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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

    • 투자

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

    Gavin Baker – Update of the Bull Case for Equities - [Invest Like the Best, EP.167]

    Gavin Baker – Update of the Bull Case for Equities - [Invest Like the Best, EP.167]

    My guest today is with past guest Gavin Baker, the founder and CIO of Atreides Management, LP. We discuss investing during a bear market and the major ways in which the COVID19 outbreak has dramatically altered the investment landscape. Please enjoy my second conversation with Gavin Baker.
    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 then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.
    Follow Patrick on Twitter at @patrick_oshag
     
    Show Notes
    (1:40) – How he sees the markets right now
    (3:06) – How he handles information uncertainty and the value spreads
    (5:53) – Trading in today’s market and the volatility
    (9:45) – How the economic activity squares with the amount of stimulus being pumped into the market
                (13:11) – Market Wizards: Interviews with Top Traders
    (13:56) – Asset tests for individual companies in this environment
                (19:09) – This Time Is Different: Eight Centuries of Financial Folly
    (20:45) – His take on software companies during the crisis
    (28:57) – Fast pace of change during extreme times of duress
    (35:14) – Space as a service
    (39:52) – Attention and time inside digital universes and how investors can take advantage
    (46:17) – Why chaos is a ladder
                (50:42) – It Was a Very Good Year: Extraordinary Moments in Stock Market History
     
    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

    • 53분
    D.A. Wallach – Investing in Healthcare - [Invest Like the Best, EP.166]

    D.A. Wallach – Investing in Healthcare - [Invest Like the Best, EP.166]

    My guest today is D.A. Wallach, one of the more interesting investors I’ve come across. He is the former lead singer of the group Chester French and the former artist-in-residence at Spotify, where he was also an early investor. While he’s also an early investor in companies like SpaceX, his focus the last 5 years has been on early stage health care investing, which is the topic of this conversation. We discuss the entire life sciences and heath care investing ecosystem. This was recorded in the very early days of the Coronavirus outbreak so while we touch on it briefly it isn’t the primary focus, and I intend on returning to more traditional episodes like this one in the coming weeks, meant to be evergreen conversations. Please enjoy my conversation with D.A. Wallach.
    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
    1:31 – (First question) – Where is interest in healthcare started
    4:04 – How to categorize health services
    5:13 – The product of medicine
    6:56 – How medicine is changing in 2020
    10:17 – What is enabling innovation in medicine
    12:41 – Manufacturing of solutions, gene therapy example
    17:16 – Using CRISPR
    19:47 – Pros and cons, and the morality of gene intervention
    23:44 – How progress is being made in medical breakthroughs
    26:51 – What is the business and investment world seeing on the longevity side
    30:15 – What is next in the wearable medical tracking trend
    33:04 – The personalization of medical treatments
    34:31 – How he thinks about all of this from an investing standpoint
    36:37 – Exiting these companies
    39:41 – How he thinks about founders in this space
    42:35 – Drug prices
                42:46 – The Paradox of Pricing
    46:45 – What will lead to a change in the pricing of drugs
    49:05 – The delivery side of healthcare
    51:09 – Investments that could improve the delivery side of healthcare
    53:33 – Thoughts on the anti-interventionist line of thinking in the medical world
    57:50 – Lessons from his health portfolio
    1:02:33 – Other frontiers that pique his interest, including gut biome
    1:06:46 – His career in music
    1:08:20 – Lessons he learned during his time in the music industry
    1:10:19 – Opportunities in the music industry as an investor
    1:12:29 – Kindest thing anyone has done for DA
     
    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 hrs 15분
    Chad Cascarilla – Update on Tail Risk - [Invest Like the Best, EP.165]

    Chad Cascarilla – Update on Tail Risk - [Invest Like the Best, EP.165]

    My guest today is Chad Cascarilla, here to discuss some of the tail risks in the economy and markets as of March 24th in the midst of the Coronavirus pandemic. Chad was one of the most successful investors during the global financial crisis with a specialty in the banking and finance systems. He now runs Paxos, a trust company which trades and custodies unique products like pax gold, bitcoin, and other tokenized assets including simple pax dollars. I feel it is important to avoid confirmation bias in times like this and not just talk to people are optimistic or long, and while I still believe this is ultimately a positive and optimistic conversation, Chad acknowledges and outlines scenarios that few are talking about yet in the markets.
     
