Podcasts | Idea Farm

Curated Podcasts

Markets

December 2025

107 minutes

Henry Ellenbogen – Man Versus Machine

Invest Like the Best with Patrick O'Shaughnessy

Henry Ellenbogen discusses man versus machine in investing, balancing human judgment with data driven tools, building durable growth portfolios.

Global Macroeconomics

December 2025

46 minutes

Luke Gromen: Why Cash Is Trash & Gold Is The New King

RiskReversal Pod

Luke Gromen explains cash’s vulnerabilities, gold’s portfolio role, and macro forces reshaping currency and bonds.

Markets

December 2025

30 minutes

Talk Your Book: The State of the Housing Market

Animal Spirits Podcast

Logan Mohtashami breaks down first-time homebuyers, housing supply constraints, and what it takes to fix today’s affordability crunch.

Markets

December 2025

47 minutes

Hetty Green: The Witch of Wall Street [Outliers]

The Knowledge Project

Hetty Green’s story explores extreme frugality, disciplined investing, and how contrarian thinking built one of the largest fortunes of her […]

December 2025

72 minutes

Greg Jensen: Building Bridgewater, mastering AI and the power of radical transparency

In Good Company with Nicolai Tangen

Bridgewater’s Greg Jensen discusses building the firm’s culture, integrating AI into investment research, and navigating macro regimes.

Global Macroeconomics

December 2025

26 minutes

Mohamed El-Erian: ‘AI Is In a Rational Bubble’

At Barron's

Mohamed El Erian explains why AI looks like a rational bubble, reviews macro risks and the state of the Federal […]

Global Macroeconomics

December 2025

70 minutes

An Oil & Gas Revolution Is Underway That Will Change Everything | Doomberg

Thoughtful Money

Doomberg examines AI-driven electricity demand, oil and natural gas outlook, and where investors may find opportunity across energy infrastructure.

Markets

November 2025

59 minutes

The Most Extreme Speculation in 40 Years | Richard Bernstein on What It Means for Markets

Excess Returns

Richard Bernstein discusses market speculation extremes, sentiment and positioning, and how investors can manage risk in late-cycle environments.

Miscellaneous

November 2025

28 minutes

The fight for a legendary shipwreck’s treasure

Planet Money

In 2015, explorers found a ship that sank in 1708 estimated to have treasure worth billions of dollars. But, who […]

November 2025

56 minutes

The Next Revolution: AI, Advertising, and the Collapse of Old Media

The Real Eisman Playbook

Steve Eisman talks with Craig Moffett and Michael Nathanson about Apple’s AI strategy, the collapse of cable and ad agencies, […]

Markets

November 2025

59 minutes

The 100 Year Thinkers | Chris Mayer and Robert Hagstrom on Finding the Next Great Compounders

Excess Returns

Mayer & Hagstrom discuss factor investing, portfolio construction, and how investors can manage expectations through different market cycles.

Portfolio Management

November 2025

74 minutes

Covered Calls: A Devil’s Bargain

Rational Reminder

This episode covers covered call strategies—popular ETFs often marketed on their distribution yields. It explains while they may promise steady […]

CEO

November 2025

109 minutes

How to Live in Everyone Else’s Future (with Shopify CEO Tobi Lütke)

ACQ2

Tobi Lütke talks about Shopify’s evolution, lessons on innovation and implementing AI, and how to stay ahead by living in […]

Alternative Assets

November 2025

43 minutes

Dan Morehead: Crypto – The Most Asymmetric Trade in History

The Master Investor Podcast

Tiger Cub Dan Morehead shares his perspective on crypto as a long-term asymmetric opportunity, discussing blockchain adoption, market cycles, and […]

CEO

October 2025

56 minutes

#247: Sharon Price John, CEO of Build-A-Bear – Meaning is your brand’s superpower

Herb Wagner shares his approach to opportunistic value investing, portfolio construction, and lessons from building FinePoint Capital.

