『Invest Like the Best with Patrick O'Shaughnessy』のカバーアート

Invest Like the Best with Patrick O'Shaughnessy

Invest Like the Best with Patrick O'Shaughnessy

著者： Horror
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概要
 Conversations with the best investors and business leaders in the world. We explore their ideas, methods, and stories to help you better invest your time and money. Hear stock market and boardroom insights you can't find anywhere else. If you're a professional investor, CEO, entrepreneur, or business strategist, this is for you. Explore all our episodes and learn more at https://www.colossus.comCopyright Horror 個人ファイナンス 経済学
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  • Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]

    Cliff Sosin - Owning the Complements to Intelligence - [Invest Like the Best, EP.497]
    2026/10/27
    Cliff Sosin is the founder of CAS Investment Partners, which he started in 2012. Roughly 80% of his portfolio is in Carvana. We discuss why Cliff thinks there are hard limits to what even the smartest AI can predict, which businesses benefit as intelligence gets cheap, and what that means for Meta and the frontier labs. We also cover why he avoids investing in the AI build-out, how AI agents will push customers to the lowest-cost provider, and why he is comfortable with 80% of his portfolio in one stock. Please enjoy my conversation with Cliff Sosin. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp’s⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠. ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgeline.ai⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant. Timestamps: (00:00:00) Why Intelligence Has Limits (00:02:34) Chaos Theory and the Butterfly Effect (00:04:59) A 200 IQ Team in Every Pocket (00:07:33) Meta as Personalized TV (00:11:18) The Frontier Labs as Businesses (00:14:59) Jevons Paradox and the Limits of Demand (00:18:47) Automated Labs and the Speed Limits of Experiments (00:20:39) Why He Stays Away from the AI Build-Out (00:22:28) Why the Best Entrepreneurs Are Building Supply (00:24:22) Lessons from Past Capital Cycles (00:26:05) TSMC and Physical Moats (00:27:03) AI Agents and the Low-Cost Producer (00:29:44) Will AI Replace Investors? (00:32:01) Price as a Signal Wrapped in an Incentive (00:34:16) America’s Underrated Capital Markets (00:37:05) Why America Dominates Risk-Taking (00:38:36) What Higher Rates Are Telling Us (00:39:24) The AI Speech He Gives His Companies (00:41:45) The Best Time to Start a Company (00:43:03) Corporate Margins and Vertical Stacks (00:45:16) AI and the Income Distribution (00:48:13) Letting AI Size the Portfolio (00:50:56) Why He Holds So Much Carvana (00:52:22) Educating Kids in the Age of AI
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    1 時間 3 分
  • Dr. Peter Attia - The Portfolio to Live Longer - [Invest Like the Best, EP.325]

