Best Moneyball For Marketing Podcasts (2024)

1
Quarterly Update | Q1 2024 | EP152 14:29

3d ago14:29

14:29

As markets continue on a dynamic trend, fixed income portfolio manager Crista Caughlin discusses the economy and factors that drove markets in the first quarter of 2024. In addition, the reemergence of a more typical correlation pattern between stocks and bonds, getting central banks off the sidelines, and the concern that markets may be being too …

1
What's happening at the seed stage? Featuring Jenny Fielding, Kirby Winfield, and Nate Williams 45:14

8d ago45:14

45:14

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. This week we're doing another special roundtable discussion with a focus on the seed stage market. Joining us are Jenny Fielding of Everywhere Ventures, Kirby Winfield of Ascend, and Nate Williams of UNION Labs. This whole conver…

1
Why Position Size Matters in Investing | EP151 42:00

22d ago42:00

42:00

Portfolio Manager Manar Hassan-Agha discusses the importance of position sizing in investing and how factors like behavioural biases, market structures, and optimal betting strategies under the Kelly Criterion can impact returns at varying position weights. The conversation explores limitations in precisely calculating probabilities and edges for s…

1
The Craft of Venture Capital with David Sacks 55:44

22d ago55:44

55:44

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. We are thrilled to bring you a conversation with David Sacks, Founder and Partner of Craft Ventures. Based in San Francisco, Craft was founded in 2017 and currently has over 3 billion in assets under management. Across the last t…

1
Adam Bain of 01 Advisors on scaling Twitter from 0 to $1B+, being coached by Bill Campbell, and why they don't take board seats 48:28

1M ago48:28

48:28

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. This week we are pleased to be joined by Adam Bain of 01 Advisors, a San Francisco-based firm with nearly $1 billion under management. Adam and his partners, including Dick Costolo, have taken a very different approach to the ven…

1
Mitchell Green of Lead Edge Capital on the Moneyball approach to investing, the art of effective cold calling, and managing 700+ strategic LPs 42:04

1M ago42:04

42:04

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. We have a conversation with Mitchell Green, Founder and Managing Partner at Lead Edge Capital. With offices in New York and Santa Barbara, the firm has over $5B in Assets under management and specializes in helping growth-stage c…

1
Playing the plan: Mawer's International equity portfolio | EP150 16:20

1M ago16:20

16:20

Portfolio Manager Peter Lampert breaks down the decision to re-open the strategy to new institutional investors and the key inputs that determine the strategy’s capacity. In addition, “a tale of two acquisitions”: one head scratching, the other improving the investment thesis of the holding. Key Points From This Episode: Breaking down the decision …

1
Post-Mortem: Learnings from 2023 | EP149 39:30

2M ago39:30

39:30

In this episode, host Rob Campbell and 11 colleagues on the research team engage in a comprehensive post-mortem analysis, sharing candid reflections on their decision-making processes over the past year. This episode underscores the significance of learning from both successes and mistakes, highlighting the value of vulnerability and introspection …

1
Limited Partner Unlocked shorts: What we're Hearing from LPs with Meghan Reynolds of Altimeter 25:11

2M ago25:11

25:11

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. Today we have another version of Venture Unlocked shorts, and this time it will be focused on topics within the GP/LP world. Joining me for this around-the-water-cooler recurring series is Meghan Reynolds, who leads capital forma…

1
Khosla Venture's Samir Kaul on building an iconic, durable firm, and the role of non-consensus decision making 42:08

2M ago42:08

42:08

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. We have a conversation with Samir Kaul from Khosla Ventures. Founded in 2004, Khosla is one of the largest and most well-known venture capital firms in the world and led by legendary investor and entrepreneur Vinod Khosla. The fi…

1
Venture Unlocked Shorts: Looking back the era of Unicorns and what's ahead? 25:46

3M ago25:46

25:46

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. This is our second episode of Venture Unlocked Shorts where we highlight a specific point of view of our guest. These points of view may come through a tweet, an article, or an offline conversation, and our goal is to unpack thes…

1
Introducing: The Mawer Global Credit Opportunities Strategy | EP148 27:42

3M ago27:42

27:42

In this episode, newly appointed Fixed Income Portfolio Manager at Mawer, Brian Carney, shares his insights on global credit strategies. With over 30 years of experience in the investment industry, Brian discusses his career journey, the evolution of credit markets, and his perspectives on current market dynamics. He highlights Mawer's approach to …

1
Venture Unlocked Shorts: Why VC has gone mainstream and the parallels to private equity and hedge funds 19:05

3M ago19:05

19:05

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. As we continue to grow Venture Unlocked, we are now going to release short conversations highlighting a specific point of view of our guest. These points of views may come through a tweet, an article, or conversation, and our goa…

