Invest Like the Best with Patrick O'Shaughnessy
von Colossus | Investing & Business Podcasts
- #140 Wirtschaft
- #140beste Platzierung
- wöchentlichErscheinungsrhythmus
- 1 h 12typische Länge
- vor 4 Tagenletzte Folge
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Scott Nolan - SpaceX, Founders Fund, and Rebuilding American Uranium Enrichment - [Invest Like the Best, EP.467]
Scott Nolan (https://x.com/ScottNolan) spent 12 years at Founders Fund looking for the most important problems that no one else was funding. Then he found a problem so critical, and so ignored, that he couldn't find a company to back. So he
Alan Waxman - Private Credit and the Modern Financial System - [Invest Like the Best, EP.466]
My guest today is Alan Waxman (https://www.linkedin.com/in/alan-waxman-6164191a7/), co-founder and CEO of Sixth Street, a $130B global investment firm. Private credit is one of the most discussed topics in markets right now, and there is a
Sergey Levine - Building LLMs for the Physical World - [Invest Like the Best, EP.465]
My guest today is Sergey Levine (https://x.com/svlevine), a professor at UC Berkeley and co-founder of Physical Intelligence (https://www.pi.website/). The company is building robotic foundation models designed to control any embodied syste
Mitchell Green - Lessons from Cold Calling 10,000 Companies - [Invest Like the Best, EP.464]
My guest today is Mitchell Green (https://leadedge.com/team/mitchell-green/). Mitchell Green is the co-founder and managing partner of Lead Edge Capital, a growth equity firm that has spent 15 years building one of the most disciplined inve
William Hockey - Building the Operating System for the Dollar and Silicon Valley Heresy - [Invest Like the Best, EP.463]
William Hockey (https://x.com/williamhockey) is the co-founder of Plaid and the founder and CEO of Column, a software company that owns a bank and powers Ramp, Wise, Bilt, Mercury, and others. He funded Column by borrowing against his Plaid
Shyam Sankar - Celebrating Heretics - [Invest Like the Best, EP.462]
My guest today is Shyam Sankar (https://x.com/ssankar), the CTO of Palantir Technologies. In this conversation, we explore the ideas that shape how Shyam thinks about technology, talent, and national power. We discuss the origins of Palanti
John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]
My guest today is John Arnold. John is probably the most famous energy trader of all time and certainly the most successful. One of the things John talks about is cultivating the best seat in your industry – the seat with the best perspecti
Dan Sundheim - The Art of Public and Private Market Investing - [Invest Like the Best, EP.460]
My guest today is Dan Sundheim (https://x.com/dsundheim). Dan is the founder and CIO of D1 Capital Partners. He thinks about markets and businesses constantly, and has built a career entirely around that obsession. He manages over $30B acro
Josh Kushner - Concentration and Conviction - [Invest Like the Best, EP.459]
This is my second conversation with Josh Kushner (https://x.com/JoshuaKushner), founder and managing partner of Thrive Capital. I recorded this conversation in October after publishing the Colossus cover story (https://colossus.com/article/
Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]
My guests today are Alex Behring (https://www.linkedin.com/in/alex-behring-72678424/) and Daniel Schwartz (https://www.linkedin.com/in/daniel-schwartz-3g/), Co-Managing Partners of 3G Capital. 3G has built one of the most distinctive firms
Ben Horowitz - Backing America’s Future - [Invest Like the Best, EP.457]
My guest today is Ben Horowitz (https://x.com/bhorowitz), the co-founder of Andreessen Horowitz. Since its founding in 2009, a16z has grown into one of the most influential firms in venture capital, reshaping how technology companies are fu
Gokul Rajaram - Lessons from Investing in 700 Companies - [Invest Like the Best, EP.456]
My guest today is Gokul Rajaram (https://x.com/gokulr), Founding Partner at Marathon Management. Gokul is one of the most prolific product builders and investors of the last twenty years. He has built the core ad and product businesses at
Patrick O’Shaughnessy - Creating on Principle - [Invest Like the Best, EP.455]
This week is a special episode. Only David Senra (https://x.com/davidsenra) could get me to be on the other side of the mic. Because I don’t plan on being interviewed often, I wanted to share this conversation, which I so enjoyed, with our
Tom Digan & Greg Stewart - Building the World’s Best Fitness App - [Invest Like the Best, EP.454]
My guests today are Tom Digan (https://www.linkedin.com/in/tom-digan-b1068b20/) and Greg Stewart (https://www.linkedin.com/in/gregoryfstewart/). Tom is the co-founder of Ladder (https://ladder.fit/invest), and Greg is its CEO. Ladder (https
