Invest Like the Best with Patrick O'S...
Conversations with the best investors and business leaders in the world. We explore their ideas, methods, and stories to help you better invest your time and money. Hear stock market and boardroom insights you can't find anywhere else. If you're a professional investor, CEO, entrepreneur, or business strategist, this is for you. Explore all our episodes and learn more at https://www.joincolossus.com
326
Michael Mauboussin – Great Migration Public to ...
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 discuss one of the biggest topics in the world of...
59 min
327
Chetan Puttagunta and Jeremiah Lowin – Open Sou...
My guests this week are Jeremiah Lowin and Chetan Puttagunta. Jeremiah is the founder of , an open-source software company where my family and I are investors, and Chetan is a partner at Benchmark Capital. Both are past guests and good friends. I...
60 min
328
Katrina Lake – The Next Wave of E-Commerce - [I...
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 science, technology, and personal stylists to create...
58 min
329
Brian Armstrong – The Future of Crypto - [Inves...
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 in on the world of crypto and while prices are still...
64 min
330
Matt Ball - The Future of Media: Movies, the Me...
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 think of another author whose work I read as quickly...
106 min
331
Kat Cole – How to Operate: Lessons in Brand, Di...
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 remarkable, as are the lessons she’s picked up along the...
77 min
332
Eric Vishria – The Past, Present, and Future of...
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 is the past, present, and future of software...
65 min
333
Turner Novak – The Past, Present, and Future of...
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 those businesses. When executed right, they are often...
60 min
334
Charlie Songhurst – Lessons from Investing in 4...
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 an event hosted in New York and you can tell within...
67 min
335
Blake Robbins – Investing in Gaming - [Invest L...
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, how e-sports has evolved, and much more. This is a fast-gro
56 min
336
Brad Gerstner – Public and Private Investing - ...
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-enabled businesses, including Expedia, Facebook, Uber,...
69 min
337
John Collison – Growing the Internet Economy - ...
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 clearly a voracious learner across business and...
81 min
338
Jeremy Grantham – An Uncertain Crisis - [Invest...
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 helped educate me early in my investing career....
68 min
339
Ben Thompson – Platforms, Ecosystems, and Aggre...
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 recently launched with John Gruber. I think Ben is...
77 min
340
Shishir Mehrotra – The Art and Science of the B...
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 incorrect pre-conceived notions, and as it turns out,...
71 min
341
Hamilton Helmer – Power + Business - [Invest Li...
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 , which is the topic of much of our conversation. He has spent his career as a...
58 min
342
Tobi Lutke – Building a Modern Business - [Inve...
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 Shopify powers so much of digital...
65 min
343
Ali Hamed – An Update on Private Credit - [Inve...
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 lie. We also talk about how the world has shifted...
44 min
344
Chris Bloomstran - An Update on Public Markets ...
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, why it will be hard for the market to deliver great...
58 min
345
Josh Kopelman - The Past, Present, And Future O...
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, Uber, and Roblox, Josh was a three-time entrepreneur, so...
55 min
346
Manny Stotz - Frontier Markets Investing - [Inv...
My guest today is Manny Stotz, the founder of . Manny is one of the leading investors in Frontier Markets, investing in equities in countries like Egypt, Bangladesh, and Pakistan. We discuss the opportunity in these markets from all angles:...
60 min
347
Sarah Tavel - Consumer & Marketplace Investing ...
My guest this week is Sarah Tavel, a general partner at Benchmark, working alongside past guests and . Sarah has a long history as both an investor and as an operator. She was an early product leader at Pinterest before joining Benchmark. Sarah...
60 min
348
[BONUS] Boyd Varty - 40 Days and 40 Nights
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 releasing this short conversation with Boyd to pique your...
24 min
349
Gavin Baker – Investing Through a Bear Market -...
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 dramatically altered the investment landscape. Please enjoy...
53 min
350
D.A. Wallach – Investing in Healthcare - [Inves...
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 he was also an early investor. While he’s also an...
75 min