
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.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

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

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

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

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

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

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

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

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

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