Best Colossus | Investing & Business Podcasts Podcasts (2025)

1
monday.com⁠: Work Management Software - [Business Breakdowns, EP.217] 1:17:01

3h ago1:17:01

1:17:01

Today we are breaking down the work management software platform monday.com. Founded in February 2012, today monday.com has a market cap of over $14 billion. The platform has transformed a simple task management tool to a versatile platform serving numerous industries and use cases. I am joined by Ben Hensman, Portfolio Manager of the Global Tech F…

1
Quarterly Market Recap: Q1 2025 - [Making Markets, EP.60] 44:48

4d ago44:48

44:48

In this quarterly market recap, Matt Reustle turns the mic on Eric to analyze the tumultuous market environment of Q1 2025. They discuss the significant market downturn following the implementation of unexpected tariff policies, with the S&P down over 8% and Nasdaq down 12.5% by mid-April. Eric provides insights into how surprisingly high tariff an…

1
Interactive Brokers: Margin Masters - [Business Breakdowns, EP.216] 45:03

4d ago45:03

45:03

This is Zack Fuss. Today, we are breaking down Interactive Brokers, widely recognized as IBKR. Founded in 1978, Interactive Brokers evolved from a market maker on the American Stock Exchange to a global, cutting-edge electronic brokerage firm. Its founder, Thomas Peterffy, remains far and away its largest shareholder and has earned his place as one…

1
Asurion: The Early Days (‘95-‘01) with Kevin Taweel - [50X, S2 EP.1] 1:08:42

6d ago1:08:42

1:08:42

Today’s episode is the first in a series of three on Asurion, the world’s leading tech care company with more than 300 million customers. In an interview with Co-Founder and Chairman Kevin Taweel, we explore Asurion’s scrappy origins in roadside assistance, acquisitive entry into handset insurance, contentious capital allocation decisions, and much…

1
Chemed: Empire of Care - [Business Breakdowns, EP.215] 45:23

13d ago45:23

45:23

This is Zack Fuss. Today we are breaking down Chemed. Chemed represents the union of two seemingly distinct businesses: end-of-life healthcare and plumbing services. As our guest aptly puts it, old houses and old people. The two underlying businesses, VITAS and the widely recognized Roto-Rooter, both offer interesting stories in their own right. Th…

1
Season 2: Asurion - (50X, Trailer) 2:40

13d ago2:40

2:40

50X is back for Season 2! This season centers on Asurion, the world’s leading tech care company with over 300 million customers. Hosted by Will Thorndike, author of The Outsiders and a co-founder at Compounding Labs, 50X aims to dissect the anatomy of investments that have appreciated at least 50-fold. We track the often circuitous route to excepti…

1
Ecolab: Clean Machine - [Business Breakdowns, EP.214] 41:15

20d ago41:15

41:15

Today we are breaking down Ecolab, a global sustainability leader offering water, hygiene, and infection prevention solutions that protect people & the resources vital to life. As of this recording, Ecolab has a $66 billion market cap and protects over 36% of the world's packaged food supply and over 44% of the global milk supply. My guest is Todd …

1
Sebastian Mejia - Scaling With Soul - [Joys of Compounding, EP.27] 1:31:21

22d ago1:31:21

1:31:21

Our teacher today is Sebastian Mejia. He combines intellectual range with emotional depth and is the co-founder of Rappi, the on-demand delivery platform that has become one of Latin America's most influential tech companies. In this episode, we discuss resilience, identity, intuition, and building companies with a sense of urgency and wonder. We …

1
Mark Dow: Tariffs, Trade, and Trump - [Making Markets, EP.59] 53:20

25d ago53:20

53:20

My guest today for the second time is Mark Dow. Mark is one of my favourite thinkers on Macro, and his experience at the IMF, the US Treasury, and Wall Street gives him a truly unique perspective for the current moment. As we went through one of the biggest market and policy upheavals of my career, I reached out to Mark to help us make sense of thi…

1
Snap-on: Tools of the Trades - [Business Breakdowns, EP.213] 46:22

27d ago46:22

46:22

Today, we explore the world of tools to break down Snap-on. Snap-on has been around for over 100 years and operates with over a $17 billion market cap. It has continuously evolved the straightforward model of selling tools to specialists, like mechanics, into a durable business model while carving out a leadership position in the professional tools…

