This week, Invest Like the Best explored how investors can navigate the perpetual disruption of technology cycles. Alex Sacerdote discusses the frameworks and patterns that separate successful tech investors from those caught off-guard by industry shifts, offering practical insights into timing, thesis conviction, and portfolio positioning. The conversation underscores a central challenge for long-term investors: distinguishing between temporary market noise and structural changes that warrant strategic repositioning.
Episodes This Week
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Other Weeks
This Week in Invest Like the Best with Patrick O'Shaughnessy (Jun 1 - Jun 7, 2026)
1 episode · Jun 1 – Jun 7
This Week in Invest Like the Best with Patrick O'Shaughnessy (May 25 - May 31, 2026)
2 episodes · May 25 – May 31
This Week in Invest Like the Best with Patrick O'Shaughnessy (May 18 - May 24, 2026)
1 episode · May 18 – May 24
This Week in Invest Like the Best with Patrick O'Shaughnessy (May 11 - May 17, 2026)
1 episode · May 11 – May 17
This Week in Invest Like the Best with Patrick O'Shaughnessy (May 4 - May 10, 2026)
1 episode · May 4 – May 10
This Week in Invest Like the Best with Patrick O'Shaughnessy (Apr 27 - May 3, 2026)
1 episode · Apr 27 – May 3
This Week in Invest Like the Best with Patrick O'Shaughnessy (Apr 20 - Apr 26, 2026)
2 episodes · Apr 20 – Apr 26
This Week in Invest Like the Best with Patrick O'Shaughnessy (Apr 13 - Apr 19, 2026)
1 episode · Apr 13 – Apr 19
This Week in Invest Like the Best with Patrick O'Shaughnessy (Apr 6 - Apr 12, 2026)
1 episode · Apr 6 – Apr 12
This Week in Invest Like the Best with Patrick O'Shaughnessy (Mar 30 - Apr 5, 2026)
1 episode · Mar 30 – Apr 5
This Week in Invest Like the Best with Patrick O'Shaughnessy (Mar 23 - Mar 29, 2026)
1 episode · Mar 23 – Mar 29