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.169

Frontier Markets Investing

Manny Stotz is the founder of Kingsway Capital, a leading investor in frontier markets. We cover how Manny defines what a good business is, the struggles of building a portfolio in frontier markets, and how a country's demographics can affect its potential long-term growth.

04.21.2020

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Invest Like The Best

Ep.168

Consumer & Marketplace Investing

Sarah Tavel is a general partner at Benchmark. We cover Sarah's insights from the food delivery & space rental sectors, building marketplaces, and the future of the consumer social sector.

04.07.2020

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Invest Like The Best

Ep.167

Investing Through a Bear Market

Gavin Baker is the founder and CIO of Atreides Management, LP. We cover the ways COVID has dramatically altered the investment landscape, what the different stages of bear markets entail, and which sectors or businesses might emerge as long-term winners from COVID's chaos.

04.02.2020

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Invest Like The Best

Ep.166

Investing in Healthcare

D.A. Wallach is a former musician turned early-stage investor, focusing on the healthcare space. We cover technologies that are making an impact at the cellular level, why healthcare pricing is so high, and products that consumers can use to increase lifespan.

03.31.2020

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Invest Like The Best

Ep.165

Update on Tail Risk

Chad Cascarilla is the CEO and co-founder of Paxos, a financial technology company. We cover the tail risks of the Coronavirus pandemic, the potential for inflation after the pandemic, and how Bitcoin might perform.

03.25.2020

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Invest Like The Best

Ep.164

Update on Small Business and Private Equity

Brent Beshore is the CEO & founder of Permanent Equity. We cover the impact of COVID on small businesses, the policies that can help businesses endure, and the outlook of the private equity complex.

03.20.2020

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Invest Like The Best

Ep.163

Investing Through a Crisis

Dan Rasmussen is the founder of Verdad Capital, a global asset manager. We cover Verdad's study on investing during periods of market crisis, what does and doesn't work during and after periods of market panic, and his thoughts on the current COVID crisis.

03.16.2020

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Invest Like The Best

Ep.162

An Update on Consumer & Enterprise Venture Capital

Bill Gurley and Chetan Puttagunta are both partners at Benchmark Capital. We cover updates on consumer and enterprise investing, their view on the state of funding and growth, and the entrepreneurial spirit in the face of a crisis.

03.13.2020

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Invest Like The Best

Ep.161

An Update on Corporate Credit

Bryan is a managing director of Artisan partners and a portfolio manager on their credit team. We cover what has happened so far during the COVID-induced panic in the corporate high-yield, investment grade and loan markets, and compare today's environment to past crises.

03.12.2020

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Invest Like The Best

Ep.160

Oil Price War and Its Implications

Matt Smith is the CEO, and Ian Singer and Kobi Platt are Partners at Deep Basin Capital. We cover global oil supply and demand shocks, oil price war and its impact on US energy market, and long-term investing in the energy sector.

03.11.2020

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