20 Minute Playbook: Tactics, Routines, and Habits of World-Class Performers

In this episode, we deconstruct Howie Schwab's peak performance playbook—from their favorite book to the tiny habit that's had the biggest impact on their life. Howie is the Lead Portfolio Manager for Emerging Markets Growth of Driehaus Capital. We cover regime shifts in the market and obsessing over failures. “In terms of how we invest, I think integrating and overlaying macro as well as behavioral components, not simply wedding ourselves to this bottom up, here's our specific template and it's time tested is really important.” – Howie Schwab EPISODE GUIDE (LINKS, QUOTES, NOTES, AND BOOKS MENTIONED) https://www.danielscrivner.com/notes/howie-schwab-driehaus-capital-playbook-show-notes  FULL TEXT TRANSCRIPT https://www.danielscrivner.com/notes/howie-schwab-driehaus-capital-playbook-transcript  CHAPTERS In this episode, we deconstruct Howie Schwab’s peak performance playbook—from his favorite book to the tiny habit that's had the biggest impact on his life. In it we cover: (00:01:41) – Regime shifts in the market (00:06:51) – Learning from investing mentors (00:10:08) – Great investors obsess over their failures (00:12:48) – Advice for young investors (00:16:43) – Howie’s investment philosophy (00:24:24) – Challenging yourself ABOUT HOWIE SCHWAB Howie Schwab manages more than 5 billion in emerging market growth funds for Driehaus which is a firm that's based in Chicago and where Howie has worked for the last 20 years. At Driehaus, Howie is the lead portfolio manager for the emerging market's growth strategy. And he's a portfolio manager for the emerging market, small cap equity and emerging markets opportunities funds. In this episode, Howie shares why he thinks we're in the middle of a massive pendulum shift in demographics and capitalism that's been shaped by the last 40 years and what that means for the years ahead. He shares the mentors he's most grateful for and what he learned from each, the advice he'd give himself, if he could go back to the beginning of his career, and the most important lesson he's learned so far. 💌 FREE NEWSLETTER https://www.outlieracademy.com/newsletter 🎙 LISTEN ON iTunes: https://podcasts.apple.com/us/podcast/outlier-academy/id1523851182 Spotify: https://open.spotify.com/show/58edVNgqaPNaCSGSxM6pef?si=88f37a5d20434775 Overcast: https://overcast.fm/itunes1523851182 ABOUT OUTLIER ACADEMY Learn timeless lessons on work and life from iconic founders, world-renown investors, and bestselling authors. Outlier Academy is the forever school for those chasing greatness. Past guests include Gokul Rajaram of DoorDash, Scott Belsky of Benchmark and Adobe, Joey Krug of Pantera Capital, Mark Sisson of Primal Kitchen, Luke Gromen of The Forest for the Trees, and Brian Scudamore of 1-800-GOT-JUNK. Website: https://www.outlieracademy.com Twitter: https://www.twitter.com/outlieracademy ABOUT DANIEL SCRIVNER Outlier Academy is hosted by Daniel Scrivner. Over the last 15 years, Daniel has led design teams at Square and Apple, turned around a $3M+ ARR SaaS business, and invested in more than 100 companies. He launched Outlier Academy in 2020 to learn from the world’s best founders, investors, authors, and peak performance experts. Website: https://www.danielscrivner.com Twitter: https://www.twitter.com/danielscrivner Learn more about your ad choices. Visit megaphone.fm/adchoices

