David Salem - The Art of Asset Allocation - [Invest Like the Best, EP.38]

David Salem - The Art of Asset Allocation - [Invest Like the Best, EP.38]

My guest this week is David Salem. David was the founding president and CIO for The Investment Fund for Foundations, which served 800 endowed charities under David’s 18-year tenure. He's now the CIO of the Windhorse Group, which focuses on long-term, value oriented investing. This conversation wanders into and explores many different areas of investing and life. The theme is how to think about asset allocation and investing holistically--from first principles--but we talk a lot about motivation, incentives, human behavior, and the fear of missing out as key variables in money management. We discuss the history of the Yale and Harvard endowment models and how their success has affected the asset management world for better or worse. I had never heard such an interesting take on two very important institutions. I also can't stop thinking about David’s "Mt. Everest" question, which we explore early in our conversation. I'd love to hear your answers to that question, so email me or message me with your thoughts. For comprehensive show notes on this episode go to http://investorfieldguide.com/salem 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

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Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI - [Invest Like the Best, EP.451]

Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI - [Invest Like the Best, EP.451]

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.  I will never forget when I first met Gavin in 2017. I ...

9 Joulu 20251h 25min

David George - Building a16z Growth, Investing Across the AI Stack, and Why Markets Misprice Growth - [Invest Like the Best, EP.450]

David George - Building a16z Growth, Investing Across the AI Stack, and Why Markets Misprice Growth - [Invest Like the Best, EP.450]

My guest today is David George. David is a General Partner at Andreessen Horowitz, where he leads the firm’s growth investing business. His team has backed many of the defining companies of this era –...

2 Joulu 20251h 7min

Palmer Luckey - Inventing the Future of Defense - [Invest Like the Best, CLASSICS]

Palmer Luckey - Inventing the Future of Defense - [Invest Like the Best, CLASSICS]

Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. Palmer Luckey is a relentless buil...

28 Marras 20251h 15min

Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]

Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]

My guest today is Martín Escobari. Martín is Co-President and Head of Global Growth Equity at General Atlantic. We talk about General Atlantic’s unique founding story and how its long-term structure,...

25 Marras 20251h 10min

Ari Emanuel - The Anti-AI Bet - [Invest Like the Best, EP.448]

Ari Emanuel - The Anti-AI Bet - [Invest Like the Best, EP.448]

My guest today is Ari Emanuel. Ari runs one of the most influential portfolios in global sports, entertainment, and media. He oversees TKO, which includes the UFC and WWE, serves as the Executive Chai...

19 Marras 20251h 2min

Wolfgang Hammer - The Power of Story - [Invest Like the Best, EP.447]

Wolfgang Hammer - The Power of Story - [Invest Like the Best, EP.447]

My guest today is my friend Wolfgang Hammer. Wolfgang is a successful film producer and executive who helped create House of Cards and ran several major studios, including Lionsgate, CBS Films and Mir...

11 Marras 202542min

Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

My guest today is Luca Ferrari. Luca is the co-founder and CEO of Bending Spoons, which he describes as 25 percent private equity and 75 percent technology company. Founded in 2013, Bending Spoons ful...

4 Marras 20251h 21min

Kevin Kelly - Be Generous and Unique - [Invest Like the Best, CLASSICS]

Kevin Kelly - Be Generous and Unique - [Invest Like the Best, CLASSICS]

Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. Kevin Kelly⁠ co-founded Wired mag...

31 Loka 20251h 8min

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