#872: Graham Duncan — Talent Is the Best Asset Class (Repost)

エピソード概要

Graham Duncan (@GrahamDuncanNYC) is the co-founder of East Rock Capital, a multibillion-dollar multi-family investment office he launched in 2006. He is also Chairman of the Sohn Conference Foundation, which funds pediatric cancer research. This episode was originally published in February 2019. Show notes: https://tim.blog/2019/02/28/graham-duncan/ This episode is brought to you by: Shopify global commerce platform, providing tools to start, grow, market, and manage a retail business: Shopify.com/tim Eight Sleep Pod Cover 5 sleeping solution for dynamic cooling and heating: EightSleep.com/Tim AG1 all-in-one nutritional supplement: DrinkAG1.com/Tim 5-Bullet Friday, my very own free email newsletter: https://tim.blog/friday Timestamps: [00:00:00] Start. [00:02:29] I think of Graham as far more than an investor. How does he describe what he does? [00:06:13] Absent the systems and frameworks he's honed over time, what made Graham a good talent hunter at the tender age of 24? [00:08:42] What constitutes taste when Graham is scouting for talent these days? [00:11:14] Upon meeting someone, how does Graham stress-test whether or not someone is "commercial" in the way they balance aggression and integrity? [00:16:49] One high-signal question Graham has found particularly useful when trying to determine the quality of anyone from a trader to an OB/GYN. [00:19:17] When interviewing a potential candidate, how does Graham vet their given references? [00:22:21] On approaching the reference process with curiosity rather than an attempt to catch anyone with a "gotcha." [00:25:34] Why does mutual friend Josh Waitzkin call Graham The Wild Gardener? [00:27:04] How does Graham deal with contradictory perspectives — when the data is telling him one thing and his gut is telling him another? [00:29:09] What does Graham do to familiarize himself with the way people underwrite their mental models (besides nearly beheading them)? [00:30:29] Graham talks about his role as an investment co