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Capital Allocators

Nov 30, 2020

Ben Reiter, longtime Sports Illustrated columnist, author of the NY Times best seller Astroball, and host and producer of The Edge, a documentary podcast about the scandal that tarnished the Houston Astros.
 
Ben joined me on the show two years ago to discuss Astroball, which chronicled the Astros rise from cellar...


Nov 23, 2020

Joel Greenblatt is a legendary value investor, founder of Gotham Capital, longtime teacher at Columbia Business School, and author of four investment books, the latest of which, Common Sense: The Investors’ Guide to Equality, Opportunity, and Growth recently hit the bookstands.

Our conversation takes a tour through...


Nov 16, 2020

Shane Parrish is the founder of Farnam Street, host of the Knowledge Project Podcast, and author of Brain Food, a weekly email full of timeless insight for business and life. His goal is to uncover the best of what other people have already figured out.

Our conversation covers Shane’s background, work in...


Nov 9, 2020

Karyn Williams is the founder of Hightree Advisors, a new independent consultant that is helping organizations improve the effectiveness of their invested assets through practical quantitative metrics of risk. Karyn is an engineer by training, who previously was a partner at Wilshire Associates, CIO of Farmers Insurance...


Nov 2, 2020

You may remember my popular first meeting from a few years ago with Paul Black of WCM, then a $25 billion asset manager in Laguna Beach, CA. Since then, WCM has gone up and to the right in every way, they sold a minority piece of the business to Natixis, continue to put big numbers on the board, and have grown to...