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Outlier Academy 🏛 Iconic Founders, Investors, and Thinkers

328 Episodes

26 minutes | Mar 16, 2023
#149 Jannick Malling, Founder & Co-CEO of Public: Favorite Books, Lessons Learned as a Serial Founder, Superpowers, and More
On the latest episode of 20 Minute Playbook, we interview Jannick Malling, Public’s Cofounder & Co-CEO. We decode what he’s mastered and learned along the way—from lessons as an entrepreneur to his favorite books, his superpowers, the advice he’d give his younger self, and more—all in 20 minutes. Learn more about your ad choices. Visit megaphone.fm/adchoices
56 minutes | Mar 14, 2023
#148 Public: How They’re Building the Future of Investing from Fractional Shares to Alternative Assets and Social Investing | Jannick Malling, Co-Founder & Co-CEO
On the latest episode of Outlier Founders, we decode how Public is building the investment platform of the future — from their initial focus on fractional shares, to adding alternative assets, how they’ve built social features and community into their platform, and more. Learn Public’s playbook for finding product market fit, achieving viral growth, building a multi-sided product, as well as their unique approach for driving accountability and ownership across their team. Learn more about your ad choices. Visit megaphone.fm/adchoices
29 minutes | Mar 9, 2023
Joey Cofone, Founder & CEO of Baronfig | Favorite Baronfig Products, Skill vs Renown, Daily Disciplines, Favorite Books, and More
Joey Cofone shares the lessons he’s learned as an award-winning designer, the Founder & CEO of Baronfig, and the author of The Laws of Creativity, including why he’s fascinated with the juxtaposition between skill and renown, how he worked with James Clear to design the Clear Habit Journal, why experimentation is Baronfig’s most important value, how rock bottom taught him how to take risks, and so much more. “There’s a stereotype of creatives, which is that they’re just flying by the seat of their pants. I’m here to tell you that it’s absolutely not true. We need to separate that from what creativity is. We need to decouple this ridiculous stereotype so that more people can blossom creatively.” — Joey Cofone EPISODE GUIDE (LINKS, QUOTES, NOTES, AND BOOKS MENTIONED) https://www.danielscrivner.com/notes/joey-cofone-playbook    FULL TEXT TRANSCRIPT https://www.danielscrivner.com/notes/joey-cofone-playbook-transcript     CHAPTERS (00:00:00) - Introduction (00:01:08) - Wrestling with Skill vs Renown (00:02:57) - Why People Would Be Surprised at Joey Cofone’s Daily Discipline (00:04:04) - Why Joey Cofone Has Been Tracking His Habits for 13 Years (00:05:21) - Joey Cofone’s Favorite Baronfig Products (00:07:23) - How Joey Cofone and James Clear Designed the Clear Habit Journal (00:10:46) - The Laws of Creativity by Joey Cofone in 90 Seconds (00:12:51) - How Rock Bottom Taught Joey Cofone How to Take Risks (00:16:07) - Why the Most Important Value at Baronfig is Experimentation (00:22:08) - Joey Shares His Favorite Books Including Radical Candor and The Phantom Tollbooth (00:23:47) - Joey Cofone’s Favorite Advice From His Barber and Malcom Gladwell (00:26:11) - How Joey Cofone Learns From Failure at Baronfig ABOUT THE GUEST Joey Cofone is the Founder & CEO of Baronfig and an award-winning designer and entrepreneur. His work has been featured in Fast Company, Bloomberg, New York Magazine, Bon Appétit, Quartz, Mashable, Gizmodo, and Print, among others. Joey was named a New Visual Artist and, separately, Wunderkind designer by Print magazine. He strives to make work that appeals to curious minds—work that’s beautiful, smart, and communicative. He believes that design is the least of a designer’s worries, that story is at the heart of all tasks, and jumping off cliffs is the only way to grow. 💌 FREE NEWSLETTER https://www.outlieracademy.com/newsletter 🎙 LISTEN ON iTunes: https://podcasts.apple.com/us/podcast/outlier-academy/id1523851182 Spotify: https://open.spotify.com/show/58edVNgqaPNaCSGSxM6pef?si=88f37a5d20434775 Overcast: https://overcast.fm/itunes1523851182 ABOUT OUTLIER ACADEMY Learn timeless lessons on work and life from iconic founders, world-renown investors, and bestselling authors. Outlier Academy is the forever school for those chasing greatness. Past guests include Gokul Rajaram of DoorDash, Scott Belsky of Benchmark and Adobe, Joey Krug of Pantera Capital, Mark Sisson of Primal Kitchen, Luke Gromen of The Forest for the Trees, and Brian Scudamore of 1-800-GOT-JUNK. Website: https://www.outlieracademy.com Twitter: https://www.twitter.com/outlieracademy ABOUT DANIEL SCRIVNER Outlier Academy is hosted by Daniel Scrivner. Over the last 15 years, Daniel has led design teams at Square and Apple, turned around a $3M+ ARR SaaS business, and invested in more than 100 companies. He launched Outlier Academy in 2020 to learn from the world’s best founders, investors, authors, and peak performance experts. Website: https://www.danielscrivner.com Twitter: https://www.twitter.com/danielscrivner Learn more about your ad choices. Visit megaphone.fm/adchoices
