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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Dinakar Singh - A Father’s Call To Action - [Invest Like the Best, EP.428]

Dinakar Singh - A Father’s Call To Action - [Invest Like the Best, EP.428]

My guest today is Dinakar Singh. Dinakar is the founder and CEO of Axon, the family office successor to TPG-Axon, which was a successful global long-short hedge fund. We wanted to share his story on F...

15 Kesä 202547min

Bill Gurley - The Gift and The Curse of Staying Private - [Invest Like the Best, EP.427]

Bill Gurley - The Gift and The Curse of Staying Private - [Invest Like the Best, EP.427]

My guest today is Bill Gurley. Bill was the general partner at Benchmark Capital. He joins me for his sixth time on Invest Like the Best with his most comprehensive market analysis yet, examining the ...

10 Kesä 20251h 20min

Asurion: 50X Season Two - (50X, S2)

Asurion: 50X Season Two - (50X, S2)

Today, we are dropping a special episode in the Invest Like the Best Feed. 50X is back, a fan favorite series from Will Thorndike and the team at Compounding Labs. Will's book, "The Outsiders," is one...

6 Kesä 20253h 14min

John Zito - Inside Apollo - [Invest Like the Best, EP.426]

John Zito - Inside Apollo - [Invest Like the Best, EP.426]

My guest today is John Zito. John is the Co-President of Apollo Global Management. He shares how they've quietly built one of the most important financial institutions of our time, originating over $2...

3 Kesä 20251h 17min

Fidji Simo - Creating Delightful Consumer Experiences - [Invest Like the Best, CLASSICS]

Fidji Simo - Creating Delightful Consumer Experiences - [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. In the midst of her transition to ...

30 Touko 20251h 12min

Graham Weaver - Building Alpine - [Invest Like the Best, EP.425]

Graham Weaver - Building Alpine - [Invest Like the Best, EP.425]

My guest today is Graham Weaver. My guest today is Graham Weaver. Graham is the founder of Alpine Investors, a large private equity firm targeting an interesting market inefficiency. Alpine focuses on...

27 Touko 20251h 30min

Gustav Söderström - How Spotify Thinks - [Invest Like the Best, EP.424]

Gustav Söderström - How Spotify Thinks - [Invest Like the Best, EP.424]

My guest today is Gustav Söderström. Gustav is the Co-President, Chief Product Officer & Chief Technology Officer at Spotify. Gustav lets us behind the scenes on how Spotify thinks about the future of...

20 Touko 20251h 24min

Royce Yudkoff & Rick Ruback - Entrepreneurship Through Acquisition - [Invest Like the Best, EP.423]

Royce Yudkoff & Rick Ruback - Entrepreneurship Through Acquisition - [Invest Like the Best, EP.423]

My guests today are Rick Ruback and Royce Yudkoff. Rick and Royce are Harvard Business School professors who teach their students how to search for, acquire, and run small business directly after grad...

13 Touko 20251h 28min

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