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Artwork for Compound Interest from Semafor Business

Compound Interest from Semafor Business

Semafor Podcasts
Litigation Finance
Housing
Bilt
Oura
AI In Healthcare
Burford Capital
Adus
Wonder
Uber
California
Wearables
John Arnold
Mark Cuban
YPF
Autonomous Vehicles
KKR
Higher Education
Cost Plus Drugs
Loyalty Programs
Samara

Business is changing in subtle and seismic ways. Compound Interest from Semafor Business pairs journalists Liz Hoffman and Rohan Goswami with operators, experts, and innovators behind the world’s most consequential companies, decoding why big parts of the economy work the way they do. Sign up to get the Semafor Business briefing in your inbox. This season of Compound Interest is in partnership wit... more

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Artwork for Compound Interest from Semafor Business

Latest Episodes

Bitcoin evangelist Anthony Pompliano has reinvented himself as the champion of a new kind of investor: digitally native, high-net-worth, and deeply skeptical of Wall Street expertise. He joins Liz and Rohan to talk about his AI-powered CFO product, w... more

If you ski or snowboard, you probably have an opinion of Rob Katz’s business. The Vail Resorts CEO joins Liz and Rohan on Compound Interest to talk about the criticisms of crowding, lift lines, and pricing of the season pass that changed winter sport... more

YouTube

Bloomberg’s Odd Lots podcast has been at the forefront of a new kind of business media for more than a decade. Co-host Joe Weisenthal joins Liz and Semafor editor-in-chief Ben Smith to talk about how the business of business media has evolved through... more

YouTube

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 bee... more

YouTube

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Recent Guests

Joe Weisenthal
Co-host of Odd Lots, Bloomberg's finance podcast
Bloomberg
Episode: Joe Weisenthal on the business of business media and why AI won’t replace podcasters
Chris Bogart
CEO of Burford Capital, former general counsel
Burford Capital
Episode: Who wants to own big law?
Marc Lore
Founder and CEO of Wonder; former head of Walmart e-commerce
Wonder
Episode: Wonder’s Marc Lore on vibe-coding restaurants, drone delivery, and his third act as the IPO guy
Mark Cuban
Entrepreneur and owner of the Dallas Mavericks
Cost Plus Drugs; TrumpRX; Cost Plus Wellness; Cost Plus Marketplace
Episode: Mark Cuban on his pharma fight, Dallas Mavs regrets, and the PE-ification of sports
Ben Lamm
CEO of Colossal, leading the de-extinction initiative
Colossal
Episode: Cloning woolly mammoths is cool. Can it be profitable?
John Arnold
America's youngest billionaire, former natural gas trader and energy investor, philanthropist focused on higher education
Arnold Ventures / energy and philanthropy
Episode: America’s best energy trader on fixing higher ed and the dangers of prediction markets
Tom Hale
CEO of Oura, maker of the Oura ring
Oura
Episode: Why Oura’s CEO is embracing Washington regulation
Mike McNamara
CEO and Co-founder, Samara (ADU company)
Samara
Episode: Can tiny homes — and tiny-home mortgages — solve the housing crisis?
Alisa Wood
Partner at KKR
KKR
Episode: Why KKR wants your, yes your, money

Hosts

Liz Hoffman
Co-host; Semafor business and finance editor; host of the show
Rohan Goswami
Host; Semafor business reporter

Reviews

4.6 out of 5 stars from 37 ratings
  • Interesting and Entertaining!

    This show has become a must listen for me. Rohan and Liz have great banter and insights. Told my kids they could learn a thing or two if they gave it a listen!

    Apple Podcasts
    5
    goneskiing68
    United Statesa month ago
  • Extremely smart, relevant, and consistently insightful.

    Liz and Rohan dissect how modern companies actually work by bringing in the top operators and decision-makers that are highly relevant to the complex shifts we’re seeing in today’s economy. This is a rare show that truly goes beyond the headlines.

