Shows / Coburn Ventures Podcast
Episodes
- Coburn Ventures Podcast
#284: Clean Time-- The Real Story
We bring up the value of “Clean time” in nearly every conversation right now, but it's been a while since we've given it a little more space. I wanted to ask…
- Coburn Ventures Podcast
#283: Active Management in 2026: 3 Meteors Strike Earth
As we round toward the end of the year, we introduce a State of the Industry of sorts-- highlighting key elemental changes, the strongest potential responses…
- Coburn Ventures Podcast
#282: AI Integrated Investment Process - The Revolutionized Analyst
Today we sit down with a true "analysts' analyst", our friend Gareth, to learn more about how he has built his AI integrated process. He wrote us, "The…
- Coburn Ventures Podcast
#281: New Market Structures: Volatility? Fantastic!
Volatility can be a disruptive force in many ways, from affecting our time horizons to our day-to-day systems and behaviors. Today we want to look at some of…
- Coburn Ventures Podcast
#280: Core #1 – AI Integrated Investment Process
What happens when AI meets investment process? If we define the investment process as getting in a position of discernment, taking in uncommon inputs and the…
- Coburn Ventures Podcast
#279: AI-Integrated Investment Process: Analysis-Research Ratio Flip
What are some of the primary characteristics of an AI integrated Investment process? Today we highlight three, but if you’re going to remember one thing from…
- Coburn Ventures Podcast
#278: Data's Four Stages -- Exploiting Inefficiencies
This week a conversation started with a familiar worry: if everyone can drop the same data into AI and get the same answers, won't the market just level out?…
- Coburn Ventures Podcast
#277: New Market Structure: Communication Solutions
The line of reasoning that may have attracted clients to money managers 10-20 years ago or more may be changing and causing tension as we work to adjust to new…
- Coburn Ventures Podcast
#276: AI -- Best Practices?
When you hear the phrase best practices, are you excited for whatever explanation comes after it? It's a phrase that's representative of wanting to succeed and…
- Coburn Ventures Podcast
#275: Uncommon - The "Uncomfort" of Uncommon
Today we continue our conversation on uncommon insight, this time asking why it's so hard to actually get there, even when we can agree it's the goal. We talk…
- Coburn Ventures Podcast
#274: AI Module: Rock Bands
When you say "Now we are all going to implement AI into our investment process", does the energy in the room go UP? I'd guess probably not. Today we introduce…
- Coburn Ventures Podcast
#273: AI Module: Type III Error
Today's AI module has at least two really important elements that I hope you will take away with you . The first is that this is a module that works from a…
- Coburn Ventures Podcast
#272: Framework Failures with Jorgen van der Sloot -- When the Map Does Not Fit the Territory
Today we’re continuing our work on encountering and moving through framework failures. Our instinct as investors can be to think harder, talk more, come up…
- Coburn Ventures Podcast
#271: Elise Jones #2: Framework Failure Response
What if the key to navigating massive change and framework failure isn't about pushing harder, but about slowing down and getting into the space between? As we…
- Coburn Ventures Podcast
#270: AI Module: 12 Lens Expert Expert Network
Sometimes I see that AI is being used to somehow get better at processing all the noise, and that’s definitely one interesting way to use it. But what if we…
- Coburn Ventures Podcast
#269: Will Insight Be Commoditized? No.
