Best Colossus | Investing & Business Podcasts Podcasts (2025)

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Doximity: The Hub of Healthcare - [Business Breakdowns, EP.236] 32:36

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3d ago32:36

32:36

Today, we are breaking down one of the more impressive B2B media businesses I have come across, Doximity. It's been called “the LinkedIn for doctors.” Jim Jones, partner and analyst at William Blair Asset Management, helped explain exactly how Doximity works as a business. Jim gets into the community engine that works for and around medical profess…

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Julian Flannery - Building a Medical Miracle Factory - [Joys of Compounding, EP.33] 1:35:19

14d ago1:35:19

1:35:19

Our teacher today is Julian Flannery, co-founder and CEO of Summas, a company democratizing access to the world's leading doctors to drive better health outcomes and cost savings for employers and health plans. As we explore the future of human health, we turn to specialty care, where U.S. healthcare's spiraling costs, inadequate speed, and care di…

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Cosmo Jiang - Unpacking Digital Asset Treasuries - [Making Markets, EP.70] 46:50

17d ago46:50

46:50

My guest today is Cosmo Jiang, Partner at Pantera Capital. Pantera was one of the earliest institutional voices to embrace digital asset treasury companies, or DATs, and helped catalyze the Solana DAT wave. We begin by unpacking the DAT investment thesis using a traditional fundamental investing framework. We then discuss the role of DATs in the cr…

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GE Aerospace: Full Throttle - [Business Breakdowns, EP.235] 59:20

24d ago59:20

59:20

Today we are breaking down GE Aerospace. We did cover GE several years ago, but that episode focused on Larry Culp's turnaround of the conglomerate. Ramesh Narayanaswamy, co-founder and portfolio manager of Tourbillon Partners, joins me to explore what is now a pure-play aerospace business. We discuss the unique dynamics of the aerospace supply cha…

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Matteo Franceschetti - The Sleep Maestro - [Joys of Compounding, EP.32] 1:07:00

26d ago1:07:00

1:07:00

Our teacher today is Matteo Franceschetti, co-founder and CEO of Eight Sleep, whose Pod technology ranks among the top five products that have meaningfully improved my quality of life. This conversation launches our series on founders and investors revolutionizing human health, covering everything from diagnostics to longevity science to biotechnol…

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Alternative Investing: Alts For All - [Business Breakdowns, EP.234] 50:14

1M ago50:14

50:14

This is Matt Reustle. Today, we are back to talk about increased access to alternative investing. My guest is Josh Clarkson, managing director at Prosek Partners. You may remember that Josh joined us last year in our primer series on private credit. He is back today to discuss what this development could mean for all the counterparties involved. W…

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Chris Boettcher: Health Without Hacks - [Making Markets, EP.69] 39:23

1M ago39:23

39:23

My guest today is Chris Boettcher, co-founder of Boettcher Health. Chris has a rule: if a health plan isn’t sustainable, it’s not worth doing. Today, he breaks down how to build a health system that actually lasts. We talk about the myth of willpower, how modern food and medicine created dependency, and how to design a life that actually supports y…

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Robinhood: Mobile First, Margins Later - [Business Breakdowns, EP.233] 1:00:15

1M ago1:00:15

1:00:15

This is Matt Reustle. Today we are breaking down Robinhood. My guest is Arthur Olson, founding partner at Ravenswood Partners. We get into how Robinhood grew from a mobile-native brokerage idea that faced many challenges along the way into the third-largest broker in the USA. Arthur educates on how the business model has evolved and diversified awa…

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CompoSecure: Heavy Metal - [Business Breakdowns, EP.232] 56:08

2M ago56:08

56:08

This is Matt Reustle. Today we are breaking down CompoSecure, a company that manufactures premium metal credit cards and payment cards. My guest is Parsa Kiai, Managing Partner at Steamboat Capital. What really made Parsa the ideal guest is that he has a history with CompoSecure from before the Dave Cote era, which started sometime in 2024. We get …

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Paul Bloch: Powering the AI Revolution - [Making Markets, EP.68] 38:45

2M ago38:45

38:45

My guest today is Paul Bloch, co-founder and CEO of DDN. Once bootstrapped for decades, DDN is now a multi-billion dollar company partnering with Nvidia, Google, and Blackstone, helping customers train the largest models in the world and deploy AI at scale. We discuss how Paul and his team spotted the AI inflection point early, why infrastructure p…