October 2025

98 minutes

$46B of hard truths from Ben Horowitz: Why founders fail and why you need to run toward fear (a16z co-founder)

Lenny's Podcast

Ben Horowitz reflects on leadership challenges, company culture, and the hard truths behind building and scaling successful businesses.

Markets

October 2025

57 minutes

Morgan Housel on The Illusion of Wealth and Happiness

The Meb Faber Show

Morgan Housel talks about money’s role in happiness, the pitfalls of comparing wealth, and why perception often outweighs reality in […]

Markets

September 2025

71 minutes

How to Earn Stock Market Returns With Half the Risk

The Compound and Friends

Steve Romick discusses risk management, value investing, and lessons from surviving the dot-com bubble while markets move faster than ever.

Portfolio Management

September 2025

40 minutes

How should I be positioned? with Cliff Asness (AQR) and Jason Draho (UBS CIO)

UBS Market moves

Cliff Asness discusses electronic trading’s market impact, how AI is shaping investment approaches, and the current macro outlook with portfolio […]

Markets

September 2025

49 minutes

Lawrence Lam: ‘The Types of Companies That Attract Me Are Founder-Led and Profitable’

The Long View

Lawrence is the founder of a firm that specializes in founder-led companies globally and recently published a book on the […]

Portfolio Management

September 2025

56 minutes

The Underperformance of Target Date Funds

Rational Reminder

David Brown discusses target date funds, benchmarking glide paths, and the challenges of active management in retirement portfolios.

Financial History

August 2025

56 minutes

Plain History: How the Transcontinental Railroads Built the Modern World

Plain English

Derek Thompson looks back at the development of US railroads in the late 1800s to learn about the nature of […]

Markets

August 2025

46 minutes

Paid to Sweat: Centerbridge’s Jeff Aronson on the Growth of Private Markets

Exchanges

Aronson discusses his career and path to building Centerbridge, and the opportunities and challenges facing private investment managers today.

Markets

August 2025

98 minutes

Mark Bertolini – Performance During Pain

Invest Like the Best with Patrick O'Shaughnessy

Oscar Health’s CEO covers the near-death experience that shaped so much of his life and leadership framework, how a decision […]

Markets

August 2025

61 minutes

Show Us Your Portfolio: Aswath Damodaran

Excess Returns

Professor Damodaran covers his investing philosophy, asset allocation, position sizing rules, lifecycle diversification, and the lessons he’s learned from decades […]

Miscellaneous

August 2025

57 minutes

The Crisis of Men and Boys — with Jonathan Haidt and Richard Reeves

The Prof G Pod

Anthony Scaramucci, Scott Galloway & Andrew Yang discuss why so many young men are struggling to find purpose, the role […]

Global Macroeconomics

August 2025

84 minutes

The Hundred Year Pivot Ep. 7 – Edward Chancellor

The Grant Williams Podcast

Chancellor discusses the century-long evolution of money and interest rates, the political and societal consequences of ‘mispriced’ money, and whether […]

Markets

August 2025

63 minutes

Kate Moore, Chief Investment Officer at Citi Wealth

The Walker Webcast

Moore gives a presentation about the macro landscape, touching on the labor market, investor positioning, and the gap between public […]

Markets

August 2025

93 minutes

Andrew Milgram – Full-Contact Capitalism

Invest Like the Best with Patrick O'Shaughnessy

Milgram leads an alternative investment firm that invests in credit opportunities and special situations. He shares his unique approach to […]

Global Macroeconomics

August 2025

59 minutes

KKR’s Henry McVey – Regime Change is Here: Think Differently About Asset Allocation | #592

The Meb Faber Show

Henry McVey outlines why a new macro regime is emerging, how it reshapes asset allocation, and where investors can find […]

Markets

July 2025

59 minutes

Jon Gray: Leadership, Scaling Blackstone, Market Trends

The Insightful Investor

Gray shares his views on leadership, building Blackstone, and his outlook on the evolving landscape of investing and innovation