A big topic in the news today is whether or not, or maybe by how much, investors' insight generation will be commoditized by AI. If we’re going to create a…
- Coburn Ventures Podcast
#268: AI Waypoint: AI Induced Framework Failure
What happens when the frameworks and mental models we rely on stop working, and in some cases, we don't even notice? Today we dig into framework failure: why…
- Coburn Ventures Podcast
#267: New Market Structure – Price Discovery
In episode #263 we discussed a new market structure. One idea from our friend Boris continued to come up: “What if the language of active management is spoken…
- Coburn Ventures Podcast
#266: Framework Failures - Sundance Prep Edition
Something really interesting happened this week -- a conversation with a brilliant friend in Paris sent us into an exploration of two ridiculously useful…
- Coburn Ventures Podcast
#265: AI Waypoint: Bob Gower -- Adoption Danger
Many of us have been investors for decades, witnessing tech adoption across the enterprise in computing, networking, mobile, internet and now AI. Today with…
- Coburn Ventures Podcast
#264: AI Module: Five Blind Spots Please
Today is a rather quick highlight: our goal is to share an AI fix we’ve been finding really helpful and flexible: asking for five blind spots, sometimes over…
- Coburn Ventures Podcast
#263: A New Market Structure -- Unlocking Questions from Lan and Boris
If you’ve been listening to this podcast and reading our work, you know that we have been advocating for some awareness and action regarding a change in the…
- Coburn Ventures Podcast
#262: Facilitation - 10 Practical Ideas
You want better meetings and energy on your team, but becoming a facilitator was probably not on your to do list when you became an investor or executive…
- Coburn Ventures Podcast
#261: Meetings -- 10 Practical Changes
What is one of the most important “technologies” investors have at their disposal? Meetings. Today we are offering 10 practical ways to adjust and enhance what…
- Coburn Ventures Podcast
#260 Saying No Part #2 - Irwin Kula
A few weeks ago, in episode #254, we had a conversation about flipping the idea of needing to get better and Saying No on its head: instead of the cliche…
- Coburn Ventures Podcast
#259: AI Waypoint: Mike Lee - Multiple AIs
What I am loving about AI coming on as a new widespread technology is how we are adopting it: it's so uniquely human - we are diving in, learning so quickly…
- Coburn Ventures Podcast
#258: AI Workshop, Part 2 - Three Modules
Last week we laid the foundation for AI workshops by offering our design principles. Today, we get into the meat of the matter, with three modules designed to…
- Coburn Ventures Podcast
#257: AI Workshop, Part 1 - Design Principles
Many of you have asked us in one way or another about how we and how investors are using AI. Today we take you through the design principles of our current…
- Coburn Ventures Podcast
#256: Uncommon, with Jeff Cardon
In recent podcasts and writings, we’ve been exploring how investors can better determine whether they are truly developing uncommon insights. Today we are…
- Coburn Ventures Podcast
#255: Hiring Great Investors
Our people, our teams, our talent... they are integral to our ability to generate sustained uncommon results for clients. But, were you ever deeply trained on…
- Coburn Ventures Podcast
#254: Saying No Part #1
Today our conversation starts with a really simple refrain that goes around in high functioning circles: “I just need to learn to say no”. Pip breaks apart the…
- Coburn Ventures Podcast
#253: Uncommon - How to Know if What We're Doing is "Uncommon"
Today, we're discussing uncommon understanding: we know we need to systematically generate uncommon insight, but how do we know if we're actually achieving it?…
- Coburn Ventures Podcast
#252: Clean Time Crisis
Welcome to the New Year! There’s celebration, renewal, and…. perhaps a bit of tension in the air! As we were taught by our friend Irwin Kula, “Where there is…
- Coburn Ventures Podcast
#251: AI Waypoint - Writing Partner
If you’re using AI or considering using AI as a thinking or writing partner, come with us today as Pip walks through how he’s been modulating his work to…
- Coburn Ventures Podcast
#250: Failure Rates & Mistakes in the Investment Industry Part 2 of 2: Moving Toward Alignment
This is our second conversation about failure rates and mistakes. Last week, we distinguished between the two, and how important that is in our industry in…
- Coburn Ventures Podcast
#249: Failure Rates Vs. Mistakes
We’re discussing how to more surgically understand your mistakes and your successes, but to do that, we want to first understand a crucial element that gets in…
- Coburn Ventures Podcast
#248: Thesis Statements -- Our #1 Tool
The thesis statement is our #1 tool: it's the key representation of uncommon, uncorrelated investable insights that only your specific firm with your specific…
- Coburn Ventures Podcast
#247: Uncommon -- Benjamin Graham & AI
As investors, part of our job is to “hazily see the future” as best we can, and because of this, I often find investors to be a group that is very open to…
- Coburn Ventures Podcast
#246: Matt Wallaert #3: Psychological Safety
Our goal for today’s conversation with organizational psychologist Matt Wallaert is to learn from him by getting straight to the point on what psychological…
- Coburn Ventures Podcast
#245: Dr. Morris Pickens: "Comparison"
Comparison is rather natural, but rarely productive. Instead of falling into common pitfalls, what's the way out? We have Dr. Morris Pickens here with us…
- Coburn Ventures Podcast
#244: Uncommon – AI for Unlocking Questions & Management Meetings
Last week we went into depth on some design principles for turning rote management meetings into an activity that can generate uncommon insights. What we left…
- Coburn Ventures Podcast
#243: Uncommon -- Management Meetings
Continuing on our assertion that we cannot do common things and expect uncommon results, today we are discussing management meetings. I’ve noticed that the…
- Coburn Ventures Podcast
#242: Change Frameworks -- 11 Assessment Steps
As investors and business leaders, even when we are able to get to a deeper level of understanding, it doesn’t mean navigating this world of rogue waves…
- Coburn Ventures Podcast
#241: Ending Busyness
What if, when someone asked you what your operating edge was at work you said, “being really good at being busy.” Sometimes, it feels like that’s how our days…
- Coburn Ventures Podcast
#240: Current Thinking on Macro with Mike Cahill
We last spoke with our friend Mike Cahill on his perspective on the markets back in February. Obviously, a lot has happened since then, and we were happy to…
- Coburn Ventures Podcast
#239: Data Masquerading as Information - “Information Ain’t What It Used to be!”
