Shows
The Wellness Transcription PodcastFrom Catholicism to Establishing Online Ministry Patrick O'Brien's Story of Faith & Apologetics_Join us for an insightful conversation with Patrick O’Brien, founder of TheBibleInContext, on Instagram, that has amassed over 85k followers, and online at phillippians19.org. Listen in as he shares his inspiring journey from leaving Catholicism to establishing his very own online ministry and bible college (Philippians 1:9 Ministries & the Online Apologetics Bible College) that has hundreds of students across the United States. In this exclusive interview, Patrick opens up about the pivotal moments that shaped his faith, the challenges of building an online ministry from the ground up, and his passion for equipping others through biblical apologetics. Whether you’re c...
2025-07-091h 13
The Learning Corner by PrecursorEpisode #37: Bill Gurley's Market Realities, Geo- Arbitrage Investing, The Acquihire WaveThis week on The Learning Corner by Precursor:
Reflections from Invest Like the Best’s episode featuring Bill Gurley. From zombie unicorns to misaligned fund incentives, Gurley addresses the long arc of staying private and the system-wide pressures created by illiquidity, consensus strategies, and overcapitalization.
We dig into Alex Lazarow’s post on how Chime borrowed elements from international fintech giants like Nubank and Toss and what it means to apply lessons from one market to another. What makes geo-arbitrage work, and why hasn’t live commerce, which has seen major success in China, taken off in the U.S.?
Finall...
2025-06-2019 min
Money is FreedomZombie Unicorns, Mega Funds, and the Great VC Meltdown: Inside the Chaos with Bill GurleyWelcome to Episode 47 featuring a recent episode of Invest Like the Best where legendary venture capitalist Bill Gurley provided a profound analysis of the current state of VC, identifying systemic disruptions reshaping capital markets. Hosted by Patrick O'Shaughnessy, the conversation illuminated unprecedented changes that may permanently alter the traditional cycles of venture investing.Let's dive in.Disclaimer:This podcast are for informational purposes only and not financial advice. Please consult a professional for financial decisions.
2025-06-1223 minThe Wellness Transcription PodcastDo Doctors Really Want to Keep us Sick? The Truth Behind the Myth with Dr. Richard Harris MD, PharmD, MBAIt's been a while since we released a podcast episode, but that changes today. 2025 will be a big year for The Wellness Transcription Podcast, and we have some incredible episodes in store. In this episode, Dr. Patrick Gurley, PharmD, MSCN, sits down with returning guest Dr. Richard Harris, MD, PharmD, MBA, to debunk the widespread social media myth that doctors and healthcare professionals aim to keep patients sick and dependent on medications for profit—all while ignoring America’s chronic disease epidemic. Beyond tackling this dangerous narrative, Dr. Gurley and Dr. Harris expose common tactics used by “Big Wellnes...
2025-02-131h 07
TMZ SportsPatrick Mahomes Sr. DWI Arrest Footage RevealedFormer NFL QB Jay Cutler arrested for DUI and possession of a firearm while intoxicated after allegedly trying to bribe another driver not to call the police. Plus, 2 of the top teams in college football square off this weekend when Texas hosts Georgia. Former Bulldog great Todd Gurley joins us to talk about the game of the year! And, arrest footage of Pat Mahomes Sr. from his DWI back in February. The father of the Super Bowl MVP begs police not to arrest him for fear it will cause his son to lose the big game.
2024-10-2122 min
Podcast Notes Playlist: StartupBill Gurley & Michael Mauboussin - Putting Theory into PracticeInvest Like the Best
Key Takeaways The question to consider: Does AI help the strong get stronger, or does AI allow for new businesses to emerge and disrupt the incumbents? The top five technology companies are spending 2x on capital expenditure than the top five energy companies Companies should strive to increase the consumer’s willingness to pay“Regulation is the friend of the incumbent.” – Bill Gurley Venture capital is one of the few asset classes that has high persistence: the past winners tend to be future winnersDevelop a framework that allows you to benefit from the group dy...
2024-04-291h 32Invest Like the Best with Patrick O'ShaughnessyBill Gurley & Michael Mauboussin - Putting Theory into PracticeMy guests today are Bill Gurley and Michael Mauboussin. Bill is a General Partner at Benchmark, and Michael is the Head of Consilient Research for Counterpoint Global. While they are longtime friends with one another, I’d never heard them appear somewhere together so it was a real treat to be able to do this with the two of them. They are two of the leading minds in their fields, and we combined their decades of expertise into one wide-ranging conversation. We discuss the different kinds of increasing returns to scale, the issue of regulatory capture, AI, and hardware. Pl...
2024-04-231h 32
The Capital Catalyst: Strategic WealthBill Gurley & Michael Mauboussin - Putting Theory into Practice - [Invest Like the Best, EP.370]My guests today are Bill Gurley and Michael Mauboussin. Bill is a General Partner at Benchmark, and Michael is the Head of Consilient Research for Counterpoint Global. While they are longtime friends with one another, I’d never heard them appear somewhere together so it was a real treat to be able to do this with the two of them. They are two of the leading minds in their fields, and we combined their decades of expertise into one wide-ranging conversation. We discuss the different kinds of increasing returns to scale, the issue of regulatory capture, AI, and hardware. Please en...
2024-04-231h 32The Wellness Transcription PodcastHow to Separate Nutrition Fact from Fiction on Social Media: Dr. Patrick Gurley, PharmD, MSCNOn this episode of The Wellness Transcription Podcast, Dr. Patrick Gurley, PharmD, MSCN gives his listeners a variety of tips and tricks they can use to help them navigate the vast array of nutrition information on social media. With so many medical professionals, health coaches, biohackers, and influencers giving you their own unique spin on which diet is best, what supplements to take, what equipment to buy, and what foods to put in your cart at the grocery store, it can be rather difficult to separate what is fact from what is fiction. If you find yourself asking if the...
