Conversations with the best investors and business leaders in the world. We explore their ideas, methods, and stories to help you better invest your time and money. Hear stock market and boardroom insights you can't find anywhere else. If you're a professional investor, CEO, entrepreneur, or business strategist, this is for you. Explore all our episodes and learn more at https://www.joincolossus.com
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Learn how companies work from the people who know them best. We do deep research and interview industry veterans, investment professionals, and corporate executives to explain the inner workings of public stocks and private businesses. For each company, we break down their history, business model, financial statements, secret sauce, and bull/bear case. We believe every business has lessons to teach us and Breakdowns is here to highlight them. Learn more and stay up to date at www.joincolossu ...
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This 'podclass' is a series of discussions with the world's best investors, company builders, academics, athletes, artists and human beings devoted to exploring the joys of compounding in all its forms.
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Making Markets explores the psychology and structure that make up markets all over the world. Each week, Eric Golden speaks to experts about a different market so you can see what actually happens when money changes hands. From mainstream stock and bond markets to esoteric niches like vineyards, antique art, and crypto, we explain the transactions that underpin our economy. Visit joincolossus.com to find more episodes, transcripts and a library of content to continue your learning.
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The podcast about how publishers create, distribute, and monetize digital content.
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Dissecting the anatomy of extraordinary long-term investments. Learn more at 50Xpodcast.com.
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One of the top startup coaches in the world, Alisa Cohn, talks to founders, creators, advisors, investors and builders of all kinds about their insights and experiences in growing from Start-up to Grown-up.
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How to build a media business by two outsiders learning the craft. Matt Reustle and Dom Cooke have decades of experience in investing but almost none in the media industry. In each episode, they talk to great media operators, document their own media building efforts, and dissect their favorite business content. Join these two content junkies in their fight to save long-form media against the attention span crisis. Join the resistance. Learn more and stay up to date at www.joincolossus.com. ...
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Robbie Cannon: The Evolution of Asset Management - [Making Markets, EP.45]
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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…
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Going Activist in Japan - [Business Breakdowns, EP.185]
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Today, we are covering what might be the most interesting investment strategy I've come across in a long time: activism in Japan. In this episode, I talk with Masumi Nishida, Partner and Managing Director for Dalton's Tokyo research office. As part of this intro, I brought on the catalyst for this episode, Nick Bartolo, founder and Managing Partner…
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Ray Ozzie - The Future of Intelligent Machines - [Invest Like the Best, EP.390]
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My guest today is Ray Ozzie, one of the great technologists, software developers, and entrepreneurs of our time. Ray is perhaps best known as the creator of Lotus Notes, a collaboration tool that revolutionized business communication in the 1990s. He later succeeded Bill Gates as Chief Software Architect at Microsoft, where he played a key part in …
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Ravi Gupta - Bring Joy - [Joys of Compounding, EP.21]
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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…
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RTW: Investing across Healthcare - [Business Breakdowns, EP.184]
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Today we are breaking down healthcare, one of the most impactful sectors in the world, yet one of the most unique for investors. My guests are Rod Wong, founder and CIO of RTW Investments, and Stephanie Sirota, chief business officer of RTW Investments. RTW was founded in 2009 and operates a sector-specific strategy in healthcare. We discuss the ev…
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Ted Seides - Investment Industry Paradigms - [Invest Like the Best, EP.390]
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My guest today is Ted Seides. Ted is the host of the Capital Allocators podcast and an investment industry expert. It’d been seven years since Ted and I last talked on the record, as he was one of my very first guests on Invest Like the Best. Now that Ted has a full-time focus on all things Capital Allocators and has stepped away from traditional i…
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#76: Susan McPherson, Founder and CEO of McPherson Strategies — Investing in dormant ties, networking superpowers, and converting nerves into strength
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Susan McPherson is a serial connector, angel investor, and corporate responsibility expert. As the founder and CEO of McPherson Strategies, a communications consultancy focused on brands and social impact, she brings over 30 years of experience in marketing, PR, and sustainability communications. Susan is the author of The Lost Art of Connecting an…
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Lulu Meservey - Transforming Company Narrative - [Invest Like the Best, EP.389]
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My guest today is Lulu Meservey. Lulu is the Founder and CEO of Rostra, a company that partners with founders to level up their communications around all strategic initiatives, from hiring to fundraising. She is also on the board at Shopify. I have been recently fascinated by the challenge of founders telling their story and Lulu is an expert in co…
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How Block Club Chicago reached 20,000 paying subscribers
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My newsletter: https://simonowens.substack.com/ Layoffs in the local news sector are, sadly, a regular occurrence, but the founders of Block Club Chicago decided they weren’t going down without a fight. In November 2017, the news startup DNA Info laid off its entire staff, and it was only a few months later that three of its editors launched a Kick…
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Jerry Derevyanny: Frameworks for Cannabis Investing - [Making Markets, EP.44]
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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…
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How State House News charges $4,000 for access to its journalism
