Ice Level has ended, but the Andrew Berkshire Podcast is just beginning. Join me for exclusive interviews about hockey, and a variety of other topics.
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Andrew Berkshire Podcasts
Master the best of what other people have already figured out. Each week, I learn from the best so you can apply their insights to your life. No fluff, no filler, just timeless conversations that make you smarter. Including guests like Naval Ravikant, Dr Andrew Huberman, Tobi Lutke, Patrick Collison, Bill Belichick, Bruce Flatt, Daniel Kahneman, Codie Sanchez, Ryan Holiday, Esther Perel, and more. Our Outliers series features: Anna Wintour, James Dyson, Estee Lauder, Henry Singleton, and mor ...
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🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/special/focused 📚 Explore our backlog: Click here: https://focusedcompounding.com/blog/ 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompound ✉️ Email: [email protected] Important: Read our Disclaimer: https://focusedcompounding.com/disclaimer/
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For fans of the Washington Capitals.
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The Athletic's Ian Tulloch breaks down the finer points of hockey, using both the eye test and analytics to explain what's happening on the ice and why.
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Deeply researched long form conversations with the most interesting people in the world.
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Ed Stack: Lessons from Dick’s Sporting Goods [Outliers]
1:20:14
1:20:14
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1:20:14Ed Stack built Dick’s Sporting Goods from a struggling family store into an empire of more than 800 stores and billions in sales. Along the way he nearly lost everything. Multiple times. This episode is the story of what he did, how he did it, and the lessons you can learn. ----- Chapters: (00:00) Introduction (02:48) Part 1: A Cookie Jar and a Cag…
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1
Lulu Cheng Meservey: How To Build A Cult
1:49:21
1:49:21
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1:49:21Lulu Cheng Meservey is one of the sharpest minds in communications and strategy. She has helped some of the best leaders through their hardest moments.We talk about why trust and conviction are contagious, how to win attention in a noisy world, and how to handle attacks without losing ground.-----About Lulu:Having been CCO and EVP of Corporate Affa…
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1
Fred Smith: The Story of FedEx [Outliers]
52:10
52:10
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52:10Fred Smith founded FedEx on an idea everyone told him would fail and built it into an $88 billion empire that changed how the world moves. In this episode, we dive into how he built FedEx and the lessons he learned along the way. This story proves that impossible is just another word for opportunity. ----- Timestamps: (00:00) Introduction (03:36) P…
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Ep 472. Moats in Commodities: Why Some Price Takers Win Big
1:01:40
1:01:40
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1:01:40🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…
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1
Benedict Evans: The Patterns Everyone Else Misses
1:13:24
1:13:24
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1:13:24Benedict Evans has been calling tech shifts for decades. Now he says forget the hype: AI isn't the new electricity. It's the biggest change since the iPhone, and that's plenty big enough. We talk about why everyone gets platform shifts wrong, where Google's actually vulnerable, and what real people do with AI when nobody's watching. Evans sees patt…
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Ep 471. Howard Marks’ Memo: The Calculus of Value
43:31
43:31
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43:31https://www.oaktreecapital.com/insights/memo/the-calculus-of-value 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visi…
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1
Small Town Billionaire: How John Bragg Built 3 Empires [Outliers]
1:08:00
1:08:00
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1:08:00One man controls half the world's wild blueberries, built North America's largest private telecom, and did it all without ever leaving his hometown of 1,100 people. In this episode, we decode the counterintuitive playbook of patient capital, rural advantage, and why Bragg's refusal to sell a single share made him unstoppable. My interview with John…
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Ep 470. 13-F Season: Berkshire, Fundsmith, and Superinvestor Moves
1:02:27
1:02:27
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1:02:27🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…
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1
The Science of Lasting Love with Dr. Sue Johnson
2:10:25
2:10:25
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2:10:25This conversation will change how you handle your relationship starting tonight. The late Dr. Sue Johnson basically gave me a cheat code for relationships that not only last but amplify. She breaks down the real signals to look for in a partner. Why people actually cheat (not what you think) and how to spot it coming a mile away. Plus she offers a …
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Ep 469. Investor Q&A: From Low-Beta Growth Stocks to AI’s Disruption of Investing
1:34:33
1:34:33
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1:34:33🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…
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1
Sol Price: The Retail Legend Who Taught Bezos & Walmart Their Secret Playbook [Outliers]
58:17
58:17
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58:17The most influential retailer you’ve never heard of. How Sol Price invented the warehouse club and a philosophy that still runs Costco and Amazon. Have you ever wondered why you can still buy a hot dog and soda for $1.50 today at Costco? We can thank Sol Price for that. To him, keeping promises to customers mattered more than profit margins. Sam Wa…
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Ep 468. Regulated to Unleashed: Finding Inflections in Deregulation
1:14:57
1:14:57
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1:14:57🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…
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1
Ryan Petersen: How to Build a Global Logistics Engine
1:40:59
1:40:59
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1:40:59Build the system behind the system. Flexport founder Ryan Petersen shows how to turn messy, multi‑party operations into a simple, scalable system that compounds growth without sacrificing trust. He explains: The iPhone clue: using public shipping data to predict launches—and create pull from zero Retention is destiny: the equilibrium math that caps…
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Ep 467. Gross Margin & Gross Profit Per Share as Predictors of Stock Price Performance
1:10:40
1:10:40
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1:10:40🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…
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1
Katharine Graham: The Woman Who Took Down a President [Outliers]
57:36
57:36