1
Barry Ritholtz: Cutting Through Financial Noise - [Making Markets, EP.58] 1:10:15

1M ago1:10:15

1:10:15

My guest today is Barry Ritholtz. As the founder & CIO of Ritholtz Wealth Management Barry manages assets of over $5B. He is also a famous author and commentator, fondly known as the 'Prickly Prophet of Wall Street' for his contrarian views. In this conversation, Barry shares the origin story and the ideas behind his latest book, "How Not to Invest…

1
Goosehead: Insuring Coverage - [Business Breakdowns, EP.212] 1:09:07

1M ago1:09:07

1:09:07

Today we are breaking down Goosehead Insurance. I always enjoy hearing about how a new entrant has effectively carved out a niche in a world of incumbents and Goosehead fits that billing perfectly. I'm joined by Geoff Collette, founder and PM of Aeon Capital Partners, and he walks us through the story of Goosehead identifying a bottleneck in the ho…

1
Compass: Meals for the Masses - [Business Breakdowns, EP.211] 58:14

1M ago58:14

58:14

Today, we are breaking down the food catering giant Compass Group. Whether it's your corporate cafeteria, the food stands at a sporting event, or the old hospital food tray, the food services industry is all around you. Compass is the giant in this space, with a history that dates back to the emergence of this outsourced trend. My guest is Asif Jee…

1
Evan Tindell: Value Investing in 2025 - [Making Markets, EP.57] 39:06

2M ago39:06

39:06

My guest today is Evan Tindell. Evan graduated from MIT and became a professional poker player before entering the investing world. He’s now the co-founder and CIO of Bireme Capital, where he’s delivered over 19% annualized returns since 2016 by sticking to classic, old-school value investing. In this conversation, we talk about how Evan developed …

1
EssilorLuxottica: Sight To Behold - [Business Breakdowns, EP.210] 44:25

2M ago44:25

44:25

Today we are breaking down EssilorLuxottica, a global leader in the eyewear industry, formed by the merger of Essilor and Luxottica in 2018. Today the business sports a nearly $130 billion market cap. EssilorLuxottica represents a vertically integrated business, encompassing design, manufacturing, distribution, and retail operations across both vis…

1
Chad Cascarilla - Blockchain’s Carpenter - [Joys of Compounding, EP.26] 1:24:16

2M ago1:24:16

1:24:16

Our teacher today is Chad Cascarilla, co founder and CEO of Paxos, the leading regulated blockchain infrastructure company that is reimagining a complete technological replatforming of our global financial markets. Paxos aims to democratize finance by enabling instant global asset movement, partnering with industry leaders like PayPal, Stripe, Mas…

1
Watsco: Air Apparent - [Business Breakdowns, EP.209] 55:54

2M ago55:54

55:54

Today we are breaking down Watsco, the market leader in HVAC distribution with a unique value proposition. If you've ever had an air conditioning issue, there's a decent chance it was a Watsco distributor on the other side of that phone call. My guests today are Lucy Adams, Investment Director at Caledonia Investments, and Alan Murran, Co-Head of P…

1
Apollo: Connoisseurs of Complexity - [Business Breakdowns, EP.208] 1:13:28

2M ago1:13:28

1:13:28

Today, we are breaking down the global alternative asset manager, Apollo. I reflected on my personal experiences with Apollo for this episode, and there's a saying that hard work can beat talent when talent doesn't work hard. Well, Apollo has talent, and Apollo works really damn hard. They will do everything they can to protect their capital, so…

1
Jonathan Birnbaum: Modernizing the Bond Market - [Making Markets, EP.56] 42:54

2M ago42:54

42:54

My guest today is Jonathan Birnbaum, the Founder and CEO of OpenYield. After over a decade in finance, Jon set out to tackle a challenge close to my heart—bringing a modern trading experience to the world of Fixed Income. Today, he breaks down how market structure, technology, and regulation have shaped the evolution of trading platforms. We also c…

1
Phil Huber: The Case for Private Credit - [Making Markets, REPLAY] 43:56

2M ago43:56

43:56

Today we are replaying my conversation with Phil Huber, the Head of Portfolio Solutions at Cliffwater. The private credit market has exploded recently, with Assets under management reaching a staggering $1.2T last year. I’ve been a little skeptical of this asset class, so I asked Phil to come on and convince me otherwise. We talk about the demand s…

