Invest Like the Best with Patrick O'Shaughnessy cover image

Invest Like the Best with Patrick O'Shaughnessy

Latest episodes

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153 snips
Jan 16, 2024 • 1h 4min

Daryl Morey - Systems Thinking in Sports - [Invest Like the Best, REPLAY]

In this episode, Daryl Morey, President of basketball operations for the Philadelphia 76ers and pioneer of the analytics movement in basketball, talks about negotiation tactics, systems thinking, and hiring strategies in the basketball world. They also discuss the importance of identifying what you're optimizing for in sports, the need for a comeback mechanism in college football, and the value of struggle and independent thinking in shaping one's perspective.
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487 snips
Jan 9, 2024 • 1h 49min

Michael Ovitz - Knowledge Is Power - [Invest Like the Best, EP.359]

Michael Ovitz, legendary talent agent and co-founder of CAA, discusses his career in the entertainment industry and the impact of positional power. They also explore creative marketing strategies, evaluating talent, the role of art in their careers, the importance of work ethic and learning on the job, and share stories of kind acts from influential people.
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234 snips
Jan 2, 2024 • 1h 26min

Erik Serrano - Investing in Investment Firms - [Invest Like the Best, EP.358]

Erik Serrano Berntsen, CEO of Stable Asset Management, discusses investing in investment firms, commonalities among founders, challenges faced by investment firm founders, the importance of motivation and passion in the industry, valuation and pricing of investment firm general partners, aspects of success in the investment industry, and the benefits of starting an investment firm at a young age.
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257 snips
Dec 26, 2023 • 1h 9min

Doug Leone - Lessons from a Titan - [Invest Like the Best, REPLAY]

Doug Leone, venture capitalist, discusses his tough start at Sequoia, the technicalities of great go-to-market motions, and shares advice for other investors in the industry. He emphasizes the importance of keeping things simple and clear. Topics also include the evolution of venture, scarcity of talented founders, surviving high school, common failure modes of investors, building competitive advantage, navigating the dot-com bubble burst, and acts of kindness and gratitude.
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560 snips
Dec 19, 2023 • 1h 13min

Justin Ishbia - Lessons from Acquiring 586 Companies - [Invest Like the Best, EP.357]

Justin Ishbia, Founding Partner of Shore Capital, discusses building a successful system in asset management, investing in the industrial sub-sectors of healthcare, the benefits of levered rollups, the importance of negotiation and trust-building, innovation stacking and expanding into real estate, and factors that drive demand in the buying environment.
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190 snips
Dec 12, 2023 • 1h 24min

Gavin Uberti - Real-Time AI & The Future of AI Hardware - [Invest Like the Best, EP.356]

21-year-old Gavin Uberti, founder of Etched, discusses the revolution in artificial intelligence and the potential of purpose-built chips. He envisions reducing latency and costs for models like GPT4. The podcast explores hardware specialization for Bitcoin mining and the future of transformers. It delves into the evolution of AI models, infrastructure challenges, and the importance of data. The value of proprietary data in specialized AI models is explored, along with predictions for the future of AI hardware. A touching story of kindness and mentorship is also shared.
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3,006 snips
Dec 5, 2023 • 1h 40min

A Conversation with Charlie Munger & John Collison - [Invest Like the Best, EP.355]

Charlie Munger, famed investor and business partner of Warren Buffett, and John Collison, co-founder of Stripe, engage in an enlightening conversation covering topics such as multi-disciplinary thinking, investment strategies, gold vs. cryptocurrency, societal implications, the beauty of capitalism, merging entities, unethical behavior in the financial industry, Berkshire's anti-bureaucracy culture, managing cash and share issuance, and making logical decisions. The podcast offers valuable insights from two successful individuals in the world of business and investing.
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264 snips
Nov 28, 2023 • 1h 29min

Peter Fenton & Victor Lazarte - Purpose and Partnership - [Invest Like the Best, EP.354]

Peter Fenton and Victor Lazarte, General Partners at Benchmark Capital, discuss great entrepreneurs' core motivators and Benchmark's unique operating philosophy. They delve into the challenges of transitioning from builder to investor and the benefits of evaluating founders without preconceived frameworks. The importance of mental well-being, building profitable businesses in the consumer market, and purpose-driven partnerships are also explored. Additionally, they explore the potential of LLM platforms and reflect on the lessons learned from a hardworking mother.
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29 snips
Nov 21, 2023 • 1h 3min

Lior Susan - Leave the World Better than You Found It - [Invest Like the Best, EP.353]

Lior Susan, founder of Eclipse Ventures, discusses his perspective on the terror attacks and the path forward. The speaker emphasizes the importance of blending technology and the physical world to advance old industries and leave the world better than they found it. They explore the possibility of fostering partnerships for peace and the role of technology in challenging radical mindsets. The chapter also highlights the impact of technology on various sectors, such as energy, manufacturing, aerospace, and defense.
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638 snips
Nov 14, 2023 • 1h 25min

Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, EP.352]

Brad Jacobs, Founder of seven billion-dollar or multibillion-dollar businesses and Executive Chairman of XPO, discusses strategies for building billion-dollar businesses, managing relationships with capital markets, capitalizing on a short seller report, and the importance of audacity, discipline, and balance in achieving success. The conversation also explores the notion of the singularity and the future of human evolution, implementing technology improvements, and being open as a CEO.

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