It’s so important for investors and business leaders to have a framework for what data and information we take in as inputs, as well as what we make sure to…
- Coburn Ventures Podcast
#238: Uncommon - Notetaking
Today we're continuing our theme of taking a common business practices and bridging them to something that is far more powerful, uncorrelated and uncommon…
- Coburn Ventures Podcast
#237: Uncommon -- Anchoring as a Foundation for Collaboration
What if one baseline condition for uncommon collaboration was completely and utterly universally available to all humans at all times? I believe this topic we…
- Coburn Ventures Podcast
#236: Dr. Morris Pickens: "Managing External Pressures"
There's no course we can take to understand how to handle a position with a lot of external pressure. As we grow in seniority, more of these pressures pile…
- Coburn Ventures Podcast
#235: Uncommon -- Creativity and Courage
When it comes to investment process, we are always aiming to design in getting to uncommon investable insights. To us, this phrase is loaded with meaning and…
- Coburn Ventures Podcast
#234: Student Mindedness— Underneath the Cliche
If you've heard us talk about student mindedness, it's not just an attitude or posture that we encourage at gatherings-- it's so much more. The whole reason we…
- Coburn Ventures Podcast
#233: The Five Mantras of Active Investing
In times of constant adaptation, it can help to "get back to your base", remember the value we can bring as active investors, and get in tune with your…
- Coburn Ventures Podcast
#232: Unlocking Questions for Management with Bob Gilbreath
Hi everyone. Today we're continuing on the topic of uncommon processes to yield uncommon results. And we're continuing with the specific topic of developing…
- Coburn Ventures Podcast
#231: Unlocking Questions for Management with Rob Rose
We're continuing on the topic of uncommon processes to yield uncommon results, and we are doing that through the topic of developing and advancing unlocking…
- Coburn Ventures Podcast
#230: Dr. Morris Pickens: "Starting the Day-- An Uncommon Process
Hi everyone. Today we're going to continue on the topic of uncommon processes to yield uncommon results. We are here with Dr. Morris Pickens this morning to…
- Coburn Ventures Podcast
#229: Sell Disciplines Part 2 -- Sell Disciplines in Periods of Crisis
In the last podcast, we discussed sell disciplines. Today, we're continuing on that thread, but amping it up a little: we're discussing sell disciplines in the…
- Coburn Ventures Podcast
#228: Sell Disciplines, Part 1 of 2
Today we're discussing the less popular twin to buying or taking a position: selling that position! When and why do we sell? Are we as disciplined with selling…
- Coburn Ventures Podcast
#227: Irwin Kula: Clean Time
We've been talking about clean time as one of the most powerful, uncommon tools we have in our investor toolkit. To help us actually achieve more clean time…
- Coburn Ventures Podcast
#226: Hearing What We Don't Want to Hear - Rogue Wave Toolkit
As investors and business leaders, if we can't take in bad news and adjust, we might make ourselves vulnerable to even higher error rates and risk damage to…
- Coburn Ventures Podcast
#225: Lisa Baird #2: Questions for Management
At Coburn Ventures we love the work required to develop and then ask advancing and unlocking questions, whether to interrogate an investment thesis, to develop…