Invest Like the Best with Patrick O'Shaughnessy

Will Ahmed - Optimizing Human Performance – [Founder’s Field Guide, EP. 39]

24 Jun 2021

Contributed by Lukas

My guest today is Will Ahmed, founder of fitness wearable company WHOOP. What started as a business plan in 2011 has evolved into the 24/7 health-tra...

Howard Marks - Embracing the Psychology of Investing - [Invest Like the Best, EP. 231]

22 Jun 2021

Contributed by Lukas

My guest today is Howard Marks, co-founder of Oaktree Capital, a leading investment manager, and one of the world’s largest distressed debt investor...

Christina Cacioppo - Building the New Standard in Security – [Founder’s Field Guide, EP. 38]

17 Jun 2021

Contributed by Lukas

My guest today is Christina Cacioppo, founder of Vanta, a security and compliance software business founded in 2017. In our conversation, Christina br...

John Harris - Resilience and Imagination - [Invest Like the Best, EP. 230]

15 Jun 2021

Contributed by Lukas

My guest today is John Harris, Managing Partner of Ruane, Cunniff & Goldfarb, where the flagship Sequoia Fund has an incredible 50-year track record r...

Florian Hagenbuch and Mate Pencz - Everything Will Be Bought Online – [Founder’s Field Guide, EP. 37]

10 Jun 2021

Contributed by Lukas

My guests today are Florian Hagenbuch and Mate Pencz, co-founders of Loft. Based in Sao Paulo, Brazil, Loft is a digital platform designed to bring La...

Gabriel Leydon - Designing Digital Economies - [Invest Like the Best, EP. 229]

08 Jun 2021

Contributed by Lukas

My guest is Gabe Leydon, who is the co-founder and former CEO of MZ, also known as Machine Zone, the company behind huge games such as Mobile Strike a...

Assaf Wand - Innovation in Static Industries – [Founder’s Field Guide, EP. 36]

03 Jun 2021

Contributed by Lukas

My guest today is Assaf Wand, CEO, and co-founder of Hippo, a homeowner insurance startup founded in 2015. In March 2021, Hippo announced a SPAC merge...

Dennis Lynch - Delivering Alpha in Adapting Markets - [Invest Like the Best, EP. 228]

01 Jun 2021

Contributed by Lukas

My guest today is Dennis Lynch, Head of Counterpoint Global, where he oversees over $100bn in AUM and boasts one of the strongest track records of any...

Henrique Dubugras - Building the Financial Center of Gravity – [Founder’s Field Guide, EP. 35]

27 May 2021

Contributed by Lukas

My guest today is Henrique Dubugras, co-founder and CEO of Brex, an all-in-one finance account for businesses. Brex recently raised funding at a valua...

Justin Fishner-Wolfson - Secondary Investing in Private Markets - [Invest Like the Best, EP. 227]

25 May 2021

Contributed by Lukas

My guest today is Justin Fishner-Wolfson, founder of 137 Ventures, a venture capital fund focused on providing liquidity solutions to founders, invest...

Peter Reinhardt - Learning How to Sell – [Founder’s Field Guide, EP. 34]

20 May 2021

Contributed by Lukas

My guest today is Peter Reinhardt, co-founder and CEO of Segment, the market-leading data customer data platform that was acquired by Twilio last year...

Brent Beshore - Learnings from a Year of Unexpected Events - [Invest Like the Best, EP. 226]

18 May 2021

Contributed by Lukas

My guest today is Brent Beshore. For those that don’t know Brent from his frequent appearances on this podcast, he runs Permanent Equity Fund and ha...

Jeremy Cai - Manufacturer to Customer – [Founder’s Field Guide, EP. 33]

13 May 2021

Contributed by Lukas

My guest today is Jeremy Cai, founder, and CEO of Italic, a subscription marketplace for consumer goods that works directly with manufacturers. I was ...

Eli Dourado - Frontiers for Productivity - [Invest Like the Best, EP. 225]

11 May 2021

Contributed by Lukas

My guest today is Eli Dourado, economist and senior research fellow at the Center for Growth and Opportunity at Utah State University. In our discussi...

