Patrick O'Shaughnessy

Patrick O'Shaughnessy is the Chairman Emeritus of O'Shaughnessy Asset Management , the founder of Colossus , and the founder and CEO of Positive Sum . He is an investor, author, and podcaster who has devoted his career to understanding the world's best investors and entrepreneurs. Under his leadership, Colossus has become one of the largest investing-focused podcast networks in the world, producing shows including the flagship I nvest Like the Best , which he hosts. At Positive Sum, he invests in early-stage companies creating and reinventing categories, with portfolio companies including Tegus, ID.me, Etched, and Vanta. After starting as an intern at his father's quantitative asset management firm in 2008, O'Shaughnessy became CEO in 2018. He became known for his deep research into factor-based investing, his quantitative approach to stock selection, and his ability to communicate complex investment ideas to a broad audience. His accomplishments include growing OSAM into a leading custom indexing platform before its acquisition by Franklin Templeton in 2021, launching Invest Like the Best in 2016 which was named among The Wall Street Journal's "5 Investment Podcasts You Should Listen To," founding Colossus in 2020 to build a media platform around his vision of learning in public, and authoring “ Millennial Money: How Young Investors Can Build a Fortune in 2014 .” Episode show notes: https://www.davidsenra.com/episode/patrick-oshaughnessy Survey: https://forms.scicommedia.com/t/mw83tpmsRzus Made possible by Ramp: ⁠ https://ramp.com⁠ HubSpot: ⁠ https://hubspot.com⁠ Eight Sleep: https://eightsleep.com/senra Chapters (00:00:00) The Joy of Championing Undiscovered Talent (00:02:21) How One Tweet Changed David’s Life (00:05:07) The Upanishads Passage That Shaped Patrick’s Worldview (00:08:34) Growth Without Goals Philosophy (00:10:40) Why Media and Investing Are the Same Thing (00:28:41) The Search for True Understanding Through Biography (00:31:04) The Daniel Ek Dinner That Launched This Podcast (00:34:28) Making Your Own Recipe From the Ingredients of Great Lives (00:39:11) The Privilege of a Lifetime Is Being Who You Are (00:48:25) Bruce Springsteen’s Battle With Depression and Self-Worth (00:53:21) Clean Fuel vs Dirty Fuel: The Source of Your Ambition (00:57:03) Professional Learners: The Unfair Advantage of Podcasting (01:00:18) Relationships Run the World (01:06:30) The Origin Story of Invest Like the Best (01:08:05) Building Colossus: Why Start a Magazine in 2025 (01:14:01) People Are More Interested in People Than Anything Else (01:17:32) Finding Jeremy Stern and Hiring Through Output (01:23:40) Learn, Build, Share, Repeat (01:30:07) The Daisy Chain: How Reading Books Led to Everything (01:30:32) Red on the Color Wheel: Sam Hinkie’s Observation (01:37:13) Finding Your Superpower and Becoming More Yourself (01:42:57) Repetition Doesn’t Spoil the Prayer: Teaching as Leadership (01:46:02) Life’s Work: A Lifelong Quest to Build Something for Others (01:49:51) The Ten Roles Game and What Matters Most (01:57:03) Husband, Father, Grandfather: The Roles That Endure (01:59:48) The Kindest Thing: Tim O’Shaughnessy and Meeting Lauren (02:05:

Patrick O'Shaughnessy is the host of the "Invest Like the Best" podcast - where he's interviewed more than 400 of the world's top investors, entrepreneurs, and experts. He's also the CEO of Positive Sum, a venture capital firm that backs founders pursuing their life's work, and the founder of Colossus, a family of podcasts on a mission to be the leading destination to learn about business and investing. In this episode, Patrick discusses why he publishes everything he learns, why he asks the same last question in every interview, the "weird" futures of AI, and the increasing value of attention in a technology-driven world. This is 3 Things, with Patrick O'Shaughnessy. Hosted on Acast. See acast.com/privacy for more information.

