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
201
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
202
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
203
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
204
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
205
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
206
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
207
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
208
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
209
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
210
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
211
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
212
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
213
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
214
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
215
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
216
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
217
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
218
Nick Saltarelli - One Foot in Front of the Othe...
My guest today is , co-founder of the functional chocolate bar business, Mid-Day Squares. Nick started the company with his wife and brother-in-law a few years ago to build on a simple idea: if the big chocolate bar brands were to start today, what...
69 min
219
Jenny Johnson - Seven Decades of Investing Expe...
My guest today is Jenny Johnson, President and CEO of one of the world’s largest asset managers, Franklin Templeton. Jenny joined the business in 1988 and has worked in the organization ever since. In early 2020 she became CEO of Franklin, which now...
63 min
220
Doug Colkitt - The Evolution of Markets - [Inve...
My guest today is . Doug has spent his career searching for and trading inefficient markets, first at Citadel’s high-frequency trading group, then for himself, and then as an operator building CrocSwap - a decentralized exchange or DEX designed to...
77 min
221
Bill Gurley and Philip Rosedale - Back to the F...
My guests today are and . Philip created Second Life in the early 2000s and helped build it into the largest virtual 3D world ever created at the time. Frequent listeners will recognize Bill, who was an investor in Second Life via Benchmark Capital....
76 min
222
Francis Davidson - Design-led Hospitality - [In...
My guest today is , founder and CEO of the hospitality brand Sonder. Francis launched Sonder in 2013 as an alternative to traditional hotels and rentals with a specific focus on technology and design. During our conversation, we discuss where Sonder...
53 min
223
Niraj Shah - Developing Every Skill - [Invest L...
My guest today is , the CEO and co-founder of Wayfair. Wayfair started life in 2002 as a collection of independent websites selling category-specific home furniture but became a one-stop-shop for the home category in 2011 when, at $500 million in...
64 min
224
Bored Ape Yacht Club - [Web3 Breakdowns, EP. 1]
Today, I am excited to share our newest show, Web3 Breakdowns. Similar to our Business Breakdowns series, Web3 will have it's own dedicated feed so make sure to hit this subscribe or find it on your preferred podcast player. The first episode of Web3...
51 min
225
Will Marshall - Indexing the Earth - [Invest Li...
My guest today is , the co-founder and CEO of Planet. Will founded Planet in 2010 with a small team of NASA scientists to build a constellation of satellites that would image the entire Earth every day. Since then, Planet has successfully built and...
49 min