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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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Marc Andreessen - The Battle For Tech Supremacy - [Invest Like the Best, EP.410]

11 Feb 2025
1h 24m
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This Invest Like the Best episode features an interview with Marc Andreessen, co-founder of Andreessen Horowitz, focusing on the implications of DeepSeek's open-source AI. The conversation covers DeepSeek's impact on AI accessibility and cost reduction, the resulting winners and losers in the tech landscape (users ben...

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Graham Duncan - Talent Whisperer - [Invest Like the Best, EP.409]

04 Feb 2025
2h 18m
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This podcast features an interview with Graham Duncan, a highly successful investor, focusing on his insights into talent identification, building successful investment platforms, and fostering positive feedback loops. The conversation explores Duncan's philosophy of finding exceptional individuals and creating optima...

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Blake Hall - Combat, Service, and Innovation - [Invest Like the Best, EP.408]

28 Jan 2025
1h 34m
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This Invest Like the Best episode features an interview with Blake Hall, co-founder and CEO of ID.me, a digital identity network. The conversation begins with Hall's experiences in the US Army, specifically his time leading scout sniper missions in Iraq, highlighting lessons learned in leadership and team dynamics tha...

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Dylan Field - Designing The Future - [Invest Like the Best, EP.407]

21 Jan 2025
46m
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This Invest Like the Best episode features an interview with Dylan Field, co-founder and CEO of Figma. The conversation begins with a broad overview of the current tech landscape and then delves into Figma's journey, including the challenges of building in private for several years before launching. A significant por...

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Tal Zaks - Bridging Science, Medicine, and Returns - [Invest Like the Best, EP.406]

14 Jan 2025
1h 22m
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This Invest Like the Best podcast episode features an interview with Tal Zaks, a physician scientist and biotech investor. The conversation begins with Zaks summarizing his career journey, transitioning from medical research and drug development (including his role at Moderna during COVID-19 vaccine development) to ve...

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Gaurav Misra & Dwight Churchill - Building Captions - [Invest Like the Best, EP.405]

07 Jan 2025
1h 6m
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This podcast explores the fascinating world of AI in video creation and editing, highlighting the journey of Captions, a company harnessing AI to produce and edit talking videos. The hosts compare AI's capabilities in handling specific tasks like video generation to its limitations in general intelligence. They emphasi...

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Jack Kokko - Building AlphaSense - [Invest Like the Best, EP.404]

31 Dec 2024
50m
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In this episode of the Invest Like the Best podcast, Patrick O'Shaughnessy interviews Jack Kokko, the CEO of AlphaSense, a cutting-edge market intelligence platform powered by AI. They dive into AlphaSense's journey, highlighting its transformation from a mere aggregator of fragmented financial information to a state-o...

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Jared Kushner - The Mechanic - [Invest Like the Best, EP.403]

20 Dec 2024
2h 55m
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In this episode of the podcast, Jared Kushner shares his distinctive approach to problem-solving and investing. He highlights the significance of listening, building trust, and crafting creative win-win solutions, drawing on his experiences in real estate, government—including his roles in Operation Warp Speed and the ...

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Scott Wu - Building Cognition - [Invest Like the Best, EP.402]

17 Dec 2024
1h 14m
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In this episode of the Invest Like the Best podcast, we dive into two fascinating discussions. First, Scott Wu, co-founder and CEO of Cognition, talks about Devin, an AI-powered software engineer. They explore the evolving landscape of software engineering, focusing on Devin's innovative capabilities and how AI can mak...

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Micky Malka - Building Ribbit - [Invest Like the Best, EP.401]

10 Dec 2024
1h 33m
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In this episode, we dive into a fascinating conversation with Micky Malka, the founder of Ribbit Capital, a leading fintech investment firm. Malka shares Ribbit's bold and unconventional investment strategy, which focuses on identifying and supporting "compounders"—companies poised for long-term growth—across various s...

