PERSON DIRECTORY
Patrick O'Shaughnessy
Host of Invest Like the Best. Patrick O'Shaughnessy appears in 92 indexed conversations across Invest Like the Best, David Senra, Sohn Conference Foundation. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
What 100 Years of American Finance Tells Us About Today
Patrick O'ShaughnessyAlan Waxman
Waxman attributes private-credit stress to a factory model that industrialized fundraising and investing after 2018, with FRE multiples rising from 10–15x to 25–30x+ as underwriting standards weakened.Perpetual private BDC redemptions exceeding the 5% limit are not yet systemic in his view, but AI could reprice every industry, making matched liabilities, governed inflows, and strategy breadth critical.
How to bet on yourself (without venture capital)
Patrick O'ShaughnessyWilliam Hockey
Column combines a bank’s regulatory permissions with software economics, earning 90%+ of revenue from per-API-call infrastructure for payments, deposits, and credit across fintech and emerging markets.Hockey’s debt-funded acquisition and near-bankruptcy experience shaped an earnings-funded, employee-owned model, while AI may reward banks and distribution-heavy brands; the open question is which specialized financial rails can compound without venture capital.
The World's Greatest Energy Trader on Markets, China, and AI
Patrick O'ShaughnessyJohn Arnold
China’s NIO built a robotic factory from shovel to first car in 17 months, with suppliers within 200 miles, highlighting a speed and supply-chain advantage over aging US plants.US energy demand is clear through 2030 but permitting is the bottleneck; delivered solar PPAs remain 50%+ above 2020 lows, while advanced geothermal is Arnold’s five-year call.
The CEO Who Cheated Death, Slept an Hour a Night, and Built a Healthcare Empire
Patrick O'ShaughnessyMark Bertolini
Oscar Health is pursuing a defined-benefit-to-defined-contribution shift in healthcare, targeting 125 million people through individual ACA plans, while its cloud-native platform and “almost two dozen” LLMs support lower operating costs and disease-management economics.The CHOICE provision’s Senate removal over a $30B tax score underscores regulatory resistance, while Bertolini’s Aetna record—75% lower end-of-life costs and 652% eight-year TSR—illustrates the potential payoff from operational and benefit redesign.