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 5/12

11/10/2022 59 min

Madhavan Ramanujam - How to Price Products - [Invest Like the Best, EP.298]

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 world like Porsche, Ube

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04/10/2022 59 min

Scott Wilson - Non-Traditional Endowment Investing - [Invest Like the Best, EP.297]

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 cover a variety of asset

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27/09/2022 1 h 4 min

Julio Vasconcellos & Mate Pencz - Investing in Latin America - [Invest Like the Best, EP.296]

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. Mate is the co-founder a

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20/09/2022 52 min

Trina Spear - Billion Dollar Scrubs - [Invest Like the Best, EP.295]

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 to healthcare profession

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15/09/2022 1 h 2 min

Gabriel Leydon - How Web3 Onboards a Billion Users - [Web3 Breakdowns, EP.37]

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 conversation, Gabe has

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13/09/2022 1 h 8 min

Harley Finkelstein - Building the Entrepreneurship Company - [Invest Like the Best, EP.294]

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 the focus of our discuss

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06/09/2022 1 h 16 min

Mitch Lasky - The Business of Gaming - [Invest Like the Best, EP.293]

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 best gaming companies i

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30/08/2022 1 h 26 min

David Senra - Passion & Pain - [Invest Like the Best, EP.292]

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, we cover many of the m

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23/08/2022 59 min

Robert Smith - Investing in Enterprise Software - [Invest Like the Best, EP.291]

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 world's most successful so

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16/08/2022 57 min

Katherine Boyle - Investing for America - [Invest Like the Best, EP.290]

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 leads a practice at a16z

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09/08/2022 1 h 20 min

Ravi Gupta - Focus - [Invest Like the Best, EP.289]

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 returned to investing in 20

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02/08/2022 1 h 2 min

Will Thorndike - The Power of Long Holding Periods - [Invest Like the Best, EP.288]

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 Compound Capital. In man

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26/07/2022 1 h 14 min

Alok Vasudev - Searching for White Space - [Invest Like the Best, EP.287]

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 Capital. Given Alok's exp

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19/07/2022 1 h 23 min

Matthew Ball - A Manual to The Metaverse - [Invest Like the Best, EP.286]

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 launches today, Matt ha

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14/07/2022 1 h 27 min

TransDigm: Foundations with Nick Howley [50X, EP.1]

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 with Colossus. Will’s b

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12/07/2022 1 h 6 min

Alice Bentinck - Building a Start-Up Machine - [Invest Like the Best, EP.285]

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, and scale into compan

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05/07/2022 1 h 1 min

Jess Lee - Designing Investment Products - [Invest Like the Best, EP.284]

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 product manager for Google Map

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28/06/2022 1 h 16 min

Kenneth Stanley - Greatness Without Goals - [Invest Like the Best, EP.283]

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 details a provocative

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21/06/2022 1 h 10 min

Lydia Jett - Investing in E-commerce - [Invest Like the Best, EP.282]

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 significant consumer platforms in

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14/06/2022 1 h 12 min

Josh Wolfe & Chris Power - Factories of the Future - [Invest Like the Best, EP.281]

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 manufacturing start-up, Hadr

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07/06/2022 57 min

Martin Casado - The Past, Present, and Future of Digital Infrastructure - [Invest Like the Best, EP.280]

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 and co-founded Nicira, whi

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31/05/2022 1 h 58 min

Aswath Damodaran - Making Sense of the Market - [Invest Like the Best, EP. 279]

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, books, and YouTube has o

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26/05/2022 1 h 13 min

Anduril: Building the Future of Defense - [Business Breakdowns, EP. 59]

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 the state of the defense

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24/05/2022 1 h 28 min

Tobi Lütke - Embrace the Unexpected - [Invest Like the Best, EP. 278]

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 and the world through T

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17/05/2022 1 h 22 min

Tyler Cowen & Daniel Gross - Identifying Talent - [Invest Like the Best, EP. 277]

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 accelerator Pioneer, having prev

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10/05/2022 1 h 23 min

Jeff Jordan - Building & Investing in Marketplaces - [Invest Like the Best, EP. 276]

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 General Manager of eBay.

