Invest Like the Best with Patrick O'Shaughnessy
Episodes
David Gardner - Finding Companies That Break the Rules - [Invest Like the Best, EP.54]
12 Sep 2017
Contributed by Lukas
The investment strategy discussed in this week's episode is diametrically opposed to my own value tendencies, but it still one that has done exception...
Meb Faber - Factors, Dividends, and Angel Investing - [Invest Like the Best, EP.53]
07 Sep 2017
Contributed by Lukas
My guest this week is Meb Faber, who started a podcast similar to this one right before mine and was a big reason I was open to the idea in the first ...
Team Ritholtz - The Wu Tang Clan of Finance - [Invest Like the Best, EP.52]
29 Aug 2017
Contributed by Lukas
My guests this week don't need to be introduced. In celebration of the one year anniversary of invest like the best, I asked Josh Brown, Mike Batnick,...
Pat Dorsey - Buying Companies With Economic Moats - [Invest Like the Best, EP.51]
22 Aug 2017
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 ...
Jason Zweig and Morgan Housel - Business vs. Investing - [Invest Like the Best, EP.50]
15 Aug 2017
Contributed by Lukas
My guests this week are both veterans of the podcast, Jason Zweig and Morgan Housel. They are two of the best in the world at making the complicated s...
Brad Stulberg - Just Manageable Challenges - [Invest Like the Best, EP.49]
08 Aug 2017
Contributed by Lukas
This week's conversation is about performance. More specifically, it is about the ins and outs of steady progress and growth. My guest is Brad Stulber...
Leigh Drogen - Sink or Swim--How to Combine Quant and Traditional Asset Management Techniques - Invest Like the Best, EP.48]
01 Aug 2017
Contributed by Lukas
Several weeks ago my conversation with Leigh Drogen on quant investing proved timely and popular--because everyone in asset management is facing the r...
Wes Gray - Compound Your Face Off - [Invest Like the Best, EP.47]
25 Jul 2017
Contributed by Lukas
My guest this week is a version of me—a funnier, cooler version who has a PhD and served as an active duty marine. Lots of you will already be famil...
Rishi Ganti - Esoteric Assets - [Invest Like the Best, EP.46]
18 Jul 2017
Contributed by Lukas
My guest this week is Rishi Ganti, who invests in what he calls esoteric assets. I'm not sure what to do other than laugh in amazement at his professi...
Jerry Neumann - The Deployment Age, Power Laws, and Venture Capital - [Invest Like the Best, EP.45]
11 Jul 2017
Contributed by Lukas
I am drawn to a group of investors that I call practitioner philosophers. These are people who have gotten their hands dirty in their respective field...
Top Ten Lessons After Almost a Year - [Invest Like the Best, EP.44]
05 Jul 2017
Contributed by Lukas
A future guest just told me, every band has a song about being in a band, so today I give you my version. I won’t do this often, and only do it this...
Scott Norton - Seek to Learn That Which Cannot be Taught - [Invest Like the Best, EP.43]
27 Jun 2017
Contributed by Lukas
If you told me a year ago that I’d be learning critical life and business lessons from the founder of a ketchup company, and that thirty to fifty th...
Andy Rachleff - Building Something People Want to Buy - [Invest Like the Best, EP.42]
20 Jun 2017
Contributed by Lukas
My guest this week is Andy Rachleff, who is the CEO of the automated investing platform Wealthfront. Andy was also a co-founder and long-time partner ...
Leigh Drogen - Quant vs Traditional Investors and How Alphas Become Betas - [Invest Like the Best, EP.41]
13 Jun 2017
Contributed by Lukas
I’ve often joked that this show should be called “this is who you are up against,” because I am so often having conversations with brilliant peo...
Ira Judelson - Bail Street, with NYC's Leading Bail Bondsman - [Invest Like the Best, EP.40]
06 Jun 2017
Contributed by Lukas
This week’s episode is very unique. It is the first episode devoted to bonds, just not the kind of bonds you are used to. My guest is Ira Judelson, ...
David Chilton - The Human Blitzkrieg - [Invest Like the Best, EP.39]
30 May 2017
Contributed by Lukas
This week's conversation was especially fun. I have a long history with my guest, Dave Chilton, but this was the first time we'd met in person. I'd he...
David Salem - The Art of Asset Allocation - [Invest Like the Best, EP.38]
23 May 2017
Contributed by Lukas
My guest this week is David Salem. David was the founding president and CIO for The Investment Fund for Foundations, which served 800 endowed charitie...
Michael Mauboussin - Man + Machine, Moats, and Power of the Outside View - [Invest Like the Best, EP.37]
16 May 2017
Contributed by Lukas
My guest today is Michael Mauboussin, who is the head of global financial strategies at Credit Suisse and is on my short list of must read writers on ...
Will Thorndike - How Skilled Capital Allocators Compound Capital - [Invest Like the Best, EP.36]
09 May 2017
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...