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Amphenol: The Nervous System for Electronics - [Business Breakdowns, EP.231] 53:36

2M ago53:36

53:36

This is Matt Reustle. Today, we are breaking down the industrial giant Amphenol. Amphenol pairs two of my favorite business frameworks that are often discussed on Breakdowns. Firstly, I am drawn to any company that specializes in selling mission-critical parts, which represent a small percentage of a manufacturer's total production cost. And secon…

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CHAPTERS Group - Building Europe's Next Software Champion - [Joys of Compounding, EP.31] 1:24:09

2M ago1:24:09

1:24:09

Our teacher today is Jan Mohr, CEO of Chapters Group, a publicly traded serial acquisition holding company with ambitions of becoming one of Europe's technology champions. Chapters' origins date back to a small software startup founded near Frankfurt in 1998. Twenty years later, the core business was sold to a strategic buyer, consolidating the mar…

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Quarterly Market Recap: Q3 2025 - [Making Markets, EP.67] 45:49

2M ago45:49

45:49

Eric and Matt break down a strong third quarter that saw the S&P 500 climb 10%, leaving Liberation Day's tariff chaos behind. They explore the growing divide between wealthy asset owners feeling great and everyone else struggling with inflation, while examining why bonds are pricing in Fed rate cuts even as stocks surge. The conversation turns to t…

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Media M&A - [Business Breakdowns, EP.230] 46:42

2M ago46:42

46:42

This is Matt Reustle. Today, we are exploring the world of media deals. My guest is Blake Saunders. Blake has been in media investment banking for almost two decades. When I first met him, he was a banker, so I wasn't expecting to lean into this relationship, but I often introduce Blake to others as the banker. We delve into the current deal landsc…

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David Senra - Lessons from the Founder Historian - [Joys of Compounding, REPLAY] 1:22:45

2M ago1:22:45

1:22:45

Today's teacher is ⁠David Senra⁠. David is an absolute force of nature who is taking the world by storm with his podcast "Founders." In class today, we enjoy access to the full spectrum of learnings from his decade-long study of history's greatest entrepreneurs, artists, athletes, and leaders. The library David built reflects a range of study that …

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Exor: Fiat Crisis to Ferrari Glory - [Business Breakdowns, EP.229] 48:00

2M ago48:00

48:00

This is Zack Fuss. Today, we are breaking down Exor. The origins of Exor date back to the end of the 19th century when Giovanni Agnelli founded the Auto Company Fiat. Over the company's 100-year-old history, a lot has changed. While some of the core assets remain the same today, Exor serves as an investment holding company. Its largest and most no…

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Entrepreneurship, Markets, and the Fed - [Making Markets, REPLAY] 44:58

2M ago44:58

44:58

In this replay, I’m 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 appeared on t…

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WaterBridge: Oil and Water - [Business Breakdowns, EP.228] 1:03:57

3M ago1:03:57

1:03:57

This is Matt Reustle. Today we are breaking down the recent IPO WaterBridge. I am joined by James Davolos from Horizon Kinetics. We start with HK's history with these very unique businesses that are off the radar for many with TPL, Landbridge and now Water Bridge. James gets into the weeds and nuances of what this business actually doesa and why t…

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Lessons from Steve Mandel - [Joys of Compounding, EP.30] 1:24:43

3M ago1:24:43

1:24:43

Our teacher today is Steve Mandel, founder of Lone Pine Capital, one of the defining investment firms of our time. For starters, Steve is, without question, among the most important leaders in the investment management industry. Consider that Seth Klarman once called him, “the best industry analyst I've ever met, who became the best long short hedg…

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Ritik Malhotra - The Future of Wealth Management - [Making Markets, EP.66] 36:17

3M ago36:17

36:17

My guest today is Ritik Malhotra, co-founder and CEO of Savvy. We’re in the middle of a powerful cycle in wealth management- advisors leaving big institutions to go independent. Savvy is building the infrastructure to make that transition possible. In our conversation, we explore the rise of RIAs, the challenges of breaking away, and how capital fr…

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Mercado Libre: E-commerce Empire - [Business Breakdowns, EP.227] 1:13:08

