Topic

Investing

Investing lessons, market structure, capital allocation, venture capital, public markets, and investor profiles.

Lessons from Sam Zell

Sam Zell, a self-made real estate magnate, paired contrarian investing with a rigorous understanding of risk and supply and demand. His example shows how distress can become opportunity when independent judgment remains anchored in fundamentals rather than consensus.

Lessons from Annie Duke

Annie Duke, a former professional poker player and decision-making author, teaches people to think in bets. Her key distinction separates decision quality from outcome quality, helping us account for luck, embrace uncertainty, and learn without judging choices solely by results.

Lessons from Mark Suster

Mark Suster, a two-time entrepreneur turned venture capitalist at Upfront Ventures, offers founders candid, practical, and often contrarian guidance on startup life, illuminating the realities of entrepreneurship from his view on both sides of the table.

Lessons from Morgan Housel

Morgan Housel, an author and partner at The Collaborative Fund, connects personal finance and investing with human behavior, showing how cognitive biases and emotional states shape financial decisions—and why wealth and happiness deserve to be examined together.

Lessons from Alfred Lin

Alfred Lin, a Sequoia Capital partner and key architect behind Zappos, Airbnb, and DoorDash, brings operating and investing experience to company building. His leadership philosophy makes strong, intentional culture a foundation for enduring organizations.

Lessons from Mark Spitznagel

Mark Spitznagel is an investor and hedge fund manager whose contrarian philosophy draws on Austrian economics. His patient, indirect approach connects risk mitigation and capital allocation with lessons from nature and military strategy, challenging modern financial theory.

Lessons from Bill Janeway

William H. “Bill” Janeway is a venture capitalist and economist working across technology, finance, and public policy. His three-player model studies innovation as an unstable interaction among a mission-driven state, financial speculators, and entrepreneurs operating through markets.

Lessons from Rex Salisbury

Rex Salisbury, solo general partner at Cambrian, brings experience in software engineering, investment banking, and venture capital to pre-seed and seed-stage fintech. His perspective connects the future of financial technology with the work of building a tech career.

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