The 80s on Wall Street: KKR and The RJR Nabisco Battle (Part 3)

The most dramatic LBO in history: Henry Kravis from buyout specialist firm KKR vs Ross Johnson, CEO of RJR Nabisco, and his advisers including Shearson…

Feb 13 • Daniel Gamboa and Matt Harris

1

49:24

The 80s on Wall Street: Road to RJR Nabisco’s LBO (Part 2)

When the CEO of RJR Nabisco, Ross Johnson, gets frustrated with his low stock price, he unleashes the biggest leveraged buyout in history

Feb 4 • Daniel Gamboa and Matt Harris

1

1:07:19

January 2026

The 80s on Wall Street: Michael Milken Makes a Market (Part 1)

The 80s were an iconic decade on Wall Street. Michael Milken and his team at Drexel were key players in sparking the wave of buyouts emblematic of the…

Jan 22 • Daniel Gamboa and Matt Harris

1

1:14:12

Season 2 Powered by EQT Corporation

Backtest continues to grow in 2026 with more research, sharper storytelling, and bigger reach—now with the support of our Season 2 presenting partner…

Jan 21 • Daniel Gamboa and Matt Harris

December 2025

Year One Reflections

From sitting in Matt's living room recording with a broken microphone in February, to building Backtest into a podcast with thousands of listeners by…

Dec 30, 2025 • Daniel Gamboa and Matt Harris

The Shale Revolution: EOG, OPEC, and Profits from Shale Oil (Part 3)

EOG Resources led by CEO Mark Papa creates a rigorous oil & gas operation and makes shale oil profitable.

Dec 23, 2025 • Daniel Gamboa and Matt Harris

1:11:59

The Shale Revolution: Aubrey McClendon & the Natural Gas Boom (Part 2)

Listen now | At the end of Part 1, Devon had just bought Mitchell Energy for $3.5B and locked in the technological innovation behind the shale…

Dec 9, 2025 • Daniel Gamboa and Matt Harris

59:41

November 2025

The Shale Revolution: George Mitchell’s Natural Gas Moonshot (Part 1)

Listen now | George Mitchell and his team—people like Nick Steinsberger—through relentless experimentation and financial pressure targeted natural gas…

Nov 25, 2025 • Daniel Gamboa and Matt Harris

1:11:48

October 2025

The Dot Com Boom: Max Levchin, Peter Thiel, and Elon Musk Walk into the Fire and Create PayPal (Part 4)

Imagine starting a company to change the world of finance right before an epic stock market crash.

Oct 30, 2025 • Daniel Gamboa and Matt Harris

1

58:39

The Dot Com Boom: Bezos Sees the Wave, Rides the Crest, Survives the Crash (Part 3)

Listen now (60 mins) | Technology waves are easy to see in hindsight, but often hard to see before they arrive.

Oct 17, 2025 • Daniel Gamboa

59:57

The Dot Com Boom: A Tale of Two Telecoms (Part 2)

In the late 1990s, the internet grew exponentially to become an enormous engine for technological progress and economic disruption.

Oct 7, 2025 • Daniel Gamboa and Matt Harris

1

1:01:28

September 2025

The Dot Com Boom: Netscape Lights the Fuse (Part 1)

Listen now (58 mins) | Description

Sep 25, 2025 • Daniel Gamboa and Matt Harris

58:08