Coburn Ventures Podcast
by Brynne Thompson
Latest episode
#285: Active Management in 2026 - Freeze or Seize with Irwin Kula
#285: Active Management in 2026 - Freeze or Seize with Irwin Kula
About this podcast
Conversations on investing, change and decision making.
Episodes
The newest 20 of 217 episodes
- #285: Active Management in 2026 - Freeze or Seize with Irwin Kula · 16 minIn this "Three Meteors Strike Earth" period for the investment management business, we want greater clarity to navigate. We want to seize the moment! We know we can't be frozen…
- #284: Clean Time-- The Real Story · 26 minWe 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 Pip some questions…
- #283: Active Management in 2026: 3 Meteors Strike Earth · 14 min · Season 1 Episode 283As 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 for teams, and the…
- #282: AI Integrated Investment Process - The Revolutionized Analyst · 19 min · Season 1 Episode 282Today 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 advanced analyst uses AI…
- #281: New Market Structures: Volatility? Fantastic! · 11 min · Season 1 Episode 281Volatility 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 the possibilities…
- #280: Core #1 – AI Integrated Investment Process · 21 min · Season 1 Episode 280What 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 ability to convert…
- #279: AI-Integrated Investment Process: Analysis-Research Ratio Flip · 13 min · Season 1 Episode 279What 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 this conversation…
- #278: Data's Four Stages -- Exploiting Inefficiencies · 16 min · Season 1 Episode 278This 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? It's a fair question…
- #277: New Market Structure: Communication Solutions · 19 min · Season 1 Episode 277The 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 market structures…
- #276: AI -- Best Practices? · 13 minWhen 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 do our best, but…
- #275: Uncommon - The "Uncomfort" of Uncommon · 11 minToday 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 about the…
- #274: AI Module: Rock Bands · 13 min · Season 1 Episode 274When 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 a module that is…
- #273: AI Module: Type III Error · 20 min · Season 1 Episode 273Today'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 slightly different…
- #272: Framework Failures with Jorgen van der Sloot -- When the Map Does Not Fit the Territory · 19 min · Season 1 Episode 272Today 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 with our unifying…
- #271: Elise Jones #2: Framework Failure Response · 21 minWhat 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 continue our work…
- #270: AI Module: 12 Lens Expert Expert Network · 23 minSometimes 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 commit to using it to…
- #269: Will Insight Be Commoditized? No. · 19 min · Season 1 Episode 269A 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 future in which we…
- #268: AI Waypoint: AI Induced Framework Failure · 18 minWhat 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 our deepest…
- #267: New Market Structure – Price Discovery · 27 min · Season 1 Episode 266In 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 by fewer and…
- #266: Framework Failures - Sundance Prep Edition · 22 minSomething really interesting happened this week -- a conversation with a brilliant friend in Paris sent us into an exploration of two ridiculously useful frameworks for what…
