Conversations about life in a world shaped by money.
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Lyn Alden: Studying the Financial System
57:31
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57:31
My conversation with Lyn Alden, author of Broken Money. Twitter: @LynAldenContact Disclaimer: I write and podcast for entertainment purposes only. This is not investment advice.
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Nervous System Mastery with Jonny Miller
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44:17
I recently had the pleasure of speaking with Jonny Miller, writer, podcaster, and breathwork facilitator. Jonny wrote some of my favorite recent pieces, including the amazing operating manual for the nervous system and How to Pay Off Your Emotional Debt. Jonny also puts together terrific small wikis like this one on emotional resilience, the ‘spiri…
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Cultivating the Creative Seventh Sense with William Duggan
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51:37
I had a chance to interview William Duggan, professor at Columbia Business School and author of Strategic Intuition. He explained how Kendo led him to his big idea, the difference between creative/strategic intuition and expert intuition (with examples including Howard Schultz, Henry Ford, and Elizabeth Holmes), and the roles of memory, passion, an…
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Escaping the Caterpillar Pillar with Jared Dillian
1:04:51
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1:04:51
Hello everyone, I had the pleasure of chatting with Jared Dillian, author of The Daily Dirtnap and We're Gonna Get Those Bastards, about his new book Those Bastards. Years ago, I read his book Street Freak and I fondly remembered his wit, candor, depth of introspection, and keen eye for the antics of markets. Those Bastards is a collection of Jared…
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So Far, So Good: Roy Neuberger's Long Walk Down Wall Street
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28:09
"What first led me to Wall Street was a desire to make money so I could buy great art and support artists. What I didn't know when I started is that working on Wall Street can be a fascinating art in itself and one for which I was almost immediately suited." — Roy Neuberger DISCLAIMER. I write and podcast for entertainment purposes only. None of th…
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Drew Cohen of Speedwell Research: Deep Research and Business Counterfactuals
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56:34
Disclaimer: None of this is investment advice. I write and podcast for entertainment purposes only and this conversation reflects our personal opinions. It should not be relied on to make investment decisions. Do your own work and seek your own financial, tax, and legal advice before making any investment decisions. Also see Speedwell’s Disclaimer.…
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Paul Podolsky and The Paradox of Financial Fiction
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1:13:16
My conversation with Paul Podolsky author of Master, Minion and the Things I Didn’t Learn in School Substack.
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Watching Game Tapes of History’s Best Entrepreneurs with David Senra of Founders Podcast
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48:49
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48:49
This conversation was originally published at Compound.
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Josh Wolfe, Lux Capital: Macro, Mentors, Motivation
1:04:03
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1:04:03
You can find a full transcript of this conversation at Compound.
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World Building with the Most Interesting People with Patrick O'Shaughnessy
1:06:14
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1:06:14
You can find a full transcript of this conversation Compound (part I, part II).
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Great Investors Build Networks and Never Stop Learning with Alix Pasquet III
1:27:20
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1:27:20
Alix Pasquet III is the Managing Partner and portfolio manager at Prime Macaya Capital. Disclaimer: The information contained in this summary has been prepared solely for informational purposes and is not an offer to sell or purchase or a solicitation of an offer to sell or purchase any interests or shares in any of the funds managed by Prime Macay…
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Adam Mead, Author of The Complete Financial History Berkshire Hathaway
1:02:53
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1:02:53
My conversation with Adam Mead, author of The Complete Financial History of Berkshire Hathaway.
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Julian Robertson: The Tiger Who Was a Wolf
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46:42
You can find the full essay on Julian Robertson at: neckar.substack.com/p/the-tiger-that-was-a-wolf-lessons
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Reflections on the Investing Process with Michael Mauboussin
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1:10:06
This conversation was recorded in June 2022. You can find a full transcript at manual.withcompound.com.
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Alix Pasquet: Learning for Analysts and Future Portfolio Managers
2:05:57
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2:05:57
Alix Pasquet III is the Managing Partner and portfolio manager at Prime Macaya Capital. Notes on substack. Presentation on youtube. Disclaimer: The information contained in this summary has been prepared solely for informational purposes and is not an offer to sell or purchase or a solicitation of an offer to sell or purchase any interests or share…
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Marc Rubinstein of Net Interest: Fascinating Financials
1:04:01
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1:04:01
I am a big fan Marc Rubinstein and his Net Interest substack and was very excited to finally record a conversation with him. Marc previously covered financials and fintech as a research analyst and hedge fund investor and now shares his takes on the sector with his readers on a weekly basis. It’s a very well written and insightful lens on a fascina…
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Nick Maggiulli: Just Keep Buying
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1:00:40
“We begin our lives as growth stocks and end our lives as value stocks.” I’m happy to share my conversation with my friend Nick Maggiulli who writes the excellent personal finance blog Of Dollars and Data. Nick just came out with his first book: Just Keep Buying: Proven Ways To Save Money And Build Your Wealth. He uniquely combines his data-driven …
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Sebastian Mallaby and the Machine for Manufacturing Courage
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58:16
Hello everyone, I’m excited to share my second conversation with Sebastian Mallaby. Last time, we discussed his book More Money Than God. A quote from that conversation stuck with me: “The key was to do an unreasonable amount of preparation work. It shows you're serious and not wasting people's time by asking the obvious questions." This time, we d…
