Everything in Capital Markets is Downstream of Algorithms

ℹ️ EPISODE INFO

Released

July 7, 2026

Duration

1h 26m

Channel

Invest Like the Best

Watch on YouTube

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📝 EPISODE DESCRIPTION

Jeremy Giffon joins us for his second conversation on Invest Like the Best. This episode is a window into one of those conversations about how power, status, capital, and attention are shifting in America. We discuss the billion dollar PDF, why narratives shape capital formation, how the timeline became market infrastructure, why America’s billionaire class may be losing status to the “poaster” class, the hidden philosophers behind Silicon Valley, lessons from the last 18 months in private markets, East Coast versus West Coast finance, Buffett, beating the market, and much more. TIMESTAMPS 0:00 Intro 5:50 The Billion Dollar PDF 11:31 Algorithms and Power Laws 20:28 Peak Guy 31:19 Opting Out of the Timeline 36:14 AI and White-Collar Jobs 43:31 The Next Era of Finance 53:56 The New Economics of Software 1:03:22 Underwriting Emerging Managers 1:18:17 Silicon Valley’s Hidden Philosophy Presented by Ramp: https://ramp.com/invest Sponsored by Vanta, WorkOS, Rogo, and Ridgeline: https://www.vanta.com/invest https://workos.com/ https://rogo.ai/invest https://www.ridgelineapps.com/ ****** Patrick O'Shaughnessy is the CEO of Positive Sum. All opinions expressed by Patrick and podcast guests are solely their own and do not reflect the opinion of Positive Sum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of Positive Sum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc #InvestLikeTheBest #JeremyGiffon #VentureCapital #CapitalMarkets #SiliconValley

🎤 SPEAKERS

• Patrick O'Shaughnessy

  host

  Investor and host of the Invest Like The Best podcast.

🧾 EPISODE SUMMARY

In this episode of Invest Like the Best, featuring Patrick O'Shaughnessy and Patrick O'Shaughnessy, Everything in Capital Markets is Downstream of Algorithms explores Algorithms, narratives, and the timeline reshape capital markets and culture The conversation centers on how narratives—rather than realized returns—often drive capital formation and fundraising in long-horizon private markets.

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