Boyd and Bronwyn Varty – Track Your Life - [Invest Like the Best, EP.99b]

Boyd and Bronwyn Varty – Track Your Life - [Invest Like the Best, EP.99b]

Today’s conversation is a continuation of my discussion on applying the lessons of tracking animals in the wild to tracking in your own life. I encourage to listen to that episode first. In this second part, Boyd’s sister Bronwyn joins and offers perspective on business and life. Given that Boyd and Bron grew up in this wild place, their perspective on the world is refreshing and very different. We discuss a wide range of things, But the section on restoration near the end is just phenomenal stuff. Please enjoy part two of my conversation with the Varty family. 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 Show Notes 1:21 - (First Question) – Concept of shame and the role it plays in the lives of the people that visit 3:11 – Bron’s take on shame and if this is uniquely male issue 5:15 – How the Varty’s think about the concept of presence, and time with Nelson Mandela 13:34 – Selfishness as an impediment to presence 20:26 – Tending the cup 20:37 – Life is not a zero-sum game 23:15 – How they run the reserve as a business 30:18 – Importance of motivation as a business 33:55 – Cultivating a culture that makes a business a family 40:15 – How they help other family businesses 45:29 – The idea of restoration as a business and legacy 51:23 -Restoration model in investment 53:49 – The age of restoration will be born on the age of information 54:48 – Places that have given Varty’s deep connections (other than Africa) 1:00:46 – Kindest thing anyone has done for Bron Learn More 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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Sergey Levine - Building LLMs for the Physical World - [Invest Like the Best, EP.465]

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My guest today is Sergey Levine, a professor at UC Berkeley and co-founder of Physical Intelligence. The company is building robotic foundation models designed to control any embodied system to do any...

31 Mars 1h 6min

Mitchell Green - Lessons from Cold Calling 10,000 Companies - [Invest Like the Best, EP.464]

Mitchell Green - Lessons from Cold Calling 10,000 Companies - [Invest Like the Best, EP.464]

My guest today is Mitchell Green. Mitchell Green is the co-founder and managing partner of Lead Edge Capital, a growth equity firm that has spent 15 years building one of the most disciplined investme...

24 Mars 54min

William Hockey - Building the Operating System for the Dollar and Silicon Valley Heresy - [Invest Like the Best, EP.463]

William Hockey - Building the Operating System for the Dollar and Silicon Valley Heresy - [Invest Like the Best, EP.463]

William Hockey is the co-founder of Plaid and the founder and CEO of Column, a software company that owns a bank and powers Ramp, Wise, Bilt, Mercury, and others. He funded Column by borrowing against...

17 Mars 1h 10min

Shyam Sankar - Celebrating Heretics - [Invest Like the Best, EP.462]

Shyam Sankar - Celebrating Heretics - [Invest Like the Best, EP.462]

My guest today is Shyam Sankar, the CTO of Palantir Technologies. In this conversation, we explore the ideas that shape how Shyam thinks about technology, talent, and national power. We discuss the o...

10 Mars 1h 21min

John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]

John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]

My guest today is John Arnold. John is probably the most famous energy trader of all time and certainly the most successful. One of the things John talks about is cultivating the best seat in your ind...

4 Mars 1h 15min

Dan Sundheim - The Art of Public and Private Market Investing - [Invest Like the Best, EP.460]

Dan Sundheim - The Art of Public and Private Market Investing - [Invest Like the Best, EP.460]

My guest today is Dan Sundheim. Dan is the founder and CIO of D1 Capital Partners. He thinks about markets and businesses constantly, and has built a career entirely around that obsession. He manages...

24 Feb 1h 15min

Josh Kushner - Concentration and Conviction - [Invest Like the Best, EP.459]

Josh Kushner - Concentration and Conviction - [Invest Like the Best, EP.459]

This is my second conversation with Josh Kushner, founder and managing partner of Thrive Capital. I recorded this conversation in October after publishing the Colossus cover story about him and Thriv...

18 Feb 1h 3min

Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]

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My guests today are Alex Behring and Daniel Schwartz, Co-Managing Partners of 3G Capital. 3G has built one of the most distinctive firms in investing around a simple idea: there are only a handful of...

10 Feb 1h 35min

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