1
The opportunity outside of Silicon Valley and how to build a strategic LP base with Brendan Wales and Kellan Carter of FUSE 46:01

3M ago46:01

46:01

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. We are excited to bring on Brendan Wales and Kellan Carter, Co-Founders and GPs of FUSE. Founded in 2020 with a thesis centered around the growth of the Pacific Northwest ecosystem, a geography both of our guests know well. With …

1
Global Equities: Moneyball, Weighing Decisions, and Finding an Edge | EP147 16:32

3M ago16:32

16:32

In this episode, Manar Hassan-Agha, co-manager of the Global Equity Strategy, joins host Rob Campbell to discuss applying the 'Moneyball' process in evaluating past investment decisions. They unpack the lessons learned from this approach, emphasizing long-term thinking in investment strategies. The conversation highlights critical insights from the…

1
Quarterly Update | Q4 2023 | EP146 12:38

3M ago12:38

12:38

In this episode, Kevin Minas sits down with Crista Caughlin, Lead Portfolio Manager at Mawer, focusing on the key economic developments of Q4, including growth levels, inflation trends, and the resilience of financial markets. They speak on the nuances of the Canadian bond strategy and the impact of these economic factors on portfolio management. K…

1
Meet The Expert Series: Matt Trotter of Stifel Bank on the state of the venture debt market, and how investors & startups should approach the credit markets today 38:56

3M ago38:56

38:56

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. On this special meet the expert episode, we are discussing the venture debt market with Matt Trotter, a Managing director within Stifel Bank’s Venture division. Stifel Bank was established in St. Louis, MO in 1890 and is an indep…

1
Pejman Nozad of Pear on building a $800MM+ AUM firm as an immigrant who sold Persian rugs before going into VC 47:55

4M ago47:55

47:55

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. This week we are thrilled to be joined by Pejman Nozad, Co-Founder and GP of Pear VC. Founded in 2013, Pear has scaled to over $800MM in AUM with a powerful engine to help early-stage companies. As many regular listeners of the s…

1
Paul Kwan of General Catalyst on the importance of innovation in creating global resilience 41:54

4M ago41:54

41:54

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. We're excited to welcome Paul Kwan, Managing Director at General Catalyst (GC). Established in 2000, the firm currently has just under $25 billion in assets under management. GC has made a significant mark in the venture capital …

1
EAFE Equities: Japan, Interest Rates, and Managing Volatility | EP145 13:50

4M ago13:50

13:50

In this episode, Dave Ragan, co-manager for the EAFE large-cap strategy, speaks on the current state and future prospects of EAFE markets. He delves into Japan's market challenges and opportunities, examines the impact of global interest rates and economic conditions, and explores the decision-making processes in market volatility. Key Points From …

1
The Chainsmokers' Alex Pall in crossing over from a grammy nominated group in the music industry to starting Mantis VC 48:33

5M ago48:33

48:33

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. We're thrilled to have Alex Pall, general partner at Mantis VC, a seed and an early stage fund based in LA. Alex is a great example of someone who has made a significant crossover from another industry—he is one half of the award…

1
Emerging Markets: Recent Rebound, China, and New Opportunities | EP144 9:29

5M ago9:29

9:29

Portfolio Manager Peter Lampert dives into the world of emerging markets, sharing what’s changed for the portfolio since last year, insights on where we’re seeing new opportunities (e.g., Brazil), and the impact of geopolitical risks in Eastern Europe. He also explores why we’ve reduced our weight and exposure in China and what a slowdown in emergi…

1
Brad Gerstner talks AI, Tech Super cycles vs. Market cycles, and the start of Altimeter as a $3MM fund 56:03

5M ago56:03

56:03

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. We're thrilled to bring on Brad Gerstner, Founder and CEO of Altimeter Capital. Altimeter was first founded in 2008 during the GFC with an initial fund of only $3 Million which Brad raised from friends and family. Today the firm …

1
Beyond AI: Other Technology Trends | EP143 15:12

5M ago15:12

15:12

Today on the podcast, Equity Analyst Michael Vogel discusses the importance of analyzing technological shifts beyond artificial intelligence and how these shifts can impact non-tech companies in the portfolio. Michael emphasizes the cultural approach to holding views lightly and shares examples of how the Research team navigates these changes. Key …

1
Going back to the foundation of Kleiner Perkins with Mamoon Hamid through clear busines model focus and culture 46:01

6M ago46:01

46:01

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. We are excited to bring you our latest episode with Mamoon Hamid, Partner at Kleiner Perkins. As many know, Kleiner Perkins, founded over 50 years ago is one of the most storied franchises in the history of venture capital, havin…

1
Special LP roundtable: What are LPs thinking about in Venture with Beezer Clarkson, Guy Perelmuter and Chris Douvos 50:24

