Invest Like the Best with Patrick O'Shaughnessy

Max Simkoff - Redesigning the Home Buying Experience - [Founder’s Field Guide, EP. 47]

Suzanne Ciani - Exploring the Creative Process - [Invest Like the Best, EP. 239]

Sameer Shariff - Breaking Language Barriers - [Founder’s Field Guide, EP. 46 ]

Sridhar Ramaswamy - The Past, Present, and Future of Search - [Invest Like the Best, EP. 238]

Ernie Garcia - Disrupting the Auto Buying Experience - [Founder’s Field Guide, EP. 45]

Karen Karniol-Tambour - All Things Macro - [Invest Like the Best, EP. 237]

Sebastian Mejia - Mastering On-Demand Convenience - [Founder’s Field Guide, EP. 44]

Carl Kawaja - Wisdom from Decades of Investing - [Invest Like the Best, EP. 236]

Carl Kawaja, a portfolio manager at Capital Group, shares his long-term investment strategies, highlighting the importance of identifying distinctive businesses with durable competitive advantages. He contrasts Taiwan Semiconductor Manufacturing (TSMC), a technologically advanced company, with Vale, a Brazilian iron or...

Stewart Butterfield - We Don’t Sell Saddles Here - [Founder’s Field Guide, EP. 43]

Successful software innovation hinges on driving profound changes in human behavior rather than merely introducing new features. Stewart Butterfield, founder and CEO of Slack, emphasizes that creators often suffer from "owner's delusion," incorrectly assuming users possess the same deep context and intent as the builde...

Steve Mandel - Investing Behind Change - [Invest Like the Best, EP. 235]

In this episode, Steve Mandel, the founder of Lone Pine Capital, reflects on his impressive investing journey. He discusses how the investing landscape has changed, noting that shorting stocks has become more challenging due to increased competition and easy access to information. Mandel emphasizes the need to grasp a ...

Spenser Skates - Challenging Big Ideas - [Founder’s Field Guide, EP. 42]

David Sacks - How to Operate a SaaS Startup - [Invest Like the Best, EP. 234]

David Vélez - Building the Branchless Bank - [Founder’s Field Guide, EP. 41]

Balaji Srinivasan - Optimizing Your Inputs - [Invest Like the Best, EP. 233]

Michael Mayer - Business Boss Battles - [Founder’s Field Guide, EP. 40]

Marc Andreessen - Making the Future - [Invest Like the Best, EP. 232]

Software acts as a primary lever for economic efficiency, transforming physical processes into digital ones and re-coordinating resources to eliminate waste. While technological disruption causes short-term economic displacement, it ultimately drives productivity growth, higher wages, and better job opportunities. Stag...

Will Ahmed - Optimizing Human Performance – [Founder’s Field Guide, EP. 39]

Howard Marks - Embracing the Psychology of Investing - [Invest Like the Best, EP. 231]

Howard Marks, co-founder of Oaktree Capital, examines the nuances of investment decision-making, emphasizing that success relies on superior judgment rather than absolute certainty. Markets function as voting machines in the short term, driven by psychological extremes, and as weighing machines in the long term, govern...

Christina Cacioppo - Building the New Standard in Security – [Founder’s Field Guide, EP. 38]

John Harris - Resilience and Imagination - [Invest Like the Best, EP. 230]