May 14, 2026 Friends, We are excited to share this interview with Ted Bealin, founder and CIO of Aptera Capital. Aptera is a new long/short hedge fund focused primarily on financial services, housing, and direct-to-consumer investments. Previously, Ted worked at Rock Ventures, the family office of Dan Gilbert, founder of Rocket Mortgage. This interview covers… Continue reading Investing in Financial Services in the AI Era
March 26, 2026 Friends, We are excited to share edited excerpts from our October 9, 2025 Ideas & Networking Conference fireside chat with Phil Colicchio, an expert on the restaurant and hospitality industry. Phil, along with his partner Trip Schneck, runs Colicchio Consulting, a firm that advises hotels, investors and real estate developers on high-profile,… Continue reading An Insider’s Take on the Restaurant Industry
February 5, 2026 Friends, We are excited to share edited excerpts from our October 9th Ideas & Networking Conference fireside chat with my longtime friend Sumit Agarwal, founder and CEO of Ario, a start-up focused on data enablement for consumer AI. Sumit was previously the co-founder of Shape Security, a cybersecurity company acquired by F5… Continue reading The Potential for Consumer AI
December 4th, 2025 Friends, We are excited to share the edited excerpts of our October 9th Ideas & Networking Conference fireside chat with Alok Agrawal, the founder of Bloom Tree Partners. Bloom Tree was a long/short hedge fund seeded by Tiger Management, reaching peak assets of $2 billion. Alok began his investment career at Bessemer… Continue reading The Bull Case for Software in the AI Era
September 11, 2025 Friends, I am excited to share this interview with Tal Tsfany, President & CEO of the Ayn Rand Institute and author of “Secrets of a Passionate Life: A Thinker’s Guide to Profound Happiness.” I first read Ayn Rand’s The Fountain Head and Atlas Shrugged in high school, with both books helping to… Continue reading Who is John Galt?
June 24, 2025 Friends, I am excited to share this interview with David Orr, General Partner of Militia Capital and the Militia Long/Short ETF (Nasdaq: ORR). A former professional poker player, David has generated incredible returns for his investment partnership and recently launched an ETF. He is also a prominent poster on Twitter: @orrdavid. After… Continue reading A Fresh Perspective on Long/Short Investing
April 10, 2025 Friends, I am excited to share this interview with Patrick Blumenthal, the Founder of Anomaly Fund. I got to know Patrick after the collapse of Silicon Valley Bank when he hosted me on his New Frontier podcast. I subsequently invested in his first Anomaly Fund and have enjoyed watching him invest in… Continue reading Frontier Tech Investing
February 4th, 2025 Friends, I am very excited to share the edited excerpts of my Ideas & Networking Conference fireside chat with Brian Bellinger, the Founder and CIO of Monimus Capital. Monimus is a long/short investment firm that has an opportunistic, value-oriented investment strategy and a distinct approach to short selling. Brian and I previously… Continue reading The Case for Short Selling
December 19, 2024 Friends, We are excited to share the edited excerpts of our Ideas & Networking Conference fireside chat with John Serafini, the CEO of HawkEye 360. HawkEye 360 operates a collection of low earth orbit satellites that track radio frequency data and deliver mapping and analytic capabilities to its customers. He is also… Continue reading The New Space Race & Defense Tech
October 24, 2024 Friends, We recently hosted our third annual Ideas & Networking Conference in New York City on September 19th. It was a fantastic day with great speakers and participants. I specifically want to thank our special guest speakers, Sol Bier of Factorial Funds, John Serafina of Hawkeye 360, Brian Bellinger of Monimus Capital,… Continue reading Self-Driving Cars, AI & Venture
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