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My newsletter: https://simonowens.substack.com/ For much of its 130-year existence, State House News operated as a standard newswire service. Its journalists covered the Massachusetts state government and it then syndicated their content to regional and national newspapers. But in the late 90s, owner Craig Sandler realized that internet distributio…
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Sherwin-Williams: Brushstrokes of Success - [Business Breakdowns, EP.183]
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Today we are breaking down the paint giant Sherwin-Williams. Founded in 1866, Sherwin Williams is a great example of a company where everyday consumers might not appreciate just how great of a business and stock this has been. Over the last 20 years, Sherwin has compounded earnings at 14% per year. And over those 20 years, the stock has returned 26…
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Ric Elias - The Art of Living Well - [Invest Like the Best, EP.388]
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My guest today is Ric Elias. Ric is the CEO and co-founder of Red Ventures, which has a portfolio of fast-growing digital businesses like Lonely Planet, The Points Guy, Bankrate, and large investments in a variety of other businesses across industries. He began the business in 2000 and has grown it to now a global company with thousands of employee…
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David Nadig: The Complexities of Modern Markets - [Making Markets, EP.43]
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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 …
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How Stacker distributes sponsored content to thousands of publishers
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My newsletter: https://simonowens.substack.com/ Most people are familiar with newswires like the Associated Press and Reuters, but a much newer upstart called Stacker has devised a new business model for syndicating content. Rather than charging a fee for its articles, it instead gives away its data journalism to any publisher that wants it. It the…
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Rakuten: Rewiring Japan's Digital Economy - [Business Breakdowns, EP.182]
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Today, we are breaking down the Japanese internet conglomerate Rakuten. I'm joined by Matt Brett, the lead manager of the Japan Trust at Baillie Gifford, which has continuously invested in Rakuten since 2005. Rakuten is the unique Japanese conglomerate that wasn't started over a hundred years ago and instead was part of the late nineties global int…
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#75: Jeff Shiner, CEO of 1Password — Earning the right to lead, how to thrive while bootstrapping your company, and how to hire senior executives
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Jeff Shiner is the CEO of 1Password, a leader in human centric security and privacy. Since joining in 2012, Jeff has grown the company from 20 people to a 900-employee global organization with a $6.8 billion valuation. Today, 1Password enables over 100,000 businesses and millions of individuals to navigate the digital world without fear or friction…
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Alex Smith, Shane Battier, & Ravi Gupta - What Makes A Glue Guy? - [Invest Like the Best, EP.387]
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This week's episode is special because it marks the launch of a new Colossus show: Glue Guys. My guests this week are the hosts of the new show, Shane Battier, Alex Smith, and Ravi Gupta. Shane, Ravi, and Alex’s stories are remarkable. Each has been at the very top of their profession. Shane as an NCAA and NBA champion. Alex as the first pick in th…
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Nir Kaissar: Economic Sentiment versus Reality - [Making Markets, REPLAY]
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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 …
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How Mignon Fogarty launched a massively successful series of online courses
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My Substack: https://simonowens.substack.com/ Mignon Fogarty isn’t just one of the world’s most popular podcasters, she’s also an incredibly innovative media entrepreneur. She launched her Grammar Girl podcast 18 years ago, and the success of that propelled her book onto the New York Times bestseller list. She also founded Quick & Dirty Tips, a med…
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How Andrew Curtin built Construction Wave, a B2B outlet covering the UK's construction industry
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My newsletter: https://simonowens.substack.com/ Most companies buy advertising to drive sales of their products, but Andrew Curtin’s first sponsor mostly bought out of pity. It was May 2022 and he had just launched Construction Wave, a B2B outlet that covers the UK’s construction industry. He had absolutely no audience, but a major crane manufactur…
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Renishaw: The Precision Pioneers - [Business Breakdowns, EP.181]
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Today, we are breaking down Renishaw, a leading supplier of measuring and manufacturing systems, specifically focused on accuracy and precision. What does that mean in layman's terms? Renishaw is a picks and shovels provider to many of the fastest-growing end markets in the world. The company designs and develops systems for anything revolving arou…
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Bret Taylor - The Agent Era - [Invest Like the Best, EP.386]
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My guest today is Bret Taylor. His resume is absurd. He built google maps--famously rewriting the whole thing in a weekend. He was the CTO of Facebook in critical years. He founded Quip. He was the chair of the board at Twitter. He was the co-CEO of Salesforce...the incredible list goes on. Now, Bret is the co-founder of Sierra, a conversational AI…
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Mark Dow: A Behavioral Macro View - [Making Markets, REPLAY]
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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…
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3i Group: Capital in Action - [Business Breakdowns, EP.180]
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Today we are breaking down the publicly traded investment company 3i. You may think if you've seen one publicly traded investment vehicle, you've seen them all. Yet, 3i is an investment vehicle where one business, Dutch retailer, Action, represents well north of 50% of their net asset value. Our guest to break down 3i is Luke Bridgeman, a partner a…
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#74: Seth Godin, Author and Marketing Strategist — showing up for yourself, creating conditions for your best work, and how to deal with massive rejection (Repost)
