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Colossus | Investing & Business Podcasts · Investment

Invest Like the Best with Patrick O'Shaughnessy

Conversations with the best investors and business leaders in the world. We explore their ideas, methods, and stories to help you better invest your time and money. Hear stock market and boardroom insights you can't find anywhere else. If you're a professional investor, CEO, entrepreneur, or business strategist, this is for you. Explore all our episodes and learn more at https://www.colossus.com

Episodes

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James Cameron - The Futurist - [Founders, Forever Episode]

29 Aug 2023
1h 15m
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James Cameron, a renowned filmmaker, explorer, and scientist, has achieved great success through his passion for difficult projects, groundbreaking storytelling, and unwavering confidence. His dedication to his vision, constant pursuit of excellence, and willingness to take creative control have led him to create some ...

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Lee Ainslie - Hedge Fund Maverick - [Invest Like the Best, EP. 341]

22 Aug 2023
1h 38m
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This podcast episode features an interview with Lee Ansley, the founder of Mavert Capital, who shares insights and lessons from his investing career at Tiger Management and building Maverick into a top-performing hedge fund. Ansley discusses the importance of integrity, ethics, and culture in the investment business an...

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Nick Kokonas - Know What You Are Selling – [Founder’s Field Guide, Forever Episode]

15 Aug 2023
1h 18m
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This podcast episode discusses various aspects of the restaurant business, including challenges and opportunities, innovative culinary techniques, and unique solutions to industry problems, inspiring business leaders and restaurateurs to pursue creative solutions in their work.

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Des Traynor - Real Talk about AI and Software - [Invest Like the Best, EP.340]

08 Aug 2023
1h 7m
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This podcast episode explores the opportunities and challenges of artificial intelligence (AI), particularly in the context of customer service, software development, and the investment landscape. The speakers discuss key topics such as leveraging AI to enhance customer experience, addressing frictions in AI implementa...

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Samo Burja - The Great Founder Theory of History - [Invest Like the Best, EP.339]

01 Aug 2023
1h 10m
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This podcast episode explores the critical role of "great founders" in shaping civilization's course, emphasizing their influence on institutions and social structures. Great founders are seen as individuals who break away from existing norms and establish new paradigms or organizations that endure. The discussion enco...

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Chris Paik - Venture Investing Frameworks - [Invest Like the Best, EP.338]

25 Jul 2023
1h 31m
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This episode extensively explores various groundbreaking concepts, delving into the complexities of data storage, transfer, human-computer interaction, and the dynamic investment landscape. It highlights the impact of technology on societies, the role of atomic value swaps in online content, the rise of VTubers and use...

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Josh Kushner - Building Thrive Capital - [Invest Like the Best, EP.337]

18 Jul 2023
1h 48m
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This podcast episode explores the unique investment approach and philosophy of Thrive Capital, a venture capital firm founded by Josh Kushner. The discussion covers Thrive's focus on investing in exceptional companies and people, their opportunistic strategy across stages and sectors, and the importance of long-term pa...

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Jeremy Giffon - Special Situations in Private Markets - [Invest Like the Best, EP.336]

11 Jul 2023
1h 44m
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This podcast episode delves into the complexities of private markets and the importance of considering the meta circumstances surrounding an investment decision rather than just the asset itself.

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Dave Yuan - A Primer on Vertical Market Software - [Invest Like the Best, EP.335]

04 Jul 2023
54m
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This podcast episode examines vertical market software (VMS) and vertical SaaS, discussing the challenges VMS companies faced due to COVID-19 and how vertical SaaS enabled businesses to adapt, such as Toast helping small businesses survive by enabling online delivery. It also explores the characteristics and challenges...

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Kevin Kelly - Be Generous and Unique - [Invest Like the Best, EP.334]

27 Jun 2023
1h 8m
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This podcast episode explores various topics, including the importance of self-awareness, authenticity, creativity, imagination, and kindness. It delves into the idea that the goal of life is to become fully oneself and encourages listeners to embrace their uniqueness and let go of societal expectations. The episode al...

