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.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

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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

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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

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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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