Listen to Ric on the other side of the interview! Ric was recently a guest on "Invest Like the Best," hosted by Patrick O'Shaughnessy, where they discussed the early days of Red Ventures, the difference between "living good and living well," the power of forgiveness, and compounding more than just your capital. Check back next week to hear Ric turn the tables - putting Patrick on the other side of the interview for a change. Hosted on Acast. See acast.com/privacy for more information.

This week, Smile Farms opens its 12th campus in partnership with Catholic Health. The new campus is unique in serving those who are specifically dealing with mental health diagnoses and behavioral challenges and is the first campus exclusively dedicated to donations. The donated produce will support Catholic Health's Food Insecurity Initiative, built to screen emergency room patients for vital hunger signs and if deemed food needy, patients are given a "to-go" bag filled with fresh, healthy food options. The program, led by President and CEO Dr. Patrick O'Shaughnessy, will also provide direct referrals to community-based organizations to identify resources for regular access to healthy foods. Dr. Patrick has an intense focus on quality and performance and is transforming Catholic Health's system of 6 hospitals, 17,000 employees, and a network of facilities and physicians, to advocate prevention as the best defense towards fighting diseases. In this episode of Power & Impact, Dr. Patrick and I discuss the importance of nutrition in our overall health and longevity and how building deep relationships contribute to our wellness and sense of well-being.

This week, Smile Farms opens its 12th campus in partnership with Catholic Health. The new campus is unique in serving those who are specifically dealing with mental health diagnoses and behavioral challenges and is the first campus exclusively dedicated to donations. The donated produce will support Catholic Health's Food Insecurity Initiative, built to screen emergency room patients for vital hunger signs and if deemed food needy, patients are given a "to-go" bag filled with fresh, healthy food options. The program, led by President and CEO Dr. Patrick O'Shaughnessy, will also provide direct referrals to community-based organizations to identify resources for regular access to healthy foods. Dr. Patrick has an intense focus on quality and performance and is transforming Catholic Health's system of 6 hospitals, 17,000 employees, and a network of facilities and physicians, to advocate prevention as the best defense towards fighting diseases. In this episode of Celebrations Chatter, Dr. Patrick and I discuss the importance of nutrition in our overall health and longevity and how building deep relationships contribute to our wellness and sense of well-being. New podcast episodes released weekly on Thursday. Follow along with the links below: Sign up for the Celebrations Chatter Newsletter: https://celebrationschatter.beehiiv.com/ Subscribe to Celebrations Chatter on YouTube: https://www.youtube.com/@celebrationschatter Follow @CelebrationsChatter on Instagram: https://www.instagram.com/celebrationschatter/ Follow @CelebrationsChatter on Threads: https://www.threads.net/@celebrationschatter Listen to more episodes of Celebrations Chatter on Apple Podcasts: https://podcasts.apple.com/us/podcast/celebrations-chatter-with-jim-mccann/id1616689192 Listen to more episodes of Celebrations Chatter on Spotify: https://open.spotify.com/episode/5Yxfvb4qHGCwR5IgAmgCQX?si=ipuQC3-ATbKyqIk6RtPb-A Listen to more episodes of Celebrations Chatter on Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5saWJzeW4uY29tLzQwMzU0MS9yc3M?sa=X&ved=0CAMQ4aUDahcKEwio9KT_xJuBAxUAAAAAHQAAAAAQNg Visit 1-800-Flowers.com: https://www.1800flowers.com/ Visit the 1-800-Flowers.com YouTube Channel: https://www.youtube.com/@1800flowers Follow Jim McCann on LinkedIn: https://www.linkedin.com/in/jim1800flowers/ Follow Jim McCann on X / Twitter: https://twitter.com/jim1800flowers (@Jim1800Flowers)

