AlphaSense - [Invest Like the Best, EP.404]

Jack Kokko - Building AlphaSense - [Invest Like the Best, EP.404]

My guest today is Jack Kokko. Jack is the CEO and Founder of AlphaSense, an AI-powered search engine for market intelligence. He shares how AlphaSense began by aggregating fragmented financial data so...

31 Joulu 202450min

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