Podcasts by Invest Like the Best with Patrick OShaughnessy

Gavin Uberti - Real-Time AI&The Future of AI Hardware - [Invest Like the Best, EP.356] from 2023-12-12T09:00

Today, my guest is 21-year-old Gavin Uberti, who dropped out of Harvard to build Etched, which is one of the most fascinating companies I’ve seen. The topic of our conversation is the ongoing revol...

A Conversation with Charlie Munger&John Collison - [Invest Like the Best, EP.355] from 2023-12-05T09:00

Today, we’re releasing a conversation between John Collison and Charlie Munger. We've had this interview with Charlie scheduled to air for a while, coinciding with Stripe Press's launch of the amaz...

Peter Fenton&Victor Lazarte - Purpose and Partnership - [Invest Like the Best, EP.354] from 2023-11-28T09:00

My guests this week are Peter Fenton and Victor Lazarte. Peter and Victor are both General Partners at Benchmark. Of the six equal partners at the storied venture firm, Peter is the longest serving...

Lior Susan - Leave the World Better than You Found It - [Invest Like the Best, EP.353] from 2023-11-21T09:00

Today's episode is a conversation with Lior Susan, the Founder of Eclipse Ventures, whose mission is to unlock solutions to age-old physical industry problems through the intersection of bits and a...

Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, EP.352] from 2023-11-14T09:00

My guest today is Brad Jacobs. Brad’s resumé is remarkable. He has founded seven companies, all of which are billion-dollar or multibillion-dollar businesses. He has done 500 M&A transactions and r...

Elizabeth Zalman&Jerry Neumann - Founder vs Investor - [Invest Like the Best, EP.351] from 2023-11-07T09:00

My guests this week are Elizabeth Zalman and Jerry Neumann. Jerry has been on this show two times before. He’s an early-stage Venture Capitalist, an adjunct professor of entrepreneurship, and an ex...

Palmer Luckey - Inventing the Future of Defense - [Invest Like the Best, EP.350] from 2023-10-31T08:00

My guest today is Palmer Luckey. Palmer is the founder of Defense company Anduril Industries, which makes next-generation military technology for the US and its allies. Since bringing the company t...

Aswath Damodaran - Making Sense of the Market Pt. 2 - [Invest Like the Best, EP.349] from 2023-10-24T08:00

Today’s guest is Aswath Damodaran, who is joining us for a second time on Invest Like the Best. Aswath is a Professor of Finance at NYU’s Stern School of Business and is often referred to as the De...

Patrick Collison&John Collison - A Business State of Mind - [Invest Like the Best, EP.348] from 2023-10-17T08:00

My guests this week are the co-founders of Stripe, Patrick and John Collison. My conversation with John in 2020 is still one of our most popular. A key theme that emerged from that first discussion...

Strauss Zelnick - Playing to Your Strengths - [Invest Like the Best, EP.347] from 2023-10-10T08:00

My guest this week is Strauss Zelnick, the CEO of leading game publisher Take-Two Interactive. Maybe most well-known for its hugely successful Grand Theft Auto game, Take-Two is a sophisticated, to...

Rick Buhrman&Paul Buser - Find Your X, Nurture Your N - [Invest Like the Best, EP.346] from 2023-10-03T08:00

My guests this week are Rick Buhrman and Paul Buser. Rick and Paul spent over a decade managing the public equity portfolio at Notre Dame’s Endowment before leaving in 2020 to set up a permanent ca...

Jack Altman&Miles Grimshaw - Building and Investing in Lattice - [Invest Like the Best, EP.345] from 2023-09-26T08:00

My guests today are Jack Altman and Miles Grimshaw. Jack is the co-founder and CEO of Lattice, an HR software platform. Miles is a General Partner at Benchmark, an early investor and Board Director...

Michael Simanovsky - A Platform Approach to Real Estate - [Invest Like the Best, EP.344] from 2023-09-19T08:00

My guest today is Michael Simanovsky. Mike is the Managing Partner of Conversant Capital, a real estate investment firm he founded in early 2020. Conversant aims to be the most flexible capital pro...

David Senra - In Service of Founders - [Invest Like the Best, EP.343] from 2023-09-12T08:00

My guest today is David Senra, the creator and host of Founders Podcast. With an incredible appetite for biographies, David has delved into the lives of over three hundred entrepreneurs, extracting...

Will England - A Primer on Multi-Strategy Hedge Funds - [Invest Like the Best, EP.342] from 2023-09-05T08:00

My guest today is Will England, the CEO and Co-CIO of Walleye Capital. Walleye is a multi-strategy hedge fund headquartered in Minnesota that manages around $5 billion. Our conversation is a primer...

James Cameron - The Futurist - [Founders, Forever Episode] from 2023-08-29T08:00

Almost exactly a year ago, Colossus entered into a partnership with David Senra and the Founders podcast to join the Colossus network. The show has since exploded with more devoted fans than any po...

Lee Ainslie - Hedge Fund Maverick - [Invest Like the Best, EP. 341] from 2023-08-22T08:00

My guest today is Lee Ainslie, the founder of Maverick Capital. Lee started his investing career at Tiger Management where he worked for Julian Robertson. In 1993, he left to start Maverick and has...

Nick Kokonas - Know What You Are Selling – [Founder’s Field Guide, Forever Episode] from 2023-08-15T08:18

Today, we are running a special episode from our show Founder's Field Guide. In this conversation, Nick Kokonas shares his experience of bringing a business mindset to the restaurant industry. It i...

Des Traynor - Real Talk about AI and Software - [Invest Like the Best, EP.340] from 2023-08-08T08:00

My guest today is Des Traynor. Des is the co-founder and Chief Strategy Officer of Intercom - a customer service solution that helps businesses answer product questions, offer instant support, and ...

Samo Burja - The Great Founder Theory of History - [Invest Like the Best, EP.339] from 2023-08-01T08:00

My guest today is Samo Burja. Samo is the founder of consulting firm, Bismark Analysis, and has dedicated his life’s work to understanding why there has never been an immortal society. His research...

Chris Paik - Venture Investing Frameworks - [Invest Like the Best, EP.338] from 2023-07-25T08:00

My guest today is Chris Paik, who is a General Partner at early-stage venture firm, Pace Capital. Before Pace, Chris spent eight years building and investing alongside last week’s guest, Josh Kushn...

Josh Kushner - Building Thrive Capital - [Invest Like the Best, EP.337] from 2023-07-18T08:00

My guest today is Josh Kushner, founder and managing partner of venture firm, Thrive Capital. Josh started Thrive in 2010 and launched its first institutional fund in 2011. That first institutional...

Jeremy Giffon - Special Situations in Private Markets - [Invest Like the Best, EP.336] from 2023-07-11T08:00

My guest today is Jeremy Giffon. I spend all my time trying to find people who have some “singularity” to them. People who seem like they can do an N of 1 something. Having spent many days with Jer...

Dave Yuan - A Primer on Vertical Market Software - [Invest Like the Best, EP.335] from 2023-07-04T08:00

My guest today is Dave Yuan. Dave is the Founder and Partner of Tidemark Capital, which he started in 2021 after 15 years as a General Partner at Technology Crossover Ventures. Dave has been invest...

Kevin Kelly - Be Generous and Unique - [Invest Like the Best, EP.334] from 2023-06-27T08:00

My guest today is Kevin Kelly. Kevin co-founded Wired magazine and has published a number of seminal books and essays on technology over the past three decades. I have devoured everything Kevin has...

Justin Mares - The US Health Crisis - [Invest Like the Best, EP.333] from 2023-06-20T08:00

My guest this week is Justin Mares. Justin is the founder of TrueMed and has previously founded three different health food brands that collectively do $100M+ in annual revenue.  Every time I speak...

Scott Goodwin - Know The Names - [Invest Like the Best, EP.332] from 2023-06-13T08:00

My guest this week is Scott Goodwin. Scott is the co-founder and managing partner of Diameter Capital Partners, which he started as a credit hedge fund in 2017 and has expanded into a $13 billion i...

Rolex: Timeless Excellence - [Business Breakdowns, Forever Episode] from 2023-06-06T08:00

Today, we are running a special episode from our show Business Breakdowns. In this conversation, Ben Clymer does an incredible job breaking down what makes Rolex so special. If you enjoy this episo...

Kieran Goodwin - Imagination, Volatility, and the Pursuit of Alpha - [Invest Like the Best, EP.331] from 2023-05-30T08:00

My guest today is Kieran Goodwin. Kieran spent over two decades at the frontier of credit investing. During the global financial crisis, he was a Partner and Head of Trading at King Street Capital,...

Henry Schuck - Building ZoomInfo - [Invest Like the Best, EP.330] from 2023-05-23T08:00

My guest today is Henry Schuck, the founder and CEO of ZoomInfo. I’ve gotten to know Henry over the past year by virtue of him being on the board of Tegus, where I’m a board observer. I meet a lot ...

Karen Karniol-Tambour - Macro Headwinds vs. Tech Tailwinds - [Invest Like the Best, EP.329] from 2023-05-16T08:00

Today’s conversation was recorded during last week’s Sohn Conference. I sat down with Karen Karniol-Tambour, Co-CIO at Bridgewater Associates. I hosted Karen on this show two years ago and if you l...

Fidji Simo - Creating Delightful Consumer Experiences - [Invest Like the Best, EP.328] from 2023-05-09T08:00

My guest this week is Fidji Simo, the CEO of Instacart. Fidji grew up in a small town in the South of France and was the first person in her family to graduate from high school. Since then, she has...

Bessemer Venture Partners - Building a VC Firm that Lasts Centuries - [Invest Like the Best, EP.327] from 2023-05-02T08:00

My guests this week are Jeremy Levine, Kent Bennett, and Brian Feinstein. They are partners at one of the oldest and most storied venture firms in the world, Bessemer Venture Partners. Our conversa...

Alexis Rivas - A New Blueprint for Homebuilding - [Invest Like the Best, EP.326] from 2023-04-25T08:00

My guest this week is Alexis Rivas. Alexis is the co-founder and CEO of Cover, which is pioneering a new way of building homes. It’s no surprise to anyone that aspects of our housing market is brok...

Dr. Peter Attia - The Portfolio to Live Longer - [Invest Like the Best, EP.325] from 2023-04-18T08:00

My guest this week is Dr. Peter Attia. I’ve had Peter on the show twice before but it’s been over 5 years since his last appearance. In that period, his work has exploded and today he’s one of the ...

Scott Davis&Rob Wertheimer - Lessons from the Industrial Titans - [Invest Like the Best, EP.324] from 2023-04-11T08:00

My guests today are Scott Davis and Rob Wertheimer. Scott and Rob head up Melius Research and are the authors of a great book called Lessons from the Titans. The book explains what the industrial g...

Sam Hinkie, Boyd Varty, Charlie Songhurst - Trail Magic - [Invest Like the Best, EP.323] from 2023-04-04T08:00

Today’s episode is a little different. Rather than share a new conversation, I have put together a few of my favourites from the past six and a half years of doing this show. I often listen back to...

David Senra - Passion&Pain - [Invest Like the Best, Forever Episode] from 2023-03-31T08:00

Hello everyone. A few days ago, we discussed what we call forever episodes, which are the few episodes of our show that we think will be as popular a decade from now as they are today. When I re-li...

David Einhorn - The Long and Short of Investing - [Invest Like the Best, EP.322] from 2023-03-28T08:00

My guest today is David Einhorn. David is the President of Greenlight Capital, a long-short hedge fund that he co-founded in 1996. He is a prominent value investor with a reputation for rigorous se...

Avi Goldfarb - The Economic Impact of AI - [Invest Like the Best, EP.321] from 2023-03-21T08:00

My guest today is Avi Goldfarb. Avi is a Professor at the University of Toronto’s Rotman School of Management, the Rotman Chair in Artificial Intelligence and Healthcare, as well as the co-author o...

Auren Hoffman - A Deep Dive on Data - [Invest Like the Best, EP.320] from 2023-03-14T08:00

My guest this week is Auren Hoffman. Auren is the CEO of Safegraph, which curates data on physical locations. He also founded LiveRamp, a public data connectivity business. Auren knows more about d...

Trae Stephens - Find Good Quests - [Invest Like the Best, EP.319] from 2023-03-07T09:00

My guest this week is Trae Stephens. Trae is a partner at Founders Fund and co-founder and Executive Chairman of Anduril. Trae’s philosophy can be boiled down to finding good quests, which has led ...

Doug Leone - Lessons from a Titan - [Invest Like the Best, EP.318] from 2023-02-28T09:00

My guest this week is Doug Leone. Doug led one of the world’s most successful venture firms, Sequoia, for over 25 years after he was given responsibility for the firm by its founder, Don Valentine,...

Tim Urban - Idea Labs and High-Rung Thinking - [Invest Like the Best, EP.317] from 2023-02-21T09:00

I’m excited to share this conversation with Tim Urban. Tim is, in my opinion, one of the best and most engaging writers of our era. He’s tackled many of the most interesting topics in the world fro...

Dan Rose - How Stunning Founders Operate - [Invest Like the Best, EP.316] from 2023-02-14T09:00

My guest today is Dan Rose. Dan is the chairman of Coatue Ventures and has one of the most interesting collections of experiences of anyone I’ve talked to. He spent 20 years at Amazon and Facebook ...

Jeff Green - Modernizing Advertising - [Invest Like the Best, EP.315] from 2023-02-07T09:00

My guest today is Jeff Green, the CEO and co-founder of advertising platform, The Trade Desk. The Trade Desk is the second advertising exchange Jeff has built, having sold his first venue to Micros...

Carl Kawaja - Dealing with Regime Change - [Invest Like the Best, EP.314] from 2023-01-31T09:00

My guest this week is Carl Kawaja. It’s the second time I’ve had Carl on the show and my first conversation with him is one I go back to often. Carl is a portfolio manager at Capital Group, where h...

Daryl Morey - Systems Thinking in Sports - [Invest Like the Best, EP.313] from 2023-01-24T09:00

My guest this week is Daryl Morey, who is President of basketball operations for the Philadelphia 76ers. Daryl is a computer science graduate but has become one of the NBA’s most successful General...

Miles Grimshaw - The DNA of Software Companies - [Invest Like the Best, EP.312] from 2023-01-17T09:00

My guest today is Miles Grimshaw. Miles is in his early thirties and is a General Partner at Benchmark. His experience and success belie his age. He was an early investor in Segment, Benchling, and...

John Fio - Creating Magic for Consumers - [Invest Like the Best, EP.311] from 2023-01-10T09:00

My guest today is John Fiorentino. John is a product inventor and entrepreneur who, in the space of a few years, has bootstrapped four products; Gravity Blanket, Moon Pod, Moon Pals, and Birthdate...

Amjad Masad - The Future of Software Creation - [Invest Like the Best, EP.310] from 2023-01-03T09:00

My guest today is Amjad Masad. Amjad is the founder and CEO of Replit, whose mission is to bring the next billion software creators online. Replit has built a browser-based coding environment that...

Rebecca Lynn - Finding Your Customers - [Invest Like the Best, EP.309] from 2022-12-27T09:00

My guest this week is Rebecca Lynn. Rebecca co-founded early-stage investor Canvas Ventures in 2013 and is regularly featured as one of the best VCs in the market. She has deep positioning and go-t...

Michael Mauboussin - Sharpening Investor&Executive Toolkits - [Invest Like the Best, EP.308] from 2022-12-20T09:00

My guest this week is Michael Mauboussin. Many of you will know Michael and his work well. He’s Head of Consilient Research at Counterpoint Global, one of the sharpest investment minds I know, and ...

Jeremiah Lowin: Explaining the New AI Paradigm - [Invest Like the Best, EP.307] from 2022-12-13T09:00

My guest this week is Jeremiah Lowin. Jeremiah has been on the podcast a number of times over the years. He’s one of my oldest friends who has been a sounding board for me throughout my career. Tod...