*Now with improved audio* We caught up with Brian Nation and Patrick O'Shaughnessy during their whistle-stop tour of Ireland. A big milestone for the distillery, this was their launch of their first whiskeys which are named Keeper's Heart Irish + Bourbon and Keeper's Heart Irish + American. We conducted this interview in the Celtic Whiskey Shop the day after a great tasting event organised by the shop and held in Lost Lane. There's a great story to hear in the episode and a great future ahead for the team at the distillery. Brian will be back to host a Masterclass at whiskeylivedublin.com. Go to the link below for ticket to that session, and to the second link to find the new whiskeys on our site. https://www.whiskeylivedublin.com/master-classes.html https://www.celticwhiskeyshop.com/index.php?route=product/search&search=keeper%20heart --- Send in a voice message: https://podcasters.spotify.com/pod/show/celtic-whiskey-pod/message

For episode number 1 - we sat down with the father of Colossus, Patrick O'Shaughnessy. You likely listen to Patrick's Invest Like the Best podcast but in the small chance you don't - I'd highlight it's the magnet that brought everyone at Colossus to Colossus. We had this conversation between Christmas and New Years of 2022. It was originally intended to be an annual recap episode but Dom and I decided to cover a variety of topics: Patrick's path to media, how he views Colossus the business, and what he thinks about behind the scenes. After the interview, you will hear Dom and I debrief on the conversation. It's something that we plan to do after each interview. It's something we hear every once in a while on other podcasts and personally I love it. It's the ideal breaking of the 4th wall where you get some extra juice. Enjoy. For the full show notes, transcript, and links to the best content to learn more, check out the episode page here . ----- Scribe is the presenting sponsor of this episode of Making Media and the magic behind the Colossus transcripts. One of the best decisions we made at Colossus was transcribing all of our audio into a searchable transcript library. We had been using another provide up until the summer of 2022 but we were constantly having issues with the accuracy if our audio was just the slightest bit impaired. Whether it's training sessions, internal Q&As, or for media purposes, the value of transcripts is huge. And we are not alone. Scribe is the transcription service that powers all of S&P Global - like CapIQ - and the client list includes our friends at Tegus. Go to joincolossus.com/scribe to unlock 150 minutes of free transcription and test their capabilities. ----- Making Media is a property of Colossus, LLC. For more episodes of Making Media, 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: @ReustleMatt | @domcooke | @JoinColossus Show Notes [00:01:30] - INTRO [00:02:34] - The catalyst for launching Colossus Media [00:07:00] - Expectations for the business vs. where it is today [00:09:49] - Goals vs. output [00:12:32] - Why it's easier to start a media business and what makes a great one [00:15:05] - Media brands Patrick admires [00:17:17] - Traits that make a great interviewer [00:18:43] - Content before dollars [00:20:53] - How the Invest Like the Best curse has made them rethink things [00:24:44] - How the audience plays into picking guests/topics [00:26:22] - Any future evolution of Invest Like the Best [00:29:09] - Video’s role in the future of the business [00:31:00] - Success for Invest Like the Best moving forward [00:33:54] - Knowing when a conversation will be successful [00:35:41] - Advice to folks looking to host a podcast [00:39:12] - What plays into the success of Business Breakdown [00:41:59] - Lessons about building a brand [00:47:11] - Maintaining standards for a brand [00:49:27] - Finding magicians to interview and work with - <a href="https://medium.com/balance-io/alien

We've landed. After 3 months of stealth mode, sneak-peeks, and surprise announcements, we have finally hit launch day. In this special episode of Infinite Loops, hosted by Patrick O'Shaughnessy, Jim chats through the rationale behind founding OSV, the positive impact he wants it to have on the world, and the ways you can get involved. Important Links: OSV's Website Jim's Twitter Show Notes: The origins of OSV Why OSV does not invest third parties' money The story of Jim's investment in Stability AI What has surprised Jim the most about the world of AI What OSV will look like on 1 January 2023: the four verticals Assembling the OSV team OSV's objective function Where the majority of Jim's energy will be directed How you can get involved with OSV

