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Exploring the ideas, methods, and stories of people that will help you better invest your time and money. Learn more and stay-up-to-date at InvestorFieldGuide.com

Invest Like the Best Patrick O'Shaughnessy

    • Geldanlage

Exploring the ideas, methods, and stories of people that will help you better invest your time and money. Learn more and stay-up-to-date at InvestorFieldGuide.com

    Rebecca Kaden – Thesis Driven Investing - [Invest Like the Best, EP.155]

    Rebecca Kaden – Thesis Driven Investing - [Invest Like the Best, EP.155]

    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 of our conversation. Rebecca walks us through the evolution of USV’s thesis into its third generation, and from there we explore many of the most interesting and exciting areas of business, technology, and learning. Please enjoy our conversation
    For more episodes go to InvestorFieldGuide.com/podcast.
    Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.
    Follow Patrick on Twitter at @patrick_oshag
    Show Notes
    1:11 – (First Question) – An overview of Union Square Ventures Thesis 3.0
    7:49 – Core changes that can help any community
    9:59 – Ways to fix the broken education system
    13:41 – Gap between job preparedness and the education system
    14:44 – Companies creating education systems to prepare people for careers in their field
    18:49 – Most unique technological solution for people to educate themselves
    22:00 – Ways to improve access to capital
    26:49 – The distribution problem in capital markets
    28:19 – How does she assess an early-stage company and its team’s ability to assess their ability to maximize distribution
    30:56 – Digital marketing and why it could be broken
    34:22 – Examples of masterful marketing
    36:07 – How they are focused on improving wellbeing, their first focus on healthcare
    39:35 – Wellbeing on their focus on community
                41:29– The Art of Community: Seven Principles for Belonging
    45:30 – Her thoughts on mentorship
    48:23 – What she has learned in her time at USV
    51:50 – Kindest thing anyone has done for Rebecca
    Learn More
    For more episodes go to InvestorFieldGuide.com/podcast. 
    Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub
    Follow Patrick on Twitter at @patrick_oshag

    • 54 Min.
    Matt Clifford – Investing Pre-Company - [Invest Like the Best, EP.154]

    Matt Clifford – Investing Pre-Company - [Invest Like the Best, EP.154]

    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 helping the best people in cities around the world find a co-founder, develop an idea, and start a company. So far, they’ve helped 1000 people start 200 companies worth a combined $1.5B. This conversation covers their entire ecosystem and holds lessons for anyone building a business. I especially loved Matt’s ideas on the history of ambition.
     
    Please enjoy our conversation.
     
    For more episodes go to InvestorFieldGuide.com/podcast.
    Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.
    Follow Patrick on Twitter at @patrick_oshag
     
    Show Notes
    1:20 – (First Question) – An overview on talent investing
    4:37 – The history of ambition
    10:08 – How do they search for ambitious people
    12:21 – What happens early on for these formed teams
    17:43 – Assigning an idea to a talented team
    20:52 – Opportunities in deep technology
    27:16 – A closer look at the hardware and machinery of the deep technology changes
    30:54 – The geographical focus of venture capital investments
    37:16 – Problems with the way early-stage investment world works
    41:22 – People who are creating value in a management company and how they manage their investments
    55:12 – Advice to people creating investment companies and pricing power
    1:00:31 – The power of cities
    1:02:46 – Topics they cover in their newsletter; technological sovereignty as one example
    1:04:11 – Experience and thoughts on China
                1:06:51 – A.I. Nationalism
    1:12:03 – Kindest thing anyone has done for Matt
     
    Learn More
    For more episodes go to InvestorFieldGuide.com/podcast. 
    Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub
    Follow Patrick on twitter at @patrick_oshag

    • 1 Std. 14 Min.
    Peter Buffett – Finding Your Note - [Invest Like the Best, EP.153]

    Peter Buffett – Finding Your Note - [Invest Like the Best, EP.153]

