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.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

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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

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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

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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

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Invest Like The Best

Ep.269

Everything Compounds

Gaurav Kapadia is the founder of investment firm XN. We cover his approach to building XN around a culture of rigor and kindness, how he finds remarkable businesses to invest in, and the imperative to increase diversity and inclusivity in the industry.

03.22.2022

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Invest Like The Best

Ep.268

A Multi-Polar World

Marko Papic is a partner and chief strategist at Clocktower Group. We cover current events in Ukraine and their potential economic impact, the prospect of inflation and the shifting role of the Fed in response to it, and the evolving positions of China and the US as players on the global stage.

03.15.2022

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Invest Like The Best

Ep.267

Unwrapping the Gift

Garry Tan is the founder and managing partner of Initialized Capital. We cover what’s missing in the investment world, how to best systematize venture investments, and the most common bad ideas for startups.

03.08.2022

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Invest Like The Best

Ep.266

Investing in the Industrial Economy

Eric Mandelblatt is the founder and CIO of Soroban Capital. We cover how the global push towards decarbonization could have massive impacts on the industrial economy, the supply and demand forces at work in commodities production, and why energy and materials represent such a small share of the market today.

03.01.2022

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Invest Like The Best

Ep.265

Narrow the Focus, Increase the Quality

Frank Slootman is the chairman and CEO of Snowflake. We cover the ways he evaluates teams, why he hates incrementalism, and the importance of narrowing your focus.

02.22.2022

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Invest Like The Best

Ep.264

Building an Anti-Conglomerate

Joey Levin is the CEO of IAC, a holding company that builds world-class digital businesses. We cover how he approaches capital allocation, why he tries to avoid centralization between businesses, and what he has learned from working with Barry Diller.

02.15.2022

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