James Reinhart – Lessons in Process Power – [Founder’s Field Guide, EP. 32]

06 May 2021

Contributed by Lukas

My guest today is James Reinhart, founder, and CEO of thredUP, an online thrift marketplace. thredUP’s online store is distinct in the way the compa...

Andrew Sugrue - Investing in Paradigm Shifts - [Invest Like the Best, EP. 224]

04 May 2021

Contributed by Lukas

My guest today is Andrew Sugrue, co-founder, and partner at Avenir Growth Capital. Avenir is a growth equity firm focused on backing category-defining...

Alyssa Ravasio - Supply, Demand, and the Outdoors - [Founder’s Field Guide, EP. 31]

29 Apr 2021

Contributed by Lukas

My guest today is Alyssa Ravasio, co-founder and CEO of Hipcamp, a platform to discover and book your next camping trip. I was excited for this conver...

Josh Buckley - Identifying Legendary Start-ups - [Invest Like the Best, EP. 223]

27 Apr 2021

Contributed by Lukas

My guest today is Josh Buckley. Josh is the new CEO of Product Hunt and an investor in many breakout companies like Rippling, Lattice, Boom Supersonic...

Thomas Tull - New Physics of Business - [Founder’s Field Guide, EP. 30]

22 Apr 2021

Contributed by Lukas

My guest today is Thomas Tull, the founder of Tulco LLC, an investment holding company that invests in businesses with high growth potential and helps...

Paul Enright - The Buy Side Primer - [Invest Like the Best, EP. 222]

20 Apr 2021

Contributed by Lukas

My guest today is Paul Enright, managing partner at Krainos Capital, his family office. Before running his own family office, Paul worked on the buy-s...

Trevor McFedries - Building Web 3.0 - [Founder’s Field Guide, EP. 29]

15 Apr 2021

Contributed by Lukas

My guest today is Trevor McFedries, the founder of technology startup Brud and the creator of virtual pop star Miquela, a Gen Z icon with millions of ...

Chris Dixon - The Potential of Blockchain Technology - [Invest Like the Best, EP. 221]

13 Apr 2021

Contributed by Lukas

My guest today is Chris Dixon, a general partner at Andreessen Horowitz. Chris is a prolific investor and thinker, having been an entrepreneur, angel ...

Shopify: The E-commerce On-Ramp - [Business Breakdowns, EP. 01]

09 Apr 2021

Contributed by Lukas

Welcome to the first episode of our newest show, Business Breakdowns, featuring deep-dive conversations on individual businesses. In each episode, we ...

Tony Xu - A Human and Math Problem - [Founder’s Field Guide, EP. 28]

08 Apr 2021

Contributed by Lukas

My guest today is Tony Xu, co-founder, and CEO of DoorDash. Tony started DoorDash 7.5 years ago, and today it is one of the largest food delivery and ...

Mike Kerns and Jesse Jacobs - Content to Commerce - [Invest Like the Best, EP. 220]

06 Apr 2021

Contributed by Lukas

My guests this week are Jesse Jacobs and Mike Kerns, co-founders and partners at The Chernin Group, TCG, a multi-stage investment firm dedicated to bu...

Business Breakdowns - Trailer

05 Apr 2021

Contributed by Lukas

Welcome to Business Breakdowns, a new Colossus podcast featuring deep-dive conversations on individual businesses. In each episode, we will dissect a ...

Jesse Pujji - A Primer on Performance Marketing - [Founder’s Field Guide, EP. 27]

01 Apr 2021

Contributed by Lukas

My guest today is Jesse Pujji, the Founder & CEO of Gateway X, a holding company that builds, buys, and invests in companies that are driving the dire...

Kanyi Maqubela - Dawn of the 21st Century - [Invest Like the Best, EP. 219]

30 Mar 2021

Contributed by Lukas

My guest today is Kanyi Maqubela, co-founder of seed-stage VC firm Kindred Ventures, which he started with his partner Steven Jang in 2019. Before fou...

Roxanne Petraeus - Modernizing Compliance - [Founder’s Field Guide, EP.26]

25 Mar 2021

Contributed by Lukas

My guest today is Roxanne Petraeus, co-founder and CEO of Ethena, a modern compliance platform for businesses. Roxanne’s background is pretty incred...

