Colossus | Investing & Business Podcasts public
[search 0]
Download the App!
show episodes
 
Artwork

1
Invest Like the Best with Patrick O'Shaughnessy

Colossus | Investing & Business Podcasts

Unsubscribe
Unsubscribe
Weekly
 
Conversations with the best investors and business leaders in the world. We explore their ideas, methods, and stories to help you better invest your time and money. Hear stock market and boardroom insights you can't find anywhere else. If you're a professional investor, CEO, entrepreneur, or business strategist, this is for you. Explore all our episodes and learn more at https://www.joincolossus.com
  continue reading
 
Artwork

1
Business Breakdowns

Colossus | Investing & Business Podcasts

Unsubscribe
Unsubscribe
Weekly
 
Learn how companies work from the people who know them best. We do deep research and interview industry veterans, investment professionals, and corporate executives to explain the inner workings of public stocks and private businesses. For each company, we break down their history, business model, financial statements, secret sauce, and bull/bear case. We believe every business has lessons to teach us and Breakdowns is here to highlight them. Learn more and stay up to date at www.joincolossu ...
  continue reading
 
Artwork

1
Art of Investing

Colossus | Investing & Business Podcasts

Unsubscribe
Unsubscribe
Monthly+
 
Art of Investing is a series of discussions with the world's best investors, company builders, academics, athletes, artists and human beings devoted to exploring the joys of compounding in all its forms.
  continue reading
 
Artwork

1
Making Markets

Colossus | Investing & Business Podcasts

Unsubscribe
Unsubscribe
Weekly
 
Making Markets explores the psychology and structure that make up markets all over the world. Each week, Eric Golden speaks to experts about a different market so you can see what actually happens when money changes hands. From mainstream stock and bond markets to esoteric niches like vineyards, antique art, and crypto, we explain the transactions that underpin our economy. Visit joincolossus.com to find more episodes, transcripts and a library of content to continue your learning.
  continue reading
 
Artwork

1
ASX BRIEFS

Andrew Musgrave

Unsubscribe
Unsubscribe
Weekly+
 
Welcome to 'ASX BRIEFS,' the definitive podcast for enthusiasts, investors, and professionals keen on staying ahead of the curve in the Australian Stock Exchange (ASX). Hosted by Andrew Musgrave, 'ASX BRIEFS' delves deep into the heart of Australia's financial markets, bringing you insightful conversations with the minds shaping the future of investing down under. Each episode, join Andrew as he interviews a diverse lineup of fund managers, executives, and industry insiders, offering you a u ...
  continue reading
 
Artwork

1
Making Media

Colossus | Investing & Business Podcasts

Unsubscribe
Unsubscribe
Monthly+
 
How to build a media business by two outsiders learning the craft. Matt Reustle and Dom Cooke have decades of experience in investing but almost none in the media industry. In each episode, they talk to great media operators, document their own media building efforts, and dissect their favorite business content. Join these two content junkies in their fight to save long-form media against the attention span crisis. Join the resistance. Learn more and stay up to date at www.joincolossus.com. ...
  continue reading
 
Loading …
show series
 
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…
  continue reading
 
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…
  continue reading
 
Unlock the secrets of cost-effective and environmentally friendly mining with Rafael Moreno, the CEO of Viridis Mining and Minerals, as he joins us on ASX Briefs. You'll learn how Viridis is revolutionizing the mining industry with their Colossus Ionic Clay Rare Earth Project in Brazil, and why the unique properties of ionic absorption to clay are …
  continue reading
 
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…
  continue reading
 
This is Matt Reustle. Today, we are breaking down Mineral Resources. Even if you've had some bad experiences investing in commodities, I would not skip over this one so quickly. Fraser Christie, investor at TDM Growth Partners, joined me to talk about how MinRes has taken a different approach to the historically cyclical boom-bust industry. We walk…
  continue reading
 
What if you could bring digital financial services to millions of unbanked Filipinos? Join us as we chat with Chris Kain, Managing Director of Peppermint Innovation Limited, about how their bizmoto platform is changing the financial landscape in the Philippines. Chris shares their mission to drive financial inclusion by leveraging advanced AI to pr…
  continue reading
 
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…
  continue reading
 
Curious about the future of battery minerals and resource exploration? Get ready for an enlightening conversation with Brett Grosvenor, the Executive Chairman of Firetail Resources, as he shares exclusive insights on the company's strategic initiatives across Australia, Peru, and North America. Discover why their 80% stake in the York Harbour Coppe…
  continue reading
 