Global Macroeconomics

July 2025

56 minutes

Ray Dalio: The Risks Are NOT Priced In – Here’s What Happens Next

The Master Investor Podcast

Dalio to discuss the growing risks in global debt markets, the complacency he sees in bond pricing, and the investment […]

Miscellaneous

July 2025

48 minutes

How the Jordan Brand grew into a $7 billion business

No Free Lunch with Ndamukong Suh

Larry Miller explains how he went from being incarcerated to become the President of the Portland Trail Blazers and President […]

July 2025

78 minutes

Leonard Kleinrock: Internet Creation, AI Future

Insightful Investor

Kleinrock helped invent the Internet and supervised the sending of its first message in 1969. He reflects on how the […]

Markets

July 2025

38 minutes

The mindset of a contrarian investor – Anthony Bolton

In Good Company with Nicolai Tangen

Bolton explains why popularity is risk, how the best investment opportunities often feel uncomfortable, and why current market dynamics may […]

June 2025

31 minutes

Jim Chanos on the Nuttiness of ‘Bitcoin Treasury Companies’

Odd Lots

Jim Chanos shares his thoughts on MicroStrategy, data centers, Carvana, Zohran Mamdani and more.

Portfolio Management

June 2025

36 minutes

How should I be positioned? with Dan Ivascyn (PIMCO) and Jason Draho (UBS CIO)

UBS Market moves

Ivascyn and Draho walk through how to approach asset allocation in today’s market and macro environment. They also spend time […]

Companies

June 2025

70 minutes

Beretta: 500 Years of Italian Exceptionalism

Preferred Shares Podcast

The episode walks through the history of Beretta, a company that has been a significant player in the firearms industry […]

Markets

June 2025

24 minutes

Mid-year outlook: diversify and hedge

Exchanges

Goldman Sachs examines the dynamics driving markets now, and discuss the investment strategies that could work in the second half […]

Markets

June 2025

63 minutes

Cliff Asness

Money Stuff

Asness talks about about value and momentum, meme stocks, market timing, explaining factors, how much to charge for alpha, private […]

Global Macroeconomics

June 2025

28 minutes

Why Recessions Aren’t What They Used to Be

Merryn Talks Money

StoneX’s Vincent Deluard explains why, in a US economy based on intangibles and the seemingly constant stimulus of government spending, […]

Portfolio Management

June 2025

72 minutes

Rob Arnott & Cam Harvey on Passive Investing Risks, The AI Boom & Stimulus That Doesn’t Stimulate | #587

The Meb Faber Show

Rob Arnott and Cam Harvey discuss the growing risks of passive investing, factor crowding, and why active strategies may regain […]

Global Macroeconomics

June 2025

147 minutes

China’s Manufacturing Dominance: State Directives & Ruthless Competition — Arthur Kroeber

Dwarkesh Podcast

Gavekal Dragonomics’ Arthur Kroeber walks through how China achieved high-tech manufacturing dominance and how the US & China can create […]

Alternative Assets

June 2025

70 minutes

MacroVoices #485 Jeff Currie: The Joule Order

Macro Voices

Carlyle’s Jeff Currie covers the global macro landscape, the energy transition, and how it affects specific commodities, including gold, oil […]

Financial History

June 2025

30 minutes

Ep54 “The Rise And Fall of Great Societies: Lessons from History” with Victor Davis Hanson

All Else Equal: Making Better Decisions

This episode explores the complexities and fragilities of successful societies, how specialization can lead to higher living standards but also […]

June 2025

113 minutes

Michael Calvey (on being wrongfully imprisoned in Russia)

Armchair Expert with Dax Shepard

Investor, businessman, and author Michael Calvey walks through what it was like to be an early tech investor in Russia […]

Global Macroeconomics

June 2025

49 minutes

How Apple Became So Reliant on China & What it Means For Their Future

a16z

Former Microsoft Windows chief Steven Sinofsky shares a thoughtful view on how Apple’s pursuit of design excellence and supply chain […]

