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Invest Like the Best with Patrick O'Shaughnessy

Podcasts · Investing

Invest Like the Best with Patrick O'Shaughnessy

338 episodes · 5 with AI analysis

AI Intelligence · across all analyzed episodes

Topics · top 10

Glass-Steagall Repeal and Financial Deregulation (1999)Basel III Capital and Liquidity RequirementsAsset-Liability Mismatch Risk in Private MarketsFactory Model vs. Artisanal Investment ApproachesPrivate Credit Growth and Underwriting Standards DegradationSeparately Managed Accounts (SMAs) and Institutional Capital FlowsWealth Channel Democratization of AlternativesPerpetual Private BDCs and Redemption MechanicsFee-Related Earnings (FRE) Multiples and Incentive AlignmentCreative Destruction and AI-Driven Industry Disruption

Analyzed Episodes

Apr 8, 2026

Alan Waxman - Private Credit and the Modern Financial System - [Invest Like the Best, EP.466]

Glass-Steagall Repeal and Financial Deregulation (1999)Basel III Capital and Liquidity RequirementsAsset-Liability Mismatch Risk in Private Markets
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Feb 3, 2026

Ben Horowitz - Backing America’s Future - [Invest Like the Best, EP.457]

AI Impact on Software Development and ProductivityVenture Capital Firm Scaling and Multi-Stage InvestingAmerican Technological Competitiveness vs. Global Rivals
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Feb 24, 2026

Dan Sundheim - The Art of Public and Private Market Investing - [Invest Like the Best, EP.460]

Public vs. Private Market Investing DynamicsLLM Business Model Economics and Competitive DynamicsAI Scaling Laws and Capital Requirements
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Feb 18, 2026

Josh Kushner - Concentration and Conviction - [Invest Like the Best, EP.459]

Concentrated portfolio strategy and conviction investingFounder-centric partnership model in venture capitalSmall team culture and organizational design
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Feb 10, 2026

Alex Behring and Daniel Schwartz - Inside 3G Capital - [Invest Like the Best, EP.458]

One investment per fund concentration strategyOperator-led investment approach and CEO experienceBusiness quality assessment and disruption risk evaluation
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