Episodi

  • Dr. Peter Attia - The Portfolio to Live Longer - [Invest Like the Best, EP.325]

    Dr. Peter Attia - The Portfolio to Live Longer - [Invest Like the Best, EP.325]
    Apr 18 2023
    My guest this week is Dr. Peter Attia. I’ve had Peter on the show twice before but it’s been over 5 years since his last appearance. In that period, his work has exploded and today he’s one of the clear leaders on the topic and practice of longevity and health span. He has a new book out called Outlive, which I heartily recommend. You’ll hear us refer to the last chapter of his book early in our conversation but we chose not to reveal the whole story live so you can read and enjoy it. We highlight the big picture in our conversation, including the transition from Medicine 2.0 to Medicine 3.0. I always leave these conversations with Peter full of ideas, and in this case, highly motivated to go outside and move my body in nature. I can think of no better actionable advice. Please enjoy my conversation with Peter Attia. Listen to Founders Podcast Founders Episode 136 - Estee Lauder Founders Episode 288 - Ralph Lauren For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Tegus. Tegus is the modern research platform for leading investors. Stretch your research budget with Tegus Expert Calls. Tegus delivers expert calls at a fraction of the cost of legacy vendors, with white-glove custom sourcing for every project at the speed you need to keep your research moving. And we don’t stop there. With rigorous compliance processes baked into everything we do, you can rest assured we’ve vetted every expert to ensure your privacy and protection. Start your next project today with Tegus Expert Calls. As an Invest Like the Best listener, you can trial Tegus for free by visiting tegus.co/patrick. ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes. Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @patrick_oshag | @JoinColossus Show Notes Peter on The Tim Ferriss Show Podcast (00:04:15) - (First question) - How Patrick influenced Peter’s decision to launch his podcast (00:05:45) - How Peter has changed in the process of writing this book (00:08:11) - Process of writing the last chapter of this book (00:11:12) - How he stopped dealing with imposter syndrome (00:15:58) - Slow vs. fast death and medicine 2.0 vs. medicine 3.0 (00:22:55) - Doing more early detection screening to avoid slow death (00:27:00) - Impacts of compounding risks (00:31:24) - How do we shift thinking to better lifestyle changes vs. pill popping (00:35:32) - The outsized impact of exercise on health (00:46:18) - Peter’s exercise portfolio (The Comfort Crisis book) (00:50:55) - Why habitual workouts create euphoria for exercise (00:54:45) - How Peter’s views on nutrition have evolved (00:59:30) - Measuring metabolic health (01:01:55) - Where Peter hopes the future of healthcare is heading (01:05:40) - Benefits of mindfulness to health (01:12:55) - Defining your purpose in life (01:16:46) - An index card summation of this book (01:19:45) - Lessons learned being a better interviewer (01:21:46) - Frontier of Peter’s curiosity
    Mostra di più Mostra meno
    1 ora e 25 min
  • Scott Davis & Rob Wertheimer - Lessons from the Industrial Titans - [Invest Like the Best, EP.324]