Jesse Walden - A Primer on NFTs - [Invest Like the Best, EP. 218]

23 Mar 2021

Contributed by Lukas

My guest today is Jesse Walden, the founder of Variant, an early-stage venture firm investing in crypto networks and platforms building the ownership ...

Jonathan Goldberg - Capturing Carbon - [Founder’s Field Guide, EP. 25]

18 Mar 2021

Contributed by Lukas

My guest today is Jonathan Goldberg, the founder, and CEO of Carbon Direct, a company focused on advising and investing in carbon removal at scale. Jo...

Marissa King - The Science of Social Networks - [Invest Like the Best, EP. 217]

16 Mar 2021

Contributed by Lukas

My guest this week is Marissa King, a professor of organizational behavior at the Yale School of Management. I was fascinated by Marissa's work after ...

Jonathan Neman - Building the Modern Restaurant - [Founder’s Field Guide, EP. 24]

11 Mar 2021

Contributed by Lukas

My guest this week is Jonathan Neman, the co-founder and CEO of Sweetgreen. Sweetgreen is a fast-casual restaurant chain that Jonathan co-founded in 2...

Josh Wolfe and Tony Thomas - The Past, Present, and Future of Defense – [Invest Like the Best, EP. 216]

09 Mar 2021

Contributed by Lukas

My guests today are Josh Wolfe and Tony Thomas, better known as T2. Josh is the co-founder and General Partner at Lux Capital. T2 is now a venture par...

Matteo Franceschetti – Modernizing Sleep – [Founder’s Field Guide, EP. 23]

04 Mar 2021

Contributed by Lukas

My guest today is Matteo Franceschetti, the founder and CEO of Eight Sleep, a smart mattress company. I’m a customer of Eight Sleep and this was one...

Jack Clark - Grateful for Everything, Entitled to Nothing – [Invest Like the Best, EP. 215]

02 Mar 2021

Contributed by Lukas

My guest today is Jack Clark, head coach of the University of California Varsity Rugby team. Jack has one of the highest winning percentages not only ...

Ryan Petersen - Where There Is Mystery, There Is Margin – [Founder’s Field Guide, EP. 22]

25 Feb 2021

Contributed by Lukas

My guest today is Ryan Petersen, founder and CEO of Flexport. Flexport is a technology platform for global trade. In this conversation, Ryan takes u...

Jeremy Grantham - A Historic Market Bubble – [Invest Like the Best, EP.214]

23 Feb 2021

Contributed by Lukas

My guest today is Jeremy Grantham. Jeremy is the Long-Term Investment Strategist and Co-Founder at GMO. Jeremy has an encyclopedic knowledge of the hi...

Carlos Brito – Creating an Ownership Culture – [Founder’s Field Guide, EP. 21]

18 Feb 2021

Contributed by Lukas

My guest today is Carlos Brito, CEO of Anheuser-Busch InBev. AB InBev is the world’s largest brewer of beer and maintains a portfolio of hundreds of...

Scott Belsky - Focus on the First Mile – [Invest Like the Best, EP. 213]

16 Feb 2021

Contributed by Lukas

My guest today is Scott Belsky. Scott was the co-founder and CEO of Behance, the world's largest creative network, and a prolific angel investor, havi...

Matt Mullenweg – The Past, Present, and Future of the Internet – [Founder’s Field Guide, EP.20]

11 Feb 2021

Contributed by Lukas

My guest today is Matt Mullenweg, co-founder and CEO of Automattic, the company on top of the open-source project WordPress that Matt helped start. To...

Michael Dempsey – Investing in Bleeding Edge Technology – [Invest Like the Best, EP.212]

09 Feb 2021

Contributed by Lukas

My guest today is Michael Dempsey, General Partner at Compound. Michael invests in a broad range of areas but has a unique talent for combining brand ...

Dustin Moskovitz – Eliminating Work About Work – [Founder’s Field Guide, EP. 19]

04 Feb 2021

Contributed by Lukas

My guest today is Dustin Moskovitz, co-founder and CEO of Asana, a team-centric product management tool used by over 1.3 million users around the wor...

