
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.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

Invest Like The Best
Ep.30
The Future of Asset Management
Ted Seides is the Founder of Capital Allocators and Brent Beshore is the CEO and founder of adventur.es. We cover the future of hedge fund fees, the role of industry dynamics in investment decision making, and setups conducive to a true long term investing strategy.
03.28.2017