6M ago50:24

50:24

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. We're thrilled to bring back three experienced institutional venture LPs with Chris Douvos of Ahoy Capital, Beezer Clarkson of Sapphire Partners, and Guy Perelmuter of GRIDS Capital. When we last convened, it was almost exactly t…

1
Quarterly Update | Q3 2023 | EP142 14:10

6M ago14:10

14:10

A recap of the quarter and our thoughts on the hard vs. soft landing debate. Highlights: Main drivers of the market pullback Inflation’s persistent “stickiness” and potential implications of “higher for longer” interest rates How are consumers faring? Asset mix update Looking ahead—what’s on our radar…

1
Canadian Equities: Inflation, Interest Rates, and Decision Making | EP141 24:48

6M ago24:48

24:48

Main themes impacting the portfolio and the benefits of systematically tracking investment decisions. Highlights: Valuation considerations in a higher rate environment How (and why) we’ve started systematically tracking and analyzing our investment decisions Portfolio adjustments—adding AltaGas, exiting Enbridge and Agnico Eagle Quick dive into Dol…

1
Building competitive moats in VC at Lerer Hippeau with Ben Lerer and Graham Brown 51:11

6M ago51:11

51:11

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. On this week’s show, we’re excited to have Ben Lerer and Graham Brown, Managing Partners at Lerer Hippeau. The firm was founded in New York in 2010 to back early-stage entrepreneurs. Today the firm manages $1.2B and has invested …

1
Building a next-generation tech-enabled Venture Capital firm with Chris Farmer of SignalFire 49:02

7M ago49:02

49:02

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. We're excited to be joined by Chris Farmer, Founder and CEO of SignalFire, a firm that was founded nearly a decade ago with the goal of disrupting the way Venture Capital is done. Unlike traditional VC firms, SignalFire has been …

1
U.S. Mid Cap Equities: Tech, Regional Banks, and Valuation | EP140 40:10

7M ago40:10

40:10

A look at the strategy a year on and why we think valuation should be more top of mind for investors. Highlights: Influence of big tech stocks on the U.S. market and associated impacts to the small and mid cap space The AI theme continues—Elastic, Concentrix, Moderna Why is the U.S. market more expensive compared to its developed market peers? Regi…

1
The art of raising from LPs in an economic downturn with Mark Suster, Upfront Ventures 52:10

8M ago52:10

52:10

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. Today we’re excited to bring Mark Suster back on the pod. Mark is the managing partner of Upfront and also a frequent contributor of great content for the venture ecosystem through his blog, Both Sides of the Table, which I’d hig…

1
Global Equities: Scuttlebutt, Reverse Roadshows, and Bathroom Lists | EP139 35:43

8M ago35:43

35:43

How we approach finding new ideas in the widest investment universe. Highlights Eagles and vultures mental model—why idea generation is better enabled by one shared investment philosophy and knowledge base E.g., Novo Nordisk and Publicis What is the “Bathroom List” and its role in our investment process and ESG considerations—e.g., JDE Peet’s Why n…

1
Hernan Kazah of Kaszek Ventures on investing in Latin America, learnings from building a public company, and working with founders 56:12

8M ago56:12

56:12

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. On this week’s show, we’re excited to have Hernan Kazah, Co-Founder and Managing Partner of Kaszek, one of the largest Latin American firms with nine funds under management. The firm launched in 2011 and over time they’ve made ea…

1
Vulnerabilities vs. Triggers | EP138 34:38

9M ago34:38

34:38

Unpacking one of our key mental models around investing and managing risk. Highlights: What we mean by “non-predictive decision making” Examining the question, “what’s your outlook and how you are positioned accordingly?” through a non-predictive decision-making lens The important difference between vulnerabilities and triggers Vulnerabilities we’r…

1
Tomasz Tunguz of Theory Ventures on strategically raising a fund in a downturn, Why Firms Need a Business Model, and different views on portfolio construction 45:32

9M ago45:32

45:32

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. On this week’s show we’re excited to have Tomasz Tunguz, Founder of newly formed Theory Ventures. Tomasz spent nearly 15 years at Redpoint Ventures, before recently spinning out to start Theory Ventures. Earlier this year, Theory…

1
Quarterly Update | Q2 2023 | EP137 20:39

9M ago20:39

20:39

Market drivers that stood out this quarter, where inflation is at, and an asset mix update. Highlights: How markets have been climbing a “wall of worry” Recalling Cisco Systems and considering implications around the current concentration of tech stocks in the S&P 500 Our thoughts on the continuing rate hikes and “soft landing” scenario Holding cas…

1
Sunil Nagaraj of Ubiquity Ventures on the journey of a solo-GP, The Importance of Authenticity, and Navigating Hype Cycles 47:21

9M ago47:21

47:21

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. On this week’s show, I’m thrilled to be joined by Sunil Nagaraj, Founder of Ubiquity Ventures. Sunil started Ubiquity in 2017 to focus on backing technical founders at the pre-seed and seed stages around a thesis he calls “nerdy …

