Private Capital

Today we have Gautam Mukunda, head of research for Rose Park Advisors, a venture firm in Boston.  Gautam is a leadership expert who studied economics at Harvard and has a Ph.D. in political science from MIT.  He was a professor at Harvard Business School previously and is the author of two books:  Indispensable: When Leaders Really Matter and most recently Picking Presidents:  How to Make the Most Consequential Decision in the World. Gautam was deeply influenced by his mentor Clayton Christensen’s work and has written two wonderful books on leadership.   We talk about how these ideas could be applied to investment management; discuss Stanley McCrystal, Ray Dalio, Jack Welch, and Jamie Dimon; and hear his excellent insights about disruptive innovation. Full Bio:  Gautam Mukunda is an internationally recognized expert in leadership and innovation. He often jokes that his life’s ambition is to have the world’s most confusing resume and that he’s most of the way there. He is the Head of Research at Rose Park Advisors, a firm co-founded by his mentor Clayton Christensen that provides companies supported by the theory of disruptive innovation the capital investment and strategy that allows them to grow to make the world a better place. Gautam is also a Research Fellow at the Harvard Kennedy School’s Center for Public Leadership, the author of Indispensable: When Leaders Really Matter (Harvard Business Review Press, 2012) and Picking Presidents: How To Make The Most Consequential Decision in the World (University of California Press, 2022), and the host of Nasdaq’s podcast World Reimagined with Gautam Mukunda.  Gautam has been a professor at Harvard Business School and Distinguished Visiting Professor at Schwarzman College, Tsinghua University. He has published articles in Harvard Business Review, Foreign Policy, Security Studies, Slate, Fast Company, Parameters, Politics and the Life Sciences, and Systems and Synthetic Biology on topics including leadership, reforming the financial sector, military innovation, network-centric warfare, the security and economic implications of synthetic biology, and the TV show Mad Men. His work has been profiled in the New York Times, Atlantic, New Yorker, Economist, Washington Post, Wall Street Journal, and on All Things Considered. NOTE:  This podcast is for educational and entertainment purposes only.  Anything said by the guests or host should not be construed as legal or investment advice.  Thanks for listening. FOLLOW GAUTAM:  https://twitter.com/gmukunda GAUTAM’S PODCAST:  https://podcasts.apple.com/us/podcast/world-reimagined/id1547874983 WEBSITE:  https://www.gautammukunda.com   Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.  FOLLOW JOE: https://twitter.com/joereillyjr WEBSITE: https://www.circulus.co/ INHERITANCE PODCAST:   https://podcasts.apple.com/us/podcast/the-inheritance-podcast/id1644964247   Books Mentioned: The Rules of the Game:  Jutland and the British Naval Command by Andrew Gordon Wall Street Research - Past, Present, and Future by Boris Groysberg and Paul M. Healy Men at Work by George Will   People Mentioned: Admiral Sir John Jellicoe Admiral Sir David Beatty Stanley McCrystal Ray Dalio Jack Welch Al Dunlap Alan Mullally Jamie Dimon

Today we are speaking with Peter Borish, one of my favorite people to talk with about the markets.  Peter is a systems guy with the heart of a trader.  We talk about his path to the Street through the New York Fed, and his early days at Tudor Investment Corporation.  Along the way, Peter drops many of his great aphorisms about trading and baseball; talks about working with greats like Paul Tudor Jones and Jim Simons; shares ideas learned at the Robin Hood Foundation, and gives his insights into selecting great managers.  Peter is always a source of knowledge and good humor, and I know you will enjoy the call. Peter F. Borish is Chairman and CEO of Computer Trading Corporation (CTC), an investment and advisory firm whose largest consulting client is CIBC. Borish formerly worked at the Federal Reserve Bank of New York, was a founding partner and second-in-command at Tudor Investment Corporation, was Chairman of OneChicago, LLC, and was Chairman of the non-profits Foundation for the Study of Cycles and The Institute for Financial Markets. Borish earned a B.A. in Economics from the University of Michigan in 1981. He also earned an M.A. in Public Policy from the Gerald R. Ford School of Public Policy at the University of Michigan in 1982.  NOTE:  This podcast is for educational and entertainment purposes only.  Anything said by the guests or host should not be construed as legal or investment advice.  Thanks for listening. FOLLOW Peter: https://twitter.com/pborish ROBIN HOOD FOUNDATION: https://www.robinhood.org MATH FOR AMERICA: https://www.robinhood.org   Joe Reilly is a family office consultant, and the host of the Private Capital Podcast as well as the Inheritance Podcast.  FOLLOW Joe: https://twitter.com/joereillyjr WEBSITE: https://www.circulus.co/ INHERITANCE PODCAST:https://open.spotify.com/episode/0v70MANvMxV1UmCTzuZ6VV Please give us a review on Apple Podcasts - we appreciate it!

Today we have Mary Childs, author of The Bond King - How One Man Made a Market, Built an Empire, and Lost It All.  We talk about how Bill Gross built up PIMCO to the giant it is today; his management style and his exit from the firm.   Mary Childs is a financial journalist who has written for Bloomberg, Barrons and the Financial Times, and is currently the host of NPR’s Planet Money. FOLLOW Mary: https://twitter.com/mdc WEBSITE:  http://www.marychilds.com Thanks for listening.  Please subscribe or leave us a review on Apple Podcasts.  We appreciate it.

Today we have Sebastian Mallaby, author of The Power Law – Venture Capital and the Making of a New Future.   Sebastian has written a comprehensive history of silicon valley full of great stories and overall insight.  Sebastian unpacks how venture investing models have changed and influenced investing globally.  We talk about these ideas, and what they hold for the future.   Sebastian is the Paul Volcker Senior Fellow in International Economics at the Council on Foreign Relations as well as the author of More Money Than God: Hedge Funds and the Making of a New Elite.   Thanks for listening.  Please subscribe or leave us a review on Apple Podcasts.  We appreciate it. FOLLOW Sebastian: https://twitter.com/scmallaby