    Scott Davis & Rob Wertheimer - Lessons from the Industrial Titans - [Invest Like the Best, EP.324]
    Apr 11 2023
    My guests today are Scott Davis and Rob Wertheimer. Scott and Rob head up Melius Research and are the authors of a great book called Lessons from the Titans. The book explains what the industrial giants of old can teach the new generation of high-growth businesses about how to survive and deliver shareholder value over multiple decades. Drawing on their experience as industrial analysts, they present case studies on businesses like Danaher, Roper, Honeywell, Boeing and GE to reveal both what does and doesn’t work when it comes to capital allocation and business strategy as a company enters a more mature phase in its lifecycle. Please enjoy my conversation with Scott and Rob. Read Lessons from the Titans Listen to Founders Podcast Founders Episode 136 - Estee Lauder Founders Episode 288 - Ralph Lauren For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Tegus. Tegus is the modern research platform for leading investors. I’m a longtime user and advocate of Tegus, a company that I’ve been so consistently impressed with that last fall my firm, Positive Sum, invested $20M to support Tegus’ mission to expand its product ecosystem. Whether it’s quantitative analysis, company disclosures, management presentations, earnings calls - Tegus has tools for every step of your investment research. They even have over 4000 fully driveable financial models. Tegus’ maniacal focus on quality, as well as its depth, breadth and recency of content makes it the one-stop, end-to-end research platform for investors. Move faster, gather deep research to build conviction and surface high-quality, alpha-driving insights to find your differentiated edge with Tegus. As a listener, you can take the Tegus platform for a free test drive by visiting tegus.co/patrick. ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes. Past guests include Tobi Lutke, Kevin Systrom, Mike Krieger, John Collison, Kat Cole, Marc Andreessen, Matthew Ball, Bill Gurley, Anu Hariharan, Ben Thompson, and many more. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @patrick_oshag | @JoinColossus Show Notes (00:03:20) - (First question) - The intersection between the current tech sector drawdown and the historical track record of industrial titans (00:07:10) - The most common ways they see companies start to fail and the types of errors they commit (00:11:01) - The best historical examples of companies that have gone from non-operational excellence to operational excellence (00:15:04) - Teaching the value of a business system and installing one for longevity (00:24:06) - Questions they’d ask and points of evaluation to uncover the health of a business (00:31:19) - Thinking about sustainable value creation in a lower growth environment (00:37:04) - Lessons from operating leverage and the rental industry (00:39:11) - Ways industrial companies have handled growth CapEx well and badly (00:43:52) - The line between discovering the future in a lab versus major pivots in reality while trying to solve today’s problems (00:49:37) - How the best managers nurture a great shareholder base (00:55:35) - Lessons to learn about business model transitions (01:00:13) - Further important messages from their book that businesses would benefit from (01:04:30) - The kindest things anyone has ever done for them
    Mostra di più Mostra meno
    1 ora e 10 min
  • Sam Hinkie, Boyd Varty, Charlie Songhurst - Trail Magic - [Invest Like the Best, EP.323]

    Sam Hinkie, Boyd Varty, Charlie Songhurst - Trail Magic - [Invest Like the Best, EP.323]
    Apr 4 2023
    Today’s episode is a little different. Rather than share a new conversation, I have put together a few of my favourites from the past six and a half years of doing this show. I often listen back to these for inspiration, energy, and their timeless ideas on life and investing. Each of these is a significantly shortened version of the original episode. The first conversation you’ll hear is with Sam Hinkie, the second discussion is with Boyd Varty, and the last conversation you’ll hear is with Charlie Songhurst. Sam, Boyd, and Charlie are all exceptional in their own way and I hope you enjoy these condensed versions of our conversations. Sam Hinkie - Find Your People Boyd Varty - The Art of Tracking Charlie Songhurst - Lessons from Investing in 483 Companies For the full show notes, transcript, and links to mentioned content, check out the episode page here. ----- This episode is brought to you by Tegus. Tegus is the modern research platform for leading investors. I’m a longtime user and advocate of Tegus, a company that I’ve been so consistently impressed with that last fall my firm, Positive Sum, invested $20M to support Tegus’ mission to expand its product ecosystem. Whether it’s quantitative analysis, company disclosures, management presentations, earnings calls - Tegus has tools for every step of your investment research. They even have over 4000 fully driveable financial models. Tegus’ maniacal focus on quality, as well as its depth, breadth and recency of content makes it the one-stop, end-to-end research platform for investors. Move faster, gather deep research to build conviction and surface high-quality, alpha-driving insights to find your differentiated edge with Tegus. As a listener, you can take the Tegus platform for a free test drive by visiting tegus.co/patrick. ----- Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @patrick_oshag | @JoinColossus Show Notes (00:04:40) - (Sam Hinkie) (00:05:55) - The most amazing thing he’s seen from someone he has worked with (00:09:51) - His interest in finding “digital breadcrumbs” on his pursuit of knowing a person (00:13:18) - The impactful story of meeting the assistant GM of the Houston Rockets (00:17:22) - Strategies he has developed to avoid transactional people (00:19:22) - How he shapes his career and optimizes from an investment perspective (00:24:06) - The strangest things he has come across in early-stage investing (00:29:47) - (Boyd Varty) (00:33:04) - His early experiences with tracking wildlife and how it applies to investing (00:44:46) - What can be learned about life goals and paths from the experience of tracking (00:47:59) - The influence of culture on decision-making and goal-setting (00:50:39) - His concept of “the ordering of chaos on behalf of others” (00:54:41) - The importance of moving towards the unknown to start approaching goals (00:57:15) - His most memorable tracking experience (01:12:40) - (Charlie Songhurst) (01:15:10) - His diverse career highlights (01:16:29) - His analysis of why startups succeed or fail (01:21:21) - What founders can learn to enable and maintain productivity in their company (01:25:21) - Nature versus nurture as it applies to adept founders, and the controversial “alien founder” concept (01:30:10) - The importance of good recruiting from an early stage (01:33:32) - How founders can make their companies attractive to prospective talent (01:35:53) - Why he is interested in investing in highly boring and highly complex ideas
    Mostra di più Mostra meno
    1 ora e 40 min
  • Kat Cole – How to Operate: Lessons in Brand, Distribution, and Leadership - [Invest Like the Best, EP.184]

