Episodes
For Episode 100, we have a special conversation with Elad Gil, one of Silicon Valley's great thinkers, builders, and investors. Elad has been involved with many of the leading technology companies of the past 20 years — and likely the next 20 years. Learn how he's backed dozens of unicorns, why he thinks AI is underhyped, and where he sees investment opportunities amid this new wave of disruption.  An early leader at Google, Elad helped build the initial mobile team, before founding...
Published 11/02/24
Published 11/02/24
The rich are getting richer, the poor are getting poorer. The wealthiest among us don't pay their fair share in taxes. The American Dream is disappearing... Are these claims true? What data are they based upon? And does it stand up to scrutiny? This week, we analyze the debate over income inequality and mobility in America with economist and former U.S. Senator Phil Gramm. In his book, "The Myth of American Inequality" (winner of the 2024 Hayek Prize), Gramm lays out the oft-cited data for...
Published 10/26/24
Founded in 1913, the Anti-Defamation League has played an important role in protecting the Jewish community and fighting for civil rights. But in recent years, many believe it has lurched too Left and promoted content that ends up harming Jews. I sat down with its CEO, Jonathan Greenblatt, to discuss what the ADL has gotten right and debate where it's gone wrong. Jonathan started his career in President Clinton's administration before finding success as an entrepreneur and later returning to...
Published 10/18/24
At 19 years old, Jimmy John Liautaud dropped out of college to start his own sandwich shop. He spent 10 years perfecting his first 10 stores, before franchising his model and scaling to nearly 3,000 Jimmy John's locations nationwide. Then the government almost destroyed it. This week, we sit down with the billionaire sandwich king to discuss his remarkable journey, the impact of government policy, and the consequences of elections. We dive into the business model that made Jimmy John's a...
Published 10/03/24
Roland Fryer is a profile in courage; the Harvard economist follows the data where it leads, no matter the outcome. He studied the impact of paying kids for positive behaviors. He demonstrated how charter school best practices can transform even the worst public schools. And most controversially, he conducted a comprehensive study of police use of force, finding that racial discrimination exists at low levels of force but not in shootings. His colleagues at Harvard pressured him to shelve the...
Published 09/20/24
The U.S. Navy dominated in World War II, not because we had the most advanced ships, but because our industrial capacity was unmatched. When we lost a ship in battle, we could instantly replace it with two or three new ones. Our enemies couldn't keep pace. But today, our shipbuilding is a shell of its former self. In 1943, we built over 18,000 ships. Last year, we built eight (and retired 12). China, on the other hand, is producing hundreds of ships and now boasts 250 times the U.S....
Published 09/12/24
Wilbur Ross is one of the great turnaround artists in modern finance. Dubbed the "King of Bankruptcy," he restructured over $400 billion of assets, saving companies — and jobs — in distressed industries like steel, coal, and textiles. In 2016, he went to Washington as U.S. Commerce Secretary to take on a similar mission and defend American companies and workers in high-stakes trade negotiations, particularly with China. We were privileged to host Wilbur for a conversation about his storied...
Published 08/30/24
He predicted Vladimir Putin would attack Ukraine months before it happened. Now he believes similar signals foreshadow China invading Taiwan. What similarities does he see? When and how would a Chinese incursion unfold? And what can the U.S. do to deter this conflict?This week, we're joined by Dmitri Alperovitch, co-founder of web security giant CrowdStrike, who departed the firm several years ago to focus on the intersection of technology, national security, and global competition as the...
Published 08/22/24
Electronic shields are iconic elements of Star Trek, Star Wars, and other great American sci-fi. Once a fantasy, we are now building versions of these in real life! And they're a vital solution to a new type of threat confounding our legacy defense industry. This real-life force field alternative is called directed high-power microwave (HPM), and it's an answer to drone swarms and the proliferation of autonomous, attritable threats. Founded out of 8VC Build in 2018, Epirus is building the...
Published 08/16/24
Ken Langone's father was a plumber and his mother a cafeteria worker — neither made it past 8th grade — yet Ken became a multi-billionaire investor, builder, and philanthropist. And he did so as an outspoken patriot, defender of capitalism, and man of honor, famously taking on one of the most corrupt politicians of our time — and winning!  In our conversation, we begin with Ken's investment philosophy, including how he became the largest shareholder in Eli Lilly. Next, we dive into leadership...
Published 07/03/24
Is greatness a choice? If so, why doesn't everyone choose greatness? And more broadly, what are the prerequisites for a great society?  This week, I'm joined by Ethan Penner, author of the new book "Greatness Is a Choice" and one of the most influential figures in modern real estate. In his early 30s, Ethan pioneered the creation of commercial mortgage-backed securities and helped build a new market at a critical moment in history. We discuss his journey from the streets of Yonkers to the...
Published 05/23/24
At Columbia University's freshman orientation, Coleman Hughes and his classmates were separated into groups by skin color to discuss the effects of racism, with minorities portrayed as victims and white students as beneficiaries. Why have exercises like this become commonplace in elite institutions? How did this neo-racism take hold? And what are the counter-arguments and better approaches to race and diversity?  These questions are at the heart of Coleman's new book: "The End of Race...