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,…
  continue reading
 
Unlock the future of pharmaceutical innovation with our exclusive chat featuring Paul McDonald, CEO of IDT Australia. Ever wondered how a company can navigate through a dynamic market while harnessing groundbreaking technologies? Paul divulges IDT's ambitious growth plans, recent capital raise, and the critical role of their new ADC manufacturing f…
  continue reading
 
Unlock the secrets behind the next major European potash mine with Ignacio Salazar, CEO and MD of Highfield Resources, in this fascinating episode. Discover why potash is crucial for global food security and how the Muga potash mine in Spain is set to become a game-changer. Ignacio walks us through the long journey of the Muga project, from its dis…
  continue reading
 
Today, we are breaking down Motorola Solutions. This breakdown is a fascinating story of brand versus business, as Motorola was a mainstay on Interbrands' Top 100 Brand list for most of the 2000s. I'm joined by Portfolio Manager, Joseph Shaposhnik. We discuss how Motorola achieved stealth success over the past 15 years while Apple overtook its icon…
  continue reading
 
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…
  continue reading
 
Can cutting-edge technology revolutionize the sustainability sector? Join us for a captivating conversation with Nick O'Loughlin, Managing Director of Sparc Technologies, as he unveils the innovations that are set to transform infrastructure maintenance and green energy production. Discover how Sparc's ecosparc, a groundbreaking graphene-based addi…
  continue reading
 
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 …
  continue reading
 
This is Zack Fuss. Today, we are breaking down the U.S. Marina Industry. In the U.S. there are more than 11,000 marinas, grossing over $6 billion in sales. Today, there is a 12 to 1 ratio of registered boats versus the supply of rentable wet slips and dry storage spaces. Zoning regulations lead to limited supply growth, which has led to a sustained…
  continue reading
 
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…
  continue reading
 
What if you could finally treat the common cold with a simple nasal spray? Join us on ASX Briefs as we sit down with Dr. Peter Molloy, Executive Chairman of Firebrick Pharma Limited, to uncover the groundbreaking journey of Nasodine, a povidone iodine-based nasal spray aimed at combating the common cold. Dr. Molloy takes us through the development,…
  continue reading
 
Is the future of nickel mining in Indonesia? We sit down with Justin Werner, Managing Director of Nickel Industries, who takes us through the company's impressive journey from a humble mining operation selling raw ore to China and Japan, to becoming the world's largest listed pure nickel producer. Justin shares insights on their strategic shift tow…
  continue reading
 
Is the future of copper mining hidden in the heart of Australia? Join us on ASX Briefs as we sit down with Frazer Tabeart, Managing Director of Alma Metals, to uncover the transformative potential of their Briggs copper project in Queensland. With over 1 million tonnes of contained copper, Briggs offers not just a massive reserve but also strategic…
  continue reading
 
What if one strategic decision could drastically alter the financial landscape of a mining project? Join us on ASX Briefs as we welcome David Sproule, the Executive Chairman of Polymetals Resources, to unpack the revitalisation of the high-grade Endeavour silver-zinc mine in Cobar, New South Wales. David shares the captivating history of Polymetals…
  continue reading
 
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…
  continue reading
 
Unlock the secrets of critical minerals with our guest, David Hutton, Managing Director of Rimfire Pacific Mining. Discover how Rimfire is pioneering the exploration and recovery of scandium, cobalt, and copper in New South Wales. From the aerospace sector to clean energy advancements, scandium is revolutionizing industries, and Rimfire’s Murga Sca…
  continue reading
 
Get ready to be inspired as we sit down with Dennison Hambling, the Managing Director of Intelligent Monitoring Group, who shares the transformative journey of his company in the security and risk management sector. How do strategic acquisitions like ACG Integration and Everjazz propel a company to reclaim its industry leadership? Dennison unravels…
  continue reading
 
Today, we are breaking down the South Korean e-commerce giant Coupang. If we ran through the taxonomy of investor interests, this Coupang conversation checks many boxes on that list. It is a founder-owned and operated business, a business that went through a massive pivot years into existence, a business that's replicating the Amazon model to succe…
  continue reading
 