3M ago1:13:08

1:13:08

This is Matt Reustle. Today we are breaking down the Latam e-commerce Giant, Mercado Libre. My guest is Daniel Wu of Bristlemoon Capital. I was introduced to MELI about 15 years ago when it was still the eBay of Latam, and similar to a place that you revisit after a long time away, MELI looks a lot different than those early days. Just consider t…

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Darren Fisk: Navigating Real Estate Cycles - [Making Markets, EP.65] 1:09:57

3M ago1:09:57

1:09:57

My guest today is Darren Fisk, founder and CEO of Forum Investment Group. Darren’s journey runs from a late-night $100 bet in a frat house that propelled him into Division 1 football to building a national real estate platform. We try to keep the conversation as wide-ranging as his career, covering everything from cultivating drive and resilience i…

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Back to School with Chris Begg! - [Joys of Compounding, EP.29] 1:33:15

4M ago1:33:15

1:33:15

We've got just the class to help you get back into that learning machine mode. We're stoked to be joined by our good friend Chris Begg, founder of East Coast Asset Management and adjunct Associate Professor at the Helibrunn Center for Graham and Dodd investing at Columbia Business School. He teaches security analysis, perhaps the most legendary inv…

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Charlie Shrem: The Journey of Bitcoin - [Making Markets, REPLAY] 49:29

4M ago49:29

49:29

Today, we are replaying my conversation with 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…

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Compass: Real Estate Revolution - [Business Breakdowns, EP.226] 1:02:51

4M ago1:02:51

1:02:51

This is Matt Reustle. Today, we are breaking down the real estate broker Compass. Compass itself is a fascinating business and historically a controversial stock. It was founded in 2012 by Robert Reffkin and has scaled in that short period of time to become the largest real estate brokerage in the United States. Geoff Collette, founder of Aeon Cap…

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PE Perspective on Insurance Brokers - [Business Breakdowns, EP.225] 58:35

4M ago58:35

58:35

This is Matt Reustle. Today's Breakdown caters to both public and private investors alike. My guest is Aaron Cohen, head of the Financial Services and Technology Group at GTCR, and our topic is insurance Brokers. I was initially intrigued by Aaron and GTCR after seeing their announced $13 billion sale of Assured Partners to Arthur J.Gallagher, an …

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Zac Townsend: Insurance for the Crypto Era - [Making Markets, EP.64] 48:41

4M ago48:41

48:41

My guest today is Zac Townsend, co-founder and CEO of Meanwhile. Insurance is a product nearly everyone touches, but few understand, and even fewer try to reinvent. Meanwhile is doing just that, building a fully licensed life insurance carrier that holds its reserves in Bitcoin. In this conversation, we talk about what makes insurance structurally …

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CME Group: The House Always Wins - [Business Breakdowns, EP.224] 1:00:23

5M ago1:00:23

1:00:23

This is Matt Reustle and today we are breaking down the Chicago Mercantile Exchange. My guest is Adam Chandler, co-PM at Claremont Global, and together we get into the nitty gritty of exchanges. We all know how integral exchanges are to the financial system but we rarely stop to understand how they operate, how they make money, and how they shape …

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Quarterly Market Recap: Q2 2025 - [Making Markets, EP.63] 48:49

5M ago48:49

48:49

Eric and Matt dive into the fascinating dynamics of the market from the past quarter. Despite a 10% rise in the S&P 500, the quarter was marked by significant early volatility due to unexpected tariff announcements. The discussion covers the impact of tariffs on markets, the influence of global trade tensions, and the interplay between short-term a…

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Agilent: Back To The Lab - [Business Breakdowns, EP.223] 41:31

5M ago41:31

41:31

This is Matt Reustle. Today, we are breaking down Agilent. If you aren't familiar with Agilent, it is a $30 billion market cap company at the time of this recording, and they focus on one of the more interesting niches: equipment and instruments sold into laboratories. Its equipment is being sold to the life sciences sector, diagnostics, applied c…

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Patek Philippe: Watch Perfection - [Business Breakdowns, REPLAY] 58:35

5M ago58:35

58:35

This is Matt Reustle. Today we are replaying our Breakdown of Patek Philippe. You never own a Patek Philippe. You merely watch over it for the next generation. I'll say it's the best marketing campaign in history, a campaign appropriate for the world's premier watchmaker and a watchmaker worthy of a Business Breakdown. Our guest today is John Reard…

