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.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

Play

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

Play

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

Play

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

Play

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

Play

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

Play

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

Play

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

Play

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

Play

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

Play

Contact

Get in touch at help@joincolossus.com