Invest Like the Best with Patrick O'Shaughnessy
Episodes
Ali Hamed – An Update on Private Credit - [Invest Like the Best, EP.172]
05 May 2020
Contributed by Lukas
My guest today is popular past guest Ali Hamed, who joins us for an update on private credit. We discuss what has happened so far, what parts of the m...
Chris Bloomstran - An Update on Public Markets - [Invest Like the Best, EP.171]
30 Apr 2020
Contributed by Lukas
My guest today for a flash update is Chris Bloomstran, the founder and CIO of Semper Augustus and a popular past guest on the show. We talk about his ...
Josh Kopelman - The Past, Present, And Future Of Seed Investing - [Invest Like the Best, EP.170]
28 Apr 2020
Contributed by Lukas
My guest today is Josh Kopelman, the founder of famed venture capital firm First Round Capital. Prior to starting First Round, which has invested at t...
Manny Stotz - Frontier Markets Investing - [Invest Like the Best, EP.169]
21 Apr 2020
Contributed by Lukas
My guest today is Manny Stotz, the founder of Kingsway Capital. Manny is one of the leading investors in Frontier Markets, investing in equities in co...
Sarah Tavel - Consumer & Marketplace Investing - [Invest Like the Best, EP.168]
07 Apr 2020
Contributed by Lukas
My guest this week is Sarah Tavel, a general partner at Benchmark, working alongside past guests Bill Gurley and Chetan Puttagunta. Sarah has a long h...
[BONUS] Boyd Varty - 40 Days and 40 Nights
05 Apr 2020
Contributed by Lukas
In the midst of the worldwide quarantine, my friend Boyd Varty decided to begin an adventure he has been considering for a long time: a 40 day and 40 ...
Gavin Baker – Investing Through a Bear Market - [Invest Like the Best, EP.167]
02 Apr 2020
Contributed by Lukas
My guest today is with past guest Gavin Baker, the founder and CIO of Atreides Management, LP. We discuss investing during a bear market and the major...
D.A. Wallach – Investing in Healthcare - [Invest Like the Best, EP.166]
31 Mar 2020
Contributed by Lukas
My guest today is D.A. Wallach, one of the more interesting investors I’ve come across. He is the former lead singer of the group Chester French and...
Chad Cascarilla – Update on Tail Risk - [Invest Like the Best, EP.165]
25 Mar 2020
Contributed by Lukas
My guest today is Chad Cascarilla, here to discuss some of the tail risks in the economy and markets as of March 24th in the midst of the Coronavirus ...
Brent Beshore – Update on Small Business and Private Equity - [Invest Like the Best, EP.164]
20 Mar 2020
Contributed by Lukas
My conversation today is with my close friend Brent Beshore. Brent is a private equity investor who owns and interacts with many small businesses, whi...
Dan Rasmussen – Investing Through a Crisis - [Invest Like the Best, EP.163]
16 Mar 2020
Contributed by Lukas
My guest this morning is Dan Rasmussen of Verdad Capital. Like me, Dan and his firm focus on quantitative research. Just a month before the COVID cris...
Bill Gurley and Chetan Puttagunta – An Update on Consumer & Enterprise Venture Capital - [Invest Like the Best, EP.162]
13 Mar 2020
Contributed by Lukas
My guests today are Bill Gurley and Chetan Puttagunta, both partners at benchmark capital. We review the early stage investing world in the face of co...
Bryan Krug – An Update on Corporate Credit - [Invest Like the Best, EP.161]
13 Mar 2020
Contributed by Lukas
My guest in this flash podcast is Bryan Krug of Artisan partners. We discuss what has happened so far in the corporate high yield and investment-grade...
Deep Basin – Oil Price War and Its Implications - [Invest Like the Best, EP.160]
11 Mar 2020
Contributed by Lukas
This week, I’ll be recording and immediately releasing a series of conversations on business and market reactions to the spread of coronavirus. The ...
