
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.427
The Gift and The Curse of Staying Private
Bill Gurley is a former General Partner at Benchmark Capital. We cover the breakdown of incentives that created over a thousand "zombie unicorn" companies, how late-stage venture firms have largely eliminated the need to go public to access funding and liquidity, and the investing implications if AI turns out to be the single greatest platform shift of our lifetime.
06.10.2025

Invest Like The Best
Ep.414
Investing At Lone Pine
Kelly Granat is the co-CIO and Managing Director of Lone Pine Capital. We cover the building blocks behind Lone Pine's investment decisions, why the market frequently misprices the ability to execute, and the investing industry's problems with aligning incentives and duration.
03.11.2025

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

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

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

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

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