Best Colossus | Investing Podcasts (2023)

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Invest Like the Best with Patrick O'Shaughnessy

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A Conversation with Charlie Munger & John Collison - [Invest Like the Best, EP.355] 1:40:06

10m ago1:40:06

1:40:06

Today, we’re releasing a conversation between John Collison and Charlie Munger. We've had this interview with Charlie scheduled to air for a while, coinciding with Stripe Press's launch of the amazing reprint of Poor Charlie's Almanack, which is released today. We were all stunned last week when we heard the news of Charlie's passing, but having co…

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Invest Like the Best with Patrick O'Shaughnessy

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Peter Fenton & Victor Lazarte - Purpose and Partnership - [Invest Like the Best, EP.354] 1:29:21

7d ago1:29:21

1:29:21

My guests this week are Peter Fenton and Victor Lazarte. Peter and Victor are both General Partners at Benchmark. Of the six equal partners at the storied venture firm, Peter is the longest serving and Victor is the newest, having spent the past decade founding and building Wildlife Studios into one of the biggest independent mobile gaming companie…

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Art of Investing

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Jeff Marrazzo - Compounding for a Cure - [Art of Investing, EP.7] 1:08:04

8d ago1:08:04

1:08:04

Our teacher today is Jeff Marrazzo, Co-Founder and former CEO of Spark Therapeutics. Under Jeff's leadership, this biotech company was the very first in history to receive FDA approval for a gene therapy. Spark has helped to ignite and expand the art of what's possible and how we will seek to treat and potentially cure hundreds of genetic condition…

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Invest Like the Best with Patrick O'Shaughnessy

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Lior Susan - Leave the World Better than You Found It - [Invest Like the Best, EP.353] 1:03:21

8d ago1:03:21

1:03:21

Today's episode is a conversation with Lior Susan, the Founder of Eclipse Ventures, whose mission is to unlock solutions to age-old physical industry problems through the intersection of bits and atoms. Lior is Israeli, and served in Israel's special forces before founding Ecplise. The topic of conversation is one fellow investor's perspective of t…

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Invest Like the Best with Patrick O'Shaughnessy

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Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, EP.352] 1:25:14

17d ago1:25:14

1:25:14

My guest today is Brad Jacobs. Brad’s resumé is remarkable. He has founded seven companies, all of which are billion-dollar or multibillion-dollar businesses. He has done 500 M&A transactions and raised $30 billion dollars of debt and equity capital. Currently, he is the Executive Chairman of XPO, a commercial trucking company that he started in 20…

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Art of Investing

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Brad Gerstner - Investor, Essentialist, Patriot - [Art of Investing, EP.6] 1:37:49

16d ago1:37:49

1:37:49

Our teacher today is Brad Gerstner, founder of Altimeter Capital. Brad is an exceptional investor and gifted teacher with a unique ability to distill complex ideas into clear, qualitative insights. In this session, Brad will share lessons learned across the full arc of his career that has spanned everything from RV manufacturing to politics to foun…

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Invest Like the Best with Patrick O'Shaughnessy

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Elizabeth Zalman & Jerry Neumann - Founder vs Investor - [Invest Like the Best, EP.351] 1:11:18

28d ago1:11:18

1:11:18

My guests this week are Elizabeth Zalman and Jerry Neumann. Jerry has been on this show two times before. He’s an early-stage Venture Capitalist, an adjunct professor of entrepreneurship, and an excellent writer. Liz is a two-time founder, most recently co-founding StrongDM, in which Jerry was a seed investor. Together, they have written a somewhat…

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Art of Investing

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Jan Mohr - Lessons from a Young Investor Turned Operator - [Art of Investing, EP.5] 1:12:50

23d ago1:12:50

1:12:50

Our teacher today is Jan Mohr. Jan is an investor turned operator who is currently CEO of Chapters Group, a publicly traded holding company building Europe's home for mission-critical businesses. This class is first and foremost about a young aspiring value investor who embodies a fascinating combination of German discipline and sensibility with a …

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Invest Like the Best with Patrick O'Shaughnessy

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Palmer Luckey - Inventing the Future of Defense - [Invest Like the Best, EP.350] 1:14:56

