Jan 14, 2026
In this episode, Tim Koller, co-author of Valuation and a leading authority on corporate finance, offers a substantive examination of capital allocation decisions under real-world constraints. The discussion moves beyond theory to explore how CEOs and CFOs should approach resource deployment in mature, capital-rich...
Jan 12, 2026
Elizabeth McBride and Seth Levine return to discuss the ideas behind their book Capital Evolution and the shifts they see across capitalism, innovation, and work. They describe conversations with young people who believe “socialism is the right answer,” and explain why “nearly half of people under forty now don't...
Jan 7, 2026
Michael explains that people often struggle because “adding and adding must be more effective,” yet humans are “more confident when just one advantage is presented.” He shares that Five Guys succeeded because they “only do burgers and fries” and that “if you say you are best at one thing most of all,...
Jan 5, 2026
When most executives discuss AI, they focus on
automation.
Dr. Ben Zweig, NYU Stern professor and CEO of Revelio Labs,
explains why the real disruption isn’t machines replacing people,
it’s our failure to rethink how work is structured.
“Labor markets are not as sophisticated as capital markets,” Ben explains....
Dec 31, 2025
In this conversation, Mark explains that “we often build our lives on things we are certain about that simply are not true.” He describes how “we don’t actually see the world… we see screens of how we think the world is.” He explains that these screens create “a double paradox” shaping what we think is...