Peter Zeihan - Dis-United Nations - [Invest Like the Best, EP.159]
10 Mar 2020
Contributed by Lukas
My guest this week is Peter Zeihan, the author of a new book, the Disunited Nations. Peter was an extremely popular guest on the show last year and...
Jeff Lawson – How to Build a Platform - [Invest Like the Best, EP.158]
03 Mar 2020
Contributed by Lukas
My guest this week is Jeff Lawson, the Founder, and CEO of Twilio. Twilio is a 15-billion-dollar company offering a cloud communications platform to i...
Niko Canner – Become a Perfect Instrument - [Invest Like the Best, EP.157]
25 Feb 2020
Contributed by Lukas
Niko Canner is the founder of Incandescent where he and his team help the leaders of large companies in the areas of strategy and innovation. He was a...
[REPLAY] What You Learn About Business Deals After: 12,000 Deals Reviewed, 1,500 Deep Dives, 125 Site Visits, and 7 Portfolio Companies with Brent Beshore - [Invest Like the Best, EP.100]
04 Feb 2020
Contributed by Lukas
For the 100th episode, I’ve brought back my good friend Brent Beshore. Brent was the 10th guest on the podcast, after we met because of a mutual int...
Chetan Puttagunta – Go Slow to Go Fast: Software Building and Investing - [Invest Like the Best, EP.156]
28 Jan 2020
Contributed by Lukas
My guest this week is a good friend and a business mentor of mine. Chetan Puttagunta is a general partner at Benchmark Capital and has a remarkable tr...
Rebecca Kaden – Thesis Driven Investing - [Invest Like the Best, EP.155]
21 Jan 2020
Contributed by Lukas
My guest today is Rebecca Kaden, a partner at famed venture firm union square ventures. USV is known for thesis-driven investing, which is the topic o...
Matt Clifford – Investing Pre-Company - [Invest Like the Best, EP.154]
14 Jan 2020
Contributed by Lukas
My guest today is Matt Clifford. He’s the co-founder of Entrepreneur First, the world’s leading talent investor. They invest “pre-company” by ...
Peter Buffett – Finding Your Note - [Invest Like the Best, EP.153]
07 Jan 2020
Contributed by Lukas
My guest today is Peter Buffett. Peter is a musician, composer, author, and philanthropist. Peter is an Emmy Award winner, New York Times best-selling...
Ben Savage – All Things Fintech Investing - [Invest Like the Best, EP.152]
17 Dec 2019
Contributed by Lukas
My guest today is Ben Savage, a partner at Clocktower ventures. Ben is focused on financial technology, fintech, investing which is the topic of our c...
Jeff Ma – Making Decisions with Data - [Invest Like the Best, EP.151]
10 Dec 2019
Contributed by Lukas
My guest this week is Jeff Ma. Jeff was on the famous MIT Blackjack team from the book Bringing Down the House but has spent his career in an around f...
Vaughn Tan – Quality and Innovation - [Invest Like the Best, EP.150]
03 Dec 2019
Contributed by Lukas
My guest today is Vaughn Tan, who studies quality, innovation, and organizational behavior. His resume is bonkers. He’s a PhD from Harvard, Was an i...
Gavin Baker – Tech and Consumer Growth Investing - [Invest Like the Best, EP.149]
26 Nov 2019
Contributed by Lukas
My guest this week is Gavin Baker, the founder, and manager of Atreides Management. I met Gavin in the same way I meet many of the most interesting pe...
Kevin Systrom and Mike Krieger – How to Build a Great Product
19 Nov 2019
Contributed by Lukas
My guests this week are Kevin Systrom and Mike Krieger, the co-founders of Instagram. I met Kevin and Mike a few months ago over a shared interest in...
Daniel Ek – The Future of Audio - [Invest Like the Best, EP.147]
12 Nov 2019
Contributed by Lukas
My guest this week is Daniel Ek, the founder and CEO of Spotify. In my conversations with Daniel, I’ve found him to be one of the most interesting ...
