Investing in the Industrial Economy

Interview with Peter Chernin

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.

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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.

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Author: Mario Gabriele, The Generalist    Read: 15 min

First Images From James Webb Exceed All Expectations

The Future of Solo Capitalists

The James Webb telescope has sent back its first focused images, and they have exceeded all hopes and expectations.

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Author: ‘Cosmos’ and ‘The Science of Everything’ Magazine Read: 13 min.


Sunday Bonus: Are Advertisers Going to Infiltrate Our Dreams?

Major brands like Coors, Microsoft, and Burger King want in on our dreams — and researchers are concerned about it. Read Here

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