Invest Like the Best
Patrick O'Shaughnessy
Invest Like the Best
Patrick O'Shaughnessy
Tuesday 07 July 2020 : My guest this week is Charlie Songhurst, the former head of strategy at Microsoft and a prolific investor, having personally invested in...
Tuesday 30 June 2020 : My guest today is Blake Robbins, a partner at Ludlow Ventures. We talk about all things video games, including the major companies in the...
Tuesday 23 June 2020 : My guest today is Brad Gerstner, the founder and CIO of Altimeter Capital, a multi-billion dollar technology-focused investment firm. Brad...
Tuesday 16 June 2020 : My guest today is John Collison, the Co-Founder of the digital payments company Stripe. Stripe’s mission is to increase the GDP of the...
Tuesday 16 June 2020 : My guest today is John Collison, the Co-Founder of the digital payments company Stripe. Stripe’s mission is to increase the GDP of the...
Tuesday 09 June 2020 : My guest today is Jeremy Grantham. Jeremy is the co-founder and chief investment strategist of Grantham, Mayo, & van Otterloo (aka GMO)....
Tuesday 02 June 2020 : My guest today is Ben Thompson. Ben is the author of my favorite business strategy newsletter called Stratechery. He’s also the host of...
Tuesday 02 June 2020 : My guest today is Ben Thompson. Ben is the author of my favorite business strategy newsletter called Stratechery. He’s also the host of...
Tuesday 26 May 2020 : My guest today is Shishir Mehrotra and the topic of our conversation is the bundle: offering access to multiple products, services, or...
Tuesday 19 May 2020 : My guest today is Hamilton Helmer, the Co-Founder and Chief Investment Officer of Strategy Capital and the author of one of the best...
Tuesday 12 May 2020 : My guest today is Tobi Lutke, the co-founder, and CEO of Shopify. This is both a timely and evergreen conversation. Timely, as the world...
Tuesday 05 May 2020 : My guest today is popular past guest Ali Hamed, who joins us for an update on private credit. We discuss what has happened so far, what...
Thursday 30 April 2020 : My guest today for a flash update is Chris Bloomstran, the founder and CIO of Semper Augustus and a popular past guest on the show. We talk...
Tuesday 28 April 2020 : My guest today is Josh Kopelman, the founder of famed venture capital firm First Round Capital. Prior to starting First Round, which has...
Tuesday 21 April 2020 : My guest today is Manny Stotz, the founder of Kingsway Capital. Manny is one of the leading investors in Frontier Markets, investing in...
Tuesday 07 April 2020 : My guest this week is Sarah Tavel, a general partner at Benchmark, working alongside past guests Bill Gurley and Chetan Puttagunta. Sarah...
Sunday 05 April 2020 : In the midst of the worldwide quarantine, my friend Boyd Varty decided to begin an adventure he has been considering for a long time: a 40...
Thursday 02 April 2020 : My guest today is with past guest Gavin Baker, the founder and CIO of Atreides Management, LP. We discuss investing during a bear market and...
Tuesday 31 March 2020 : My guest today is D.A. Wallach, one of the more interesting investors I’ve come across. He is the former lead singer of the group Chester...
Wednesday 25 March 2020 : My guest today is Chad Cascarilla, here to discuss some of the tail risks in the economy and markets as of March 24th in the midst of the...
Friday 20 March 2020 : My conversation today is with my close friend Brent Beshore. Brent is a private equity investor who owns and interacts with many small...
Monday 16 March 2020 : My guest this morning is Dan Rasmussen of Verdad Capital. Like me, Dan and his firm focus on quantitative research. Just a month before the...
Friday 13 March 2020 : My guests today are Bill Gurley and Chetan Puttagunta, both partners at benchmark capital. We review the early stage investing world in the...
Friday 13 March 2020 : My guest in this flash podcast is Bryan Krug of Artisan partners. We discuss what has happened so far in the corporate high yield and...
Wednesday 11 March 2020 : This week, I’ll be recording and immediately releasing a series of conversations on business and market reactions to the spread of...
Invest Like the Best
Patrick O'Shaughnessy
Charlie Songhurst – Lessons from Investing in 483 Companies - [Invest Like the Best, EP.181]
My guest this week is Charlie Songhurst, the former head of strategy at Microsoft and a prolific investor, having personally invested in...
Blake Robbins – Investing in Gaming - [Invest Like the Best, EP.180]
My guest today is Blake Robbins, a partner at Ludlow Ventures. We talk about all things video games, including the major companies in the...
Brad Gerstner – Public and Private Investing - [Invest Like the Best, EP.179]
My guest today is Brad Gerstner, the founder and CIO of Altimeter Capital, a multi-billion dollar technology-focused investment firm. Brad...
John Collison – Growing the Internet Economy - [Invest Like the Best, EP.178]
My guest today is John Collison, the Co-Founder of the digital payments company Stripe. Stripe’s mission is to increase the GDP of the...
John Collision – Growing the Internet Economy - [Invest Like the Best, EP.178]
My guest today is John Collison, the Co-Founder of the digital payments company Stripe. Stripe’s mission is to increase the GDP of the...
Jeremy Grantham – An Uncertain Crisis - [Invest Like the Best, EP.177]
My guest today is Jeremy Grantham. Jeremy is the co-founder and chief investment strategist of Grantham, Mayo, & van Otterloo (aka GMO)....
Ben Thompson – Platforms, Ecosystems, and Aggregators - [Invest Like the Best, EP.176]
My guest today is Ben Thompson. Ben is the author of my favorite business strategy newsletter called Stratechery. He’s also the host of...
Ben Taylor – Platforms, Ecosystems, and Aggregators - [Invest Like the Best, EP.176]
My guest today is Ben Thompson. Ben is the author of my favorite business strategy newsletter called Stratechery. He’s also the host of...
Shishir Mehrotra – The Art and Science of the Bundle - [Invest Like the Best, EP.175]
My guest today is Shishir Mehrotra and the topic of our conversation is the bundle: offering access to multiple products, services, or...
Hamilton Helmer – Power + Business - [Invest Like the Best, EP.174]
My guest today is Hamilton Helmer, the Co-Founder and Chief Investment Officer of Strategy Capital and the author of one of the best...
Tobi Lutke – Building a Modern Business - [Invest Like the Best, EP.173]
My guest today is Tobi Lutke, the co-founder, and CEO of Shopify. This is both a timely and evergreen conversation. Timely, as the world...
Ali Hamed – An Update on Private Credit - [Invest Like the Best, EP.172]
My guest today is popular past guest Ali Hamed, who joins us for an update on private credit. We discuss what has happened so far, what...
Chris Bloomstran - An Update on Public Markets - [Invest Like the Best, EP.171]
My guest today for a flash update is Chris Bloomstran, the founder and CIO of Semper Augustus and a popular past guest on the show. We talk...
Josh Kopelman - The Past, Present, And Future Of Seed Investing - [Invest Like the Best, EP.170]
My guest today is Josh Kopelman, the founder of famed venture capital firm First Round Capital. Prior to starting First Round, which has...
Manny Stotz - Frontier Markets Investing - [Invest Like the Best, EP.169]
My guest today is Manny Stotz, the founder of Kingsway Capital. Manny is one of the leading investors in Frontier Markets, investing in...
Sarah Tavel - Consumer & Marketplace Investing - [Invest Like the Best, EP.168]
My guest this week is Sarah Tavel, a general partner at Benchmark, working alongside past guests Bill Gurley and Chetan Puttagunta. Sarah...
[BONUS] Boyd Varty - 40 Days and 40 Nights
In the midst of the worldwide quarantine, my friend Boyd Varty decided to begin an adventure he has been considering for a long time: a 40...
Gavin Baker – Investing Through a Bear Market - [Invest Like the Best, EP.167]
My guest today is with past guest Gavin Baker, the founder and CIO of Atreides Management, LP. We discuss investing during a bear market and...
D.A. Wallach – Investing in Healthcare - [Invest Like the Best, EP.166]
My guest today is D.A. Wallach, one of the more interesting investors I’ve come across. He is the former lead singer of the group Chester...
Chad Cascarilla – Update on Tail Risk - [Invest Like the Best, EP.165]
My guest today is Chad Cascarilla, here to discuss some of the tail risks in the economy and markets as of March 24th in the midst of the...
Brent Beshore – Update on Small Business and Private Equity - [Invest Like the Best, EP.164]
My conversation today is with my close friend Brent Beshore. Brent is a private equity investor who owns and interacts with many small...
Dan Rasmussen – Investing Through a Crisis - [Invest Like the Best, EP.163]
My guest this morning is Dan Rasmussen of Verdad Capital. Like me, Dan and his firm focus on quantitative research. Just a month before the...
Bill Gurley and Chetan Puttagunta – An Update on Consumer & Enterprise Venture Capital - [Invest Like the Best, EP.162]
My guests today are Bill Gurley and Chetan Puttagunta, both partners at benchmark capital. We review the early stage investing world in the...
Bryan Krug – An Update on Corporate Credit - [Invest Like the Best, EP.161]
My guest in this flash podcast is Bryan Krug of Artisan partners. We discuss what has happened so far in the corporate high yield and...
Deep Basin – Oil Price War and Its Implications - [Invest Like the Best, EP.160]
This week, I’ll be recording and immediately releasing a series of conversations on business and market reactions to the spread of...