    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 author and co-chair of the NoVo Foundation. We discuss music, community, philanthropy, and finding one's note in life. This is a very different episode much more about life in general, with no business or investing discussed. Like his father Warren, Peter has the gene for phrasing ideas in memorable ways, and I think you’ll find many great phrases in this chat that will stick with you. I’ve been thinking about Peter's idea making sure those in your life are safe, seen, and celebrated ever since our chat.
    Please enjoy.
    For more episodes go to InvestorFieldGuide.com/podcast.
    Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.
    Follow Patrick on Twitter at @patrick_oshag 
    Show Notes
    1:27 - (First Question) – Welcome and small talk
    1:35 – Why Peter is in Kingston and how it plays into his foundation work
    4:01 – How moving from the city to the country changed Peter
    6:27 – Seeing connections vs living abstractions
    7:30 – What is the Nova Foundation
    11:03 – Historical points that inform his views
    13:51 – Identifying qualitative negative side effects and which ones they are attacking
    17:51 – What makes for effective community 
    20:22 – Linkage between consumption and individualism
    23:55 – The cultivation of work ethic, curiosity, and education
                23:57 – Life Is What You Make It: Find Your Own Path to Fulfillment
    27:22 – Early exploration of his curiosity
    32:26 – What has music taught Peter about music that is unique to that experience
    34:26 – Most memorable question a person has asked Peter at his concert and conversation series
    36:46 – What makes for good relationships, in particular marriage
    42:03 – What keeps people from putting in the work into a relationship
    45:11 – What he has learned about being a good friend
    46:29 – How does one person have a relationship with a large community
    49:21 – Dark sides of the philanthropic world
                49:54 – The Charitable-Industrial Complex
    53:21 – Dignity: Seeking Respect in Back Row America
    55:55 – What one spot would he send everyone to learn
    57:48 – Traumas and helping people find their note
                57:49 – The Body Keeps the Score: Brain, Mind, and Body in the Healing of Trauma
                1:00:38 – How to Change Your Mind: What the New Science of Psychedelics Teaches Us About Consciousness, Dying, Addiction, Depression, and Transcendence
    1:02:24 – What is he most interested in right now: how to best use Nova’s funds
    1:04:45 – Lessons from family
    1:07:22 – Kindest thing anyone has done for Peter
    Learn More
    For more episodes go to InvestorFieldGuide.com/podcast. 
    Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub
    Follow Patrick on twitter at @patrick_oshag

    • 1 Std. 9 Min.
    Ben Savage – All Things Fintech Investing - [Invest Like the Best, EP.152]

    Ben Savage – All Things Fintech Investing - [Invest Like the Best, EP.152]

    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 conversation.

    I’ve been making the fintech is rounds of late, and plan on making a few of these conversations public. Ben is the first in what may be a mini-series because of the sheer amount I learned in our discussion.

    We cover all aspects of the fintech ecosystem. I hope you enjoy.
    For more episodes go to InvestorFieldGuide.com/podcast.
    Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.
    Follow Patrick on Twitter at @patrick_oshag
     Show Notes
    1:15 (First Question) – The market portfolio and how technology will move us away from liquid markets
    7:24 – Businesses that are making assets that weren’t investable, investable
                9:11 – Ryan Caldbeck Podcast Episode
    12:03 – Most interesting places where technology is creating investment opportunities
    18:33 – Assets that are likely to tap into new sources of beta
    23:46 – How well are investors prepared for the changes that are coming
    28:35 – Trends in asset management with technology
    33:05 – View on cryptocurrency and blockchain
    36:45 – Places where startups can reduce costs/fees and create efficiencies
    40:17 – Views on private equity markets and their future
    45:40 – Privilege of access problem
    48:50 – Verticals in fintech that are interesting to him
    59:53 – The importance of focus and niche
    1:02:26 – Kindest thing anyone has done for Ben
     
    Learn More
    For more episodes go to InvestorFieldGuide.com/podcast. 
    Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub
    Follow Patrick on twitter at @patrick_oshag

    • 1 Std. 5 Min.
    Jeff Ma – Making Decisions with Data - [Invest Like the Best, EP.151]

    Jeff Ma – Making Decisions with Data - [Invest Like the Best, EP.151]

    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 fields of analytics and data science. He’s studied sports betting and analytics, built companies for analyzing human capital, and ran the data science and analytics group at Twitter. Here are links to his book, blog, and podcast.

