Stay curious my friends.

Upcoming podcast episodes, the importance of focus, critical look at ESG, Ackman on SPACs, CRE data, vertical farming, and more.

My conversation with Neil O'Donnell around SPACs and macro, deep dive on Snowflake, NVidia's ARM acquisition, the friedman doctrine.

Bessemer Ventures Deal Memos, Stan Druckenmiller on current markets, Nikola's short thesis, SPACs galore, and more.

Ryan Begelman on entrepreneurship and investing, deep dive on Tandy Leather, Mouawad family jewelry business, Michael Mauboussin on public v