1
Cognex: Vision Quest - [Business Breakdowns, EP.207] 43:45

3M ago43:45

43:45

Today we are breaking down machine vision leader, Cognex. Cognex Corporation is an American manufacturer of machine vision systems, software and sensors used in automated manufacturing to inspect and identify parts, detect defects, verify product assembly, and guide assembly robots. It is not your typical reoccurring revenue story. They are a self …

1
Jacqui Morby - The Queen Of Software - [Joys of Compounding, EP.25] 40:36

3M ago40:36

40:36

Today’s teacher is Jacqueline Morby. She may well be the greatest investor you've probably never heard of. For anyone who invests in software or participates in the now nearly trillion dollar global growth equity industry, chances are Jackie helped to shape and give rise to the professional world you inhabit. In 1978 at the age of 40, and with her …

1
Rolls-Royce: Turbines and Tribulations - [Business Breakdowns, REPLAY] 54:41

3M ago54:41

54:41

Today, we are breaking down Rolls-Royce. A fair warning to those expecting to hear about luxury automobiles, that division was split from this business in the 1970s. But as we discuss the history of Rolls-Royce on this episode, you will hear how the DNA of this company still ties together from its early 1900s origins. Our guest is Graeme Forster fr…

1
Hester M. Peirce: The Next Chapter of Crypto Regulations - [Making Markets, EP.55] 18:51

3M ago18:51

18:51

My guest today is SEC commissioner Hester Peirce, also known as the Crypto mom for her strong support of the industry. Commissioner Peirce was recently appointed as the head of the SEC’s new Crypto Task Force, and here, she lays out her overall, vision, key goals, and her thoughts on the Howie test and the tension between free markets and protectin…

1
AMETEK: Industrial Excellence - [Business Breakdowns, REPLAY] 54:11

3M ago54:11

54:11

Today, we are replaying one of our favorites, breaking down the industrial conglomerate AMETEK. AMETEK is a great pairing with last week's episode on Jack Henry. These are two businesses with very long track records executing a playbook. AMETEK is one of eight companies that Mark Leonard and his team at Constellation Software studied as they built …

1
Jack Henry: VMS King - [Business Breakdowns, EP.206] 1:01:53

3M ago1:01:53

1:01:53

Today, we are breaking down Jack Henry. If you're not familiar with it, Mark Leonard of Constellation Software once referred to this business as their ‘gold standard.’ Jack Henry is a true best in class operator within the vertical market software space. To break down the business, I'm joined by Bob Desmond, Portfolio Manager and Head of Claremont …

1
Meb Faber: Taxation and Diversification - [Making Markets, EP.54] 54:33

3M ago54:33

54:33

My guest today is Meb Faber, the co-founder and CIO of Cambria Investments, an RIA that manages over $2B in assets. Meb is also one of the biggest investing nerds I know, and today, we dive into a wide variety of topics, from taxation to portfolio construction to various asset classes. We start by diving into the 351 exchange, its mechanics, and th…

1
APi Group: Safety Services at Scale - [Business Breakdowns, EP.205] 50:33

3M ago50:33

50:33

This is Zack Fuss. Today, we are breaking down APi Group, a leading provider of life safety and specialty services to buildings and construction projects. While not necessarily a household name, APi's services play a vital role in the buildings where we live and work. With over 100 acquisitions under their belt, they've strategically built a busine…

1
Rich Wells - Keep Moving - [Joys of Compounding, EP.24] 1:22:22

4M ago1:22:22

1:22:22

This is Rick. Today's teacher is Rich Wells, managing director of Insight Partners, which celebrates its 30th anniversary this month. I've known Rich for 20 years since our time as section mates in business school, where he was consistently recognized as the smartest person in the room. Rich is universally regarded as one of the preeminent private …

1
Kaspi.kz: The Kazakh Super-App - [Business Breakdowns, EP.204] 55:42

4M ago55:42

55:42

This is Zack Fuss. Today, we are breaking down Kaspi, a leading financial technology company based in Kazakhstan best known for its super app. Kaspi plays a central role in the lives of millions of Kazakh citizens by offering a seamless ecosystem that combines payments and digital wallets, e-commerce, and financial services. Its success is often at…

