
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.40
Bail Street, with NYC’s Leading Bail Bondsman
Ira Judelson is the leading bail bondsman in New York City. We cover the business of being a bail bondsman, some of his most memorable clients including Dominique Strauss-Kahn and DMX, and his advice for younger people just starting out in their careers.
06.06.2017

Invest Like The Best
Ep.39
The Human Blitzkrieg
David Chilton is a venture capitalist, author, investor, and television personality from Waterloo, Ontario. We cover business, investing, and writing.
05.30.2017

Invest Like The Best
Ep.38
The Art of Asset Allocation
David Salem was the founding president and CIO for The Investment Fund for Foundations and currently is CIO of the Windhorse Group. We cover foundations of asset allocation, first principles thinking, and the history of the Yale and Harvard endowment models.
05.23.2017

Invest Like The Best
Ep.37
Man + Machine, Moats, and Power of the Outside View
Michael Mauboussin is the Head of Global Financial Strategies at Credit Suisse. We cover moats and base rates, the active-passive debate, and the shift from public to private markets.
05.16.2017

Invest Like The Best
Ep.36
How Skilled Capital Allocators Compound Capital
Will Thorndike is an author and investor whose book The Outsiders is one of the best examinations of CEOs and capital allocation. We cover how these CEOs were contrarians in business tactics, lessons for business capital allocation, and Will's experience in private equity.
05.09.2017

Invest Like The Best
Ep.35
The Bet With Buffett
Ted Seides is the host of the Capital Allocators podcast. We cover the details of his bet with Warren Buffett, how anyone can replicate hedge fund strategies with public market alternative, and assess the performance of the S&P 500.
05.02.2017

Invest Like The Best
Ep.34
The Big Short and Beyond
Danny Moses has worked on Wall Street for 20 years and was the head trader at FrontPoint during the 2008 crisis. We cover his part in the Big Short story, how the sell-side has evolved over the years, and how he thinks about valuations as part of the bottom-up framework.
04.25.2017

Invest Like The Best
Ep.33
REALLY Private Equity
Royce Yudkoff and Rick Ruback are Harvard Business School professors. We cover how students in their class practically learn to search for, acquire, and run a small business directly after graduation.
04.18.2017

Invest Like The Best
Ep.32
The Art of Tracking
Boyd Varty is a lion tracker, life coach, and storyteller. We cover tracking and how the same strategy for pursuing animals in the wild can be applied to all aspects of our lives, the dangers of a goal-oriented mindset, and what he learned from spending time with Nelson Mandela.
04.11.2017

Invest Like The Best
Ep.31
Quant Hedge Funds and the Fear of Death
Khe Hy rose to be one of the youngest MDs at Blackrock. We cover the hedge fund landscape, what investors should look for in hedge fund managers, and the four pillars that he lives by.
04.04.2017