Best Colossus | Investing Podcasts (2024)

1
How Colossus built one of the largest investing-focused podcast networks 40:56

14d ago40:56

40:56

My newsletter: https://simonowens.substack.com/ When Patrick O’Shaughnessy launched his podcast Invest Like the Best in 2016, he had no intention of building it into a media company. He just wanted to use it to interview the world’s best investing minds so that he could deepen his own understanding of the industry. But the show proved to be a huge …

1
Gavin Baker - AI, Semiconductors, and the Robotic Frontier - [Invest Like the Best, EP.385] 1:31:26

7h ago1:31:26

1:31:26

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. He is one of my favorite investors to talk to and this may be my favorite conversation with him. Gavin first started covering Nvidia as an investor at the turn of the millennium, making him the perfect gues…

1
Nik Lentz: UFC Fighter Turned Trader - [Making Markets, REPLAY] 46:32

6h ago46:32

46:32

Today, we're replaying my episode with Nik “The Carny” Lentz. It's not every day you talk to a UFC fighter turned trader. And this conversation is both intense and insightful. We start by talking about Nik's journey from a difficult childhood to a UFC career and his philosophy on fighting, parenting, and life. We then cover his move to trading deri…

1
How Tim Burrowes helped build Mumbrella into a $7 million media brand 56:04

2d ago56:04

56:04

My newsletter: https://simonowens.substack.com/ Like a lot of journalists in the mid-2000s, Tim Burrowes grew frustrated with his employer’s print mentality and its tendency to treat online publishing as an afterthought. At the time, he worked for an Australian trade magazine that covered that country’s media industry. So in 2008, he and two co-fou…

1
A Conversation with Charlie Munger & John Collison - [Invest Like the Best, REPLAY] 1:40:06

19m ago1:40:06

1:40:06

Today, we’re replaying a conversation between John Collison and Charlie Munger that we first aired on 5 December 2023. Charlie said, “The best thing a human being can do is to help another human being know more.” He does just that in this interview. Please enjoy, and may Charlie Rest in Peace. For the full show notes, transcript, and links to menti…

1
Saurabh Mukherjea: The Case for Investing in India - [Making Markets, EP.42] 36:50

7d ago36:50

36:50

My guest today is Saurabh Mukherjea, the founder and Chief Investment Officer of Marcellus Investment Managers. Saurabh is one of the most articulate fund managers in India, and today, he lays out a compelling case for investing in the country. We start by contrasting India with China and explaining why China receives all the attention despite the …

1
Vlad Tenev - Navigating Robinhood's Evolution - [Invest Like the Best, EP.384] 1:18:13

10h ago1:18:13

1:18:13

My guest today is Vlad Tenev. Vlad is the CEO and co-founder of Robinhood. It was such a treat to sit down with him and discuss the behind-the-scenes of a revolutionary business we all know well. He details Robinhood’s journey to zero-cost trading and what it means to build a consumer-centric financial product. Vlad believes in finding the harmonie…

1
Herman Narula: Enabling the Metaverse - [Making Markets, EP.41] 49:18

4d ago49:18

49:18

My guest this week is Herman Narula, the CEO of Improbable. Improbable is an ambitious company that is building the infrastructure for an open metaverse. We dive into his vision for the metaverse, the technical requirements, the economic model, the role of blockchain, and more. We also cover the issues with AI regulations and the gaming industry. P…

1
How Alex Halperin built WeedWeek, a B2B outlet that covers California's cannabis industry 36:56

5d ago36:56

36:56

My newsletter: https://simonowens.substack.com/ When Alex Halperin launched WeedWeek in 2015, he was entering an industry that had nothing but growth ahead of it. But what he didn’t expect was that the fragmented legalization across states meant that it’d be difficult to build a national audience. So a few years ago he pivoted to just covering Cali…

1
Sarah Guo - The Power of Conviction - [Invest Like the Best, EP.383] 1:13:08

7d ago1:13:08

1:13:08

My guest today is Sarah Guo. Sarah is the founder and CEO of Conviction, an early-stage venture capital firm built to serve AI companies. She started Conviction in 2022 after 9 years at Greylock because she believes AI is the most important technological advancement of our lifetime. In our conversation, Sarah discusses the challenges and rewards of…

1
How Mission Local spun off from UC Berkeley and became a self-sustaining news outlet 32:00

22d ago32:00

32:00

My newsletter: https://simonowens.substack.com/ One of the great things about being a college journalism major today is that it’s incredibly easy for professors to build their own news sites and allow students to experience every aspect of the publishing process. Not that long ago, journalism students had few avenues for publication outside their c…