5 minutes | Mar 8, 2023
Trailer – Joey Cofone, Founder & CEO of Baronfig | Favorite Baronfig Products, Skill vs Renown, Daily Disciplines, Favorite Books, and More
Listen to one of our favorite moments from tomorrow’s 20 Minute Playbook episode featuring Joey Cofone, Founder & CEO of Baronfig. Learn more about your ad choices. Visit megaphone.fm/adchoices
73 minutes | Mar 7, 2023
The Laws of Creativity: How to Unlock Your Originality and Awaken Your Creative Genius | Joey Cofone, Author & Founder of Baronfig
Joey Cofone, Founder & CEO of the much loved “tools for thinkers” company Baronfig, joins me on Outlier Book Club to decode his new book, The Laws of Creativity. We cover why creativity isn’t magic, how creators across history from Albert Einstein to Grace Hopper and Bruce Lee wielded creativity to reach incredible heights, practical ways to hone your creativity, a framework for generating ideas, Joey’s process for writing the book, and so much more. “At this point in my career, I have art directed over 100 products from a rough idea into consumer’s hands. I’ve collaborated with incredible creators like James Clear and Roxane Gay. There came a point where it was very obvious how it all worked and fit together—because I was always interested not just in what I was doing but how I was doing it.” — Joey Cofone EPISODE GUIDE (LINKS, QUOTES, NOTES, AND BOOKS MENTIONED) https://www.danielscrivner.com/notes/laws-of-creativity-joey-cofone   FULL TEXT TRANSCRIPT https://www.danielscrivner.com/notes/laws-of-creativity-joey-cofone-transcript    CHAPTERS (00:00:00) - Introduction (00:01:49) - Origin Story of The Laws of Creativity (00:06:39) - Distilling Down the Laws of Creativity (00:08:17) - What Creativity Is and Why It Isn’t Magic (00:18:17) - On Zeno’s Paradox and Choosing to Finish (00:22:58) - The Laws of Mindset, Action, and Greatness (00:25:57) - Joey’s Favorite Law: The Law of Competition (00:29:55) - The Law of Precision (00:33:00) - The Law of The Muse (00:36:06) - On Borrowing vs Stealing Ideas (00:39:42) - The Law of Simplicity (00:42:56) - The Law of Good Enough (00:46:51) - Joey’s Process for Writing the Book (00:55:54) - Knowing When the Book Was Done (01:02:07) - The Highs and Lows of Creating Baronfig (01:04:54) - Creativity vs Business (01:08:21) - Baronfig: The Idea Company ABOUT THE BOOK In his book The Laws of Creativity, Joey debunks why creativity isn’t magic and shares what it is, how it works, and how you can harness it in your everyday life. Learn how to unlock your originality and awaken your creative genius with Joey Cofone—award-winning designer and Founder & CEO of the much loved “Tools for Thinkers'' brand Baronfig. Each of the 39 Laws of Creativity are illustrated with inspiring, enlightening, and surprising stories of iconic creators across history—including Albert Einstein, Serena Williams, Martin Luther King Jr., Harry Houdini, Grace Hopper, Bruce Lee, and many more. Joey breaks down how these titans of history wielded creativity to reach incredible heights. “Drawing on decades of experience, Joey Cofone has distilled the elements of creativity into an excellent, easy-to-use guide. The Laws of Creativity provides a roadmap for unleashing the creative force inside you.” — James Clear, Author of Atomic Habits 💌 FREE NEWSLETTER https://www.outlieracademy.com/newsletter 🎙 LISTEN ON iTunes: https://podcasts.apple.com/us/podcast/outlier-academy/id1523851182 Spotify: https://open.spotify.com/show/58edVNgqaPNaCSGSxM6pef?si=88f37a5d20434775 Overcast: https://overcast.fm/itunes1523851182 Learn more about your ad choices. Visit megaphone.fm/adchoices
7 minutes | Mar 6, 2023
Trailer – The Laws of Creativity: How to Unlock Your Originality and Awaken Your Creative Genius | Joey Cofone, Author & Founder of Baronfig
Listen to one of our favorite moments from tomorrow’s episode featuring Joey Cofone, author of The Laws of Creativity Learn more about your ad choices. Visit megaphone.fm/adchoices
19 minutes | Mar 3, 2023
On Obsessing Over Problems, Predicting the Future, and Why Healthcare Should be a Product (Not a Service)
