Invest Like the Best with Patrick O'Shaughnessy

Invest Like the Best with Patrick O'Shaughnessy

Conversations with the best investors and business leaders in the world. We explore their ideas, methods, and stories to help you better invest your time and money. Hear stock market and boardroom insights you can't find anywhere else. If you're a professional investor, CEO, entrepreneur, or business strategist, this is for you. Explore all our episodes and learn more at https://www.colossus.com

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Episoder(582)

Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - [Invest Like the Best, EP.476]

Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - [Invest Like the Best, EP.476]

My guest today is Dara Khosrowshahi, the CEO of Uber. Before Uber, Dara ran Expedia for thirteen years. We start with why he took this job in 2017, and a big part of that story is Daniel Ek, who told ...

3 Jun 1h 7min

Dan Loeb - Lessons from 30 Years of Investing - [Invest Like the Best, EP.475]

Dan Loeb - Lessons from 30 Years of Investing - [Invest Like the Best, EP.475]

My guest today is Dan Loeb, the founder and CEO of Third Point.  Dan started Third Point in 1995 with a few million dollars, and today the firm manages over 24 billion across equities, corporate and ...

28 Mai 1h 3min

Darren Farber on Iran, China, and the Rise of Neoprimes - [Invest Like the Best, EP.474]

Darren Farber on Iran, China, and the Rise of Neoprimes - [Invest Like the Best, EP.474]

My guest today is Darren Farber, and this is his second appearance on the show. Darren is a Managing Partner of Albion River, a defense-focused investment firm and he previously served as a special a...

26 Mai 46min

Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]

Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]

My guest today is Gavin Baker, founding partner and CIO of Atreides Management, and this is our sixth conversation. The central theme is watts and wafers, the two physical constraints that in Gavin's...

20 Mai 1h 16min

Krishna Rao - Anthropic's CFO on Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence - [Invest Like the Best, EP.472]

Krishna Rao - Anthropic's CFO on Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence - [Invest Like the Best, EP.472]

My guest today is Krishna Rao, the CFO of Anthropic. The center of our conversation is how he navigates the decision around procuring and allocating compute, which he describes as the canvas on which ...

13 Mai 1h 16min

Brian Chesky - AI Founder Mode - [Invest Like the Best, EP.471]

Brian Chesky - AI Founder Mode - [Invest Like the Best, EP.471]

My guest today is Brian Chesky, the co-founder and CEO of Airbnb. Our conversation traces the path from his early training as an industrial designer at RISD through the pandemic moment that forced him...

5 Mai 1h 15min

Paul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.470]

Paul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.470]

My guest today is Paul Tudor Jones. Paul is the founder of Tudor Investment Corporation and one of the greatest macro traders of all time, known for calling and profiting from the 1987 crash and compo...

28 Apr 1h 6min

Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.469]

Dylan Patel - The Infinite Demand for Tokens, Claude Mythos, and Supply Constraints - [Invest Like the Best, EP.469]

This is my second conversation with Dylan Patel. Dylan is the founder and CEO of SemiAnalysis, where he tracks the semiconductor supply chain and AI infrastructure buildout. This conversation is abou...

23 Apr 45min

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