Bill Lenehan: Investing in Commercial Real Estate - [Invest Like the Best, EP.306] from 2022-12-06T09:00

My guest today is Bill Lenehan. Bill is the CEO of Four Corners Property Trust, a listed REIT and one of the leading owners of restaurant real estate in the US. Their portfolio is made up of 982 pr...

Ron Howard and Brian Grazer - Box Office Business - [Invest Like the Best, EP.305] from 2022-11-29T09:00

Today I’m joined by two Hollywood greats, Ron Howard and Brian Grazer. They have produced, directed, written, and acted in a number of the most popular films and tv shows ever made, including Apoll...

Shane Battier - The No-Stats All-Star - [Invest Like the Best, EP.304] from 2022-11-22T09:00

Today’s episode is a special one, in a format that may turn into a series. It is a conversation between Ravi Gupta and Shane Battier. Ravi is a partner at Sequoia, one of our most popular past gues...

Parker Conrad - Building a Compound Company - [Invest Like the Best, EP.303] from 2022-11-15T09:00

My guest today is Parker Conrad, co-founder and CEO of Rippling. I wanted to speak to Parker because he is building Rippling in a way that we don’t come across often. Rather than focus narrowly on ...

Bob Elliott - A Macro Tour - [Invest Like the Best, EP.302] from 2022-11-08T09:00

My guest today is Bob Elliott, the CEO and CIO of Unlimited, which creates low-cost index ETFs for alternative investment strategies. Prior to co-founding Unlimited, Bob was a senior investment ex...

Kirsten Green - Investing in Consumer Change - [Invest Like the Best, EP.301] from 2022-11-01T08:00

My guest today is Kirsten Green, founder and managing partner at Forerunner Ventures. Kirsten launched Forerunner in 2012 and has built it into a leading consumer-focused venture firm with early in...

Jason Droege - Building Uber Eats - [Invest Like the Best, EP.300] from 2022-10-25T08:00

My guest today is Jason Droege, a venture partner at Benchmark. Jason’s had a long entrepreneurial career, which most recently culminated in building and leading Uber Eats. He joined Uber in 2014 w...

Paul Orfalea - It’s About the Money - [Invest Like the Best, EP.299] from 2022-10-18T08:00

My guest today is Paul Orfalea. Paul founded Kinkos, the popular copy chain, in 1970. He started with a single photocopy shop in California and grew the business into a $2 billion multinational ope...

Madhavan Ramanujam - How to Price Products - [Invest Like the Best, EP.298] from 2022-10-11T08:00

My guest today is Madhavan Ramanujam. Madhavan quite literally wrote the book on how to price products, it’s called “Monetizing Innovations” and his concepts have been used by companies across the ...

Scott Wilson - Non-Traditional Endowment Investing - [Invest Like the Best, EP.297] from 2022-10-04T08:00

My guest today is Scott Wilson. Scott is the CIO of Washington University’s endowment, which manages over $13 billion. In this conversation we discuss WashU’s non-traditional endowment model and co...

Julio Vasconcellos&Mate Pencz - Investing in Latin America - [Invest Like the Best, EP.296] from 2022-09-27T08:00

My guests today are Julio Vasconcellos and Mate Pencz, who are partners at Canary and Atlantico, leading early-stage investment firms in Latin America. They’re also both successful entrepreneurs. M...

Trina Spear - Billion Dollar Scrubs - [Invest Like the Best, EP.295] from 2022-09-20T08:00

My guest today is Trina Spear, a former investor at Blackstone and the co-founder and CEO of FIGS. FIGS is a multi-billion-dollar public company that built a category-leading brand selling scrubs t...

Gabriel Leydon - How Web3 Onboards a Billion Users - [Web3 Breakdowns, EP.37] from 2022-09-15T08:00

Today, we are sharing an episode of Web3 Breakdowns with you. My Invest Like the Best conversation with Gabe Leydon last year was one of my favorites and became one of our most popular. Since that ...

Harley Finkelstein - Building the Entrepreneurship Company - [Invest Like the Best, EP.294] from 2022-09-13T08:00

My guest today is Harley Finkelstein. Harley is the President of Shopify and has been with the company since its early years. He is a lawyer by training but an entrepreneur by calling and that is t...

Mitch Lasky - The Business of Gaming - [Invest Like the Best, EP.293] from 2022-09-06T08:00

My guest today is Mitch Lasky. Mitch is a partner at Benchmark and one of the leading figures in the video game industry. Over the last 30 years, he has built, led, and invested in a number of the ...

David Senra - Passion&Pain - [Invest Like the Best, EP.292] from 2022-08-30T08:00

My guest today is David Senra. David has studied history’s great founders and entrepreneurs in more depth than anyone I’ve ever met, and I’d wager more than anyone else alive. In this conversation,...

Robert Smith - Investing in Enterprise Software - [Invest Like the Best, EP.291] from 2022-08-23T08:00

My guest today is Robert Smith, the founder, Chairman, and CEO of Vista Equity Partners. An engineer by training, Robert started Vista at the turn of the millennium and built it into one of the wor...

Katherine Boyle - Investing for America - [Invest Like the Best, EP.290] from 2022-08-16T08:00

My guest today is Katherine Boyle, a general partner at Andreessen Horowitz. Katherine started her career as a reporter for The Washington Post before moving into VC at General Catalyst. She now le...

Ravi Gupta - Focus - [Invest Like the Best, EP.289] from 2022-08-09T08:00

My guest today is Ravi Gupta. Ravi spent a decade in private equity at KKR before joining Instacart as their first CFO and COO. He navigated them through a critical moment in their history and retu...

Will Thorndike - The Power of Long Holding Periods - [Invest Like the Best, EP.288] from 2022-08-02T08:00

My guest today is Will Thorndike. I first spoke to Will in 2017 about his excellent book The Outsiders and his career in private equity. I titled that conversation: How Skilled Capital Allocators C...

Alok Vasudev - Searching for White Space - [Invest Like the Best, EP.287] from 2022-07-26T08:00

My guest today is Alok Vasudev. Alok is an early-stage investor who has been in the crypto space for a very long time. Before co-founding Standard Crypto, he was an investor at Benchmark and S28 Ca...

Matthew Ball - A Manual to The Metaverse - [Invest Like the Best, EP.286] from 2022-07-19T08:00

My guest today is Matthew Ball. Matt is an investor, the former head of strategy at Amazon studios, and one of the brightest minds in the media industry. Through his essays and now his book, which ...

TransDigm: Foundations with Nick Howley [50X, EP.1] from 2022-07-14T08:00

Today we are dropping a special episode in the Invest Like the Best feed. You will hear the first episode of 50X – a new series from Will Thorndike and the team at Compounding Labs, in partnership ...

Alice Bentinck - Building a Start-Up Machine - [Invest Like the Best, EP.285] from 2022-07-12T08:00

My guest today is Alice Bentinck, co-founder of Entrepreneur First. Entrepreneur First, or EF, invests pre-company by systematizing the way that talented individuals find co-founders, develop ideas...

Jess Lee - Designing Investment Products - [Invest Like the Best, EP.284] from 2022-07-05T08:00

My guest today is Jess Lee. Jess is a partner at Sequoia Capital as well as their Chief Product Officer. Before becoming an investor, Jess co-founded fashion app, Polyvore, and was an early produc...

Kenneth Stanley - Greatness Without Goals - [Invest Like the Best, EP.283] from 2022-06-28T08:00

My guest today is Ken Stanley. Ken is a Professor in Computer Science and a pioneer in the field of neuroevolution. He is also the co-author of a book called, Why Greatness Cannot Be Planned, which...

Lydia Jett - Investing in E-commerce - [Invest Like the Best, EP.282] from 2022-06-21T08:00

My guest today is Lydia Jett, Managing Partner of SoftBank Investment Advisers. Lydia leads the team’s consumer, internet, and e-commerce investments and has worked with many of the most significan...

Josh Wolfe&Chris Power - Factories of the Future - [Invest Like the Best, EP.281] from 2022-06-14T08:00

My guests today are Josh Wolfe and Chris Power. Josh will be a familiar voice to many of you and is the co-founder and General Partner of Lux Capital. Chris is the founder and CEO of advanced manuf...

Martin Casado - The Past, Present, and Future of Digital Infrastructure - [Invest Like the Best, EP.280] from 2022-06-07T08:00

My guest today is Martin Casado. Martin is a general partner at Andreessen Horowitz where he focuses on digital infrastructure. Before joining a16z, Martin pioneered software-defined networking an...

Aswath Damodaran - Making Sense of the Market - [Invest Like the Best, EP. 279] from 2022-05-31T08:00

My guest today is Aswath Damodaran, a Professor of Finance at NYU’s Stern School of Business. Aswath is one of the clearest teachers of investing and finance in our industry and through his blog, b...

Anduril: Building the Future of Defense - [Business Breakdowns, EP. 59] from 2022-05-26T08:00

Today, we are running a special episode of Business Breakdowns. With geopolitics playing an increasingly important role in society again, this episode with Anduril’s CEO offers an inside look at th...

Tobi Lütke - Embrace the Unexpected - [Invest Like the Best, EP. 278] from 2022-05-24T08:00

My guest today is Tobi Lütke, co-founder and CEO of Shopify. Having first spoken to Tobi at the beginning of the pandemic, just two months into it, this felt an opportune moment to revisit Shopify ...

Tyler Cowen&Daniel Gross - Identifying Talent - [Invest Like the Best, EP. 277] from 2022-05-17T08:00

My guests today are Tyler Cowen and Daniel Gross. Tyler is an economics professor and creator of one of the most popular economics blogs on the internet. Daniel is the founder of start-up accelerat...

Jeff Jordan - Building&Investing in Marketplaces - [Invest Like the Best, EP. 276] from 2022-05-10T08:00

My guest today is Jeff Jordan, General Partner at Andreessen Horowitz. Jeff has one of the most interesting set of experiences of guests that I’ve had on the show. As an operator, he has been the G...

Eric Glyman - Reimagining Corporate Finance - [Invest Like the Best, EP. 275] from 2022-05-03T08:00

My guest today is Eric Glyman, co-founder and CEO of Ramp. Ramp is best known for its corporate cards but it has a range of software products to help finance teams save money and time. Since its fo...

Dmitry Balyasny - Building a Better Model - [Invest Like the Best, EP. 274] from 2022-04-26T08:00

My guest today is Dmitry Balyasny. Dmitry is the Managing Partner and CIO of Balyasny Asset Management, otherwise known as BAM. BAM runs a multi-strategy, multi-PM model that aims to produce consis...

Henry Ward - Transforming Private Markets - [Invest Like the Best, EP. 273] from 2022-04-21T08:00

My guest today is Henry Ward, co-founder and CEO of Carta. Started in 2012, Carta helps companies and investors manage their cap tables, equity plans, and ownership. Last year, they launched CartaX...

Alexandr Wang - A Primer on AI - [Invest Like the Best, EP. 272] from 2022-04-12T08:00

My guest today is Alexandr Wang, the CEO and founder of Scale AI. Alexandr founded Scale in 2016, having been inspired to accelerate the development of AI through his work at Quora and his studies ...

Antonio Gracias - Pro-Entropic Investing - [Invest Like the Best, EP. 271] from 2022-04-05T08:00

My guest today is Antonio Gracias, founder, CIO, and CEO of Valor Equity Partners. Antonio is perhaps best known for his role at Tesla, as the earliest institutional investor and Director from 2007...

David Rubenstein - Life, Leadership, and LBOs - [Invest Like the Best, EP. 270] from 2022-03-29T08:00

My guest today is David Rubenstein, co-founder of The Carlyle Group - one of the largest private equity firms in the world. David has worked in the White House, built a $300 billion investment ins...

Gaurav Kapadia - Everything Compounds - [Invest Like the Best, EP. 269] from 2022-03-22T08:00

My guest today is Gaurav Kapadia, founder of investment firm XN. Gaurav is a veteran of the investing arena. We cover his lessons while rising to partner at TPG Axon, co-founding Soroban Capital, a...

Marko Papic - A Multi-Polar World - [Invest Like the Best, EP. 268] from 2022-03-15T08:00

My guest today is Marko Papic, partner and chief strategist at Clocktower Group, where he leads the firm’s research on macroeconomics and markets. Marko has spent his career at the intersection of ...

Garry Tan - Unwrapping the Gift - [Invest Like the Best, EP. 267] from 2022-03-08T09:00

My guest today is Garry Tan, founder and managing partner of early-stage venture firm, Initialized Capital. Before starting Initialized, Garry was a partner at Y Combinator, employee number 10 at ...

Eric Mandelblatt - Investing in the Industrial Economy - [Invest Like the Best, EP. 266] from 2022-03-01T09:00

My guest today is Eric Mandelblatt, founder and CIO of Soroban Capital, a $10 billion investment firm. While many of my conversations focus on technology and emerging industries, Eric has deep root...

Sebastian Kanovich - Powering Emerging Markets Payments - [Founder’s Field Guide, EP. 56] from 2022-02-24T09:00

My guest today is Sebastian Kanovich, CEO of payments company dLocal. Sebastian founded dLocal in 2016 to bridge the infrastructure gap between payments in developed and emerging markets. Since the...

Frank Slootman - Narrow the Focus, Increase the Quality - [Invest Like the Best, EP. 265] from 2022-02-22T09:00

My guest today is Frank Slootman, Chairman and CEO of cloud platform Snowflake. Frank has become one of the most revered CEOs in business. Over the past twenty years, he has three times taken over ...

Tim Flannery - Simplifying Fund Closing - [Founder’s Field Guide, EP. 55] from 2022-02-17T09:00

My guest today is Tim Flannery, co-founder of venture fund administrator Passthrough. Passthrough is removing friction from the manual, time-consuming fundraising process by making investor onboard...

Joey Levin - Building an Anti-Conglomerate - [Invest Like the Best, EP. 264] from 2022-02-15T09:00

My guest today is IAC’s CEO, Joey Levin. IAC is a unique business in that it’s a holding company which builds world-class digital businesses. Since Barry Diller created IAC over two decades ago, it...

Peter Chernin - Betting on Passion - [Invest Like the Best, EP. 263] from 2022-02-08T09:00

My guest today is Peter Chernin, who’s had a Hall of Fame career in the entertainment business. Peter ran News Corp and Fox for fifteen years between 1996 and 2009 before co-founding The Chernin Gr...

John Pfeffer - Adapt and Evolve - [Invest Like the Best, EP. 262] from 2022-02-01T09:00

My guest today is entrepreneur and investor, John Pfeffer. John was a partner at private equity firm KKR in the 2000s, Chairman of leading French IT company Groupe Allium in the 90s, and now invest...

Geoffrey Moore - Building Gorilla Businesses - [Invest Like the Best, EP. 261] from 2022-01-27T09:00

My guest today is the renowned tech author, consultant, and venture partner at Wildcat Ventures, Geoffrey Moore. Geoffrey has spent his career focused on the dynamics surrounding disruptive innovat...

Gavin Baker - The Cyclone Under the Surface - [Invest Like the Best, EP. 260] from 2022-01-25T09:00

My guest today is past guest Gavin Baker, managing partner and CIO of Atreides Management. Gavin’s focus is on consumer and tech growth investing, which makes him the perfect person to discuss the ...

Sam Englebardt and Richard Kim - Investing in Immersive Worlds - [Invest Like the Best, EP. 259] from 2022-01-20T09:00

Today, my guests are Sam Englebardt and Richard Kim, general partners at venture fund, Galaxy Interactive. Having come from the media and finance sectors, respectively, Sam and Richard joined force...

Ricky Sandler - Building an Investment Compass - [Invest Like the Best, EP. 258] from 2022-01-18T09:00

My guest today is Ricky Sandler, founder of Eminence Capital. Ricky is a hedge fund veteran managing over $8bn of assets across Eminence's strategies. We cover Ricky's evolution as an active invest...

