November 2026
November 2024
The Defense Reformation
As a nation, we are in an undeclared state of emergency. Around 2014, Russia annexed Crimea, China militarized the Spratly Islands in the South China Sea, and Iran was allowed to pursue the bomb... Read More
September 2024
You Must Understand the Fourth Turning to Survive What’s Coming…
How can past crises teach us how to deal with challenges in today's world? Our guest NEIL HOWE is a renowned historian and generational theorist... Listen to Audio
May 2024
September 2023
June 2023
Modern Sardine Management
The current oversupply of real estate is different from past cyclical excesses. The present situation is a result of commoditization of real estate. Real estate investment rather than... Read More
July 2022
Nick Howley and TransDigm Group
In today’s episode we are joined by Nick Howley, TransDigm’s founder, long-time CEO and Executive Chairman... Listen to Audio
June 2022
Bob Farrell’s 10 Rules for Investors
Farrell spent decades as the head of market strategy at Merrill Lynch and gain universal respect and admiration his insights and market wisdom have stood the test of time... Read More
Charlie Munger’s Psychology of Human Misjudgment
The Psychology of Human Misjudgment, a speech given in 1995 by legendary investor Charlie Munger... Read More
May 2022
Brian Schimpf and Anduril
Brian Schimpf is the CEO and co-founder of Anduril. We cover the evolution of the defense industry, the advantage of Anduril’s business model... Listen to Audio
April 2022
Gen Colin Powell’s Thirteen Rules of Leadership
As we reflect on former Secretary of State Colin Powell’s legacy, we are reminded of his thirteen rules of leadership which have guided so many of our colleagues and principals... Read More
Jim Collins: Ten Lessons I Learned From Peter Drucker
IF YOU ARE to read one book on executive self-management, it should be this... Read More
December 2021
Clay Christensen: How Will You Measure Your Life
Before I published The Innovator’s Dilemma, I got a call from Andrew Grove, then the chairman of Intel. He had read one of my early papers about disruptive technology, and he asked if I could talk to... Read More
May 2021
Hubert Joly and Best Buy
When I joined Best Buy BBY -0.25% on September 4, 2012, the mood was grim. The previous CEO had been fired, embroiled in a scandal, and the share price was plummeting... Read More
April 2021
Dave Packard to Hewlett Packard Managers
I'm glad to have this opportunity to get together with you and discuss how each of us can do our job more efficiently because as the company grows l think this is going to be crucial in determining whether we are able to continue to grow and keep... Read More
Brad Garlinghouse: Message to Yahoo! Employees (The Peanut Butter Manifesto)
Three and half years ago, I enthusiastically joined Yahoo ! The magnitude of the opportunity was only matched by the magnitude of the assets. And an amazing team has been responsible for rebuilding Yahoo!... Read More
January 2021
J.K Rowling: The Fringe Benefits of Failure, and the Importance of Imagination
President Faust, members of the Harvard Corporation and the Board of Overseers, members of the faculty, proud parents, and, above all, graduates. The first thing I would like to say is ‘thank you.’ Not only has Harvard... Read More
Rudyard Kipling: If-
If you can keep your head when all about you, are losing theirs and blaming it on you, if you can trust yourself when all men doubt you, but make allowance for their doubting too; if you can wait and not be tired by waiting, or being lied about, don’t deal in lies, or being hated, don’t give way to...