This week we’re profiling Adrian Aoun, who founded Forward into 2017 to turn healthcare from a service into a product and reach 1B+ people globally. Before founding Forward, Adrian served as the Director of Special Projects for Google CEO Larry Page, founded Sidewalk Labs, and served as an advisor to the White House on the President’s Council of Advisors on Science and Technology. Here are the 3 big ideas in this week's Cheat Sheet: Principle: Be problem obsessed, not solution obsessed. Framework: How to predict the future from first principles. Insight: Why healthcare should be a product—not a service. Read the newsletter companion to this episode: https://www.cheatsheetnewsletter.com/p/problem-obsessions-and-predicting-the-future Listen, watch, or explore more of this week’s episodes: Forward’s Adrian Aoun | My Favorite Books, Tools, Habits and More Listen Now | Watch Now | Episode Guide | Transcript Forward: Bringing Healthcare as a Product to a Billion People | Adrian Aoun, Founder & CEO Listen Now | Watch Now | Episode Guide | Transcript Get the Cheat Sheet newsletter in your inbox: https://www.cheatsheetnewsletter.com Learn more about your ad choices. Visit megaphone.fm/adchoices
5 minutes | Mar 3, 2023
Trailer: On Obsessing Over Problems, Predicting the Future, and Why Healthcare Should be a Product (Not a Service)
This week we’re profiling Adrian Aoun, who founded Forward into 2017 to turn healthcare from a service into a product and reach 1B+ people globally. Before founding Forward, Adrian served as the Director of Special Projects for Google CEO Larry Page, founded Sidewalk Labs, and served as an advisor to the White House on the President’s Council of Advisors on Science and Technology. Here are the 3 big ideas in this week's Cheat Sheet: Principle: Be problem obsessed, not solution obsessed. Framework: How to predict the future from first principles. Insight: Why healthcare should be a product—not a service. Get the Cheat Sheet newsletter in your inbox: https://www.cheatsheetnewsletter.com Learn more about your ad choices. Visit megaphone.fm/adchoices
24 minutes | Mar 2, 2023
Adrian Aoun of Forward: My Favorite Books, Tools, Habits and More | 20 Minute Playbook
In Episode #121, we deconstruct Adrian Aoun's peak performance playbook—from his favorite book to the tiny habit that's had the biggest impact on his life. Adrian Aoun is the CEO and Founder of Forward. We cover why medical wearables don’t work, focusing on impact, and creating companies that can change the world. “Care deeply about the problem, not about your idea.” – Adrian Aoun EPISODE GUIDE (LINKS, QUOTES, NOTES, AND BOOKS MENTIONED) https://www.danielscrivner.com/notes/adrian-aoun-playbook/  FULL TEXT TRANSCRIPT https://www.danielscrivner.com/notes/adrian-aoun-playbook-transcript/  CHAPTERS In this episode, we deconstruct Adrian Aoun’s peak performance playbook—from their favorite book to the tiny habit that's had the biggest impact on their life. In it we cover: 00:00:00 – Introduction 00:02:21 – Creating companies that change the world 00:06:07 – On being stubborn and persistent 00:09:51 – Why medical wearables aren’t working 00:14:03 – It’s just as easy to work on something big as something that’s small 00:16:19 – Everything should relate to the problem 00:17:39 – On fiction and factfulness 00:19:20 – Cycling as meditation 00:20:23 – The only thing that matters is impact ABOUT ADRIAN AOUN Adrian Aoun is the founder and CEO of Forward, which is building an insurance-free healthcare system focused on preventative healthcare from the ground up. Forward was founded in 2017 to invert the typical model of healthcare. Where most healthcare follows the service model, where one patient sees a single doctor only when they need care, Forward is building healthcare focused on health and preventative care. It's productized so you can use it anytime, anywhere. It's scalable so it's affordable for everyone and always on with help available through Forward's app, as well as a network of doctors' offices around the United States, which might sound like, well, how healthcare should have been all along, which is the goal. In this episode, Adrian shares why he's so fanatical about being problem-focused rather than solution-focused and how he runs problem-centric brainstorms at Forward, where the goal is to beat up on other people's ideas in the name of getting to the best ideas. What he learned working with Sergey Brin and Eric Schmidt at Google, as well as the other advisors on the President's Council of Advisors on Science and Technology, why modern fitness wearables are broken, and why Adrian thinks we need to build tools to tell people what to do with that data, not just share the data with them. 