About this episode

Ben Silver and David Tykocinski discuss their long-term investment strategy and opportunities in AI and healthcare.

Ben Silver and David Tykocinski, co-CIOs of Maverick Capital, say their investment strategy has, in some respects, been the same for three decades: Rather than trying to time the market, the firm aims to drive performance by taking a long-term view, partnering with management teams, and doing deep diligence on its investments. In an interview with Goldman Sachs’ Tony Pasquariello on the Great Investors podcast, they discuss the investment opportunities in AI and healthcare as well as their complementary skills in a shared role. This episode was recorded on June 4th, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its…

People in this episode

Host: Tony Pasquariello

Guests: Ben Silver, David Tykocinski

Topics covered

• AI investment
• healthcare investment
• long-term investment strategy
• market timing
• management partnerships

Keywords

• investment strategy
• AI winners
• healthcare
• Maverick Capital
• Goldman Sachs
• long-term view
• market timing
• management teams
• deep diligence

Mentioned in this episode

Organizations: Maverick Capital, Goldman Sachs

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