Invest Like the Best with Patrick O'Shaughnessy

By Colossus | Investing & Business Podcasts

Business Investing

What's Invest Like the Best with Patrick O'Shaughnessy about?

Conversations with the best investors and business leaders in the world. We explore their ideas, methods, and stories to help you better invest your time and money. Hear stock market and boardroom insights you can't find anywhere else. If you're a professional investor, CEO, entrepreneur, or business strategist, this is for you. Explore all our episodes and learn more at https://www.joincolossus.com

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Carl Kawaja - Dealing with ...

01.31.2023

My guest this week is Carl Kawaja. It’s the second time I’ve had Carl on the show and my first conversation with him is one I go back to often. Carl is a portfolio manager at Capital Group, where he’s ...

Invest Like the Best with Patrick O'Shaughnessy episodes:

01.31.2023 Carl Kawaja - Dealing with Regime Change - [Invest Like the Best, EP.314] My guest this week is Carl Kawaja. It’s the second time I’ve had Carl on the show and my first conversation with him is one I go back to often. Carl is a portfolio manager at Capital Group, where he’s ...
01.24.2023 Daryl Morey - Systems Thinking in Sports - [Invest Like the Best, EP.313] My guest this week is Daryl Morey, who is President of basketball operations for the Philadelphia 76ers. Daryl is a computer science graduate but has become one of the NBA’s most successful General Managers during his time with the Houston ...
01.17.2023 Miles Grimshaw - The DNA of Software Companies - [Invest Like the Best, EP.312] My guest today is Miles Grimshaw. Miles is in his early thirties and is a General Partner at Benchmark. His experience and success belie his age. He was an early investor in Segment, Benchling, and Airtable, all before they had ...
01.10.2023 John Fio - Creating Magic for Consumers - [Invest Like the Best, EP.311] My guest today is John Fiorentino. John is a product inventor and entrepreneur who, in the space of a few years, has bootstrapped four products; Gravity Blanket, Moon Pod, Moon Pals, and Birthdate Candles which have collectively sold hundreds of ...
01.03.2023 Amjad Masad - The Future of Software Creation - [Invest Like the Best, EP.310] My guest today is Amjad Masad. Amjad is the founder and CEO of Replit, whose mission is to bring the next billion software creators online. Replit has built a browser-based coding environment that makes coding more fun, collaborative, and approachable. ...
12.27.2022 Rebecca Lynn - Finding Your Customers - [Invest Like the Best, EP.309] My guest this week is Rebecca Lynn. Rebecca co-founded early-stage investor Canvas Ventures in 2013 and is regularly featured as one of the best VCs in the market. She has deep positioning and go-to-market experience, which she honed during her ...
12.20.2022 Michael Mauboussin - Sharpening Investor & Executive Toolkits - [Invest Like the Best, EP.308] My guest this week is Michael Mauboussin. Many of you will know Michael and his work well. He’s Head of Consilient Research at Counterpoint Global, one of the sharpest investment minds I know, and a frequent guest on this show. ...
12.13.2022 Jeremiah Lowin: Explaining the New AI Paradigm - [Invest Like the Best, EP.307] My guest this week is Jeremiah Lowin. Jeremiah has been on the podcast a number of times over the years. He’s one of my oldest friends who has been a sounding board for me throughout my career. Today he is ...
12.06.2022 Bill Lenehan: Investing in Commercial Real Estate - [Invest Like the Best, EP.306] My guest today is Bill Lenehan. Bill is the CEO of Four Corners Property Trust, a listed REIT and one of the leading owners of restaurant real estate in the US. Their portfolio is made up of 982 properties across ...
11.29.2022 Ron Howard and Brian Grazer - Box Office Business - [Invest Like the Best, EP.305] Today I’m joined by two Hollywood greats, Ron Howard and Brian Grazer. They have produced, directed, written, and acted in a number of the most popular films and tv shows ever made, including Apollo 13, A Beautiful Mind, 24, and ...
11.22.2022 Shane Battier - The No-Stats All-Star - [Invest Like the Best, EP.304] Today’s episode is a special one, in a format that may turn into a series. It is a conversation between Ravi Gupta and Shane Battier. Ravi is a partner at Sequoia, one of our most popular past guests, and a ...
