Joys of Compounding
This 'podclass' is a series of discussions with the world's best investors, company builders, academics, athletes, artists and human beings devoted to exploring the joys of compounding in all its forms.
Episodes
October 13, 2025 • 84 mins
Our teacher today is Jan Mohr, CEO of Chapters Group, a publicly traded serial acquisition holding company with ambitions of becoming one of Europe's technology champions.
Chapters' origins date back to a small software startup founded near Frankfurt in 1998. Twenty years later, the core business was sold to a strategic buyer, consolidating the market with the proceeds of the sale in 2018. With Jan's influence, the company embarke...
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October 6, 2025 • 82 mins
Today's teacher is David Senra. David is an absolute force of nature who is taking the world by storm with his podcast "Founders." In class today, we enjoy access to the full spectrum of learnings from his decade-long study of history's greatest entrepreneurs, artists, athletes, and leaders.
The library David built reflects a range of study that is boundless. From Alexander the Great to Catherine Graham to Alexander Graham Bel...
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September 15, 2025 • 84 mins
Our teacher today is Steve Mandel, founder of Lone Pine Capital, one of the defining investment firms of our time. For starters, Steve is, without question, among the most important leaders in the investment management industry. Consider that Seth Klarman once called him, “the best industry analyst I've ever met, who became the best long short hedge fund manager of his generation.”
In our opinion, the magic of Lone Pine resides in...
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August 25, 2025 • 93 mins
We've got just the class to help you get back into that learning machine mode. We're stoked to be joined by our good friend Chris Begg, founder of East Coast Asset Management and adjunct Associate Professor at the Helibrunn Center for Graham and Dodd investing at Columbia Business School. He teaches security analysis, perhaps the most legendary investing course in higher education.
In today's class, we offer some historical conte...
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June 9, 2025 • 88 mins
Our teacher today is Will Thorndike, co-founder of Compounding Labs and author of the acclaimed book, “The Outsiders.” In our opinion, Will has emerged as one of the most influential and innovative investor minds of the past few decades. And if you care about long-term value creation and the art of capital allocation, chances are you've also benefited from some of his ideas.
In 1994, he founded Housatonic Partners, a pioneering ...
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May 27, 2025 • 78 mins
Our teacher today is Katie Koch. Katie is the President and CEO of the TCW Group, a storied firm with over 200 billion in assets under management and a fascinating 50-year legacy as a pioneer in the investment industry. Katie just took the TCW reins in 2023 after more than 20 years at Goldman Sachs. She joined Goldman right after college as the self-proclaimed least capable person in the firm and rose to become chief investment off...
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April 21, 2025 • 91 mins
Our teacher today is Sebastian Mejia. He combines intellectual range with emotional depth and is the co-founder of Rappi, the on-demand delivery platform that has become one of Latin America's most influential tech companies.
In this episode, we discuss resilience, identity, intuition, and building companies with a sense of urgency and wonder. We will go from Sebastian’s immigrant hustle in New York to billion-user ambitions in I...
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March 24, 2025 • 84 mins
Our teacher today is Chad Cascarilla, co founder and CEO of Paxos, the leading regulated blockchain infrastructure company that is reimagining a complete technological replatforming of our global financial markets. Paxos aims to democratize finance by enabling instant global asset movement, partnering with industry leaders like PayPal, Stripe, MasterCard, and others. For those confused by crypto speculation, Chad offers a grounded...
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February 24, 2025 • 40 mins
Today’s teacher is Jacqueline Morby. She may well be the greatest investor you've probably never heard of. For anyone who invests in software or participates in the now nearly trillion dollar global growth equity industry, chances are Jackie helped to shape and give rise to the professional world you inhabit. In 1978 at the age of 40, and with her only professional experience to date being a few years of substitute teaching, Jackie...
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January 28, 2025 • 82 mins
This is Rick. Today's teacher is Rich Wells, managing director of Insight Partners, which celebrates its 30th anniversary this month. I've known Rich for 20 years since our time as section mates in business school, where he was consistently recognized as the smartest person in the room. Rich is universally regarded as one of the preeminent private market software investors of the last 20 years, helping drive Insight's success throu...