💌 FREE NEWSLETTER https://www.outlieracademy.com/newsletter 🎙 LISTEN ON iTunes: https://podcasts.apple.com/us/podcast/outlier-academy/id1523851182 Spotify: https://open.spotify.com/show/58edVNgqaPNaCSGSxM6pef?si=88f37a5d20434775 Overcast: https://overcast.fm/itunes1523851182 ABOUT OUTLIER ACADEMY Learn timeless lessons on work and life from iconic founders, world-renown investors, and bestselling authors. Outlier Academy is the forever school for those chasing greatness. Past guests include Gokul Rajaram of DoorDash, Scott Belsky of Benchmark and Adobe, Joey Krug of Pantera Capital, Mark Sisson of Primal Kitchen, Luke Gromen of The Forest for the Trees, and Brian Scudamore of 1-800-GOT-JUNK. Website: https://www.outlieracademy.com Twitter: https://www.twitter.com/outlieracademy ABOUT DANIEL SCRIVNER Outlier Academy is hosted by Daniel Scrivner. Over the last 15 years, Daniel has led design teams at Square and Apple, turned around a $3M+ ARR SaaS business, and invested in more than 100 companies. He launched Outlier Academy in 2020 to learn from the world’s best founders, investors, authors, and peak performance experts. Website: https://www.danielscrivner.com Twitter: https://www.twitter.com/danielscrivner Learn more about your ad choices. Visit megaphone.fm/adchoices
6 minutes | Mar 1, 2023
Trailer – Adrian Aoun of Forward: My Favorite Books, Tools, Habits and More | 20 Minute Playbook
Listen to one of our favorite moments from tomorrow’s 20 Minute Playbook episode featuring Adrian Aoun of Forward. In it, Adrian shares his favorite books, tools, habits, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices
60 minutes | Feb 28, 2023
Forward: Bringing Healthcare as a Product to a Billion People | Adrian Aoun, CEO and Founder
In Episode #118, we explore healthcare as a product rather than a service. We’re joined by Adrian Aoun, Forward’s CEO and Founder, and we cover why healthcare should be a product, not a service, being problem-oriented as a founder, and why the health insurance industry is destined to fall.  “Solutions don't really matter. Problems matter.” – Adrian Aoun EPISODE GUIDE (LINKS, QUOTES, NOTES, AND BOOKS MENTIONED) https://www.danielscrivner.com/notes/forward-adrian-aoun   FULL TEXT TRANSCRIPT https://www.danielscrivner.com/notes/forward-adrian-aoun-transcript  CHAPTERS This episode is our definitive guide to healthcare as a product rather than a service. In it we cover: 00:00:00 – Introduction 00:02:37 – From Google to Forward 00:09:01 – Why founders should be problem-oriented 00:12:31 – Advising the President on the future of technology 00:17:22 – The root problem of the healthcare industry 00:25:24 – Why healthcare should be a product, not a service 00:30:01 – The imminent fall of health insurance 00:35:06 – Does the healthcare system really matter? 00:45:47 – Why medical specialties don’t make sense 00:55:02 – How Forward is a mission that happens to have a company attached to it ABOUT FORWARD Adrian Aoun is founder and CEO of Forward, which is building an insurance-free healthcare system focused on preventative healthcare from the ground up. Forward was founded in 2017 to invert the typical model of healthcare, which follows the service model where one patient sees a single doctor whenever they need care. Forward is building healthcare focused on health and preventative care that's 1) productized so you can use it anytime, anywhere, 2) scalable so it's affordable to everyone, and 3) always on with help available through the Forward app and a network of offices around the US. This might sound like, well, how healthcare should have been all along, which is the goal. This episode is a special one. In it we cover why Adrian is fanatical about being problem-focused rather than solution-focused, what he learned leading special projects for Sergey Brin at Google, and why Forward is focused on productizing healthcare to bring down the cost of treatments, make healthcare available 24/7, help customers manage all aspects of their health, and increase the pace of innovation and iteration. Adrian shares his perspective on what happens as the percentage of GDP dedicated to healthcare reaches 30% and even 40%, and he talks through how he uses extreme perspectives to pick apart complex issues and come to ground truths. 