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.colossus.com
476
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
477
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
478
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
479
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
480
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
481
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
482
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
483
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
484
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
485
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
486
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
487
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
488
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
489
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
490
[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
491
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
492
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
493
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
494
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
495
Josh Wolfe - This is Who You Are Up Against - [...
Long-time listeners will have heard me joke before that this podcast should really be called "this is who are you up against." I've been waiting for the right episode to deploy the joke as a title, and this week we have it. The joke is meant to convey h
75 min
496
Harvey Sawikin - Emerging Market Opportunities ...
My guest this week is Harvey Sawikin, a co-founder and lead portfolio manager at Firebird Management, which manages funds dedicated to investing in emerging market equities. Emerging markets are often a blind spot for investors of all types: most of us ha
59 min
497
Anthony Pompliano - Full Tilt Investing- [Inves...
My guest this week is Anthony Pompliano. Pomp began his career in the military, and has since been a successful entrepreneur, worked as a head of growth at Facebook, and started Full Tilt Capital, an early stage investing firm in North Carolina. This co
43 min
498
Dr. Ben Hunt - The Three-Body Portfolio - [Inve...
My guest this week is Dr. Ben Hunt, the chief investment strategist at Salient and the author of the extremely popular epsilon theory. I've always enjoyed Ben's writing style, particularly his use of farm and animal based analogies to describe market phe
67 min
499
Preston Byrne - Crypto-pocalypse - [Invest Like...
My guest this week is Preston Byrne. Preston is vocal critic of crazy prices and projects in the world cryptocurrencies. His background is in the legal world and also as a founder and former COO of Monax, which made the first open-source permissioned bloc
71 min
500
Ali Hamed – Creative Investing - [Invest Like ...
I have a special request this week: share this episode with every curious person in your life. The conversation, with a 26-year old investor named Ali Hamed, serves as an example of what’s possible when you think creatively. Ali views the world with
76 min