Orlando Bravo - The Art of Software Buyouts - [Invest Like the Best, EP. 257] from 2021-12-28T09:00

My guest today is Orlando Bravo, co-founder and Managing Partner of leading private equity firm, Thoma Bravo. Thoma Bravo manages over $90bn of assets and is best known for investing in software a...

Nick Saltarelli - One Foot in Front of the Other - [Founder’s Field Guide, EP. 54] from 2021-12-23T09:00

My guest today is Nick Saltarelli, co-founder of the functional chocolate bar business, Mid-Day Squares. Nick started the company with his wife and brother-in-law a few years ago to build on a simp...

Jenny Johnson - Seven Decades of Investing Expertise - [Invest Like the Best, EP. 256] from 2021-12-21T09:00

My guest today is Jenny Johnson, President and CEO of one of the world’s largest asset managers, Franklin Templeton. Jenny joined the business in 1988 and has worked in the organization ever since....

Doug Colkitt - The Evolution of Markets - [Invest Like the Best, EP. 255] from 2021-12-14T09:00

My guest today is Doug Colkitt. Doug has spent his career searching for and trading inefficient markets, first at Citadel’s high-frequency trading group, then for himself, and then as an operator b...

Bill Gurley and Philip Rosedale - Back to the Future - [Invest Like the Best, EP. 254] from 2021-12-07T09:00

My guests today are Philip Rosedale and Bill Gurley. Philip created Second Life in the early 2000s and helped build it into the largest virtual 3D world ever created at the time. Frequent listeners...

Francis Davidson - Design-led Hospitality - [Invest Like the Best, EP.253] from 2021-11-30T09:00

My guest today is Francis Davidson, founder and CEO of the hospitality brand Sonder. Francis launched Sonder in 2013 as an alternative to traditional hotels and rentals with a specific focus on tec...

Niraj Shah - Developing Every Skill - [Invest Like the Best, EP. 252] from 2021-11-23T09:00

My guest today is Niraj Shah, the CEO and co-founder of Wayfair. Wayfair started life in 2002 as a collection of independent websites selling category-specific home furniture but became a one-stop-...

Bored Ape Yacht Club -  [Web3 Breakdowns, EP. 1] from 2021-11-18T09:00

Today, I am excited to share our newest show, Web3 Breakdowns. Similar to our Business Breakdowns series, Web3 will have it's own dedicated feed so make sure to hit this subscribe link or find it ...

Will Marshall - Indexing the Earth - [Invest Like the Best, EP. 251] from 2021-11-16T09:00

My guest today is Will Marshall, the co-founder and CEO of Planet. Will founded Planet in 2010 with a small team of NASA scientists to build a constellation of satellites that would image the entir...

Roelof Botha - Sequoia’s Crucible Moment - [Invest Like the Best, EP. 250] from 2021-11-05T08:00

My guest today is Roelof Botha, a partner at one of the world’s oldest and most successful venture firms, Sequoia Capital. A few days ago before I sat down with Roelof, he announced Sequoia’s bolde...

Sarah Friar - Building the Local Graph - [Invest Like the Best, EP. 249] from 2021-11-02T08:00

My guest today is Sarah Friar, the CEO of Nextdoor, which connects people in local neighborhoods together. Sarah’s CV sparkles with impressive achievements at interesting businesses, and we spend a...

Universal Music Group: The Gatekeepers of Music - [Business Breakdowns, EP. 32] from 2021-10-28T08:00

Today, we are running a special episode of Business Breakdowns on our Invest Like the Best feed. When we launched Breakdowns, we hoped to cover industries and businesses that we were “well known bu...

Alex Rampell - Investing in Operating Systems - [Invest Like the Best, EP. 248] from 2021-10-26T08:00

My guest today is Alex Rampell, General Partner at Andreessen Horowitz. Alex has a long history in fintech, having co-founded six companies in his career, including Affirm and TrialPay. During our ...

Sam Bankman-Fried - Creating a Perfect Market - [Invest Like the Best, EP. 247] from 2021-10-19T08:00

My guest today is Sam Bankman-Fried, founder and CEO of leading cryptocurrency exchange, FTX. In a little over two years, FTX has registered 1.2 million users, grown to facilitate $10.9 billion of ...

Nick Neuman - Becoming Your Own Bank - [Invest Like the Best, EP. 246] from 2021-10-12T08:00

My guest today is Nick Neuman, CEO and co-founder of Casa. Casa helps bitcoin investors and owners keep their digital assets safe from loss or theft by providing managed self-custody services. In o...

Devin Finzer - An Everything Store for Digital Assets - [Founder’s Field Guide, EP. 53] from 2021-10-07T08:00

My guest today is Devin Finzer, co-founder and CEO of OpenSea, the world’s largest NFT marketplace. In a journey that started like many other founders in the space, Devin went deep down the crypto ...

Jenny Lefcourt - The Go-to-Market Motion - [Invest Like the Best, EP. 245] from 2021-10-05T08:00

My guest today is Jenny Lefcourt, an equal General Partner at seed-stage venture firm Freestyle Capital, where she manages $450 million in seed investments. Jenny has been engrained in the tech wor...

Dave Girouard - Making Better Loans - [Founder’s Field Guide, EP. 52] from 2021-09-30T08:00

My guest today is Dave Girouard, co-founder and CEO of Upstart, a lending platform that leverages AI to make loans more accessible and affordable. Dave started in Silicon Valley as a Product Manag...

Jay Hoag - Calibrating Market Adoption - [Invest Like the Best, EP. 244] from 2021-09-28T08:00

My guest today is Jay Hoag, co-founder of TCV. If you look at Jay’s investment track record, it’s a “who’s who” of tech giants with Airbnb, Netflix, Peloton, Zillow, and a list that does not stop t...

Gina Bianchini - Helping Creators Build Communities - [Founder’s Field Guide, EP. 51] from 2021-09-23T08:00

My guest today is Gina Bianchini, founder and CEO of Mighty Networks, which gives creators a platform to start, grow and own their social communities.  In our conversation, we cover the difference...

David Fialkow - Paint Outside the Lines - [Invest Like the Best, EP. 243] from 2021-09-21T08:00

My guest today is David Fialkow, co-founder of General Catalyst. If you are looking for a dose of fun, charismatic energy from a very unique investor then this is the conversation for you. David ha...

Justin Waldron - The Future of Social Gaming - [Founder’s Field Guide, EP. 50] from 2021-09-16T08:00

My guest today is Justin Waldron, co-founder and President of Playco. Justin is a pioneer of the social gaming industry after he co-founded Zynga at age 19, and he has continued to build games ever...

Daniel Ek - Enabling Creators Everywhere - [Invest Like the Best, EP. 242] from 2021-09-14T08:00

Today is a special episode because it marks five years since I released the first episode of Invest Like the Best. Over those years, I’ve learned so much from so many investors and builders, but to...

Gabby Dizon - Mapping the Metaverse Economy - [Founder’s Field Guide, EP. 49] from 2021-09-02T08:00

My guest today is Gabby Dizon, co-founder of Yield Guild Games or YGG. In 2020, Gabby and his co-founders built YGG around the growing “play-to-earn” economy within blockchain-based games. Based in...

Scott Malpass - Building a Great Endowment - [Invest Like the Best, EP. 241] from 2021-08-31T08:00

My guest today is Scott Malpass. Scott was the CIO of Notre Dame's endowment for 32 years and has always been a pioneer at the forefront of the endowment investing world - leading Notre Dame's earl...

Mike Maples, Jr. - A Playbook for Startups - [Founder’s Field Guide, EP. 48] from 2021-08-26T08:00

My guest today is Mike Maples, co-founder and partner of Floodgate. As a child of the computer revolution, Mike was deconstructing calculators in grade school, writing video games in high school, ...

Renata Quintini and Roseanne Wincek - Investing at the Supercritical Stage - [Invest Like the Best, EP. 240] from 2021-08-24T08:00

My guests today are Renata Quintini and Roseanne Wincek, co-founders and managing directors of Renegade Partners. Before launching Renegade, Renata and Roseanne were partners at high-profile VC fir...

Max Simkoff - Redesigning the Home Buying Experience - [Founder’s Field Guide, EP. 47] from 2021-08-19T08:00

My guest today is Max Simkoff, Founder and CEO of Doma. Max founded Doma in 2016 after experiencing the pain and manual process associated with title insurance and real estate transactions. With a ...

Suzanne Ciani - Exploring the Creative Process - [Invest Like the Best, EP. 239] from 2021-08-17T08:00

The intro music you just heard is from my guest today, Suzanne Ciani, an early pioneer of electronic music dating back to the 1970s. As a 5-time Grammy-nominated composer, Suzanne’s music can be he...

Sameer Shariff - Breaking Language Barriers - [Founder’s Field Guide, EP. 46 ] from 2021-08-12T08:00

My guest today is Sameer Shariff, co-founder and CEO of Cambly. After starting his career at Google, Sameer founded Cambly in 2013 as an on-demand service to learn English. At the touch of a button...

Sridhar Ramaswamy - The Past, Present, and Future of Search - [Invest Like the Best, EP. 238] from 2021-08-10T08:00

My guest today is Sridhar Ramaswamy, co-founder and CEO of Neeva and Venture Partner at Greylock. After a 15-year career building Google’s ad business, Sridhar launched Neeva as an ad-free search e...

Ernie Garcia - Disrupting the Auto Buying Experience - [Founder’s Field Guide, EP. 45] from 2021-08-05T08:00

My guest today is Ernie Garcia, co-founder and CEO of online used car platform, Carvana. Ernie launched Carvana in 2012, and less than a decade later, the business commands a $60 billion valuation ...

Karen Karniol-Tambour - All Things Macro - [Invest Like the Best, EP. 237] from 2021-08-03T08:00

My guest today is Karen Karniol-Tambour, Partner and Co-CIO for Sustainability at Bridgewater Associates. You will quickly understand why Ray Dalio described Karen as a “vacuum cleaner of learning”...

Sebastian Mejia - Mastering On-Demand Convenience - [Founder’s Field Guide, EP. 44] from 2021-07-29T08:00

My guest today is Sebastian Mejia, co-founder and president of Rappi. Founded in Bogota, Colombia in 2015, Rappi set out to create an on-demand convenience store and has expanded into nine countrie...

Carl Kawaja - Wisdom from Decades of Investing - [Invest Like the Best, EP. 236] from 2021-07-27T08:00

Today’s conversation is one of my all-time favorites, with someone I’ve come to respect deeply in the field of investing. My guest is Carl Kawaja, who has served as a portfolio manager at Capital G...

Stewart Butterfield - We Don’t Sell Saddles Here - [Founder’s Field Guide, EP. 43] from 2021-07-22T08:00

My guest today is Stewart Butterfield, founder and CEO of Slack. Stewart’s 2014 essay “Why We Don’t Sell Saddles Here” had a massive impact on my own business journey, which made this discussion ex...

Steve Mandel - Investing Behind Change - [Invest Like the Best, EP. 235] from 2021-07-20T08:00

My guest today is Steve Mandel, founder of Lone Pine Capital, one of the most successful hedge fund and investment firms of this generation. In our conversation, we discuss how the investing busine...

Spenser Skates - Challenging Big Ideas - [Founder’s Field Guide, EP. 42] from 2021-07-15T08:00

My guest today is Spenser Skates, CEO and co-founder of Amplitude Analytics. Spenser founded Amplitude in 2012 with a thesis that building the best product requires, deep cross-functional understan...

David Sacks - How to Operate a SaaS Startup - [Invest Like the Best, EP. 234] from 2021-07-13T08:00

My guest today is David Sacks, General Partner at Craft Ventures and founding COO of PayPal. During our conversation, we explore what differentiates Enterprise SaaS from DTC subscriptions, what ma...

David Vélez - Building the Branchless Bank - [Founder’s Field Guide, EP. 41] from 2021-07-08T08:00

My guest today is David Vélez, founder and CEO of Nubank, the world’s largest digital bank with over 40 million customers. In our conversation, David talks about his venture capital background at S...

Balaji Srinivasan - Optimizing Your Inputs - [Invest Like the Best, EP. 233] from 2021-07-06T08:00

My guest today is Balaji Srinivasan, a serial entrepreneur and angel investor. Balaji is known to challenge conventional wisdom, and he lives up to his reputation in this conversation. We discuss ...

Michael Mayer - Business Boss Battles - [Founder’s Field Guide, EP. 40] from 2021-07-01T08:00

My guest today Michael Mayer, is the founder and CEO of Bottomless, a company that automatically replenishes your coffee supply where I am both an excited investor and customer. Today’s conversatio...

Marc Andreessen - Making the Future - [Invest Like the Best, EP. 232] from 2021-06-29T08:00

My guest today is Silicon Valley icon, Marc Andreessen. Before co-founding the legendary venture capital firm, Andreessen Horowitz, Marc was an early pioneer of the internet. At age 22, he built M...

Will Ahmed - Optimizing Human Performance – [Founder’s Field Guide, EP. 39] from 2021-06-24T08:00

My guest today is Will Ahmed, founder of fitness wearable company WHOOP. What started as a business plan in 2011 has evolved into the 24/7 health-tracking device you’ll often see on athletes acros...

Howard Marks - Embracing the Psychology of Investing - [Invest Like the Best, EP. 231] from 2021-06-22T08:00

My guest today is Howard Marks, co-founder of Oaktree Capital, a leading investment manager, and one of the world’s largest distressed debt investors. In our conversation, we discuss takeaways from...

Christina Cacioppo - Building the New Standard in Security – [Founder’s Field Guide, EP. 38] from 2021-06-17T08:00

My guest today is Christina Cacioppo, founder of Vanta, a security and compliance software business founded in 2017. In our conversation, Christina brings to life the idea of “finding a problem tha...

John Harris - Resilience and Imagination - [Invest Like the Best, EP. 230] from 2021-06-15T08:00

My guest today is John Harris, Managing Partner of Ruane, Cunniff&Goldfarb, where the flagship Sequoia Fund has an incredible 50-year track record running a highly concentrated portfolio of equitie...

Florian Hagenbuch and Mate Pencz - Everything Will Be Bought Online – [Founder’s Field Guide, EP. 37] from 2021-06-10T08:00

My guests today are Florian Hagenbuch and Mate Pencz, co-founders of Loft. Based in Sao Paulo, Brazil, Loft is a digital platform designed to bring Latin American real estate into the e-commerce ag...

Gabriel Leydon - Designing Digital Economies - [Invest Like the Best, EP. 229] from 2021-06-08T08:00

My guest is Gabe Leydon, who is the co-founder and former CEO of MZ, also known as Machine Zone, the company behind huge games such as Mobile Strike and Game of War. Gabe has spent the last 20 year...

Assaf Wand - Innovation in Static Industries – [Founder’s Field Guide, EP. 36] from 2021-06-03T08:00

My guest today is Assaf Wand, CEO, and co-founder of Hippo, a homeowner insurance startup founded in 2015. In March 2021, Hippo announced a SPAC merger, valuing the business at over $5bn. In our di...

Dennis Lynch - Delivering Alpha in Adapting Markets - [Invest Like the Best, EP. 228] from 2021-06-01T08:00

My guest today is Dennis Lynch, Head of Counterpoint Global, where he oversees over $100bn in AUM and boasts one of the strongest track records of any public investor. In our conversation, we cover...

Henrique Dubugras - Building the Financial Center of Gravity – [Founder’s Field Guide, EP. 35] from 2021-05-27T08:00

My guest today is Henrique Dubugras, co-founder and CEO of Brex, an all-in-one finance account for businesses. Brex recently raised funding at a valuation of over 7 billion dollars despite being fo...

Justin Fishner-Wolfson - Secondary Investing in Private Markets - [Invest Like the Best, EP. 227] from 2021-05-25T08:00

My guest today is Justin Fishner-Wolfson, founder of 137 Ventures, a venture capital fund focused on providing liquidity solutions to founders, investors, and employees of private businesses. In ou...