Chamath Palihapitiya – The Major Problems Facing the World – [Invest Like the Best, EP.211]

02 Feb 2021

Contributed by Lukas

My guest today is Chamath Palihapitiya, the founder and CEO of Social Capital, whose mission is to advance humanity by solving the world's hardest pro...

Ali Ghodsi – The Past, Present, and Future of Big Data – [Founder’s Field Guide, EP.18]

28 Jan 2021

Contributed by Lukas

My Guest today is Ali Ghodsi, founder and CEO of Databricks, a data analytics platform for data scientists and developers. He's also the founder of Ap...

Joost van Dreunen – Unlocking Value in Gaming – [Invest Like the Best, EP.210]

26 Jan 2021

Contributed by Lukas

My guest today is Joost van Dreunen, an investor in the gaming space, professor at NYU's Stern School of Business, and former CEO and co-founder of Su...

Ilkka Paananen – Superpowering Teams – [Founder’s Field Guide, EP.17]

21 Jan 2021

Contributed by Lukas

My guest today is Ilkka Paananen, Founder and CEO of Supercell, a mobile game developer based in Finland. Supercell has built hugely successful games ...

Claire Cormier Thielke – The Future of Cities and Real Estate – [Invest Like the Best, EP.209]

19 Jan 2021

Contributed by Lukas

My guest today is Claire Cormier Thielke, Managing Director of Asia Pacific for Hines, the largest private real estate investment, development and man...

Oliver Hughes – The Secret FinTech Giant – [Founder’s Field Guide, EP.16]

14 Jan 2021

Contributed by Lukas

My guest today is Oliver Hughes, the CEO of Tinkoff, the leading online commercial bank based in Russia. I found this conversation fascinating and thi...

Zack Fuss – Breaking Down the Food Ecosystem – [Invest Like the Best, EP.208]

12 Jan 2021

Contributed by Lukas

My guest today is Zach Fuss, an investor at Continental Grain, a 200-year-old family owned business that is focused on investing and operating busines...

Carlos Cashman – Lessons from the Amazon Ecosystems – [Founder’s Field Guide, EP.15]

07 Jan 2021

Contributed by Lukas

My guest today is Carlos Cashman,  co-founder and co-CEO of Thrasio an acquirer of third-party Amazon sellers. In a surprising departure for a high...

Ram Parameswaran - Internet Scale Businesses – [Invest Like the Best, EP.207]

05 Jan 2021

Contributed by Lukas

My guest today is Ram Parameswaran, founder of Octahedron Capital. Ram started Octahedron this year after more than 5 years as a partner at Altimeter ...

Dylan Field - The Growing Importance of Design – [Founder’s Field Guide, EP.14]

31 Dec 2020

Contributed by Lukas

Dylan Field is the co-founder and CEO of Figma, a collaborative, online design tool which has taken the world by storm. With a most recent valuation o...

Tracy Graham - Investing in Overlooked Businesses – [Invest Like the Best, EP.206]

29 Dec 2020

Contributed by Lukas

My guest today is Tracy Graham, founder and managing principal of Graham Allen Partners, a private equity firm that specializes in acquiring and build...

Zach Perret – The Future of Financial Services – [Founder’s Field Guide, EP.13]

24 Dec 2020

Contributed by Lukas

Zach Perret is the founder and CEO of Plaid.  Plaid helps companies build fintech solutions by creating APIs that allow people to connect their finan...

Mario Cibelli - Cornerstone Investing Insights - [Invest Like the Best, EP.205]

22 Dec 2020

Contributed by Lukas

My guest today is Mario Cibelli. Mario is the managing partner of Marathon Partners Equity Management, a long-biased, concentrated investment firm tha...

Bob Pittman - Lessons from Building Media Empires – [Founder’s Field Guide, EP.12]

17 Dec 2020

Contributed by Lukas

My guest today, Bob Pittman, has had one of the most interesting careers I’ve ever come across. Today, he’s the CEO of iHeartMedia, the country’...