2024-01-0758 minThe Wellness Transcription PodcastChallenges Faced by Christian Men: Brian Albrecht (Austin Ridge Men's Ministry Pastor)On this special guest interview episode of The Wellness Transcription Podcast, Dr. Patrick Gurley, PharmD, MSCN sits down with Brian Albrecht to discuss a variety of challenges Christian men face and the importance of finding a community, of fellow believers, men can share their struggles with. Brian received pastoral training at Dallas Theological Seminary and is currently the Men's Ministry Pastor at Austin Ridge Bible Church in Austin, Texas. Before coming to Austin Ridge, Brian was the executive director for Cornerstone Restoration, of which he is currently a board member. Cornerstone Restoration is an organization that restores hope to vulnerable...
2023-12-1859 minThe Wellness Transcription PodcastInsights From a Poison Control Expert: Dr. Howell Foster, PharmD, DABATOn this episode of The Wellness Transcription Podcast, Dr. Patrick Gurley, PharmD, MSCN sits down with Dr. Howell Foster, PharmD, DABAT to discuss all things toxicology and poison control. Dr. Foster is the director of the Arkansas Poison and Drug Information center and is an associate professor at the University of Arkansas for Medical Sciences College of Pharmacy. Dr. Foster is also the founder & CEO of ATP Therapeutics Inc. Dr. Gurley and Dr. Foster dicuss a variety of topics including: what defines a poison or toxin, why we shouldnt use the term "toxin" to demonize certain foods/ingredients, how important...
2023-11-241h 16The Wellness Transcription PodcastBeyond LDL and HDL: Breaking Down Remnant Cholesterol with Dr. Ryan Yates, PhD, PharmDOn this episode of the Wellness Transcription Podcast, Dr. Patrick Gurley, PharmD, MSCN welcomes Dr. Ryan Yates, PhD, PharmD back as the first returning guest on TWTP. In this episode, Dr. Gurley and Dr. Yates do a scientific deep dive into remnant cholesterol, what it is, why you should know about it, and what you can do to control if it's elevated. Remnant cholesterol is a lesser known lipid measurement when it comes to diagnosing and managing dydlipidemia. However, highly elevated remnant cholesterol levels have been shown to increase a persons risk for athersclerotic heart disease (ASCVD), heart attack, new-onset...
2023-11-151h 17The Wellness Transcription Podcast"Finding Discipline in Christ's Teachings" with Brayden and Tristan StecklerOn this episode of The Wellness Transcription Podcast, Dr. Gurley sits down with two of his close friends Brayden and Tristan Steckler, to talk about the process of cultivating daily discipline through the teachings of Jesus. Patrick, Brayden, and Tristan share their unique testimonies about how God saved them from a life of sin, isolation, and immorality. They also discuss the importance of finding a church communtiy, serving others, and strengthening your knowledge of scripture. They also discuss practical steps Christian men can take to help them overcome many of the challenges, setbacks, & hurdles that keep many men off-track, undisciplined...
2023-11-031h 02
The Capital Catalyst: Strategic WealthPalmer Luckey - Inventing the Future of Defense - [Invest Like the Best, EP.350]My guest today is Palmer Luckey. Palmer is the founder of Defense company Anduril Industries, which makes next-generation military technology for the US and its allies. Since bringing the company to life in 2017, Palmer and Anduril have disrupted the established order in the Defense industry. Prior to Anduril, Palmer founded Oculus VR, a virtual reality business that he sold to Facebook for $2 billion. Palmer is only in his early 30s, but he has already experienced more than most people will in a 40-year career. We talk about innovation, invention, differentiated thinking, and so much more. Please enjoy this great discussion...
2023-10-311h 15
The Capital Catalyst: Strategic WealthPatrick Collison & John Collison - A Business State of Mind - [Invest Like the Best, EP.348]My guests this week are the co-founders of Stripe, Patrick and John Collison. My conversation with John in 2020 is still one of our most popular. A key theme that emerged from that first discussion was John’s boundless curiosity for all things business and this conversation continues that thread. We talk about setting a strategy and culture that attracts ambition, why the returns to sweating the details are high, and how they view Stripe’s progress against their mission to increase the GDP of the internet. Please enjoy this great and wide-ranging discussion with John and Patrick Collison. Buy a tick...
2023-10-171h 18
The Capital Catalyst: Strategic WealthMichael Simanovsky - A Platform Approach to Real Estate - [Invest Like the Best, EP.344]My guest today is Michael Simanovsky. Mike is the Managing Partner of Conversant Capital, a real estate investment firm he founded in early 2020. Conversant aims to be the most flexible capital provider in real estate, investing across public and private markets as well as equities and credit. The firm will also incubate platforms where they see an opportunity to take advantage of a compelling theme that lacks existing business models for investment. We cover the most undersupplied part of the market, why he’s building Conversant to be so flexible, and the surprising appeal of billboards. Please enjoy my conversation wi...
2023-09-191h 06
The Capital Catalyst: Strategic WealthDavid Senra - In Service of Founders - [Invest Like the Best, EP.343]My guest today is David Senra, the creator and host of Founders Podcast. With an incredible appetite for biographies, David has delved into the lives of over three hundred entrepreneurs, extracting invaluable wisdom that he shares with his audience each week. Throughout the conversation, we discuss David’s love of podcasts, and what can be gained from studying the lives of not just entrepreneurs, but of athletes and film directors alike. I hope you enjoy this conversation with David Senra. Listen to Founders Podcast Join Colossus live in NYC with Patrick O’Shaughnessy and David Senra on Oct. 19. Our first inte...
2023-09-121h 25The Wellness Transcription Podcast"The Big 5 of Lifestyle Medicine" with Dr. Richard Harris, MD, PharmD, MBAOn this episode of The Wellness Transcription Podcast, Dr. Patrick Gurley, PharmD, MSCN sits down with Dr. Richard Harris, MD, PharmD, MBA to discuss "The Big 5 of Lifestyle Medicine" as well as the five supplements that give you the biggest return on your investment. Dr. Harris is a board-certified internal medicine physician, pharmacist, professional speaker, angel investor, and podcast host for the Strive for Great Health Podcast. Dr. Harris is also an experienced life-science consultant who has helped several pharmacy and medical startups navigate the healthcare market, especially from a holistic perspective. A true entrepreneur, Dr. Harris is also the...
