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
176
Anduril: Building the Future of Defense - [Busi...
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 industry and how it is...
70 min
177
Tobi Lütke - Embrace the Unexpected - [Invest L...
My guest today is , 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 Tobi’s eyes. Among many things, we...
85 min
178
Tyler Cowen & Daniel Gross - Identifying Talent...
My guests today are and . 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 previously been a director at Apple and a partner at Y...
79 min
179
Jeff Jordan - Building & Investing in Marketpla...
My guest today is , 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.com, President of PayPal, and CEO of...
80 min
180
Eric Glyman - Reimagining Corporate Finance - [...
My guest today is , 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 business has grown rapidly and was last...
61 min
181
Dmitry Balyasny - Building a Better Model - [In...
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. Since its founding in 2001, it...
72 min
182
Henry Ward - Transforming Private Markets - [In...
My guest today is , 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 private companies and their employees to access...
81 min
183
Alexandr Wang - A Primer on AI - [Invest Like t...
My guest today is , 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, Alexandr realized there was a lack of...
72 min
184
Antonio Gracias - Pro-Entropic Investing - [Inv...
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 deep operating and investing...
71 min
185
David Rubenstein - Life, Leadership, and LBOs -...
My guest today is , 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 prominent philanthropist, published books, and even...
75 min
186
Gaurav Kapadia - Everything Compounds - [Invest...
My guest today is , 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 launch XN in 2020. We then discuss his approach...
77 min
187
Marko Papic - A Multi-Polar World - [Invest Lik...
My guest today is , 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, making him a perfect person to speak...
69 min
188
Garry Tan - Unwrapping the Gift - [Invest Like ...
My guest today is , 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 of YC backed blog platform Posterous....
60 min
189
Eric Mandelblatt - Investing in the Industrial ...
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 industrial economy, which made this...
78 min
190
Sebastian Kanovich - Powering Emerging Markets ...
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 bootstrapped start-up has enabled...
41 min
191
Frank Slootman - Narrow the Focus, Increase the...
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 software businesses – first Data...
51 min
192
Tim Flannery - Simplifying Fund Closing - [Foun...
My guest today is , 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 automatic as possible. Their software helps...
50 min
193
Joey Levin - Building an Anti-Conglomerate - [I...
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 companies, including Match...
69 min
194
Peter Chernin - Betting on Passion - [Invest Li...
My guest today is , 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 one of the leading investment firms in the...
57 min
195
John Pfeffer - Adapt and Evolve - [Invest Like ...
My guest today is entrepreneur and investor, . 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 his private family office, Pfeffer...
113 min
196
Geoffrey Moore - Building Gorilla Businesses - ...
My guest today is the renowned tech author, consultant, and venture partner at Wildcat Ventures, . Geoffrey has spent his career focused on the dynamics surrounding disruptive innovations and his book, Crossing the Chasm, has become a canonical work...
75 min
197
Gavin Baker - The Cyclone Under the Surface - [...
My guest today is past guest , 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 many growth equities over the past...
79 min
198
Sam Englebardt and Richard Kim - Investing in I...
Today, my guests are and , 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 their shared thesis that immersive digital experiences...
80 min
199
Ricky Sandler - Building an Investment Compass ...
My guest today is , 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 is a stock-picker's environment, and what...
67 min
200
Orlando Bravo - The Art of Software Buyouts - [...
My guest today is , 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. It was Orlando who led the firm’s early...
65 min