Podcast indexé

Invest Like the Best with Patrick O'Shaughnessy

ShortCuts référence ce podcast pour aider les utilisateurs à découvrir les épisodes qui méritent leur attention, puis à revenir vers les contenus originaux.

Épisodes référencés573
Temps total28 j 16 h 5 min
Dernier épisode13/05/2026
Premier épisode12/09/2016
Épisodes

Épisodes indexés

573 épisode(s) · page 4/12

19/09/2023 1 h 8 min

Michael Simanovsky - A Platform Approach to Real Estate - [Invest Like the Best, EP.344]

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 provider in real estate, i

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12/09/2023 1 h 26 min

David Senra - In Service of Founders - [Invest Like the Best, EP.343]

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 invaluable wisdom that

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05/09/2023 1 h 21 min

Will England - A Primer on Multi-Strategy Hedge Funds - [Invest Like the Best, EP.342]

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 on multi-strategy hedg

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29/08/2023 1 h 16 min

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

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 podcast that I've encount

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22/08/2023 1 h 38 min

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

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 built the firm into on

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15/08/2023 1 h 18 min

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

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 is one of our favorites

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08/08/2023 1 h 7 min

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

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 automate sales. The bus

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01/08/2023 1 h 10 min

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

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 focuses on institution

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25/07/2023 1 h 32 min

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

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 Kushner, at his firm Thrive

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18/07/2023 1 h 49 min

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

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 fund was $40 million a

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11/07/2023 1 h 44 min

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

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 Jeremy recently, he strike

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04/07/2023 55 min

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

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 investing in vertical market

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27/06/2023 1 h 8 min

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

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 put out into the world

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20/06/2023 1 h 23 min

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

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 with him, he makes me r

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13/06/2023 1 h 14 min

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

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 investment firm that cov

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06/06/2023 1 h 4 min

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

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 episode, follow Business Bre

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30/05/2023 1 h 2 min

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

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, which grew from $4 bil

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23/05/2023 1 h 34 min

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

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 of people and Henry is

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16/05/2023 39 min

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

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 listened to that, you’ll

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09/05/2023 1 h 14 min

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

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 had a dazzling career

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02/05/2023 1 h 19 min

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

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 conversation is split into two

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25/04/2023 52 min

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

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 broken. The market is under

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18/04/2023 1 h 26 min

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

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 clear leaders on the to

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11/04/2023 1 h 12 min

Scott Davis & Rob Wertheimer - Lessons from the Industrial Titans - [Invest Like the Best, EP.324]

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 giants of old can teach

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04/04/2023 1 h 42 min

Sam Hinkie, Boyd Varty, Charlie Songhurst - Trail Magic - [Invest Like the Best, EP.323]

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 these for inspiration,

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31/03/2023 1 h 26 min

David Senra - Passion & Pain - [Invest Like the Best, Forever Episode]

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-listened to this episode

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28/03/2023 1 h 13 min

David Einhorn - The Long and Short of Investing - [Invest Like the Best, EP.322]

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 security analysis. In 200

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21/03/2023 1 h 0 min

Avi Goldfarb - The Economic Impact of AI - [Invest Like the Best, EP.321]

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 of two bestselling books

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14/03/2023 1 h 12 min

Auren Hoffman - A Deep Dive on Data - [Invest Like the Best, EP.320]

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 data businesses than alm

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07/03/2023 1 h 9 min

Trae Stephens - Find Good Quests - [Invest Like the Best, EP.319]

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 him to investing in bus

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28/02/2023 1 h 12 min

Doug Leone - Lessons from a Titan - [Invest Like the Best, EP.318]

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, in 1996. Alongside Mik

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21/02/2023 1 h 31 min

Tim Urban - Idea Labs and High-Rung Thinking - [Invest Like the Best, EP.317]

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 from AI to procrastination

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14/02/2023 1 h 15 min

Dan Rose - How Stunning Founders Operate - [Invest Like the Best, EP.316]

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 in their early days, wo

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07/02/2023 1 h 7 min

Jeff Green - Modernizing Advertising - [Invest Like the Best, EP.315]

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 Microsoft in 2007. He started

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31/01/2023 1 h 14 min

Carl Kawaja - Dealing with Regime Change - [Invest Like the Best, EP.314]

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 he’s quietly overseen a

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24/01/2023 1 h 6 min

Daryl Morey - Systems Thinking in Sports - [Invest Like the Best, EP.313]

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 Managers during his ti

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17/01/2023 1 h 13 min

Miles Grimshaw - The DNA of Software Companies - [Invest Like the Best, EP.312]

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 Airtable, all before t

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10/01/2023 1 h 24 min

John Fio - Creating Magic for Consumers - [Invest Like the Best, EP.311]

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 Candles which have coll

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03/01/2023 1 h 3 min

Amjad Masad - The Future of Software Creation - [Invest Like the Best, EP.310]

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 makes coding more fun,

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27/12/2022 54 min

Rebecca Lynn - Finding Your Customers - [Invest Like the Best, EP.309]

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-to-market experience, wh

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20/12/2022 1 h 9 min

Michael Mauboussin - Sharpening Investor & Executive Toolkits - [Invest Like the Best, EP.308]

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 a frequent guest on thi

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13/12/2022 1 h 3 min

Jeremiah Lowin: Explaining the New AI Paradigm - [Invest Like the Best, EP.307]

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. Today he is the founder an

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06/12/2022 1 h 19 min

Bill Lenehan: Investing in Commercial Real Estate - [Invest Like the Best, EP.306]

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 properties across 47 stat

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29/11/2022 55 min

Ron Howard and Brian Grazer - Box Office Business - [Invest Like the Best, EP.305]

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 Apollo 13, A Beautiful Mind,

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22/11/2022 57 min

Shane Battier - The No-Stats All-Star - [Invest Like the Best, EP.304]

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 guests, and a good friend.

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15/11/2022 1 h 3 min

Parker Conrad - Building a Compound Company - [Invest Like the Best, EP.303]

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 one product, he is buil

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08/11/2022 1 h 23 min

Bob Elliott - A Macro Tour - [Invest Like the Best, EP.302]

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 executive at Bridgewater A

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01/11/2022 1 h 12 min

Kirsten Green - Investing in Consumer Change - [Invest Like the Best, EP.301]

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 investments in consumer b

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25/10/2022 1 h 7 min

Jason Droege - Building Uber Eats - [Invest Like the Best, EP.300]

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 with a blank piece of pa

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18/10/2022 49 min

Paul Orfalea - It’s About the Money - [Invest Like the Best, EP.299]

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 operation over the course

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