2023-08-211h 27The Wellness Transcription PodcastSpecial Guest Interview: Dr. Ryan Yates, PhD, PharmDOn this episode of The Wellness Transcription Podcast, Dr. Gurley sits down with his close friend and mentor Dr. Ryan Yates, PhD, PharmD. Dr.Yates is a true pioneer in his field and has the entreprenurial pedigree bring his research findings, to the public, in the form of clinically validated & patented dietary supplement combinations. Curently, Dr. Yates’ research focuses on the pre-clinical and clinical pharmacokinetics and pharmacodynamics of botanicals and dietary supplements. His particular areas of interest include the use of artificial intelligence as well as pre-clinical screening models to identify unique phytochemical combinations that impact chronic inflammatory processes including ag...
2023-08-152h 01The Wellness Transcription PodcastLifestyle Conversations: The Importance of Routine Physical Exercise for Health & WellnessAfter a brief hiatus, your host's Patrick Gurley, PharmD, MSCN and Sam Bell, PharmD are back on the podcast, and today they are talking about the importance of exercise. This episode is a less formal, down to earth conversation about our personal approaches to exercise, what our current fitness routines for both cardiovascular fitness & strength training look like, tips how to get started with a new exercise regimen, how to make exercise a priority in your daily routine, and how to use exercise as a tool to strengthen your "mindset" as you take on your new fitness and wellness journey.
2023-06-261h 20The Wellness Transcription PodcastDietary Supplement Efficacy, Safety, & Herb-Drug Interactions of Concern with Dr. Bill Gurley Ph.D.Dr. Patrick Gurley, PharmD, MSCN sits down with Dr. Bill Gurley Ph.D. Dr. Gurley is a professor and Principal Scientist, at the National Center for Natural Products Research (NCNPR), School of Pharmacy, University of Mississippi; Chair of the University of Mississippi Institutional Animal Care and Use Committee. Prior to joining the NCNPR in 2019, Gurley was Professor of Pharmaceutical Sciences at the University of Arkansas for Medical Sciences (UAMS) College of Pharmacy, Vice-Chair of the UAMS Department of Pharmaceutical Sciences, and Chair of the UAMS Institutional Animal Care and Use Committee. Gurley has been conducting basic and clinical research...
2023-05-092h 05
Invest Like the Best with Patrick O'ShaughnessyCarl Kawaja - Dealing with Regime ChangeMy guest this week is Carl Kawaja. It’s the second time I’ve had Carl on the show and my first conversation with him is one I go back to often. Carl is a portfolio manager at Capital Group, where he’s quietly overseen a huge portfolio for decades. He is one of the top investors operating today as well as one of my favorite people. The investing world has changed quite a bit since Carl and I first spoke in mid-2021 so this was a great chance to use Carl’s curious mind and wide range of experien...
2023-01-311h 13
Invest Like the Best with Patrick O'ShaughnessyJohn Fio - Creating Magic for ConsumersMy guest today is John Fiorentino. John is a product inventor and entrepreneur who, in the space of a few years, has bootstrapped four products; Gravity Blanket, Moon Pod, Moon Pals, and Birthdate Candles which have collectively sold hundreds of millions of dollars of revenue. Our conversation is quite different than normal. Alongside his successful brands, John has had a range of life experiences – from starting as a Jazz musician to working for Justin Bieber - that give him an original worldview. I was especially interested in his points around product positioning, creating magic for consumers, not letting yourself be...
2023-01-101h 23
Invest Like the Best with Patrick O'ShaughnessyAmjad Masad - The Future of Software CreationMy guest today is Amjad Masad. Amjad is the founder and CEO of Replit, whose mission is to bring the next billion software creators online. Replit has built a browser-based coding environment that makes coding more fun, collaborative, and approachable. We discuss how that is possible and why the way most of us interact with computers today is suboptimal. We then go into the effects of AI on software creation and its broader impacts on technology. Please enjoy my conversation with Amjad Masad. For the full show notes, transcript, and links to mentioned content, check o...
2023-01-031h 02
All Things Covered with Patrick Peterson and Bryant McFaddenTodd Gurley on best RB in the NFL, Cam Akers' future with the Rams, crazy Aaron Donald feats and the real RBUTodd Gurley joins Bryant McFadden to discuss his partnership with Gatorade, his running back influences and if he should have won the 2017 MVP. He also comments on fellow former Georgia Bulldog, Nick Chubb, and what makes him the best back in the league. Gurley answers if UGA is really RBU, what's going on with Cam Akers and the craziest feats he has seen from Aaron Donald.All Things Covered' is available on Apple Podcasts, Spotify, Stitcher, Google Podcasts, Castbox and wherever else you listen to podcasts. Visit the All Things Covered YouTube c...
2022-10-3115 min
Invest Like the Best with Patrick O'ShaughnessyTrina Spear - Billion Dollar ScrubsMy guest today is Trina Spear, a former investor at Blackstone and the co-founder and CEO of FIGS. FIGS is a multi-billion-dollar public company that built a category-leading brand selling scrubs to healthcare professionals. It was a problem hiding in plain sight and FIGS solved it through vertical integration and customer obsession. Trina shares so many interesting, simple lessons that are often ignored in business. Please enjoy my great conversation with Trina Spear. For the full show notes, transcript, and links to mentioned content, check out the episode page here. -----...
2022-09-2050 min
Invest Like the Best with Patrick O'ShaughnessyHarley Finkelstein - Building the Entrepreneurship CompanyMy guest today is Harley Finkelstein. Harley is the President of Shopify and has been with the company since its early years. He is a lawyer by training but an entrepreneur by calling and that is the focus of our discussion. We discuss the different dimensions of entrepreneurship and Shopify’s role in promoting it, as well as exploring the company’s transition to public markets, and what the last few years have been like. Please enjoy my discussion with Harley Finkelstein. For the full show notes, transcript, and links to mentioned content, check out the ep...
