Investing in the Industrial Economy
Eric Mandelblatt is the founder and CIO of Soroban Capital, a $10 billion investment firm. He discusses why energy and materials represent such a small share of the market today, how the global push towards decarbonization could have massive impacts on the industrial economy moving forward, and how he evaluates this dynamic opportunity set. Please enjoy this deep-dive discussion with Eric Mandelblatt.
Author: Invest Like the Best with Patrick O’Shaughnessy Listen: 1 hr 18 min
Multicoin Capital: The Outsiders
Multicoin Capital may be the best-performing venture fund of all time. Firms like Union Square Ventures and Lowercase Capital are legendary for funds with 14x and 76x returns, respectively. Multicoin’s first-ever venture vehicle appears to have them beat. The crypto investor has won big by making highly concentrated, non-consensus bets on Solana, Helium, The Graph, and others.
Author: Mario Gabriele, The Generalist Read: 15 min
First Images From James Webb Exceed All Expectations
Sunday Bonus: Are Advertisers Going to Infiltrate Our Dreams?
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