Invest Like the Best with Patrick O'Shaughnessy

Invest Like the Best with Patrick O'Shaughnessy

Colossus | Investing & Business Podcasts

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Episode (200)

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171
Scott Davis & Rob Wertheimer - Lessons from the Industrial Titans

Scott Davis & Rob Wertheimer - Lessons from the Industrial Titans

Apr 11, 2023

My guests today are Scott Davis and Rob Wertheimer. Scott and Rob head up Melius Research and are the authors of a great book called Lessons from the Titans. The book explains what the industrial gian...

172
Sam Hinkie, Boyd Varty, Charlie Songhurst - Trail Magic

Sam Hinkie, Boyd Varty, Charlie Songhurst - Trail Magic

Apr 04, 2023

Today’s episode is a little different. Rather than share a new conversation, I have put together a few of my favourites from the past six and a half years of doing this show. I often listen back to th...

173
David Senra - Passion & Pain

David Senra - Passion & Pain

Mar 31, 2023

Hello everyone. A few days ago, we discussed what we call forever episodes, which are the few episodes of our show that we think will be as popular a decade from now as they are today. When I re-liste...

174
David Einhorn - The Long and Short of Investing

David Einhorn - The Long and Short of Investing

Mar 28, 2023

My guest today is David Einhorn. David is the President of Greenlight Capital, a long-short hedge fund that he co-founded in 1996. He is a prominent value investor with a reputation for rigorous secur...

175
Avi Goldfarb - The Economic Impact of AI

Avi Goldfarb - The Economic Impact of AI

Mar 21, 2023

My guest today is Avi Goldfarb. Avi is a Professor at the University of Toronto’s Rotman School of Management, the Rotman Chair in Artificial Intelligence and Healthcare, as well as the co-author of t...

176
Auren Hoffman - A Deep Dive on Data

Auren Hoffman - A Deep Dive on Data

Mar 14, 2023

My guest this week is Auren Hoffman. Auren is the CEO of Safegraph, which curates data on physical locations. He also founded LiveRamp, a public data connectivity business. Auren knows more about data...

177
Trae Stephens - Find Good Quests

Trae Stephens - Find Good Quests

Mar 07, 2023

My guest this week is Trae Stephens. Trae is a partner at Founders Fund and co-founder and Executive Chairman of Anduril. Trae’s philosophy can be boiled down to finding good quests, which has led him...

178
Doug Leone - Lessons from a Titan

Doug Leone - Lessons from a Titan

Feb 28, 2023

My guest this week is Doug Leone. Doug led one of the world’s most successful venture firms, Sequoia, for over 25 years after he was given responsibility for the firm by its founder, Don Valentine, in...

179
Tim Urban - Idea Labs and High-Rung Thinking

Tim Urban - Idea Labs and High-Rung Thinking

Feb 21, 2023

I’m excited to share this conversation with Tim Urban. Tim is, in my opinion, one of the best and most engaging writers of our era. He’s tackled many of the most interesting topics in the world from A...

180
Dan Rose - How Stunning Founders Operate

Dan Rose - How Stunning Founders Operate

Feb 14, 2023

My guest today is Dan Rose. Dan is the chairman of Coatue Ventures and has one of the most interesting collections of experiences of anyone I’ve talked to. He spent 20 years at Amazon and Facebook in ...

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