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Invest Like the Best

Summary

Invest Like the Best covering Venture Capital, Geopolitics, Capital Allocation, and Anthropic. Notable guests include John Ja-wook Chi (Author, The Tao of Fundraising), Vlad Torgovnik (President, Liberty Mutual Investments), Kareem Amin (CEO, Clay), and Alex Sacerdote (Founder and Portfolio Manager, Whale Rock Capital Management). Episodes span from Mar 2025 to Jul 2026.

61episodes
1,856total claims
12topics covered
61 episodes
The 2028 Natural Gas Crisis No One Sees Coming
Jul 21, 2026

A historic US natural gas deficit is projected to begin in mid-2028, with storage levels falling below all known records by 2029, leading to a potential price shock. The deficit is driven by a comb...

Natural GasLNG ExportsAI Data CentersElectricity Prices+11 more
How to Raise a Few Billion Dollars
Jul 14, 2026

Fundraising success hinges on building trust, which is distinct from and more powerful than an investor's logical belief in an idea. A core framework for persuasion is 'Desire minus Fear,' emphasiz...

Venture CapitalFundraisingInvestor PsychologyTrust+11 more
The Billion Dollar PDF
Jul 7, 2026

In private markets, narrative and storytelling are paramount for fundraising, as a compelling vision (a "billion-dollar PDF") can attract massive capital long before financial returns are realized....

Venture CapitalPrivate MarketsStorytelling in BusinessFundraising+11 more
The Two Harvard Dropouts Who raised $800M to take on NVIDIA
Jun 30, 2026
Investing a $120 Billion Balance Sheet with No Outside Investors
Jun 23, 2026
Clay’s CEO Thinks Differently About Everything
Jun 16, 2026
Why the AI Boom Is Just Getting Started
Jun 9, 2026
Uber CEO on AI, Autonomous Vehicles, and the Future of Transportation
Jun 3, 2026
Legendary Investor Dan Loeb on AI, Credit, & Third Point’s $25B Strategy
May 28, 2026
Former DoD Advisor on How Silicon Valley is Rewiring the U.S. Military
May 26, 2026
Gavin Baker on Orbital Compute, TSMC, and Frontier Models
May 20, 2026
How Claude went from $9 billion to $30 billion in one year | CFO explains
May 13, 2026
How Brian Chesky Is Redesigning Airbnb for the AI Era
May 5, 2026
Lessons From a Life in the Markets | Paul Tudor Jones Interview
Apr 28, 2026
The Supply and Demand of AI Tokens | Dylan Patel Interview
Apr 23, 2026
Designing the Modern Health Stack | Alex Karnal
Apr 21, 2026
The Nuclear Fuel Cliff That Could Break AI
Apr 14, 2026
What 100 Years of American Finance Tells Us About Today
Apr 8, 2026
World's Top Researcher on AI, LLMs, and Robot Intelligence
Mar 31, 2026
Why Now is the Best Time to Buy Public Software Companies
Mar 24, 2026
How to bet on yourself (without venture capital)
Mar 17, 2026
How AI Is Changing Warfare | Palantir CTO
Mar 10, 2026
The World's Greatest Energy Trader on Markets, China, and AI
Mar 4, 2026
Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX
Feb 24, 2026
The Secretive PE Firm Behind Burger King, Tim Hortons, Skechers and Hunter Douglas (3G Capital)
Feb 10, 2026
Why The Laws of Startup Physics Have Changed | Ben Horowitz Interview
Feb 3, 2026
He Built The Revenue Engines for Google, Facebook & Square
Jan 29, 2026
How Ladder Became #1 Strength Training App
Jan 13, 2026
The Netflix Culture Code That Changed Entertainment Forever | Reed Hastings Interview
Jan 6, 2026
Finding The 1% of Stocks That Matter | Henry Ellenbogen Interview
Dec 16, 2025
GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview
Dec 9, 2025
How a16z Growth Invests
Dec 2, 2025
Inside General Atlantic: How a $100B Growth Equity Firm Invests
Nov 25, 2025
Ari Emanuel’s "Anti-AI" Bet on Live Entertainment
Nov 19, 2025
How Great Founders Tell Their Story
Nov 11, 2025
The Playbook on Buying and Running Companies Forever
Nov 4, 2025
The Anatomy of Ramp's Hyper-Growth | Karim Atiyeh Interview
Oct 21, 2025
China vs America: The Battle for Global Dominance Explained | Dan Wang interview
Oct 16, 2025
The Future of AI Agents | Jesse Zhang Interview
Oct 6, 2025
Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview
Sep 30, 2025
How Barry Diller Built Entertainment Empires
Sep 23, 2025
5 Ingredients for the Perfect Investment | Jeff Horing Interview
Sep 16, 2025
Alpha School's Disruptive Vision for the Future of Education
Aug 26, 2025
The CEO Who Cheated Death, Slept an Hour a Night, and Built a Healthcare Empire
Aug 19, 2025
The Data on America's Economic Split | Andrew Milgram Interview
Aug 5, 2025
How This VC Went From Broke to Becoming the Hot Hand in Silicon Valley
Jul 29, 2025
The Investment Firm That Can 'Do Anything' | Sixth Street CEO Alan Waxman
Jul 15, 2025
Clear's Turnaround from Bankruptcy to IPO with CEO Caryn Seidman Becker
Jul 8, 2025
How Jens Grede Hacked Pop Culture to Build a Billion-Dollar Brand
Jul 1, 2025
The Chainsmokers’ Journey from DJs to VCs
Jun 24, 2025
Why This Veteran Venture Capitalist Avoids AI Hype | Jay Hoag Interview
Jun 17, 2025
The Gift and The Curse of Staying Private with Bill Gurley
Jun 10, 2025
How Apollo Built an $800 Billion Capital Markets Giant | John Zito Interview
Jun 3, 2025
How Graham Weaver Turns Recent Grads Into CEOs
May 27, 2025
Spotify’s Journey To Profitability
May 20, 2025
The Obsession That Creates Enduring Companies | David Senra Interview
May 6, 2025
Investor Details Carvana's Wild Ride From -99% To Market Leader | Cliff Sosin Interview
Apr 29, 2025
Finding the Next Figma, Wiz, & Stripe Before It's Obvious | Neil Mehta Interview
Apr 15, 2025
Michael Ovitz - Turning Potential Into Prominence
Apr 8, 2025
The AI Lab Revolutionizing Smell
Mar 18, 2025
Kelly Granat
Mar 12, 2025

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