2022-09-131h 07
Invest Like the Best with Patrick O'ShaughnessyMitch Lasky - The Business of GamingMy guest today is Mitch Lasky. Mitch is a partner at Benchmark and one of the leading figures in the video game industry. Over the last 30 years, he has built, led, and invested in a number of the best gaming companies in the world, including Activision, EA, Riot, Snapchat, and Discord. I couldn’t think of a better person to break down the anatomy of great gaming businesses and Mitch does not disappoint. His insights are remarkable. Please enjoy this excellent conversation with Mitch Lasky. For the full show notes, transcript, and links to mentioned con...
2022-09-061h 14
Ian Wants To LearnEpisode 21... Black Wall Street?This episode Ian Learns about Black Wall Street, and the Tulsa Race Massacre that occurred in the Greenwood section of Tulsa on May 21st and June 1st of 1921.
A historical event that is rarely, if ever taught in schools, was actively hidden and wasn't even really know amongst most of the American Population until an Episode of the HBO Show Watchmen.
Ian learns about Greenwood, how it came to be and the what ultimately led to its destruction.
(we also talk Manatees, astrology and tinder)
00:15- What do yo...
2022-08-2941 min
Invest Like the Best with Patrick O'ShaughnessyRobert Smith - Investing in Enterprise SoftwareMy guest today is Robert Smith, the founder, Chairman, and CEO of Vista Equity Partners. An engineer by training, Robert started Vista at the turn of the millennium and built it into one of the world's most successful software-focused investment firms. We discuss the white space left in enterprise software investing, the importance of capital cycles, and what he’s learned building an iconic investing franchise. Please enjoy my discussion with Robert Smith. For the full show notes, transcript, and links to mentioned content, check out the episode page here. -----
2022-08-2358 min
Invest Like the Best with Patrick O'ShaughnessyRavi Gupta - FocusMy guest today is Ravi Gupta. Ravi spent a decade in private equity at KKR before joining Instacart as their first CFO and COO. He navigated them through a critical moment in their history and returned to investing in 2019 as a partner at Sequoia. Our discussion gets to the heart of what it means to build and invest in great businesses, and we talk a lot about the personal side of the journey, which tends to get overlooked. Please enjoy this great conversation with Ravi Gupta. For the full show notes, transcript, and links to m...
2022-08-091h 18
Invest Like the Best with Patrick O'ShaughnessyAlok Vasudev - Searching for White SpaceMy guest today is Alok Vasudev. Alok is an early-stage investor who has been in the crypto space for a very long time. Before co-founding Standard Crypto, he was an investor at Benchmark and S28 Capital. Given Alok's experience and the prevailing mood right now in crypto, this is a particularly interesting discussion on the ecosystem writ large. We discuss whether the bubble can be thought of as productive speculation, his views on skeptics in the space, and look at some big, potentially, underestimated ideas. Please enjoy my conversation with Alok Vasudev. For the full s...
2022-07-261h 13
Invest Like the Best with Patrick O'ShaughnessyMatthew Ball - A Manual to The MetaverseMy guest today is Matthew Ball. Matt is an investor, the former head of strategy at Amazon studios, and one of the brightest minds in the media industry. Through his essays and now his book, which launches today, Matt has established himself as the foremost authority on the Metaverse, which has stormed into the public eye since I first had him on the show two years ago. The Metaverse is the focus of our discussion and I hope you enjoy this encyclopedic tour through all of its details as much as I did. For the f...
2022-07-191h 21
Invest Like the Best with Patrick O'ShaughnessyAlice Bentinck - Building a Start-Up MachineMy guest today is Alice Bentinck, co-founder of Entrepreneur First. Entrepreneur First, or EF, invests pre-company by systematizing the way that talented individuals find co-founders, develop ideas, and scale into companies. They’re an incubator of teams and ideas on a mission to create impactful companies that, without their help, wouldn’t exist. I first spoke with Alice’s co-founder, Matt Clifford, over two years ago and have been fascinated with EF’s model of investing ever since. Please enjoy my conversation with Alice Bentinck. For the full show notes, transcript, and links to mentioned content...
2022-07-121h 05
Invest Like the Best with Patrick O'ShaughnessyJess Lee - Designing Investment ProductsMy guest today is Jess Lee. Jess is a partner at Sequoia Capital as well as their Chief Product Officer. Before becoming an investor, Jess co-founded fashion app, Polyvore, and was an early product manager for Google Maps. Most recently, she founded All Raise, a non-profit that is changing the gender balance in tech. Our discussion ranges from Burning Man to Marvel to Sequoia’s mobile app and I hope that Jess’s passion for delighting users rubs off on you. Please enjoy my conversation with Jess Lee. For the full show notes, transcript, and links...
2022-07-0559 min
Invest Like the Best with Patrick O'ShaughnessyKenneth Stanley - Greatness Without GoalsMy guest today is Ken Stanley. Ken is a Professor in Computer Science and a pioneer in the field of neuroevolution. He is also the co-author of a book called, Why Greatness Cannot Be Planned, which details a provocative idea that setting big, audacious goals can reduce the odds of achieving something great. We discuss that revelation in detail and how to apply it in our day-to-day lives. Please enjoy this great discussion with Ken Stanley. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ...
2022-06-281h 15
Invest Like the Best with Patrick O'ShaughnessyLydia Jett - Investing in E-commerceMy guest today is Lydia Jett, Managing Partner of SoftBank Investment Advisers. Lydia leads the team’s consumer, internet, and e-commerce investments and has worked with many of the most significant consumer platforms in the world, including as a board member of Coupang and Flipkart. We cover all aspects of e-commerce and explore Lydia’s evolution as an investor alongside Masa Son at SoftBank. Please enjoy my conversation with Lydia Jett. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- Thi...