💌 FREE NEWSLETTER https://www.outlieracademy.com/newsletter 🎙 LISTEN ON iTunes: https://podcasts.apple.com/us/podcast/outlier-academy/id1523851182 Spotify: https://open.spotify.com/show/58edVNgqaPNaCSGSxM6pef?si=88f37a5d20434775 Overcast: https://overcast.fm/itunes1523851182 ABOUT OUTLIER ACADEMY Learn timeless lessons on work and life from iconic founders, world-renown investors, and bestselling authors. Outlier Academy is the forever school for those chasing greatness. Past guests include Gokul Rajaram of DoorDash, Scott Belsky of Benchmark and Adobe, Joey Krug of Pantera Capital, Mark Sisson of Primal Kitchen, Luke Gromen of The Forest for the Trees, and Brian Scudamore of 1-800-GOT-JUNK. Website: https://www.outlieracademy.com Twitter: https://www.twitter.com/outlieracademy ABOUT DANIEL SCRIVNER Outlier Academy is hosted by Daniel Scrivner. Over the last 15 years, Daniel has led design teams at Square and Apple, turned around a $3M+ ARR SaaS business, and invested in more than 100 companies. He launched Outlier Academy in 2020 to learn from the world’s best founders, investors, authors, and peak performance experts. Website: https://www.danielscrivner.com Twitter: https://www.twitter.com/danielscrivner Learn more about your ad choices. Visit megaphone.fm/adchoices
6 minutes | Feb 27, 2023
Trailer – Forward: Bringing Healthcare as a Product to a Billion People | Adrian Aoun, CEO and Founder
Listen to one of our favorite moments from tomorrow’s Spotlight episode featuring Forward with Adrian Aoun. Learn more about your ad choices. Visit megaphone.fm/adchoices
20 minutes | Feb 23, 2023
Robert Cantwell of Compound Kings: My Favorite Books, Tools, Habits and More | 20 Minute Playbook
In Episode #130, we deconstruct Robert Cantwell's peak performance playbook—from their favorite book to the tiny habit that's had the biggest impact on their life. Robert is the Portfolio Manager at Compound Kings. We cover longevity in investing, source documents, and learning from fintwit. “I wish someone told me that who you work with peer-wise is the number one driver of whether or not you enjoy working or not.” – Robert Cantwell EPISODE GUIDE (LINKS, QUOTES, NOTES, AND BOOKS MENTIONED) https://www.danielscrivner.com/notes/robert-cantwell-playbook  FULL TEXT TRANSCRIPT https://www.danielscrivner.com/notes/robert-cantwell-playbook-transcript  CHAPTERS In this episode, we deconstruct Robert Cantwell’s peak performance playbook—from his favorite book to the tiny habit that's had the biggest impact on his life. In it we cover: (00:00:00) – Introduction (00:02:13) – Longevity in investing (00:03:37) – Investment philosophy at Compound Kings (00:09:05 – Source documents can level up investment knowledge (00:11:23) – Consuming info vs. processing info (00:14:02) – Key tools and learnings from fintwit (00:16:30) – Who you spend your time with is paramount ABOUT ROBERT CANTWELL Robert Cantwell is Founder of Upholdings and Portfolio Manager of Compound Kings, which is an exchange traded fund focused on investing in compounders. I had Robert Cantwell on last year in episode 23, where he joined me shortly after launching Compound Kings in late 2020. Before founding Upholdings and launching Compound Kings, Robert had an incredible career, both as an operator and an investor. Robert started his career as an analyst at Elevation Partners, which was co-founded by U2's lead singer Bono. He then worked at the long short hedge fund Meru Capital before serving as Everlane CFO for five years. Robert founded Upholdings in 2019 and officially launched Compound Kings in late 2020. In this episode, we cover why Robert is obsessed with how we think, process information and make decisions. The single biggest lessons that Robert has taken away from launching and scaling Compound Kings over the last two years, how being a compounding focused investor is different than being solely growth or value focused, why he skips to the back of investment books and goes straight to the source material to form his own opinions about the contents of the book, the investing tools that he and his team use daily at Compound Kings to beat the S&P 500, and his three-step process for consuming thinking through and ultimately coming to conclusions about everything that he reads. 💌 FREE NEWSLETTER https://www.outlieracademy.com/newsletter 🎙 LISTEN ON iTunes: https://podcasts.apple.com/us/podcast/outlier-academy/id1523851182 Spotify: https://open.spotify.com/show/58edVNgqaPNaCSGSxM6pef?si=88f37a5d20434775 Overcast: https://overcast.fm/itunes1523851182 ABOUT OUTLIER ACADEMY Learn timeless lessons on work and life from iconic founders, world-renown investors, and bestselling authors. Outlier Academy is the forever school for those chasing greatness. Past guests include Gokul Rajaram of DoorDash, Scott Belsky of Benchmark and Adobe, Joey Krug of Pantera Capital, Mark Sisson of Primal Kitchen, Luke Gromen of The Forest for the Trees, and Brian Scudamore of 1-800-GOT-JUNK. Website: https://www.outlieracademy.com Twitter: https://www.twitter.com/outlieracademy ABOUT DANIEL SCRIVNER Outlier Academy is hosted by Daniel Scrivner. Over the last 15 years, Daniel has led design teams at Square and Apple, turned around a $3M+ ARR SaaS business, and invested in more than 100 companies. He launched Outlier Academy in 2020 to learn from the world’s best founders, investors, authors, and peak performance experts. Website: https://www.danielscrivner.com Twitter: https://www.twitter.com/danielscrivner Learn more about your ad choices. Visit megaphone.fm/adchoices