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Justin Mares - The US Health Crisis - [Invest Like the Best, EP.333]

20 Jun 2023
1h 23m
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This podcast episode delves into the health crisis in the United States, exploring its underlying causes and potential solutions while also touching on relevant topics such as entrepreneurship and innovation in the food industry, challenges and opportunities in maintaining a healthy lifestyle, healthcare costs and the ...

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Scott Goodwin - Know The Names - [Invest Like the Best, EP.332]

13 Jun 2023
1h 13m
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This podcast episode delves into the intriguing world of credit investing, traversing key concepts like credit cycles, risk management, liquidity, and alpha generation, as well as highlighting the transformative journey of a successful investor. The discussion encompasses the evolution of investment strategies, from eq...

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Rolex: Timeless Excellence - [Business Breakdowns, Forever Episode]

06 Jun 2023
1h 3m
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Rolex stands out as a brand that emphasizes precision, quality, and heritage. The brand is known for its long-standing tradition and commitment to producing high-quality watches, making it a luxury brand that is highly sought after. Rolex's watches are admired for their timeless designs, durability, and investment pote...

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Kieran Goodwin - Imagination, Volatility, and the Pursuit of Alpha - [Invest Like the Best, EP.331]

30 May 2023
1h 2m
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This podcast explores the evolving landscape of private credit, the impact of interest rates on credit valuation, and the challenges of assessing its risks. Alternative investment strategies such as income share agreements for talented individuals and the potential of blockchain technology are also analyzed.<br>.

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Henry Schuck - Building ZoomInfo - [Invest Like the Best, EP.330]

23 May 2023
1h 34m
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This podcast episode explores the principles of building a championship team, overcoming pressure and driving high performance in sales, delving into the strategies for achieving success in the business world. The discussion covers unique data, workflow, generative AI in sales success, the remarkable growth of ZoomInfo...

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Karen Karniol-Tambour - Macro Headwinds vs. Tech Tailwinds - [Invest Like the Best, EP.329]

16 May 2023
38m
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This podcast episode explores the impact of technology, globalization, and geopolitical dynamics on economics, investment strategies and markets. Highlights include the challenges of monitoring economic indicators, managing risk with all-weather portfolios and understanding the complexity in measuring governance, polar...

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Fidji Simo - Creating Delightful Consumer Experiences - [Invest Like the Best, EP.328]

09 May 2023
1h 14m
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This podcast explores Fidji Simo's remarkable career path as a leader in tech companies, offering insights into the contrasting experiences between Facebook and Instacart. Furthermore, the discussion delves into important topics such as the role of AI in grocery shopping, Instacart's strategy towards profitability, the...

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Bessemer Venture Partners - Building a VC Firm that Lasts Centuries - [Invest Like the Best, EP.327]

02 May 2023
1h 18m
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This podcast episode explores Bessemer Venture Partners, a 116-year-old venture capital firm with a unique partnership model emphasizing individual autonomy, risk-taking, and collaborative decision-making. The firm's distinct approach empowers partners with investment authority, shared ownership, and a focus on contrar...

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Alexis Rivas - A New Blueprint for Homebuilding - [Invest Like the Best, EP.326]

25 Apr 2023
52m
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This podcast episode explores the complexities of the housing market in the United States and offers innovative insights into transforming the home construction industry. It delves into the skilled labor shortage and the issue of affordability. The discussion introduces Lego-like approaches, standardized wall panels, a...

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Dr. Peter Attia - The Portfolio to Live Longer - [Invest Like the Best, EP.325]

18 Apr 2023
1h 26m
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This podcast delves into various topics related to health, longevity, and personal growth, featuring discussions with experts on topics like optimal health, writing nonfiction, imposter syndrome, and the importance of lifestyle modifications in improving overall well-being. Key themes include embracing a holistic appro...

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