George Rzepecki – Investing in Africa - [Invest Like the Best, EP.146
05 Nov 2019
Contributed by Lukas
My guest this week is George Rzepecki, the found and managing partner Raba, an Africa focused investment firm. George is making investments across Afr...
Chad Cascarilla – The Future of Blockchain and Financial Services - [Invest Like the Best, EP.145]
29 Oct 2019
Contributed by Lukas
My guest today is Chad Cascarilla, the CEO and co-founder of Paxos, which describes itself as a financial technology company “mobilizing assets at t...
Bill Gurley – Direct Listing vs. IPO - [Invest Like the Best, EP.144]
24 Sep 2019
Contributed by Lukas
My guest this week is Bill Gurley, general partner at Benchmark Capital. Our conversation is about one specific issue that has popped up as a topic of...
[REPLAY] Albert Wenger - World After Capital - [Invest Like the Best, EP.80]
17 Sep 2019
Contributed by Lukas
My guest this week is Albert Wenger, a managing partner at Union Square Ventures and the author of the book World After Capital. Albert studied econo...
[REPLAY] Deep Basin – Earning Alpha in Energy - [Invest Like the Best, EP.81]
11 Sep 2019
Contributed by Lukas
My guest this week are Matt Smith and Ian singer of Deep Basin Capital, a hedge fund specializing in the energy sector. I first met Matt almost 10 ye...
[REPLAY] Pat Dorsey - Buying Companies With Economic Moats - [Invest Like the Best, EP.51]
27 Aug 2019
Contributed by Lukas
My guest this week is Pat Dorsey, who was the longtime director of equity research at Morningstar, where he specialized in economic moats: sources of ...
Joe McLean – How to be a Pro’s Pro - [Invest Like the Best, EP.143]
20 Aug 2019
Contributed by Lukas
My guest this week is Joe McLean, the founder of Intersect Capital, which provides financial advisory services to a variety of clients, including a nu...
Zack Kanter – All Things Business - [Invest Like the Best, EP.142]
13 Aug 2019
Contributed by Lukas
This week’s guest is, Zack Kanter, the founder and CEO of the Stedi. Zack and I decided not to talk much about his business on this podcast and op...
Chris Bloomstran – What Makes a Quality Company - [Invest Like the Best, EP.141]
06 Aug 2019
Contributed by Lukas
My guest this week is Chris Bloomstran, the president and chief investment officer of Semper Augustus Investments Group. He became famous in investing...
Brian Christian – How to Live with Computers - [Invest Like the Best, EP.140]
30 Jul 2019
Contributed by Lukas
My guest this week is Brian Christian, the author of two of my favorite recent books: Algorithms to Live By and The Most Human Human. Our conversati...
Eric Sorensen - How Quant Evolves - [Invest Like the Best, EP.139]
23 Jul 2019
Contributed by Lukas
My guest this week is Eric Sorensen, the CEO of Panagora asset management, which manages more than $46B for clients across a variety of strategies. E...
Jane McGonigal – How Games Make Life Better - [Invest Like the Best, EP.138]
16 Jul 2019
Contributed by Lukas
Jane McGonigal, PhD is a world-renowned designer of alternate reality games — or, games that are designed to improve real lives and solve real probl...
Bill Gurley – All Things Business and Investing - [Invest Like the Best, EP.137]
02 Jul 2019
Contributed by Lukas
My guest this week is Bill Gurley, a general partner at Benchmark Capital and one my favorite investment thinkers. As you’ll hear, despite enormous ...
Jesse Livermore – The Search for the Truth with the Anonymous Master - [Invest Like the Best, EP.136]
25 Jun 2019
Contributed by Lukas
This week I have a very special guest years in the making. Like another favorite episode, with anonymous guest Modest Proposal, this conversation is w...
Chuck Akre – The Three-Legged Stool - [Invest Like the Best, EP.135]
18 Jun 2019
Contributed by Lukas
My guest today is Chuck Akre, a now widely famous investor who founded Akre Capital Management in 1989, which now manages approximately $10B dollars. ...
