Best Colossus | Investing Podcasts (2025)

1
Sid Malladi - The Future of B2B Trade - [Making Markets, EP.62] 50:31

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7d ago50:31

50:31

My guest today is Sid Malladi, founder of Nuvo. Behind every product, from wine to lumber to steel, is a complex web of B2B relationships, built slowly, at high cost, and constrained by risk. Nuvo aims to change that by building a digital network that accelerates onboarding, visibility, and trust. In this conversation, Sid takes us through that jou…

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Robbie Cannon: The Evolution of Asset Management - [Making Markets, REPLAY] 53:54

21d ago53:54

53:54

Today we are replaying my conversation with Robbie Cannon. Robbie founded Horizon Investments in 1999 and grew the company to $7B in AUM before selling in 2021. Today, he takes us on a tour of the asset management industry. We cover many fascinating topics, such as the industry's evolution over 25 years, the blurring of lines between wealth and ass…

1
Dan Dicker: The Great Oil Reckoning - [Making Markets, EP.61] 45:56

1M ago45:56

45:56

My guest today is Daniel Dicker, a seasoned oil trader, former floor broker at the NYMEX, and well-known expert on energy markets. Over a three-decade career, Daniel has seen the full arc of oil’s role in financial markets—from a bellwether commodity to a sidelined input. In this conversation, we explore why oil has fallen off the radar for many in…

1
Asurion: Retracing the Path to 100 times 50x with Irv Grousbeck - [50X, S2 EP.3] 59:24

1M ago59:24

59:24

Today’s episode is the finale of our season on Asurion, the world’s leading tech care company with more than 300 million customers. In an interview with legendary long-time director, Irv Grousbeck, we discuss Irv’s path to investing in Asurion, his stewardship across several cohorts of PE ownership, and compare Asurion to Irv’s previous power law e…

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Asurion: The Flywheel Era (‘01-‘07) with Kevin Taweel - [50X, Asurion S2 EP.2] 1:01:05

1M ago1:01:05

1:01:05

Today’s episode is the second 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 dive deep into Asurion’s divinely discontent culture, hyper-rational approach to talent management, growth over $1 billion in sales, and transformati…

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

2M 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…

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

2M 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…

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

2M 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…

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

2M 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
Barry Ritholtz: Cutting Through Financial Noise - [Making Markets, EP.58] 1:10:15

3M 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…

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

3M 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 …

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

3M 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

4M 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
Hester M. Peirce: The Next Chapter of Crypto Regulations - [Making Markets, EP.55] 18:51

4M 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…

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

5M 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…

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

5M 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…

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

6M 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…

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

7M 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
Adam Abbas: Navigating the Credit Markets - [Making Markets, EP.50] 56:43

7M 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
Eric Seufert: A Primer on Digital Advertising - [Making Markets, EP.49] 53:37

7M 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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Sam Rines: What the Election Means for Markets - [Making Markets, EP.48] 46:46

8M ago46:46

46:46

My guest this week is Sam Rines, economist, author and Macro Strategist at WisdomTree. Sam was the first guest on Making Markets one year ago, where a lot of his takes proved to be highly accurate. So we decided to record part II one week before the election. We start with his base case for the election, the potential scenarios, and what has and ha…

1
Joe Magyer: Entrepreneurship, Markets, and the Fed - [Making Markets, EP.47] 44:58

8M ago44:58

44:58

This week again, I’m again on the other side of the mic, as I’m interviewed by Joe Magyer, the founder of Seaplane Ventures. This is a wide-ranging conversation where we talk about the Fed rate cut, cover different asset classes including VC, PE, Fixed Income, and Public Equities, and my journey in building Canopy Capital. This episode first appear…

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Quarterly Market Recap: Q3 2024 - [Making Markets, EP.46] 38:58

9M ago38:58

38:58

Eric and Matt share insights on the market's performance through the third quarter of 2024, highlighting the S&P rising by 6% and a significant 50 basis point rate cut by the Federal Reserve, the first since the pandemic. Eric reflects on market sentiment and the complexities of predicting Fed actions, addressing the contrasts between past and pres…

1
Robbie Cannon: The Evolution of Asset Management - [Making Markets, EP.45] 53:54

9M ago53:54

53:54

My guest this week is Robbie Cannon. Robbie founded Horizon Investments in 1999 and grew the company to $7B in AUM before selling in 2021. Today, he takes us on a tour of the asset management industry. We cover many fascinating topics, such as the industry's evolution over 25 years, the blurring of lines between wealth and asset management, oligopo…

1
Jerry Derevyanny: Frameworks for Cannabis Investing - [Making Markets, EP.44] 37:46

9M ago37:46

37:46

My guest today is Jerry Derevyanny, a partner at Bengal Capital, a cannabis investing firm. Jerry has been a part of the regulated Cannabis industry since 2014, and today he shares the nuances of investing in this growing and unique industry. I enjoyed listening to Jerry’s frameworks for the industry, such as Ants versus Locusts, the similarities a…