1
Paul, Rick & Friends - School's Out For Summer - [Art of Investing, EP.20] 2:54:17

22d ago2:54:17

2:54:17

We are back with a summer special and to celebrate, we have a cast of teachers joining us. In this episode, you’ll hear from the Mount Rushmore of business podcasters–Patrick O’Shaughnessy, David Senra, and Acquired’s David and Ben–as well as two of our favorite entrepreneurs. We’ll also reflect on what we’ve learned from our guests, from hosting t…

1
Sajith Pai: Unpacking India - [Making Markets, EP.40] 40:58

23d ago40:58

40:58

My guest today is Sajith Pai, a VC at Blume Ventures. Sajith is one of the leading thinkers on India, and today he takes us on a journey to understand this massive, fast-growing, and challenging market. We cover many of the unique features that define the country, such as the lack of trust and the low levels of debt. We also talk about segmenting t…

1
Hemant Taneja - Engineering Global Resilience - [Invest Like the Best, EP.382] 1:03:26

27d ago1:03:26

1:03:26

My guest today is Hemant Taneja. Hemant is the CEO and Managing Director of General Catalyst, the global venture capital firm you’ll hear us refer to as GC. GC has set out to build resiliency across critical industries worldwide. The firm leverages technology to retool sectors such as healthcare, energy, defense, and manufacturing and explores inno…

1
Quarterly Market Recap: Q2 2024 - [Making Markets, EP.39] 29:40

29d ago29:40

29:40

In this quarterly recap, Matt turns the mic on Eric to delve into the remarkable performance of Q2, with the S&P up 4% and NASDAQ up 8%. They discuss the ongoing market strength, particularly driven by mega-cap growth companies and AI investment. The conversation covers the complexities active managers face, the unique AI spending cycle, the role o…

1
Jeremy Giffon - Special Situations in Private Markets - [Invest Like the Best, Replay] 1:42:33

1M ago1:42:33

1:42:33

Today we are replaying one of our most popular episodes from last year with Jeremy Giffon. I spend all my time trying to find people who have some “singularity” to them. People who seem like they can do an N of 1 something. Having spent many days with Jeremy, he strikes me as one of those people. He was the first employee and general partner at pri…

1
Nat Eliason: The Wild World of Crypto - [Making Markets, EP.38] 54:47

1M ago54:47

54:47

My guest today is Nat Eliason, an internet creator and writer of the new book Crypto Confidential. Nat takes us on his wild journey in Crypto, where he made and lost millions, worked on exciting projects, and suffered through hacks and scams. We also talk about the Olympus project, how he’s built a career on being early and why he’s devoting the ne…

1
Mastering Podcast Monetization with Matthew Sherry - [Making Media, EP.62] 59:05

27d ago59:05

59:05

Our guest today is Matthew Sherry, co-founder and CEO of Platform Media. Founded in 2021, the business is home to some of the UK’s biggest podcasts and was acquired earlier this year for an eight-figure sum. The business was founded to solve the two biggest problems in podcasting: distribution and monetization. Through a savvy social strategy and b…

1
How Gary Arndt built Everything Everywhere, a podcast with 1.5 million monthly downloads 52:06

27d ago52:06

52:06

My newsletter: https://simonowens.substack.com/ What does a professional travel photographer do when all international flights are shut down due to a global pandemic? That’s a question Gary Arndt found himself asking in the early months of 2020. By that point, he had built up millions of social media followers and an entire career from snapping pho…

351
David Senra - Passion & Pain - [Invest Like the Best, Replay] 1:22:07

28d ago1:22:07

1:22:07

Today, we are replaying what we call a forever episode, which are the few episodes of our show that we think will be as popular a decade from now as they are today. Every time I re-listen to this episode with David Senra, I leave wildly energized and wanting to share that feeling. So we are re-releasing it today for anyone who missed it the first t…

1
Richard Teng: Binance's Next Chapter - [Making Markets, EP.37] 56:38

1M ago56:38

56:38

My guest today is Richard Teng, the CEO of Binance. As a former regulator in Abu Dhabi, Richard was instrumental in making the city one of the world’s friendliest places for crypto. Today, he leads the world's largest crypto exchange into the post-CZ era. We talk about the painful lesson of the past year, working with regulators and putting the cus…

1
Martin Casado - Entering Uncharted AI Territory - [Invest Like the Best, EP.381] 1:06:33

1M ago1:06:33

1:06:33

My guest today is Martin Casado. Martin is a partner at Andreessen Horowitz and first joined me on Invest Like the Best in 2022. So much has changed since then, and it was awesome to have Martin back to discuss all of the different implications of this AI revolution. Before joining a16z, Martin pioneered software-defined networking and co-founded N…