    Apple Podcasts
    5
    schng11
    United Statesa month ago
  • Fun and Insightful Listen!

    Really fun episodes! Smart and interesting. The hosts bring energy and the guests bring informative and genuinely have something interesting to say.

    Apple Podcasts
    5
    TKTKTK333
    United Statesa month ago
  • Smart, Thoughtful, but…

    I started following this podcast after hearing Liz Hoffman on another podcast and was super impressed by how thoughtful, quick, and balanced she seemed in what she talked about. Listening to their own podcast my opinion has not changed. The only reason that this isn’t five stars is because they are trying to do something with the ad model by having a “show within a show” and it is too weird for me. It’s the uncanny valley of ads. Is this a show? Is this an ad? I’ve got enough ambiguity in my lif... more

    Apple Podcasts
    4
    AP Ranger
    United States3 months ago
  • Excited for a new pod!

    Liz is the best in the biz. Should be very interesting, and looking forward to the fascinating conversations that await!

    Apple Podcasts
    5
    Abogado David
    United States3 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Format appreciated for in-depth, real-world business discussion.
Thoughtful and balanced; depth over quick takes.
Some listeners note ad-style segments can feel awkward or disruptive.
Listeners praise the host duo and guest caliber.

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Talking Points

Recent interactions between the hosts and their guests.

Mark Cuban on his pharma fight, Dallas Mavs regrets, and the PE-ification of sports
Q: Why did you decide not to run a full sales process for the Mavs?
He discusses misaligned expectations about running basketball operations post-sale, and acknowledges that the process was a mistake and that a more comprehensive, competitive process would have been better.
Mark Cuban on his pharma fight, Dallas Mavs regrets, and the PE-ification of sports
Q: What is happening in the way we pay for prescription drugs?
Mark explains that direct-to-patient models like Cost Plus Drugs and partnerships like TrumpRX are bypassing Pharmacy Benefit Managers to cut costs, increase pricing transparency, and provide net prices to employers and patients.
Cloning woolly mammoths is cool. Can it be profitable?
Q: Is it profitable? What is your business plan here?
While not profitable today, the path to profitability is clear: leverage an end-to-end systems model to unlock B2G, B2B, and licensing opportunities, spin out revenue-generating companies, and monetize education and media while expanding government and conservation contracts.
Why Oura’s CEO is embracing Washington regulation
Q: Tom, welcome to the show, thanks for coming.
Tom Hale discusses Oura's position as a hardware-software hybrid, the strong value proposition of the subscription model, and the potential pathways toward an IPO while highlighting the regulatory landscape and partnerships with health systems and the Pentagon.

Audience Metrics

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Frequently Asked Questions About Compound Interest from Semafor Business

What is Compound Interest from Semafor Business about and what kind of topics does it cover?

A business-focused interview show that pairs seasoned financial reporters with operators, founders, and leaders behind influential companies. Episodes explore how large industries evolve—from housing finance and private markets to mobility, AI, and defense—through practical strategy, real-world case studies, and policy context. Notable strengths include high-caliber guests, clear framing of complex topics, and a steady cadence of long-form conversations that connect boardroom finance to everyday business decisions. A recurring edge is tying corporate strategy to broader economic and regulatory trends, making it useful for listeners who want actionable insights and how-they-work context behind major business shifts.

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These podcasts share a similar audience with Compound Interest from Semafor Business:

1. Mixed Signals from Semafor Media
2. WSJ Your Money Briefing
3. Odd Lots
4. Motley Fool Hidden Gems Investing
5. The Long View

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Compound Interest from Semafor Business launched 3 months ago and published 15 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Compound Interest from Semafor Business?

Recent guests on Compound Interest from Semafor Business include:

1. Joe Weisenthal
2. Chris Bogart
3. Marc Lore
4. Mark Cuban
5. Ben Lamm
6. John Arnold
7. Tom Hale
8. Mike McNamara

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