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
376
[REPLAY] Pat Dorsey - Buying Companies With Eco...
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 few companies to deliver huge returns over time. Several...
50 min
377
Joe McLean – How to be a Pro’s Pro - [Invest Li...
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 athletes. What I loved about this conversation was...
52 min
378
Zack Kanter – All Things Business - [Invest Lik...
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 an introduction to what they do may be helpful...
82 min
379
Chris Bloomstran – What Makes a Quality Company...
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 detailed investigations of Berkshire Hathaway. While we...
77 min
380
Brian Christian – How to Live with Computers - ...
My guest this week is Brian Christian, the author of two of my favorite recent books: and . Our conversation covers the present and future of how humans interact with and use computers. Brian’s thoughts on the nature of intelligence and what it...
60 min
381
Eric Sorensen - How Quant Evolves - [Invest Lik...
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 as both a pilot and instructor in high-performance jet...
57 min
382
Jane McGonigal – How Games Make Life Better - ...
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 Games Make Us Better and How They Can Change the...
70 min
383
Bill Gurley – All Things Business and Investing...
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 in love with business and investing. Where many...
68 min
384
Jesse Livermore – The Search for the Truth with...
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 universe who writes anonymously and goes by the...
97 min
385
Chuck Akre – The Three-Legged Stool - [Invest L...
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-legged stool” for evaluating companies. Please...
47 min
386
Jerry Neumann – Why Venture is Hard - [Invest L...
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 an incredibly structured way of thinking to a...
60 min
387
[REPLAY] Sam Hinkie – Data, Decisions, and Bask...
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 the Houston Rockets, and then most recently as...
66 min
388
David Epstein – Wide or Deep? - [Invest Like t...
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 pros and cons of both the generalist and specialist...
83 min
389
Priya Parker – The Art of Gathering - [Invest ...
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 gathering for some time and along with the book The Art...
56 min
390
[REPLAY] Tim Urban - Grand Theft Life - [Invest...
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 interfaces and why it is crucial that you be a chef...
80 min
391
Stephanie Cohen – The Evolution of M&A and Corp...
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 career in the investment banking and M&A divisions at...
55 min
392
[REPLAY] Will Thorndike - How Skilled Capital A...
This week’s guest is Will Thorndike, an author and investor whose book is an all-time favorite of mine. Our conversation is in two parts. First, we dive deep into the lessons of his 8-year research project studying CEOs who were master...
69 min
393
Josh Wolfe – The Tech Imperative - [Invest Like...
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 continuation of our ongoing conversation about investing...
63 min
394
Katherine Collins – Impact and ESG Investing - ...
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 book . Our conversation is on the ins and outs of...
59 min
395
Geoffrey Batt – The Nature of Transformational ...
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 now runs a large pool of capital in Iraqi stocks...
56 min
396
Brian Singerman – Investing in the Best Founder...
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 investment strategies. Brian invests across industries...
42 min
397
Michael Mauboussin – The Four Sources of Alpha ...
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. Today’s conversation is a mix of several of his...
67 min
398
Annie Duke – Wanna Bet? - [Invest Like the Best...
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, and outcomes. After diving into each, we discuss how...
70 min
399
Michael Mayer – Pseudonymous Social Capital and...
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 experiment with ideas. His various accounts have wide...
67 min
400
Peter Zeihan – The Future of Geopolitics - [Inv...
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, Peter helped develop the analytical models for...
69 min