Josh Kushner
speaker
255 appearances
1 recordings
1 series
first heard Mar 2025
last heard Mar 2025
Josh Kushner’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsNo recordings in the last 12 months.Older appearances are listed below; set an alert to hear about the next one.
Appearances
So let's just remind ourselves that that did not happen.
The person that I admire the most with regards to communication is Bob Iger, who's the CEO of Disney. I've always looked up to him because he leads with humility and kindness. I think every single time that I've heard him speak or the book that he's written that I've read, there's a level of self-awareness and humility to his story that I've just admired and appreciated.
What have you learned from Stan Druckenmiller? Stan has been someone I've looked up to. I feel fortunate for how much time he's been willing to give me over the course of my career. But I think what I've learned from him is both to focus on the macro and the micro.
I think he just has such an incredible lens into the world and all of the different factors that are impacting the world, but also everything. an appreciation for quality of companies and quality of founders. And the ability to do both so well is something that I've learned so much from. And he also just has a way of focusing on simplicity as well that I've admired so much.
I think I've learned a lot from Henry with regards to what it takes to build a firm, how important people are within an organization. Henry, in many respects, created private equity as an industry. I think for him to pass down the lessons that he's accumulated over the course of his career have been tremendously beneficial with regards to how we're thinking about building the firm.
Every step of the way, KKR has innovated in terms of becoming the firm that it is today because they created the industry. They created the LBL. As we think about rules and doing things that are different, having him as someone that I can constantly go to to kind of get advice and guidance is something that I feel fortunate to have.
Well, in the investing world, there are some rules you absolutely must always follow.
What about David Geffen? I love David so much. I look up to him in so many ways. And I think David has always been such a big proponent of helping me from a very young age not care about what other people think. He's always just been such a great person to kind of get advice from on both life and business oriented things and has just been such an incredible mirror.
He has always constantly expressed to me that you only have one life and you need to live your life and you need to be who you are and you shouldn't care about what other people think because at the end of the day, It's only about what you think about yourself, but also he's definitely showed me that that's the case too.
Fatherhood is amazing because all the cliches of fatherhood are true. Daniel Lack actually had this great line to me before Levi was born, which he said, children fill a void that you didn't know you had. What a good line. And it leads to a level of simplification and prioritization in your life that is extremely powerful.
And I always knew that I wanted to be a present father and to build a life with Carly. But when it actually happens, it's just so magical. It puts so much into perspective.
I think being a parent in some respects helps you truly understand what's important. But being a parent also at the same time is the first time where you both give and feel unconditional love. There's this incredible feeling that you have when you're a parent. to your children that you're just so excited to give. You're just so excited to be there for them.
And also, I think the most incredible thing about being a father for me has been seeing Carly as a mother. The most beautiful thing about being a parent has been seeing her in that way. And I think in many respects, it's made me fall even more in love with her.
10, 11 years into the firm, I think we've truly developed a deeper understanding of who we are and what we do. And we've spoken about a lot of that at length today in terms of us being deeply concentrated and people and ideas and extremely long-term in our thinking and focusing on exceptional people and exceptional businesses that can compound for a period of time.
But I think one of the other core insights that I've had is the power of balancing patience and impatience. I'm deeply inspired by all that Berkshire Hathaway has been able to build over the many decades that it's been operating. And there's this constant articulation of the fact that there's very few decisions that are actually important.
But my view is the only way to actually be in a position in which you can make those very few decisions is to be extremely anxious. about the fact that you are not seeing everything. So we are incredibly impatient as an organization in terms of trying to understand everything that we possibly can around every theme, every sector, every company we possibly can.
But we're extremely patient around what we ultimately decide to do. And balancing those two is really difficult. It's an incredible context switch, no differently than me walking out of a board meeting of a company that I started myself towards going into a board meeting of a company that I was just lucky enough to invest in.
But I think the balance between those two is the thing that has enabled us to get to where we are today.
Well, actually, it's pretty easy for us because we're equally as concentrated in people and ideas at the early stages as much as we are at the later stages. And that doesn't necessarily mean magnitude of capital. That means emotional commitment and concentration.
We don't do a lot, but when we do it, we are deeply invested and deeply focused on making sure that we're the best possible partners to those that we work with. Our view is a lot of people have, and we understand and respect the strategy, they've taken a very indexed oriented approach to our industry. We don't believe in optionality.
Showing 181–200 of 255 · page 10 of 13
← Previous
Next →