
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.279
Making Sense of the Market
Aswath Damodaran is a Professor of Finance. We cover why inflation is such a dominant force in today's market, the importance of narrative when valuing companies, and his contrarian thoughts on the future of ESG.
05.31.2022

Invest Like The Best
Ep.278
Embrace the Unexpected
Tobi Lütke is the co-founder and CEO of Shopify. We cover Shopify’s evolution into the world of atoms-based building through Shopify’s fulfillment network, the value of infrastructure writ large, and the impact of market volatility on day-to-day business building.
05.24.2022

Invest Like The Best
Ep.277
Identifying Talent
Tyler Cowen is an economics professor and Daniel Gross is the founder of Pioneer, a start-up accelerator. We cover all aspects of identifying, pricing, and evaluating talent, the correlation between talent and happiness, and why talent is a potential rate limiter on global progress.
05.17.2022

Invest Like The Best
Ep.276
Building & Investing in Marketplaces
Jeff Jordan is a General Partner at Andreessen Horowitz. We cover how to build and invest in businesses that create consumer marketplaces, the importance of healthy communication between founders and investors, and the unique aspects of the Andreessen Horowitz business model.
05.10.2022

Invest Like The Best
Ep.275
Reimagining Corporate Finance
Eric Glyman is the co-founder and CEO of Ramp. We cover Ramp’s initial marketing wedge, how the business has dealt with such fast growth, and why they hold stablecoins on their balance sheet.
05.03.2022

Invest Like The Best
Ep.274
Building a Better Model
Dmitry Balyasny is the Managing Partner and CIO of Balyasny Asset Management. We cover the origin story of his unique multi-strategy firm, the common traits that great portfolio managers share, and how to incentivize talented investors.
04.26.2022

Invest Like The Best
Ep.273
Transforming Private Markets
Henry Ward is the co-founder and CEO of Carta. We cover the historic divergence between public and private infrastructure, how Carta aims to provide private market liquidity, and Henry’s views on building an enduring business.
04.21.2022

Invest Like The Best
Ep.272
A Primer on AI
Alexandr Wang is the CEO and founder of Scale AI. We cover the building blocks behind a successful artificial intelligence business, the significant role of AI in global security, and why data is supplanting code as a company's most valuable asset.
04.12.2022

Invest Like The Best
Ep.271
Pro-Entropic Investing
Antonio Gracias is the founder, CIO, and CEO of Valor Equity Partners. We cover his concept of pro-entropic investing, what he learned as a 25-year-old running a manufacturing business, and his methods for eliminating biases when making investments.
04.05.2022

Invest Like The Best
Ep.270
Life, Leadership, and LBOs
David Rubenstein is the co-founder of The Carlyle Group. We cover David's approach to building Carlyle, the most valuable lessons he learnt from some of the world's greatest leaders, and why he places such importance on history, writing, and giving back.
03.29.2022