Ted Seides - The Bet with Buffett – Hedge Funds vs. The S&P 500 - [Invest Like the Best, EP.35]
02 May 2017
Contributed by Lukas
This coming weekend is the annual Berkshire Hathaway shareholder meeting in Omaha. That means this week is the perfect opportunity to discuss a topic ...
Danny Moses - The Big Short and Beyond - [Invest Like the Best, EP.34]
25 Apr 2017
Contributed by Lukas
My guest this week is Danny Moses, who was directly in the middle of the biggest trades in market history, chronicled by Michael Lewis in his book the...
Royce Yudkoff and Rick Ruback – REALLY Private Equity - [Invest Like the Best, EP.33]
18 Apr 2017
Contributed by Lukas
In this episode, I continue to pull on one of the most interesting threads that I have uncovered while producing this podcast: the world of permanent ...
SPECIAL EPISODE: Introducing Capital Allocators Podcast with Host Ted Seides
13 Apr 2017
Contributed by Lukas
SPECIAL EPISODE: Introducing Capital Allocators Podcast with Host Ted Seides This is a special episode to premiere a new podcast from my friend, Ted ...
Boyd Varty – The Art of Tracking - [Invest Like the Best, EP.32]
11 Apr 2017
Contributed by Lukas
This week’s episode is the most unique to date. My guest is Boyd Varty, who grew up in the South African Bush, living among and tracking wild leopar...
Khe Hy – Quant Hedge Funds and the Fear of Death - [Invest Like the Best, EP.31]
04 Apr 2017
Contributed by Lukas
My guest this week is Khe Hy. Khe has a very interesting, two-part story. We start with Khe's career at Blackrock, where he rose to be one of the youn...
Ted Seides and Brent Beshore – The Future of Asset Management - [Invest Like the Best, EP.30]
28 Mar 2017
Contributed by Lukas
This week, my good friends Ted Seides and Brent Beshore join me to discuss the future of asset management and a ton of fun side topics. While we are a...
Jim O’Shaughnessy - Premeditated Success - [Invest Like the Best, EP.29]
21 Mar 2017
Contributed by Lukas
My guest this week is my father, Jim O’Shaughnessy. He was a pioneer in quantitative equity research, part of an early group of explorers who combed...
Trish and James Higgins of Chenmark Capital - Permanent Equity - [Invest Like the Best, EP.28]
14 Mar 2017
Contributed by Lukas
My guests this week are Trish and James Higgins, who run Chenmark Capital Management. In this episode we continue to explore a style of investing I ...
Peter Attia, M.D. - How to Live a Longer, Higher Quality Life - [Invest Like the Best, EP.27]
07 Mar 2017
Contributed by Lukas
My guest this week is Peter Attia, M.D., whose mission is to understand and improve human lifespan and healthspan (or quality of life). Reading Pete...
John Rogers – Slow and Steady Wins the Race - [Invest Like the Best, EP.26]
28 Feb 2017
Contributed by Lukas
My guest this week is John Rogers, founder, CEO and CIO of Ariel investments, one of the longest standing asset management businesses still in existen...
Alex Moazed – Building Modern Monopolies - [Invest Like the Best, EP.25]
21 Feb 2017
Contributed by Lukas
My guest this week is Alex Moazed, the co-author of Modern Monopolies: What It Takes to Dominate the 21st Century Economy, which explores the platfor...
Ian Cassel – Investing In Tiny Stocks - [Invest Like the Best, EP.24]
14 Feb 2017
Contributed by Lukas
My guest this week is Ian Cassel, a microcap investor who is always on the lookout for small companies which are run by men and women who are what he ...
Joe Mansueto – Lessons From the Founder of Morningstar - [Invest Like the Best, EP.23]
07 Feb 2017
Contributed by Lukas
My guest this week is Joe Mansueto, the founder, longtime CEO and current executive chairman of Morningstar, Inc. Joe is an entrepreneur at heart. H...
Brent Beshore Returns – Private Equity, Venture Capital, and the Future of Money Management - [Invest Like the Best, EP.22]
31 Jan 2017
Contributed by Lukas
Brent Beshore and I spoke for 10 hours about all things investing and business, and decided to record a 2-hour chunk of our conversation. We start by ...
Brian Koppelman – Chasing Curiosity - [Invest Like the Best, EP.21]
24 Jan 2017
Contributed by Lukas
My guest this week is writer, director, producer, and podcast host Brian Koppelman, who’s film credits include ‘Rounders’, ‘Oceans 13’, and...
Jeremiah Lowin – Machine Intelligence and Risk Management - [Invest Like the Best, EP.20]
17 Jan 2017
Contributed by Lukas
Jeremiah Lowin is probably the smartest guy I know, and that is saying something. He is an expert in the fields of statistics, artificial intelligence...
Lauren Loktev, Kanyi Maqubela, & Craig Shapiro - Watching a Venture Fund at Work - [Invest Like the Best, EP.19]
10 Jan 2017
Contributed by Lukas
This week’s episode features the partners of the Collaborative Fund, a venture-capital firm based in New York City. This is a unique, group interv...