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03/05/2022 1 h 4 min

Eric Glyman - Reimagining Corporate Finance - [Invest Like the Best, EP. 275]

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 founding in 2019, the bus

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26/04/2022 1 h 15 min

Dmitry Balyasny - Building a Better Model - [Invest Like the Best, EP. 274]

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 consistent absolute returns.

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21/04/2022 1 h 24 min

Henry Ward - Transforming Private Markets - [Invest Like the Best, EP. 273]

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, a platform for privat

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12/04/2022 1 h 15 min

Alexandr Wang - A Primer on AI - [Invest Like the Best, EP. 272]

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 at MIT. Specifically, A

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05/04/2022 1 h 14 min

Antonio Gracias - Pro-Entropic Investing - [Invest Like the Best, EP. 271]

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 to 2021. But he has de

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29/03/2022 1 h 18 min

David Rubenstein - Life, Leadership, and LBOs - [Invest Like the Best, EP. 270]

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 institution, become a promi

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22/03/2022 1 h 20 min

Gaurav Kapadia - Everything Compounds - [Invest Like the Best, EP. 269]

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, and his decision to laun

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15/03/2022 1 h 12 min

Marko Papic - A Multi-Polar World - [Invest Like the Best, EP. 268]

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 finance and geopolitics

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08/03/2022 1 h 3 min

Garry Tan - Unwrapping the Gift - [Invest Like the Best, EP. 267]

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 Palantir, and co-founder

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01/03/2022 1 h 21 min

Eric Mandelblatt - Investing in the Industrial Economy - [Invest Like the Best, EP. 266]

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 roots investing in the indu

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24/02/2022 44 min

Sebastian Kanovich - Powering Emerging Markets Payments - [Founder’s Field Guide, EP. 56]

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 then, the initially bootst

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22/02/2022 54 min

Frank Slootman - Narrow the Focus, Increase the Quality - [Invest Like the Best, EP. 265]

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 emerging enterprise sof

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17/02/2022 53 min

Tim Flannery - Simplifying Fund Closing - [Founder’s Field Guide, EP. 55]

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 onboarding as simple and autom

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15/02/2022 1 h 12 min

Joey Levin - Building an Anti-Conglomerate - [Invest Like the Best, EP. 264]

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 has produced 11 public

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08/02/2022 1 h 0 min

Peter Chernin - Betting on Passion - [Invest Like the Best, EP. 263]

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 Group, which has become o

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01/02/2022 1 h 56 min

John Pfeffer - Adapt and Evolve - [Invest Like the Best, EP. 262]

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 invests his own money through

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27/01/2022 1 h 18 min

Geoffrey Moore - Building Gorilla Businesses - [Invest Like the Best, EP. 261]

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 innovations and his book, Cros

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25/01/2022 1 h 22 min

Gavin Baker - The Cyclone Under the Surface - [Invest Like the Best, EP. 260]

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 bloodbath we’ve seen in

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20/01/2022 1 h 23 min

Sam Englebardt and Richard Kim - Investing in Immersive Worlds - [Invest Like the Best, EP. 259]

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 forces in 2018 to invest in

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18/01/2022 1 h 10 min

Ricky Sandler - Building an Investment Compass - [Invest Like the Best, EP. 258]

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 investor, why he thinks this

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28/12/2021 1 h 8 min

Orlando Bravo - The Art of Software Buyouts - [Invest Like the Best, EP. 257]

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 and technology businesses

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23/12/2021 1 h 12 min

Nick Saltarelli - One Foot in Front of the Other - [Founder’s Field Guide, EP. 54]

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 simple idea: if the big cho

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21/12/2021 1 h 6 min

Jenny Johnson - Seven Decades of Investing Expertise - [Invest Like the Best, EP. 256]

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. In early 2020 she beca

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14/12/2021 1 h 20 min

Doug Colkitt - The Evolution of Markets - [Invest Like the Best, EP. 255]

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 building CrocSwap - a de

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