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 (Jul 27 - Aug 2, 2026)
1 episode · Jul 27 – Aug 2
This Week in Invest Like the Best with Patrick O'Shaughnessy (Jul 20 - Jul 26, 2026)
1 episode · Jul 20 – Jul 26
This Week in Invest Like the Best with Patrick O'Shaughnessy (Jul 13 - Jul 19, 2026)
1 episode · Jul 13 – Jul 19
This Week in Invest Like the Best with Patrick O'Shaughnessy (Jul 6 - Jul 12, 2026)
1 episode · Jul 6 – Jul 12
This Week in Invest Like the Best with Patrick O'Shaughnessy (Jun 29 - Jul 5, 2026)
1 episode · Jun 29 – Jul 5
This Week in Invest Like the Best with Patrick O'Shaughnessy (Jun 22 - Jun 28, 2026)
1 episode · Jun 22 – Jun 28
This Week in Invest Like the Best with Patrick O'Shaughnessy (Jun 15 - Jun 21, 2026)
1 episode · Jun 15 – Jun 21
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