
About
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 is the Founder and CEO of Positive Sum. He founded Colossus in 2020 to build on the success of Invest Like the Best.
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Invest Like The Best
Ep.355
A Conversation with Charlie Munger & John Collison
Charlie Munger was the vice chairman of Berkshire Hathaway. In this conversation with Stripe's John Collison, recorded last year, he shares the ingredients for long-term business success, his thoughts on American society writ large, and what makes Berkshire special.
12.05.2023

Invest Like The Best
Ep.400
Capital, Compute & AI Scaling
Chetan Puttagunta is a General Partner at Benchmark and Modest Proposal is a money manager who is one of the most respected thinkers in financial markets. We cover the current scaling challenges of frontier AI models, the incredible proliferation of open source models, and the investing implications across private and public markets.
12.06.2024

Invest Like The Best
Ep.394
Building Islands of Innovation
Tobi Lütke is the co-founder and CEO of Shopify. We cover the biggest changes he's observed in the wider tech ecosystem with the advent of AI, his unique way of interpreting and implementing "founder mode" at Shopify, and how we can promote more entrepreneurs to build on "islands of innovation" away from the mainstream.
10.22.2024
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Invest Like The Best
Ep.336
Special Situations in Private Markets
Jeremy Giffon is a private markets investor. We discuss what makes for a perfect investment, tactics for discovering what makes people tick, and the best advice he's ever received.
07.11.2023

Invest Like The Best
Ep.335
A Primer on Vertical Market Software
Dave Yuan is the Founder of Tidemark Capital. We cover what makes vertical market software an interesting space to invest in, why the best vertical SaaS entrepreneurs started out as customers, and the greatest case studies that highlight the business model in action.
07.04.2023

Invest Like The Best
Ep.334
Be Generous & Unique
Kevin Kelly co-founded Wired magazine and is the author of the book Excellent Advice for Living. We cover his concept of the Technium, why rituals are an underappreciated part of society and family life, and the importance of developing your authentic self over a lifetime.
06.27.2023

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

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

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

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

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

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

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