Episode 15 - with legendary investor Whitney Tilson

Whitney Tilson is the founder and CEO of Empire Financial Research, which provides advice, commentary and in-depth research and analysis to help people become better investors. He is a Harvard alumnus both as an undergrad and as an MBA.  Prior to launching his investment career in 1999, Mr. Tilson spent five years working with Harvard Business School Professor Michael Porter studying the competitiveness of  inner-city companies which led to the founding of ICV Partners, a private equity fund focused on minority-owned and inner-city businesses. Before business school, Mr. Tilson was a founding member of Teach for America and then spent two years as a consultant at The Boston Consulting Group. 

Whitney is an avid mountaineer and has climbed Mt. Kilimanjaro, Mt. Blanc, the Matterhorn, the Eiger,and the Nose of El Capitan. He also regularly competes in obstacle course races, including the last four 24-hour World’s Toughest Mudders, winning the 50+ age group twice. Whitney and I met in Jackson Hole in March  skiing  with our kids.  

Whitney and I cover a wide range of topics including a cost-benefit analysis of COVID shutdowns, investing for either a Trump or Biden win in November, his friendship with Warren Buffet and the life lessons discussed in his new book due out later this year.