1
David Nadig: The Complexities of Modern Markets - [Making Markets, EP.43] 40:13

10M ago40:13

40:13

My guest this week is David Nadig. David is the Financial Futurist for ETF Trends and ETF Database and has had over 25 years of ETF experience. We start off by acknowledging the debate over active and passive investing. David and I discuss the potential dangers of passive funds on market discovery, the inelastic markets hypothesis, and the effects …

1
Nir Kaissar: Economic Sentiment versus Reality - [Making Markets, REPLAY] 1:03:44

10M ago1:03:44

1:03:44

My guest today is Nir Kaissar. Nir is the founder and portfolio manager at Unison Advisors and one of my favorite economic commentators/columnists at Bloomberg. Today, he joins us for a wide-ranging discussion on the US economy. We start with the disconnect between the strong economic numbers and the sentiment amongst the population. We then cover …

1
Mark Dow: A Behavioral Macro View - [Making Markets, REPLAY] 57:25

10M ago57:25

57:25

My guest this week is Mark Dow. Mark started his career as an economist with the US Treasury and the IMF before he joined Wall Street. Today, he is the founder of behavourialmacro.com and runs a fund that combines his skillsets as a trader and an economist. In this discussion, we talk about why economists are usually bad investors, how Mark approac…

1
Nik Lentz: UFC Fighter Turned Trader - [Making Markets, REPLAY] 46:32

10M ago46:32

46:32

Today, we're replaying my episode with Nik “The Carny” Lentz. It's not every day you talk to a UFC fighter turned trader. And this conversation is both intense and insightful. We start by talking about Nik's journey from a difficult childhood to a UFC career and his philosophy on fighting, parenting, and life. We then cover his move to trading deri…

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Saurabh Mukherjea: The Case for Investing in India - [Making Markets, EP.42] 36:50

10M ago36:50

36:50

My guest today is Saurabh Mukherjea, the founder and Chief Investment Officer of Marcellus Investment Managers. Saurabh is one of the most articulate fund managers in India, and today, he lays out a compelling case for investing in the country. We start by contrasting India with China and explaining why China receives all the attention despite the …

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Herman Narula: Enabling the Metaverse - [Making Markets, EP.41] 49:18

11M ago49:18

49:18

My guest this week is Herman Narula, the CEO of Improbable. Improbable is an ambitious company that is building the infrastructure for an open metaverse. We dive into his vision for the metaverse, the technical requirements, the economic model, the role of blockchain, and more. We also cover the issues with AI regulations and the gaming industry. P…

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Sajith Pai: Unpacking India - [Making Markets, EP.40] 40:58

11M ago40:58

40:58

My guest today is Sajith Pai, a VC at Blume Ventures. Sajith is one of the leading thinkers on India, and today he takes us on a journey to understand this massive, fast-growing, and challenging market. We cover many of the unique features that define the country, such as the lack of trust and the low levels of debt. We also talk about segmenting t…

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Quarterly Market Recap: Q2 2024 - [Making Markets, EP.39] 29:40

11M ago29:40

29:40

In this quarterly recap, Matt turns the mic on Eric to delve into the remarkable performance of Q2, with the S&P up 4% and NASDAQ up 8%. They discuss the ongoing market strength, particularly driven by mega-cap growth companies and AI investment. The conversation covers the complexities active managers face, the unique AI spending cycle, the role o…

1
Nat Eliason: The Wild World of Crypto - [Making Markets, EP.38] 54:47

11M ago54:47

54:47

My guest today is Nat Eliason, an internet creator and writer of the new book Crypto Confidential. Nat takes us on his wild journey in Crypto, where he made and lost millions, worked on exciting projects, and suffered through hacks and scams. We also talk about the Olympus project, how he’s built a career on being early and why he’s devoting the ne…

1
Mastering Podcast Monetization with Matthew Sherry - [Making Media, EP.62] 59:05

11M ago59:05

59:05

Our guest today is Matthew Sherry, co-founder and CEO of Platform Media. Founded in 2021, the business is home to some of the UK’s biggest podcasts and was acquired earlier this year for an eight-figure sum. The business was founded to solve the two biggest problems in podcasting: distribution and monetization. Through a savvy social strategy and b…

1
Richard Teng: Binance's Next Chapter - [Making Markets, EP.37] 56:38

12M ago56:38

56:38

My guest today is Richard Teng, the CEO of Binance. As a former regulator in Abu Dhabi, Richard was instrumental in making the city one of the world’s friendliest places for crypto. Today, he leads the world's largest crypto exchange into the post-CZ era. We talk about the painful lesson of the past year, working with regulators and putting the cus…

1
Phil Huber: The Case for Private Credit - [Making Markets, EP.36] 43:56

12M ago43:56

43:56

My guest this week is 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 side of the equation, w…

1
B.B. Abbott: Nurturing Tomorrow's Baseball Stars - [Making Markets, EP.35] 38:04

12M ago38:04

38:04

My guest this week is B.B. Abbott. Over the past 25 years, BB has represented some of the generation’s biggest baseball stars, including Chipper Jones, Brian McCann, and past guest Corey Kluber. This was a short but action-packed episode, where we talked about the increasing intensity of childhood athletics, the economics of the player-agent model,…

