
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.94
The Future of Media
Niel Robertson is the co-founder and CEO of influence.co. We cover the current media landscape, the role the largest media platforms will play, and future opportunities in the industry.
07.03.2018

Invest Like The Best
Ep.93
The Past, Present & Future of ETFs
Eric Balchunas is the senior ETF analyst at Bloomberg and the author of the Institutional ETF toolbox. We cover Eric’s favorite ETF tickers, the pros and cons of ETFs versus other investment vehicles, and the largest areas of opportunities for new ETFs.
06.26.2018

Invest Like The Best
Ep.92
New Angles on Crypto
Kyle Samani and Tushar Jain are managing partners at Multicoin Capital. We cover store-value vs utility-value of cryptocurrencies, factors for evaluating a cryptocurrency, and why blockchains may not matter at all in ten years.
06.19.2018

Invest Like The Best
Ep.91
Tim Cook’s Dashboard
Michael Reece is the chief data scientist for Neuberger Berman. We cover the advantages of data in the investment process, machine learning, and the shift from being data-informed to data-driven.
06.12.2018

Invest Like The Best
Ep.90
Investing in Artificial Intelligence
Ash Fontana is a managing partner at venture capital firm, Zetta. We cover the stages in which AI will be enabled, major components of the enterprise stack that he focuses on for AI, and why companies that are AI from the start will have a significant advantage in the space.
06.05.2018

Invest Like The Best
Ep.89
The Darkest Night: Lessons from Battle and Value Investing
Mike is the founder of Sententia Capital Management, having been a Navy SEAL for the best part of a decade in the aftermath of 9/11. We cover his experiences and lessons as a SEAL, his transition to value investing, and what markers he looks for when finding investments.
05.29.2018

Invest Like The Best
Ep.88
Data, Decisions, and Basketball
Sam Hinkie worked for more than a decade in the NBA with the Houston Rockets, and then most recently as the President and GM of the Philadelphia 76ers. We cover data analytics, Sam's philosophy on recruiting, and his framework for making long term decisions.
05.22.2018

Invest Like The Best
Ep.87
Pulling the Thread
Tren Griffin is a director at Microsoft and has written several books. We cover concepts of value creation vs value capture, attributes of scalable businesses, and how hip-hop can help to reach more people.
05.15.2018

Invest Like The Best
Ep.86
Opportunities in Public and Private Markets
Jason Karp is the founder and CIO of Tourbillon Capital Partners. We cover activity in the public and private markets, opportunities in the health and wellness sector, and investing in the cannabis industry.
05.08.2018

Invest Like The Best
Ep.85
A Value Investor Lost in the Valley
Chris Douvos is Founder of AHOY Capital. We cover the venture capital landscape, where things might be going, and portfolio construction in VC.
05.01.2018