2022-06-211h 09
Invest Like the Best with Patrick O'ShaughnessyAswath Damodaran - Making Sense of the MarketMy guest today is Aswath Damodaran, a Professor of Finance at NYU’s Stern School of Business. Aswath is one of the clearest teachers of investing and finance in our industry and through his blog, books, and YouTube has open-sourced his wisdom for decades. This conversation is a masterclass of key investing concepts. We discuss inflation, narratives, disruption, the evolution of alpha and edge, and his thoughts on ESG. Please enjoy this great conversation with Aswath Damodaran. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ...
2022-05-311h 56
Invest Like the Best with Patrick O'ShaughnessyTobi Lütke - Embrace the UnexpectedMy guest today is Tobi Lütke, co-founder and CEO of Shopify. Having first spoken to Tobi at the beginning of the pandemic, just two months into it, this felt an opportune moment to revisit Shopify and the world through Tobi’s eyes. Among many things, we discuss Shopify’s evolution into the world of atoms-based building through Shopify’s fulfillment network, the value of infrastructure writ large, and the impact of market volatility on day-to-day business building. Please enjoy my conversation with Tobi Lütke. For the full show notes, transcript, and links to mentioned...
2022-05-241h 26
Invest Like the Best with Patrick O'ShaughnessyTyler Cowen & Daniel Gross - Identifying TalentMy guests today are Tyler Cowen and Daniel Gross. Tyler is an economics professor and creator of one of the most popular economics blogs on the internet. Daniel is the founder of start-up accelerator Pioneer, having previously been a director at Apple and a partner at Y Combinator. Both Daniel and Tyler are prolific talent spotters and that is the focus of our discussion and their new book, which is called Talent. Please enjoy this conversation with Tyler Cowen and Daniel Gross. For the full show notes, transcript, and links to mentioned content, check out t...
2022-05-171h 20
Invest Like the Best with Patrick O'ShaughnessyJeff Jordan - Building & Investing in MarketplacesMy guest today is Jeff Jordan, General Partner at Andreessen Horowitz. Jeff has one of the most interesting set of experiences of guests that I’ve had on the show. As an operator, he has been the General Manager of eBay.com, President of PayPal, and CEO of OpenTable. As an investor, he was one of the first General Partners at a16z and sits on the board of Airbnb, Instacart, Pinterest, and other notable firms. Given his vast experience, he is the firm’s go-to-expert on all things marketplaces, which is the common thread in our conversation. Please enjo...
2022-05-101h 21
Invest Like the Best with Patrick O'ShaughnessyEric Glyman - Reimagining Corporate FinanceMy guest today is Eric Glyman, co-founder and CEO of Ramp. Ramp is best known for its corporate cards but it has a range of software products to help finance teams save money and time. Since its founding in 2019, the business has grown rapidly and was last valued at $8 billion. Eric and I discuss Ramp’s initial marketing wedge, how the business has dealt with such fast growth, and why they hold stablecoins on their balance sheet. Please enjoy my conversation with Eric Glyman. For the full show notes, transcript, and links to mentioned content, che...
2022-05-031h 02
Invest Like the Best with Patrick O'ShaughnessyDmitry Balyasny - Building a Better ModelMy guest today is Dmitry Balyasny. Dmitry is the Managing Partner and CIO of Balyasny Asset Management, otherwise known as BAM. BAM runs a multi-strategy, multi-PM model that aims to produce consistent absolute returns. Since its founding in 2001, it has produced only one negative year and become one of the largest firms of its kind. Please enjoy my conversation with Dmitry Balyasny. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Cana...
2022-04-261h 14
Invest Like the Best with Patrick O'ShaughnessyHenry Ward - Transforming Private MarketsMy guest today is Henry Ward, co-founder and CEO of Carta. Started in 2012, Carta helps companies and investors manage their cap tables, equity plans, and ownership. Last year, they launched CartaX, a platform for private companies and their employees to access secondary market liquidity. Our discussion is a detailed exploration of private market infrastructure and Henry’s views on building an enduring business. Please enjoy my conversation with Henry Ward. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- Thi...
2022-04-211h 23
Invest Like the Best with Patrick O'ShaughnessyAlexandr Wang - A Primer on AIMy guest today is Alexandr Wang, the CEO and founder of Scale AI. Alexandr founded Scale in 2016, having been inspired to accelerate the development of AI through his work at Quora and his studies at MIT. Specifically, Alexandr realized there was a lack of infrastructure solutions for producing high quality data, the lifeblood for AI models. Today, Scale provides data solutions to leading AI teams at Meta, Microsoft, OpenAI, Flexport, the US Air Force, and many others. This time last year, the business was valued at over $7 billion. Our conversation is a primer on AI. We...
2022-04-121h 14
Invest Like the Best with Patrick O'ShaughnessyAntonio Gracias - Pro-Entropic InvestingMy guest today is Antonio Gracias, founder, CIO, and CEO of Valor Equity Partners. Antonio is perhaps best known for his role at Tesla, as the earliest institutional investor and Director from 2007 to 2021. But he has deep operating and investing experience, having first acquired and managed a number of manufacturing and technology companies during his 20s. And it was during those formative years that Antonio and his team developed the skills that led to Valor, which provides operational expertise to the high growth private companies they invest in. Our conversation is a deep exploration of t...
2022-04-051h 13
Invest Like the Best with Patrick O'ShaughnessyMarko Papic - A Multi-Polar WorldMy guest today is Marko Papic, partner and chief strategist at Clocktower Group, where he leads the firm’s research on macroeconomics and markets. Marko has spent his career at the intersection of finance and geopolitics, making him a perfect person to speak to about current events in Ukraine and their potential impact further afield. Along with Russia and Ukraine, we discuss the Fed, inflation, China, the green energy transition, and the US’s position in the global order. Please enjoy this discussion with Marko Papic. For the full show notes, transcript, and links to menti...
