Invest Like the Best with Patrick O'Shaughnessy30 Huhti 2020

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 about his view on the state of the public equity market, why it will be hard for the market to deliver great returns for the next decade relative to the last, and where opportunities may lie. Please enjoy. This episode is brought to by Koyfin. 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 Show Notes (1:42) – (First question) – Adjustments to his portfolio in the age of a pandemic (6:41) – Chris Bloomstran Podcast Episode (9:36) – The Federal Reserve Act (12:32) – Surprising action in the markets during the crisis (13:08) – 2020 Investment Letter (15:02) – Why we won’t see the same performance in tech over the future as we’ve seen the last decade (21:00) – The carnage in energy sector and return potential (30:06) – Berkshires activity since the crisis started (35:48) – Where sectors are valued in the current market (41:12) – Expectation for deflation over inflation (48:54) – Characteristics to look for in businesses to own over the next 10 years (52:05) – Economic factors they are focusing on Learn More 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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Michael Moritz - Lessons From 40 Years of Investing and Writing - [Invest Like the Best, EP.491]

Michael Moritz led Sequoia Capital for nearly two decades and backed some of the defining companies of the internet era. In his new memoir, Ausländer, he turns his attention to his own family, Jewis...

16 Syys 1h 12min

Walter Russell Mead - How America Keeps Winning - [Invest Like the Best, EP.490]

My guest today is Walter Russell Mead. Walter is a columnist at the Wall Street Journal and the author of Special Providence and God and Gold, two of the best books written on American power. He has...

8 Syys 1h 18min

Sarah Guo - Funding the Frontier - [Invest Like the Best, EP.489]

My guest today is Sarah Guo, founder and managing partner of Conviction, the venture firm she built to back AI-native companies from their earliest days. Sarah has become one of the most sought-afte...

1 Syys 59min

Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488]

My guest today is Neil Movva, founder of Sail. Sail is building what Neil calls a token factory, an inference company designed for a specific kind of future, one where AI agents run in the background ...

25 Elo 1h 18min

Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]

My guest today is Ben Thompson, the founder and author of Stratechery. Ben is one of my favorite business thinkers and I love talking to him about everything happening in markets and technology. We ...

18 Elo 1h 16min

Eric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486]

My guest today is Eric Vishria, a General Partner at Benchmark. Eric has spent his career in software and cloud, and few people know the history of these markets as well as he does. What makes him s...

11 Elo 1h 5min

Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]

My guest today is Gavin Baker, founding partner and CIO of Atreides Management. This is our seventh conversation, and just two months after Gavin's last appearance. It's about the gap between what th...

4 Elo 1h 5min

Sam Altman - How to Make an Abundant Future - [Invest Like the Best, EP.484]

My guest today is Sam Altman, CEO of OpenAI. It's a conversation spanning the history, present, and future of OpenAI, from the origin of ChatGPT through Codex, hardware, and their new Jalapeno chip. ...

28 Heinä 53min