Best Colossus | Investing Podcasts (2025)

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

3d 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
Asurion: The Early Days (‘95-‘01) with Kevin Taweel - [50X, S2 EP.1] 1:08:42

5d 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
Season 2: Asurion - (50X, Trailer) 2:40

11d 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
Sebastian Mejia - Scaling With Soul - [Joys of Compounding, EP.27] 1:31:21

21d 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

24d 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

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

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

3M 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
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
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
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
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
Adam Abbas: Navigating the Credit Markets - [Making Markets, EP.50] 56:43

5M 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
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
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…

1
Sam Rines: What the Election Means for Markets - [Making Markets, EP.48] 46:46

6M 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
Rich Wong - The Art of Accel-ing - [Joys of Compounding, EP.22] 1:17:15

7M ago1:17:15

1:17:15

Today's teacher is Rich Wong, general partner at renowned venture firm Accel. Rich is a very special investor and leader, and he spent many years as an operator prior to his time in VC. What was going to be a short stint as a venture operating partner nearly 20 years ago turned into a defining pivot for Rich. He not only quickly reached the top of …

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

7M 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…

1
Quarterly Market Recap: Q3 2024 - [Making Markets, EP.46] 38:58

7M 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

7M 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
Ravi Gupta - Bring Joy - [Joys of Compounding, EP.21] 1:25:49

7M ago1:25:49

1:25:49

Today's teacher is Ravi Gupta, a partner at renowned venture firm Sequoia Capital. Ravi has had a fascinating and meandering career on his way to becoming a VC, from consulting at McKinsey to private equity at KKR to operations at Instacart as both CFO and COO. All along the way, Ravi was gathering and cultivating a unique set of skills that's equi…

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

8M 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

8M 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

8M 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

8M 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

9M 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…

1
Saurabh Mukherjea: The Case for Investing in India - [Making Markets, EP.42] 36:50

9M 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 …

1
Herman Narula: Enabling the Metaverse - [Making Markets, EP.41] 49:18

9M 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…

1
Paul, Rick & Friends - School's Out For Summer - [Art of Investing, EP.20] 2:54:17

9M ago2:54:17

2:54:17

We are back with a summer special and to celebrate, we have a cast of teachers joining us. In this episode, you’ll hear from the Mount Rushmore of business podcasters–Patrick O’Shaughnessy, David Senra, and Acquired’s David and Ben–as well as two of our favorite entrepreneurs. We’ll also reflect on what we’ve learned from our guests, from hosting t…

1
Sajith Pai: Unpacking India - [Making Markets, EP.40] 40:58

9M 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…

1
Quarterly Market Recap: Q2 2024 - [Making Markets, EP.39] 29:40

10M 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

10M 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

10M 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

10M 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
Acquired - From Obsession to Profession [Art of Investing, REPLAY] 1:38:27

10M ago1:38:27

1:38:27

Today we are replaying our classroom session with Ben Gilbert and David Rosenthal, founders of Acquired, the podcasting sensation telling the stories and strategies of the world's great companies. In this episode, we turn the tables on Ben and David in order to discover their own stories and the fairy dust behind acquired success. We'll cover the h…

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

10M 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

11M 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

11M 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

11M 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
Ho Nam - Lessons in Venturing Differently - [Art of Investing, REPLAY] 1:45:58

11M ago1:45:58

1:45:58

Today, we are replaying our conversation with Ho Nam, co-founder of Altos Ventures. As the numbers go, Altos is one of the greatest venture capital firms of the last quarter century. We unpack Ho's origin story and the values that shaped him most as a person and investor, and then we then turn to Altos itself. Altos has emerged as one of the most e…

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

11M 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

12M 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

12M 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…

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