Listen to one of our favorite moments from tomorrow’s 20 Minute Playbook episode featuring Howie Schwab of Driehaus. In it, Howie shares his favorite books, tools, habits, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we deconstruct Gokul Rajaram's peak performance playbook—from his favorite book to the tiny habit that's had the biggest impact on his life. Gokul is an angel investor and Product and Business Helper at DoorDash. We cover crypto, international investing, and habits and routines. “I always believe the hierarchy of anyone, any individual should be health, then family, then work. Why not family before health? Because if you're not healthy, you become a burden to your family and you can't help them. So, your health is actually very, very important.” – Gokul Rajaram EPISODE GUIDE (LINKS, QUOTES, NOTES, AND BOOKS MENTIONED) https://www.danielscrivner.com/notes/angel-investor-gokul-rajaram-playbook-show-notes  FULL TEXT TRANSCRIPT https://www.danielscrivner.com/notes/angel-investor-gokul-rajaram-playbook-transcript  CHAPTERS In this episode, we deconstruct Gokul Rajaram peak performance playbook—from his favorite book to the tiny habit that's had the biggest impact on his life. In it we cover: (00:01:21) – The evolution of crypto (00:02:44) – Superpowers and struggles (00:06:08) – Inspirations and the importance of exercise (00:08:24) – Recommended books (00:10:19) – Tools and routines (00:12:26) – Defining success (00:14:32) – International investing ABOUT GOKUL RAJARAM Gokul Rajaram is a prolific angel investor in over 300 companies and counting, and an executive at DoorDash, which he joined after DoorDash acquired Caviar from Square in 2019. I was fortunate enough to get to work with Gokul at Square, and I am beyond thrilled to have him on the show today. In this episode, Gokul shares what he thinks his investing superpowers are, why he loved Marc Andreesen's interview on the Good Time Show, why he loves Andre Agassi's book, Open, and the advice he'd give his younger self if he could go back 20 years to the start of his career. 💌 FREE NEWSLETTER https://www.outlieracademy.com/newsletter 🎙 LISTEN ON iTunes: https://podcasts.apple.com/us/podcast/outlier-academy/id1523851182 Spotify: https://open.spotify.com/show/58edVNgqaPNaCSGSxM6pef?si=88f37a5d20434775 Overcast: https://overcast.fm/itunes1523851182 ABOUT OUTLIER ACADEMY Learn timeless lessons on work and life from iconic founders, world-renown investors, and bestselling authors. Outlier Academy is the forever school for those chasing greatness. Past guests include Gokul Rajaram of DoorDash, Scott Belsky of Benchmark and Adobe, Joey Krug of Pantera Capital, Mark Sisson of Primal Kitchen, Luke Gromen of The Forest for the Trees, and Brian Scudamore of 1-800-GOT-JUNK. Website: https://www.outlieracademy.com Twitter: https://www.twitter.com/outlieracademy ABOUT DANIEL SCRIVNER Outlier Academy is hosted by Daniel Scrivner. Over the last 15 years, Daniel has led design teams at Square and Apple, turned around a $3M+ ARR SaaS business, and invested in more than 100 companies. He launched Outlier Academy in 2020 to learn from the world’s best founders, investors, authors, and peak performance experts. Website: https://www.danielscrivner.com Twitter: https://www.twitter.com/danielscrivner Learn more about your ad choices. Visit megaphone.fm/adchoices

Listen to one of our favorite moments from tomorrow’s 20 Minute Playbook episode featuring angel investor Gokul Rajaram. In it, Gokul shares his favorite books, tools, habits, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we deconstruct Andrew Jamison's peak performance playbook—from his favorite book to the tiny habit that's had the biggest impact on his life. Andrew Jamison is the CEO and Co-Founder of Extend. We cover building diverse and cohesive teams and the definition of success. “It's about trust in the people—because you run through walls for people, you don't run through walls for a company. And so if we create the right culture around the right people, we will continue to grow.” – Andrew Jamison EPISODE GUIDE (LINKS, QUOTES, NOTES, AND BOOKS MENTIONED) https://www.danielscrivner.com/notes/andrew-jamison-extend-playbook-show-notes  FULL TEXT TRANSCRIPT https://www.danielscrivner.com/notes/andrew-jamison-extend-playbook-transcript  CHAPTERS In this episode, we deconstruct Andrew Jamison’s peak performance playbook—from his favorite book to the tiny habit that's had the biggest impact on his life. In it we cover: (00:01:21) – Being a reluctant entrepreneur (00:05:17) – Time and stress management (00:07:44) – Selling into large financial institutions (00:11:18) – Inspirational leaders and building great teams (00:18:00) – Defining success ABOUT GUEST Andrew Jamison is Co-founder and CEO of Extend, which is the world's first virtual card platform that works with every card issuer. Before co-founding Extend, Andrew worked as a Vice President at American Express for over 12 years. In this episode, we cover why Andrew's a reluctant entrepreneur and how growing up in a family of entrepreneurs shaped his approach to building Extend, why he goes running daily and always packs a pair of trainers in his bag when traveling, how he manages his time and approaches leading the team at Extend, and the wisdom he'd whisper in his ear if he could go back and visit himself when he was 20. 💌 FREE NEWSLETTER https://www.outlieracademy.com/newsletter 🎙 LISTEN ON iTunes: https://podcasts.apple.com/us/podcast/outlier-academy/id1523851182 Spotify: https://open.spotify.com/show/58edVNgqaPNaCSGSxM6pef?si=88f37a5d20434775 Overcast: https://overcast.fm/itunes1523851182 ABOUT OUTLIER ACADEMY Learn timeless lessons on work and life from iconic founders, world-renown investors, and bestselling authors. Outlier Academy is the forever school for those chasing greatness. Past guests include Gokul Rajaram of DoorDash, Scott Belsky of Benchmark and Adobe, Joey Krug of Pantera Capital, Mark Sisson of Primal Kitchen, Luke Gromen of The Forest for the Trees, and Brian Scudamore of 1-800-GOT-JUNK. Website: https://www.outlieracademy.com Twitter: https://www.twitter.com/outlieracademy ABOUT DANIEL SCRIVNER Outlier Academy is hosted by Daniel Scrivner. Over the last 15 years, Daniel has led design teams at Square and Apple, turned around a $3M+ ARR SaaS business, and invested in more than 100 companies. He launched Outlier Academy in 2020 to learn from the world’s best founders, investors, authors, and peak performance experts. Website: https://www.danielscrivner.com Twitter: https://www.twitter.com/danielscrivner Learn more about your ad choices. Visit megaphone.fm/adchoices

