AI Intelligence · across all analyzed episodes
People · top 20
Companies · top 20
Topics · top 10
Lower Middle Market Private Equity StrategyProactive Sourcing and Sector SelectionBuy-Build and Add-On Acquisition StrategyContinuation Funds and Co-Investment VehiclesLeadership vs. Management in Portfolio CompaniesFounder-Owner Transition and ProfessionalizationAI in PE Sourcing and DiligenceIndustrial Services Sector FragmentationFund Size and Scope ManagementOrganic Growth vs. Multiple Arbitrage
Analyzed Episodes
Apr 15, 2026
E348: Why “Boring” Businesses Beat Venture Capital
Lower Middle Market Private Equity StrategyProactive Sourcing and Sector SelectionBuy-Build and Add-On Acquisition Strategy
View AnalysisApr 16, 2026
E349: Built to Scale: The J.P. Morgan Growth Playbook
Growth Equity Investment StrategyPrivate Company Lifecycle ExtensionVenture Capital Fund Structures and Continuation Vehicles
View AnalysisApr 10, 2026
E345: How I Raised $10 Billion in Venture Capital w/Scott Painter
Take-Private Transactions and FinancingVenture Capital Fundraising StrategyTurnaround Company Valuations
View AnalysisApr 8, 2026
E343: The Death of the 60/40 Portfolio (And What Comes Next)
Trend-Following StrategiesPortfolio Construction and Rebalancing60/40 Portfolio Obsolescence
View AnalysisApr 3, 2026
E340: Why Family Offices Should Avoid 60/40 Portfolios
60/40 Portfolio AlternativesAfter-Tax Return OptimizationDiversification vs. Concentration
View AnalysisApr 2, 2026
E339: From Zero to $100 Million in 18 Months: Inside Legora
Vertical vs. Horizontal AI StrategyLegal Tech Market Opportunity and TAM ExpansionAI-Native CFO Role and Responsibilities
View AnalysisApr 1, 2026
E338: How I Invest $9 Billion into VC & Private Equity
AI Disruption Risk in SaaS and SoftwareStructural Inflation and Interest Rate OutlookManager Selection and Due Diligence Methodology
View AnalysisFeb 27, 2026
E314: How Endowments Actually Think About Risk
Portfolio Construction in Private EquityEndowment Investment StrategyPrivate Equity Fee Structures
View AnalysisFeb 26, 2026
E313: Why the Endowment Model Doesn’t Work for Taxable Investors
Tax-efficient asset location and return-of-capital structuresEndowment model application to taxable private clientsPrivate market sourcing and deal access for RIAs
View AnalysisFeb 25, 2026
E312: The Power Law of Reputation in Venture Capital
Venture Capital Investment StrategyFounder Character AssessmentPower Law Distribution in VC Returns
View AnalysisFeb 24, 2026
E311: How Continuation Vehicles Quietly Reshaped Private Equity
Continuation Vehicle Structures and MechanicsPrivate Equity Fund Life Cycle OptimizationLP Liquidity and Distribution Management
View AnalysisFeb 23, 2026
E310: The DPI Problem Plaguing Venture Capital & PE
DPI (Distributions Per Invested Capital) crisis in private equity and venture capitalContinuation vehicles (CVs) and their impact on LP liquiditySecondary market sales and haircut pricing dynamics
View AnalysisFeb 19, 2026
E308: The Future of LP Liquidity
LP Liquidity and DPI ManagementBlockchain Technology in Capital MarketsAsset Tokenization and Standardization
View AnalysisFeb 20, 2026
E309: Why Most VCs Firms will Die by 2030
Agentic AI Systems and ArchitectureVenture Capital Firm Building and Brand MarketingFounder Selection and Psychographic Profiling
View AnalysisFeb 17, 2026
E306: Can VCs Actually Pick Winners? w/Eric Bahn
Early-stage venture capital selection criteria and predictive signalsHustle as execution velocity and throughput measurementPre-seed investment thesis and due diligence methodology
View AnalysisJul 30, 2025
E193: GLP-1s, AI & the End of Sick Care: The Next $10B Health Tech Giant
Performance medicine paradigmGLP-1 microdosing protocolsTestosterone optimization therapy
View Analysis