1
International Equities: Insights from the Road | EP136 36:02

10M ago36:02

36:02

Top highlights from the team’s recent research trips and a few business models we’re excited about. Highlights: Insights from visiting Norway, the Netherlands, Kazakhstan, India and some holdings—Equinor, AutoStore™, Ahold Delhaize, Adyen, Genmab, Kaspi, Weir, HDFC Bank Why we’ve been reducing our weight in China and our current thinking around reg…

1
Global Small Caps, Engaged Owners, and Reverse Roadshows | EP135 32:25

10M ago32:25

32:25

A deep dive into key themes we’ve been focusing on, recent additions to the portfolio, and a few changes. Highlights: Quick recap: What has changed with the portfolio since 2022? What we mean by “engaged owners” (and the difference they can make) Why we are looking for companies with lower duration How we try to find a variant perception from the m…

1
Oren Zeev on scaling to $2B+ in AUM as a solo-GP, contrarian investing, and high founder NPS 46:48

10M ago46:48

46:48

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. We’re pleased to welcome Oren Zeev, Founding Partner at Zeev Ventures. Without a doubt, Oren is one of the titans in venture investing with nearly 30 years of experience and one of the most unique. Unlike traditional firms that h…

1
Stephanie Palmeri and Melody Koh of NextView Ventures on incentives within venture partnerships, the changes in seed financing, and operating remotely 40:18

11M ago40:18

40:18

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. We’re joined by Stephanie Palmeri and Melody Koh, Partners at NextView Ventures. Nextview was founded in 2010 and recently raised $200MM for their new set of funds. Located in SF, NY, and Boston, the firm invests all across the U…

1
U.S. Equities: ChatGPT, Banks, and Earnings | EP134 25:45

11M ago25:45

25:45

Why management teams matter, energy companies rarely meet our investment criteria, and JPMorgan and State Street differ from many regional banks. Highlights Potential implications of the recent advancements in generative AI U.S. regional banking challenges and our exposure Why we don’t currently own any energy sector companies in the portfolio A lo…

1
Scott Kupor, Managing Partner of a16z on Building a lasting Venture Franchise 47:45

11M ago47:45

47:45

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. This week we’re joined by Scott Kupor, Managing Partner at Andreessen Horowitz. Scott was the first employee of the firm alongside Marc Andreessen and Ben Horowitz. He has been instrumental in the firm’s growth to now having nort…

1
The Epistemology of Investing: A Near Insurmountable Challenge | EP133 30:10

12M ago30:10

30:10

Why genuine knowledge building and the ability to learn effectively in investing is difficult, and how we try to work around those challenges. Highlights: Context setting: What does “epistemology” mean, and why did we get excited about it in relation to investing? What is knowledge? How do you create it? The two founding blocks: Inductive and deduc…

1
Fundraising best practices for managers, strategic LP management, and LPACs with Meghan Reynolds of Altimeter 53:12

12M ago53:12

53:12

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. This week on the show we’re joined by Meghan Reynolds, partner and head of capital formation at Altimeter. Founded by Brad Gerstner in 2008, Altimeter has backed companies such as Snowflake, Unity, Gusto, and Modern Treasury. Pri…

1
Quarterly Update | Q1 2023 | EP132 17:50

1y ago17:50

17:50

The major themes of the quarter, where we are in the interest rate hike cycle, and our thoughts on the recent banking crisis. Highlights: The slow-moving impacts of central bank policy on inflation Our banking exposure Why it’s important for investors not to fear recessions Asset mix update

1
Satya Patel and Hunter Walk on learnings from building Homebrew, moving to an evergreen model, and launching Screendoor VC to back underrepresented fund managers 52:06

1y ago52:06

52:06

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. On this week’s show we’re fortunate to be joined by Hunter Walk and Satya Patel, founders of Homebrew, a seed-stage firm founded over a decade ago that’s backed companies such as Chime, AngelList, and Gusto. Just over a year ago,…

1
Canadian Small Caps, Energy, Risk Management, and Assessing Management Teams | EP131 33:15

1y ago33:15

33:15

This episode, we discuss our seven-point management assessment framework (with examples), our risk management approach, and overall thoughts on energy. Highlights: Why it’s difficult to find energy companies with sustainable competitive advantages—and where we see some opportunities—e.g., Parex Resources and International Petroleum Corporation Anot…

1
Portfolio construction trends and best practices with CEO Anubhav Srivastava of Tactyc 43:26

1y ago43:26

43:26

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape. I started Venture Unlocked to bring more transparency to firm building by bringing on guests whose unique insights and experts could help venture fund managers, limited partners, and founders with their journeys. This week, we ha…

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Moneyball For Marketing Podcasts

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