Invest Like The Best

Conversations with the best investors and business leaders in the world. Patrick explores their ideas, methods, and stories to help you better invest your time and money.

Patrick O'Shaughnessy Host Patrick O'Shaughnessy

Patrick is the Founder and CEO of Positive Sum. He founded Colossus in 2020 to build on the success of Invest Like the Best.

Investors

Leaders

Invest Like The Best

Ep.333

The US Health Crisis

Justin Mares is the founder of TrueMed. We cover the underlying problems in the US healthcare system, his experiences building and investing in consumer brands, and the most interesting ideas around nutrition and health today.

06.20.2023

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Invest Like The Best

Ep.332

Know the Names

Scott Goodwin is the co-founder and managing partner of Diameter Capital Partners. We cover the major thematic differences between the 2010s and 2020s, the importance of speed, and the role of imagination in credit investing.

06.13.2023

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Invest Like The Best

Ep.331

Imagination, Volatility, and the Pursuit of Alpha

Kieran Goodwin is the founder of Panning Capital Management. We cover the state of private credit in today's rates environment, the value of emotional intelligence as a determinant for success in capital markets, and how to incorporate long volatility strategies into daily life.

05.30.2023

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Invest Like The Best

Ep.330

Building ZoomInfo

Henry Schuck is the founder and CEO of ZoomInfo. We cover some of the best stories from his time building the company, the universal characteristics of great salespeople, and his frameworks for thinking about pricing power, going public, and more.

05.23.2023

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Invest Like The Best

Ep.329

Macro Headwinds vs. Tech Tailwinds

Karen Karniol-Tambour is the co-CIO at Bridgewater Associates. We cover why AI is set to up-end the macro cycle status quo, the most important variables few people are thinking about, and whether gold and other asset classes are overrated or underrated right now.

05.15.2023

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Invest Like The Best

Ep.328

Creating Delightful Consumer Experiences

Fidji Simo is the CEO of Instacart. We cover her experience building the Facebook App and what it taught her about good UX design, Instacart’s role within the grocery ecosystem, and her personal philosophy on life and leadership.

05.09.2023

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Invest Like The Best

Ep.327

Building a VC Firm that Lasts Centuries

Jeremy Levine, Kent Bennett, and Brian Feinstein are partners at Bessemer Venture Partners. We cover their investing outlook and playbook for assessing companies, how talent is developed at Bessemer, and what the next wave of technology means for today's software businesses.

04.30.2023

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Invest Like The Best

Ep.326

A New Blueprint for Homebuilding

Alexis Rivas is the co-founder and CEO of Cover. We cover what modular homes and LEGO have in common, how Cover is attempting to defeat the twin-headed hydra of housing shortages and inefficiency in the construction industry, and what this means for the future of buying homes.

04.25.2023

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Invest Like The Best

Ep.325

The Portfolio to Live Longer

Dr. Peter Attia is the founder of Early Medical. We cover how the process of writing Outlive changed Peter's life, frameworks for thinking about changes in medical science, and why everyone needs to build an exercise portfolio.

04.18.2023

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Invest Like The Best

Ep.324

Lessons from the Industrial Titans

Scott Davis and Rob Wertheimer are the authors of Lessons from the Titans. We cover the common ways companies fail, what the best business systems look like, and their book's most important lessons for managers.

04.11.2023

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