1
Acquired - From Obsession to Profession [Art of Investing, REPLAY] 1:38:27

1M ago1:38:27

1:38:27

Today we are replaying our classroom session with Ben Gilbert and David Rosenthal, founders of Acquired, the podcasting sensation telling the stories and strategies of the world's great companies. In this episode, we turn the tables on Ben and David in order to discover their own stories and the fairy dust behind acquired success. We'll cover the h…

1
Phil Huber: The Case for Private Credit - [Making Markets, EP.36] 43:56

2M ago43:56

43:56

My guest this week is Phil Huber, the Head of Portfolio Solutions at Cliffwater. The private credit market has exploded recently, with Assets under management reaching a staggering $1.2T last year. I’ve been a little skeptical of this asset class, so I asked Phil to come on and convince me otherwise. We talk about the demand side of the equation, w…

1
Modest Proposal - AI Commoditization and Capital Dynamics - [Invest Like the Best, EP.380] 56:17

2M ago56:17

56:17

My guest today is Modest Proposal, joining me for our third conversation and the first in a few years. Modest is anonymous online, but one of the more thoughtful investors I know, overseeing a large pool of capital in public and private markets. He offers insight into many different corners of today’s landscape, covering AI’s frontier models versus…

1
B.B. Abbott: Nurturing Tomorrow's Baseball Stars - [Making Markets, EP.35] 38:04

2M ago38:04

38:04

My guest this week is B.B. Abbott. Over the past 25 years, BB has represented some of the generation’s biggest baseball stars, including Chipper Jones, Brian McCann, and past guest Corey Kluber. This was a short but action-packed episode, where we talked about the increasing intensity of childhood athletics, the economics of the player-agent model,…

1
How Jared Newman built Cord Cutter Weekly, a TV streaming newsletter with 32,000 subscribers 33:38

2M ago33:38

33:38

My newsletter: https://simonowens.substack.com/ When Jared Newman launched his Cord Cutter Weekly newsletter back in 2016, the streaming TV market was much smaller than it is today, with most TV networks either not having their own streaming app or requiring a cable subscription to access it. But as it turned out, he timed his launch perfectly, as …

1
Robert Greene - Optimizing Your Reality - [Invest Like the Best, EP.379] 1:01:33

2M ago1:01:33

1:01:33

My guest today is Robert Greene, author of many books but perhaps most famous for his books "48 Laws of Power" and "Mastery." He has spent his life studying why people behave like they do and why some go on to build great things. I love his idea of finding your life's purpose, which we explore in detail. Please enjoy my conversation with Robert Gre…

1
Bob Elliott: The Goldilocks Economy - [Making Markets, EP.34] 53:51

2M ago53:51

53:51

My guest this week is Bob Elliott, the CIO of Unlimited Funds. Before Unlimited, Bob was on the investment committee at Bridgewater and led Ray Dalio’s personal research team for a decade. I’m a big fan of Bob’s work and his twitter account and was excited to talk to him on all things Macro. We start by diving into the current market cycle and the …

1
Pat Grady - Relentless Application of Force - [Invest Like the Best, EP.378] 1:30:54

2M ago1:30:54

1:30:54

My guest today is Pat Grady, a longtime growth investor at Sequoia and one of the firms senior leaders. Pat has been a part of a long list of legendary investments, ranging from Snowflake, Zoom, ServiceNow, Qualtrics, Okta, Hubspot, Notion, and OpenAI, among many others. There aren't many investors who reference as well at Pat, both inside and outs…

1
Ben Gordon: Investing in Farmland - [Making Markets, EP.33] 46:54

2M ago46:54

46:54

My guest this week is Ben Gordon, the CEO of Fractal. At Fractal, Ben runs a unique strategy, providing farmers with equity capital and investors exposure to a differentiated and uncorrelated asset class. Ben starts by making the case for investing in farmland and explaining why institutional ownership remains low in the category. We then dive into…

1
Frank Blake - Leading By Example - [Invest Like the Best, EP.377] 1:02:44

2M ago1:02:44

1:02:44

My guest today is Frank Blake. Frank is the former chairman and CEO of Home Depot. I recently interviewed Home Depot co-founder Ken Langone and became fascinated by the business’s impressive lineup of leaders through the decades. Frank led the company from 2007 to 2014 and shares how he carried on the legacy of Ken and the others, upholding their c…