    Our discussion is about a number of fascinating ways data is being used to make decisions in the worlds of sports and business. Please enjoy!
    For more episodes go to InvestorFieldGuide.com/podcast.
    Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.
    Follow Patrick on Twitter at @patrick_oshag
     
    Show Notes
    1:20 - (First Question) – How quantitative analytics have evolved in sports and how they’re being used
    4:26 – Best role of humans in the analysis process
    8:38 – Sports that are most interesting to observe through analytics
    10:26 – How does luck play into sports analysis
    11:54 – Team analytics vs better analytics
    12:38 – Concentration of success among sports betters and their moats
    14:58 – Favorite lessons learned from professional gamblers
    16:45 – How analytics got introduced into gambling
    19:21 – Understanding one’s own biases
    24:04 – How he became VP of analytics at Twitter
    28:37 – Primary lessons from the work evaluating human capital and talent with analytics
                28:59 – Niel Roberson Podcast Episode
    31:40 – How to model people for success when hiring
    33:29 – How to hire the right data scientists’ team
    37:54 – Most interesting problems they tackled at twitter
    42:31 – Responsibility of social platforms to police itself
    45:34 – Areas that would interest him in the future as an investor
    49:24 – Kindest thing anyone has done for Jeff
    51:50 – Values instilled in him by his parents.
     
    Learn More
    For more episodes go to InvestorFieldGuide.com/podcast. 
    Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub
    Follow Patrick on twitter at @patrick_oshag

    • 53 Min.
    Vaughn Tan – Quality and Innovation - [Invest Like the Best, EP.150]

    Vaughn Tan – Quality and Innovation - [Invest Like the Best, EP.150]

    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 infantry signals logistician in the Republic of Singapore Army, then worked at Google on advertising, Earth, Maps, spaceflight, and Fusion Tables. He’s also been a wood sculptor.

    But the topic of our conversation is how to foster quality and innovation in ourselves and inside of companies—lessons he learned in part by studying inside some of the world’s best restaurants.

    If you enjoy this conversation, I recommend you also check out his new book, The Uncertainty Mindset Innovation Insights from the Frontiers of Food. Please enjoy my conversation with Vaughn Tan.
     
    For more episodes go to InvestorFieldGuide.com/podcast.
    Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.
    Follow Patrick on Twitter at @patrick_oshag
     
    Show Notes
    1:33 - (First Question) – Interesting ways to identify high quality
    5:06 – The current problem with the way we think about the world
    8:56 – How people think about their careers and college
    11:21 – Uncertainty vs risk, and productive discomfort
    19:08 – Cultivation of discomfort for an individual
    24:05 – Successful innovation cultures
    32:25 – Analyzing quality and restaurant bread
    37:43 – The Slug idea
    40:43 – His research project where he observed restaurants
    45:44 – How do people mandate their own structure in the face of uncertainty
    53:46 – How employees should approach this rent-to-buy hiring structure
    57:17 – Example of someone who took advantage of uncertainty time
    1:00:05 – Playful adults
                1:00:07 – Jerry Neumann Podcast Episode
    1:03:10 – Other changes companies can make to their culture to be more innovative
    1:08:19 – The difference between simplicity and complexity
    1:11:12 – How he applies his thinking into several different ideas, like Cannabis
    1:16:17 – Asking the right question
                1:19:05 – Andy Rachleff Podcast Episode
    1:20:19 – Kindest thing anyone has done for Vaughn
     
    Learn More
    For more episodes go to InvestorFieldGuide.com/podcast. 
    Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub
    Follow Patrick on twitter at @patrick_oshag

    • 1 Std. 21 Min.

Kundenrezensionen

Max-,,.. ,

Best investiert Podcast

I love the wide range of topics, the interview partners and the way the question are being asked. I also think this is not only a great investor podcast, but also a great source I’d information for entrepreneurs.

markomanie ,

Great Semper Episode

Just listened to the episode with Chris B from Semper Augustus. It is a great interaction between host Patrick and Chris. Love it. AAA quality.

Steinius ,

Awesome Podcast

Really informative and interesting podcast to listen to.
Great guests and a wide range of topics are covered.

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