When the business climate can change so quickly, or technology can make your product obsolete in a matter of months, having a right compensation plan, strong board and guiding mission can be useful for managing a crisis like COVID. Today I was joined by Show notes for Seymour Burchman and Blair Jones of Semler Brossy to talk about Seymour’s article, and they way to think through designing companies for the future. Join me for this wide ranging discussion where we talk about many of the following (and in #hottakeoftheday format….) Many, many more like Amazon, Google, Uber, Airlines, Home Depot, GE and Exxon. Questions: 1. How has thoughts around executive comp changed in the last 10 years 2. Are you finding boards are changing their programs dramatically or tweaking with your guidance 3. How has ESG changed in the last 5 years. 4. What about views on the executive roundtable redefining the stakeholders… how important was that? 5. As you think about the BlackRock Larry Fink letter on governance, what other changes do you expect. 6. How different should exec programs be from employee and or manager programs 7. What advice do you have for companies thinking about there comp structure ... https://www.youtube.com/watch?v=6RTfrVnauXs

... https://www.youtube.com/watch?v=shaZFvODzzE

Today, I am joined by Harris Kupperman, hedge fund manager and author of the newsletter “Adventures in Capitalism”. And boy…. are they adventures. Tesla? Home builders? Sectors we both wish we’d never heard of and tankers. Plus – what advice he’d give himself after graduating with a history degree. If you liked the Josh Young and Billy Bailey episodes, you aren’t going to want to miss this one. ... https://www.youtube.com/watch?v=fK6Bhur9gBI

Join me as I talk to Chad Hathaway, Founder and CEO of Hathaway LLC, about the lost oil province in the United States... California.  Growing up in Bakersfield and having oil in the blood leads to a unique perspective on regulatory standards, politics, and life.  I learned a lot. I hope you do too! DRW ... https://www.youtube.com/watch?v=uD6snP_YEk0