Jerry Neumann – Why Venture is Hard - [Invest Like the Best, EP.134]
11 Jun 2019
Contributed by Lukas
My guest this week is Jerry Neumann. Jerry is one of the most thoughtful early stage investors that I’ve encountered, and his writings at reactionwh...
[REPLAY] Sam Hinkie – Data, Decisions, and Basketball - [Invest Like the Best, EP.88]
04 Jun 2019
Contributed by Lukas
I came across this week’s guest thanks to the overlap of three passions of mine: data informed investing, value creation, and basketball. Sam Hinki...
David Epstein – Wide or Deep? - [Invest Like the Best, EP.133]
28 May 2019
Contributed by Lukas
My guest this week is David Epstein. David is a writer and researcher extraordinaire and the author of two great books. His second, Range, is out toda...
Priya Parker – The Art of Gathering - [Invest Like the Best, EP.132]
21 May 2019
Contributed by Lukas
This week I’m hosting an investor retreat and so thought it fitting to release this conversation with Priya Parker on the art of gathering. I’ve ...
[REPLAY] Tim Urban - Grand Theft Life - [Invest Like the Best, EP.59]
14 May 2019
Contributed by Lukas
This week’s conversation is about artificial intelligence and interplanetary travel. Its about content creation, thinking from first principles, and...
Stephanie Cohen – The Evolution of M&A and Corporate Strategy - [Invest Like the Best, EP.131]
07 May 2019
Contributed by Lukas
My guest this week is Stephanie Cohen, who is the chief strategy officer for Goldman Sachs and a member of their management committee. Prior to her cu...
[REPLAY] Will Thorndike - How Skilled Capital Allocators Compound Capital - [Invest Like the Best, EP.36]
30 Apr 2019
Contributed by Lukas
This week’s guest is Will Thorndike, an author and investor whose book The Outsiders is an all-time favorite of mine. Our conversation is in two p...
Josh Wolfe – The Tech Imperative - [Invest Like the Best, EP.130]
23 Apr 2019
Contributed by Lukas
My guest this week is Josh Wolfe, co-founder and managing partner at Lux Capital. I had Josh on the podcast last year which was one of the most popula...
Katherine Collins – Impact and ESG Investing - [Invest Like the Best, EP.129]
16 Apr 2019
Contributed by Lukas
My guest this week is Katherine Collins, who is the head of sustainable investing at Putnam Investments, a portfolio manager on two of Putnam’s sust...
Geoffrey Batt – The Nature of Transformational Returns - [Invest Like the Best, EP.128]
09 Apr 2019
Contributed by Lukas
My guest this week Geoffrey Batt and the topic of our conversation is how to earn transformational returns in very hard markets. In his case, that mea...
Brian Singerman – Investing in the Best Founders - [Invest Like the Best, EP.127]
02 Apr 2019
Contributed by Lukas
My guest this week is Brian Singerman, a partner at the venture capital firm Founders Fund. Founder’s Fund is widely considered one of the top VC fi...
Michael Mauboussin – The Four Sources of Alpha - [Invest Like the Best, EP.126]
26 Mar 2019
Contributed by Lukas
My guest this week for the third time is Michael Mauboussin. If there is a major question about markets and investing, Michael has usually written one...
Annie Duke – Wanna Bet? - [Invest Like the Best, EP.125]
19 Mar 2019
Contributed by Lukas
My guest this week is with Annie Duke, and the topic of our discussion is how to improve decision making. We break decisions down into their componen...
Michael Mayer – Pseudonymous Social Capital and Bottomless Coffee - [Invest Like the Best, EP.124]
12 Mar 2019
Contributed by Lukas
My guest this week is unique and so requires a short story. I met our guest Michael Mayer because of twitter. I followed and enjoyed one of several p...
