HeyJaredDriving Alpha
Driving Alpha is the podcast where we feature our friends, the out-performing investors, who demonstrate their path to driving alpha, i.e., out-sized investment returns. Driving Alpha is sponsored by Alpha Partners. At Alpha, our strategy is simple.
- Indexed episodes, last 90 days
- 1
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- Jul 22, 2026
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- Jul 22, 2026
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How Contrary invests in people years before they start companies (with Kyle Harrison) (opens the original)
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What if the best way to win a deal isn't a faster term sheet, but a five-year head start on the relationship? That's the premise behind how Kyle Harrison and Contrary source and back founders. Here's a glimpse of what you'll learn: 00:00 Welcome and Guest Intro 01:14 Contrary People Network 04:27 Research and Writing Flywheel 08:28 AI Tools and Thinking 11:58 Big Funds and Capital Cycles 20:01 Inside The Anduril Thesis 24:25 LPs and Defense Investing 27:49 Defense Bubble Psychology 33:52 Markets
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