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Mary Childs and her book The Bond King
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59:57
I’m excited to share my conversation with Mary Childs, author of The Bond King (and co-host at Planet Money) on the rise and fall of legendary bond manager Bill Gross. Mary and I talked about Bill’s breakfast habits (did low blood sugars end his career?!), his card counting days, the culture of paranoia at PIMCO, how he combined multiple sources of…
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Max Frumes: The Caesar's Palace Coup and Distressed Investing
1:10:11
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1:10:11
I’m excited to share my conversation with Max Frumes, co-author of The Casesar’s Palace Coup (with Sujeet Indap). I’m a big fan of the book and previously shared some notes on Twitter. It’s a deep dive into the buyout and bankruptcy of casino giant Caesar’s Entertainment and the slugfest between investors like Apollo, Oaktree, Appaloosa, GSO, Ellio…
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Evan Tindell of Bireme Capital
1:03:56
1:03:56
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1:03:56
I’m happy to share my conversation with Evan Tindell of Bireme Capital. I’ve enjoyed Evan’s thoughtful letters over the past couple of years and it was time to talk about this approach to investing. We dove into Evan’s background as a poker player, how he looks to exploit biases in his investment process, and how he navigated the ‘20-’21 bubble in …
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Jimmy Soni, his book The Founders, and the many lessons of Paypal
1:13:24
1:13:24
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1:13:24
“PayPal started off as a product with no use case. Then we had a use case but no business model. Then we had to build a sustainable business.” Amy Klement I’m very excited to share my conversation with Jimmy Soni, the author The Founders: The Story of Paypal. [00:01:00]: Introduction, how did Jimmy find the story and go about the research process? …
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Will Thomson of Massif Capital: A Reshuffling in Real Assets
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41:12
This is my conversation with Will Thomson of Massif Capital, a long-short fund in real assets, and particularly the “sectors most important to a low carbon economy: Energy, Basic Materials and Industrials.” It complements a written Q&A on the firm's process and thematic outlook. A few highlights: Will is fairly bearish on the current setup of a sta…
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Dan McMurtrie on Resilience, Recovery, and Longevity in Investing (Re-upload at higher volume)
1:16:32
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1:16:32
This is a re-upload of the episode at higher volume after some feedback that the conversation was difficult to understand on some devices. I’m very excited to share with you all a conversation with my friend Dan McMurtrie of Tyro Partners. The entire interview is about a topic that I believe is under-discussed but of vital importance to any investo…
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Dan McMurtrie on Resilience, Recovery, and Longevity in Investing
1:16:32
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1:16:32
I’m very excited to share with you all a conversation with my friend Dan McMurtrie of Tyro Partners. The entire interview is about a topic that I believe is under-discussed but of vital importance to any investor: resilience and recovery when dealing with sustained pressure and stress. I believe this is crucial to longevity in investing. A number o…
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David Tepper: The King of Bouncing Back
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47:58
I'm reading my full piece David Tepper: The King of Bouncing Back and key takeaways from the second part, What I Learned From David Tepper. You can find both pieces with all quotes and sources on my substack: neckar.substack.com. “For better or worse we’re a herd leader. We’re at the front of the pack. We're one of the first movers. First movers ar…
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Tom Morgan: The Voice Telling You It's Time To Move
1:22:49
1:22:49
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1:22:49
Today I’m joined by my dear friend Tom Morgan for a wide-ranging conversation around finding flow, recognizing resonance, the idea of moloch and slack, prophets and truth in the modern world, embodiment, and connecting mind and heart. Tom is one of my favorite writers and idea synthesizers. You can find his work at the KCP Group and on Twitter. It …
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Conversation with Rob Wertheimer: Studying Great Industrials & Searching for Compounders
1:00:27
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1:00:27
I’m very excited to share my conversation with Rob Wertheimer of Melius Research and one of the co-authors of Lessons from the Titans (my notes) I really enjoyed digging into the book’s big themes around the culture, business systems, and leadership of some of the most successful industrial companies. Rob shared his lessons on finding other compoun…
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William Green: Mastering Your Mind, Resilience, and Great Investors as Practical Philosophers
1:31:04
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1:31:04
I’m very excited to share my conversation with William Green (@williamgreen72), the author of RICHER, WISER, HAPPIER: How the World's Greatest Investors Win in Markets and Life. It’s one of my favorite investment books this year because it is so much more. William called it a “stealth spiritual book” and I put a sticker on my copy: “This is not a b…
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Kirk Kerkorian and the Lessons of Leverage
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“Life is a big craps game. I've got to tell you, it's all been fun.” This is a companion piece to my writeups of Kerkorian's story (part I, part II). Kirk Kerkorian was a self-made billionaire, aviator, entrepreneur, casino developer, and investor. It's one of my favorite rags-to-riches stories.
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I'm reading my latest piece, Gratitude, Desire, and a Money Paradox. “Desire is a contract that you make with yourself to be unhappy until you get what you want.” –Naval
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Sebastian Mallaby: Understanding Legendary Hedge Fund Investors
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1:09:26
I’m very excited to share my conversation with Sebastian Mallaby, the Paul A. Volcker senior fellow for international economics at the Council on Foreign Relations and author of several books including More Money Than Good, The Man Who Knew: The Life & Times of Alan Greenspan, as well as an upcoming book about the history of venture capital (The Po…
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Author Dominique Mielle: Damsel in Distressed
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56:20
Dominique Mielle was a partner and senior portfolio manager at Canyon Capital, a $25 billion fund, where she worked for twenty years. In this episode we discussed her career in the world of distressed investing, her book, and the hedge fund industry in general. 3:00: The WorldCom bond trade. 6:30: Dealing with a losing investment. 9:00: Importance …
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