11.15.2022 Parker Conrad - Building a Compound Company - [Invest Like the Best, EP.303] My guest today is Parker Conrad, co-founder and CEO of Rippling. I wanted to speak to Parker because he is building Rippling in a way that we don’t come across often. Rather than focus narrowly on one product, he is ...
11.08.2022 Bob Elliott - A Macro Tour - [Invest Like the Best, EP.302] My guest today is Bob Elliott, the CEO and CIO of Unlimited, which creates low-cost index ETFs for alternative investment strategies. Prior to co-founding Unlimited, Bob was a senior investment executive at Bridgewater Associates where he served on their investment ...
11.01.2022 Kirsten Green - Investing in Consumer Change - [Invest Like the Best, EP.301] My guest today is Kirsten Green, founder and managing partner at Forerunner Ventures. Kirsten launched Forerunner in 2012 and has built it into a leading consumer-focused venture firm with early investments in consumer brands like Dollar Shave Club, Bonobos, Faire, ...
10.25.2022 Jason Droege - Building Uber Eats - [Invest Like the Best, EP.300] My guest today is Jason Droege, a venture partner at Benchmark. Jason’s had a long entrepreneurial career, which most recently culminated in building and leading Uber Eats. He joined Uber in 2014 with a blank piece of paper to grow ...
10.18.2022 Paul Orfalea - It’s About the Money - [Invest Like the Best, EP.299] My guest today is Paul Orfalea. Paul founded Kinkos, the popular copy chain, in 1970. He started with a single photocopy shop in California and grew the business into a $2 billion multinational operation over the course of his 30 ...
10.11.2022 Madhavan Ramanujam - How to Price Products - [Invest Like the Best, EP.298] My guest today is Madhavan Ramanujam. Madhavan quite literally wrote the book on how to price products, it’s called “Monetizing Innovations” and his concepts have been used by companies across the world like Porsche, Uber, LinkedIn, and SuperHuman. Our conversation ...
10.04.2022 Scott Wilson - Non-Traditional Endowment Investing - [Invest Like the Best, EP.297] My guest today is Scott Wilson. Scott is the CIO of Washington University’s endowment, which manages over $13 billion. In this conversation we discuss WashU’s non-traditional endowment model and cover a variety of asset classes and geographies. We talk about ...
09.27.2022 Julio Vasconcellos & Mate Pencz - Investing in Latin America - [Invest Like the Best, EP.296] My guests today are Julio Vasconcellos and Mate Pencz, who are partners at Canary and Atlantico, leading early-stage investment firms in Latin America. They’re also both successful entrepreneurs. Mate is the co-founder and CEO of Brazilian real estate unicorn, Loft. ...
09.20.2022 Trina Spear - Billion Dollar Scrubs - [Invest Like the Best, EP.295] My guest today is Trina Spear, a former investor at Blackstone and the co-founder and CEO of FIGS. FIGS is a multi-billion-dollar public company that built a category-leading brand selling scrubs to healthcare professionals. It was a problem hiding in ...
09.15.2022 Gabriel Leydon - How Web3 Onboards a Billion Users - [Web3 Breakdowns, EP.37] Today, we are sharing an episode of Web3 Breakdowns with you. My Invest Like the Best conversation with Gabe Leydon last year was one of my favorites and became one of our most popular. Since that conversation, Gabe has become ...
09.13.2022 Harley Finkelstein - Building the Entrepreneurship Company - [Invest Like the Best, EP.294] My guest today is Harley Finkelstein. Harley is the President of Shopify and has been with the company since its early years. He is a lawyer by training but an entrepreneur by calling and that is the focus of our ...
09.06.2022 Mitch Lasky - The Business of Gaming - [Invest Like the Best, EP.293] My guest today is Mitch Lasky. Mitch is a partner at Benchmark and one of the leading figures in the video game industry. Over the last 30 years, he has built, led, and invested in a number of the best ...
08.30.2022 David Senra - Passion & Pain - [Invest Like the Best, EP.292] My guest today is David Senra. David has studied history’s great founders and entrepreneurs in more depth than anyone I’ve ever met, and I’d wager more than anyone else alive. In this conversation, we cover many of the most common ...
