Invest Like the Best with Patrick O'Shaughnessy
Colossus | Investing & Business Podcasts
Episodes
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Vlad Barbalat - Investing $120 Billion in Permanent Capital - [Invest Like the Best, EP.479]
Liberty Mutual's mutual insurance structure provides a long-term capital platform that is free from shareholder pressures, enabling strategic and innovative investments.
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Kareem Amin - The Unusual Approach to Company Building - [Invest Like the Best, EP.478]
Authenticity and core values such as truth, justice, and courage serve as guiding principles for principled leadership.
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Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]
Understanding where a company or technology is on its S-curve is crucial for timing investments and predicting exponential growth.
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Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - [Invest Like the Best, EP.476]
Dara believes true leadership involves simplifying complex problems into manageable parts and systematically addressing each challenge.
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Dan Loeb - Lessons from 30 Years of Investing - [Invest Like the Best, EP.475]
Market hysterias and investor psychology often create opportunities for disciplined fundamental investors.
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Darren Farber on Iran, China, and the Rise of Neoprimes - [Invest Like the Best, EP.474]
Success in modern conflicts is largely defined by political objectives, such as securing vital strategic choke points and degrading adversary capabilities.
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Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]
Physical constraints such as Watts (power supply) and wafers (semiconductor capacity) will heavily influence the future of AI scaling and innovation.
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Krishna Rao - Anthropic's CFO on Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence - [Invest Like the Best, EP.472]
Compute is central to AI development and must be managed with discipline, flexibility, and strategic planning to stay at the research frontier.
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Brian Chesky - AI Founder Mode - [Invest Like the Best, EP.471]
Founders often need to transition into CEO roles through deliberate learning and hands-on management, especially during crises.
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Paul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.470]
Risk management is crucial both for traders and investors, especially in a rapidly evolving technological landscape like AI.
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Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.469]
The demand for advanced AI models and tokens is exploding, with willingness to pay reaching near unlimited levels due to their utility in various high-value applications.
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Alex Karnal - The Trillion-Dollar Health Revolution - [Invest Like the Best, EP.468]
GLP-1 medicines are at the forefront of a health revolution, proving that proactive, layered approaches to disease prevention can significantly extend healthy lifespan.
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Scott Nolan - SpaceX, Founders Fund, and Rebuilding American Uranium Enrichment - [Invest Like the Best, EP.467]
Avoid industry trends that attract many competitors to find underexploited opportunities with high impact.
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Alan Waxman - Private Credit and the Modern Financial System - [Invest Like the Best, EP.466]
The roots of current financial market issues trace back to systemic incentives and the evolution of regulatory guardrails, from the 1933 Glass-Steagall Act to modern Basel III regulations.
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Sergey Levine - Building LLMs for the Physical World - [Invest Like the Best, EP.465]
Not summarized yet
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Mitchell Green - Lessons from Cold Calling 10,000 Companies - [Invest Like the Best, EP.464]
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William Hockey - Building the Operating System for the Dollar and Silicon Valley Heresy - [Invest Like the Best, EP.463]
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Shyam Sankar - Celebrating Heretics - [Invest Like the Best, EP.462]
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John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]
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Dan Sundheim - The Art of Public and Private Market Investing - [Invest Like the Best, EP.460]
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