
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.115
If You Can’t Sell Them, Compete with Them
Keith Rabois has a storied and diverse background as an investor, entrepreneur, and executive. We cover his idea that every world-changing company needs a "secret" and an "anomaly", some of his biggest contrarian views, and advice he would give people early in their careers.
12.18.2018

Invest Like The Best
Ep.114
High Yield Credit Investing
Bryan Krug is a managing director of Artisan Partners and a portfolio manager on the Credit team. We cover the construction of a high yield portfolio, benefits of high yield investments, and mispricings in the high yield market.
12.11.2018

Invest Like The Best
Ep.113
Leadership Through Hard Conversations
Maureen Chiquet is the former long-time CEO of Chanel. We cover striking a balance between tradition and innovation, how to find purpose in your work, and the importance of having courageous conversations.
12.04.2018

Invest Like The Best
Ep.112
Building Picks and Shovels
Hunter Walk is the cofounder of the venture capital firm Homebrew. We cover the lessons he learned during his time at Google and YouTube, the current investments that Homebrew is interested in, and the major trends he has seen over the course of his first 3 funds.
11.27.2018

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