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Haseeb Qureshi: The TAM of Crypto - [Making Markets, REPLAY] 1:23:28

5M ago1:23:28

1:23:28

Today, we are revisiting my conversation with Haseeb Qureshi, managing partner at Dragonfly Capital. From making millions through poker before the age of 21, to going viral for an article on negotiation, to being hired personally by Naval Ravikant to be a crypto VC, Haseeb’s life could be a Netflix movie. We dive into that backstory and all he’s le…

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Alpha In Podcasts? - [Business Breakdowns, EP.222] 10:37

5M ago10:37

10:37

This is Matt Reustle. Today’s episode looks a little different. We are exploring whether podcasts can be a source of investment alpha, sparked by a Wall Street Journal article about portfolio manager Steve Schurr's success mining podcast transcripts for Millennium Management. I analyze performance data from over 200 companies covered on Business Br…

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Nexstar Media: Broadcasting's Biggest Bet - [Business Breakdowns, EP.221] 1:00:46

6M ago1:00:46

1:00:46

This is Zack Fuss. Today, we are breaking down Nexstar Media Group. Nexstar controls more local television stations than any other company in the US. This industry has experienced substantial consolidation, which has reshaped itself over the past decade and ultimately culminated in the emergence of businesses like Nexstar as the preeminent station…

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

6M 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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EQT: Returns at Scale - [Business Breakdowns, EP.220] 1:18:02

6M ago1:18:02

1:18:02

This is Matt Reustle. Today we are breaking down EQT, the Swedish global investment organization. Right off the top, I need to mention our guest today, Sean Barrett, who couldn't have been more perfect for this breakdown. Sean has been investing in the Alts since Blackstone christened this asset class just over a decade ago. Sean is the founder of…

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Will Thorndike - Lessons from the Eternal Outsider - [Joys of Compounding, EP.28] 1:28:54

6M ago1:28:54

1:28:54

Our teacher today is Will Thorndike, co-founder of Compounding Labs and author of the acclaimed book, “The Outsiders.” In our opinion, Will has emerged as one of the most influential and innovative investor minds of the past few decades. And if you care about long-term value creation and the art of capital allocation, chances are you've also benef…

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

6M 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…

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UnitedHealth Group: Beyond The Premium - [Business Breakdowns, EP.219] 1:04:50

6M ago1:04:50

1:04:50

This is Zack Fuss. Today, we're tackling a giant in a controversial and incredibly complex industry, UnitedHealth Group. At its recent apex, UNH was a half-trillion-dollar market cap business, the 15th largest listed business in the United States. Today, that market cap sits at just $275 billion. The company generates an excess of $400 billion in s…

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Moncler: The Après Playbook - [Business Breakdowns, EP.218] 59:03

6M ago59:03

59:03

Today we are breaking down Moncler, the high-end outerwear brand. Known for their down jackets and stylized M logo, it’s a mix of style and substance that blends into the brand history and evolution of Moncler. I am joined by Chris Davies, investment manager at Baillie Gifford to cover Moncler’s story, particularly in the hands of Remo Ruffini. We …

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Katie Koch - Be A Force Multiplier - [Joys of Compounding, REPLAY] 1:18:51

6M ago1:18:51

1:18:51

Our teacher today is Katie Koch. Katie is the President and CEO of the TCW Group, a storied firm with over 200 billion in assets under management and a fascinating 50-year legacy as a pioneer in the investment industry. Katie just took the TCW reins in 2023 after more than 20 years at Goldman Sachs. She joined Goldman right after college as the sel…

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

7M 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…

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Vulcan Materials: Rock On - [Business Breakdowns, REPLAY] 52:14

7M ago52:14

52:14

Today, we are replaying our Breakdown on Vulcan Materials. Vulcan is America's largest producer of construction aggregates. This includes all of the crushed rock, sand, and gravel, which gets used for the foundation of nearly everything around us. Think of all of the buildings, the roads, and the infrastructure that define the physical footprint of…

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

7M 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

7M 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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monday.com⁠: Work Management Software - [Business Breakdowns, EP.217] 1:17:01

7M 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…

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

7M 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…

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

7M 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

7M 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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Chemed: Empire of Care - [Business Breakdowns, EP.215] 45:23

7M 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…