Julian Shapiro is back on the show today.  He's been my co-host for our podcast Brains, he's an investor at Julian.capital and a writer at Julian.com. Lately, he's been super into investing. He's managed to take an overly complex thing like investing and reverse-engineer it, breaking it down into its simplest frameworks. 
Follow Julian on Twitter: https://twitter.com/julian
Check out Demand Curve: https://www.demandcurve.com/
Become an investor with Carveout: https://www.withcarveout.com/
Apply to Hyper: https://hyper.com/
Read Julian's memos for founders: https://www.julian.capital/