Episodes

  • Who wants to own big law?

    Who wants to own big law?
    May 13 2026
    Chris Bogart spent years at Cravath before building Burford Capital into the world's largest litigation finance firm — turning lawsuits into investible assets. Liz and Rohan dig into the financialization of corporate fights, Burford’s $16 billion beef with Argentina, and what it would take to finally let private equity buy a piece of Big Law. This season of Compound Interest is in partnership with Amazon Business. Amazon Business is a trusted partner that transforms business buying by combining Amazon's vast selection, competitive pricing, and fast delivery with added tools and insights to help businesses simplify purchasing, manage spend, and buy smarter.
    Show More Show Less
    1 hr
  • Wonder’s Marc Lore on vibe-coding restaurants, drone delivery, and his third act as the IPO guy

    Wonder’s Marc Lore on vibe-coding restaurants, drone delivery, and his third act as the IPO guy
    May 5 2026
    Marc Lore built Diapers.com, sold it to Amazon. Built Jet.com, sold it to Walmart. Now he’s trying something different: taking Wonder — his vertically integrated food-delivery startup — all the way to a public offering. Semafor Deputy Editor-in-Chief Shelly Banjo joins Liz to dig into how he’s betting that robots, influencers, and AI-directed meal plans can finally crack the code on profitable food delivery, what e-commerce taught him about attacking fat margins with automation, and why he’s also quietly searching for desert land to build a city from scratch. This season of Compound Interest is in partnership with Amazon Business. Amazon Business is a trusted partner that transforms business buying by combining Amazon's vast selection, competitive pricing, and fast delivery with added tools and insights to help businesses simplify purchasing, manage spend, and buy smarter. Image: Reuters/Mike Blake
    Show More Show Less
    44 mins
  • Mark Cuban on his pharma fight, Dallas Mavs regrets, and the PE-ification of sports

    Mark Cuban on his pharma fight, Dallas Mavs regrets, and the PE-ification of sports
    Apr 28 2026
    Mark Cuban is on a mission to rid the US health care system of the middlemen he blames for soaring costs. Liz and Rohan dive into his approach with Cost Plus Drugs, which aims to disrupt the little-known middlemen driving up prescription drug prices. He also discussed soaring valuations in sports, his own regrets around the Dallas Mavericks sale, and offers a surprising assessment of TrumpRX. This season of Compound Interest is in partnership with Amazon Business. Amazon Business is a trusted partner that transforms business buying by combining Amazon's vast selection, competitive pricing, and fast delivery with added tools and insights to help businesses simplify purchasing, manage spend, and buy smarter. Photo Credit: Mark J. Rebilas-Imagn Images
    Show More Show Less
    53 mins
  • Cloning woolly mammoths is cool. Can it be profitable?

    Cloning woolly mammoths is cool. Can it be profitable?
    Apr 21 2026
    Colossal, the biotech startup working on de-extincting the woolly mammoth and the dodo, thinks it can make trillions of dollars — almost none of it from consumer-facing products. Liz and Rohan dive into it all with CEO Ben Lamm, who has already spun out four businesses as he’s built the bioscience business with a focus on serving governments and nations looking to build drought-resistant plants, plastic-munching microbes, and much more (some of it classified!) This season of Compound Interest is in partnership with Amazon Business. Amazon Business is a trusted partner that transforms business buying by combining Amazon's vast selection, competitive pricing, and fast delivery with added tools and insights to help businesses simplify purchasing, manage spend, and buy smarter.
    Show More Show Less
    40 mins
  • America’s best energy trader on fixing higher ed and the dangers of prediction markets

    America’s best energy trader on fixing higher ed and the dangers of prediction markets
    Apr 14 2026
    John Arnold — one of the greatest energy traders of his generation — turned his sights on philanthropy nearly two decades ago, applying the same ROI-driven focus that made him billions to charitable giving. He walks Liz and Rohan through his vision for fixing higher ed, the problem with sports betting and prediction markets, and the Trump-driven chaos in the energy markets. This season of Compound Interest is in partnership with Amazon Business. Amazon Business is a trusted partner that transforms business buying by combining Amazon's vast selection, competitive pricing, and fast delivery with added tools and insights to help businesses simplify purchasing, manage spend, and buy smarter.
    Show More Show Less
    43 mins
  • Why Oura’s CEO is embracing Washington regulation

    Why Oura’s CEO is embracing Washington regulation
    Apr 7 2026
    Oura, whose rings are the favored accessory of finance bros and Silicon Valley longevity-maxxers, is doing something unusual in tech: Running toward a heavily regulated market. CEO Tom Hale explains why the company’s future is in the clinical world, plus what he thinks wins the wearables war and what it’s like doing business with the Pentagon right now. This season of Compound Interest is in partnership with Amazon Business. Amazon Business is a trusted partner that transforms business buying by combining Amazon's vast selection, competitive pricing, and fast delivery with added tools and insights to help businesses simplify purchasing, manage spend, and buy smarter.
    Show More Show Less
    40 mins
  • Can tiny homes — and tiny-home mortgages — solve the housing crisis?

    Can tiny homes — and tiny-home mortgages — solve the housing crisis?
    Mar 31 2026
    America needs millions more homes. Private-equity firms, red-tape nightmares, and homebuilders’ profit motive are all to blame. One startup, an offshoot from Airbnb, has a solution: fully-built, crane-plopped tiny homes in your backyard. Liz and Rohan dive into how Samara is trying to redefine what housing looks like, and whether it’s the start of a new asset class for Wall Street. This season of Compound Interest is in partnership with Amazon Business. Amazon Business is a trusted partner that transforms business buying by combining Amazon's vast selection, competitive pricing, and fast delivery with added tools and insights to help businesses simplify purchasing, manage spend, and buy smarter.
    Show More Show Less
    44 mins
  • Why KKR wants your, yes your, money

    Why KKR wants your, yes your, money
    Mar 24 2026
    Private equity and private credit was long a perk for the rich and well-connected. But now Wall Street’s investment giants are pitching their products to everyday Americans, who have piled in — and are now piling out in a panic. Is this democratizing finance or a recipe for disaster? Liz and Rohan dive into that and much more with Alisa Wood, the KKR executive leading their retail charge. This season of Compound Interest is in partnership with Amazon Business. Amazon Business is a trusted partner that transforms business buying by combining Amazon's vast selection, competitive pricing, and fast delivery with added tools and insights to help businesses simplify purchasing, manage spend, and buy smarter.
    Show More Show Less
    57 mins