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57:36When Katharine Graham took over the Washington Post in 1963, she was a shy socialite who'd never run anything. By retirement, she'd taken down a president, ended the most violent strike in a generation, and built one of the best-performing companies in American history. Graham had no training, no experience, not even confidence. Just a newspaper bl…
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Ep 466. All-Time Highs, Passive Distortions, and Thoughts on BRK Post-Buffett
1:00:42
1:00:42
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1:00:42🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…
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1
Daniel Kahneman: Algorithms Make Better Decisions Than You
1:12:52
1:12:52
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1:12:52Daniel Kahneman won the Nobel Prize for proving we're not as rational as we think. In this timeless conversation we discuss how to think clearly in a world full of noise, the invisible forces that cloud our judgement, and why more information doesn't equal better thinking. Kahneman also reveals the mental model he discovered at 22 that still guides…
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1
Les Schwab: Why Real Ownership Outperforms Experience, Capital, and Credentials [Outliers]
58:42
58:42
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58:42They weren’t employees. They were partners. Les Schwab didn’t build a company. He built a culture. This episode reveals how one small-town tire dealer scaled to $3 billion by turning customers into evangelists and employees into owners. Somewhere between changing his first flat tire and opening his 410th Les Schwab Tire Center, Les discovered somet…
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1
Harley Finkelstein: You Must Requalify for Your Role, Every Year
1:47:56
1:47:56
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1:47:56Shopify’s Harley Finkelstein reveals the one standard that actually scales your career and your family. Harley shares why stepping down as COO was his hardest choice, the family motto that guides his daughters, and what makes someone good at storytelling. They discuss AI's real advantage, the calendar system that keeps him accountable, and how he m…
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Jimmy Pattison: Building a $16B Empire Without Connections, Capital, or Credentials [Outliers]
1:11:12
1:11:12
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1:11:12Jimmy Pattison still runs his $16 billion empire personally at 96 years old. He’s built The Pattison Group over the last 63 years without outside capital or a college degree. He owns 100% of car dealerships, grocery stores, billboards, radio stations and even Ripley’s Believe It or Not—with a philosophy of: "No partners, no shareholders, no relativ…
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1
Indra Nooyi: Lessons from the Top of PepsiCo—and the Cost of Getting There
1:34:38
1:34:38
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1:34:38On her first day as CEO of PepsiCo, Indra Nooyi fired her general counsel. Then rehired him before dinner. It wasn’t a stunt. It was a signal. She ran a $200 billion empire the same way she ran her life: with surgical precision, uncompromising standards, and an allergy to corporate theater. But here's what separates this conversation from every oth…
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The job was editor-in-chief. The goal was to become the platform. And she did. Once she made it to the top, she didn’t just edit Vogue. She reinvented the power structures beneath it. This episode unpacks how a British girl who couldn’t type built the most bulletproof career in media, survived five decades of disruption, and made herself indispensa…
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1
Netflix Founder Reed Hastings on Scaling High-Trust Culture & Bold Judgment
1:10:25
1:10:25
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1:10:25How do you build a high-performance culture without turning your company into the Hunger Games? Reed Hastings, co-founder and former CEO of Netflix, shares lessons from a career spent rewriting the rules—from severance as a management tool to “big-hearted champions who pick up the trash.” In this episode, he reveals how Netflix scaled trust, made b…
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1
Harvey Firestone: Men and Rubber [Outliers]
1:22:47
1:22:47
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1:22:47Harvey Firestone built one of America’s great industrial empires from scratch, transforming from a farm boy to Henry Ford’s key partner. This episode reveals timeless principles about building businesses through booms, busts, and technological disruptions. This episode is based on the biography Men and Rubber: The Story of Business. Check out The F…
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1
Bill Belichick: 8x Super Bowl Champion on Winning, Leadership, and Discipline
1:13:23
1:13:23
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1:13:23Eight Super Bowl rings. Six with the Patriots. And a mindset that goes far deeper than football. In this rare, wide-ranging conversation, Bill Belichick breaks down the invisible factors behind sustained excellence: discipline, preparation, and the mental edge that separates contenders from champions. He shares the surprising reason he kept Tom Bra…
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1
Xavier Helgesen: Building a Modern Berkshire Hathaway and Lessons from Social Impact Entrepreneurship
1:10:32
1:10:32
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1:10:32Today’s guest is Xavier Helgesen, a brilliant entrepreneur, investor, and co-founder of Enduring Ventures, a modern-day Berkshire Hathaway acquiring overlooked, cash-flowing businesses with the goal of holding them forever. Recorded during Enduring Ventures' annual shareholder gathering, Ted and Xavier discuss the philosophy and mechanics of perman…
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1
Andy Grove: Only The Paranoid Survive [Outliers]
1:21:18
1:21:18
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1:21:18Most people protect their identity. Andy Grove would rewrite his, again and again. He started as a refugee, became a chemist, turned himself into an engineer, then a manager, and finally the CEO who built Intel into a global powerhouse. He didn’t cling to credentials or titles. When a challenge came up, he didn’t delegate, he learned. This episode …
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1
Elad Gil: How to Spot a Billion-Dollar Startup Before the Rest of the World
1:36:34
1:36:34
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1:36:34What if the world’s most connected tech investor handed you his mental playbook? Elad Gil, an investor behind Airbnb, Stripe, Coinbase and Anduril, flips conventional wisdom on its head and prioritizes market opportunities over founders. Elad decodes why innovation has clustered geographically throughout history, from Renaissance Florence to Silico…
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1
Rose Blumkin: Women of Berkshire Hathaway [Outliers]
43:58
43:58
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43:58Rose Blumkin didn’t just build a business. She revolutionized retail. After fleeing Russia with $66 in her purse, she opened a basement furniture store in Omaha at 43 years old—with no English, no education, and no connections. Her formula? Sell cheap, tell the truth, don't cheat the customer. Nebraska Furniture Mart would survive depressions, fire…
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