Dan Egan – Designing Better Decisions - [Invest Like the Best, EP.18]
03 Jan 2017
Contributed by Lukas
My guest today is Dan Egan, who is the managing director of Behavioral Finance and Investing at Betterment. In this wide-ranging role, Dan has his h...
Shane Parrish – Mastering Mental Models - [Invest Like the Best, EP.17]
27 Dec 2016
Contributed by Lukas
My guest this week is Shane Parrish, who created the extremely popular Farnam Street—a website dedicated to understanding the world by mastering the...
Jeff Ptak – The Prospects for Active Management - [Invest Like the Best, EP.16]
20 Dec 2016
Contributed by Lukas
Joining me on the podcast this week is Jeff Ptak, head of global manager research at Morningstar. Jeff’s role puts him in the unique position to ...
Eric Maddox – The Ace of Spades - [Invest Like the Best, EP.15]
13 Dec 2016
Contributed by Lukas
This week we explore a rare and underappreciated skill through the lens of an incredible story. My guest is Eric Maddox, whose name you probably don’...
Josh Brown – The Reformation - [Invest Like the Best, EP.14]
06 Dec 2016
Contributed by Lukas
My guest this week is one of the reasons that this podcast exists. Josh Brown is a financial advisor and the CEO of Ritholtz Wealth Management. He ...
Christopher Cole – Small Bets, Huge Payoffs - [Invest Like the Best, EP.13]
29 Nov 2016
Contributed by Lukas
My guest this week is Christopher Cole, founder and managing partner at Artemis Capital Management. Chris’s specialty is in long volatility strategi...
Kevin Simler – Exploring the Frontier - [Invest Like the Best, EP.12]
22 Nov 2016
Contributed by Lukas
Today’s episode features one of my favorite thinkers and writers: Kevin Simler. Kevin has a background in technology and was one of the earliest e...
Craig Shapiro – Better for You, Better for the World - [Invest Like the Best, EP.11]
14 Nov 2016
Contributed by Lukas
This week Patrick takes a deep dive in the world of Venture Capital with Craig Shapiro, founder and CEO of the New York based Collaborative Fund, whic...
Brent Beshore – Cultivating a Disaster Resistant, Compound Interest Machine - [Invest Like the Best, EP.10]
08 Nov 2016
Contributed by Lukas
This week’s guest is Brent Beshore, Founder and CEO of adventur.es, a family of companies that invests in family-owned companies. Brent has a very s...
Jon Stein – The State of Automated Investing - [Invest Like the Best, EP.09]
01 Nov 2016
Contributed by Lukas
Would you be comfortable with a robo-advisor running your entire investment portfolio? That’s the hope of our guest this week, Jon Stein, founder ...
Kiley Adams – An Internal Locus of Control - [Invest Like the Best, EP.08]
28 Oct 2016
Contributed by Lukas
This episode is a major departure from the norm. My guest, Kiley Adams, is only 21 years old. She has crammed more learning and adventure into two d...
Ted Seides – A Deep Dive into Hedge Funds - [Invest Like the Best, EP.07]
25 Oct 2016
Contributed by Lukas
This week’s guest has forgotten more about hedge funds than most people will ever know. This episode will appeal to managers, allocators and any inv...
Humble Giants – Vanguard’s Gerry O’Reilly and Jim Rowley - [Invest Like the Best, EP.06]
18 Oct 2016
Contributed by Lukas
There is a good chance that this week’s guests manage your money. This episode is a rare and fascinating look into the world’s largest asset manag...
Christian Rudder – The Quantified Self - [Invest Like the Best, EP.05]
11 Oct 2016
Contributed by Lukas
In this episode Patrick talks to Christian Rudder, who is the co-founder of dating service OK Cupid, a NY Times best-selling author, data and math jun...
Morgan Housel – Walking and Thinking - [Invest Like the Best, EP.04]
04 Oct 2016
Contributed by Lukas
In this week’s episode, Patrick and Morgan Housel explore the differences between private and public market investing, how to foster innovation and ...
Jason Zweig – The Power of Serendipity - [Invest Like the Best, EP.03]
27 Sep 2016
Contributed by Lukas
In this episode, Patrick and Jason Zweig reflect on investing, financial advice, books, and life in general. The method for living discussed in the la...
Michael Mauboussin – Active Asset Management - [Invest Like the Best, EP.02]
20 Sep 2016
Contributed by Lukas
Michael Mauboussin, Managing Director and Head of Global Financial Strategies at Credit Suisse, joins Patrick to discuss the current state of the asse...
Jeff Gramm – Activist Investing - [Invest Like the Best, EP.01]
12 Sep 2016
Contributed by Lukas
Hedge Fund Manager and author Jeff Gramm talks with Patrick O'Shaughnessy about the history and current state of shareholder activism and discusses ho...