1M ago1:14:56

1:14:56

My guest today is Palmer Luckey. Palmer is the founder of Defense company Anduril Industries, which makes next-generation military technology for the US and its allies. Since bringing the company to life in 2017, Palmer and Anduril have disrupted the established order in the Defense industry. Prior to Anduril, Palmer founded Oculus VR, a virtual re…

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Art of Investing

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David Senra - Lessons from the Founder Historian - [Art of Investing, EP.4] 1:24:29

1M ago1:24:29

1:24:29

Today's teacher is David Senra. David is an absolute force of nature who is taking the world by storm with his podcast "Founders." In class today, we enjoy access to the full spectrum of learnings from his decade-long study of history's greatest entrepreneurs, artists, athletes, and leaders. The library David built reflects a range of study that is…

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Invest Like the Best with Patrick O'Shaughnessy

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Aswath Damodaran - Making Sense of the Market Pt. 2 - [Invest Like the Best, EP.349] 1:21:26

1M ago1:21:26

1:21:26

Today’s guest is Aswath Damodaran, who is joining us for a second time on Invest Like the Best. Aswath is a Professor of Finance at NYU’s Stern School of Business and is often referred to as the Dean of Valuation for his clarity of thought on the subject. This conversation picks up where we left off 18 months ago and covers a wide range of topics f…

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Art of Investing

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Ho Nam - Lessons in Venturing Differently - [Art of Investing, EP.3] 1:46:58

1M ago1:46:58

1:46:58

Today's teacher is Ho Nam, co-founder of Altos Ventures. As the numbers go, Altos is one of the greatest venture capital firms of the last quarter century. We unpack Ho's origin story and the values that shaped him most as a person and investor, and then we then turn to Altos itself. Altos has emerged as one of the most elite venture investors by b…

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Invest Like the Best with Patrick O'Shaughnessy

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Patrick Collison & John Collison - A Business State of Mind - [Invest Like the Best, EP.348] 1:18:32

1M ago1:18:32

1:18:32

My guests this week are the co-founders of Stripe, Patrick and John Collison. My conversation with John in 2020 is still one of our most popular. A key theme that emerged from that first discussion was John’s boundless curiosity for all things business and this conversation continues that thread. We talk about setting a strategy and culture that at…

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Art of Investing

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David Rosenthal & Ben Gilbert - From Obsession to Profession - [Art of Investing, EP.2] 1:38:57

1M ago1:38:57

1:38:57

Today's teachers are Ben Gilbert and David Rosenthal, founders of Acquired, the podcasting sensation telling the stories and strategies of the world's great companies. In this episode, we turn the tables on Ben and David in order to discover their own stories and the fairy dust behind Acquired's success. We'll cover the history of the formation of …

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Invest Like the Best with Patrick O'Shaughnessy

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Strauss Zelnick - Playing to Your Strengths - [Invest Like the Best, EP.347] 1:14:30

2M ago1:14:30

1:14:30

My guest this week is Strauss Zelnick, the CEO of leading game publisher Take-Two Interactive. Maybe most well-known for its hugely successful Grand Theft Auto game, Take-Two is a sophisticated, top-tier developer, publisher, and marketer of interactive entertainment that owns Rockstar Games and 2K. Strauss’s passion for entertainment led him stron…

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Art of Investing

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Todd Combs - Investing, The Last Liberal Art - [Art of Investing, EP.1] 1:10:51

2M ago1:10:51

1:10:51

Today’s teacher is Todd Combs, Investment Manager at Berkshire Hathaway and CEO of Geico. In this episode, Todd will share lessons learned across the full arc of his career, beginning in the halls of the Florida state regulator and all the way through to the great plains of Omaha, Nebraska, home of the eternal compounder. Warren Buffett and Charlie…

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Art of Investing

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Rick Buhrman & Paul Buser - Find Your X, Nurture Your N - [Invest Like the Best] 1:58:36

2M ago1:58:36

1:58:36

This is Rick Buhrman and Paul Buser. If you've listened to our Art of Investing trailer, then you'll already know that it was Patrick O'Shaughnessy who first got us into this whole crazy podcast mess. We recently went on Patrick's show, Invest Like the Best, and wanted to share it to give you a better sense for Art of Investing's ethos and vision. …