2022-03-151h 11
Invest Like the Best with Patrick O'ShaughnessyGarry Tan - Unwrapping the GiftMy guest today is Garry Tan, founder and managing partner of early-stage venture firm, Initialized Capital. Before starting Initialized, Garry was a partner at Y Combinator, employee number 10 at Palantir, and co-founder of YC backed blog platform Posterous. Our discussion covers what’s missing in the investment world, how to best systematize venture investments, and what he learned from Paul Graham. Please enjoy my conversation with Garry Tan. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episo...
2022-03-081h 01
Invest Like the Best with Patrick O'ShaughnessyFrank Slootman - Narrow the Focus, Increase the QualityMy guest today is Frank Slootman, Chairman and CEO of cloud platform Snowflake. Frank has become one of the most revered CEOs in business. Over the past twenty years, he has three times taken over emerging enterprise software businesses – first Data Domain, then ServiceNow, and most recently Snowflake - and led them across the chasm into large, billion-dollar businesses. Please enjoy this great discussion with Frank Slootman. For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is br...
2022-02-2252 min
Invest Like the Best with Patrick O'ShaughnessyPeter Chernin - Betting on PassionMy guest today is Peter Chernin, who’s had a Hall of Fame career in the entertainment business. Peter ran News Corp and Fox for fifteen years between 1996 and 2009 before co-founding The Chernin Group, which has become one of the leading investment firms in the consumer space. Along the way, he has also produced a number of blockbuster films, including Titanic, Avatar, The Greatest Showman, and The Planet of the Apes Trilogy. Please enjoy this wonderful discussion with Peter Chernin. For the full show notes, transcript, and links to mentioned content, check out the episode pag...
2022-02-0859 min
Invest Like the Best with Patrick O'ShaughnessyJohn Pfeffer - Adapt and EvolveMy guest today is entrepreneur and investor, John Pfeffer. John was a partner at private equity firm KKR in the 2000s, Chairman of leading French IT company Groupe Allium in the 90s, and now invests his own money through his private family office, Pfeffer Capital. John is one of the smartest investors I know, and our conversation spans all of John’s experience and investment ideas. We discuss the difference between value creation and wealth creation, why John has made such a big bet on one asset, and why adaptation is more important than ever. I hope yo...
2022-02-011h 54
Invest Like the Best with Patrick O'ShaughnessyGavin Baker - The Cyclone Under the SurfaceMy guest today is past guest Gavin Baker, managing partner and CIO of Atreides Management. Gavin’s focus is on consumer and tech growth investing, which makes him the perfect person to discuss the bloodbath we’ve seen in many growth equities over the past few months. We also cover inflation, semiconductors, and the disconnect between private and public markets. Please enjoy this conversation with the always great Gavin Baker. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. -----
2022-01-251h 21
Invest Like the Best with Patrick O'ShaughnessySam Englebardt and Richard Kim - Investing in Immersive WorldsToday, my guests are Sam Englebardt and Richard Kim, general partners at venture fund, Galaxy Interactive. Having come from the media and finance sectors, respectively, Sam and Richard joined forces in 2018 to invest in their shared thesis that immersive digital experiences would become the dominant way people engage with each other in the future. Our conversation centers around the evolution of art, finance, and gaming as they proliferate in Web3. Please enjoy my conversation with Sam and Richard. For the full show notes, transcript, and links to mentioned content, check out the...
2022-01-201h 21
Invest Like the Best with Patrick O'ShaughnessyRicky Sandler - Building an Investment CompassMy guest today is Ricky Sandler, founder of Eminence Capital. Ricky is a hedge fund veteran managing over $8bn of assets across Eminence's strategies. We cover Ricky's evolution as an active investor, why he thinks this is a stock-picker's environment, and what keeps him competitive after a long and successful career. Please enjoy my conversation with Ricky Sandler. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here. ----- This episode is brought to you by: Can...
2022-01-181h 09
Invest Like the Best with Patrick O'ShaughnessyOrlando Bravo - The Art of Software BuyoutsMy guest today is Orlando Bravo, co-founder and Managing Partner of leading private equity firm, Thoma Bravo. Thoma Bravo manages over $90bn of assets and is best known for investing in software and technology businesses. It was Orlando who led the firm’s early entry into software buyouts some twenty years ago, and he has overseen more than 350 software acquisitions since. There are few, if any, people better placed to discuss private equity and software investing. Please enjoy this excellent discussion with Orlando Bravo. For the full show notes, transcript, and links to the best con...
2021-12-281h 06
Invest Like the Best with Patrick O'ShaughnessyBill Gurley and Philip Rosedale - Back to the FutureMy guests today are Philip Rosedale and Bill Gurley. Philip created Second Life in the early 2000s and helped build it into the largest virtual 3D world ever created at the time. Frequent listeners will recognize Bill, who was an investor in Second Life via Benchmark Capital. During the conversation, we cover the fascinating story of Second Life and the billion-dollar economy that persists through to this day. Bill and Phillip share their key learnings from the experience, including the importance of usability, their views of the current metaverse opportunity, and what excites them most about the current focus...
2021-12-071h 17
Invest Like the Best with Patrick O'ShaughnessyNiraj Shah - Developing Every SkillMy guest today is Niraj Shah, the CEO and co-founder of Wayfair. Wayfair started life in 2002 as a collection of independent websites selling category-specific home furniture but became a one-stop-shop for the home category in 2011 when, at $500 million in sales, the team consolidated their 240 websites into Wayfair.com. Today, the business offers 22 million products from 16 thousand suppliers to more than 30 million customers. During our conversation, we discuss how the competitive frontiers in e-commerce have changed, what it was like to build out a proprietary logistics operation, and what makes the home goods market more attractive t...
2021-11-231h 05
Invest Like the Best with Patrick O'ShaughnessyAlex Rampell - Investing in Operating SystemsMy guest today is Alex Rampell, General Partner at Andreessen Horowitz. Alex has a long history in fintech, having co-founded six companies in his career, including Affirm and TrialPay. During our conversation, we cover Alex’s framework for positive selection in investing, why the best investments are often operating systems or systems of record, and Alex’s views on the future of fintech. For those that have listened to our Business Breakdown on Visa with Alex - you know the intellectual horsepower he brings to every discussion. This conversation is no exception. For the full show n...