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Chetan Puttagunta and Modest Proposal - Capital, Compute & AI Scaling - [Invest Like the Best, EP.400]

06 Dec 2024
1h 36m
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In this episode of the Invest Like the Best podcast, Chetan Puttagunta and Modest Proposal delve into the evolving landscape of Large Language Models (LLMs). They explore the shift from pre-training to test-time compute as a new scaling strategy, highlighting its implications for investment in both public and private s...

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Ronnie Fieg - Building Kith - [Invest Like the Best, EP.399]

03 Dec 2024
1h 27m
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In this episode, Ronnie Fieg, the founder and CEO of Kith, shares his journey through the fashion and retail world. He discusses his distinctive product philosophy, which centers on truly understanding consumers and a steadfast commitment to quality and authenticity. Fieg aims to create products that evoke emotional co...

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Gabe Whaley - Building MSCHF - [Invest Like the Best, EP.398]

26 Nov 2024
1h 18m
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In this episode, we hear from Gabe Whaley, the founder and CEO of MSCHF, a company celebrated for its bold and viral creations. The conversation delves into MSCHF's distinctive approach to cultural production, highlighting their commitment to uninhibited creativity and a readiness to challenge norms across various fiel...

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Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, REPLAY]

22 Nov 2024
1h 27m
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In this episode of Invest Like the Best, host Patrick O'Shaughnessy sits down with Brad Jacobs, a seasoned entrepreneur who has launched seven billion-dollar companies. They dive into Jacobs's approach to mergers and acquisitions, highlighting his focus on scalability, making strategic acquisitions at favorable multipl...

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Ernie Garcia - Leading Through Crisis - [Invest Like the Best, EP.397]

12 Nov 2024
1h 13m
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In this episode, Ernie Garcia III, co-founder and CEO of Carvana, shares insights into the company's impressive recovery after a staggering 99% drop in stock price. He credits their survival to a dedicated team, a commitment to prioritizing essential tasks, and a strong belief in their long-term vision. Garcia highligh...

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Andrew Homan & Chris Miller - Redefining Semiconductor Progress - [Invest Like the Best, EP.396]

05 Nov 2024
1h 27m
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In this episode of Invest Like the Best, Andrew Homan and Chris Miller dive into the semiconductor industry, focusing on the significant shift driven by AI's increasing demand for computing power. They discuss the hurdles faced by established companies like Intel as they try to adapt to these changes. The conversation ...

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Boyd Varty - Becoming A Meaning Maker - [Invest Like the Best, EP.395]

29 Oct 2024
1h 3m
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In this podcast episode, Boyd Varty, a lion tracker and storyteller, explores the powerful impact of storytelling in our lives, both personally and professionally. He shares his journey of "story hunting," seeking meaning and purpose, while highlighting how fear and leadership shape our experiences. Varty offers valuab...

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Tobi Lütke - Building Islands of Innovation - [Invest Like the Best, EP.394]

22 Oct 2024
1h 8m
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In this episode of the podcast, Tobi Lutke, the CEO of Shopify, delves into the revolutionary impact of AI on the tech industry and how Shopify is evolving in response. He draws comparisons to previous technological waves, sharing his enthusiasm and humility as he discusses AI's potential to boost creativity and stream...

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Matt Perelman & Alex Sloane - The Art of Franchise Investing - [Invest Like the Best, EP.393]

15 Oct 2024
1h 42m
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In this podcast episode, Matt Perelman and Alex Sloane, co-founders of Garnett Station Partners, explore the ins and outs of franchise investing. They share their experiences, from a difficult Burger King acquisition to navigating the challenges of the COVID-19 pandemic. Highlighting the crucial franchisor-franchisee r...

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Kareem Zaki - Small Ideas Attract Competition - [Invest Like the Best, EP.392]

08 Oct 2024
1h 28m
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In this podcast episode, Kareem Zaki, a general partner at Thrive Capital, shares valuable insights from his ten years of strategic investing in industry-defining companies. He discusses Thrive's investment philosophy, which focuses on a long-term vision, strong partnerships, and a lifecycle investing approach that max...

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