08.23.2022 Robert Smith - Investing in Enterprise Software - [Invest Like the Best, EP.291] My guest today is Robert Smith, the founder, Chairman, and CEO of Vista Equity Partners. An engineer by training, Robert started Vista at the turn of the millennium and built it into one of the world's most successful software-focused investment ...
08.16.2022 Katherine Boyle - Investing for America - [Invest Like the Best, EP.290] My guest today is Katherine Boyle, a general partner at Andreessen Horowitz. Katherine started her career as a reporter for The Washington Post before moving into VC at General Catalyst. She now leads a practice at a16z called American Dynamism, ...
08.09.2022 Ravi Gupta - Focus - [Invest Like the Best, EP.289] My guest today is Ravi Gupta. Ravi spent a decade in private equity at KKR before joining Instacart as their first CFO and COO. He navigated them through a critical moment in their history and returned to investing in 2019 ...
08.02.2022 Will Thorndike - The Power of Long Holding Periods - [Invest Like the Best, EP.288] My guest today is Will Thorndike. I first spoke to Will in 2017 about his excellent book The Outsiders and his career in private equity. I titled that conversation: How Skilled Capital Allocators Compound Capital. In many ways this conversation ...
07.26.2022 Alok Vasudev - Searching for White Space - [Invest Like the Best, EP.287] My guest today is Alok Vasudev. Alok is an early-stage investor who has been in the crypto space for a very long time. Before co-founding Standard Crypto, he was an investor at Benchmark and S28 Capital. Given Alok's experience and ...
07.19.2022 Matthew Ball - A Manual to The Metaverse - [Invest Like the Best, EP.286] My guest today is Matthew Ball. Matt is an investor, the former head of strategy at Amazon studios, and one of the brightest minds in the media industry. Through his essays and now his book, which launches today, Matt has ...
07.14.2022 TransDigm: Foundations with Nick Howley [50X, EP.1] Today we are dropping a special episode in the Invest Like the Best feed. You will hear the first episode of 50X – a new series from Will Thorndike and the team at Compounding Labs, in partnership with Colossus. Will’s ...
07.12.2022 Alice Bentinck - Building a Start-Up Machine - [Invest Like the Best, EP.285] My guest today is Alice Bentinck, co-founder of Entrepreneur First. Entrepreneur First, or EF, invests pre-company by systematizing the way that talented individuals find co-founders, develop ideas, and scale into companies. They’re an incubator of teams and ideas on a ...
07.05.2022 Jess Lee - Designing Investment Products - [Invest Like the Best, EP.284] My guest today is Jess Lee. Jess is a partner at Sequoia Capital as well as their Chief Product Officer. Before becoming an investor, Jess co-founded fashion app, Polyvore, and was an early product manager for Google Maps. Most recently, ...
06.28.2022 Kenneth Stanley - Greatness Without Goals - [Invest Like the Best, EP.283] My guest today is Ken Stanley. Ken is a Professor in Computer Science and a pioneer in the field of neuroevolution. He is also the co-author of a book called, Why Greatness Cannot Be Planned, which details a provocative idea ...
06.21.2022 Lydia Jett - Investing in E-commerce - [Invest Like the Best, EP.282] My guest today is Lydia Jett, Managing Partner of SoftBank Investment Advisers. Lydia leads the team’s consumer, internet, and e-commerce investments and has worked with many of the most significant consumer platforms in the world, including as a board member ...
06.14.2022 Josh Wolfe & Chris Power - Factories of the Future - [Invest Like the Best, EP.281] My guests today are Josh Wolfe and Chris Power. Josh will be a familiar voice to many of you and is the co-founder and General Partner of Lux Capital. Chris is the founder and CEO of advanced manufacturing start-up, Hadrian. ...
06.07.2022 Martin Casado - The Past, Present, and Future of Digital Infrastructure - [Invest Like the Best, EP.280] My guest today is Martin Casado. Martin is a general partner at Andreessen Horowitz where he focuses on digital infrastructure. Before joining a16z, Martin pioneered software-defined networking and co-founded Nicira, which was bought by VMware for $1.3 billion in 2012. ...