Global Macroeconomics

June 2025

136 minutes

#209 Erik Prince & Erik Bethel – The China / Taiwan Conflict

Shawn Ryan Show

Prince and Bethel have an in depth conversation about the situation between China and Taiwan, and the implications for the […]

Global Macroeconomics

June 2025

105 minutes

Whitney Baker on the End of ‘Buy the Dip’ & the American Bubble | #586

The Meb Faber Show

Whitney Baker explains why the “buy the dip” era may be ending, highlighting global liquidity shifts, policy constraints, and changing […]

Portfolio Management

June 2025

49 minutes

Greg Sharenow: Inflation History, Outlook, and Hedging

Insightful Investor

Sharenow leads PIMCO’s commodity and real asset strategies. He discusses the forces driving inflation, how investors can navigate today’s evolving […]

Markets

May 2025

63 minutes

TIP725: First Principles of Valuation w/ Tim Koller

We Study Billionaires

The leader author of Valuation: Measuring and Managing the Value of Companies walks through how companies create shareholder value, what […]

Markets

May 2025

59 minutes

Michael Cembalest on Why AI Is the Stock Market Bet of the Century

Odd Lots

Cembalest explains why AI is the market “bet of the century” and why the dominance of US big tech can’t […]

Alternative Assets

May 2025

90 minutes

Graham Weaver – Building Alpine

Invest Like the Best with Patrick O'Shaughnessy

Private-equity founder Graham Weaver walks through Alpine Investors’ unique strategy, which focuses on the thousands of $20 million revenue businesses […]

Miscellaneous

May 2025

34 minutes

The secret world behind those scammy text messages

Short-seller Carson Block discusses how activist short-sellers expose fraud, some of his biggest shorts, the problem with CEO compensation, and […]

Global Macroeconomics

May 2025

56 minutes

How to break a country (and maybe save one), with Rob Johnson

Gavekal CEO Louis-Vincent Gave argues that a weakening dollar, fading Treasury appeal, and a looming U.S. recession call for investors […]

Markets

May 2025

55 minutes minutes

Henry Blodget on AI, Dot-Coms, and What’s Changed In 25 Years

David Nadig discusses exotic ETF offerings which may leave investors without the exposure and protection from issuers they think they […]

Portfolio Management

March 2025

74 minutes minutes

Bold Allocations at The Dietrich Foundation

Haynes discusses the evolving landscape of index rebalancing and its impact on hedge funds, including the staggering $900 million loss […]

Markets

March 2025

52 minutes minutes

Alex Sacerdote – Riding S-Curves at Whale Rock

Capital Allocators

Tech-focused investor Alex Sacerdote applies his S-Curve framework to key trends today, including AI, the Mag 7, cloud computing, electronic […]

Economics

March 2025

63 minutes minutes

626. Ten Myths About the U.S. Tax System

Freakonomics Radio

Freakonomics separates fact from fiction around U.S. tax policy and the national debt.

Markets

March 2025

59 minutes minutes

Eric Markowitz

This Week in Intelligent Investing

Markowitz covers his path in journalism and investing, as well as his current research into how the world’s oldest and […]

Markets

February 2025

45 minutes minutes

GMO’s Jeremy Grantham Warns US Stocks Are About to Be Crushed

Merryn Talks Money

Jeremy Grantham covers the dangers of leverage in this cycle, when we’ll see a correction, and the fate of the […]

Portfolio Management

February 2025

66 minutes

Goldman Sachs’ Peter Oppenheimer on Concentration, Corrections & What To Do Next | #572

The Meb Faber Show

Peter Oppenheimer discusses the risks of market concentration, factors that could trigger a correction, and strategies for navigating late-cycle equity […]

Markets

February 2025

39 minutes minutes

Paul Singer: Activist Investing, Market Risks and Avoiding Losses

In Good Company with Nicolai Tangen

One of the world’s most influential activist investors walks through the intricacies of activist investing and why he says the […]