Peter Zeihan – The Future of Geopolitics - [Invest Like the Best, EP.123]
05 Mar 2019
Contributed by Lukas
Peter is a geopolitical strategist who combines expertise in demography, economics, energy, politics, technology, and security to assess an uncertain...
Michael Kitces – The Past, Present & Future of Financial Advice - [Invest Like the Best, EP.122]
26 Feb 2019
Contributed by Lukas
My guest this week is Michael Kitces, who is one of our industries go-to experts on all things financial advise and financial planning. We discuss th...
Alex Danco – Scarcity, Abundance and Bubbles - [Invest Like the Best, EP.121]
12 Feb 2019
Contributed by Lukas
My guest this week is Alex Danco. Alex is a member of the Discover Team at Social Capital, has a background in biology, and has written about all thin...
Keith Wasserman – Real Estate Investing - [Invest Like the Best, EP.120]
05 Feb 2019
Contributed by Lukas
My guest this week is Keith Wasserman, co-founder of the real estate investment firm Gelt. This was my first fully dedicated conversation on direct r...
Alex Mittal – Early Stage Investing - [Invest Like the Best, EP.119]
29 Jan 2019
Contributed by Lukas
My guest this week is Alex Mittal, co-founder of Funders Club. Following past guest Jeremiah Lowin, Alex is my second elementary school friend to appe...
Eugene Wei – Tech, Media, and Culture - [Invest Like the Best, EP.118]
22 Jan 2019
Contributed by Lukas
My guest this week, Eugene Wei, has one of the most interesting backgrounds of anyone I’ve had on the podcast. He worked at Amazon early in its life...
Michael Duda – Investing In Brands - [Invest Like the Best, EP.117]
15 Jan 2019
Contributed by Lukas
My guest this week is Michael Duda, and the topic of our conversation is the role that brand plays in business and investing. Michael has worked on ...
Abby Johnson – Future of Finance - [Invest Like the Best, EP.116]
08 Jan 2019
Contributed by Lukas
Over the summer. I spent time with Abby Johnson, who is the chairman and CEO of Fidelity Investments and several other business leads at Fidelity to u...
Keith Rabois - If You Can’t Sell Them, Compete with Them - [Invest Like the Best, EP.115]
18 Dec 2018
Contributed by Lukas
My guest this week is Keith Rabois. Keith is currently an investment partner at Khosla Ventures, but has a storied and diverse background as an invest...
Bryan Krug – High Yield Credit Investing - [Invest Like the Best, EP.114]
11 Dec 2018
Contributed by Lukas
My guest today is Bryan Krug, who manages the Artisan Partners Credit Team and overseas more than $3B in high yield credit investments for the firm. T...
Maureen Chiquet – Leadership Through Hard Conversations - [Invest Like the Best, EP.113]
04 Dec 2018
Contributed by Lukas
My guest this week is Maureen Chiquet, the former longtime CEO of Chanel. Maureen also spent much of her career at the Gap, growing Old Navy from scra...
Hunter Walk – Building Picks and Shovels - [Invest Like the Best, EP.112]
27 Nov 2018
Contributed by Lukas
My guest this week is Hunter Walk, the co-founder of Homebrew, a unique venture capital firm. Hunter is a tool builder, having spent his career before...
[REPLAY] Alex Moazed – Building Modern Monopolies - [Invest Like the Best, EP.25]
20 Nov 2018
Contributed by Lukas
[REPLAY] Modern Monopolies: What It Takes to Dominate the 21st Century Economy, which explores the platform business model (Uber, Airbnb, Github). ...
Cliff Asness – The Past, The Present & Future of Quant [Invest Like the Best, EP.111]
13 Nov 2018
Contributed by Lukas
My guest this week is Cliff Asness, the managing and founding principal at AQR Capital Management. 20 years after its founding in 1998, AQR manages $2...
[REPLAY] Peter Attia, M.D. - How to Live a Longer, Higher Quality Life - [Invest Like the Best, EP.27]
06 Nov 2018
Contributed by Lukas
[REPLAY] My guest this week is Peter Attia, M.D., whose mission is to understand and improve human lifespan and healthspan (or quality of life). Re...
