Winston Churchill and Matt Levine | Colossus Weekly

Best of the Week

A Thousand Casts (Video | 29 mins)

Bhutan, Bill Ackman, fly fishing, machetes, and a big dollop of emotion appear in this film that chronicles Oliver White’s quest to find his life’s work. 

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Toil and Trouble, Don’t Get Burned Shorting Bubbles (Article | 20 mins)

Why are bubbles so hard to profit from? This paper revisits the subprime mortgage crisis and explores the latent risks involved in those early trades.

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Why We Didn’t Get a Malaria Vaccine Sooner (Article | 42 mins)

It took 141 years to develop a vaccine for malaria despite hundreds of thousands of people dying from the disease each year. Learn how advanced market commitments could speed things up next time.

Live show in NYC. This October, Patrick O’Shaughnessy and David Senra will share their favorite ideas and stories on what they call ‘Founder Mentality’ from hosting Invest Like the Best and Founders. The microphone will be open for an audience Q&A. Buy your ticket now.

Invest Like The Best - Will England

Guest: Will England – CEO and Co-CIO of Walleye Capital

A definitive primer on the multi-strategy model made famous by Millenium, Citadel, Point72, and Balyasny. Will walks us through the risk management framework, return stream, leverage required, and everything else you need to know.

Invest Like the Best is brought to you by Tegus. Tegus is the modern research platform for leading investors. Accelerate your fundamental research process by discovering highly-differentiated and reliable insights that can’t be found anywhere else in the market. Drive your next investment thesis forward with Tegus for free at tegus.co/patrick.

Business Breakdowns - Padel

Guest: Alan Flatt – CEO and President of EEP Capital

Fad or the Future? Padel is the fastest-growing sport in Europe and represents an exciting opportunity for investors and athletes alike. But what does the ecosystem look like today, how sustainable has its growth been, and what types of return can prospective investors earn? Tune in to find out.

Business Breakdowns is brought to you by Tegus. Tegus is the modern research platform for leading investors, and provider of Canalyst. Access every publicly-reported datapoint and industry-specific KPI through their database of over 4,000 driveable global models handbuilt by a team of sector-focused analysts, 35+ industry comp sheets, and Excel add-ins that let you use their industry-leading data in your own spreadsheets. Trial Canalyst by Tegus for free by visiting tegus.co/patrick.

Founders - Winston Churchill

Episode 319: Winston Churchill: Hero of the Empire

David depicts the character of a supremely ambitious young man who would grow up to become one of the towering figures of the twentieth century. Tune in to learn the story of Churchill's daring escape from the Boer War and how he lived his maxim of "Always More Audacity."

Founders is brought to you by Eight Sleep. Get the best sleep of your life and unlock more energy with the Pod 3. Go to eightsleep.com/founders to learn more.

Making Media - Matt Levine

Guest: Matt Levine – columnist for Bloomberg

An irresistible combination of wit, intelligence, and lucidity – Matt Levine is just as good on a mic as he is behind the keyboard. We had a blast talking to the man behind Money Stuff about crypto, SPACs, creators, and where he'd most like to work in finance.

Making Media is brought to you by Scribe. Scribe is the magic behind Colossus transcripts. 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.

Pioneer Program

Thanks to Mohammad Ruhul Kader, Erick Mokaya and Jefferson Rumanyika for their help and research this week.

Want to get involved in Colossus? We are always on the lookout for pioneers to help grow our content library. If you are interested - let us know here.