
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.111
The Past, The Present & Future of Quant
Cliff Asness is the managing and founding principal at AQR Capital Management. We cover the big issues facing quant investing, Sharpe Ratios, and the downward pressure on management fees.
11.13.2018

Invest Like The Best
Ep.110
Quant in Private Markets
Ryan Caldbeck is the co-founder of CircleUp, which brings a quantitative approach to private markets. We cover how to use computer vision to analyze consumer brands, the major predictive factors they've uncovered, and what the future for quant in private markets might look like.
10.30.2018

Invest Like The Best
Ep.109
Fintech and Trend Following
Howard Lindzon is an early-stage investor and the founder of Social Leverage. We cover what it means to be a trend follower, the major trends in fintech, and his take on the media landscape.
10.23.2018

Invest Like The Best
Ep.108
Esoteric Credit with Ali Hamed, Brian Harwitt, and Marc Porzecanski
Ali Hamed, Brian Harwitt, and Marc Porzecanski work together at CoVenture. We cover the landscape of esoteric credit with concrete examples, the current credit cycle, and key determents of success in the credit lending business.
10.16.2018

Invest Like The Best
Ep.107
The Bitcoin Standard
Saifedean Ammous is the author of the book the Bitcoin Standard. We cover the concept of hard money vs easy money, the idea of time preference, and how bitcoin is digital gold.
10.09.2018

Invest Like The Best
Ep.106
Pot Stocks, Tesla, and The “Wild Bill” Rule for Quants
Danny Moses was the head trader on the Frontpoint team led by Steve Eisman and was featured in the Big Short. We cover the cannabis industry, his short thesis on Tesla and Solar City, and what to consider when shorting companies
09.28.2018

Invest Like The Best
Ep.105
Machine Learning in Investing
Jeremiah Lowin is the founder of Prefect, a data infrastructure company. We cover machine learning in the world of investing, the importance of error minimization in data models, and detail into how tests are set up and deployed in machine learning.
09.25.2018

Invest Like The Best
Ep.104
Lessons from Two Years of the Podcast
This episode marks the two-year anniversary of Invest Like the Best. I cover the motivation for starting the podcast two years ago, my favourite question from over 100 episodes, and the four most common traits that I see time and again in my guests.
09.18.2018

Invest Like The Best
Ep.103
How Employers and Employees Should Build Careers
Kathryn Minshew is the co-founder and CEO of the Muse, a career development platform. We cover how companies should market to prospective employees, how employees should represent themselves to employers, and the most common mistakes she sees across the hiring landscape.
09.11.2018

Invest Like The Best
Ep.102
Crowdsourcing Predictive Algorithms
Richard Craib is the founder and CEO of Numerai. We discussed machine learning, blockchain, and how Numerai uses both to build better investing models.
09.04.2018