Ryan Caldbeck – Quant in Private Markets - [Invest Like the Best, EP.110]
30 Oct 2018
Contributed by Lukas
My guest this week is Ryan Caldbeck, a private equity investor who wants to bring quantitative rigor to the private markets. Ryan is the CEO of Circle...
Howard Lindzon – Fintech and Trend Following - [Invest Like the Best, EP.109]
23 Oct 2018
Contributed by Lukas
My guest this week aspires to be the Larry David of investing, and we discuss why. Howard Lindzon is hard to categorize. He’s primarily an early sta...
CoVenture Credit - Esoteric Credit with Ail Hamed, Brian Harwitt, and Marc Porzecanski - [Invest Like the Best, EP.108]
16 Oct 2018
Contributed by Lukas
My guests this week are Ali Hamed, Brian Harwitt and Marc Porzecanski who work together at CoVenture Credit. When I first had Ali on as a podcast gues...
Saifedean Ammous – The Bitcoin Standard - [Invest Like the Best, EP.107]
09 Oct 2018
Contributed by Lukas
My guest this week is Saifedean Ammous, author of the book the Bitcoin Standard. This was one of the more interesting conversations I’ve had in the ...
Jeremiah Lowin – Machine Learning in Investing – [Invest Like the Best, EP.105]
25 Sep 2018
Contributed by Lukas
My guest this week is one of my best and oldest friends, Jeremiah Lowin. Jeremiah has had a fascinating career, starting with advanced work in statist...
Trail Magic - Lessons from Two Years of the Podcast [Invest Like the Best, EP.104]
18 Sep 2018
Contributed by Lukas
This week, to mark the two-year anniversary of the podcast, I offer a quick summary looking back and forward.
Kathryn Minshew - How Employers and Employees Should Build Careers - [Invest Like the Best, EP.103]
11 Sep 2018
Contributed by Lukas
My guest this week is Kathryn Minshew, the co-founder and CEO of the Muse, and the co-author of The New Rules for Work: the Modern Playbook for Naviga...
Richard Craib - Crowdsourcing Predictive Algorithms - [Invest Like the Best, EP.102]
04 Sep 2018
Contributed by Lukas
I intentionally avoid the world of quantitative investing on this podcast. The whole point of this format is to learn about many different fields, and...
Elad Gil – How to Identify Interesting Markets - [Invest Like the Best, EP.101]
28 Aug 2018
Contributed by Lukas
My guest this week has a fascinating background. He has a PhD in biology but has split his time as both an investor and an operator. As an investor, h...
What You Learn About Business Deals After: 12,000 Deals Reviewed, 1,500 Deep Dives, 125 Site Visits, and 7 Portfolio Companies with Brent Beshore - [Invest Like the Best, EP.100]
21 Aug 2018
Contributed by Lukas
For the 100th episode, I’ve brought back my good friend Brent Beshore. Brent was the 10th guest on the podcast, after we met because of a mutual int...
Boyd and Bronwyn Varty – Track Your Life - [Invest Like the Best, EP.99b]
15 Aug 2018
Contributed by Lukas
Today’s conversation is a continuation of my discussion on applying the lessons of tracking animals in the wild to tracking in your own life. I enco...
Boyd Varty – Live Like a Tracker - [Invest Like the Best, EP.99a]
14 Aug 2018
Contributed by Lukas
An interesting question that I think about a lot: how do you balance exploring the new with savoring what you already know and love? Most of the time ...
Ryan Selkis - The Crypto Barbell and Token Curated Registries - [Invest Like the Best, EP.98]
07 Aug 2018
Contributed by Lukas
Ryan Selkis - The Crypto Barbell and Token Curated Registries - [Invest Like the Best, EP.98] This week’s conversation is for those interested in t...