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Invest Like the Best with Patrick O'Shaughnessy

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Rick Buhrman & Paul Buser - Find Your X, Nurture Your N - [Invest Like the Best, EP.346] 1:58:27

2M ago1:58:27

1:58:27

My guests this week are Rick Buhrman and Paul Buser. Rick and Paul spent over a decade managing the public equity portfolio at Notre Dame’s Endowment before leaving in 2020 to set up a permanent capital vehicle called Sator Grove. As you’ll hear in this conversation, they know, have studied, or have invested with most of the world’s best capital al…

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Art of Investing

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Welcome to Art of Investing 3:50

2M ago3:50

3:50

Welcome to Art of Investing, a 'podclass' with Sator Grove Holding's co-founders Rick Buhrman and Paul Buser. This dialogue is devoted to exploring the vast and endless joys of compounding with the help of some of the world's great investors, company builders, athletes, academics and human beings. In this trailer, Rick and Paul share the vision beh…

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Invest Like the Best with Patrick O'Shaughnessy

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Jack Altman & Miles Grimshaw - Building and Investing in Lattice - [Invest Like the Best, EP.345] 1:19:44

2M ago1:19:44

1:19:44

My guests today are Jack Altman and Miles Grimshaw. Jack is the co-founder and CEO of Lattice, an HR software platform. Miles is a General Partner at Benchmark, an early investor and Board Director at Lattice, as well as a former guest on Invest Like the Best. Jack started Lattice in 2015 and has scaled it into a multi-billion-dollar business that …

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Invest Like the Best with Patrick O'Shaughnessy

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Michael Simanovsky - A Platform Approach to Real Estate - [Invest Like the Best, EP.344] 1:06:05

3M ago1:06:05

1:06:05

My guest today is Michael Simanovsky. Mike is the Managing Partner of Conversant Capital, a real estate investment firm he founded in early 2020. Conversant aims to be the most flexible capital provider in real estate, investing across public and private markets as well as equities and credit. The firm will also incubate platforms where they see an…

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Invest Like the Best with Patrick O'Shaughnessy

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David Senra - In Service of Founders - [Invest Like the Best, EP.343] 1:24:14

3M ago1:24:14

1:24:14

My guest today is David Senra, the creator and host of Founders Podcast. With an incredible appetite for biographies, David has delved into the lives of over three hundred entrepreneurs, extracting invaluable wisdom that he shares with his audience each week. Throughout the conversation, we discuss David’s love of podcasts, and what can be gained f…

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Invest Like the Best with Patrick O'Shaughnessy

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Will England - A Primer on Multi-Strategy Hedge Funds - [Invest Like the Best, EP.342] 1:19:36

3M ago1:19:36

1:19:36

My guest today is Will England, the CEO and Co-CIO of Walleye Capital. Walleye is a multi-strategy hedge fund headquartered in Minnesota that manages around $5 billion. Our conversation is a primer on multi-strategy hedge funds, which have become a force in markets through the success of firms like Millenium, Citadel, Point72, and Balyasny. We disc…

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Invest Like the Best with Patrick O'Shaughnessy

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James Cameron - The Futurist - [Founders, Forever Episode] 1:13:33

3M ago1:13:33

1:13:33

Almost exactly a year ago, Colossus entered into a partnership with David Senra and the Founders podcast to join the Colossus network. The show has since exploded with more devoted fans than any podcast that I've encountered. With that in mind, we are excited to share an example episode from his show here today on the director, James Cameron. It's …

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Invest Like the Best with Patrick O'Shaughnessy

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Lee Ainslie - Hedge Fund Maverick - [Invest Like the Best, EP. 341] 1:36:34

3M ago1:36:34

1:36:34

My guest today is Lee Ainslie, the founder of Maverick Capital. Lee started his investing career at Tiger Management where he worked for Julian Robertson. In 1993, he left to start Maverick and has built the firm into one of the top-performing hedge funds of the last 30 years. Lee doesn’t speak in public often so this is a fascinating insight into …

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Invest Like the Best with Patrick O'Shaughnessy

