Invest Like the Best with Patrick O'Shaughnessy
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Invest Like the Best with Patrick O'Shaughnessy
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10 episodi![Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI - [Invest Like the Best, EP.451]](https://megaphone.imgix.net/podcasts/d97fee14-d4d7-11f0-8951-8324b640c1c1/image/d3a8b5ecbf3957de5b91f278a191c9ff.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI - [Invest Like the Best, EP.451]
My guest this week is Gavin Baker. Gavin is the managing partner and CIO of Atreides Management, and he has been on the show many times before.
...
![Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]](https://megaphone.imgix.net/podcasts/90e6e3e6-c984-11f0-ae5f-27bb851bdc56/image/608fac468f77cb3014e96336896d96de.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
Martín Escobari - Inside General Atlantic - [Invest Like the Best, EP.449]
My guest today is Martín Escobari. Martín is Co-President and Head of Global Growth Equity at General Atlantic.
We talk about General Atl...
![Ari Emanuel - The Anti-AI Bet - [Invest Like the Best, EP.448]](https://megaphone.imgix.net/podcasts/c5910280-c4dd-11f0-94be-ab6a7a5865b0/image/1e5a2263eb62fcde200846919e24419a.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
Ari Emanuel - The Anti-AI Bet - [Invest Like the Best, EP.448]
My guest today is Ari Emanuel. Ari runs one of the most influential portfolios in global sports, entertainment, and media. He oversees TKO, which incl...
![Wolfgang Hammer - The Power of Story - [Invest Like the Best, EP.447]](https://megaphone.imgix.net/podcasts/adaa55e4-bead-11f0-a5d6-a799713dc0a0/image/a76713c3a8fb2abf443f9164703734c5.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
Wolfgang Hammer - The Power of Story - [Invest Like the Best, EP.447]
My guest today is my friend Wolfgang Hammer. Wolfgang is a successful film producer and executive who helped create House of Cards and ran several maj...
![Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]](https://megaphone.imgix.net/podcasts/b29cbd80-b93a-11f0-a1b7-2b977c9469a2/image/39f7864ea628f71a81b94662bd4a86df.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
Luca Ferrari - Building Bending Spoons - [Invest Like the Best, EP.446]
My guest today is Luca Ferrari. Luca is the co-founder and CEO of Bending Spoons, which he describes as 25 percent private equity and 75 percent techn...
![Kevin Kelly - Be Generous and Unique - [Invest Like the Best, CLASSICS]](https://megaphone.imgix.net/podcasts/9e957b1c-b60e-11f0-8fae-c3720ebd149d/image/fe443cb4b0d58f10dbccb1cf43a6abe2.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
Kevin Kelly - Be Generous and Unique - [Invest Like the Best, CLASSICS]
Welcome to this classic episode. Classics are my favorite episodes from the past 10 years, published once a month. These are N of 1 conversations with...
![Ken Langone - The American Dream - [Invest Like the Best, REPLAY]](https://megaphone.imgix.net/podcasts/1fe2ef5a-b37c-11f0-8838-43577722245c/image/5af8e55602656bc4ee743b03d548acba.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
Ken Langone - The American Dream - [Invest Like the Best, REPLAY]
Today I am replaying my conversation with Ken Langone. Ken is a legendary American businessman best known for his co-founding of Home Depot. He is als...
![Karim Atiyeh - Building Ramp - [Invest Like the Best, EP.445]](https://megaphone.imgix.net/podcasts/cae7f966-ae33-11f0-8236-4fd7e9c6dce4/image/0fb181429122f7588081e39bfdcb7fdb.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
Karim Atiyeh - Building Ramp - [Invest Like the Best, EP.445]
My guest today is Karim Atiyeh. Karim is the co-founder and CTO of Ramp, the fastest-growing finance automation platform in history, reaching over $1...
![Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]](https://megaphone.imgix.net/podcasts/e1599a88-a9f6-11f0-b532-e3695bb27d60/image/0f5c07552cef2689e5834d56786ad6f1.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]
My guest today is Dan Wang. Dan is a technology analyst and author who spent six years living in China studying its manufacturing ecosystem and tech d...
![Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]](https://megaphone.imgix.net/podcasts/799253cc-9de9-11f0-8661-ab7b8e3cb4c1/image/d41d3a6f422989dc957ef10da7ad4551.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress)
Dylan Patel - Inside the Trillion-Dollar AI Buildout - [Invest Like the Best, EP.442]
My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infras...