5 minutes | Feb 22, 2023
Trailer – Robert Cantwell of Compound Kings | 20 Minute Playbook
Listen to one of our favorite moments from tomorrow’s 20 Minute Playbook episode featuring Robert Cantwell. In it, Robert shares his favorite books, tools, habits, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices
80 minutes | Feb 21, 2023
Compound Kings: Lessons Learned as an Investor and Emerging Manager | Robert Cantwell, Portfolio Manager
In Episode #129, Robert Cantwell, Founder & Portfolio Manager of Compound Kings joins us as part of our Outlier Investors series. We discuss the biggest lessons that Robert has learned as an investor and portfolio manager, the top positions in the fund today, and the future of active management. “The investment management business actually looks a lot more like every other business, where there's products, there's marketing, and there's distribution, and you have to be outstanding at all three of those things in order to succeed in this business.” – Robert Cantwell  EPISODE GUIDE (LINKS, QUOTES, NOTES, AND BOOKS MENTIONED) https://www.danielscrivner.com/notes/compound-kings-robert-cantwell   FULL TEXT TRANSCRIPT https://www.danielscrivner.com/notes/compound-kings-robert-cantwell-transcript   CHAPTERS This episode is our definitive guide to building an ETF business. In it we cover: (00:02:23) – Introduction (00:04:53) – Defining a compounder (growth, profitability, high ROIC) (00:06:22) – Investing in challenging markets (00:14:26) – Robert’s thoughts on the rise of active management (00:17:28) – Why so much money is still in mutual funds (00:19:33) – Thematic ETFs and where they can go wrong (00:39:05) – Why investing in public markets is so challenging (00:46:09) – Top three positions in Compound Kings today: Meta, ServiceNow, and Adyen (01:05:35) – What it’s like to build an ETF business ABOUT COMPOUND KINGS Robert Cantwell is the Founder of Upholdings and Portfolio Manager of Compound Kings, which is an exchange-traded fund focused on investing in companies often called compounders. Compounders are typically profitable, growing, and generate very high returns on invest capital (ROIC). This is an incredible interview with a true pioneer in the actively managed ETF space. In it, we look back at the top three positions in Compound Kings when Robert and I sat down in early 2021, which feels like a world away, to review the performance of Alibaba, Meta, then Facebook and Berkshire Hathaway. Robert shares the three biggest learnings from the last 18 months including: why you always have to be learning new industries; why you should add a quant to your investment team; and why knowing the people running public companies matters a lot. Robert also walks through his team's thesis on the three largest positions in the fund today, which include Meta, ServiceNow and Adyen. This section of the interview is fantastic so skip ahead and don't miss it if you're short on time. And finally, Robert shares what it's like to build an ETF business scale assets under management and why running an investment business is very similar to an enterprise software business.  💌 FREE NEWSLETTER https://www.outlieracademy.com/newsletter 🎙 LISTEN ON iTunes: https://podcasts.apple.com/us/podcast/outlier-academy/id1523851182 Spotify: https://open.spotify.com/show/58edVNgqaPNaCSGSxM6pef?si=88f37a5d20434775 Overcast: https://overcast.fm/itunes1523851182 ABOUT OUTLIER ACADEMY Learn timeless lessons on work and life from iconic founders, world-renown investors, and bestselling authors. Outlier Academy is the forever school for those chasing greatness. Past guests include Gokul Rajaram of DoorDash, Scott Belsky of Benchmark and Adobe, Joey Krug of Pantera Capital, Mark Sisson of Primal Kitchen, Luke Gromen of The Forest for the Trees, and Brian Scudamore of 1-800-GOT-JUNK. Website: https://www.outlieracademy.com Twitter: https://www.twitter.com/outlieracademy ABOUT DANIEL SCRIVNER Outlier Academy is hosted by Daniel Scrivner. Over the last 15 years, Daniel has led design teams at Square and Apple, turned around a $3M+ ARR SaaS business, and invested in more than 100 companies. He launched Outlier Academy in 2020 to learn from the world’s best founders, investors, authors, and peak performance experts. Website: https://www.danielscrivner.com Twitter: https://www.twitter.com/danielscrivner Learn more about your ad choices. Visit megaphone.fm/adchoices