    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 then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.
    Follow Patrick on Twitter at @patrick_oshag
     
    Show Notes
    (2:04) – (First question) – Today’s market and the porridge scenario
    (7:38) – Risks to the market that people aren’t focused on
    (10:54) – What lessons from 2008 do we need to heed this time
    (13:07) – How does he think about inflation on the other side of this crisis
    (16:02) – What does a too cold recovery look like
    (20:35) – Benefits of nationalizing the banks vs pumping liquidity
    (24:13) – What does the just right recovery look like
    (25:24) – Assets that might be ideal to hold in a too hot or too cold scenario
    (29:00) – His take on how Bitcoin has performed during this crisis
    (31:53) – The US’s inherent strengths compared to the rest of the global economy
    (34:50) – Advice for people
                (38:59) – Paxos.com
    (39:48) – What is he monitoring to see which way things shake out
     
    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

    • 43분
    Brent Beshore – Update on Small Business and Private Equity - [Invest Like the Best, EP.164]

    Brent Beshore – Update on Small Business and Private Equity - [Invest Like the Best, EP.164]

    My conversation today is with my close friend Brent Beshore. Brent is a private equity investor who owns and interacts with many small businesses, which have been hit especially hard by COVID. We discuss the various impacts that COVID has had and may have on both small business and the private equity investing community. Brent also proposes some policy actions which he thinks may help those most in need. 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
    1:13 – (First question) – What Brent sees as the current landscape for small businesses
    3:25 – The real problem for small businesses right now
    6:02 – How long can small businesses survive these freezes
    9:14 – Ideas to help businesses stay afloat during a global shutdown
    11:01 – The cost of restarting businesses on the other side of this  
    13:41 – Policies that could help
                14:30 – government co-paying some business expenses
                16:05 – Suspending payroll taxes
                16:17 – The small business bond
                18:00 – Wider latitude for banks
    20:03 – How effective would Brent’s ideas actually be at lessening the pain
    22:41 – A look at how things look in the private equity complex
    25:39 – What are the potential opportunities out there
    29:24 – What is a balance sheet product
    32:00 – How this is personally impacting Brent
    34:20 – How this is personally impacting Patrick
    35:45 – Importance of relationships for personal health
    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

    • 38분
    Dan Rasmussen – Investing Through a Crisis - [Invest Like the Best, EP.163]

    Dan Rasmussen – Investing Through a Crisis - [Invest Like the Best, EP.163]

    My guest this morning is Dan Rasmussen of Verdad Capital. Like me, Dan and his firm focus on quantitative research. Just a month before the COVID crisis hit markets, they completely and published a study on investing during periods of market crisis, which is the topic of this conversation. We discuss what works and what doesn’t during and after acute periods of panic in markets. I think you’ll find it extremely informative. Because Dan’s firm and my own share many beliefs about investing and conduct similar flavors of research, I try to offer devil’s advocate questions throughout. 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 then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.
    Follow Patrick on Twitter at @patrick_oshag 
    Show Notes
    1:54 – (First question) – What he sees in the markets today given the atmosphere right now
    4:26 – An overview of their study: Crisis Investing: How to Maximize Return During Market Panics
    8:38 – How things get more predictable during crisis
    11:15 – The length of these crises and assets they focused on
    12:40 – What happens to bonds and credit during these times
    15:50 – Geography of crises
    18:14 – How does this impact the philosophy of just index investing
    20:40 – Positioning of value in this market
    27:50 – Lessons from other crises
    32:21 – Importance of a blended factor approach
    35:44 – Role of momentum
    38:10 – What else he is paying attention to during this crisis
    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

    • 42분
    Bill Gurley and Chetan Puttagunta – An Update on Consumer & Enterprise Venture Capital - [Invest Like the Best, EP.162]

    Bill Gurley and Chetan Puttagunta – An Update on Consumer & Enterprise Venture Capital - [Invest Like the Best, EP.162]

    My 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 then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub.
    Follow Patrick on Twitter at @patrick_oshag
     
    Show Notes
    1:44 – (First question) – Landscape for venture capital ecosystem
    6:47 – The experience in 2009 and the entrepreneurs that tend to rise to the top
    8:24 – The relationship between early stage companies and public investors
    10:45 – How this crisis impacts enterprise businesses vs the broader corporate sector
    14:46 – Advice for early stage companies in a period like this
    18:23 – What Chetan was doing during the last downturn and what he learned during it
    20:27 – Early stage vs late stage companies in this environment
                22:57 – On the Road to Recap
    23:00 – Benefits of being small in a period like this
    25:22 – How portfolio companies are responding and pivoting during this period
    29:33 – Best practices for remote companies
    31:39 – Themes that stand out during this period
    34:51 – Closing thoughts 
    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

    • 38분

사용자 리뷰

aj. k ,

Informative and resourceful talks!

Each show covers stories and knowledge in depth. Such an addictive show with quality that can’t resist to subscribe.

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