Patrick O'Shaughnessy
๐ค SpeakerAppearances Over Time
Podcast Appearances
What you might not know is that they've recently launched something game-changing, AI-powered channel checks.
Channel checks give you a real-time, expert-driven perspective on public companies weeks before they show in earnings or consensus revisions.
AlphaSense uses an AI interviewer to run thousands of expert calls with real human experts every month, asking consistent questions across experts so the signals are clean, comparable, and useful.
You get live updates as interviews come in, full transcript access and coverage across every major sector.
Instantly compare insights across experts and analyze quarter over quarter trends in sentiment and key performance indicators.
For investors trying to stay ahead of the fast moving markets, it's already table stakes.
Hello and welcome, everyone.
I'm Patrick O'Shaughnessy, and this is Invest Like the Best.
This show is an open-ended exploration of markets, ideas, stories, and strategies that will help you better invest both your time and your money.
If you enjoy these conversations and want to go deeper, check out Colossus Review, our quarterly publication with in-depth profiles of the people shaping business and investing.
You can find Colossus Review along with all of our podcasts at joincolossus.com.
My guest today is Alan Waxman.
Alan is co-founder and CEO of Sixth Street, one of the most unique investment firms with a go-anywhere, do-anything mandate across asset classes, geographies, and time horizons, and over $110 billion in AUM.
He describes his journey from CIO of Goldman Sachs' special situations group and the frameworks he brought with him to lay the foundation for Sixth Street.
Allen details their famous investments like Spotify and Airbnb during challenging periods, their innovative sports partnerships with Real Madrid and FC Barcelona, and their $30 billion Tau vehicle that allows them to write billion-dollar checks while keeping individual fund sizes matched to opportunities.
We discuss hiring people without egos, enabling a true multi-strategy approach, and Sixth Street's Face the Tiger philosophy.
Please enjoy this great conversation with Alan Waxman.
All right, I don't know where to begin this one.
Sixth Street is so incredibly interesting in that it can do anything.
It can go anywhere.