July 2020
John Gardner: The Road to Self Renewal
This is a speech by John Gardner delivered in 1990 to McKinsey & Company: I’m going to talk about “Self-Renewal.” One of your most fundamental tasks is the renewal of the organizations you serve, and that usually includes persuading the top officers to accomplish a certain amount of self-renewal… Read More
April 2020
Mark Andreessen: It’s Time to Build
Written by Marc Andreessen Every Western institution was unprepared for the coronavirus pandemic, despite many prior warnings. This monumental failure of institutional effectiveness will reverberate for the rest of the decade, but it’s not too early to ask why, and what we need to do about it. Many of us would like to pin the … Read More
October 2019
Maya Angelou: When Great Trees Fall
Written by Maya Angelou When great trees fall, rocks on distant hills shudder, lions hunker down in tall grasses, and even elephants lumber after safety. When great trees fall in forests, small things recoil into silence, their senses eroded beyond fear. When great souls die, the air around us becomes light, rare, sterile. We breathe, … Read More
September 2019
Sam Walton: Running a Successful Company – Ten Rules That Worked For Me
Running A Successful Company: Ten Rules That Worked for Me From Sam Walton, Made in America, June 1992 This isn’t the first time that I’ve been asked to come up with a list of rules for success, but it is the first time... Read More
August 2019
March 2019
The University of Georgia’s Corsair Society
Written by Lori Johnston (ABJ ’95 UGA) and Jeremy Bales (AB, ABJ ’01 UGA) and published in the December 2014 issue of GEORGIA MAGAZINE The Statue of Liberty looms in the distance through the floor-to-ceiling windows on the 27th floor of Citi’s Greenwich Street...Read More
January 2019
Seth Klarman: Hard Choices: The Importance of Thoughtful Deliberation, and Its Implications for the Future of Capitalism
A speech written and delivered by Seth Klarman before Harvard Business School students and alumni at the opening of Klarman Hall... Read More
November 2018
Jim Grant: Perspective on US Fiscal Position
America’s deteriorating public credit is the cold-button issue of the 2018 midterms. With rare bipartisanship, Democrats and Republicans compete to pretend that the country isn’t going broke. In 1992, the third-party presidential candidate... Read More
October 2018
Lewis Grizzard: Great moments in a would-be father’s life
To my son, if I ever have one: Kid, I am writing this on Sept. 3, 1984. I have just returned from Athens, where I spent Saturday watching the University of Georgia, your old dad’s alma mater, play football against Clemson. While the events of the day were still fresh on my mind, I wanted … Read More
July 2018
Kiril Sokoloff: Real Vision Interview
This video features an interview with Kiril Sokoloff, an investor who closely tracks advances in technology and both their current and future effects on world markets... Watch Video
Wlliam Deresiewicz’s Solitude and Leadership Addr
The lecture below was delivered to the plebe class at the United States Military Academy at West Point in October 2009.My title must seem like a contradiction. What can solitude... Read More
Howard Marks: Memos
Since 1990, Oaktree Capital’s Howard Marks has been routinely publishing memos to memorialize lessons he has learned, insights he has had, and effects of current events on the markets. His memos provide unique clarity into the world around us... Read More
Mark Leonard: On Effective Boards of Directors
Our current policy is to invest all of our retained investor’s capital (and then some) when we think we can achieve our targeted hurdle rates... Read More
Warren Buffett: Berkshire Hathaway Chairman’s Shareholder Letters
Since 1977, Berkshire Hathaway’s annual shareholders are candid and insightful glimpses into how the company sees the world and in turn makes investments... Read More
Fernando del Pino: The Five Experiments
By Fernando del Pino December 2015 When I was kindly invited by our founder to make a presentation in our first meeting, I thought it would be interesting to bring out some... Read More
Remembering a Hero: Welles Crowther
Written by Peggy Noonan What do I think about when I think about that day? The firemen who climbed “the stairway to Heaven” with 50, 60 pounds of gear. The people who called from Windows on the World and said: “I just want you to know I love you.” The men on the plane who … Read More
President Theodore Rosevelt: Citizenship in a Republic
CITIZENSHIP IN A REPUBLIC Theodore Roosevelt Speech delivered at the Sorbonne Paris, France April 23, 1910 The Famous Quote: “The Man In The Arena” It is not the critic who counts; not the man who points out... Read More
Leo Tolstoy on Abraham Lincoln
TOLSTOI HOLDS LINCOLN WORLD’S GREATEST HERO. Bigger Than His Country. Bigger Than All the Presidents Together: a Christ in Miniature. STILL TOO NEAR TO APPRECIATE HIS POWER. Great Russian Tells...Read More
Prime Minister Winston Churchill’s Report to the House of Commons in June 1940
Prime Minister Winston Churchill’s Report to the House of Commons 4 June 1940 From the moment that the French defenses at Sedan and on the Meuse were broken at the end of the second week of May...Read More