Global Macroeconomics

February 2025

29 minutes minutes

Jim Bianco on What a ‘Mar-a-Lago Accord’ Could Mean for the Economy

Odd Lots

Bianco explains the “Mar-a-Lago Accord” – the idea that the Trump administration could achieve its economic aims through a reordering […]

Markets

February 2025

58 minutes minutes

Rethinking Investing with Greenwich Associates’ Charles Ellis

Masters in Business

Legendary investor Charlie Ellis discusses his path through finance, the evolution of his investing philosophy, and his new book, Rethinking […]

Markets

February 2025

65 minutes minutes

Michael Mauboussin: The One Job of an Equity Investor

Rational Reminder

Mauboussin covers capital allocation strategies, the shifting landscape of private equity, accounting challenges with intangibles and more.

Alternative Assets

February 2025

83 minutes

Marc Andreessen – The Battle For Tech Supremacy

Invest Like the Best with Patrick O'Shaughnessy

a16z’s Marc Andreessen talks about AI & DeepSeek, politics, the tech arms race between US & China, and more.

Economics

February 2025

55 minutes minutes

Is Professional Licensing a Racket?

Freakonomics Radio

With licensing now applying to 20% of the U.S. workforce, Rebecca Allensworth calls licensing boards “a thicket of self-dealing and […]

Markets

February 2025

65 minutes minutes

Show Us Your Portfolio: Mike Taylor | Inside the Investment Strategy of a Hedge Fund Veteran

Excess Returns

20VC

Pishevar does not hold back when sharing the inside story of Uber’s meteoric rise and the fallout from Travis Kalanick’s […]

Markets

January 2025

142 minutes minutes

RWH053: Trouble Ahead w/ Bill Priest

The Investor's Podcast

Priest talks about his core investing principles & why he believes investors are too complacent in the face of mounting […]

Markets

January 2025

97 minutes minutes

#212 Tony Deden – Master Value Investor

State of the Markets

Tony Deden shares his investment philosophy, the importance of understanding businesses and why he avoids speculation.

Global Macroeconomics

January 2025

55 minutes minutes

Mohamed El-Erian, President of Queens’ College, University of Cambridge

Walker Webcast

El-Erian discusses the resilience of the US economy, his own investing missteps with Bitcoin, and his advice on portfolio construction […]

Portfolio Management

December 2024

55 minutes minutes

Eugene Fama — For Whom Is The Market Efficient?

The Joe Walker Podcast

ReThinking

Rober is a former NASA engineer and now runs YouTube’s most followed science channel. He shares his storytelling techniques and […]

Miscellaneous

December 2024

92 minutes minutes

Micky Malka – Building Ribbit

Invest Like the Best with Patrick O'Shaughnessy

Ribbit Capital’s founder covers the founding principles behind Ribbit’s mission to innovate financial services, the possibilities enabled by the intersection […]

Global Macroeconomics

December 2024

60 minutes minutes

Will AI Generate a New Growth Wave of Creative Destruction? | Herman Mark Schwartz

Hidden Forces

Schwartz discusses AI’s potential to create a new growth wave of creative destruction and the possible implications for business, society, […]

Industry Reports

December 2024

75 minutes minutes

Max Meyer Launched a Print Magazine in 2024. Here’s Why. (EP.245)

Infinite Loops

Meyer shares the story of the Arena Magazine, which aims to “make it okay to dream in public again” and […]

Wealth Management

December 2024

85 minutes minutes

How Much of a Good Thing is Too Much? Victor Haghani Interview

Patrick Boyle on Finance

Haghani discusses how much risk an investor should take to safely grow their wealth, how much of a good thing […]

Markets

December 2024

153 minutes minutes

#327 – Saum Sutaria, M.D.