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Nick Kokonas - Know What You Are Selling – [Founder’s Field Guide, Forever Episode] 1:16:40

4M ago1:16:40

1:16:40

Today, we are running a special episode from our show Founder's Field Guide. In this conversation, Nick Kokonas shares his experience of bringing a business mindset to the restaurant industry. It is one of our favorites at Colossus and there is something for everyone in this timeless conversation. Nick is the co-founder of 3 of the best restaurants…

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Invest Like the Best with Patrick O'Shaughnessy

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Des Traynor - Real Talk about AI and Software - [Invest Like the Best, EP.340] 1:05:38

4M ago1:05:38

1:05:38

My guest today is Des Traynor. Des is the co-founder and Chief Strategy Officer of Intercom - a customer service solution that helps businesses answer product questions, offer instant support, and automate sales. The business was founded in 2011 and its products operate within 25,000 businesses, including the likes of Amazon, Lyft and Atlassian. Ou…

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Invest Like the Best with Patrick O'Shaughnessy

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Samo Burja - The Great Founder Theory of History - [Invest Like the Best, EP.339] 1:08:43

4M ago1:08:43

1:08:43

My guest today is Samo Burja. Samo is the founder of consulting firm, Bismark Analysis, and has dedicated his life’s work to understanding why there has never been an immortal society. His research focuses on institutions, the founders behind them, how they rise and why they always fall in the end. As you’ll hear, Samo has an encyclopedic grasp of …

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Invest Like the Best with Patrick O'Shaughnessy

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Chris Paik - Venture Investing Frameworks - [Invest Like the Best, EP.338] 1:30:09

4M ago1:30:09

1:30:09

My guest today is Chris Paik, who is a General Partner at early-stage venture firm, Pace Capital. Before Pace, Chris spent eight years building and investing alongside last week’s guest, Josh Kushner, at his firm Thrive Capital. During that time, he sat on the board of Twitch. Our conversation explores Chris’ frameworks for investing, from atomic v…

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Invest Like the Best with Patrick O'Shaughnessy

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Josh Kushner - Building Thrive Capital - [Invest Like the Best, EP.337] 1:47:14

5M ago1:47:14

1:47:14

My guest today is Josh Kushner, founder and managing partner of venture firm, Thrive Capital. Josh started Thrive in 2010 and launched its first institutional fund in 2011. That first institutional fund was $40 million and, in it, Thrive led Warby Parker’s Series A, invested in Instagram, and incubated a business, which Josh co-founded, called Osca…

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Invest Like the Best with Patrick O'Shaughnessy

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Jeremy Giffon - Special Situations in Private Markets - [Invest Like the Best, EP.336] 1:42:33

5M ago1:42:33

1:42:33

My guest today is Jeremy Giffon. I spend all my time trying to find people who have some “singularity” to them. People who seem like they can do an N of 1 something. Having spent many days with Jeremy recently, he strikes me as one of those people. He was the first employee and general partner at private equity firm, Tiny, which buys and holds inte…

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Invest Like the Best with Patrick O'Shaughnessy

1
Dave Yuan - A Primer on Vertical Market Software - [Invest Like the Best, EP.335] 53:29

5M ago53:29

53:29

My guest today is Dave Yuan. Dave is the Founder and Partner of Tidemark Capital, which he started in 2021 after 15 years as a General Partner at Technology Crossover Ventures. Dave has been investing in vertical market software as long as anyone I know and he currently sits on the board of two VMS businesses, Toast and Karbon. He is the perfect gu…

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Invest Like the Best with Patrick O'Shaughnessy

1
Kevin Kelly - Be Generous and Unique - [Invest Like the Best, EP.334] 1:06:34

5M ago1:06:34

1:06:34

My guest today is Kevin Kelly. Kevin co-founded Wired magazine and has published a number of seminal books and essays on technology over the past three decades. I have devoured everything Kevin has put out into the world and many of his ideas shape the way I live today. Our conversation explores media, family, money, his concept of the Technium, AI…

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Invest Like the Best with Patrick O'Shaughnessy