Peter Reinhardt - Learning How to Sell – [Founder’s Field Guide, EP. 34] from 2021-05-20T08:00

My guest today is Peter Reinhardt, co-founder and CEO of Segment, the market-leading data customer data platform that was acquired by Twilio last year. In our conversation, we cover the fascinating...

Brent Beshore - Learnings from a Year of Unexpected Events - [Invest Like the Best, EP. 226] from 2021-05-18T08:00

My guest today is Brent Beshore. For those that don’t know Brent from his frequent appearances on this podcast, he runs Permanent Equity Fund and has been a close personal friend for the past five ...

Jeremy Cai - Manufacturer to Customer – [Founder’s Field Guide, EP. 33] from 2021-05-13T08:00

My guest today is Jeremy Cai, founder, and CEO of Italic, a subscription marketplace for consumer goods that works directly with manufacturers. I was introduced to Jeremy by my friend Blake Robbins...

Eli Dourado - Frontiers for Productivity - [Invest Like the Best, EP. 225] from 2021-05-11T08:00

My guest today is Eli Dourado, economist and senior research fellow at the Center for Growth and Opportunity at Utah State University. In our discussion, we touch on the ongoing stagnation in labor...

James Reinhart – Lessons in Process Power – [Founder’s Field Guide, EP. 32] from 2021-05-06T07:00

My guest today is James Reinhart, founder, and CEO of thredUP, an online thrift marketplace. thredUP’s online store is distinct in the way the company touches every product, processing every piece ...

Andrew Sugrue - Investing in Paradigm Shifts - [Invest Like the Best, EP. 224] from 2021-05-04T07:00

My guest today is Andrew Sugrue, co-founder, and partner at Avenir Growth Capital. Avenir is a growth equity firm focused on backing category-defining businesses. In our conversation, we cover Andr...

Alyssa Ravasio - Supply, Demand, and the Outdoors - [Founder’s Field Guide, EP. 31] from 2021-04-29T09:30

My guest today is Alyssa Ravasio, co-founder and CEO of Hipcamp, a platform to discover and book your next camping trip. I was excited for this conversation as it combines two of my favorite passio...

Josh Buckley - Identifying Legendary Start-ups - [Invest Like the Best, EP. 223] from 2021-04-27T09:30

My guest today is Josh Buckley. Josh is the new CEO of Product Hunt and an investor in many breakout companies like Rippling, Lattice, Boom Supersonic, and Relativity Space. In our conversation, we...

Thomas Tull - New Physics of Business - [Founder’s Field Guide, EP. 30] from 2021-04-22T09:30

My guest today is Thomas Tull, the founder of Tulco LLC, an investment holding company that invests in businesses with high growth potential and helps them apply machine learning and data analytics...

Paul Enright - The Buy Side Primer - [Invest Like the Best, EP. 222] from 2021-04-20T09:30

My guest today is Paul Enright, managing partner at Krainos Capital, his family office. Before running his own family office, Paul worked on the buy-side at Viking Global for over a decade managing...

Trevor McFedries - Building Web 3.0 - [Founder’s Field Guide, EP. 29] from 2021-04-15T09:30

My guest today is Trevor McFedries, the founder of technology startup Brud and the creator of virtual pop star Miquela, a Gen Z icon with millions of fans worldwide. Trevor’s background is fascinat...

Chris Dixon - The Potential of Blockchain Technology - [Invest Like the Best, EP. 221] from 2021-04-13T09:30

My guest today is Chris Dixon, a general partner at Andreessen Horowitz. Chris is a prolific investor and thinker, having been an entrepreneur, angel investor, and is now focused on investing in th...

Shopify: The E-commerce On-Ramp - [Business Breakdowns, EP. 01] from 2021-04-09T09:30

Welcome to the first episode of our newest show, Business Breakdowns, featuring deep-dive conversations on individual businesses. In each episode, we will dissect a new company with investors and o...

Tony Xu - A Human and Math Problem - [Founder’s Field Guide, EP. 28] from 2021-04-08T09:30

My guest today is Tony Xu, co-founder, and CEO of DoorDash. Tony started DoorDash 7.5 years ago, and today it is one of the largest food delivery and logistics platforms globally, with operations i...

Mike Kerns and Jesse Jacobs - Content to Commerce - [Invest Like the Best, EP. 220] from 2021-04-06T09:30

My guests this week are Jesse Jacobs and Mike Kerns, co-founders and partners at The Chernin Group, TCG, a multi-stage investment firm dedicated to building consumer businesses. Many think of TCG a...

Business Breakdowns - Trailer from 2021-04-05T09:30

Welcome to Business Breakdowns, a new Colossus podcast featuring deep-dive conversations on individual businesses. In each episode, we will dissect a new company with investors and operators that k...

Jesse Pujji - A Primer on Performance Marketing - [Founder’s Field Guide, EP. 27] from 2021-04-01T09:30

My guest today is Jesse Pujji, the Founder&CEO of Gateway X, a holding company that builds, buys, and invests in companies that are driving the direct-to-consumer landscape. Prior to Gateway X, Jes...

Kanyi Maqubela - Dawn of the 21st Century - [Invest Like the Best, EP. 219] from 2021-03-30T09:30

My guest today is Kanyi Maqubela, co-founder of seed-stage VC firm Kindred Ventures, which he started with his partner Steven Jang in 2019. Before founding Kindred Ventures, Kanyi was a general par...

Roxanne Petraeus - Modernizing Compliance - [Founder’s Field Guide, EP.26] from 2021-03-25T09:30

My guest today is Roxanne Petraeus, co-founder and CEO of Ethena, a modern compliance platform for businesses. Roxanne’s background is pretty incredible, before starting Ethena she was a Rhodes Sch...

Jesse Walden - A Primer on NFTs - [Invest Like the Best, EP. 218] from 2021-03-23T09:30

My guest today is Jesse Walden, the founder of Variant, an early-stage venture firm investing in crypto networks and platforms building the ownership economy.  With all the hype surrounding NFTs, I...

Jonathan Goldberg - Capturing Carbon - [Founder’s Field Guide, EP. 25] from 2021-03-18T09:30

My guest today is Jonathan Goldberg, the founder, and CEO of Carbon Direct, a company focused on advising and investing in carbon removal at scale. Jonathan started his career in the commodities di...

Marissa King - The Science of Social Networks - [Invest Like the Best, EP. 217] from 2021-03-16T09:30

My guest this week is Marissa King, a professor of organizational behavior at the Yale School of Management. I was fascinated by Marissa's work after coming across her book, Social Chemistry: Decod...

Jonathan Neman - Building the Modern Restaurant - [Founder’s Field Guide, EP. 24] from 2021-03-11T10:30

My guest this week is Jonathan Neman, the co-founder and CEO of Sweetgreen. Sweetgreen is a fast-casual restaurant chain that Jonathan co-founded in 2007 during their senior year at Georgetown when...

Josh Wolfe and Tony Thomas - The Past, Present, and Future of Defense – [Invest Like the Best, EP. 216] from 2021-03-09T10:30

My guests today are Josh Wolfe and Tony Thomas, better known as T2. Josh is the co-founder and General Partner at Lux Capital. T2 is now a venture partner alongside Josh at Lux Capital, after servi...

Matteo Franceschetti – Modernizing Sleep – [Founder’s Field Guide, EP. 23] from 2021-03-04T10:30

My guest today is Matteo Franceschetti, the founder and CEO of Eight Sleep, a smart mattress company. I’m a customer of Eight Sleep and this was one of the most unique founder conversations I’ve ha...

Jack Clark - Grateful for Everything, Entitled to Nothing – [Invest Like the Best, EP. 215] from 2021-03-02T10:30

My guest today is Jack Clark, head coach of the University of California Varsity Rugby team. Jack has one of the highest winning percentages not only at the collegiate level but in sports history, ...

Ryan Petersen - Where There Is Mystery, There Is Margin – [Founder’s Field Guide, EP. 22] from 2021-02-25T10:30

My guest today is Ryan Petersen, founder and CEO of Flexport. Flexport is a technology platform for global trade. In this conversation, Ryan takes us through the fragmented world of international f...

Jeremy Grantham - A Historic Market Bubble – [Invest Like the Best, EP.214] from 2021-02-23T10:30

My guest today is Jeremy Grantham. Jeremy is the Long-Term Investment Strategist and Co-Founder at GMO. Jeremy has an encyclopedic knowledge of the history of markets, which made it such a pleasure...

Carlos Brito – Creating an Ownership Culture – [Founder’s Field Guide, EP. 21] from 2021-02-18T10:30

My guest today is Carlos Brito, CEO of Anheuser-Busch InBev. AB InBev is the world’s largest brewer of beer and maintains a portfolio of hundreds of beer brands across the globe. Our conversation f...

Scott Belsky - Focus on the First Mile – [Invest Like the Best, EP. 213] from 2021-02-16T10:30

My guest today is Scott Belsky. Scott was the co-founder and CEO of Behance, the world's largest creative network, and a prolific angel investor, having made early-stage investments in Pinterest, U...

Matt Mullenweg – The Past, Present, and Future of the Internet – [Founder’s Field Guide, EP.20] from 2021-02-11T10:30

My guest today is Matt Mullenweg, co-founder and CEO of Automattic, the company on top of the open-source project WordPress that Matt helped start. Today, WordPress powers 40% of all the websites i...

Michael Dempsey – Investing in Bleeding Edge Technology – [Invest Like the Best, EP.212] from 2021-02-09T10:30

My guest today is Michael Dempsey, General Partner at Compound. Michael invests in a broad range of areas but has a unique talent for combining brand building and direct customer relationships with...

Dustin Moskovitz – Eliminating Work About Work – [Founder’s Field Guide, EP. 19] from 2021-02-04T10:30

My guest today is Dustin Moskovitz, co-founder and CEO of Asana, a team-centric product management tool used by over 1.3 million users around the world. Dustin started Asana in 2008, 4 years after ...

Chamath Palihapitiya – The Major Problems Facing the World – [Invest Like the Best, EP.211] from 2021-02-02T10:30

My guest today is Chamath Palihapitiya, the founder and CEO of Social Capital, whose mission is to advance humanity by solving the world's hardest problems. I didn't know where this conversation wo...

Anthony Pompliano - Full Tilt Investing- [Invest Like the Best, EP.74] from 2021-01-31T22:10:42.023393

My guest this week is Anthony Pompliano. Pomp began his career in the military, and has since been a successful entrepreneur, worked as a head of growth at Facebook, and started Full Tilt Capita...

Preston Byrne - Crypto-pocalypse - [Invest Like the Best, EP.72] from 2021-01-31T22:10:42.023393

My guest this week is Preston Byrne. Preston is vocal critic of crazy prices and projects in the world cryptocurrencies. His background is in the legal world and also as a founder and former COO...

Adam Ludwin - A Sober View on Crypto - [Invest Like the Best, EP.66] from 2021-01-31T22:10:42.023393

My guest this week is Adam Ludwin, the founder and CEO of Chain, a blockchain technology company targeted at large enterprises. Before shifting his career to focus solely on crypto, Adam was a v...

Chris Burniske - How to Value a Cryptoasset - [Invest Like the Best, EP.62] from 2021-01-31T22:10:42.023393

This episode is a continuation of the Hash Power series. It is the first of what we will call a Hash Power single—a series of conversations each with a single guest on a specific topic. In this ...

Danny Moses – Pot Stocks, Tesla, & The “Wild Bill” Rule for Quants – [Invest Like the Best, EP.106] from 2021-01-31T22:10:42.023393

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Ali Ghodsi – The Past, Present, and Future of Big Data – [Founder’s Field Guide, EP.18] from 2021-01-28T10:30

My Guest today is Ali Ghodsi, founder and CEO of Databricks, a data analytics platform for data scientists and developers. He's also the founder of Apache Spark, the open-source project that Databr...

Joost van Dreunen – Unlocking Value in Gaming – [Invest Like the Best, EP.210] from 2021-01-26T10:30

My guest today is Joost van Dreunen, an investor in the gaming space, professor at NYU's Stern School of Business, and former CEO and co-founder of SuperData Research, a data-driven gaming firm tha...

Ilkka Paananen – Superpowering Teams – [Founder’s Field Guide, EP.17] from 2021-01-21T10:30

My guest today is Ilkka Paananen, Founder and CEO of Supercell, a mobile game developer based in Finland. Supercell has built hugely successful games like Clash of Clans and Clash Royale that have ...

Claire Cormier Thielke – The Future of Cities and Real Estate – [Invest Like the Best, EP.209] from 2021-01-19T10:30

My guest today is Claire Cormier Thielke, Managing Director of Asia Pacific for Hines, the largest private real estate investment, development and management firm in the world with over $144 billio...

Oliver Hughes – The Secret FinTech Giant – [Founder’s Field Guide, EP.16] from 2021-01-14T10:30

My guest today is Oliver Hughes, the CEO of Tinkoff, the leading online commercial bank based in Russia. I found this conversation fascinating and think it will be essential for anyone who wants to...

Zack Fuss – Breaking Down the Food Ecosystem – [Invest Like the Best, EP.208] from 2021-01-12T10:30

My guest today is Zach Fuss, an investor at Continental Grain, a 200-year-old family owned business that is focused on investing and operating businesses throughout the food and agriculture ecosyst...

Carlos Cashman – Lessons from the Amazon Ecosystems – [Founder’s Field Guide, EP.15] from 2021-01-07T10:30

My guest today is Carlos Cashman,  co-founder and co-CEO of Thrasio an acquirer of third-party Amazon sellers. In a surprising departure for a high growth company, Thrasio has been profitable since...

Ram Parameswaran - Internet Scale Businesses – [Invest Like the Best, EP.207] from 2021-01-05T10:30

My guest today is Ram Parameswaran, founder of Octahedron Capital. Ram started Octahedron this year after more than 5 years as a partner at Altimeter Capital where he made investments in Square, By...

Dylan Field - The Growing Importance of Design – [Founder’s Field Guide, EP.14] from 2020-12-31T10:30

Dylan Field is the co-founder and CEO of Figma, a collaborative, online design tool which has taken the world by storm. With a most recent valuation of more than $2B and bakers like Andreessen Horo...

Tracy Graham - Investing in Overlooked Businesses – [Invest Like the Best, EP.206] from 2020-12-29T10:30

My guest today is Tracy Graham, founder and managing principal of Graham Allen Partners, a private equity firm that specializes in acquiring and building technology-enabled businesses. In our conve...

Zach Perret – The Future of Financial Services – [Founder’s Field Guide, EP.13] from 2020-12-24T10:30

Zach Perret is the founder and CEO of Plaid.  Plaid helps companies build fintech solutions by creating APIs that allow people to connect their financial data to apps and services. In this conversa...

Mario Cibelli - Cornerstone Investing Insights - [Invest Like the Best, EP.205] from 2020-12-22T10:30

My guest today is Mario Cibelli. Mario is the managing partner of Marathon Partners Equity Management, a long-biased, concentrated investment firm that he's run for over 20 years. In our conversati...

Bob Pittman - Lessons from Building Media Empires – [Founder’s Field Guide, EP.12] from 2020-12-17T10:30

My guest today, Bob Pittman, has had one of the most interesting careers I’ve ever come across. Today, he’s the CEO of iHeartMedia, the country’s largest operator of radio stations and podcasts. Bo...

Sam Hinkie – Find Your People - [Invest Like the Best, EP.204] from 2020-12-15T10:30

My guest today is Sam Hinkie. Sam worked for more than a decade in the NBA with the Houston Rockets and then as the President and GM of the Philadelphia 76ers. And now, after years of personal inve...

