Épisodes

  • Mike Miller | Liquid 2 Ventures - On going from nuclear physicist to the early Y Combinator days, selling a startup to IBM, and launching a different type of VC fund
    Jun 25 2025

    Meet Mike Miller, co-founder of Liquid 2 Ventures. In this episode, we explore his journey from being a nuclear physicist to a successful entrepreneur and investor. We dig into why so much VC dogma isn't rooted in fact, and how Liquid 2 has forged it's own path - one that many new funds are copying.


    He shares how sometimes the worst things you go through can end up being the best thing, and how founders are often given poor advice when thinking about how to get later funding, and how there's many ways to win in venture.

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    51 min
  • John Mannes | Basis Set - On going from government and to venture, how curiosity breeds alpha, and sometimes we just need to focus on what's right in front of us
    Jun 18 2025

    Meet John Mannes, Partner at Basis Set, one of the original AI-native venture funds. In this episode, he shares what he learned growing up in DC and how it applies to Silicon Valley, the importance of understanding founder psychology, and the impact of how growing up can shape the entrepreneurial mindset.


    He shares how he stays ahead of the technology curve and how, rather than being sector-focused as an investor, he is more focused on how big the opportunity can be, regardless of the sector.


    Lastly, he shares advice from his father that shapes his day-to-day outlook, and how those who learn early what hard work looks like can have a significant impact on how they approach things later in life.

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    36 min
  • Mario Schlosser | Oscar Health - On how AI will make healthcare better, his journey from upstart to IPO, and why you need to do things 100%
    Jun 11 2025

    Meet Mario Schlosser, co-founder and CTO of the publicly traded health insurance company, Oscar Health (OSCR:NYSE).

    In this conversation, Mario shares the personal story that led to the founding of Oscar Health, discussing the challenges and triumphs of navigating the healthcare industry, and the imminent impact of technology and AI on all aspects of health and treatment.

    From his transition from gaming to healthcare, his experiences in leadership, and the importance of prioritizing mental health, we cover the best and worst advice he's ever received and how sometimes what we think are pivotal moments are just part of growing up.






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    56 min
  • Greg Lippmann | LibreMax Capital - On the 'Big Short,' finding mentors through hard work, and understanding the value in setbacks
    Jun 4 2025

    Meet Greg Lippmann. In this episode, we dig into his journey from public schools, working at summer camps, to his first day on a trading floor, and when he knew the 'Big Short' was actually going to break his way.

    From a challenging start in finance to becoming a prominent figure in the industry, to launching his firm LibreMax, which now manages north of $12 billion. He discusses his time as an emerging manager, the strategy of getting started, the lessons learned from the financial crisis, and why working hard is beneficial for more than just career growth.

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    38 min
  • Songyee Yoon | Principal Venture Partners - On why gaming is the frontier of tech, why tomorrow's biggest companies are starting today, and why it pays to have a thick skin
    May 28 2025

    Meet Songyee Yoon, one of the most inspiring tech leaders and investors around today. In this conversation, she shares her remarkable journey from growing up in Korea to getting her PhD in computational neuroscience at MIT to becoming the President and Chief Strategy Officer at NCSoft, one of the world's biggest gaming companies.


    She discusses her transition from academia to industry, the evolution of gaming technology, and why understanding it is essential to understanding the future. And why she made the jump to launch a new venture capital firm, Principal Venture Partners, which focuses on investing in AI native companies.


    Throughout the discussion, she shares valuable lessons about overcoming adversity, why it pays to have a thick skin, and why there is no single type of perfect founder.

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    36 min
  • Barry Ritholtz | Bloomberg & Ritholtz Wealth Management - On 'How Not To Invest,' being both a specialist and generalist, and turning his ADHD into a superpower
    May 23 2025

    Meet Barry Ritholtz, the founder, chairman, and CIO of Ritholtz Wealth Management, as well as a long-time contributor at Bloomberg Media. In this episode, he shares his journey from a trading desk to establishing a successful wealth management firm.

    He discusses his new book, 'How Not to Invest,' which explores the pitfalls of investing and the importance of understanding behavioral finance.

    Barry emphasizes the balance between being a specialist and a generalist, the challenges of starting a business, and how writing helps him clarify his thoughts. He also reflects on his personal journey with ADHD and how it has shaped his approach to work and life.



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    41 min
  • Ron Biscardi | iConnections - On convening over $50 trillion in AUM, building culture and conviction in a remote world, and how action beats analysis
    May 14 2025

    Meet Ron Biscardi, founder and CEO of iConnections - a platform that connects and convenes asset owners and managers that collectively control over $50 trillion in AUM.


    In this episode, we discuss Ron's journey from engineering to entrepreneurship and the lessons it taught him about taking action, as well as the evolution of iConnections as a capital introduction platform that was initially built as a solution to a problem he faced himself.


    We dig into the challenges and successes of building a remote team, as well as insights on hiring strategies, company culture, and why people should avoid overanalyzing and just get into it.


    Ron also shares how he learned through loss how every day is a blessing, and how we can all turn profit into purpose.

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    42 min
  • Stacey Gerber | Sequoia Capital - On creating community with intention, understanding the value of preparation, and how helping others is the key to helping yourself
    May 2 2025

    Meet Stacey Gerber, partner at Sequoia Capital, where she leads operations and experiences. In the episode, we delve into the distinctive role of operations in venture capital, the significance of community, and the value of being prepared for both the big and little things.


    Stacey shares insights on creating meaningful connections, the concept of a 'through line' for all experiences, and how in-person gatherings are the key to building genuine community.


    She closes with powerful lessons on growing through tough times and offers valuable advice on giving and why it's the most powerful way to win.



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    43 min