
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.
Featured

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.42
Building Something People Want to Buy
Andy Rachleff is the co-founder and CEO of Wealthfront. Previously he co-founded and was a long-time partner at Benchmark Capital. We cover Benchmark's founding strategy, product market fit, and Andy's transition from venture capitalist to operator at Wealthfront.
06.20.2017

Invest Like The Best
Ep.41
Quant vs. Traditional Investors and How Alphas Become Betas
Leigh Drogen has worked as a statistical arbitrage portfolio manager is the founder of Estimize, a data company that works with some of the world's largest hedge funds. We cover traits that help funds perform well, crowdsourcing in funds, and algorithms and automation.
06.13.2017

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