The Drive

Sutaria gives a primer on the US healthcare system, covering the choices, costs and challenges that both individuals and providers […]

Alternative Assets

November 2024

172 minutes minutes

Cyan Banister

The Tim Ferriss Show

Banister recounts her journey from homelessness to rising as a leading angel investor and investing in more than 100 companies, […]

Markets

November 2024

35 minutes minutes

How should I be positioned? with Richard Bernstein (RBA) and Jason Draho (UBS CIO)

UBS Market moves

Bernstein & Draho have discussion about the year-ahead, spanning the macroeconomic environment, to markets, to the landscape across Washington DC. […]

Alternative Assets

November 2024

108 minutes minutes

Prediction Markets and Beyond

a16z

Professors Alex Tabarrok and Scott Duke Kominers separate the hype from the reality of prediction markets and where crypto and […]

Portfolio Management

November 2024

104 minutes minutes

The Old Man Yells at the Cloud

The Compound and Friends

Cliff Asness discusses the less-efficient market hypothesis, value investing, the quant world, private equity, and more

Portfolio Management

November 2024

57 minutes minutes

John Glidden – Delta Airlines Pension Fund Turnaround

Capital Allocators

Gidden explains how he improved Delta’s funding status from 42% 13 years ago to 102% today, creating the largest corporate […]

Behavioral Finance

November 2024

30 minutes minutes

New Phenomena in Behavioral and Social Investing

Knowledge at Wharton

Matt Levine examines the GameStop and AMC meme stock sagas, highlights the role of behavioral finance in shaping investor actions […]

Personal Finance

November 2024

50 minutes minutes

The Real Value of Money- with Nadja Taranczewski

The Leading Edge

The discussion delves into transforming unconscious beliefs about money through inner work, enabling individuals to align their financial relationships with […]

Global Macroeconomics

November 2024

46 minutes minutes

Why the Fed Risks Losing Control of the Bond Market | Andy Constan

Hidden Forces

Constan explains why he believes the Federal Reserve is at risk of losing the long-end of the bond market, which […]

Global Macroeconomics

November 2024

69 minutes minutes

Making Sense of Markets in a Post Election World | Grant Williams and Ben Hunt

Excess Returns

Williams and Hunt discuss how trust, or lack thereof, shapes both political and market narratives and how “number go up” […]

Markets

November 2024

55 minutes minutes

Charlie Dreifus: ‘You Have to Dig Deeper to Find Inefficiencies. But They’re There’

The Long View

Royce Special Equity Funds portfolio manager Charlie Dreifus covers timely and timeless lessons from his career.

Global Macroeconomics

November 2024

57 minutes minutes

Stan Druckenmiller: Inside the mind of a legendary investor

In Good Company with Nicolai Tangen

Renowned investor Stanley Druckenmiller shares his approach to major trades and offers a unique perspective on today’s market, discussing inflation […]

Global Macroeconomics

November 2024

62 minutes minutes

Scott Bessent – Macro Maven

Capital Allocators

Macro investor (and possible future US Treasury Secretary) Scott Bessent shares lessons from legendary investors like George Soros and Stanley […]

Global Macroeconomics

October 2024

Christopher Kirchhoff on Military Innovation and the Future of War (Ep. 225)

Conversations with Tyler

The founder of the Pentagon’s Silicon Valley office discusses how advancements in drone warfare, hypersonic weapons, and AI are reshaping […]

Global Macroeconomics

October 2024

34 minutes minutes

U.S. vs. China: AI, Robotics & the New Global Arms Race

The Ben & Marc Show

a16z co-founders discuss the competition between the US & China in AI & robotics, China’s rapid ascent in the automotive […]

Markets

October 2024

65 minutes minutes

Ricky Sandler – Evolution of Long-Short Equity Investing

Capital Allocators

Sandler covers the evolution of long-short investing over the past three decades, how he’s adapted his investment process, and why […]

Miscellaneous

October 2024

37 minutes minutes

My Favorite Book: An Astounding Look at How Fast the World Can Change

The Morgan Housel Podcast

Housel digs into one of his favorite books of all time: The Big Change by Frederick Lewis Allen, which was […]

Markets

October 2024

30 minutes minutes

Which Stocks Scott Galloway Is Bullish on for 2025

Money Rehab with Nicole Lapin

Galloway explains which stocks he’s bullish on, which stocks he’s bearish on, and what economic predictions he has for the […]