1
Justin Mares - The US Health Crisis - [Invest Like the Best, EP.333] 1:21:41

6M ago1:21:41

1:21:41

My guest this week is Justin Mares. Justin is the founder of TrueMed and has previously founded three different health food brands that collectively do $100M+ in annual revenue. Every time I speak with him, he makes me reflect on my own health and the state of our health more broadly. This conversation is no different. As Justin puts it, we're in a…

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Invest Like the Best with Patrick O'Shaughnessy

1
Scott Goodwin - Know The Names - [Invest Like the Best, EP.332] 1:12:07

6M ago1:12:07

1:12:07

My guest this week is Scott Goodwin. Scott is the co-founder and managing partner of Diameter Capital Partners, which he started as a credit hedge fund in 2017 and has expanded into a $13 billion investment firm that covers all credit markets. Scott spent the first 8 years of his career at Citi where he rose to head of High Yield Trading before mov…

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Invest Like the Best with Patrick O'Shaughnessy

1
Rolex: Timeless Excellence - [Business Breakdowns, Forever Episode] 1:02:11

6M ago1:02:11

1:02:11

Today, we are running a special episode from our show Business Breakdowns. In this conversation, Ben Clymer does an incredible job breaking down what makes Rolex so special. If you enjoy this episode, follow Business Breakdowns for more discussions like this. Founded in the UK in 1905 under the name Wilsdorf & Davis, Rolex has become the leading na…

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Invest Like the Best with Patrick O'Shaughnessy

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Kieran Goodwin - Imagination, Volatility, and the Pursuit of Alpha - [Invest Like the Best, EP.331] 1:00:34

6M ago1:00:34

1:00:34

My guest today is Kieran Goodwin. Kieran spent over two decades at the frontier of credit investing. During the global financial crisis, he was a Partner and Head of Trading at King Street Capital, which grew from $4 billion to $20 billion while he was there. He then left to start his own credit hedge fund, Panning Capital Management. In our discus…

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Invest Like the Best with Patrick O'Shaughnessy

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Henry Schuck - Building ZoomInfo - [Invest Like the Best, EP.330] 1:32:46

6M ago1:32:46

1:32:46

My guest today is Henry Schuck, the founder and CEO of ZoomInfo. I’ve gotten to know Henry over the past year by virtue of him being on the board of Tegus, where I’m a board observer. I meet a lot of people and Henry is one of my favorites. His energy is unmatched and he knows his business down to the tiniest details. He has tenacity and curiosity …

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Invest Like the Best with Patrick O'Shaughnessy

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Karen Karniol-Tambour - Macro Headwinds vs. Tech Tailwinds - [Invest Like the Best, EP.329] 37:15

7M ago37:15

37:15

Today’s conversation was recorded during last week’s Sohn Conference. I sat down with Karen Karniol-Tambour, Co-CIO at Bridgewater Associates. I hosted Karen on this show two years ago and if you listened to that, you’ll remember she has a rare skill for distilling and analysing complex macro topics. Today’s environment is strikingly different to t…

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Invest Like the Best with Patrick O'Shaughnessy

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Fidji Simo - Creating Delightful Consumer Experiences - [Invest Like the Best, EP.328] 1:12:40

7M ago1:12:40

1:12:40

My guest this week is Fidji Simo, the CEO of Instacart. Fidji grew up in a small town in the South of France and was the first person in her family to graduate from high school. Since then, she has had a dazzling career with stops at France’s leading university, eBay, and Facebook. Fidji spent the better part of a decade at Facebook where she led t…

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Invest Like the Best with Patrick O'Shaughnessy

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Bessemer Venture Partners - Building a VC Firm that Lasts Centuries - [Invest Like the Best, EP.327] 1:17:05

7M ago1:17:05

1:17:05

My guests this week are Jeremy Levine, Kent Bennett, and Brian Feinstein. They are partners at one of the oldest and most storied venture firms in the world, Bessemer Venture Partners. Our conversation is split into two parts. First, we explore Bessemer itself. It’s over 100 years old and has a unique operating model with lessons for every investme…

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Invest Like the Best with Patrick O'Shaughnessy

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Alexis Rivas - A New Blueprint for Homebuilding - [Invest Like the Best, EP.326] 50:51

