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1:30:36ENMiles Dieffenbach on Endowment Investing, Venture Returns and LiquidityGuest Miles Dieffenbach · Host Harry StebbingsThe Carnegie Mellon allocator explains how he compares venture funds with public markets and evaluates fund size, fees and private marks.
1:16:31ENHussein Kanji on European Venture Capital and the AI OpportunityGuest Hussein Kanji · Host Harry StebbingsThe Hoxton Ventures founder discusses fund size, company-building and why European AI startups can compete while still relying on US capital to scale.
35:04ENDave Ripley on Crypto Regulation, Payments and Leading KrakenGuest Dave Ripley · Host Harry StebbingsThe Kraken CEO makes the case for cryptocurrency and a different regulatory approach, while Harry Stebbings challenges its practical advantages.
1:10:01ENDave Powers on Building Hoka, Reviving UGG and Managing Footwear BrandsGuest Dave Powers · Host Harry StebbingsThe Deckers CEO discusses specialist distribution, inventory, brand recovery and the economics of direct and wholesale sales.
1:22:17ENPeter Lacaillade on Selecting Managers, Co-Investment and LiquidityGuest Peter Lacaillade · Host Harry StebbingsThe SCS Financial investor explains his barbell portfolio, how he diligences managers and why liquidity decisions deserve more attention.
1:03:08ENRyan Petersen on Flexport, Velocity and the Cost of Moving Too FastGuest Ryan Petersen · Host Harry StebbingsThe Flexport founder discusses customer feedback, overhiring, cross-functional logistics and why direction matters as much as speed.
1:00:35ENBeezer Clarkson on LP Liquidity, Venture Returns and Fund IncentivesGuest Beezer Clarkson · Host Harry StebbingsThe Sapphire Partners investor explains how LPs assess managers, fund size and distributions during a difficult 2023 fundraising market.
1:08:53ENDavid Vélez on Nubank, Financial Access and AI BankingGuest David Vélez · Host Harry StebbingsThe Nubank founder discusses building a primary bank in Latin America, expanding beyond finance and the incentive questions facing AI advice.
42:16ENJoey Levin on Investing, Simplicity and Leading Through a Market ResetGuest Joey Levin · Host Harry StebbingsThe IAC CEO discusses valuation, SPACs, company values and persistence in a February 2023 conversation.
53:31ENKyle Samani on Tokens, Network Effects and Crypto InvestingGuest Kyle Samani · Host Harry StebbingsThe Multicoin co-founder explains his investment process and argues that tokens can coordinate networks, while discussing liquidity, risk and his 2022 views on Bitcoin and Solana.
52:25ENPeter Singlehurst on Long-Term Investing Across Public and Private MarketsGuest Peter Singlehurst · Host Harry StebbingsThe Baillie Gifford investor explains portfolio concentration, evolving conviction and what he learned from both a failed investment and a missed opportunity.
58:34ENIan Lee on DAOs, Venture Capital and the Promise and Risks of Web3Guest Ian Lee · Host Harry StebbingsThe Syndicate co-founder explains his 2022 thesis on distributed investing, while discussing governance, inequality, usability and security risks.
1:01:21ENOren Zeev on Deployment Pace, Ownership and Investing IndependentlyGuest Oren Zeev · Host Harry StebbingsThe Zeev Ventures founder discusses follow-ons, diversification, missed opportunities and the trade-offs of making decisions without partners.
1:06:53ENFabrice Grinda on Three Economic Scenarios and Venture InvestingGuest Fabrice Grinda · Host Harry StebbingsThe FJ Labs founder sets out optimistic, stagnation and severe-downside scenarios from 2022 and discusses how they shaped his investing.