Listen to one of our favorite moments from tomorrow’s 20 Minute Playbook episode featuring Andrew Jamison of Extend. In it, Andrew shares his favorite books, tools, habits, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, we deconstruct Alex Rubalcava's peak performance playbook—from his favorite book to the tiny habit that's had the biggest impact on his life. Alex Rubalcava is Partner at Stage Venture Partners. We cover the coming energy transition and advice for founders and investors. “No one in the world has an urgent problem that will get solved by investing in some random guy's venture capital fund.” – Alex Rubalcava EPISODE GUIDE (LINKS, QUOTES, NOTES, AND BOOKS MENTIONED) https://www.danielscrivner.com/notes/alex-rubalcava-stage-venture-partners-playbook-show-notes  FULL TEXT TRANSCRIPT https://www.danielscrivner.com/notes/stage-venture-partners-alex-rubalcava-playbook-transcript  CHAPTERS In this episode, we deconstruct Alex Rubalcava’s peak performance playbook—from his favorite book to the tiny habit that's had the biggest impact on his life. In it we cover: (00:00:00) – Introduction (00:01:53) – Alex’s superpowers in investing (00:03:07) – Advice for founders (00:05:03) – Learning from Berkshire Hathaway and investment books (00:09:17) – The massive energy transition underway (00:14:24) – Advice for new investors (00:16:54) – Planning and long term success ABOUT ALEX RUBALCAVA Alex Rubalcava is the Founder and Managing Partner of Stage Venture Partners. Stage VP invests hyper early, typically pre-seed and seed, into deep technology companies across four core verticals, which includes space technology, industrial applications, healthcare and life sciences, and eCommerce tooling. What fascinated me about Alex and Stage Venture Partners is the incredibly unique approach of investing early into very difficult technological problems with a proven ability to help shepherd these companies from seed to Series A and beyond. In this episode, we cover Alex's investing superpower, how he manages his time, why he loves the book The Gorilla Game, the advice he gives founders again and again and again, and so much more. 💌 FREE NEWSLETTER https://www.outlieracademy.com/newsletter 🎙 LISTEN ON iTunes: https://podcasts.apple.com/us/podcast/outlier-academy/id1523851182 Spotify: https://open.spotify.com/show/58edVNgqaPNaCSGSxM6pef?si=88f37a5d20434775 Overcast: https://overcast.fm/itunes1523851182 ABOUT OUTLIER ACADEMY Learn timeless lessons on work and life from iconic founders, world-renown investors, and bestselling authors. Outlier Academy is the forever school for those chasing greatness. Past guests include Gokul Rajaram of DoorDash, Scott Belsky of Benchmark and Adobe, Joey Krug of Pantera Capital, Mark Sisson of Primal Kitchen, Luke Gromen of The Forest for the Trees, and Brian Scudamore of 1-800-GOT-JUNK. Website: https://www.outlieracademy.com Twitter: https://www.twitter.com/outlieracademy ABOUT DANIEL SCRIVNER Outlier Academy is hosted by Daniel Scrivner. Over the last 15 years, Daniel has led design teams at Square and Apple, turned around a $3M+ ARR SaaS business, and invested in more than 100 companies. He launched Outlier Academy in 2020 to learn from the world’s best founders, investors, authors, and peak performance experts. Website: https://www.danielscrivner.com Twitter: https://www.twitter.com/danielscrivner Learn more about your ad choices. Visit megaphone.fm/adchoices

