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Artwork for Compound Interest from Semafor Business

Compound Interest from Semafor Business

Semafor Podcasts
Housing
BILT
Oura
AI In Healthcare
Adus
Uber
California
Wearables
John Arnold
Mark Cuban
Autonomous Vehicles
KKR
Higher Education
Cost Plus Drugs
Loyalty Programs
Samara
Energy Markets

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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Latest Episodes

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

Marc Lore built Diapers.com, sold it to Amazon. Built Jet.com, sold it to Walmart. Now he’s trying something different: taking Wonder — his vertically integrated food-delivery startup — all the way to a public offering.

Semafor Deputy Editor-in-Chie... more

Mark Cuban is on a mission to rid the US health care system of the middlemen he blames for soaring costs. Liz and Rohan dive into his approach with Cost Plus Drugs, which aims to disrupt the little-known middlemen driving up prescription drug prices.... more

Colossal, the biotech startup working on de-extincting the woolly mammoth and the dodo, thinks it can make trillions of dollars — almost none of it from consumer-facing products. Liz and Rohan dive into it all with CEO Ben Lamm, who has already spun ... more

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Recent Guests

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
David Ulevitch
Partner at Andreessen Horowitz (A16Z), runs American Dynamism Fund
Andreessen Horowitz
Episode: The investor behind a16z’s America First push on dealing with the Pentagon ‘where bits meet atoms’
Ankur Jain
Founder and CEO of Bilt
Bilt
Episode: Bilt’s Ankur Jain on solving the 'four-banana problem' and gamifying how, and where, we live
Dara Khosrowshahi
CEO of Uber, former head of Expedia and media/tech leadership
Uber
Episode: Dara Khosrowshahi on robotaxi ‘mission control’ and Uber’s next billion-dollar business

Hosts

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

Reviews

4.7 out of 5 stars from 35 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 States20 days 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 States20 days 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 States20 days 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 States2 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 States2 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.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#48
Philippines/Business
Apple Podcasts
#213
Belgium/Business

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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Compound Interest from Semafor Business launched 3 months ago and published 12 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. Mark Cuban
2. Ben Lamm
3. John Arnold
4. Tom Hale
5. Mike McNamara
6. Alisa Wood
7. David Ulevitch
8. Ankur Jain

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