5 minutes | Feb 20, 2023
Trailer – Compound Kings: Lessons Learned as an Investor and Emerging Manager | Robert Cantwell, Portfolio Manager
Listen to one of our favorite moments from tomorrow’s Spotlight episode featuring Compound Kings with Robert Cantwell. Learn more about your ad choices. Visit megaphone.fm/adchoices
47 minutes | Feb 16, 2023
Emi Gal of Ezra: My Favorite Books, Tools, Habits and More | 20 Minute Playbook
Emi Gal shares the lessons he’s learned building Ezra, why he tracks 150 different biomarkers, what he’s learned doing a Yearly Challenge for the last 14 years, and why he’s focused on achieving peak health by 40, and more. As well as the origin story behind his extreme discipline and his advice for others that want to become more disciplined. “To make progress in anything, but especially your health, you just need to nudge behavior a little bit every day. I find that tracking 150 different biomarkers does that quite well for me.” — Emi Gal EPISODE GUIDE (LINKS, QUOTES, NOTES, AND BOOKS MENTIONED) https://www.danielscrivner.com/notes/emi-gal-ezra-20-minute-playbook   FULL TEXT TRANSCRIPT https://www.danielscrivner.com/notes/emi-gal-ezra-20-minute-playbook-transcript    CHAPTERS (00:00:00) - Introduction (00:01:27) - Why and How Emi Gal Tracks 150 Different Biomarkers (00:05:50) - How Emi Gal is Reaching Peak Health by The Age of 40 (00:08:54) - The Relationship Between Bone Density and Exercise (00:10:27) - Why Emi Gal Has Done a Yearly Challenge Every Year Since 2008 (00:18:16) - Lessons Learned Studying and Becoming Antifragile (00:22:23) - Lessons Learned from Studying with a World Memory Champion (00:26:56) - Lessons Learned from Interviewing Elderly Americans (00:31:31) - Why People Would Be Surprised at Emi Gal’s Discipline (00:34:06) - How to Become More Disciplined (00:39:05) - Emi Gal’s Favorite Books: Antifragile and The Patient Will See You Now (00:42:57) - Emi’s Advice for His Younger Self: Embrace Optionality Early On ABOUT THE GUEST Emi Gal started his first company, Brainient, when he was just 19. He spent 10 years building Brainient into one of the leading ad-tech companies in Europe before it was acquired by Teads—one of the largest advertising platforms in Europe, with 1.8-billion impressions per month. After working with Hospices for Hope, a non-profit in Romania that builds and operates hospices for terminally ill cancer patients, Emi realized that one of the biggest problems with cancer is the lack of a fast, accurate, affordable way to screen for cancer everywhere in the body. He founded Ezra in 2018 to solve this problem using Magnetic Resonance Imaging (MRI) and Artificial Intelligence. To date, he’s reduced the cost of getting a full-body cancer screening by 80% and reduced the time required to get screened by 66%. 💌 FREE NEWSLETTER https://www.outlieracademy.com/newsletter 🎙 LISTEN ON iTunes: https://podcasts.apple.com/us/podcast/outlier-academy/id1523851182 Spotify: https://open.spotify.com/show/58edVNgqaPNaCSGSxM6pef?si=88f37a5d20434775 Overcast: https://overcast.fm/itunes1523851182 ABOUT OUTLIER ACADEMY Learn timeless lessons on work and life from iconic founders, world-renown investors, and bestselling authors. Outlier Academy is the forever school for those chasing greatness. Past guests include Gokul Rajaram of DoorDash, Scott Belsky of Benchmark and Adobe, Joey Krug of Pantera Capital, Mark Sisson of Primal Kitchen, Luke Gromen of The Forest for the Trees, and Brian Scudamore of 1-800-GOT-JUNK. Website: https://www.outlieracademy.com Twitter: https://www.twitter.com/outlieracademy ABOUT DANIEL SCRIVNER Outlier Academy is hosted by Daniel Scrivner. Over the last 15 years, Daniel has led design teams at Square and Apple, turned around a $3M+ ARR SaaS business, and invested in more than 100 companies. He launched Outlier Academy in 2020 to learn from the world’s best founders, investors, authors, and peak performance experts. Website: https://www.danielscrivner.com Twitter: https://www.twitter.com/danielscrivner Learn more about your ad choices. Visit megaphone.fm/adchoices
6 minutes | Feb 15, 2023
Trailer – Emi Gal, Founder & CEO of Ezra | Tracking 150 Biomarkers, Annual Challenges, Peak Health by 40, Becoming More Disciplined, and More
Listen as we decode how Emi Gal tracks more than 150 different biomarkers, what he’s learned doing an Annual Challenge for the last 14 years, why he’s focused on achieving peak health by 40, how to become more disciplined, and more. Emi Gal is the Founder & CEO of Ezra, which is bringing fast and affordable cancer screening to everyone. Learn more about your ad choices. Visit megaphone.fm/adchoices