1
Ho Nam - Lessons in Venturing Differently - [Art of Investing, REPLAY] 1:45:58

2M ago1:45:58

1:45:58

Today, we are replaying our conversation with Ho Nam, co-founder of Altos Ventures. As the numbers go, Altos is one of the greatest venture capital firms of the last quarter century. We unpack Ho's origin story and the values that shaped him most as a person and investor, and then we then turn to Altos itself. Altos has emerged as one of the most e…

1
Adam Terry: The Rise of Cannabis Beverages - [Making Markets, EP.32] 51:25

2M ago51:25

51:25

My guest this week is Adam Terry, the co-founder and CEO of Cantrip. A few weeks ago, Aaron Edelheit came on the show and made the pitch for investing in Cannabis Beverages. Today, we talk to one of the leading operators in this space. This was a fun conversation where we really got into the weeds, pun intended, into the science of a very complicat…

1
Adam Sandow - The Power of Print Media - [Invest Like the Best, EP.376] 1:04:56

2M ago1:04:56

1:04:56

My guest today is Adam Sandow. Adam is the chairman and CEO of SANDOW Companies and the executive chairman and founder of Material Bank. He has built an entire ecosystem of businesses and brands that have brought him into the game of media, materials, and beyond. From creating the beauty product subscription model to getting magazines in the hands …

1
Tony Cappell: Underwriting the Cannabis Industry - [Making Markets, EP.31] 51:24

3M ago51:24

51:24

My guest today is Tony Cappell, the Founding Partner at Chicago Atlantic. In 2018, Tony saw an opportunity to do private credit in Cannabis and has since built Chicago Atlantic is the largest lender in the space. We start by talking about the early days of Chicago Atlantic. We then move on to the challenges of underwriting in Cannabis, his views on…

1
Howie Liu - Building Airtable - [Invest Like the Best, EP.375] 1:09:02

3M ago1:09:02

1:09:02

My guest today is Howie Liu. Howie is the co-founder and CEO of Airtable, a no-code app platform that allows teams to build on top of their shared data and create productive workflows. The business began in 2013 and now has use cases built out for over 300,000 organizations. As Airtable begins to integrate AI and the latest LLMs into its product, H…

1
Tom Dunleavy: The State of Web3 in 2024 - [Making Markets, EP.30] 41:48

3M ago41:48

41:48

My guest today is Tom Dunleavy. Tom spent a decade in traditional finance before moving onto Web3. Today he is the Managing Director of the Crypto VC firm MV Global. We start this conversation by exploring the current state of public and private crypto investing. Tom then outlines the process of raising capital, the role of Key Opinion Leaders, the…

1
How Philip Taylor built FinCon, the leading conference for personal finance creators 50:25

3M ago50:25

50:25

My newsletter: https://simonowens.substack.com/ Today, the personal finance content niche is absolutely ginormous. You can’t open up YouTube, TikTok, or Instagram without encountering an influencer who gives advice on how to make and save money. Today’s guest Philip Taylor anticipated this content explosion all the way back in 2011. That’s when he …

1
Mark Groden - The Future of Flying - [Invest Like the Best, EP.374] 1:06:06

3M ago1:06:06

1:06:06

My guest today is Mark Groden. Mark is the Founder and CEO of Skyryse, a company on a mission to make general aviation as safe as commercial aviation and change the future of flying. As you may know, helicopter accidents are far more likely than airplane accidents, and Skyryse is revolutionizing helicopter flight through a safer and simpler univers…

1
David Senra: Lessons from the Founder Historian - [Art of Investing, REPLAY] 1:25:06

3M ago1:25:06

1:25:06

Today, we are revisiting our class with David Senra in honor of our upcoming event together. David is an absolute force of nature who is taking the world by storm with his podcast "Founders." In this class, we enjoy access to the full spectrum of learnings from his decade-long study of history's greatest entrepreneurs, artists, athletes, and leader…

1
Corey Kluber: Pitching for Success - [Making Markets, EP.29] 42:30

3M ago42:30

42:30

My guest today is Corey Kluber. For those who don’t follow baseball, Corey Kluber was a 3-time MLB all star and one of the great pitchers of the last decade. Today, he takes us on quick tour through his career and what it takes to succeed as an elite athlete. We also talk about the market for athletes, his strong views on childhood athletics, his p…

1
Every Things, Everywhere, All at Once with Dan Shipper - [Making Media, EP.61] 58:47

3M ago58:47

58:47

Our guest today is Dan Shipper, the co-founder and CEO of Every. Every started at the beginning of the pandemic as a bundle of business newsletters written by different authors. While writing is still at the heart of the business, the model has shifted focus to a daily newsletter that is an essay on technology, productivity, or AI. Dan and his team…

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