7M ago50:51

50:51

My guest this week is Alexis Rivas. Alexis is the co-founder and CEO of Cover, which is pioneering a new way of building homes. It’s no surprise to anyone that aspects of our housing market is broken. The market is undersupplied and littered with regulatory issues. The homebuilding process has also not changed for the better part of a century. Alex…

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Invest Like the Best with Patrick O'Shaughnessy

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Dr. Peter Attia - The Portfolio to Live Longer - [Invest Like the Best, EP.325] 1:24:52

8M ago1:24:52

1:24:52

My guest this week is Dr. Peter Attia. I’ve had Peter on the show twice before but it’s been over 5 years since his last appearance. In that period, his work has exploded and today he’s one of the clear leaders on the topic and practice of longevity and health span. He has a new book out called Outlive, which I heartily recommend. You’ll hear us re…

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Invest Like the Best with Patrick O'Shaughnessy

1
Scott Davis & Rob Wertheimer - Lessons from the Industrial Titans - [Invest Like the Best, EP.324] 1:09:08

8M ago1:09:08

1:09:08

My guests today are Scott Davis and Rob Wertheimer. Scott and Rob head up Melius Research and are the authors of a great book called Lessons from the Titans. The book explains what the industrial giants of old can teach the new generation of high-growth businesses about how to survive and deliver shareholder value over multiple decades. Drawing on …

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Invest Like the Best with Patrick O'Shaughnessy

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Sam Hinkie, Boyd Varty, Charlie Songhurst - Trail Magic - [Invest Like the Best, EP.323] 1:39:05

8M ago1:39:05

1:39:05

Today’s episode is a little different. Rather than share a new conversation, I have put together a few of my favourites from the past six and a half years of doing this show. I often listen back to these for inspiration, energy, and their timeless ideas on life and investing. Each of these is a significantly shortened version of the original episod…

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Invest Like the Best with Patrick O'Shaughnessy

1
David Senra - Passion & Pain - [Invest Like the Best, Forever Episode] 1:23:15

8M ago1:23:15

1:23:15

Hello everyone. A few days ago, we discussed what we call forever episodes, which are the few episodes of our show that we think will be as popular a decade from now as they are today. When I re-listened to this episode with David Senra, I left wildly energized and wanting to share that feeling. So we are re-releasing it today for anyone who missed…

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Invest Like the Best with Patrick O'Shaughnessy

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David Einhorn - The Long and Short of Investing - [Invest Like the Best, EP.322] 1:10:54

8M ago1:10:54

1:10:54

My guest today is David Einhorn. David is the President of Greenlight Capital, a long-short hedge fund that he co-founded in 1996. He is a prominent value investor with a reputation for rigorous security analysis. In 2002, he revealed a short position in Allied Capital, which was ultimately proven correct and similarly in early 2008, he told the So…

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Invest Like the Best with Patrick O'Shaughnessy

1
Avi Goldfarb - The Economic Impact of AI - [Invest Like the Best, EP.321] 57:49

9M ago57:49

57:49

My guest today is Avi Goldfarb. Avi is a Professor at the University of Toronto’s Rotman School of Management, the Rotman Chair in Artificial Intelligence and Healthcare, as well as the co-author of two bestselling books on AI and its economic impact. His most recent book, Power and Prediction, is probably the best piece of content I have read in e…

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Return on India

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Romeen Sheth - Reviewing India’s Opportunity - [Return on India, EP.11] 43:27

9M ago43:27

43:27

This is Matt Reustle, and for this season's final episode we decided to flip the table and interview Romeen. We talk at a high level about our favorite lessons in the series, some great behind-the-scenes moments across the project, and what Romeen will be monitoring from here. Please enjoy this conversation with Romeen. For the full show notes, tra…

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Invest Like the Best with Patrick O'Shaughnessy

1
Auren Hoffman - A Deep Dive on Data - [Invest Like the Best, EP.320] 1:09:11

9M ago1:09:11

1:09:11

My guest this week is Auren Hoffman. Auren is the CEO of Safegraph, which curates data on physical locations. He also founded LiveRamp, a public data connectivity business. Auren knows more about data businesses than almost anyone I know and that is the topic of today’s discussion. We look at the business of data from every angle and finish with a …

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