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
426
Boyd Varty – Live Like a Tracker - [Invest Like...
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 podcast experience for me has been meeting people who beco
67 min
427
Ryan Selkis - The Crypto Barbell and Token Cura...
This week’s conversation is for those interested in the nitty gritty of cryptocurrencies and for those who, like me, are fascinated by that world but more than a bit skeptical of the investing prospects for the many cryptocurrencies now in existence. M
56 min
428
Cathie Wood – Investing in Innovation - [Invest...
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. Because their style of investing is entirely contingent on w
72 min
429
Bethany McLean - Business Gone Bad and the Art ...
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 this week is one of my favorite writers and journalists,
57 min
430
Modest Proposal – Value is Dead, Long Live Valu...
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 one of the reasons I first got on and now stay on the
98 min
431
[REPLAY] Eric Maddox – The Ace of Spades - [Inv...
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 that you need to listen to this entire episode, and li
58 min
432
Niel Robertson – The Future of Media - [Invest ...
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 of his bedroom when he was 14, and sold his first company
59 min
433
Eric Balchunas – The Past, Present & Future of ...
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 industry who have considered using ETFs in their portfolios, o
58 min
434
New Angles on Crypto - Kyle Samani and Tushar J...
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 forum, from an investor’s point of view. I felt tha
57 min
435
Michael Recce – Tim Cook’s Dashboard - [Invest ...
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 referred to as an information edge. I call the episode “
61 min
436
Ash Fontana – Investing in Artificial Intellige...
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 predict and prescribe outcomes. Ash’s combined experien
75 min
437
Mike Zapata – The Darkest Night: Lessons from B...
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 classically trained, having earned his graduate degree from
57 min
438
Sam Hinkie – Data, Decisions, and Basketball - ...
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 the Pres
66 min
439
Tren Griffin – Pulling the Thread - [Invest Li...
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 things he has learned from various investors, businesspeople,
73 min
440
Jason Karp – Opportunities in Public and Privat...
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 like price discipline, or business growth. But the feat
73 min
441
Chris Douvos – A Value Investor Lost in the Val...
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 who focuses specifically on venture capital funds, so I had
66 min
442
Arianna Simpson – The Crypto Landscape - [Inves...
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 cryptocurrencies. I met Arianna when I hosted a panel at a
51 min
443
Shark Tank with Thatcher Bell and Taylor Greene...
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. To learn about the venture capital world, for example, I made an investment in a startup call
90 min
444
Nikhil Kalghatgi – Moonshot Investing - [Invest...
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 management firm CoVenture. If you liked those two conversat
82 min
445
Live EP.01 – Peter Attia, M.D. [Invest Like the...
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 discuss an interesting and emerging topic, whether that be c
59 min
446
[REPLAY] Boyd Varty – The Art of Tracking - [In...
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 tracking, and how the same strategy for pursuing animals in the
82 min
447
Albert Wenger - World After Capital - [Invest L...
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 from technology, but if you'd asked me to guess before l
66 min
448
Savneet Singh - The Berkshire of Software - [In...
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 remarkable amount in the worlds of business and investing. He's
79 min
449
Dan Rasmussen - Private Equity Returns in Publi...
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 equity and has spent years studying the entire field. Dan i
81 min
450
Pat Dorsey Returns - The Moat Portfolio - [Inv...
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 areas of deep interest are competitive advantage and capital a
62 min