2021-10-261h 19
Invest Like the Best with Patrick O'ShaughnessyJay Hoag - Calibrating Market AdoptionMy guest today is Jay Hoag, co-founder of TCV. If you look at Jay’s investment track record, it’s a “who’s who” of tech giants with Airbnb, Netflix, Peloton, Zillow, and a list that does not stop there. Needless to say, Jay has a Hall of Fame career. During our conversation, we talk about his own journey founding TCV, what advice he has for visionaries, and why he sees advantages for private to public crossover investors. Jay has such a wealth of experience that is on display throughout this episode. Please enjoy my conversation with Jay Hoag. For t...
2021-09-281h 17
Invest Like the Best with Patrick O'ShaughnessyDavid Fialkow - Paint Outside the LinesMy guest today is David Fialkow, co-founder of General Catalyst. If you are looking for a dose of fun, charismatic energy from a very unique investor then this is the conversation for you. David has a diverse background not only as an investor but also as a philanthropist and filmmaker. He won an Academy Award for his role as the producer of the 2018 documentary Icarus. During our conversation, David and I dive into what makes a great founder, the importance of storytelling, and the value of effectively convening people within your network. After listening to all of his great...
2021-09-211h 05
The UFFL Total Nonsense NetworkTOTAL NONSENSE 2021: The East Division Draft Grades Show - PART 1The UFFL is a Fantasy Football League comprised of 12 teams. It's members all came from a triple-wide trailer in the heart of Bristol, CT - where as young Sports Television (think 4 letters) Production Assistants, they battled for pride and very little money in the greatest fantasy football dynasty league...EVER. On the "UFFL: TOTAL NONSENSE PODCAST" you will hear behind the scenes stories and insider info about the league, it's odd owners, and the current fantasy football season. So stay tuned and learn from fantasy football legends (not really) about football (maybe), fantasy sports (possibly), life (doubtfully), an...
2021-06-111h 01
Super Duper Flex BrosSpecial Guest Patrick J. / Tight Ends Memo/ Todd Gurley Expiration DateSpecial Guest Patrick J. / Tight Ends Memo/ Todd Gurley Expiration Date
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2021-03-0431 min
Voices of Women in Venture 🌊Sarah Tavel - Consumer & Marketplace Investing - [Invest Like the Best, EP.168] Podcast: Invest Like the Best with Patrick O'Shaughnessy (LS 67 · TOP 0.05% what is this?)Episode: Sarah Tavel - Consumer & Marketplace Investing - [Invest Like the Best, EP.168]Pub date: 2020-04-07Notes from Voices of Women in Venture 🌊:Sarah Tavel, General Partner at Benchmark. (http://www.benchmark.com)Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationMy guest this week is Sarah Tavel, a general partner at Benchmark, working alongside past guests Bill Gurley and Chetan Puttagunta. Sarah has a long history as both an inv...
2020-12-141h 02
AcquiredSpecial: Invest Like the Best on AcquiredOn this special episode of Acquired, we're joined by a master interviewer himself, Patrick O'Shaughnessy from Invest Like the Best. We turn the tables and cover the most fascinating story he's never told on ILTB... his own! What is O’Shaughnessy Asset Management, and how are they bringing "AWS-level" innovation to the sleepy wealth management industry? How did he go from Notre Dame philosophy major to quant researcher to (arguably) technology CEO and now also an early-stage venture investor... all while simultaneously building one of the world's top new business media empires? Acquired is here to explore it all.
2020-10-071h 50
Invest Like the Best with Patrick O'ShaughnessyKatrina Lake – The Next Wave of E-CommerceMy 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 entirely new model to retail apparel by combining data science, technology, and personal stylists to create a unique shopping experience tailored to the individual consumer. I first met Katrina through past guest Bill Gurley and have been excited to host her since that first meeting. In our conversation, Katrina and I discuss all aspects of Stich Fix—its history, business model, innovations, and its future. Please enjoy this great and thought-provoking conversation with Katrina Lake....
2020-08-181h 00
Fantasy Chairmen PodcastAlvin Kamara vs Ezekiel Elliott / Patrick Mahomes vs Lamar JacksonThe Fantasy Sasquatch is here, he's laced up, and he's ready to fight! Welcome to the first episode of the Sasquatch Square-Off: A Fantasy Chairmen Podcast! Throughout the NFL off-season, your hosts, Ben Bradley, and Matt Baty (the Fantasy Sasquatch) will be squaring off in the virtual ring to battle it out to sway your decisions on which players you should draft to lead your team to fantasy gold! Every week before the season begins, Ben and the 'Squatch will have two rounds of debates in which they choose two players of the same position group that are being d...
2020-08-1041 min
Puttin' Up NumbersNumber 21It's a YUGE show! ESPN Analyst Jay Bilas joins us to talk about legendary #21's, his appearance on The White Shadow, Young Jeezy, the state of college sports in a COVID-19 world, taking Barney the Dinosaur to court and more! It's an absolutely jam-packed show!Our GuestJay Bilas is one of the foremost analysts in college basketball today. A 4-year starter at Duke where he played on the first of Mike Krzyzewski’s 12 Final Four teams. He also won back-to-back National Championships as a Duke assistant and got a law degree.&nb...
2020-08-091h 00
A Liv Teixeira ProductionINJUSTICE IS A THREAT TO JUSTICE EVERYWHERE: How To Make A Change ALTP#165George Floyd
Eric Garner
Samuel Harrell
Freddie Gray
Samual DuBose
Philando Castile
Terence Crutcher
Alton Sterling
Jamar Clark
Jeremy McDole
Shereese Francis
William Chapman II
Christopher Kimble
Kevin Higgenbotham
Walter Scott
Eric Harris
Tamar Rico
Akai Gurley
David Fealix
Michael Brown
Sean Reed
Keith McLeod
Steven Demarco Taylor
Terry Lee Chatman
Ariane...