Michelle Zatlyn – Protecting the Internet – [Founder’s Field Guide, EP.11] from 2020-12-10T10:30

My guest today is Michelle Zatlyn. Michelle is the co-founder and COO of Cloudflare, a now $25 billion dollar business which she helped take public last year. Cloudflare helps businesses make their...

Danny Meyer – The Power of Hospitality - [Invest Like the Best, EP.203] from 2020-12-08T10:30

My guest today is Danny Meyer, the founder and CEO of Union Square Hospitality Group, which compromises some of the most acclaimed restaurants in New York like Gramercy Tavern and Union Square Café...

Zac Bookman – How Government Works – [Founder’s Field Guide, EP.10] from 2020-12-03T10:30

My guest today is Zac Bookman. Zac is the Founder and CEO of OpenGov a budgeting and financial management software for local governments. Before he founded OpenGov Zac was an Advisor to U.S. Army G...

Daniel Gross – Finding Undiscovered Talent - [Invest Like the Best, EP.202] from 2020-12-01T10:30

My guest today is Daniel Gross. Daniel is the founder of Pioneer, an extremely unique company which he describes as a “fully remote startup generator” that helps talented people around the world fi...

Emmett Shear - The New Language of the Internet – [Founder’s Field Guide, EP.9] from 2020-11-26T10:30

My guest today is Emmett Shear, founder and CEO of Twitch. Twitch is the world's leading live streaming platform for gamers, which was acquired by Amazon in 2014. We talk about how Twitch empowers ...

RRE Ventures - RRE Ventures - Raju Rishi, Nikita Singareddy, Jason Black - [Invest Like the Best, EP.201] from 2020-11-24T10:30

My guests today are Raju Rishi, Nikita Singareddy, and Jason Black of RRE Ventures. RRE is a New York-based VC firm investing in early-stage start-ups with more than 400 investments over its 25 yea...

Nick Kokonas - Know What You Are Selling – [Founder’s Field Guide, EP.8] from 2020-11-19T10:30

My guest today is Nick Kokonas, the co-founder of the 3 of the best restaurants and bars in America - Alinea, Next, and The Aviary as well as the co-founder and CEO of Tock, a comprehensive booking...

Niki Scevak - Wild Hearts and Wild Ideas - [Invest Like the Best, EP.200] from 2020-11-17T10:30

My guest today is Niki Scevak, co-founder and partner at Blackbird Ventures. Blackbird is a leading VC firm in Australia and New Zealand and has invested in companies like graphic design platform C...

Todd McKinnon - Creating and Defining a New Market Category - [Founder’s Field Guide, EP.7] from 2020-11-12T10:30

My guest today is Todd McKinnon, co-founder and CEO of Okta, the leading provider of identity management for enterprises. Todd started Okta in 2009 after realizing that enterprises would need a rob...

Jason Karp and Rohan Oza – The Power of Brand - [Invest Like the Best, EP.199] from 2020-11-10T10:30

My guests today are Jason Karp and Rohan Oza. Jason is the founder and CEO of HumanCo, a holding company focused on building businesses that help people live healthier lives. Jason formerly ran the...

John Chambers - Pattern Matching, Playbooks, and Winning Product Categories - [Founder’s Field Guide, EP.6] from 2020-11-05T10:30

My guest this week is John Chambers. John was the CEO of Cisco from 1995 to 2015 where he helped grow Cisco from $70 million to $40 billion in annual revenue. In this conversation we discuss the be...

Anu Hariharan – Lessons in Growth Investing - [Invest Like the Best, EP.198] from 2020-11-03T10:30

My guest this week is Anu Hariharan. Anu is a partner at Y-Combinator's Continuity Fund where she focuses on growth investing. Before YC, Anu was an Investment Partner at Andreesen Horowitz where s...

Laura Behrens Wu - When Digital and Physical Worlds Converge - [Founder’s Field Guide, EP.5] from 2020-10-29T09:30

My guest today is Laura Behrens Wu, co-founder and CEO of Shippo. Shippo started in 2014 after Laura realized with her own e-commerce start-up that shipping was an incredibly difficult task for mos...

Brad Gerstner and Rich Barton – Thriving in Changing Markets - [Invest Like the Best, EP.197] from 2020-10-27T09:30

My guests today are Rich Barton and Brad Gerstner. Brad is the founder of Altimeter Capital and is one of my favorite active investors. Brad and Altimeter were one of the largest investors in Snowf...

Jason Citron - Building the Third Place - [Founder’s Field Guide, EP.4] from 2020-10-22T09:30

My guest today is Jason Citron, founder and CEO of Discord. Discord is one of the largest and fastest growing social networks in the world. It started as a place for gamers to congregate online, bu...

Ben Gilbert and David Rosenthal of Acquired - Lessons on Early Stage Investing and Getting Acquired - [Invest Like the Best, EP.196] from 2020-10-20T09:30

My guests today are Ben Gilbert and David Rosenthal. Ben and David are investors but also the duo behind the Acquired podcast, which is one of my favorite podcasts that dives deep into business his...

Leore Avidar - Creating and Selling Superpowers - [Founder’s Field Guide, EP.3] from 2020-10-15T09:30

My guest today is Leore Avidar. Leore is the co-founder and CEO of Lob, a company which makes it easy to send direct mail programmatically. He’s also the founder of a new company focusing on sports...

Jacqueline Novogratz – Investing in Dignity and Character  - [Invest Like the Best, EP.195] from 2020-10-13T09:30

My guest today is Jacqueline Novogratz. Jacqueline is the founder and CEO of Acumen, a non-profit global venture fund that uses entrepreneurial approaches to solve the problems of poverty.  Our con...

Justin Singer - How Regulation Unlocks Opportunity - [Founder’s Field Guide, EP.2] from 2020-10-08T09:30

My guest today is Justin Singer, the founder and CEO of Caliper Foods and Stillwater Brands, two leading companies in the cannabis industry. We start our conversation with a fascinating discussion ...

Jesse Livermore - Upside Down Markets - Understanding Fiscal and Monetary Policy - [Invest Like the Best, EP.194] from 2020-10-06T09:30

My guest today is Jesse Livermore. I’ve worked with Jesse as part of our research partners program at O’Shaughnessy Asset Management for years now. Whenever there is a huge, important, and complex ...

Rahul Vohra - Using Emotion to Design Great Products - [Founder’s Field Guide, EP.1] from 2020-10-01T09:30

Today’s episode represents a new chapter for Invest Like the Best, so requires a longer introduction than normal. Starting today, I’ll be bringing you two episodes per week on the same feed. On Tue...

Modest Proposal – Better, Cheaper, Faster: Why Companies that Reduce Friction Win - [Invest Like the Best, EP.193] from 2020-09-29T09:30

Before getting to this week’s guest, an announcement: starting Thursday we will be introducing a new series of interviews. Be sure to check this same podcast feed in two days to learn more. My gue...

Lauren Taylor Wolfe – The Modern Activist Toolkit - [Invest Like the Best, EP.192] from 2020-09-22T09:30

My guest this week is Lauren Taylor Wolfe. Lauren is the co-founder and Managing Partner of Impactive Capital. Prior to founding Impactive she spent 10 years at Blue Harbour Group, a $3 billion act...

Rory Sutherland – Moonshots and Marketing - [Invest Like the Best, EP.191] from 2020-09-15T09:30

My guest today is Rory Sutherland. Rory is the Vice Chairman of Ogilvy&Mather Group, which is one of the largest and most renowned advertising agencies in the world. He’s also the author of one of ...

Michael Seibel – Lessons from Thousands of Startups - [Invest Like the Best, EP.190] from 2020-09-08T09:30

My guest this week is Michael Seibel. Michael is a Partner at Y Combinator, and the CEO of YC's startup accelerator. He was the cofounder and CEO Justin.tv, which eventually became Twitch, and Soci...

Michael Mauboussin – Great Migration Public to Private Equity - [Invest Like the Best, EP.189] from 2020-09-01T09:30

My guest this week is Michael Mauboussin, the head of consilient research at Counterpoint Global. Michael is an all-time favorite guest here on the show, and this is his fourth appearance. We discu...

Chetan Puttagunta and Jeremiah Lowin – Open Source Crash Course - [Invest Like the Best, EP.188] from 2020-08-25T09:30

My guests this week are Jeremiah Lowin and Chetan Puttagunta. Jeremiah is the founder of Prefect.io, an open-source software company where my family and I are investors, and Chetan is a partner at ...

Katrina Lake – The Next Wave of E-Commerce - [Invest Like the Best, EP.187] from 2020-08-18T09:30

My guest today is Katrina Lake, the co-founder and CEO of Stitch Fix. Stitch Fix is a multi-billion-dollar public company which has brought an entirely new model to retail apparel by combining data...

Brian Armstrong – The Future of Crypto - [Invest Like the Best, EP.186] from 2020-08-11T09:30

My guest this week is Brian Armstrong, the co-founder and CEO of Coinbase. The topic of our conversation is the future of cryptocurrency and decentralized finance. Its been a while since I checked ...

Matt Ball - The Future of Media: Movies, the Metaverse, and More - [Invest Like the Best, EP.185] from 2020-08-04T09:30

My guest today, Matthew Ball, is a long time coming. He’s the former head of strategy at Amazon Studios, an investor, and probably my favorite business essayist writing today. In fact, I can’t thin...

Kat Cole – How to Operate: Lessons in Brand, Distribution, and Leadership - [Invest Like the Best, EP.184] from 2020-07-28T09:30

My guest today is Kat Cole, the COO and president of North America for Focus Brands, which owns famous companies like Cinnabon, Carvel, Jamba, and more. Kat’s story and career trajectory are remark...

Eric Vishria – The Past, Present, and Future of SaaS and Software - [Invest Like the Best, EP.183] from 2020-07-21T09:30

My guest this week is Eric Vishria, a general partner at Benchmark Capital. Eric joined Benchmark after spending the first part of his career as an operator and CEO. The topic of our conversation i...

Turner Novak – The Past, Present, and Future of Consumer Social Companies - [Invest Like the Best, EP.182] from 2020-07-14T09:30

My guest this week is Turner Novak, a partner at Gelt VC. Many of the largest companies in the world today are consumer social companies, so Turner and I discuss the past, present, and future of th...

Charlie Songhurst – Lessons from Investing in 483 Companies - [Invest Like the Best, EP.181] from 2020-07-07T09:30

My guest this week is Charlie Songhurst, the former head of strategy at Microsoft and a prolific investor, having personally invested in nearly 500 companies throughout his career. I met Charlie at...

Blake Robbins – Investing in Gaming - [Invest Like the Best, EP.180] from 2020-06-30T09:30

My guest today is Blake Robbins, a partner at Ludlow Ventures. We talk about all things video games, including the major companies in the industry, how games monetize, how in-game economies work, h...

Brad Gerstner – Public and Private Investing - [Invest Like the Best, EP.179] from 2020-06-23T09:30

My guest today is Brad Gerstner, the founder and CIO of Altimeter Capital, a multi-billion dollar technology-focused investment firm. Brad and his team are known for a deep expertise in internet-en...

John Collison – Growing the Internet Economy - [Invest Like the Best, EP.178] from 2020-06-16T09:30

My guest today is John Collison, the Co-Founder of the digital payments company Stripe. Stripe’s mission is to increase the GDP of the internet, a lofty and deeply interesting pursuit. John is clea...

Jeremy Grantham – An Uncertain Crisis - [Invest Like the Best, EP.177] from 2020-06-09T09:30

My guest today is Jeremy Grantham. Jeremy is the co-founder and chief investment strategist of Grantham, Mayo,&van Otterloo (aka GMO). GMO, which manages more than $60B for clients, was a firm that...

Ben Thompson – Platforms, Ecosystems, and Aggregators - [Invest Like the Best, EP.176] from 2020-06-02T09:30

My guest today is Ben Thompson. Ben is the author of my favorite business strategy newsletter called Stratechery. He’s also the host of the exponent podcast, and now the Dithering, a podcast he rec...

Shishir Mehrotra – The Art and Science of the Bundle - [Invest Like the Best, EP.175] from 2020-05-26T09:30

My guest today is Shishir Mehrotra and the topic of our conversation is the bundle: offering access to multiple products, services, or providers for a single bundled price. This topic is full of in...

Hamilton Helmer – Power + Business - [Invest Like the Best, EP.174] from 2020-05-19T09:30

My guest today is Hamilton Helmer, the Co-Founder and Chief Investment Officer of Strategy Capital and the author of one of the best business books in history called 7 Powers, which is the topic of...

Tobi Lutke – Building a Modern Business - [Invest Like the Best, EP.173] from 2020-05-12T09:30

My guest today is Tobi Lutke, the co-founder, and CEO of Shopify.  This is both a timely and evergreen conversation.  Timely, as the world as moved aggressively digital in the past two months, and ...

Ali Hamed – An Update on Private Credit - [Invest Like the Best, EP.172] from 2020-05-05T09:30

My guest today is popular past guest Ali Hamed, who joins us for an update on private credit. We discuss what has happened so far, what parts of the market are frozen, and where opportunities may l...

Chris Bloomstran - An Update on Public Markets - [Invest Like the Best, EP.171] from 2020-04-30T09:30

My guest today for a flash update is Chris Bloomstran, the founder and CIO of Semper Augustus and a popular past guest on the show. We talk about his view on the state of the public equity market, ...

Josh Kopelman - The Past, Present, And Future Of Seed Investing - [Invest Like the Best, EP.170] from 2020-04-28T09:30

My guest today is Josh Kopelman, the founder of famed venture capital firm First Round Capital. Prior to starting First Round, which has invested at the earliest stages in companies like Square, Ub...

Manny Stotz - Frontier Markets Investing - [Invest Like the Best, EP.169] from 2020-04-21T09:30

My guest today is Manny Stotz, the founder of Kingsway Capital. Manny is one of the leading investors in Frontier Markets, investing in equities in countries like Egypt, Bangladesh, and Pakistan. W...

Sarah Tavel - Consumer&Marketplace Investing - [Invest Like the Best, EP.168] from 2020-04-07T09:30

My guest this week is Sarah Tavel, a general partner at Benchmark, working alongside past guests Bill Gurley and Chetan Puttagunta. Sarah has a long history as both an investor and as an operator. ...

[BONUS] Boyd Varty - 40 Days and 40 Nights from 2020-04-05T16:00

In the midst of the worldwide quarantine, my friend Boyd Varty decided to begin an adventure he has been considering for a long time: a 40 day and 40 night stay in the African wilderness. I’m relea...

Gavin Baker – Investing Through a Bear Market - [Invest Like the Best, EP.167] from 2020-04-02T09:30

My guest today is with past guest Gavin Baker, the founder and CIO of Atreides Management, LP. We discuss investing during a bear market and the major ways in which the COVID19 outbreak has dramati...

D.A. Wallach – Investing in Healthcare - [Invest Like the Best, EP.166] from 2020-03-31T09:30

My guest today is D.A. Wallach, one of the more interesting investors I’ve come across. He is the former lead singer of the group Chester French and the former artist-in-residence at Spotify, where...

Chad Cascarilla – Update on Tail Risk - [Invest Like the Best, EP.165] from 2020-03-25T09:30

My guest today is Chad Cascarilla, here to discuss some of the tail risks in the economy and markets as of March 24th in the midst of the Coronavirus pandemic. Chad was one of the most successful i...

Brent Beshore – Update on Small Business and Private Equity - [Invest Like the Best, EP.164] from 2020-03-20T09:30

My conversation today is with my close friend Brent Beshore. Brent is a private equity investor who owns and interacts with many small businesses, which have been hit especially hard by COVID. We d...

Dan Rasmussen – Investing Through a Crisis - [Invest Like the Best, EP.163] from 2020-03-16T09:30

My guest this morning is Dan Rasmussen of Verdad Capital. Like me, Dan and his firm focus on quantitative research. Just a month before the COVID crisis hit markets, they completely and published a...