Sam Hinkie – Find Your People - [Invest Like the Best, EP.204]

15 Dec 2020

Contributed by Lukas

My guest today is Sam Hinkie. Sam worked for more than a decade in the NBA with the Houston Rockets and then as the President and GM of the Philadelph...

Michelle Zatlyn – Protecting the Internet – [Founder’s Field Guide, EP.11]

10 Dec 2020

Contributed by Lukas

My guest today is Michelle Zatlyn. Michelle is the co-founder and COO of Cloudflare, a now $25 billion dollar business which she helped take public l...

Danny Meyer – The Power of Hospitality - [Invest Like the Best, EP.203]

08 Dec 2020

Contributed by Lukas

My guest today is Danny Meyer, the founder and CEO of Union Square Hospitality Group, which compromises some of the most acclaimed restaurants in New ...

Zac Bookman – How Government Works – [Founder’s Field Guide, EP.10]

03 Dec 2020

Contributed by Lukas

My guest today is Zac Bookman. Zac is the Founder and CEO of OpenGov a budgeting and financial management software for local governments. Before he f...

Daniel Gross – Finding Undiscovered Talent - [Invest Like the Best, EP.202]

01 Dec 2020

Contributed by Lukas

My guest today is Daniel Gross. Daniel is the founder of Pioneer, an extremely unique company which he describes as a “fully remote startup generato...

Emmett Shear - The New Language of the Internet – [Founder’s Field Guide, EP.9]

26 Nov 2020

Contributed by Lukas

My guest today is Emmett Shear, founder and CEO of Twitch. Twitch is the world's leading live streaming platform for gamers, which was acquired by A...

RRE Ventures - RRE Ventures - Raju Rishi, Nikita Singareddy, Jason Black - [Invest Like the Best, EP.201]

24 Nov 2020

Contributed by Lukas

My guests today are Raju Rishi, Nikita Singareddy, and Jason Black of RRE Ventures. RRE is a New York-based VC firm investing in early-stage start-ups...

Nick Kokonas - Know What You Are Selling – [Founder’s Field Guide, EP.8]

19 Nov 2020

Contributed by Lukas

My guest today is Nick Kokonas, the co-founder of the 3 of the best restaurants and bars in America - Alinea, Next, and The Aviary as well as the co-f...

Niki Scevak - Wild Hearts and Wild Ideas - [Invest Like the Best, EP.200]

17 Nov 2020

Contributed by Lukas

My guest today is Niki Scevak, co-founder and partner at Blackbird Ventures. Blackbird is a leading VC firm in Australia and New Zealand and has inves...

Todd McKinnon - Creating and Defining a New Market Category - [Founder’s Field Guide, EP.7]

12 Nov 2020

Contributed by Lukas

My guest today is Todd McKinnon, co-founder and CEO of Okta, the leading provider of identity management for enterprises. Todd started Okta in 2009 af...

Jason Karp and Rohan Oza – The Power of Brand - [Invest Like the Best, EP.199]

10 Nov 2020

Contributed by Lukas

My guests today are Jason Karp and Rohan Oza. Jason is the founder and CEO of HumanCo, a holding company focused on building businesses that help peop...

John Chambers - Pattern Matching, Playbooks, and Winning Product Categories - [Founder’s Field Guide, EP.6]

05 Nov 2020

Contributed by Lukas

My guest this week is John Chambers. John was the CEO of Cisco from 1995 to 2015 where he helped grow Cisco from $70 million to $40 billion in annual ...

Anu Hariharan – Lessons in Growth Investing - [Invest Like the Best, EP.198]

03 Nov 2020

Contributed by Lukas

My guest this week is Anu Hariharan. Anu is a partner at Y-Combinator's Continuity Fund where she focuses on growth investing. Before YC, Anu was an ...

Laura Behrens Wu - When Digital and Physical Worlds Converge - [Founder’s Field Guide, EP.5]

29 Oct 2020

Contributed by Lukas

My guest today is Laura Behrens Wu, co-founder and CEO of Shippo. Shippo started in 2014 after Laura realized with her own e-commerce start-up that sh...

