I’ve been reflecting on opportunity and timing. I want to share my thoughts in case they are helpful to even a small degree.

The essential question of strategy is “what should we do?” Uncertain times fraught with danger (perceived or real) are good times to revisit our most basic assumptions and explore our personal strategies. To that end, I want to do three things: (1) talk about the cyclical, dynamic nature of opportunity, (2) suggest a good framework for strategic analysis, and (3) make some observations about times similar to the present.

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Dylan Lipari toured the nation as his band's drummer from age 13 to 23. His band ended things on a high note: opening for Bon Jovi at MetLife Stadium. Dylan transitioned into a successful career in corporate retail before joining his brother at the Superare Fight Shop, helping lead the expansion from Long Island to Manhattan and (most recently) LA.

Dylan is a master salesman. You can't help but like the guy--he can connect with anyone. His story highlights the tenacity, hustle, and optimism required to be successful in any pursuit. And his story is incredible.

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This episode explores the difference between step-wise and incremental progress. We’ll discuss thoughts from startups, venture capital, established tech companies, politics, combat, grappling, investing, marketing, and the movie Zoolander.

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Today we’re going to talk about what Charlie Munger calls “slogs.” To illustrate this concept, this episode is going to feature: Paul Graham (of Y Combinator), Mike Posner (a prolific singer, songwriter, rapper, poet, and record producer who received a Grammy nomination for song of the year), Gary Gulman (a stand-up comedian), Charlie Munger (a legendary investor), the Green Berets, and the New England Patriots. And as a bonus, we’ll explore how Marcelo Garcia provides an example of when to break the principle—and why.

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Calvin successfully exited two businesses without raising dilutive equity funding before turning 28. While building them, he and his co-founders lived in China, South Africa, Mexico, and Chile for fun and geo-arbitrage. Calvin also tells an UNBELIEVABLE story about how he and his team ended up in jail in Beijing.

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Calvin successfully exited two businesses without raising dilutive equity funding before turning 28. While building them, he and his co-founders lived in China, South Africa, Mexico, and Chile for fun and geo-arbitrage. Calvin also tells an UNBELIEVABLE story about how he and his team ended up in jail in Beijing.

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Calvin successfully exited two businesses without raising dilutive equity funding before turning 28. While building them, he and his co-founders lived in China, South Africa, Mexico, and Chile for fun and geo-arbitrage. Calvin also tells an UNBELIEVABLE story about how he and his team ended up in jail in Beijing.

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Walmart’s founder and a one-legged NCAA wrestling champion used the same strategy to dominate their competition: local advantages. Sam Walton founded Walmart and grew it from its humble roots as a discount retailer into the global behemoth it is today. Anthony Robles, born with one leg, developed a strategy that culminated in an undefeated senior season, capturing his dream of an NCAA title.

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Today Colin Keeley joins us to talk about venture capital, continued education, networking, and how to optimize learning.

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“If you wait until you’re not busy to do these things, you’ll never start.”

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Investing lessons from The Most Important Thing by Howard Marks

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Broadly applicable lessons from The Most Important Thing by Howard Marks

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Healing is not linear.

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