1
Quarterly Market Recap: Q4 2024 - [Making Markets, EP.53] 42:24

4M ago42:24

42:24

In this Q4 2024 recap episode of Making Markets, Eric and Matt examine how markets defied bearish expectations, with the S&P 500 up 23% and Bitcoin surging 150%. Eric provides insight into Bitcoin's growing institutional adoption, particularly focusing on BlackRock's record-breaking Bitcoin ETF launch and its implications for the broader crypto mar…

1
Gaming Consoles Part 3: Nintendo - [Business Breakdowns, EP.203] 1:15:54

4M ago1:15:54

1:15:54

Today's episode is the third in our three-part miniseries on video game consoles. Here, we are breaking down Nintendo. Our guest is Ryan O'Connor, the founder of Crossroads Capital. He has a wealth of knowledge about Nintendo, and you will hear it throughout this episode. We discuss the history of the brand and business, including how it revitalize…

1
Gaming Consoles Part 2: Sony - [Business Breakdowns, EP.202] 47:29

4M ago47:29

47:29

This is the second episode of our multi-part series on the video game console market. If you've yet to listen to Episode One, Sia Kamalie is the founder and fund manager at Skycatcher. Join me in breaking down the video game console market and his thesis for why it's an inflecting opportunity. In this episode, we go micro and Sia is back to break d…

1
Gaming Consoles Part 1: The Thesis - [Business Breakdowns, EP.201] 54:07

4M ago54:07

54:07

Today's episode is the first in a multi-part series on the video game console market. Our guest is Sia Kamalie, the founder and fund manager at Skycatcher. Skycatcher describes itself as focused on capturing asymmetry at the internet frontier, and Sia has very strong conviction that the video game console market is entering a major paradigm shift w…

1
Arm: The Silicon Blueprint - [Business Breakdowns, EP.200] 43:43

4M ago43:43

43:43

This is Zack Fuss. Today, we're breaking down Arm Holdings. Arm designs the architecture powering billions of devices, from smartphones and data centers to IoT devices and automotive systems. In this episode, we'll explore Arm's unique value proposition and how it thrives as a licensing giant in a market dominated by leading-edge manufacturers. To …

1
Mitch Rales - The Art of Compounding - [Joys of Compounding, REPLAY] 2:06:37

4M ago2:06:37

2:06:37

Before we turn the page on 2024, we wanted to shine one more light on the man behind our most popular class of the last year. And that's Mitch Rales, co-founder of Danaher, one of the most impressive businesses to have been built anywhere in the world this past century. Having co-founded Danaher 40 years ago alongside his brother and best friend St…

1
Eric Johnson: The Complex World of Global Logistics - [Making Markets, EP.52] 1:02:04

4M ago1:02:04

1:02:04

My guest today is Eric Johnson, the Senior Technology Editor at the Journal of Commerce. With over 20 years of experience covering the intersection of logistics and technology, Eric brings a wealth of knowledge to the table. In our conversation, we explore the complex and fascinating world of logistics—how goods move from point A to point B, the my…

1
Kering: It’s Gucci - [Business Breakdowns, EP.199] 45:27

4M ago45:27

45:27

Today, we are breaking down the global luxury group Kering. You know Kering from its brands Gucci, YSL, Bottega Veneta, Balenciaga, and the list goes on. It's a luxury house similar to LVMH, but LVMH over the past five years is up over 40% and Kering is down over 60%. To break down Kering, I am joined by Jonathan Eng, portfolio manager at Causeway.…

1
2024 Anecdotes to Remember - [Business Breakdowns, EP.198] 42:00

5M ago42:00

42:00

Today we have a special year-end episode of Business Breakdowns, running through some of the best ideas that were featured on the podcast. The goal of the podcast is to detail whatever business we're covering that day. But when you think about the best investors, the best business builders, they're constantly borrowing insights from the success sto…

1
FilterBuy: Fresh Air - [Business Breakdowns, EP.197] 51:22

5M ago51:22

51:22

Today we‘re breaking down FilterBuy. From time to time, I come across a compelling founder who is willing to cover everything about their business and David Heacock, founder of FilterBuy, is exactly that. We explored the psychology of David's transition from Goldman options trader to starting an air filter business in Alabama just over 10 years ago…