Bill Gurley and Chetan Puttagunta – An Update on Consumer&Enterprise Venture Capital - [Invest Like the Best, EP.162] from 2020-03-13T09:30

My guests today are Bill Gurley and Chetan Puttagunta, both partners at benchmark capital. We review the early stage investing world in the face of coronavirus in a very timely conversation, which ...

Bryan Krug – An Update on Corporate Credit - [Invest Like the Best, EP.161] from 2020-03-13T01:00

My guest in this flash podcast is Bryan Krug of Artisan partners. We discuss what has happened so far in the corporate high yield and investment-grade credit markets, and the loan market. We compar...

Deep Basin – Oil Price War and Its Implications - [Invest Like the Best, EP.160] from 2020-03-11T09:30

This week, I’ll be recording and immediately releasing a series of conversations on business and market reactions to the spread of coronavirus. The conversations will be on oil and gas, corporate c...

Peter Zeihan - Dis-United Nations - [Invest Like the Best, EP.159] from 2020-03-10T09:30

My guest this week is Peter Zeihan, the author of a new book, the Disunited Nations.  Peter was an extremely popular guest on the show last year and after reading his new book, I knew we had a lot...

Jeff Lawson – How to Build a Platform - [Invest Like the Best, EP.158] from 2020-03-03T10:30

My guest this week is Jeff Lawson, the Founder, and CEO of Twilio. Twilio is a 15-billion-dollar company offering a cloud communications platform to its customers.  Twilio is used by customers like...

Niko Canner – Become a Perfect Instrument - [Invest Like the Best, EP.157] from 2020-02-25T10:30

Niko Canner is the founder of Incandescent where he and his team help the leaders of large companies in the areas of strategy and innovation. He was also the founder of Katzenbach Partners and a me...

[REPLAY] What You Learn About Business Deals After: 12,000 Deals Reviewed, 1,500 Deep Dives, 125 Site Visits, and 7 Portfolio Companies with Brent Beshore - [Invest Like the Best, EP.100] from 2020-02-04T10:30

For the 100th episode, I’ve brought back my good friend Brent Beshore. Brent was the 10th guest on the podcast, after we met because of a mutual interest in capital allocation. I quickly learned th...

Chetan Puttagunta – Go Slow to Go Fast: Software Building and Investing - [Invest Like the Best, EP.156] from 2020-01-28T10:30

My guest this week is a good friend and a business mentor of mine. Chetan Puttagunta is a general partner at Benchmark Capital and has a remarkable track record of investing in early-stage software...

Rebecca Kaden – Thesis Driven Investing - [Invest Like the Best, EP.155] from 2020-01-21T10:30

My guest today is Rebecca Kaden, a partner at famed venture firm union square ventures. USV is known for thesis-driven investing, which is the topic of our conversation. Rebecca walks us through th...

Matt Clifford – Investing Pre-Company - [Invest Like the Best, EP.154] from 2020-01-14T10:30

My guest today is Matt Clifford. He’s the co-founder of Entrepreneur First, the world’s leading talent investor. They invest “pre-company” by helping the best people in cities around the world find...

Peter Buffett – Finding Your Note - [Invest Like the Best, EP.153] from 2020-01-07T10:30

My guest today is Peter Buffett. Peter is a musician, composer, author, and philanthropist. Peter is an Emmy Award winner, New York Times best-selling author and co-chair of the NoVo Foundation. We...

Ben Savage – All Things Fintech Investing - [Invest Like the Best, EP.152] from 2019-12-17T10:30

My guest today is Ben Savage, a partner at Clocktower ventures. Ben is focused on financial technology, fintech, investing which is the topic of our conversation. I’ve been making the fintech is r...

Jeff Ma – Making Decisions with Data - [Invest Like the Best, EP.151] from 2019-12-10T10:30

My guest this week is Jeff Ma. Jeff was on the famous MIT Blackjack team from the book Bringing Down the House but has spent his career in an around fields of analytics and data science. He’s studi...

Vaughn Tan – Quality and Innovation - [Invest Like the Best, EP.150] from 2019-12-03T10:30

My guest today is Vaughn Tan, who studies quality, innovation, and organizational behavior. His resume is bonkers. He’s a PhD from Harvard, Was an infantry signals logistician in the Republic of Si...

Gavin Baker – Tech and Consumer Growth Investing - [Invest Like the Best, EP.149] from 2019-11-26T10:30

My guest this week is Gavin Baker, the founder, and manager of Atreides Management. I met Gavin in the same way I meet many of the most interesting people, on twitter. His focus is on consumer and ...

Kevin Systrom and Mike Krieger – How to Build a Great Product from 2019-11-19T10:30

My guests this week are Kevin Systrom and Mike Krieger, the co-founders of Instagram. I met Kevin and Mike a few months ago over a shared interest in business and investing. I have found them both...

Daniel Ek – The Future of Audio - [Invest Like the Best, EP.147] from 2019-11-12T10:30

My guest this week is Daniel Ek, the founder and CEO of Spotify. In my conversations with Daniel, I’ve found him to be one of the most interesting and thoughtful business leaders in the world. You...

George Rzepecki – Investing in Africa - [Invest Like the Best, EP.146 from 2019-11-05T10:30

My guest this week is George Rzepecki, the found and managing partner Raba, an Africa focused investment firm. George is making investments across Africa in early-stage companies. Africa represents...

Chad Cascarilla – The Future of Blockchain and Financial Services - [Invest Like the Best, EP.145] from 2019-10-29T09:30

My guest today is Chad Cascarilla, the CEO and co-founder of Paxos, which describes itself as a financial technology company “mobilizing assets at the speed of the internet.“ Thanks to more than 20...

Bill Gurley – Direct Listing vs. IPO - [Invest Like the Best, EP.144] from 2019-09-24T09:30

My guest this week is Bill Gurley, general partner at Benchmark Capital. Our conversation is about one specific issue that has popped up as a topic of interest in the investing community in recent ...

[REPLAY] Albert Wenger - World After Capital - [Invest Like the Best, EP.80] from 2019-09-17T09:30

My guest this week is Albert Wenger, a managing partner at Union Square Ventures and the author of the book World After Capital. Albert studied economics at Harvard and earned a PhD in information...

[REPLAY] Deep Basin – Earning Alpha in Energy - [Invest Like the Best, EP.81] from 2019-09-11T09:30

My guest this week are Matt Smith and Ian singer of Deep Basin Capital, a hedge fund specializing in the energy sector. I first met Matt almost 10 years and, in that time, I’ve grown to respect hi...

[REPLAY] Pat Dorsey - Buying Companies With Economic Moats - [Invest Like the Best, EP.51] from 2019-08-27T09:30

My guest this week is Pat Dorsey, who was the longtime director of equity research at Morningstar, where he specialized in economic moats: sources of sustained competitive advantage that allow a fe...

Joe McLean – How to be a Pro’s Pro - [Invest Like the Best, EP.143] from 2019-08-20T09:30

My guest this week is Joe McLean, the founder of Intersect Capital, which provides financial advisory services to a variety of clients, including a number of NBA players and other professional athl...

Zack Kanter – All Things Business - [Invest Like the Best, EP.142] from 2019-08-13T09:30

This week’s guest is, Zack Kanter, the founder and CEO of the Stedi.  Zack and I decided not to talk much about his business on this podcast and opted instead to explore more generally, so a bit of...

Chris Bloomstran – What Makes a Quality Company - [Invest Like the Best, EP.141] from 2019-08-06T09:30

My guest this week is Chris Bloomstran, the president and chief investment officer of Semper Augustus Investments Group. He became famous in investing circles a few years back for his incredibly de...

Brian Christian – How to Live with Computers - [Invest Like the Best, EP.140] from 2019-07-30T09:30

My guest this week is Brian Christian, the author of two of my favorite recent books: Algorithms to Live By and The Most Human Human. Our conversation covers the present and future of how humans ...

Eric Sorensen - How Quant Evolves - [Invest Like the Best, EP.139] from 2019-07-23T09:30

My guest this week is Eric Sorensen, the CEO of Panagora asset management, which manages more than $46B for clients across a variety of strategies. Eric began his career serving in the Air Force a...

Jane McGonigal – How Games Make Life Better - [Invest Like the Best, EP.138] from 2019-07-16T09:30

Jane McGonigal, PhD is a world-renowned designer of alternate reality games — or, games that are designed to improve real lives and solve real problems. She is the Author of Reality is Broken: Why...

Bill Gurley – All Things Business and Investing - [Invest Like the Best, EP.137] from 2019-07-02T09:30

My guest this week is Bill Gurley, a general partner at Benchmark Capital and one my favorite investment thinkers. As you’ll hear, despite enormous success through his career, Bill is clearly still...

Jesse Livermore – The Search for the Truth with the Anonymous Master - [Invest Like the Best, EP.136] from 2019-06-25T09:30

This week I have a very special guest years in the making. Like another favorite episode, with anonymous guest Modest Proposal, this conversation is with one of the stars of the financial twitter u...

Chuck Akre – The Three-Legged Stool - [Invest Like the Best, EP.135] from 2019-06-18T09:30

My guest today is Chuck Akre, a now widely famous investor who founded Akre Capital Management in 1989, which now manages approximately $10B dollars. We discuss his investing style and his “three-l...

Jerry Neumann – Why Venture is Hard - [Invest Like the Best, EP.134] from 2019-06-11T09:30

My guest this week is Jerry Neumann. Jerry is one of the most thoughtful early stage investors that I’ve encountered, and his writings at reactionwheel.net are my favorite on this topic. He applies...

[REPLAY] Sam Hinkie – Data, Decisions, and Basketball - [Invest Like the Best, EP.88] from 2019-06-04T09:30

I came across this week’s guest thanks to the overlap of three passions of mine: data informed investing, value creation, and basketball. Sam Hinkie worked for more than a decade in the NBA with th...

David Epstein – Wide or Deep? - [Invest Like the Best, EP.133] from 2019-05-28T09:30

My guest this week is David Epstein. David is a writer and researcher extraordinaire and the author of two great books. His second, Range, is out today and I highly recommend it. We discuss the pr...

Priya Parker – The Art of Gathering - [Invest Like the Best, EP.132] from 2019-05-21T09:30

This week I’m hosting an investor retreat and so thought it fitting to release this conversation with Priya Parker on the art of gathering. I’ve been interested in the topic of community and gathe...

[REPLAY] Tim Urban - Grand Theft Life - [Invest Like the Best, EP.59] from 2019-05-14T09:30

This week’s conversation is about artificial intelligence and interplanetary travel. Its about content creation, thinking from first principles, and death progress units. Its about brain machine in...

Stephanie Cohen – The Evolution of M&A and Corporate Strategy - [Invest Like the Best, EP.131] from 2019-05-07T09:30

My guest this week is Stephanie Cohen, who is the chief strategy officer for Goldman Sachs and a member of their management committee. Prior to her current role, she spent the majority of her caree...

[REPLAY] Will Thorndike - How Skilled Capital Allocators Compound Capital - [Invest Like the Best, EP.36] from 2019-04-30T09:30

This week’s guest is Will Thorndike, an author and investor whose book The Outsiders is an all-time favorite of mine. Our conversation is in two parts. First, we dive deep into the lessons of his 8...

Josh Wolfe – The Tech Imperative - [Invest Like the Best, EP.130] from 2019-04-23T09:30

My guest this week is Josh Wolfe, co-founder and managing partner at Lux Capital. I had Josh on the podcast last year which was one of the most popular episodes in the shows history. This is a cont...

Katherine Collins – Impact and ESG Investing - [Invest Like the Best, EP.129] from 2019-04-16T09:30

My guest this week is Katherine Collins, who is the head of sustainable investing at Putnam Investments, a portfolio manager on two of Putnam’s sustainable investing funds, and the author of the bo...

Geoffrey Batt – The Nature of Transformational Returns - [Invest Like the Best, EP.128] from 2019-04-09T09:30

My guest this week Geoffrey Batt and the topic of our conversation is how to earn transformational returns in very hard markets. In his case, that means Iraqi equities which we cover in detail. He ...

Brian Singerman – Investing in the Best Founders - [Invest Like the Best, EP.127] from 2019-04-02T09:30

My guest this week is Brian Singerman, a partner at the venture capital firm Founders Fund. Founder’s Fund is widely considered one of the top VC firms and its partners are known to have diverse in...

Michael Mauboussin – The Four Sources of Alpha - [Invest Like the Best, EP.126] from 2019-03-26T09:30

My guest this week for the third time is Michael Mauboussin. If there is a major question about markets and investing, Michael has usually written one of the best pieces of research on that topic. ...

Annie Duke – Wanna Bet? - [Invest Like the Best, EP.125] from 2019-03-19T09:30

My guest this week is with Annie Duke, and the topic of our discussion is how to improve decision making. We break decisions down into their component parts: values, beliefs, decisions, randomness...

Michael Mayer – Pseudonymous Social Capital and Bottomless Coffee - [Invest Like the Best, EP.124] from 2019-03-12T09:30

My guest this week is unique and so requires a short story. I met our guest Michael Mayer because of twitter. I followed and enjoyed one of several pseudonymous accounts that he maintains to exper...

Peter Zeihan – The Future of Geopolitics - [Invest Like the Best, EP.123] from 2019-03-05T10:30

Peter is a geopolitical strategist who combines expertise in demography, economics, energy, politics, technology, and security to assess an uncertain future. Before founding his own strategy firm, ...

Michael Kitces – The Past, Present&Future of Financial Advice - [Invest Like the Best, EP.122] from 2019-02-26T10:30

My guest this week is Michael Kitces, who is one of our industries go-to experts on all things financial advise and financial planning. We discuss the past, present, and future of financial advise...

Alex Danco – Scarcity, Abundance and Bubbles - [Invest Like the Best, EP.121] from 2019-02-12T10:30

My guest this week is Alex Danco. Alex is a member of the Discover Team at Social Capital, has a background in biology, and has written about all things tech and business. While Alex is only 30, it...

Keith Wasserman – Real Estate Investing - [Invest Like the Best, EP.120] from 2019-02-05T10:30

My guest this week is Keith Wasserman, co-founder of the real estate investment firm Gelt. This was my first fully dedicated conversation on direct real estate investing, so we cover many differen...

Alex Mittal – Early Stage Investing - [Invest Like the Best, EP.119] from 2019-01-29T10:30

My guest this week is Alex Mittal, co-founder of Funders Club. Following past guest Jeremiah Lowin, Alex is my second elementary school friend to appear on the podcast—a trend I hope continues. Fu...

Eugene Wei – Tech, Media, and Culture - [Invest Like the Best, EP.117] from 2019-01-22T10:30

My guest this week, Eugene Wei, has one of the most interesting backgrounds of anyone I’ve had on the podcast. He worked at Amazon early in its life, was the head of product at Hulu and Flipboard, ...

Michael Duda – Investing In Brands - [Invest Like the Best, EP.117] from 2019-01-15T10:30

My guest this week is Michael Duda, and the topic of our conversation is the role that brand plays in business and investing.  Michael has worked on and invested in a wide-range of brands including...

Abby Johnson – Future of Finance - [Invest Like the Best, EP.116] from 2019-01-08T10:30

Over the summer. I spent time with Abby Johnson, who is the chairman and CEO of Fidelity Investments and several other business leads at Fidelity to understand how a very large firm like theirs is ...

Keith Rabois - If You Can’t Sell Them, Compete with Them - [Invest Like the Best, EP.115] from 2018-12-18T10:30

My guest this week is Keith Rabois. Keith is currently an investment partner at Khosla Ventures, but has a storied and diverse background as an investor, entrepreneur, and executive. He has worked ...

Bryan Krug – High Yield Credit Investing - [Invest Like the Best, EP.114] from 2018-12-11T10:30

My guest today is Bryan Krug, who manages the Artisan Partners Credit Team and overseas more than $3B in high yield credit investments for the firm. This was my first conversation on high yield, so...