1
Bob Elliott: The Goldilocks Economy - [Making Markets, EP.34] 53:51

1y ago53:51

53:51

My guest this week is Bob Elliott, the CIO of Unlimited Funds. Before Unlimited, Bob was on the investment committee at Bridgewater and led Ray Dalio’s personal research team for a decade. I’m a big fan of Bob’s work and his twitter account and was excited to talk to him on all things Macro. We start by diving into the current market cycle and the …

1
Ben Gordon: Investing in Farmland - [Making Markets, EP.33] 46:54

1y ago46:54

46:54

My guest this week is Ben Gordon, the CEO of Fractal. At Fractal, Ben runs a unique strategy, providing farmers with equity capital and investors exposure to a differentiated and uncorrelated asset class. Ben starts by making the case for investing in farmland and explaining why institutional ownership remains low in the category. We then dive into…

1
Adam Terry: The Rise of Cannabis Beverages - [Making Markets, EP.32] 51:25

1y ago51:25

51:25

My guest this week is Adam Terry, the co-founder and CEO of Cantrip. A few weeks ago, Aaron Edelheit came on the show and made the pitch for investing in Cannabis Beverages. Today, we talk to one of the leading operators in this space. This was a fun conversation where we really got into the weeds, pun intended, into the science of a very complicat…

1
Tony Cappell: Underwriting the Cannabis Industry - [Making Markets, EP.31] 51:24

1y ago51:24

51:24

My guest today is Tony Cappell, the Founding Partner at Chicago Atlantic. In 2018, Tony saw an opportunity to do private credit in Cannabis and has since built Chicago Atlantic is the largest lender in the space. We start by talking about the early days of Chicago Atlantic. We then move on to the challenges of underwriting in Cannabis, his views on…

1
Tom Dunleavy: The State of Web3 in 2024 - [Making Markets, EP.30] 41:48

1y ago41:48

41:48

My guest today is Tom Dunleavy. Tom spent a decade in traditional finance before moving onto Web3. Today he is the Managing Director of the Crypto VC firm MV Global. We start this conversation by exploring the current state of public and private crypto investing. Tom then outlines the process of raising capital, the role of Key Opinion Leaders, the…

1
Corey Kluber: Pitching for Success - [Making Markets, EP.29] 42:30

1y ago42:30

42:30

My guest today is Corey Kluber. For those who don’t follow baseball, Corey Kluber was a 3-time MLB all star and one of the great pitchers of the last decade. Today, he takes us on quick tour through his career and what it takes to succeed as an elite athlete. We also talk about the market for athletes, his strong views on childhood athletics, his p…

1
Every Things, Everywhere, All at Once with Dan Shipper - [Making Media, EP.61] 58:47

1y ago58:47

58:47

Our guest today is Dan Shipper, the co-founder and CEO of Every. Every started at the beginning of the pandemic as a bundle of business newsletters written by different authors. While writing is still at the heart of the business, the model has shifted focus to a daily newsletter that is an essay on technology, productivity, or AI. Dan and his team…

1
Nir Kaissar: Economic Sentiment versus Reality - [Making Markets, EP.28] 1:03:44

1y ago1:03:44

1:03:44

My guest today is Nir Kaissar. Nir is the founder and portfolio manager at Unison Advisors and one of my favorite economic commentators/columnists at Bloomberg. Today, he joins us for a wide-ranging discussion on the US economy. We start with the disconnect between the strong economic numbers and the sentiment amongst the population. We then cover …

1
Aaron Edelheit: Investing in Overlooked Industries - [Making Markets, EP.27] 50:24

1y ago50:24

50:24

My guest today is Aaron Edelheit, the CEO and Portfolio Manager at Mindset Capital. Aaron has spent his career practicing value investing in overlooked industries, like housing after the 2008 recession or Cannabis today. But we start the conversation by talking about another overlooked topic- burnout and the importance of disengaging from work. We …

1
Quarterly Market Recap: Q1 2024 - [Making Markets, EP.26] 36:50

1y ago36:50

36:50

Matt turns the mic on Eric for the quarterly recap where they reflect on a strong first quarter for 2024, the secular trends in market and investment structures, navigating the IPO market, and the next generation of investors. Please enjoy this episode of Making Markets. For the full show notes, transcript, and links to the best content to learn mo…

1
Tim Ferriss - Curating Curiosities - [Invest Like the Best, REPLAY] 1:24:30

1y ago1:24:30

1:24:30

This week, we bring you two titans of the podcasting world, Tim Ferriss and our very own Colossus chairman, Patrick O’Shaughnessy. We’re biased, but I think these two are two of the best interviewers in the world, and they recorded this conversation on Invest Like the Best for the 10th anniversary of Tim’s podcast. Matt and I thought you, our preci…

1
Brutus Clay: The Market for Racehorses - [Making Markets, EP.25] 50:27

1y ago50:27

50:27

My guest this week is Brutus Clay. Brutus is the Chairman and CEO of Runnymede Farms, the oldest operating thoroughbred farm in Kentucky. He takes us through the fascinating world of breeding and racing thoroughbreds. We talk about the buy side in this industry and the similarity to Venture Capital and Private Equity. We end by talking about the ho…