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Seth is an entrepreneur, best-selling author, and speaker. In addition to launching one of the most popular blogs in the world, he has written 20 best-selling books, including The Dip, Linchpin, Purple Cow, Tribes, and What To Do When It's Your Turn (And It's Always Your Turn). His book, This is Marketing, was an instant bestseller in countries aro…
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Gavin Baker - AI, Semiconductors, and the Robotic Frontier - [Invest Like the Best, EP.385]
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My guest this week is Gavin Baker. Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before. He is one of my favorite investors to talk to and this may be my favorite conversation with him. Gavin first started covering Nvidia as an investor at the turn of the millennium, making him the perfect gues…
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Nik Lentz: UFC Fighter Turned Trader - [Making Markets, REPLAY]
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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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How Tim Burrowes helped build Mumbrella into a $7 million media brand
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My newsletter: https://simonowens.substack.com/ Like a lot of journalists in the mid-2000s, Tim Burrowes grew frustrated with his employer’s print mentality and its tendency to treat online publishing as an afterthought. At the time, he worked for an Australian trade magazine that covered that country’s media industry. So in 2008, he and two co-fou…
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5 Handpicked Highlights - [Business Breakdowns, EP.179]
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This is Matt Reustle. We're coming up on 200 episodes of Business Breakdowns, and one of the best things about hosting this show is that while each episode brings something completely different, you start to see the connective tissue that ties businesses together. We're often asked, "What's your favorite episode?" I certainly have favorites, but th…
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A Conversation with Charlie Munger & John Collison - [Invest Like the Best, REPLAY]
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Today, we’re replaying a conversation between John Collison and Charlie Munger that we first aired on 5 December 2023. Charlie said, “The best thing a human being can do is to help another human being know more.” He does just that in this interview. Please enjoy, and may Charlie Rest in Peace. For the full show notes, transcript, and links to menti…
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Saurabh Mukherjea: The Case for Investing in India - [Making Markets, EP.42]
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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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Graco: Mastering The Flow - [Business Breakdowns, EP.178]
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This is Jesse Pujji. Today, we're breaking down Graco, a leading manufacturer of fluid handling equipment and industrial products. Graco was founded in 1926 and has become a global leader in the design and manufacturing of systems and components used to move, measure, control, dispense, and spray a wide variety of fluids and powders. If you've ever…
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#73: David Savage, Group Technology Evangelist at Nash Squared and host of TechTalks podcast — How to become an "intrapreneur," the importance of consistent behavior over vanity metrics, and how to learn ...
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David is Nash Squared's Group Technology Evangelist. He crafts podcasts, hosts video debates, speaks, moderates conferences, and chairs keynote stages. He's a passionate advocate for technology, dissecting its challenges and opportunities. David has worked at Nash Squared since 2007, where he has developed a deep understanding of the technology and…
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Vlad Tenev - Navigating Robinhood's Evolution - [Invest Like the Best, EP.384]
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My guest today is Vlad Tenev. Vlad is the CEO and co-founder of Robinhood. It was such a treat to sit down with him and discuss the behind-the-scenes of a revolutionary business we all know well. He details Robinhood’s journey to zero-cost trading and what it means to build a consumer-centric financial product. Vlad believes in finding the harmonie…
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Herman Narula: Enabling the Metaverse - [Making Markets, EP.41]
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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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How Alex Halperin built WeedWeek, a B2B outlet that covers California's cannabis industry
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My newsletter: https://simonowens.substack.com/ When Alex Halperin launched WeedWeek in 2015, he was entering an industry that had nothing but growth ahead of it. But what he didn’t expect was that the fragmented legalization across states meant that it’d be difficult to build a national audience. So a few years ago he pivoted to just covering Cali…
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Siemens Energy: Winds of Change - [Business Breakdowns, EP.177]
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I'm Zack Fuss and today we are breaking down Siemens Energy, a spinoff from industrial giant Siemens. Siemens Energy operates across the entire energy value chain, with a significant presence in both conventional and renewable power. What makes this company particularly interesting is its position at the forefront of the energy transition. Siemens …
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Sarah Guo - The Power of Conviction - [Invest Like the Best, EP.383]
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My guest today is Sarah Guo. Sarah is the founder and CEO of Conviction, an early-stage venture capital firm built to serve AI companies. She started Conviction in 2022 after 9 years at Greylock because she believes AI is the most important technological advancement of our lifetime. In our conversation, Sarah discusses the challenges and rewards of…
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How Mission Local spun off from UC Berkeley and became a self-sustaining news outlet
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My newsletter: https://simonowens.substack.com/ One of the great things about being a college journalism major today is that it’s incredibly easy for professors to build their own news sites and allow students to experience every aspect of the publishing process. Not that long ago, journalism students had few avenues for publication outside their c…
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Paul, Rick & Friends - School's Out For Summer - [Art of Investing, EP.20]
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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…
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Sajith Pai: Unpacking India - [Making Markets, EP.40]
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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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