Maureen Chiquet – Leadership Through Hard Conversations - [Invest Like the Best, EP.113] from 2018-12-04T10:30

My guest this week is Maureen Chiquet, the former longtime CEO of Chanel. Maureen also spent much of her career at the Gap, growing Old Navy from scratch, and serving as the president of Banana Rep...

Hunter Walk – Building Picks and Shovels - [Invest Like the Best, EP.112] from 2018-11-27T10:30

My guest this week is Hunter Walk, the co-founder of Homebrew, a unique venture capital firm. Hunter is a tool builder, having spent his career before venture at companies like Google and YouTube. ...

[REPLAY] Alex Moazed – Building Modern Monopolies - [Invest Like the Best, EP.25] from 2018-11-20T10:30

[REPLAY] Modern Monopolies: What It Takes to Dominate the 21st Century Economy, which explores the platform business model (Uber, Airbnb, Github).  Alex is also the founder and CEO of Applico, a ...

Cliff Asness – The Past, The Present&Future of Quant [Invest Like the Best, EP.111] from 2018-11-13T10:30

My guest this week is Cliff Asness, the managing and founding principal at AQR Capital Management. 20 years after its founding in 1998, AQR manages $226 Billion dollars across a number of quantitat...

[REPLAY] Peter Attia, M.D. - How to Live a Longer, Higher Quality Life - [Invest Like the Best, EP.27] from 2018-11-06T10:30

[REPLAY] My guest this week is Peter Attia, M.D., whose mission is to understand and improve human lifespan and healthspan (or quality of life).  Reading Peter’s research, you find that there are ...

Ryan Caldbeck – Quant in Private Markets - [Invest Like the Best, EP.110] from 2018-10-30T09:30

My guest this week is Ryan Caldbeck, a private equity investor who wants to bring quantitative rigor to the private markets. Ryan is the CEO of Circle Up, which uses a system it calls Helio to iden...

Howard Lindzon – Fintech and Trend Following - [Invest Like the Best, EP.109] from 2018-10-23T09:30

My guest this week aspires to be the Larry David of investing, and we discuss why. Howard Lindzon is hard to categorize. He’s primarily an early stage investor right now, but he’s participated in a...

CoVenture Credit - Esoteric Credit with Ail Hamed, Brian Harwitt, and Marc Porzecanski - [Invest Like the Best, EP.108] from 2018-10-16T09:30

My guests this week are Ali Hamed, Brian Harwitt and Marc Porzecanski who work together at CoVenture Credit. When I first had Ali on as a podcast guest, we discussed the many aspects of what his fi...

Saifedean Ammous – The Bitcoin Standard - [Invest Like the Best, EP.107] from 2018-10-09T09:30

My guest this week is Saifedean Ammous, author of the book the Bitcoin Standard. This was one of the more interesting conversations I’ve had in the world of cryptocurrency, primarily because we don...

Jeremiah Lowin – Machine Learning in Investing – [Invest Like the Best, EP.105] from 2018-09-25T09:30

My guest this week is one of my best and oldest friends, Jeremiah Lowin. Jeremiah has had a fascinating career, starting with advanced work in statistics before moving into the risk management fiel...

Trail Magic - Lessons from Two Years of the Podcast [Invest Like the Best, EP.104] from 2018-09-18T09:30

This week, to mark the two-year anniversary of the podcast, I offer a quick summary looking back and forward.

Kathryn Minshew - How Employers and Employees Should Build Careers - [Invest Like the Best, EP.103] from 2018-09-11T09:30

My guest this week is Kathryn Minshew, the co-founder and CEO of the Muse, and the co-author of The New Rules for Work: the Modern Playbook for Navigating Your Career. I’ve learned in business is t...

Richard Craib - Crowdsourcing Predictive Algorithms - [Invest Like the Best, EP.102] from 2018-09-04T09:30

I intentionally avoid the world of quantitative investing on this podcast. The whole point of this format is to learn about many different fields, and the vast majority of my time is already spent ...

Elad Gil – How to Identify Interesting Markets - [Invest Like the Best, EP.101] from 2018-08-28T09:30

My guest this week has a fascinating background. He has a PhD in biology but has split his time as both an investor and an operator. As an investor, he’s involved in companies like Airbnb, Coinbase...

What You Learn About Business Deals After: 12,000 Deals Reviewed, 1,500 Deep Dives, 125 Site Visits, and 7 Portfolio Companies with Brent Beshore - [Invest Like the Best, EP.100] from 2018-08-21T09:30

For the 100th episode, I’ve brought back my good friend Brent Beshore. Brent was the 10th guest on the podcast, after we met because of a mutual interest in capital allocation. I quickly learned th...

Boyd and Bronwyn Varty – Track Your Life - [Invest Like the Best, EP.99b] from 2018-08-15T09:30

Today’s conversation is a continuation of my discussion on applying the lessons of tracking animals in the wild to tracking in your own life. I encourage to listen to that episode first. In this s...

Boyd Varty – Live Like a Tracker - [Invest Like the Best, EP.99a] from 2018-08-14T09:30

An interesting question that I think about a lot: how do you balance exploring the new with savoring what you already know and love? Most of the time I prefer to explore, but the best part of this ...

Ryan Selkis - The Crypto Barbell and Token Curated Registries - [Invest Like the Best, EP.98] from 2018-08-07T09:30

Ryan Selkis - The Crypto Barbell and Token Curated Registries - [Invest Like the Best, EP.98] This week’s conversation is for those interested in the nitty gritty of cryptocurrencies and for those...

Cathie Wood – Investing in Innovation - [Invest Like the Best, EP.97] from 2018-07-31T09:30

My guest this week is Cathie Wood, the founder of ARK invest. Cathie and her team believe that disruptive innovation is the key to long-term growth and, therefore, alpha in the public markets. Bec...

Bethany McLean - Business Gone Bad and the Art of Persistence - [Invest Like the Best, EP.96] from 2018-07-24T09:30

I’ve often heard that good investors are a bit like journalists: doggedly collecting evidence and building an understanding of how all the pieces of a company or investment fit together. My guest t...

Modest Proposal – Value is Dead, Long Live Value - [Invest Like the Best, EP.95] from 2018-07-17T09:30

A very short introduction today because my guest is anonymous. Suffice it to say he manages a large pool of private capital. He goes by the pseudonym “modest proposal” and his twitter presence is ...

[REPLAY] Eric Maddox – The Ace of Spades - [Invest Like the Best, EP.15] from 2018-07-10T09:30

With Patrick out of the country this week, we thought we'd play an old favorite that many of you have not heard. Please Enjoy!   This week we explore a rare and underappreciated skill through the...

Niel Robertson – The Future of Media - [Invest Like the Best, EP.94] from 2018-07-03T09:30

This week’s episode covers a new set of topics. The conversation, with Niel Robertson, covers media, e-sports, content distribution, marketing, and a lot more. Niel started a software company out o...

Eric Balchunas – The Past, Present&Future of ETFs - [Invest Like the Best, EP.93] from 2018-06-26T09:30

My guest this week is Eric Balchunas, the senior ETF analyst for Bloomberg and the author of the Institutional ETF toolbox. This episode is intended for those in the asset or wealth management indu...

New Angles on Crypto - Kyle Samani and Tushar Jain - [Invest Like the Best, EP.92] from 2018-06-19T09:30

My guests this week are Kyle Samani and Tushar Jain, both managing partners at Multicoin Capital. I’ve taken a bit of a break from crypto because I hadn’t sensed many new angles to explore in this...

Michael Recce – Tim Cook’s Dashboard - [Invest Like the Best, EP.91] from 2018-06-12T09:30

My guest this week is Michael Recce, the chief data scientist for Neuberger Berman. The topic of our conversation is the use of data in the investment process, to help cultivate what is commonly re...

Ash Fontana – Investing in Artificial Intelligence - [Invest Like the Best, EP.90] from 2018-06-05T09:30

My guest this week is Ash Fontana, a managing partner at venture capital firm Zetta, who invests in companies which build software that uses artificial intelligence methods like machine learning to...

Mike Zapata – The Darkest Night: Lessons from Battle and Value Investing - [Invest Like the Best, EP.89] from 2018-05-29T09:30

My guest this week is remarkable. He now applies his talents on Wall Street, searching for smaller cap companies trading at huge discounts in an effort to compound wealth for his investors. He is c...

Sam Hinkie – Data, Decisions, and Basketball - [Invest Like the Best, EP.88] from 2018-05-22T09:30

I came across this week’s guest thanks to the overlap of three passions of mine: data informed investing, value creation, and basketball. Sam Hinkie worked for more than a decade in the NBA with th...

Tren Griffin – Pulling the Thread - [Invest Like the Best, EP.87] from 2018-05-15T09:30

My guest this week is a bundle of curiosity, and that is one of the nicest things I could say about someone. For several years, Tren Griffin has been writing a weekly blog post that highlights thin...

Jason Karp – Opportunities in Public and Private Markets - [Invest Like the Best, EP.86] from 2018-05-08T09:30

I believe that any investment strategy that will deliver strong returns in the future must evolve. Any strategy should rest on rock solid foundational principles, which change rarely if ever—things...

Chris Douvos – A Value Investor Lost in the Valley - [Invest Like the Best, EP.85] from 2018-05-01T09:30

My guest this week is Chris Douvos, a managing partner at Venture Investment Associates, which allocates 1.6B in behalf of investors.  Chris is the first professional allocator I’ve spoken with wh...

Arianna Simpson – The Crypto Landscape - [Invest Like the Best, EP.84] from 2018-04-24T13:39:43

My guest today is Arianna Simpson, who has spent her career in an around the world of technology working at startups, Facebook, and now in venture capital as an investor focused on the world of cry...

Shark Tank with Thatcher Bell and Taylor Greene - [Invest Like the Best, EP.83] from 2018-04-17T09:30

We’ve always found that even in public equities, you learn more once you have a live portfolio. One of the best ways to learn is to put some capital at risk. For this episode, I asked two VCs to si...

Nikhil Kalghatgi – Moonshot Investing - [Invest Like the Best, EP.82] from 2018-04-10T09:30

My guest this week helps me complete the first trilogy of guests on the podcast. His name is Nikhil Kalghatgi. Along with past guests Ali Hamed and Savneet Singh, Nikhil is a partner at the asset m...

Live EP.01 – Peter Attia, M.D. [Invest Like the Best] from 2018-03-27T09:30

This week’s episode was the first one that I’ve recorded live. It was the second dinner in what I expect to be a long series where I bring together 30 people from a variety of backgrounds to discus...

[REPLAY] Boyd Varty – The Art of Tracking - [Invest Like the Best, EP.32] from 2018-03-20T09:30

[After talking to the brilliant string of guests the past several weeks, Patrick’s brain needed a rest—oh and a concussion didn’t help matters. To hold you over until next week, here is one of the ...

Albert Wenger - World After Capital - [Invest Like the Best, EP.80] from 2018-03-13T09:30

My guest this week is Albert Wenger, a managing partner at Union Square Ventures and the author of the book World After Capital. Albert studied economics at Harvard and earned a PhD in information...

Savneet Singh - The Berkshire of Software - [Invest Like the Best, EP.79] from 2018-03-06T10:30

My guest this week is another in a recent series of people that makes me want to work harder, learn more, and do more for others. His name is Savneet Singh, and he has already accomplished a remark...

Dan Rasmussen - Private Equity Returns in Public Markets - [Invest Like the Best, EP.78] from 2018-02-27T10:30

It has been a while since we discussed private equity on the show, so I was excited for this week’s conversation. My guest is Dan Rasmussen, the founder of Verdad advisers. Dan worked in private eq...

Pat Dorsey Returns - The Moat Portfolio - [Invest Like the Best, EP.77] from 2018-02-20T10:30

My guest this week, back for a second conversation, is Pat Dorsey. Pat ran equity research at Morningstar before leaving to start his own asset management company: Dorsey Asset Management. His area...

Josh Wolfe - This is Who You Are Up Against - [Invest Like the Best, EP.76] from 2018-02-13T10:30

Long-time listeners will have heard me joke before that this podcast should really be called “this is who are you up against.” I’ve been waiting for the right episode to deploy the joke as a title,...

Harvey Sawikin - Emerging Market Opportunities - [Invest Like the Best, EP.75] from 2018-02-06T10:30

My guest this week is Harvey Sawikin, a co-founder and lead portfolio manager at Firebird Management, which manages funds dedicated to investing in emerging market equities. Emerging markets are of...

Dr. Ben Hunt - The Three-Body Portfolio - [Invest Like the Best, EP.73] from 2018-01-23T10:30

My guest this week is Dr. Ben Hunt, the chief investment strategist at Salient and the author of the extremely popular epsilon theory.

I’ve always enjoyed Ben’s writing style, parti...

Ali Hamed – Creative Investing - [Invest Like the Best, EP.71] from 2018-01-09T10:30

I have a special request this week: share this episode with every curious person in your life. 

The conversation, with a 26-year old investor named Ali Hamed, serves as an example of what...

Sheel Tyle - The Future of Venture Capital - [Invest Like the Best, EP.70] from 2018-01-02T10:30

My guest this week is Sheel Tyle, who at just 26 years old has already had a successful career in venture capital. His most recent stint was as the co-head of the seed investing business at NEA,...

Chris Dixon – The Future of Tech - [Invest Like the Best, EP.69] from 2017-12-26T10:30

My guest this week is Chris Dixon, who has written some of my favorite essays on technology and venture investing. Chris is a prolific investor and thinker, having been an entrepreneur, angel in...

Sorin Capital – Retail Contrarians - [Invest Like the Best, EP.68] from 2017-12-19T10:30

So far I’ve spent no time in the podcast discussing real estate, so I was excited to get the chance to talk to the team at Sorin Capital, a billion dollar hedge fund which specializes in commerc...

Franklin Foer – World Without Mind - [Invest Like the Best, EP.67] from 2017-12-12T10:30

My guest this week is Franklin Foer, the author the recently published book “World Without Mind.” The topic of our conversation is one that I’ve been thinking through often this past year: the i...

Joanne Wilson - Angel Investing and Trend Spotting - [Invest Like the Best, EP.65] from 2017-11-28T10:30

My guest today is Joanne Wilson, a New York City based angel investor, writer, podcaster, trend spotter, and self-described “woman around town.” Joanne has had a multifaceted and winding career,...

Connor Leonard - Capital Light Compounders&Reinvestment Moats - [Invest Like the Best, EP.64] from 2017-11-21T10:30

This week’s conversation is an ode to old school, fundamental public market investing. My conversation is with IMC’s Connor Leonard, who spends most waking hours thinking and reading about marke...

Dhani Jones - Adventures in Sports, Business, and Investing - [Invest Like the Best, EP.63] from 2017-11-14T10:30

My guest this week is unique. As you will hear early and often, he is programmed to go his own way, to, as he says, go one way when everyone else is going another. His name is Dhani Jones, a nam...

Brad Katsuyama - What Happens When You Hit “Buy” - [Invest Like the Best, EP.61] from 2017-10-31T09:30

My guest this week is Brad Katsuyama, the founder of the IEX exchange and protagonist of Michael Lewis’s famous book Flash Boys, which chronicled the role of high frequency trading in markets. Listen

Brett Maloley - Ladder: The Fitness Marketplace - [Invest Like the Best, EP.60] from 2017-10-24T09:30

This week’s episode is part of an experiment and so requires a longer than normal introduction.

I’ve come to view this podcast as a learning tool, a means to understand a new topic in a s...

Tim Urban - Grand Theft Life - [Invest Like the Best, EP.59] from 2017-10-17T09:30

This week’s conversation is about artificial intelligence and interplanetary travel. Its about content creation, thinking from first principles, and death progress units. Its about brain machine...

Hash Power – Ep. 3 - Funding, Forking, and a Creative Future from 2017-10-10T09:30

In episodes one and two of Hash Power, we explored blockchain technology and cryptocurrency investing. In this episode, we discuss the current and potential future states of the crypto world. We...

