Annie Lamont is a Co-Founder and Managing Partner of Oak HC/FT, a $3.3 billion venture capital firm investing across stages in tech-enable companies in healthcare and financial services.  Annie is a legend in the industry.  Across her 40 years in venture capital, she has been featured on the Forbes Midas List, the Top 100 Venture Capitalist rankings, and received the Healthcare Private Equity Association’s lifetime achievement award. Our conversation covers Annie’s beginnings in venture capital, inflection points in the industry, lessons learned, and spinning out to start her own firm. We then turn to her investment process, evaluating CEOs, competitive environment, and opportunities in healthcare and fintech. We close with her perspective on women in the industry and her unique experience as the First Lady of the State of Connecticut.   Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Marko Papic is the Chief Strategist at Clocktower Group, where he provides research on geopolitics, macroeconomics, and markets. Marko recently published Geopolitical Alpha: An Investment Framework for Predicting the Future, an imminently readable book with colorful examples of political analysis. Marko’s approach is akin to Moneyball for politics, challenging the orthodoxy of how others traditionally make investment decisions. Our conversation covers Marko’s upbringing, the flaws of most political analysis, and his constraints-based framework. We then turn to the obvious political topic at hand – next week’s U.S. Presidential election. We discuss his views of different possible outcomes on the U.S. equity market, rates, tech stocks, China, private equity, ESG, Europe, and emerging markets.   Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership