Michael Mauboussin – Active Asset Management - [Invest Like the Best, EP.02]

Michael Mauboussin – Active Asset Management - [Invest Like the Best, EP.02]

Michael Mauboussin, Managing Director and Head of Global Financial Strategies at Credit Suisse, joins Patrick to discuss the current state of the asset management business, explore all of the stages of the investment process, and what edges might exist for those trying to beat the market. For comprehensive show notes on this episode go to investorfieldguide.com/mauboussin/ For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub Follow Patrick on twitter at @patrick_oshag

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Sergey Levine - Building LLMs for the Physical World - [Invest Like the Best, EP.465]

Sergey Levine - Building LLMs for the Physical World - [Invest Like the Best, EP.465]

My guest today is Sergey Levine, a professor at UC Berkeley and co-founder of Physical Intelligence. The company is building robotic foundation models designed to control any embodied system to do any...

31 Maalis 1h 6min

Mitchell Green - Lessons from Cold Calling 10,000 Companies - [Invest Like the Best, EP.464]

Mitchell Green - Lessons from Cold Calling 10,000 Companies - [Invest Like the Best, EP.464]

My guest today is Mitchell Green. Mitchell Green is the co-founder and managing partner of Lead Edge Capital, a growth equity firm that has spent 15 years building one of the most disciplined investme...

24 Maalis 54min

William Hockey - Building the Operating System for the Dollar and Silicon Valley Heresy - [Invest Like the Best, EP.463]

William Hockey - Building the Operating System for the Dollar and Silicon Valley Heresy - [Invest Like the Best, EP.463]

William Hockey is the co-founder of Plaid and the founder and CEO of Column, a software company that owns a bank and powers Ramp, Wise, Bilt, Mercury, and others. He funded Column by borrowing against...

17 Maalis 1h 10min

Shyam Sankar - Celebrating Heretics - [Invest Like the Best, EP.462]

Shyam Sankar - Celebrating Heretics - [Invest Like the Best, EP.462]

My guest today is Shyam Sankar, the CTO of Palantir Technologies. In this conversation, we explore the ideas that shape how Shyam thinks about technology, talent, and national power. We discuss the o...

10 Maalis 1h 21min

John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]

John Arnold - China, Energy Markets and Fixing America's Systems - [Invest Like the Best, EP.461]

My guest today is John Arnold. John is probably the most famous energy trader of all time and certainly the most successful. One of the things John talks about is cultivating the best seat in your ind...

4 Maalis 1h 15min

Dan Sundheim - The Art of Public and Private Market Investing - [Invest Like the Best, EP.460]

Dan Sundheim - The Art of Public and Private Market Investing - [Invest Like the Best, EP.460]

My guest today is Dan Sundheim. Dan is the founder and CIO of D1 Capital Partners. He thinks about markets and businesses constantly, and has built a career entirely around that obsession. He manages...

24 Helmi 1h 15min

Josh Kushner - Concentration and Conviction - [Invest Like the Best, EP.459]

Josh Kushner - Concentration and Conviction - [Invest Like the Best, EP.459]

This is my second conversation with Josh Kushner, founder and managing partner of Thrive Capital. I recorded this conversation in October after publishing the Colossus cover story about him and Thriv...

18 Helmi 1h 3min

Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]

Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]

My guests today are Alex Behring and Daniel Schwartz, Co-Managing Partners of 3G Capital. 3G has built one of the most distinctive firms in investing around a simple idea: there are only a handful of...

10 Helmi 1h 35min

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