Reed Hastings - Building Netflix - [Invest Like the Best, EP.453]
My guest today is Reed Hastings (https://x.com/reedhastings), the co-founder and former longtime CEO of Netflix. Netflix is an example of two ideas that everyone talks about, but are extremely hard to do in practice. The first is finding a
Nick Kokonas - Know What You Are Selling - [Invest Like The Best, REPLAY]
Today, I am replaying my conversation with Nick Kokonas (https://x.com/nickkokonas?s=20), one of my favorites from the show. Nick is the co-founder of 3 of the best restaurants and bars in America - Alinea, Next, and The Aviary as well as t
Ric Elias - The Art of Living Well - [Invest Like The Best, CLASSICS]
Ric Elias - The Art of Living Well - [Invest Like The Best, CLASSICS] Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. Ric
Henry Ellenbogen - Man Versus Machine - [Invest Like the Best, EP.452]
My guest today is Henry Ellenbogen (https://www.linkedin.com/in/henry-ellenbogen-b480a036/), founder and Managing Partner of Durable Capital Partners. Henry built his reputation at T. Rowe Price, where he led the New Horizons Fund and turne
Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI - [Invest Like the Best, EP.451]
My guest this week is Gavin Baker (https://x.com/GavinSBaker). Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before. I will never forget when I first met Gavin in 2017. I find his inter
David George - Building a16z Growth, Investing Across the AI Stack, and Why Markets Misprice Growth - [Invest Like the Best, EP.450]
My guest today is David George (https://x.com/DavidGeorge83). David is a General Partner at Andreessen Horowitz, where he leads the firm’s growth investing business. His team has backed many of the defining companies of this era – including
Palmer Luckey - Inventing the Future of Defense - [Invest Like the Best, CLASSICS]
Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. Palmer Luckey (https://x.com/PalmerLuckey) is a relentless builder and ori
Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]
My guest today is Martín Escobari (https://www.linkedin.com/in/mart%C3%ADn-escobari-6a713b/). Martín is Co-President and Head of Global Growth Equity at General Atlantic. We talk about General Atlantic’s unique founding story and how its lo
Ari Emanuel - The Anti-AI Bet - [Invest Like the Best, EP.448]
My guest today is Ari Emanuel (https://x.com/AriEmanuel?s=20). Ari runs one of the most influential portfolios in global sports, entertainment, and media. He oversees TKO, which includes the UFC and WWE, serves as the Executive Chairman of
Wolfgang Hammer - The Power of Story - [Invest Like the Best, EP.447]
My guest today is my friend Wolfgang Hammer (https://x.com/Beuysaunt). Wolfgang is a successful film producer and executive who helped create House of Cards and ran several major studios, including Lionsgate, CBS Films and Miramax. He’s now
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]
My guest today is Luca Ferrari (https://www.linkedin.com/in/luca-ferrari-12418318/?originalSubdomain=it). Luca is the co-founder and CEO of Bending Spoons, which he describes as 25 percent private equity and 75 percent technology company. F
Kevin Kelly - Be Generous and Unique - [Invest Like the Best, CLASSICS]
Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with N of 1 people. Kevin Kelly (https://twitter.com/kevin2kelly) co-founded Wired magazine a
Ken Langone - The American Dream - [Invest Like the Best, REPLAY]
Today I am replaying my conversation with Ken Langone (https://en.wikipedia.org/wiki/Ken_Langone). Ken is a legendary American businessman best known for his co-founding of Home Depot. He is also a former director of the New York Stock Exch
Karim Atiyeh - Building Ramp - [Invest Like the Best, EP.445]
My guest today is Karim Atiyeh (https://x.com/karimatiyeh). Karim is the co-founder and CTO of Ramp, the fastest-growing finance automation platform in history, reaching over $1 billion in revenue in just over five years. Ramp is, of course
Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]
My guest today is Dan Wang (https://x.com/danwwang). Dan is a technology analyst and author who spent six years living in China studying its manufacturing ecosystem and tech development, best known for his new book Breakneck. Dan offers the
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]
My guest today is Jesse Zhang (https://www.linkedin.com/in/thejessezhang/). Jesse is the co-founder and CEO of Decagon, one of the fastest-growing AI customer service companies. Decagon provides a centralized AI engine to auto-resolve issue