1
Inditex: Fast Fashion - [Business Breakdowns, EP.196] 58:24

5M ago58:24

58:24

Today we are covering the world of fast fashion. If you don't know the name Inditex, you certainly know Zara, the core business inside Inditex. My guest, Alistair Wittet, recently launched Aecus Partners, an equity boutique specializing in European and global equities, and has followed Inditex for decades. He gets into how the company pivoted its b…

1
Charlie Shrem: The Journey of Bitcoin - [Making Markets, EP.51] 49:29

5M ago49:29

49:29

My guest today is Charlie Shrem. Charlie was a founding member of the Bitcoin Foundation and BitInstant - one of the earliest Bitcoin exchanges. In this episode, he takes us through his incredible life story-starting with how an Orthodox Jew from Brooklyn got into the wild world of Bitcoin. He then talks about how Bitcoin went from a toy to a real …

1
Alternative Lending in Real Estate - [Business Breakdowns, EP.195] 1:01:35

5M ago1:01:35

1:01:35

Today we are breaking down commercial real estate lending with Josh Zegen, co-founder and managing principal of Madison Realty Capital. Josh and his team at Madison launched in 2004 and evolved from a hard money lender when there really was no alternative industry called commercial real estate lending. They've developed into a single-source capital…

1
Marcus Freeman - Choose Love, Choose Hard - [Joys of Compounding, REPLAY] 42:25

5M ago42:25

42:25

In honor of Notre Dame clinching a playoff spot, we're replaying our conversation from earlier this year with head coach Marcus Freeman. We discuss the power of relationships and how he talks with his players about the concepts of hard work & love. Marcus delves into what it takes to focus on inputs rather than outputs, especially as the college sp…

1
SpaceX: Rocket Ship - [Business Breakdowns, EP.194] 1:02:29

5M ago1:02:29

1:02:29

Today we are breaking down SpaceX. Luke Ward from Baillie Gifford was the perfect match for this episode, as he and his team first invested in SpaceX in 2018. We cover the story of SpaceX and its scientific magic, but we really key in on the business model. We focus on the cost curve of launches, separating manufacturing from reusability. Luke gets…

1
Adam Abbas: Navigating the Credit Markets - [Making Markets, EP.50] 56:43

6M ago56:43

56:43

My guest today is Adam Abbas, Portfolio Manager and Head of Fixed Income at Oakmark. After recording over a hundred podcasts, I was thrilled to finally chat with another Fixed Income manager. We start with some valuable lessons from investing in the TMT sector, the impact of zero interest rates, and the role of monetary policy in the credit markets…

1
Investing in Venture Secondaries - [Business Breakdowns, EP.193] 53:05

6M ago53:05

53:05

Today, we are covering the increasingly thematic market of venture secondaries. My guest is Ravi Viswanathan, founder and managing partner of NewView Capital. We cover some of the basics around these transactions because so much of private markets are bespoke. And while Ravi confirmed that the bespoke nature makes each individual secondary deal uni…

1
Patrick Griffin - The Lessons of History - [Joys of Compounding, EP.23] 1:17:15

6M ago1:17:15

1:17:15

Today’s teacher is renowned historian Patrick Griffin. Patrick is the former chair of the Department of History at the University of Notre Dame. In 2021, he was named the Harold Vivian Harmsworth Visiting Professor of American History at the University of Oxford, perhaps the highest honor an American historian can receive. He joined us to explore “…

1
Informa: Where Industries Meet - [Business Breakdowns, EP.192] 59:31

6M ago59:31

59:31

Today we are breaking down Informa. At its core Informa is a live events business headquartered in the UK. While media conversations often revolve around consumer giants like Disney, Informa operates in a different realm entirely - dominating the world of business-to-business connections through the largest portfolio of trade shows and events globa…

1
Eric Seufert: A Primer on Digital Advertising - [Making Markets, EP.49] 53:37

6M ago53:37

53:37

My guest this week is Eric Seufert. In the words of Ben Thompson from Stratecherry, Eric is arguably the best writer and commentator on digital advertising, and today, he gives us a masterclass on the subject. We start by talking about Apple’s ATT framework, Meta’s recovery, and what the current ecosystem looks like. We also talk about X, advertisi…

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