    Dr. Peter Attia - The Portfolio to Live Longer - [Invest Like the Best, EP.325]
    2023/04/18
    My guest this week is Dr. Peter Attia. I’ve had Peter on the show twice before but it’s been over 5 years since his last appearance. In that period, his work has exploded and today he’s one of the clear leaders on the topic and practice of longevity and health span. He has a new book out called Outlive, which I heartily recommend. You’ll hear us refer to the last chapter of his book early in our conversation but we chose not to reveal the whole story live so you can read and enjoy it. We highlight the big picture in our conversation, including the transition from Medicine 2.0 to Medicine 3.0. I always leave these conversations with Peter full of ideas, and in this case, highly motivated to go outside and move my body in nature. I can think of no better actionable advice. Please enjoy my conversation with Peter Attia. Listen to Founders Podcast Founders Episode 136 - Estee Lauder Founders Episode 288 - Ralph Lauren For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Tegus. Tegus is the modern research platform for leading investors. Stretch your research budget with Tegus Expert Calls. Tegus delivers expert calls at a fraction of the cost of legacy vendors, with white-glove custom sourcing for every project at the speed you need to keep your research moving. And we don’t stop there. With rigorous compliance processes baked into everything we do, you can rest assured we’ve vetted every expert to ensure your privacy and protection. Start your next project today with Tegus Expert Calls. As an Invest Like the Best listener, you can trial Tegus for free by visiting tegus.co/patrick. ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes. Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @patrick_oshag | @JoinColossus Show Notes Peter on The Tim Ferriss Show Podcast (00:04:15) - (First question) - How Patrick influenced Peter’s decision to launch his podcast (00:05:45) - How Peter has changed in the process of writing this book (00:08:11) - Process of writing the last chapter of this book (00:11:12) - How he stopped dealing with imposter syndrome (00:15:58) - Slow vs. fast death and medicine 2.0 vs. medicine 3.0 (00:22:55) - Doing more early detection screening to avoid slow death (00:27:00) - Impacts of compounding risks (00:31:24) - How do we shift thinking to better lifestyle changes vs. pill popping (00:35:32) - The outsized impact of exercise on health (00:46:18) - Peter’s exercise portfolio (The Comfort Crisis book) (00:50:55) - Why habitual workouts create euphoria for exercise (00:54:45) - How Peter’s views on nutrition have evolved (00:59:30) - Measuring metabolic health (01:01:55) - Where Peter hopes the future of healthcare is heading (01:05:40) - Benefits of mindfulness to health (01:12:55) - Defining your purpose in life (01:16:46) - An index card summation of this book (01:19:45) - Lessons learned being a better interviewer (01:21:46) - Frontier of Peter’s curiosity
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    1 時間 25 分
  • Christina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]

    Christina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]
    2026/10/20
    My guest today is Christina Cacioppo, founder and CEO of Vanta, which helps more than 16,000 companies manage security and compliance. Five years after our first conversation, we discuss how Vanta became a category leader, what it takes to reinvent a successful software business in the age of AI, and why Christina is betting on agents to do the work rather than simply assist users. We also explore the changing economics of software, the war for exceptional talent, AI's impact on cybersecurity, and what it takes to build an enduring company in Silicon Valley's rapidly changing environment. Please enjoy my conversation with Christina Cacioppo. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- Become a Colossus member to get our quarterly print magazine and private audio experience, including exclusive profiles and early access to select episodes. Subscribe at ⁠colossus.com/subscribe⁠. ----- ⁠Ramp’s⁠ mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠⁠ to sign up for free and get a $250 welcome bonus. ----- Trusted by thousands of businesses, ⁠Vanta⁠ continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Invest Like the Best listeners get a special offer of $1,000 off Vanta when you go to ⁠vanta.com/invest⁠. ----- WorkOS⁠ is the infrastructure B2B and AI-native companies use to sell to enterprise. It covers everything enterprise security requires: SSO, SCIM, RBAC, Audit Logs, AI governance, and more. Trusted by 2,000+ fast-growing companies, including OpenAI, Anthropic, Cursor, and Vercel. ----- Rogo is the AI platform for finance. They're building agents for Wall Street that are trained to understand how bankers and investors actually do work: from diligence and modeling, to turning analysis into deliverables. To learn more, visit rogo.ai/invest. ----- ⁠Ridgeline⁠ has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgeline.ai⁠. ----- Editing and post-production work for this episode was provided by The Podcast Consultant. Timestamps: (00:00:00) How Vanta Won a Crowded Category (00:03:12) Living Through the Software Selloff (00:05:41) Building an Agent-First Product (00:07:39) Why Vanta Eats the Cost of AI (00:10:35) The Search for Outcome Pricing (00:14:31) Getting People to Actually Use AI (00:17:46) Why Comp for Top People Is Up 10X (00:22:13) Valuations, Tenders, and the Endgame (00:24:20) What’s Overhyped and Underhyped (00:27:54) The Problem With FDEs (00:29:34) Why French Startups Use Chinese Models (00:30:22) Vanta as a Security Company (00:36:57) What Makes a Great Talk (00:40:14) Where She Would Invest Today (00:45:19) The Billboard War (00:49:35) The AI Trust Crisis (00:51:39) Security Five Years From Now
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    59 分
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