60 minutes | Feb 14, 2023
Ezra: Bringing Fast and Affordable Early Cancer Detection to Everyone | Emi Gal, Founder & CEO
Learn how Ezra has brought down the cost of early cancer detection by 80% and the time required to get screened by 66%—all by harnessing the power of AI and Machine Learning to make MRIs an order of magnitude more efficient. As well as how they’ve built an asset light business in healthcare and what it takes to be a software-centric business within a heavily regulated industry. “I realized that the main reason why people die of cancer is because they found it too late. And the main reason we still find cancer late for people is because there’s no easy way to screen for cancer in the body that’s fast, accurate, and affordable. And so, I decided to focus on that problem.” — Emi Gal EPISODE GUIDE (LINKS, QUOTES, NOTES, AND BOOKS MENTIONED) https://www.danielscrivner.com/notes/ezra-fast-affordable-cancer-screening-outlier-founders  FULL TEXT TRANSCRIPT https://www.danielscrivner.com/notes/ezra-fast-affordable-cancer-screening-outlier-founders-transcript/  CHAPTERS (00:00:00) - Introduction (00:01:21) - Origin Story of Ezra (00:03:22) - How Ezra Tried 12 Different Ideas Around Cancer Screening (00:08:22) - Screening for Cancer with Ezra vs Best Practices Today (00:11:01) - MRI 101: A Simple Explanation of Magnetic Resonance Imaging (00:14:45) - The Dawn of Proactive Healthcare and The Patient Will See You Now (00:19:58) - The Hippocratic Oath, Doing No Harm, and Early Screening (00:25:09) - How Often Should We All Be Screening for Cancer? (00:28:54) - What It’s Like to Get an MRI Scan (00:33:41) - Ezra’s Approach to AI and FDA Approval of AI Updates (00:41:06) - Breaking Down Ezra’s Asset Light Business Model (00:46:02) - Why the Future of Healthcare is Proactive and Holistic (00:50:36) - The Highs and Lows of Building Ezra (00:54:05) - Lessons Learned Building a Mission Centric Company ABOUT EZRA Ezra was founded in 2018 to build the world’s first fast, accurate, and affordable way to screen for cancer everywhere in the body. To do this, they’ve harnessed the power of Magnetic Resonance Imaging, often called an MRI, and dramatically improved the efficiency of imaging and analyses using Artificial Intelligence and Machine Learning. To date, they’ve decreased the cost of getting a full body MRI scan by 80% and the time required to get scanned by 66%. Every year, more than 20,000,000 Americans are diagnosed with cancer. Without a fast, accurate, and affordable way to proactively screen the entire body for cancer, many of these diagnoses come too late. For some types of cancer, including colon cancer, once it reaches Stage 4 your chances of survival are just 4%. Ezra’s goal is to bring down the cost and time required to get screened for cancer by an order of magnitude—reducing both by 90%+. Ezra is an incredible example of using AI and ML to dramatically improve the effectiveness of an existing technology in order to bring down costs within a critical segment of healthcare. You can save $150 off an Ezra screening by using promo code Outlier150 when checking out on Ezra.com. 💌 FREE NEWSLETTER https://www.outlieracademy.com/newsletter 🎙 LISTEN ON iTunes: https://podcasts.apple.com/us/podcast/outlier-academy/id1523851182 Spotify: https://open.spotify.com/show/58edVNgqaPNaCSGSxM6pef?si=88f37a5d20434775 Overcast: https://overcast.fm/itunes1523851182 ABOUT OUTLIER ACADEMY Learn timeless lessons on work and life from iconic founders, world-renown investors, and bestselling authors. Outlier Academy is the forever school for those chasing greatness. Past guests include Gokul Rajaram of DoorDash, Scott Belsky of Benchmark and Adobe, Joey Krug of Pantera Capital, Mark Sisson of Primal Kitchen, Luke Gromen of The Forest for the Trees, and Brian Scudamore of 1-800-GOT-JUNK. Website: https://www.outlieracademy.com Twitter: https://www.twitter.com/outlieracademy Learn more about your ad choices. Visit megaphone.fm/adchoices
6 minutes | Feb 13, 2023
Trailer – Ezra: Bringing Fast and Affordable Early Cancer Detection to Everyone
Listen to one of our favorite moments from tomorrow’s Spotlight episode featuring Ezra with Emi Gal. Learn how Ezra has brought down the cost of early cancer detection by 80% and the time required to get screened by 66%—all by harnessing the power of AI and Machine Learning. Learn more about your ad choices. Visit megaphone.fm/adchoices
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