Brad Gerstner and Rich Barton – Thriving in Changing Markets - [Invest Like the Best, EP.197]

27 Oct 2020

Contributed by Lukas

My guests today are Rich Barton and Brad Gerstner. Brad is the founder of Altimeter Capital and is one of my favorite active investors. Brad and Altim...

Jason Citron - Building the Third Place - [Founder’s Field Guide, EP.4]

22 Oct 2020

Contributed by Lukas

My guest today is Jason Citron, founder and CEO of Discord. Discord is one of the largest and fastest growing social networks in the world. It started...

Ben Gilbert and David Rosenthal of Acquired - Lessons on Early Stage Investing and Getting Acquired - [Invest Like the Best, EP.196]

20 Oct 2020

Contributed by Lukas

My guests today are Ben Gilbert and David Rosenthal. Ben and David are investors but also the duo behind the Acquired podcast, which is one of my favo...

Leore Avidar - Creating and Selling Superpowers - [Founder’s Field Guide, EP.3]

15 Oct 2020

Contributed by Lukas

My guest today is Leore Avidar. Leore is the co-founder and CEO of Lob, a company which makes it easy to send direct mail programmatically. He’s ...

Jacqueline Novogratz – Investing in Dignity and Character  - [Invest Like the Best, EP.195]

13 Oct 2020

Contributed by Lukas

My guest today is Jacqueline Novogratz. Jacqueline is the founder and CEO of Acumen, a non-profit global venture fund that uses entrepreneurial appro...

Justin Singer - How Regulation Unlocks Opportunity - [Founder’s Field Guide, EP.2]

08 Oct 2020

Contributed by Lukas

My guest today is Justin Singer, the founder and CEO of Caliper Foods and Stillwater Brands, two leading companies in the cannabis industry. We start ...

Jesse Livermore - Upside Down Markets - Understanding Fiscal and Monetary Policy - [Invest Like the Best, EP.194]

06 Oct 2020

Contributed by Lukas

My guest today is Jesse Livermore. I’ve worked with Jesse as part of our research partners program at O’Shaughnessy Asset Management for years now...

Rahul Vohra - Using Emotion to Design Great Products - [Founder’s Field Guide, EP.1]

01 Oct 2020

Contributed by Lukas

Today’s episode represents a new chapter for Invest Like the Best, so requires a longer introduction than normal. Starting today, I’ll be bringing...

Modest Proposal – Better, Cheaper, Faster: Why Companies that Reduce Friction Win - [Invest Like the Best, EP.193]

29 Sep 2020

Contributed by Lukas

Before getting to this week’s guest, an announcement: starting Thursday we will be introducing a new series of interviews. Be sure to check this sam...

Lauren Taylor Wolfe – The Modern Activist Toolkit - [Invest Like the Best, EP.192]

22 Sep 2020

Contributed by Lukas

My guest this week is Lauren Taylor Wolfe. Lauren is the co-founder and Managing Partner of Impactive Capital. Prior to founding Impactive she spent 1...

Rory Sutherland – Moonshots and Marketing - [Invest Like the Best, EP.191]

15 Sep 2020

Contributed by Lukas

My guest today is Rory Sutherland. Rory is the Vice Chairman of Ogilvy & Mather Group, which is one of the largest and most renowned advertising agenc...

Michael Seibel – Lessons from Thousands of Startups - [Invest Like the Best, EP.190]

08 Sep 2020

Contributed by Lukas

My guest this week is Michael Seibel. Michael is a Partner at Y Combinator, and the CEO of YC's startup accelerator. He was the cofounder and CEO Jus...

Michael Mauboussin – Great Migration Public to Private Equity - [Invest Like the Best, EP.189]

01 Sep 2020

Contributed by Lukas

My guest this week is Michael Mauboussin, the head of consilient research at Counterpoint Global. Michael is an all-time favorite guest here on the sh...

Chetan Puttagunta and Jeremiah Lowin – Open Source Crash Course - [Invest Like the Best, EP.188]

25 Aug 2020

Contributed by Lukas

My guests this week are Jeremiah Lowin and Chetan Puttagunta. Jeremiah is the founder of Prefect.io, an open-source software company where my family ...

