Chris Bloomstran - An Update on Public Markets - [Invest Like the Best, EP.171]

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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Ben Horowitz - Backing America’s Future - [Invest Like the Best, EP.457]

Ben Horowitz - Backing America’s Future - [Invest Like the Best, EP.457]

My guest today is Ben Horowitz, the co-founder of Andreessen Horowitz. Since its founding in 2009, a16z has grown into one of the most influential firms in venture capital, reshaping how technology co...

3 Helmi 55min

Gokul Rajaram - Lessons from Investing in 700 Companies - [Invest Like the Best, EP.456]

Gokul Rajaram - Lessons from Investing in 700 Companies - [Invest Like the Best, EP.456]

My guest today is ⁠Gokul Rajaram⁠, Founding Partner at Marathon Management. Gokul is one of the most prolific product builders and investors of the last twenty years. He has built the core ad and prod...

29 Tammi 1h 16min

Patrick O’Shaughnessy - Creating on Principle - [Invest Like the Best, EP.455]

Patrick O’Shaughnessy - Creating on Principle - [Invest Like the Best, EP.455]

This week is a special episode. Only David Senra could get me to be on the other side of the mic. Because I don’t plan on being interviewed often, I wanted to share this conversation, which I so enjoy...

20 Tammi 2h 6min

Tom Digan & Greg Stewart - Building the World’s Best Fitness App - [Invest Like the Best, EP.454]

Tom Digan & Greg Stewart - Building the World’s Best Fitness App - [Invest Like the Best, EP.454]

My guests today are Tom Digan and Greg Stewart. Tom is the co-founder of Ladder, and Greg is its CEO. Ladder was my first angel investment. What followed over the next seven years is one of the most ...

13 Tammi 1h 14min

Reed Hastings - Building Netflix - [Invest Like the Best, EP.453]

Reed Hastings - Building Netflix - [Invest Like the Best, EP.453]

My guest today is Reed Hastings, the co-founder and former longtime CEO of Netflix. Netflix is an example of two ideas that everyone talks about, but are extremely hard to do in practice. The first i...

6 Tammi 1h 2min

Nick Kokonas - Know What You Are Selling - [Invest Like The Best, REPLAY]

Nick Kokonas - Know What You Are Selling - [Invest Like The Best, REPLAY]

Today, I am replaying my conversation with Nick Kokonas, one of my favorites from the show. Nick is the co-founder of 3 of the best restaurants and bars in America - Alinea, Next, and The Aviary as...

30 Joulu 20251h 17min

Ric Elias - The Art of Living Well - [Invest Like The Best, CLASSICS]

Ric Elias - The Art of Living Well - [Invest Like The Best, CLASSICS]

Ric Elias - The Art of Living Well - [Invest Like The Best, CLASSICS] Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of...

23 Joulu 20251h 25min

Henry Ellenbogen - Man Versus Machine - [Invest Like the Best, EP.452]

Henry Ellenbogen - Man Versus Machine - [Invest Like the Best, EP.452]

My guest today is Henry Ellenbogen, founder and Managing Partner of Durable Capital Partners. Henry built his reputation at T. Rowe Price, where he led the New Horizons Fund and turned it into one of ...

16 Joulu 20251h 47min

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