This week, I converse with Glen Kacher, Managing Director and CIO of Mild Avenue Capital. We focus on his tenure at Integral Capital Companions, in addition to his begin at Tiger Administration beneath founder Julian Robertson.
We talka bout why he launched a hedge fund surrounded by enterprise capital in Silicon Valley, and what it takes to embrace the “velocity of tech.”
We additionally focus on the polarization of information facilities and what AI will appear to be 5 years from now.
He’s at present re-reading “Empires of Mild: Edison, Tesla, Westinghouse, and the Race to Electrify the World” by Jill Jonnes; A transcript of our dialog is out there right here Tuesday.
You’ll be able to stream and obtain our full dialog, together with any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier podcasts in your favourite pod hosts might be discovered right here.
Make sure to try our Masters in Enterprise subsequent week with Adam Frank, Head of Wealth Planning and Recommendation at JPM, answerable for $1.3 trillion in shopper property. Beforehand, he was head of Wealth Administration for JP Morgan Securities. JPM’s mixed complete property, together with international, institutional, personal financial institution, wealth, and retail, are over $7.7 trillion.
Present Studying/Favourite Books
