Show Notes

Simon Mikhailovich is Co-Founder of The Bullion Reserve (TBR). We discuss why gold is important in the current economy and, how it maintains purchasing power over time, and important lessons from financial history.

Michael Joseph is Founder/CEO of Scratch Kitchen, restaurant approach that offers multiple brands and food types all under one roof. It's takeout/delivery only & uses proprietary data to inform what foods and brands to offer in each market.

Robert Cantwell is Founder of Upholdings, the first hedge fund in the US to convert io an ETF. We discuss the evolution of ETFs, why operators make the best investors, and the investment process behind Upholdings’ Compound Kings (KNGS) ETF.

Josh Clemente is Founder & President of Levels. In this episode, we discuss how metabolism works, the importance of feedback loops, and how your blood glucose levels can shape everything from your energy levels to the quality of your sleep.

Dan Roller is Founder & CIO of Maran Capital, a boutique, value-driven investment manager. We discuss the power of buy-and-build companies, investing in special situations, & how becoming a better investor is like training for an Ironman.

Rennick Palley is the Founder and CIO of Stratos Technologies. In this second half of our interview, we discuss everything from the recent boom in SPACs to the world of DeFi protocols, and how crypto gets incentive structures right.

In Part 1 of this 2-part series, I chat with Rennick Palley, Founder and CIO of Stratos Technologies to discuss growth vs. value investing, reflexivity, and capital structures.

Join me as I sit down with Verlyn Klinkenborg, who teaches creative writing at Yale. We explore his book Several Short Sentences About Writing, his approach to reading, and why everything we’ve been taught about writing is wrong.

Andrew Dumont is Andrew Dumont is the Founder of Curious Capital. We discuss scaling an open source framework, 3 steps to turn around any business, and Andrew’s approach to investing.

Laurence Gonzales is the best-selling and multiple award-winning author of Deep Survival. In this episode, Laurence and Daniel discuss Laurence’s newest book, The Chemistry of Fire.