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January 6, 2025 • 126 mins
Before we turn the page on 2024, we wanted to shine one more light on the man behind our most popular class of the last year. And that's Mitch Rales, co-founder of Danaher, one of the most impressive businesses to have been built anywhere in the world this past century. Having co-founded Danaher 40 years ago alongside his brother and best friend Steve, the Rales boys have strung together a track record of compounding that might eve...
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December 9, 2024 • 42 mins
In honor of Notre Dame clinching a playoff spot, we're replaying our conversation from earlier this year with head coach Marcus Freeman. We discuss the power of relationships and how he talks with his players about the concepts of hard work & love. Marcus delves into what it takes to focus on inputs rather than outputs, especially as the college sports world is changing in unprecedented ways.
And for you football fans out there, w...
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November 25, 2024 • 77 mins
Today’s teacher is renowned historian Patrick Griffin. Patrick is the former chair of the Department of History at the University of Notre Dame. In 2021, he was named the Harold Vivian Harmsworth Visiting Professor of American History at the University of Oxford, perhaps the highest honor an American historian can receive.
He joined us to explore “The Lessons of History” by Will and Ariel Durant, a book that has been repeatedly re...
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October 21, 2024 • 77 mins
Today's teacher is Rich Wong, general partner at renowned venture firm Accel. Rich is a very special investor and leader, and he spent many years as an operator prior to his time in VC. What was going to be a short stint as a venture operating partner nearly 20 years ago turned into a defining pivot for Rich.
He not only quickly reached the top of the venture profession but also became the go-to investor for many luminary companies...
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September 30, 2024 • 85 mins
Today's teacher is Ravi Gupta, a partner at renowned venture firm Sequoia Capital. Ravi has had a fascinating and meandering career on his way to becoming a VC, from consulting at McKinsey to private equity at KKR to operations at Instacart as both CFO and COO. All along the way, Ravi was gathering and cultivating a unique set of skills that's equipped him to now identify and support some of the most daring founders striving to bui...
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August 5, 2024 • 174 mins
We are back with a summer special and to celebrate, we have a cast of teachers joining us. In this episode, you’ll hear from the Mount Rushmore of business podcasters–Patrick O’Shaughnessy, David Senra, and Acquired’s David and Ben–as well as two of our favorite entrepreneurs. We’ll also reflect on what we’ve learned from our guests, from hosting the show, and discuss what’s next for this podclass of ours. Wherever you’re spending ...
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July 8, 2024 • 98 mins
Today we are replaying our classroom session with Ben Gilbert and David Rosenthal, founders of Acquired, the podcasting sensation telling the stories and strategies of the world's great companies. In this episode, we turn the tables on Ben and David in order to discover their own stories and the fairy dust behind acquired success.
We'll cover the history of the formation of one of the most successful podcasts in the world, why havi...
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June 10, 2024 • 105 mins
Today, we are replaying our conversation with Ho Nam, co-founder of Altos Ventures. As the numbers go, Altos is one of the greatest venture capital firms of the last quarter century. We unpack Ho's origin story and the values that shaped him most as a person and investor, and then we then turn to Altos itself. Altos has emerged as one of the most elite venture investors by breaking traditional VC rules, by backing hedgehogs rather...
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May 20, 2024 • 85 mins
Today, we are revisiting our class with David Senra in honor of our upcoming event together. David is an absolute force of nature who is taking the world by storm with his podcast "Founders." In this class, we enjoy access to the full spectrum of learnings from his decade-long study of history's greatest entrepreneurs, artists, athletes, and leaders.
The library David's built reflects a range of study that is completely boundless. ...
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May 13, 2024 • 44 mins
Today’s teacher is Marcus Freeman, Head Football Coach at the University of Notre Dame. We discuss the power of relationships and how he talks with his players about the concepts of hard work and love, and we delve into what it takes to focus on inputs rather than outputs, especially as the college sports world is changing in unprecedented ways.
For you football fans out there, we even get into a little bit of what's ahead for Not...
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