2020-06-0117 min
Invest Like the Best with Patrick O'ShaughnessyTobi Lutke – Building a Modern BusinessMy 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 aggressively digital in the past two months, and Shopify powers so much of digital commerce. Evergreen, because while we touch on Covid and the Shopify business, this is much more a conversation on business and personal principles, learning, design, and growth. Tobi is one of the CEO’s I look up to most for the type of company he is building and for the way he conducts himself. We discuss business focus, why video...
2020-05-121h 07
Grown Men Playing Games PodcastGrown Men Playing Games Podcast Ep. 8What’s up and welcome into Ep. 8 of our fantasy football podcast. We here at GMPG Pod dive into the NFL offseason madness and give our takes on how the fantasy football landscape has changed. Patrick and Joey are on this week and show up with some strong opinions! We provide analysis on players who have improved their stock this offseason as well as those who have taken a hit. We like to do things a little different and start, and end, each podcast discussing our popular dynasty league. Tune into those clips for league trades box score discussion, trash ta...
2020-04-081h 04
Invest Like the Best with Patrick O'ShaughnessySarah Tavel - Consumer & Marketplace InvestingMy guest this week is Sarah Tavel, a general partner at Benchmark, working alongside past guests Bill Gurley and Chetan Puttagunta. Sarah has a long history as both an investor and as an operator. She was an early product leader at Pinterest before joining Benchmark. Sarah has become one of my go-to resources for topics like networks, consumer technology, and marketplaces among many other topics. I’ve used her framework for how to think about client engagement, company data, and marketplace liquidity and quality over and over again in my business life. I’m so excited to finally have her o...
2020-04-071h 02
Roughing the KickerTodd Gurley got cut and no he shouldn't be a Chief, 3/19/20Joshua Brisco, Rudy Salazar and Beards McFly talk about the news that Todd Gurley has been cut by the Los Angeles Rams and whether or not the Chiefs should target any of the veteran RB's in free agency and the value, or lack of value, of adding one. Plus Chris Harris went on Golic and Wingo and suggested that the Chiefs were more focused on getting contracts done with Chris Jones and Patrick Mahomes over free agents.
2020-03-2048 min
Invest Like the Best with Patrick O'ShaughnessyBill Gurley and Chetan Puttagunta – An Update on Consumer & Enterprise Venture CapitalMy guests today are Bill Gurley and Chetan Puttagunta, both partners at benchmark capital. We review the early stage investing world in the face of coronavirus in a very timely conversation, which is one that will remain valuable once this crisis is done. We discuss enterprise and consumer, funding and growth, and the entrepreneurial spirit in the face of a crisis. Please enjoy. This episode is brought to by Koyfin. For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club, where you’ll get a full investor curriculum and the...
2020-03-1340 min
Invest Like the Best with Patrick O'ShaughnessyBill Gurley – Direct Listing vs. IPOMy 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 interest in the investing community in recent months: the comparison between bringing a company public through a traditional IPO vs. what’s known as a direct listing. As a third party observer with no real dog in the hunt (as we don’t buy IPOs at O’Shaughnessy Asset Management), I thought this was a small and nuanced issue. I’ve therefore been surprised by the strength of opinions on both sid...
2019-09-2448 min
Waypoint RadioEpisode 260: Sexual Harassment in the Games IndustryContent Warning for discussions of Sexual Harassment and Sexual Assault - segment ends 27 minutes in.In the past week, we've seen a slew of survivors of sexual assault and harassment in the games industry take to social media to speak about their traumas. As this wave of accusations began, Motherboard's Lauren Kaori Gurley spoke with three of the survivors. She's joined by Danielle, Rob, Patrick, and Cado as they discuss sexual harassment in the workplace and the power dynamics that surround it.After the break, Danielle brings us the aptly seasonal Knights and...
2019-08-301h 52
North Star PodcastTren Griffin: The Love of LearningMy guest today is Tren Griffin, a Senior Director at Microsoft and the man behind an excellent blog called 25IQ. Tren is one of the most prolific writers I know. He’s written books about negotiation, entrepreneurship, and Charlie Munger. He published an article every week for almost six years, and because of all that hard work, he’s now posted more than 1.3 million words online. We start the conversation by talking about his writing process. Then, we talk about distribution in the cellular business, Software-as-a-Service business models, and lessons from his legendary entrepreneur Craig McCaw. After an afternoon with Tren, I...
2019-07-291h 36
Invest Like the Best with Patrick O'ShaughnessyBill Gurley – All Things Business and InvestingMy guest this week is Bill Gurley, a general partner at Benchmark Capital and one my favorite investment thinkers. As you’ll hear, despite enormous success through his career, Bill is clearly still in love with business and investing. Where many might discuss past glories, I’ve been incredibly impressed with how both Bill and his partners emphasize the current portfolio and market landscape. I’m thankful to have had the chance to speak with him in this format. I hope you enjoy our conversation. For more episodes go to InvestorFieldGuide.com/podcast. Sign up for th...
2019-07-021h 09
Cautiously Optimistic PodcastCAUTIOUSLY OPTIMISTIC 79 - THIS GURLEY'S ON FIREINTRO (0:00 - 27:19)
- Nick's Bitmoji
- Eminem responds to MGK
- Drake, Kanye, Maroon 5
- USC football struggles
- Space Jam 2
MLB (27:20 - 34:49)
- Dodgers rolling
- postseason outlook
LUCKY BOY (34:50 - 36:19)
- thanks to our proud sponsor
- more info: luckyboyburgers.com/
NFL (36:20 - 58:59)
- Fitzmagic continues
- Clay Matthews penalty
- Patrick Mah-O-M-G
- halftime retirement
- Boston Tree Party (Josh Gordon)
- Week 3 upsets/locks
2019-05-131h 17