Invest Like the Best with Patrick O'Shaughnessy

What Invest Like the Best with Patrick O'Shaughnessy Says About Military & Strategy

12 episodes about military & strategy

Key Insights on Military & Strategy

After reading The Game in 2005, initial success came from environmental factors like pre-selection and social proof, not pickup tactics

  • We're in Cold War II between US and China, but with much deeper economic ties than the US-Soviet relationship ever had
  • AI makes this Cold War more dangerous and unpredictable than the first one, despite nuclear weapons still existing
  • Political polarization follows fractal geometry - it fragments even at the extremes, making civil war unlikely in America
  • Current geopolitical problems are minor compared to threats like Hitler in the 1930s or nuclear standoffs during Cold War I
  • Muscle is 'metabolic currency' for longevity - women need heavy weight training, not light weights, to combat accelerated muscle loss after menopause
  • "Come for the tool, stay for the network" - YouTube subsidized hosting costs to build network effects, a strategy blockchains can replicate through tokens
  • Ray Dalio's prediction model suggests 35-40% chance of US civil war due to wealth inequality and asset ownership disparities

Episodes

Vlad Barbalat - Investing $120 Billion in Permanent Capital - [Invest Like the Best, EP.479]

Vlad Barbalat - Investing $120 Billion in Permanent Capital - [Invest Like the Best, EP.479]

Krishna Rao - Anthropic's CFO on Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence - [Invest Like the Best, EP.471]

Krishna Rao - Anthropic's CFO on Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence - [Invest Like the Best, EP.471]

Paul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.469]

Paul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.469]

Scott Nolan - SpaceX, Founders Fund, and Rebuilding American Uranium Enrichment - [Invest Like the Best, EP.467]

Scott Nolan - SpaceX, Founders Fund, and Rebuilding American Uranium Enrichment - [Invest Like the Best, EP.467]

William Hockey - Building the Operating System for the Dollar and Silicon Valley Heresy - [Invest Like the Best, EP.463]

William Hockey - Building the Operating System for the Dollar and Silicon Valley Heresy - [Invest Like the Best, EP.463]

Shyam Sankar - Celebrating Heretics - [Invest Like the Best, EP.462]

Shyam Sankar - Celebrating Heretics - [Invest Like the Best, EP.462]

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

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

Gokul Rajaram - Lessons from Investing in 700 Companies - [Invest Like the Best, EP.456]

Gokul Rajaram - Lessons from Investing in 700 Companies - [Invest Like the Best, EP.456]

Tom Digan & Greg Stewart - Building the World’s Best Fitness App - [Invest Like the Best, EP.454]

Tom Digan & Greg Stewart - Building the World’s Best Fitness App - [Invest Like the Best, EP.454]

Reed Hastings - Building Netflix - [Invest Like the Best, EP.453]

Reed Hastings - Building Netflix - [Invest Like the Best, EP.453]

Ric Elias - The Art of Living Well - [Invest Like The Best, CLASSICS]

Ric Elias - The Art of Living Well - [Invest Like The Best, CLASSICS]

Josh Kushner - Building Thrive Capital - [Invest Like the Best, CLASSICS]

Josh Kushner - Building Thrive Capital - [Invest Like the Best, CLASSICS]

Books on military & strategy

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