Hash Power – Ep. 2 - Investing in Cryptocurrencies  from 2017-10-03T10:00

In episode 1 of Hash Power, we explored blockchains as a technology—how they work, why tokens (also known as cryptocurrencies) are an integral part of any blockchain, and how these new networks ...

Hash Power – Ep. 1 - Understanding Blockchains from 2017-09-26T10:00

Welcome to the first episode of Hash Power, an audio documentary that explores the world of blockchain and cryptocurrencies with leaders in the field like Naval Ravikant, Olaf Carlson-Wee, Fred ...

David Tisch - Tech Investing Outside of Silicon Valley - [Invest Like the Best, EP.55] from 2017-09-19T10:00

My guest this week is David Tisch, who was instrumental in building and fostering venture capital investing in New York City. If you liked my conversation with Jerry Neumann--who, incidentally, ...

David Gardner - Finding Companies That Break the Rules - [Invest Like the Best, EP.54] from 2017-09-12T10:00

The investment strategy discussed in this week's episode is diametrically opposed to my own value tendencies, but it still one that has done exceptionally well.  

My guest is David Gardne...

Meb Faber - Factors, Dividends, and Angel Investing - [Invest Like the Best, EP.53] from 2017-09-07T10:00

My guest this week is Meb Faber, who started a podcast similar to this one right before mine and was a big reason I was open to the idea in the first place. Meb is a quantitative researcher whos...

Team Ritholtz - The Wu Tang Clan of Finance - [Invest Like the Best, EP.52] from 2017-08-29T10:00

My guests this week don't need to be introduced. In celebration of the one year anniversary of invest like the best, I asked Josh Brown, Mike Batnick, and Barry Ritholtz to join me for a hour, d...

Pat Dorsey - Buying Companies With Economic Moats - [Invest Like the Best, EP.51] from 2017-08-22T10:00

My guest this week is Pat Dorsey, who was the longtime director of equity research at Morningstar, where he specialized in economic moats: sources of sustained competitive advantage that allow a...

Jason Zweig and Morgan Housel - Business vs. Investing - [Invest Like the Best, EP.50] from 2017-08-15T10:00

My guests this week are both veterans of the podcast, Jason Zweig and Morgan Housel. They are two of the best in the world at making the complicated simple, and in that spirit, I’ll keep this in...

Brad Stulberg - Just Manageable Challenges - [Invest Like the Best, EP.49] from 2017-08-08T10:00

This week's conversation is about performance. More specifically, it is about the ins and outs of steady progress and growth. My guest is Brad Stulberg who coauthored the book Peak Performance, ...

Leigh Drogen - Sink or Swim--How to Combine Quant and Traditional Asset Management Techniques - Invest Like the Best, EP.48] from 2017-08-01T10:00

Several weeks ago my conversation with Leigh Drogen on quant investing proved timely and popular--because everyone in asset management is facing the rise of big data, and the use of data science...

Wes Gray - Compound Your Face Off - [Invest Like the Best, EP.47] from 2017-07-25T10:00

My guest this week is a version of me—a funnier, cooler version who has a PhD and served as an active duty marine. Lots of you will already be familiar with Wes Gray, and those of you who are no...

Rishi Ganti - Esoteric Assets - [Invest Like the Best, EP.46] from 2017-07-18T11:00

My guest this week is Rishi Ganti, who invests in what he calls esoteric assets. I'm not sure what to do other than laugh in amazement at his professional credentials -- PhD in economics, CFA, C...

Jerry Neumann - The Deployment Age, Power Laws, and Venture Capital - [Invest Like the Best, EP.45] from 2017-07-11T11:00

I am drawn to a group of investors that I call practitioner philosophers. These are people who have gotten their hands dirty in their respective fields, but despite being doers, they still often...

Top Ten Lessons After Almost a Year - [Invest Like the Best, EP.44] from 2017-07-05T11:00

A future guest just told me, every band has a song about being in a band, so today I give you my version. I won’t do this often, and only do it this week in case listenership drops due to the ho...

Scott Norton - Seek to Learn That Which Cannot be Taught - [Invest Like the Best, EP.43] from 2017-06-27T11:00

If you told me a year ago that I’d be learning critical life and business lessons from the founder of a ketchup company, and that thirty to fifty thousand people would listen to our conversation...

Andy Rachleff - Building Something People Want to Buy - [Invest Like the Best, EP.42] from 2017-06-20T11:00

My guest this week is Andy Rachleff, who is the CEO of the automated investing platform Wealthfront. Andy was also a co-founder and lon...

Leigh Drogen - Quant vs Traditional Investors and How Alphas Become Betas - [Invest Like the Best, EP.41] from 2017-06-13T11:00

I’ve often joked that this show should be called “this is who you are up against,” because I am so often having conversations with brilliant people across the investment landscape who are effect...

Ira Judelson - Bail Street, with NYC's Leading Bail Bondsman - [Invest Like the Best, EP.40] from 2017-06-06T11:00

This week’s episode is very unique. It is the first episode devoted to bonds, just not the kind of bonds you are used to. My guest is Ira Judelson, who is the leading bail bondsman in New York C...

David Chilton - The Human Blitzkrieg - [Invest Like the Best, EP.39] from 2017-05-30T11:00

This week's conversation was especially fun. I have a long history with my guest, Dave Chilton, but this was the first time we'd met in person. I'd heard stories about him from people I work wit...

David Salem - The Art of Asset Allocation - [Invest Like the Best, EP.38] from 2017-05-23T11:00

My guest this week is David Salem. David was the founding president and CIO for The Investment Fund for Foundations, which served 800 endowed charities under David’s 18-year tenure. He's now the...

Michael Mauboussin - Man + Machine, Moats, and Power of the Outside View - [Invest Like the Best, EP.37] from 2017-05-16T11:00

My guest today is Michael Mauboussin, who is the head of global financial strategies at Credit Suisse and is on my short list of must read writers on all things investing. If you read his entire...

Will Thorndike - How Skilled Capital Allocators Compound Capital - [Invest Like the Best, EP.36] from 2017-05-09T11:00

This week’s guest is Will Thorndike, an author and investor whose book Listen

Ted Seides - The Bet with Buffett – Hedge Funds vs. The S&P 500 - [Invest Like the Best, EP.35] from 2017-05-02T11:00

This coming weekend is the annual Berkshire Hathaway shareholder meeting in Omaha. That means this week is the perfect opportunity to discuss a topic which will likely figure prominently at Berk...

Danny Moses - The Big Short and Beyond - [Invest Like the Best, EP.34] from 2017-04-25T11:00

My guest this week is Danny Moses, who was directly in the middle of the biggest trades in market history, chronicled by Michael Lewis in his book the Big Short. Danny was the head trader on the...

Royce Yudkoff and Rick Ruback – REALLY Private Equity - [Invest Like the Best, EP.33] from 2017-04-18T11:00

In this episode, I continue to pull on one of the most interesting threads that I have uncovered while producing this podcast: the world of permanent equity. My guests today are Royce Yudkoff an...

SPECIAL EPISODE: Introducing Capital Allocators Podcast with Host Ted Seides from 2017-04-13T10:00

SPECIAL EPISODE: Introducing Capital Allocators Podcast with Host Ted Seides

This is a special episode to premiere a new podcast from my friend, Ted Seides. In this show, Capital Al...

Boyd Varty – The Art of Tracking - [Invest Like the Best, EP.32] from 2017-04-11T11:00

This week’s episode is the most unique to date. My guest is Boyd Varty, who grew up in the South African Bush, living among and tracking wild leopards. The main theme of our conversation is trac...

Khe Hy – Quant Hedge Funds and the Fear of Death - [Invest Like the Best, EP.31] from 2017-04-04T11:00

My guest this week is Khe Hy. Khe has a very interesting, two-part story. We start with Khe's career at Blackrock, where he rose to be one of the youngest MDs at the firm, specializing in quanti...

Ted Seides and Brent Beshore – The Future of Asset Management - [Invest Like the Best, EP.30] from 2017-03-28T11:00

This week, my good friends Ted Seides and Brent Beshore join me to discuss the future of asset management and a ton of fun side topics. While we are all passionate about investing, we’ve had ver...

Jim O’Shaughnessy - Premeditated Success - [Invest Like the Best, EP.29] from 2017-03-21T11:00

My guest this week is my father, Jim O’Shaughnessy. He was a pioneer in quantitative equity research, part of an early group of explorers who combed through data to find factors which predicted ...

Trish and James Higgins of Chenmark Capital - Permanent Equity - [Invest Like the Best, EP.28] from 2017-03-14T11:00

My guests this week are Trish and James Higgins, who run Chenmark Capital Management.  In this episode we continue to explore a style of investing I ca...

Peter Attia, M.D. - How to Live a Longer, Higher Quality Life - [Invest Like the Best, EP.27] from 2017-03-07T12:00

My guest this week is Peter Attia, M.D., whose mission is to understand and improve human lifespan and healthspan (or quality of life).  Reading Peter’s research, you find that there are many si...

John Rogers – Slow and Steady Wins the Race - [Invest Like the Best, EP.26] from 2017-02-28T12:00

My guest this week is John Rogers, founder, CEO and CIO of Ariel investments, one of the longest standing asset management businesses still in exi...

Alex Moazed – Building Modern Monopolies - [Invest Like the Best, EP.25] from 2017-02-21T12:00

My guest this week is Alex Moazed, the co-author of Modern Monopolies: What It Takes to Dominate the 2...

Ian Cassel – Investing In Tiny Stocks - [Invest Like the Best, EP.24] from 2017-02-14T12:00

My guest this week is Ian Cassel, a microcap investor who is always on the lookout for small companies which are run by men and women who are what he calls intelligent fanatics. Ian’s livelihood...

Joe Mansueto – Lessons From the Founder of Morningstar - [Invest Like the Best, EP.23] from 2017-02-07T12:00

My guest this week is Joe Mansueto, the founder, longtime CEO and current executive chairman of Morningstar, Inc.  Joe is an entrepreneur at heart. He has the gene for spotting good business ide...

Brent Beshore Returns – Private Equity, Venture Capital, and the Future of Money Management - [Invest Like the Best, EP.22] from 2017-01-31T12:00

Brent Beshore and I spoke for 10 hours about all things investing and business, and decided to record a 2-hour chunk of our conversation. We start by discussing private equity, venture capital, ...

Brian Koppelman – Chasing Curiosity - [Invest Like the Best, EP.21] from 2017-01-24T12:00

My guest this week is writer, director, producer, and podcast host Brian Koppelman, who’s film credits...

Jeremiah Lowin – Machine Intelligence and Risk Management - [Invest Like the Best, EP.20] from 2017-01-17T12:00

Jeremiah Lowin is probably the smartest guy I know, and that is saying something. He is an expert in the fields of statistics, artificial intelligence, and risk management—among many other thing...

Lauren Loktev, Kanyi Maqubela,&Craig Shapiro - Watching a Venture Fund at Work - [Invest Like the Best, EP.19] from 2017-01-10T12:00

This week’s episode features the partners of the Collaborative Fund, a venture-capital firm based in New York City.  This is a unique, group interview with Lauren Loktev, Kanyi Maqubela, and Cra...

Dan Egan – Designing Better Decisions - [Invest Like the Best, EP.18] from 2017-01-03T12:00

My guest today is Dan Egan, who is the managing director of Behavioral Finance and I...

Shane Parrish – Mastering Mental Models - [Invest Like the Best, EP.17] from 2016-12-27T12:00

My guest this week is Shane Parrish, who created the extremely popular Farnam Street—a website dedicated to understanding the world by mastering the best of what others have already figured out....

Jeff Ptak – The Prospects for Active Management - [Invest Like the Best, EP.16] from 2016-12-20T12:00

Joining me on the podcast this week is Jeff Ptak, head of global manager research at Listen

Eric Maddox – The Ace of Spades - [Invest Like the Best, EP.15] from 2016-12-13T12:00

This week we explore a rare and underappreciated skill through the lens of an incredible story. My guest is Eric Maddox, whose name you probably don’t know but won’t soon forget. Just trust me t...

Josh Brown – The Reformation - [Invest Like the Best, EP.14] from 2016-12-06T12:00

My guest this week is one of the reasons that this podcast exists.  Josh Brown is a financial advisor and the CEO of Ritholtz Wealth Manag...

Christopher Cole – Small Bets, Huge Payoffs - [Invest Like the Best, EP.13] from 2016-11-29T12:00

My guest this week is Christopher Cole, founder and managing partner at Artemis Capital Management. Chris’s specialty is in long volatility strategies, setting up portfolios that will benefit fr...

Kevin Simler – Exploring the Frontier - [Invest Like the Best, EP.12] from 2016-11-22T12:00

Today’s episode features one of my favorite thinkers and writers: Kevin Simler.  Kevin has a background in technology and was one of the earliest employees at Listen

Craig Shapiro – Better for You, Better for the World - [Invest Like the Best, EP.11] from 2016-11-14T12:00

This week Patrick takes a deep dive in the world of Venture Capital with Craig Shapiro, founder and CEO of the New York based Collaborative Fund, ...

Brent Beshore – Cultivating a Disaster Resistant, Compound Interest Machine - [Invest Like the Best, EP.10] from 2016-11-08T12:00

This week’s guest is Brent Beshore, Founder and CEO of adventur.es, a family of companies that invests in family-owned companies. Brent has a very specific mission with this company, to cultivat...

Jon Stein – The State of Automated Investing - [Invest Like the Best, EP.09] from 2016-11-01T11:00

Would you be comfortable with a robo-advisor running your entire investment portfolio?  That’s the hope of our guest this week, Jon Stein, founder and CEO of Listen

Kiley Adams – An Internal Locus of Control - [Invest Like the Best, EP.08] from 2016-10-28T11:00

This episode is a major departure from the norm.  My guest, Kiley Adams, is only 21 years old. She has crammed more learning and adventure into two decades than most people could hope to in a li...

Ted Seides – A Deep Dive into Hedge Funds - [Invest Like the Best, EP.07] from 2016-10-25T11:00

This week’s guest has forgotten more about hedge funds than most people will ever know. This episode will appeal to managers, allocators and any investor interested in the world of hedge funds. ...

Humble Giants – Vanguard’s Gerry O’Reilly and Jim Rowley - [Invest Like the Best, EP.06] from 2016-10-18T11:00

There is a good chance that this week’s guests manage your money. This episode is a rare and fascinating look into the world’s largest asset manager. My first guest is Gerry O’Reilly, who is the...

Christian Rudder – The Quantified Self - [Invest Like the Best, EP.05] from 2016-10-11T11:00

In this episode Patrick talks to Christian Rudder, who is the co-founder of dating service OK Cupid, a NY Times best-selling author, data and math junky, and musician. Patrick and Christian disc...

Morgan Housel – Walking and Thinking - [Invest Like the Best, EP.04] from 2016-10-04T11:00

In this week’s episode, Patrick and Morgan Housel explore the differences between private and public market investing, how to foster innovation and creativity, how businesses are structured and ...

Jason Zweig – The Power of Serendipity - [Invest Like the Best, EP.03] from 2016-09-27T11:00

In this episode, Patrick and Jason Zweig reflect on investing, financial advice, books, and life in general. The method for living discussed in the last 30 ...

Michael Mauboussin – Active Asset Management - [Invest Like the Best, EP.02] from 2016-09-20T11:00

Michael Mauboussin, Managing Director and Head of Global Financial Strategies at Credit Suisse, joins Patrick to discuss the current state of the asset management business, explore all of the st...

Jeff Gramm – Activist Investing - [Invest Like the Best, EP.01] from 2016-09-12T03:30:21

Hedge Fund Manager and author Jeff Gramm talks with Patrick O'Shaughnessy about the history and current state of shareholder activism and discusses how Jeff invests himself, taking large positio...