Listen to one of our favorite moments from tomorrow’s 20 Minute Playbook episode featuring Alex Rubalcava of Stage Venture Partners. In it, Alex shares his favorite books, tools, habits, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices

Eric Markowitz shares his journey from being an award-winning journalist to the Director of Research at Worm Capital—leading all of the research that informs Worm’s concentrated, long-only, technological disruption investment focus. Eric shares why investing is all about making good calculated bets, the important of slowing down the research process, how he avoids making behavioral mistakes, and so much more. “I think the lesson learned is there’s so much value to patience in this business. That just slowing down not only the research process, but the actual allocation and trading process, is immensely valuable. Some of the greatest investors just do nothing, right? That is such a hard thing to conceptualize—especially in a culture that values action and values doing things. Most of the time, really the best answer is to do nothing.” — Eric Markowitz EPISODE GUIDE (LINKS, QUOTES, NOTES, AND BOOKS MENTIONED) https://www.danielscrivner.com/notes/eric-markowitz-worm-capital-playbook-show-notes  FULL TEXT TRANSCRIPT https://www.danielscrivner.com/notes/eric-markowitz-worm-capital-playbook-transcript  CHAPTERS (00:00:00) - Introduction (00:01:56) – Eric’s Path from Journalist to Director of Research (00:07:57) – Why Investing is About Making Good Calculated Bets (00:09:47) – Worm’s Two-Step Research Process (00:13:21) – The Importance of Slowing Down the Research Process (00:15:36) – Guardrails and Keeping Bad Information Out of the Research Process (00:19:48) – Worm’s Behavioral Advantages in Investing (00:23:44) – Eric’s Recent Obsessions: The Future of Robotics (00:26:54) – Eric Markowitz’s Favorite Books ABOUT ERIC MARKOWITZ Eric Markowitz is the Director of Research at Worm Capital. Worm runs a concentrated long-only strategy and invests in technological disruption. They call themselves "value investors focused on the future” and are drawn toward messy, complicated sectors of the market that are difficult to understand—and even more difficult to accurately price. Before joining Worm Capital, Eric worked as an award-winning investigative business journalist and wrote from Inc., The New Yorker, and Newsweek. As the Director of Research, Eric leads all of Worm’s research efforts including mapping out new industries, understanding new technologies, and breaking down investment targets to understand the inputs and outputs that drive their business. Twitter | Worm Capital | The Nightcrawler 💌 FREE NEWSLETTER https://www.outlieracademy.com/newsletter 🎙 LISTEN ON iTunes: https://podcasts.apple.com/us/podcast/outlier-academy/id1523851182 Spotify: https://open.spotify.com/show/58edVNgqaPNaCSGSxM6pef?si=88f37a5d20434775 Overcast: https://overcast.fm/itunes1523851182 ABOUT OUTLIER ACADEMY Learn timeless lessons on work and life from iconic founders, world-renown investors, and bestselling authors. Outlier Academy is the forever school for those chasing greatness. Past guests include Gokul Rajaram of DoorDash, Scott Belsky of Benchmark and Adobe, Joey Krug of Pantera Capital, Mark Sisson of Primal Kitchen, Luke Gromen of The Forest for the Trees, and Brian Scudamore of 1-800-GOT-JUNK. Website: https://www.outlieracademy.com Twitter: https://www.twitter.com/outlieracademy ABOUT DANIEL SCRIVNER Outlier Academy is hosted by Daniel Scrivner. Over the last 15 years, Daniel has led design teams at Square and Apple, turned around a $3M+ ARR SaaS business, and invested in more than 100 companies. He launched Outlier Academy in 2020 to learn from the world’s best founders, investors, authors, and peak performance experts. Website: https://www.danielscrivner.com Twitter: https://www.twitter.com/danielscrivner Learn more about your ad choices. Visit megaphone.fm/adchoices

Listen to one of our favorite moments from tomorrow’s 20 Minute Playbook episode featuring Eric Markowitz of Worm Capital. In it, Eric shares his favorite books, tools, habits, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices