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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
Amazon Business
Adus
Vail Resorts
Wonder
FIFA
Uber
Klarna
AI Regulation
World Cup
California
John Arnold
Wearables
Mark Cuban
Independent Investor

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

America’s biggest retailer is quietly getting into banking. After trying and failing to crack financial services a few times, is back at it with OnePay, which has 7 million customers, $50 billion in annual payment flow — and virtually zero in acquisi... more

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Big law firms have run the same playbook for 50 years: hire armies of young lawyers, bill their hours at steep rates, and funnel the money up to the partners. AI is about to upend that model. It can already do much of the grunt work that associates c... more

The World Cup prints money — an estimated $10 billion this year. FIFA keeps almost all of it. The business case for the host cities shouldering much of the costs, however, isn’t so clear.

New York-New Jersey Host Committee CEO Alex Lasry joins Liz a... more

One of Silicon Valley’s top political fixers, Bradley Tusk, built a career helping startups like Uber and FanDuel brawl their way to legitimacy — in his words, “legalize disruptive sh*t.” His message to AI companies: You have no idea what’s coming. more

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Recent Guests

Rachel Proffitt
CEO of Cooley, Silicon Valley-rooted global law firm
Cooley LLP
Episode: AI is coming for lawyers. Are they ready?
Alex Lasry
CEO of the New York–New Jersey World Cup Host Committee
World Cup Host Committee (NY/NJ)
Episode: Is the World Cup a raw deal for host cities? FIFA’s New York frontman disagrees.
Bradley Tusk
venture capitalist and political strategist known for helping startups fight regulatory battles
Tusk Strategies / portfolio advisor
Episode: Silicon Valley’s go-to fixer on AI’s unfixable problem
Anant Bhalla
Founder/CEO of 1823 Partners; CIO of JAB Holdings; former life insurer executive
1823 Partners; JAB Holdings
Episode: Wall Street fell in love with your life insurance. Should you be worried?
Todd Heimes
Vice President and General Manager of Amazon Business Worldwide
Amazon
Episode: How Amazon Business made business buying smart by rebuilding its consumer platform for companies
Sebastian Siemiatkowski
CEO of Klarna
Klarna
Episode: Klarna’s Sebastian Siemiatkowski on agentic commerce, credit cards, and financing everything
Anthony Pompliano
FinFluencer, investor, crypto veteran, AI/tech entrepreneur
Pompliano
Episode: Anthony Pompliano thinks you're smarter than your financial advisor
Rob Katz
CEO of Vail Resorts, former Apollo private equity alum
Vail Resorts
Episode: Vail CEO Rob Katz knows what you think of his business — and he thinks he can fix it
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

Hosts

Liz Hoffman
Host of the show; Semafor Business Editor
Rohan Goswami
Co-host, Semafor Business journalist
Shelly Banjo
Co-host and interviewer

Reviews

4.5 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 States3 months 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 States3 months 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 States3 months 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 States4 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 States5 months ago

Listeners Say

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

- Some listeners feel the ad format is awkward but content remains valuable.
- Hosts balance skepticism with curiosity, delivering depth on business and tech.
- Clear, insightful analyses with strong guest lineups.

Talking Points

Recent interactions between the hosts and their guests.

Silicon Valley’s go-to fixer on AI’s unfixable problem
Q: How big a political problem do you think the AI companies have right now?
Bradley argues that AI is broadly disliked and facing bipartisan regulatory pressure, with significant state-by-state and local regulation creating a complex political landscape; the frontier models face higher risk.
AI is coming for lawyers. Are they ready?
Q: Are you excited about AI or nervous about what it does to the product and the way you're getting paid?
There's curiosity and cautious optimism; there is nervousness about the pace and the business model shift, but there is also interest in aligning incentives and exploring new pricing approaches that could share upside with clients when AI improves outcomes.
Is the World Cup a raw deal for host cities? FIFA’s New York frontman disagrees.
Q: What are the costs and who pays them?
The host committee coordinates safety, mobility, fan experiences, and economic impact while relying on FIFA for sponsorships and ticket sales; the costs largely fall on the host committee and the region, with FIFA holding many revenue streams.
Is the World Cup a raw deal for host cities? FIFA’s New York frontman disagrees.
Q: How does one get this job?
The guest describes a career path spanning sports management, government, and development, emphasizing a mix of private-sector experience and public-facing leadership that prepared him to run a host committee.
Wall Street fell in love with your life insurance. Should you be worried?
Q: What reforms or guardrails could help stabilize the system?
Possible reforms include stronger regulation of reinsurance and rating shopping, more coordinated oversight beyond state regulators, and investment structures that align incentives across managers and insurers, potentially with evergreen capital models that reduce the pressure to continuously raise funds.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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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 reporters with operators, investors, and industry leaders to dissect how big parts of the economy actually work. Episodes frequently explore finance, technology, media, and policy, often tracing how AI, data, and new business models reshape investing, markets, and corporate strategy. Notable strengths include high-caliber guests, practical takeaways for operators and decision-makers, and a clear emphasis on how macro trends translate into real-world outcomes for companies, customers, and workers. The format often blends sharp journalistic scrutiny with candid conversations about strategy, regulation, and disruption across sectors like finance, e-commerce, energy, and healthcare. A recurr... more

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2. Possible
3. The Master Investor Podcast with Wilfred Frost
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Compound Interest from Semafor Business launched 5 months ago and published 22 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. Rachel Proffitt
2. Alex Lasry
3. Bradley Tusk
4. Anant Bhalla
5. Todd Heimes
6. Sebastian Siemiatkowski
7. Anthony Pompliano
8. Rob Katz

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