The Future of SaaS Investing, Machine Learning, & Data Privacy (w/ Raoul Pal & Gordon Ritter)
Real Vision: Finance & Investing
Real Vision
4.1 • 1.1K Ratings
🗓️ 30 January 2021
⏱️ 71 minutes
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| 0:00.0 | This episode is brought to you by Good Culture. |
| 0:03.0 | Good Culture Cottage Cheese is dedicated to being ridiculously good, |
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| 0:27.0 | family at good culture.com. Gordon, great to have you on Real Vision. |
| 0:44.0 | Great to be here. Thanks, Ralph. |
| 0:47.0 | I think your story is an incredible story and it kind of all leads to this moment in time, |
| 0:51.0 | which is the kind of dominance of this SAS business model that you were such a part of. |
| 0:56.4 | So I'd love before we kind of talk about what's going on in the world and how you see things to go back and tell us your journey because it's a fascinating |
| 1:06.0 | journey. Well thanks Rowl yes I've you know a quick story on my background as |
| 1:11.8 | I grew up in Maine, a little town in the middle of on the coast in Maine. |
| 1:18.0 | And my family moved me up when I was young and that was my first taste of how do you deal with |
| 1:23.9 | something that's not what you plan but it actually pays off. I had the chance to |
| 1:28.5 | go to a high school that had a little program called Rowing which crew, which I was a non-athlete and picked up this sport |
| 1:36.4 | and it changed my life. |
| 1:37.8 | My wife is a rower that I met after college and Rowing has completely changed my life and if I hadn't moved to Maine and then gone to a school that had rowing, the world would certainly for me not be as beautiful as |
| 1:52.0 | and rowing is still still I row many days a week, even now at this stage in life. |
| 1:58.0 | And then I had the chance to start it on kind of on your side. I was actually ran a division |
| 2:08.3 | worked as an analyst at First Boston and ran a group that started to collateralize mortgage obligation when I was at a very |
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