Katrina Lake – The Next Wave of E-Commerce - [Invest Like the Best, EP.187]

18 Aug 2020

Contributed by Lukas

My guest today is Katrina Lake, the co-founder and CEO of Stitch Fix. Stitch Fix is a multi-billion-dollar public company which has brought an entirel...

Brian Armstrong – The Future of Crypto - [Invest Like the Best, EP.186]

11 Aug 2020

Contributed by Lukas

My guest this week is Brian Armstrong, the co-founder and CEO of Coinbase. The topic of our conversation is the future of cryptocurrency and decentral...

Matt Ball - The Future of Media: Movies, the Metaverse, and More - [Invest Like the Best, EP.185]

04 Aug 2020

Contributed by Lukas

My guest today, Matthew Ball, is a long time coming. He’s the former head of strategy at Amazon Studios, an investor, and probably my favorite busin...

Kat Cole – How to Operate: Lessons in Brand, Distribution, and Leadership - [Invest Like the Best, EP.184]

28 Jul 2020

Contributed by Lukas

My guest today is Kat Cole, the COO and president of North America for Focus Brands, which owns famous companies like Cinnabon, Carvel, Jamba, and mor...

Eric Vishria – The Past, Present, and Future of SaaS and Software - [Invest Like the Best, EP.183]

21 Jul 2020

Contributed by Lukas

My guest this week is Eric Vishria, a general partner at Benchmark Capital. Eric joined Benchmark after spending the first part of his career as an op...

Turner Novak – The Past, Present, and Future of Consumer Social Companies - [Invest Like the Best, EP.182]

14 Jul 2020

Contributed by Lukas

My guest this week is Turner Novak, a partner at Gelt VC. Many of the largest companies in the world today are consumer social companies, so Turner an...

Charlie Songhurst – Lessons from Investing in 483 Companies - [Invest Like the Best, EP.181]

07 Jul 2020

Contributed by Lukas

My guest this week is Charlie Songhurst, the former head of strategy at Microsoft and a prolific investor, having personally invested in nearly 500 co...

Blake Robbins – Investing in Gaming - [Invest Like the Best, EP.180]

30 Jun 2020

Contributed by Lukas

My guest today is Blake Robbins, a partner at Ludlow Ventures. We talk about all things video games, including the major companies in the industry, ho...

Brad Gerstner – Public and Private Investing - [Invest Like the Best, EP.179]

23 Jun 2020

Contributed by Lukas

My guest today is Brad Gerstner, the founder and CIO of Altimeter Capital, a multi-billion dollar technology-focused investment firm. Brad and his tea...

John Collison – Growing the Internet Economy - [Invest Like the Best, EP.178]

16 Jun 2020

Contributed by Lukas

My guest today is John Collison, the Co-Founder of the digital payments company Stripe. Stripe’s mission is to increase the GDP of the internet, a l...

Jeremy Grantham – An Uncertain Crisis - [Invest Like the Best, EP.177]

09 Jun 2020

Contributed by Lukas

My guest today is Jeremy Grantham. Jeremy is the co-founder and chief investment strategist of Grantham, Mayo, & van Otterloo (aka GMO). GMO, which ma...

Ben Thompson – Platforms, Ecosystems, and Aggregators - [Invest Like the Best, EP.176]

02 Jun 2020

Contributed by Lukas

My guest today is Ben Thompson. Ben is the author of my favorite business strategy newsletter called Stratechery. He’s also the host of the exponent...

Shishir Mehrotra – The Art and Science of the Bundle - [Invest Like the Best, EP.175]

26 May 2020

Contributed by Lukas

My guest today is Shishir Mehrotra and the topic of our conversation is the bundle: offering access to multiple products, services, or providers for a...

Hamilton Helmer – Power + Business - [Invest Like the Best, EP.174]

19 May 2020

Contributed by Lukas

My guest today is Hamilton Helmer, the Co-Founder and Chief Investment Officer of Strategy Capital and the author of one of the best business books in...

Tobi Lutke – Building a Modern Business - [Invest Like the Best, EP.173]

12 May 2020

Contributed by Lukas

My guest today is Tobi Lutke, the co-founder, and CEO of Shopify.  This is both a timely and evergreen conversation.  Timely, as the world as moved ...