    Kat Cole – How to Operate: Lessons in Brand, Distribution, and Leadership - [Invest Like the Best, EP.184]
    Jul 28 2020
    My guest today is Kat Cole, the COO and president of North America for Focus Brands, which owns famous companies like Cinnabon, Carvel, Jamba, and more. Kat’s story and career trajectory are remarkable, as are the lessons she’s picked up along the way which she shares with us all in this conversation. We discuss negotiation, distribution, brand building, brand extension strategies, and leadership. I always enjoy having a true operator on the show, so I was very excited to discover Kat and her thinking. Please enjoy this great conversation. This week’s episode is sponsored by Bottomless. Bottomless is a smart coffee subscription which automatically re-orders coffee for you based on your consumption habits. Bottomless is offering one month and your second bag of coffee for free at bottomless.com/patrick. For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club and new email newsletter called “Inside the Episode” at InvestorFieldGuide.com/bookclub. Follow Patrick on Twitter at @patrick_oshag Show Notes (2:13) – (First question) – Her call to prayer (2:16) – Kat Cole on Pomp’s podcast (5:20) – Her positivity lens (7:59) – Applying that positivity lens in business (13:34) – How to show positivity in early interactions with someone (17:37) – Overview of Kat’s career (21:03) – Lessons learned building brands (27:11) – Changing relevance or differentiation within a brand (32:34) – Keeping a brands dominant position in people’s minds (36:00) – The power of franchising and shared commitment (40:50) – How her experience makes her a better investor (42:55) – Lessons around distribution (46:24) – Effectively negotiating and getting your fair share in a partnership (52:49) – Attributes of a brand that get Kat most excited (56:34) – Transferring her brand lessons to software and tech companies (59:09) – Biggest lessons in leadership she’s learned (1:04:13) – Checking In: the power of intention, reflection, and action to be your best and help others do the same (1:05:18) – Most effective questions in her check-ins (1:06:29) – Personal check-ins vs professional check-ins (1:10:44) – Balancing gratitude and ambition (1:14:37) – The kindest thing anyone has done for Kat Learn More For more episodes go to InvestorFieldGuide.com/podcast. Sign up for the book club and new email newsletter called “Inside the Episode” at InvestorFieldGuide.com/bookclub. Follow Patrick on Twitter at @patrick_oshag
    Mostra di più Mostra meno
    1 ora e 19 min