#19 - Welcome back to ‘I’d Rather be at the Beach’, brought to you by The Bonjour Agency. This is the podcast for school marketing people that’s nothing to do with school marketing, because let’s face it, you work hard already. I’m Simon, former marketing manager turned owner of The Bonjour Agency, the place for school marketing managers. In each episode I speak to someone in the sector who won’t talk about work but we get to find out more about them as a person. Now in this episode we speak to a Brit living and working at a school in the sunny Middle East! Patrick O’Shaughnessy works at St Christopher’s School in Bahrain, he’s Head of History and he’s very good at marketing himself and his own podcast. You’ll often see him on LinkedIn, he’s very passionate about his subject and that’s why he’s got his own history podcast, not for school marketing but instead a fantastic subject that he loves. If you’ve ever thought about living and working for a school in sunnier climes then this is the episode for you. Come with me on a Gulf Air flight to Bahrain as we speak to Patrick O’Shaughnessy! Patrick O'Shaughnessy LinkedIn: https://www.linkedin.com/in/patrick-o-shaughnessyfrsa/?originalSubdomain=uk Versus History Podcast: http://www.versushistory.com/ Main website: www.thebonjouragency.com Contact me: simon@thebonjouragency.com

On this episode of The Bull, The Bear, and My Brother’s Chair, Patrick O'Shaughnessy and Brian Nation from Keeper’s Heart Whiskey in Minneapolis describe how their focus on building an iconic brand that connects with consumers has helped then enjoy outstanding growth. Join Nate Lucius, Gradient Financial Group’s president, as he enjoys a warm and engaging conversation with Patrick and Brian as they describe how the early days of Keeper’s Heart Whiskey included a vision between cousins and a trip to Ireland to find a master distiller.

Passive investing is kind of boring. You dump your money in an index fund and that's it. The industry hasn't really seen big innovation since ETFs were invented in the 1990s. Enter custom indexing. Custom indexing allows asset managers to create bespoke indices for their clients. Interest in the space is already booming, with Morgan Stanley, BlackRock and JPMorgan all making acquisitions in the space. But what exactly is the difference between investing in a custom index versus something like the S&P 500? And why haven't custom indices been done before? On this episode we speak with Patrick O'Shaughnessy, CEO of OSAM and the host of the podcast "Invest Like the Best" , about direct investing. See omnystudio.com/listener for privacy information.

Our guest this week is Patrick O’Shaughnessy. Patrick is the CEO of O’Shaughnessy Asset Management. He also is a portfolio manager at the firm. Prior to assuming his current role, Patrick served on O’Shaugnessy’s research and portfolio management teams. Patrick is the author of Millennial Money: How Young Investors Can Build a Fortune and was a contributing author to the fourth edition of What Works on Wall Street . Patrick is also the host of the popular Invest Like the Best podcast. He received his bachelor’s in philosophy from the University of Notre Dame and is a CFA charter holder. Background Bio O’Shaughnessy Asset Management Canvas Millennial Money: How Young Investors Can Build a Fortune What Works on Wall Street, Fourth Edition: The Classic Guide to the Best-Performing Investment Strategies of All Time Invest Like the Best Podcasts ESG “ ESG the Right Way: Customization and Not Scale ,” by Travis Fairchild, osam.com, October 2019. “ Custom Indexing Leader Canvas Expands ESG/SRI Offering ,” businesswire.com, March 9, 2021. “ Investing in Environmental Protection ,” by the OSAM Research Team, osam.com, April 2021. “ Helping Financial Advisors Solve ESG Investing Challenges ,” by Travis Fairchild, osam.com, March 2021. Factors and Custom Indexing “ Combining the Best of Passive and Active Investing ,” by Patrick O’Shaughnessy, advisorperspectives.com, March 6, 2013. “ Alpha or Assets? Factor Alpha Vs. Smart Beta ,” by Patrick O’Shaughnessy, osam.com, April 2016. “ Combining the Best Stock Selection Factors by Patrick O’Shaughnessy at QuantCon 2016 ,” slideshare.net, April 14, 2016. “ Factors From Scratch: A Look Back, and Forward, at How, When, and Why Factors Work ,” by Chris Meredith, Jesse Livermore, and Patrick O’Shaughnessy, osam.com, May 2018. "' Humans Love a Narrative. We Have Safeguarded Against That': Jim and Patrick O’Shaughnessy ,” by Vicky Ge Huang, citywireusa.com, Dec. 6, 2018.<