Growth minded investing At depth with Marc bathgate

Jan 22

Thinking and acting “alternative” with your investing, the power of humility and failing forward with grit and resilience.

Show Summary

Marc Bathgate is the kind of investor who likes things that are made—with care, with risk, with a little mystery in the barrel. That love of novelty (not novelty for novelty’s sake, but the kind that comes from real craft) becomes a clean doorway into a bigger conversation: why alternatives still matter in a world that keeps begging us to believe stocks and bonds are the whole story. Marc and Ben talk about uncorrelated strategies, volatility in crisis moments, and the simple advantage of having options when everyone else is out of breath. Electricity trading. Natural gas. Long/short biotech. Pre-IPO access. The point isn’t to be clever. The point is to build a portfolio that can keep standing when the room starts shaking.

And then the conversation goes where At Depth conversations tend to go: underneath the mechanics and into the person. Marc makes the case that investing is often emotional first, and “data second”—which means a good advisor is part analyst, part editor, part shepherd. They talk about storytelling as synthesis, the gift of turning paragraphs into sentences, and why that kind of clarity is a form of care in a time-poor world. The episode closes with a surprisingly practical theology of failure, humility, and resilience—plus a peek into Marc’s work at SevenTwo Partners, the “best ideas” concept behind Distilled by SevenTwo, and their focus on brain health / neurotech as a place to do good while (hopefully) doing well.