E379: Why Great Investment Firms Eventually Stop Performing
Episode Date: May 29, 2026What if the biggest problem in asset management today isn’t investment performance—but misalignment between managers and the investors they serve? In...
The 10X Capital Podcast is a podcast that interviews the world's leading institutional investors. Previous guests include The Ford Foundation, Northwestern University Endowment, CalPERS, Stepstone, and other top limited partners.
352 episodes transcribedWhat if the biggest problem in asset management today isn’t investment performance—but misalignment between managers and the investors they serve? In...
What if the biggest opportunity in private equity today isn’t buying companies—but buying liquidity from investors who are forced to sell great assets...
What if the biggest venture returns are already gone by the time a category has a name? In this episode, I sit down with Niko Bonatsos, Founder and M...
What if the biggest opportunity in venture today isn’t funding new companies—but solving the liquidity crisis created by companies staying private for...
What if the biggest source of alpha for taxable investors isn’t stock picking—but minimizing friction inside the portfolio itself? In this episode, I...
What if the key to outperforming isn’t taking more risk—but building a portfolio strong enough to survive volatility without breaking? In this episod...
What if the best investment opportunities are the ones most investors avoid because they’re too hard, too small, or too inefficient to pursue? In thi...
What if the best venture investments come from ignoring consensus and trusting your own taste before the market catches up? In this episode, I sit do...
What if the biggest winners in AI won’t come from having the best model—but from building the strongest feedback loops around users? In this episode,...
What if the biggest source of alpha today isn’t stock picking—but structuring portfolios more intelligently after taxes? In this episode, I sit down...
What if the best opportunities in venture today aren’t in new deals—but in existing companies right before an inflection point? In this episode, I si...
What if the biggest edge in private equity isn’t finding better deals—but going where others won’t? In this episode, I sit down with Oscar Fahlgren,...
What if the highest-return investments are the ones that reshape the future—not just the ones that fit today’s market? In this episode, I sit down wi...
What if the best investments aren’t the riskiest—but the ones everyone else can’t own? In this episode, I sit down with Keri Findley, Founder and CEO...
What if the biggest mistake in venture investing isn’t picking the wrong fund—but misunderstanding incentives and behavior? In this episode, I sit do...
What if venture capital isn’t an asset class—but an access game where only a few managers matter? In this episode, I sit down with Nolan Bean, CIO at...
What if the real edge in venture capital isn’t picking companies—but helping them survive long enough to matter? In this episode, I sit down with Nig...
What if the biggest opportunity in AI isn’t intelligence—but the missing data layer for the physical world? In this episode, I sit down with Daniel J...
What if venture capital isn’t really an asset class—but a game where only a handful of managers actually matter? In this episode, I sit down with Ian...
What if the biggest breakthroughs in biotech don’t come from more capital—but from building better systems for innovation? In this episode, I sit dow...