Published 05/16/24
Dr. Clarence Jones is a giant of the civil rights movement. As the personal attorney and speechwriter for Dr. Martin Luther King Jr., he risked everything to help save the soul of America, including smuggling scraps of papers in and out of Birmingham prison that would become Dr. King's Letter from Birmingham Jail.  In fact, Dr. Jones never thought he'd live to see the age of 50.  Today, he's 93 years old, and one of the last living civil rights icons. In this episode, we trace the journey of...
Published 05/10/24
Are government programs and interventions superior to market corrections? According to Dr. Cliff Winston, the evidence to support such a claim doesn’t exist. Many economists obsess over market failures but seldom point the microscope in the direction of government, despite its many failures. And worse, the bureaucracy doesn't hold itself accountable.  This week, we examine some of the flaws of modern economic theories with Dr. Winston, a microeconomist and Senior Fellow at the Brookings...
Published 05/02/24
STEM (science, technology, engineering & math) education is the backbone of the innovation economy. Yet at many schools, it's become stodgy and irrelevant to solving real-world problems. Not surprisingly, many of the best minds forgo college or drop out. What would it look like to design a STEM program that is inspiring, cutting-edge, and grounded in timeless truths? And how do you educate the next generation of great entrepreneurs who are also citizens of virtue?  This week, we discuss a...
Published 04/25/24
In 1979, Crown Prince of Iran Reza Pahlavi was attending fighter pilot school in Lubbock, Texas when the Islamic Revolution overthrew his father's reign. A radical theocracy seized power and began extinguishing freedoms, persecuting minorities, and taking a pro-Western Iran back to the Middle Ages. Since then, the Crown Prince has lived in exile as a leading voice for a secular and democratic Iran. What is his view of the Revolution? Why does he believe regime change is possible today? And...
Published 04/18/24
India’s tech ecosystem has hit an indisputable inflection point in recent years. For decades, American corporations outsourced basic services to India, while India outsourced its top talent to Silicon Valley. But today, India’s tech economy boasts homegrown software giants and a flourishing startup scene. This week, we get a front-row look into India’s startup evolution with one of its top talents: Sri Ganesan, Founder and CEO of Rocketlane. His first company, Konotor, was acquired into...
Published 04/11/24
Every year, more than 20,000 Americans receive a bone marrow transplant — a Nobel prize-winning procedure that saves many lives but also carries great risk. For leukemia patients, it's a choice of last resort, as nearly 20% die from the transplant. Ivan Dimov, co-founder & CEO of Orca Bio, and his team have created a novel cell therapy alternative that has already saved over 400 lives in clinical trials with virtually zero rejection!This week, we dive into Ivan's journey, the science...
Published 04/05/24
What are the forces behind the scenes that drive financial markets? How do bubbles form — and are we in one now? What do the world's best investors understand and how do they consistently come out ahead?  This week we dive into global finance with one of the sharpest minds in macro investing: Whitney Baker, Founder and Chief Investment Officer of Totem Macro. Whitney previously worked at two of the world's leading investment firms, first in global macro & long/short strategies at Soros...
Published 03/21/24
U.S. e-commerce sales eclipsed $1 trillion last year and are expected to double or triple over the next decade. As online demand increases, how can small businesses compete with retail giants like Amazon and Walmart? What capabilities do they need? And can a new model help level the playing field?  This week, we explore the future of logistics and e-commerce with Tyler Scriven, co-founder and CEO of Saltbox. Tyler was a star talent at Palantir for many years (his first job title was...
Published 03/14/24
Leonard Leo is one of the most effective agents of legal and cultural change in America today. What's his playbook?  How can we apply it to other broken areas of society?  And why should the technology world be especially interested in his work? In the mid-20th century, the U.S. judicial system took a sharp left turn, resulting in hyper-politicized courts, runaway bureaucracies, and many other distortions of our Constitutional system. Through his leadership of the Federalist Society, Leonard...
Published 03/08/24
What are the single most effective policies for helping the world's poor? And what are we doing right now that's ineffective and should be stopped? The answers may surprise you.  In his latest book "Best Things First," Bjorn Lomborg reveals the 12 best solutions to address the most pressing global challenges. He gathered the world's top economists to analyze the policies that would do the most good for the least amount of money. It turns out the United Nations and others are getting it wrong...
Published 02/29/24
By the summer of 2012, ride-sharing had arrived: Uber launched its everyman product, UberX, and Lyft debuted hot on its heels. Today, Lyft's market cap hovers around $5 billion while Uber's is north of $140 billion. How did Uber explode to global dominance? What was different about its culture? And how did it take on taxi cartels around the world and win?  This week, we go behind the scenes with Emil Michael, one of Silicon Valley's great operators and dealmakers. As the former Chief Business...
Published 02/14/24