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…
  continue reading
 
Join us on this episode of ASX Briefs as we talk with Arvind Misra, Managing Director of Belararox Limited, about their cutting-edge approach to mineral resource exploration. Belararox is making strides in copper and lithium mining, with their TMT project in Argentina standing out for its promising assay results and strategic location among industr…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
What if your communication systems could guarantee unwavering reliability, even in the most unpredictable conditions? Join us on ASX Briefs as we sit down with Yoav Amitai, CEO of Elsight Limited, to uncover how their groundbreaking Halo platform is revolutionizing connectivity for unmanned systems in the defence and homeland security sectors. Yoav…
  continue reading
 
Explore the transformative journey of Vinyl Group with CEO Josh Simons, as he unveils how his pioneering company is revolutionizing the music industry. Discover how Vinyl Group evolved from its origins as Jaxsta into a comprehensive music portfolio, blending a cutting-edge music credits database with a LinkedIn-like network for industry professiona…
  continue reading
 
This is Zack Fuss. Today we are breaking down Lifco, a Swedish conglomerate recognized amongst a group of notable Scandinavian serial acquirers. Lifco’s business focus is to acquire and develop market-leading niche companies that run independently and are largely self-funded business units. Carl Bennet, the current chairman, is the architect behind…
  continue reading
 
Ever wondered how we can combat the surge of mosquito-borne diseases like dengue fever and Zika? Our latest podcast episode features an enlightening conversation with Dr. David Foster, CEO of Island Pharmaceuticals, who shares groundbreaking insights about their leading antiviral candidate, ISLA-101. Dr. Foster discusses the alarming rise in dengue…
  continue reading
 
How does a non-invasive device revolutionize brain injury management? Join us on ASX Briefs as we welcome Dr. Mary Beth Brinson from Cyban, the medtech trailblazer behind the innovative Brain Pulse Monitor. Discover how this cutting-edge technology provides continuous brain oxygen monitoring from the trauma site all the way to hospital discharge, g…
  continue reading
 
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 …
  continue reading
 
We have a special episode today, breaking down the CHIPS Act. We've covered the semiconductor space in depth on Business Breakdowns, but in this conversation, we go broader. We discuss the CHIPS Act, enacted by Congress in 2022, which aimed at boosting the US's semiconductor manufacturing capabilities to better compete with East Asia. America had b…
  continue reading
 
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…
  continue reading
 
Today we are breaking down InterDigital, a really interesting business that sits completely under the radar for most investors. InterDigital has the foundational patented technology that makes mobile phone communication and device-to-device communication possible. Everything revolving around 2G, 3G, 4G, 5G, the Internet of Things, and all of these …
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
Today, we break down India's largest non-banking financial company, Bajaj Finance. Bajaj has a market cap of over $50 billion, which can largely be attributed to the significant growth over the past two decades. One of the headline numbers that immediately caught my attention from Bajaj is that the loan book compounded 40% from 2009 to 2022. To bre…
  continue reading
 
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…
  continue reading
 
Discover the material that's redefining strength and conductivity in our latest episode featuring Michael Bell, CEO of First Graphene Limited. Michael unveils the revolutionary applications of graphene, a material that promises to transform everything from skyscrapers to smartphones. Join us for a riveting discussion that explores how First Graphen…
  continue reading
 
Ever wondered what it takes to transform a family-run business into a public mineral exploration sensation? Tune in as we sit down with Matthew Pustahya, Managing Director of Litchfield Minerals, and drill into the company's ambitious journey on the ASX Briefs podcast. Matthew unveils the intricate layers of Litchfield's Mount Doreen project, where…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
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…
  continue reading
 
Unlock the potential of groundbreaking cancer treatments with Thian Chew, CEO of Invion, as he unveils the transformative power of Photosoft technology in our latest podcast. Discover how this revolutionary approach is meticulously designed to target and obliterate cancer cells while sparing the healthy ones. In this engaging session, Thian navigat…
  continue reading
 
Prepare to be enlightened as Jonathon Trewartha, the visionary CEO of Lincoln Minerals, joins us for an engaging discussion that will transform your understanding of the mineral exploration industry. The spotlight shines on the Kookaburra Gully graphite project, a groundbreaking venture set to disrupt the battery minerals market with its high-grade…
  continue reading
 
Welcome back for part two of this business breakdown on the private credit markets. I am now joined by Josh Clarkson, managing director at Prosek Partners. Our discussion with Armen was really focused on the supply & demand dynamics of private credit, where the public markets & regulatory markets have played a role, that certainty and speed of gett…
  continue reading
 
Loading …

Quick Reference Guide