
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.309
Finding Your Customers
Rebecca Lynn is the co-founder of Canvas Ventures. We cover the biggest lessons from her time at P&G, why you should say no to customers, and the differences between an interesting topic and one that has investing potential.
12.27.2022

Invest Like The Best
Ep.308
Sharpening Investor & Executive Toolkits
Michael Mauboussin is the Head of Consilient Research at Counterpoint Global. We discuss his research on market share and capital allocation, examples of the relationship between value creation and market power, and which recent market phenomena have provided the biggest surprises.
12.20.2022

Invest Like The Best
Ep.307
Explaining the New AI Paradigm
Jeremiah Lowin is the founder and CEO of Prefect. We cover the new class of AI models, what's happening under the hood of the popular chatbot ChatGPT, and what else he’s watching closely in the space.
12.13.2022

Invest Like The Best
Ep.306
Investing in Commercial Real Estate
Bill Lenehan is the CEO of Four Corners Property Trust. We cover the impact of trends such as COVID and climate change on commercial real estate, how rising rates are influencing its return profile, and how retailers are adapting to rising costs in today's economy.
12.06.2022

Invest Like The Best
Ep.305
Box Office Business
Ron Howard and Brian Grazer are co-founders of Imagine Entertainment. We cover how they've kept their their creative spark alive through their careers, the value of trust and curiosity, and the biggest storytelling mistakes they've come across.
11.29.2022

Invest Like The Best
Ep.304
The No-Stats All-Star
Shane Battier is a two-time NBA Champion. We cover the best stories from his acclaimed career, what he's learned from various coaches, and how to use data to gain advantages in basketball and business alike.
11.22.2022

Invest Like The Best
Ep.303
Building a Compound Company
Parker Conrad is the co-founder and CEO of Rippling. We explore Rippling's place in the B2B infrastructure stack, the notion of a compound startup, and what Parker has learned about leadership, motivation, and communication.
11.15.2022

Invest Like The Best
Ep.302
A Macro Tour
Bob Elliott is the CEO and CIO of Unlimited. We cover the relationship between rates and inflation for different asset classes, why we're seeing a return to boring economic cycles, and how to find alpha in private markets through quantitative strategies.
11.08.2022

Invest Like The Best
Ep.301
Investing in Consumer Change
Kirsten Green is the founder and managing partner at Forerunner Ventures. We cover the frameworks for identifying brands early, how to build deal flow, and the shift in power between buyers and sellers.
11.01.2022

Invest Like The Best
Ep.300
Building Uber Eats
Jason Droege is a venture partner at Benchmark. We cover what he learned building Uber Eats, transferrable lessons for other marketplace businesses, and what it's like to work in a business that evokes strong public opinion.
10.25.2022