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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Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]

My guest today is Luca Ferrari. Luca is the co-founder and CEO of Bending Spoons, which he describes as 25 percent private equity and 75 percent technology company. Founded in 2013, Bending Spoons ful...

4 Marras 20251h 21min

Kevin Kelly - Be Generous and Unique - [Invest Like the Best, CLASSICS]

Kevin Kelly - Be Generous and Unique - [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 1 conversations with N of 1 people. Kevin Kelly⁠ co-founded Wired mag...

31 Loka 20251h 8min

Ken Langone - The American Dream - [Invest Like the Best, REPLAY]

Ken Langone - The American Dream - [Invest Like the Best, REPLAY]

Today I am replaying my conversation with Ken Langone. Ken is a legendary American businessman best known for his co-founding of Home Depot. He is also a former director of the New York Stock Exchange...

30 Loka 202550min

Karim Atiyeh - Building Ramp - [Invest Like the Best, EP.445]

Karim Atiyeh - Building Ramp - [Invest Like the Best, EP.445]

My guest today is Karim Atiyeh. Karim is the co-founder and CTO of Ramp, the fastest-growing finance automation platform in history, reaching over $1 billion in revenue in just over five years. Ramp i...

21 Loka 20251h 46min

Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]

Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]

My guest today is Dan Wang. Dan is a technology analyst and author who spent six years living in China studying its manufacturing ecosystem and tech development, best known for his new book Breakneck....

16 Loka 20251h 36min

Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

My guest today is Jesse Zhang. Jesse is the co-founder and CEO of Decagon, one of the fastest-growing AI customer service companies. Decagon provides a centralized AI engine to auto-resolve issues at ...

6 Loka 20251h 22min

Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]

My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—liter...

30 Syys 20251h 59min

Rolex: Timeless Excellence - (Invest Like the Best, CLASSICS)

Rolex: Timeless Excellence - (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 1 conversations with N of 1 people. This Business Breakdowns on Rolex ...

26 Syys 20251h 2min

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