05.31.2022 Aswath Damodaran - Making Sense of the Market - [Invest Like the Best, EP. 279] My guest today is Aswath Damodaran, a Professor of Finance at NYU’s Stern School of Business. Aswath is one of the clearest teachers of investing and finance in our industry and through his blog, books, and YouTube has open-sourced his ...
05.26.2022 Anduril: Building the Future of Defense - [Business Breakdowns, EP. 59] Today, we are running a special episode of Business Breakdowns. With geopolitics playing an increasingly important role in society again, this episode with Anduril’s CEO offers an inside look at the state of the defense industry and how it is ...
05.24.2022 Tobi Lütke - Embrace the Unexpected - [Invest Like the Best, EP. 278] My guest today is Tobi Lütke, co-founder and CEO of Shopify. Having first spoken to Tobi at the beginning of the pandemic, just two months into it, this felt an opportune moment to revisit Shopify and the world through Tobi’s ...
05.17.2022 Tyler Cowen & Daniel Gross - Identifying Talent - [Invest Like the Best, EP. 277] My guests today are Tyler Cowen and Daniel Gross. Tyler is an economics professor and creator of one of the most popular economics blogs on the internet. Daniel is the founder of start-up accelerator Pioneer, having previously been a director ...
05.10.2022 Jeff Jordan - Building & Investing in Marketplaces - [Invest Like the Best, EP. 276] My guest today is Jeff Jordan, General Partner at Andreessen Horowitz. Jeff has one of the most interesting set of experiences of guests that I’ve had on the show. As an operator, he has been the General Manager of eBay.com, ...
05.03.2022 Eric Glyman - Reimagining Corporate Finance - [Invest Like the Best, EP. 275] My guest today is Eric Glyman, co-founder and CEO of Ramp. Ramp is best known for its corporate cards but it has a range of software products to help finance teams save money and time. Since its founding in 2019, ...
04.26.2022 Dmitry Balyasny - Building a Better Model - [Invest Like the Best, EP. 274] My guest today is Dmitry Balyasny. Dmitry is the Managing Partner and CIO of Balyasny Asset Management, otherwise known as BAM. BAM runs a multi-strategy, multi-PM model that aims to produce consistent absolute returns. Since its founding in 2001, it ...
04.21.2022 Henry Ward - Transforming Private Markets - [Invest Like the Best, EP. 273] My guest today is Henry Ward, co-founder and CEO of Carta. Started in 2012, Carta helps companies and investors manage their cap tables, equity plans, and ownership. Last year, they launched CartaX, a platform for private companies and their employees ...
04.12.2022 Alexandr Wang - A Primer on AI - [Invest Like the Best, EP. 272] My guest today is Alexandr Wang, the CEO and founder of Scale AI. Alexandr founded Scale in 2016, having been inspired to accelerate the development of AI through his work at Quora and his studies at MIT. Specifically, Alexandr realized ...
04.05.2022 Antonio Gracias - Pro-Entropic Investing - [Invest Like the Best, EP. 271] My guest today is Antonio Gracias, founder, CIO, and CEO of Valor Equity Partners. Antonio is perhaps best known for his role at Tesla, as the earliest institutional investor and Director from 2007 to 2021. But he has deep operating ...
03.29.2022 David Rubenstein - Life, Leadership, and LBOs - [Invest Like the Best, EP. 270] My guest today is David Rubenstein, co-founder of The Carlyle Group - one of the largest private equity firms in the world. David has worked in the White House, built a $300 billion investment institution, become a prominent philanthropist, published ...
03.22.2022 Gaurav Kapadia - Everything Compounds - [Invest Like the Best, EP. 269] My guest today is Gaurav Kapadia, founder of investment firm XN. Gaurav is a veteran of the investing arena. We cover his lessons while rising to partner at TPG Axon, co-founding Soroban Capital, and his decision to launch XN in ...
03.15.2022 Marko Papic - A Multi-Polar World - [Invest Like the Best, EP. 268] My guest today is Marko Papic, partner and chief strategist at Clocktower Group, where he leads the firm’s research on macroeconomics and markets. Marko has spent his career at the intersection of finance and geopolitics, making him a perfect person ...

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