Cathie Wood – Investing in Innovation - [Invest Like the Best, EP.97]
31 Jul 2018
Contributed by Lukas
My guest this week is Cathie Wood, the founder of ARK invest. Cathie and her team believe that disruptive innovation is the key to long-term growth an...
Bethany McLean - Business Gone Bad and the Art of Persistence - [Invest Like the Best, EP.96]
24 Jul 2018
Contributed by Lukas
I’ve often heard that good investors are a bit like journalists: doggedly collecting evidence and building an understanding of how all the pieces of...
Modest Proposal – Value is Dead, Long Live Value - [Invest Like the Best, EP.95]
17 Jul 2018
Contributed by Lukas
A very short introduction today because my guest is anonymous. Suffice it to say he manages a large pool of private capital. He goes by the pseudonym...
[REPLAY] Eric Maddox – The Ace of Spades - [Invest Like the Best, EP.15]
10 Jul 2018
Contributed by Lukas
With Patrick out of the country this week, we thought we'd play an old favorite that many of you have not heard. Please Enjoy! This week we ...
Niel Robertson – The Future of Media - [Invest Like the Best, EP.94]
03 Jul 2018
Contributed by Lukas
This week’s episode covers a new set of topics. The conversation, with Niel Robertson, covers media, e-sports, content distribution, marketing, and ...
Eric Balchunas – The Past, Present & Future of ETFs - [Invest Like the Best, EP.93]
26 Jun 2018
Contributed by Lukas
My guest this week is Eric Balchunas, the senior ETF analyst for Bloomberg and the author of the Institutional ETF toolbox. This episode is intended f...
New Angles on Crypto - Kyle Samani and Tushar Jain - [Invest Like the Best, EP.92]
19 Jun 2018
Contributed by Lukas
My guests this week are Kyle Samani and Tushar Jain, both managing partners at Multicoin Capital. I’ve taken a bit of a break from crypto because I...
Michael Recce – Tim Cook’s Dashboard - [Invest Like the Best, EP.91]
12 Jun 2018
Contributed by Lukas
My guest this week is Michael Recce, the chief data scientist for Neuberger Berman. The topic of our conversation is the use of data in the investment...
Ash Fontana – Investing in Artificial Intelligence - [Invest Like the Best, EP.90]
05 Jun 2018
Contributed by Lukas
My guest this week is Ash Fontana, a managing partner at venture capital firm Zetta, who invests in companies which build software that uses artificia...
Mike Zapata – The Darkest Night: Lessons from Battle and Value Investing - [Invest Like the Best, EP.89]
29 May 2018
Contributed by Lukas
My guest this week is remarkable. He now applies his talents on Wall Street, searching for smaller cap companies trading at huge discounts in an effor...
Sam Hinkie – Data, Decisions, and Basketball - [Invest Like the Best, EP.88]
22 May 2018
Contributed by Lukas
I came across this week’s guest thanks to the overlap of three passions of mine: data informed investing, value creation, and basketball. Sam Hinki...
Tren Griffin – Pulling the Thread - [Invest Like the Best, EP.87]
15 May 2018
Contributed by Lukas
My guest this week is a bundle of curiosity, and that is one of the nicest things I could say about someone. For several years, Tren Griffin has been ...
Jason Karp – Opportunities in Public and Private Markets - [Invest Like the Best, EP.86]
08 May 2018
Contributed by Lukas
I believe that any investment strategy that will deliver strong returns in the future must evolve. Any strategy should rest on rock solid foundational...
Chris Douvos – A Value Investor Lost in the Valley - [Invest Like the Best, EP.85]
01 May 2018
Contributed by Lukas
My guest this week is Chris Douvos, a managing partner at Venture Investment Associates, which allocates 1.6B in behalf of investors. Chris is the ...
Arianna Simpson – The Crypto Landscape - [Invest Like the Best, EP.84]
24 Apr 2018
Contributed by Lukas
My guest today is Arianna Simpson, who has spent her career in an around the world of technology working at startups, Facebook, and now in venture cap...