Alternative Assets

October 2024

75 minutes minutes

OI10: The Untold Side of the Turtle Trading Legacy ft. Bill Eckhardt & Rob Sorrentino

Top Traders Unplugged

In his first podcast episode ever, Eckhardt shares his journey from the renowned Turtle trading experiment to his current systematic […]

Author

October 2024

Episode 75: Jason Zweig talks about his life, career, books, and Benjamin Graham, host Rick Ferri

Bogleheads On Investing Podcast

Jason Zweig shares his thoughts on the lasting impact of Benjamin Graham’s principles on modern investing and how these ideas […]

Portfolio Management

September 2024

65 minutes

David Salem – Investment Wisdom from the Owner’s Box

Capital Allocators

Salem, the founding president and CIO of TIFF, shares principles that guide successful investment strategies, lessons from investing greats, and […]

Alternative Assets

September 2024

45 minutes

Jigar Shah on the Three Big Things Driving the Nuclear Energy Revival

Odd Lots

The head of the Loan Programs Office at the Department of Energy talks about the policies and economic conditions behind […]

Global Macroeconomics

September 2024

Our Food Is Killing Us. Regenerative Farming Fixes This. | Joel Salatin

Thoughtful Money

“The most famous farmer in America” talks about issues in our food system why the government and Big Ag oppose […]

Miscellaneous

September 2024

17 minutes minutes

From Baseline to Bottom Line: The intersection of tennis and Investing

The Bid

BlackRock’s Ronald Van Loon uses a commencement speech by Roger Federer as a jumping off point to discuss the parallels […]

Industry Reports

September 2024

Rae Maile: A Lifetime in Tobacco

Preferred Shares Podcast

From changing market dynamics like the rise of next-gen nicotine products to the industry’s resilience against regulatory barriers and moral […]

Alternative Assets

September 2024

73 minutes

Sport Meets Finance! Investing in Liverpool FC, PSG, Boston Red Sox and F1 – With Ian Charles, Co-Founder of Arctos

Money Maze

One of the world’s largest sports investors covers the state of play on the sports business ecosystem.

Miscellaneous

September 2024

69 minutes minutes

Nir Eyal — How To Become An Indistractable Force (EP.235)

Infinite Loops

Eyal gives a masterclass on understanding the psychology behind our impulses and how you can better manage boith your time […]

Alternative Assets

September 2024

60 minutes

How Sequoia Capital’s Roelof Botha is forging the future

Exchanges

Botha discusses his career, Sequoia’s culture and investment processes, and how he finds and builds enduring businesses.

Private Equity

September 2024

19 minutes minutes

How a 7-Eleven takeover could reshape corporate Japan

Behind the Money

The FT looks at whether the 7-Eleven takeover is a signal that companies in Japan are now considering foreign acquisitions […]

Economics

August 2024

51 minutes

Raj Chetty’s Surprising New Insights On How Children Succeed

Capitalisn't

Chetty shares what his latest research says about how and under what circumstances Americans move up the economic ladder.

Markets

August 2024

69 minutes

Value Investing in a Changing World with Aswath Damodaran

Excess Returns

Prof. Damodaran discusses the importance of wealth preservation, blending academic rigor with practical insights and the dangers of performance chasing.

Markets

August 2024

91 minutes

Gavin Baker – AI, Semiconductors, and the Robotic Frontier

Invest Like the Best with Patrick O'Shaughnessy

Baker covers the competition among the Magnificent Seven, what he’s learned from Nvidia, and how investors should approach the current […]

Portfolio Management

August 2024

62 minutes

Challenging “Stocks for the Long Run” with Jason Buck

Excess Returns

Jason Buck explaining why the impressive historical returns of the US stock market may be an outlier, the importance of […]

Miscellaneous

August 2024

64 minutes minutes

The Pillars of Life with Marshall Goldsmith

The James Altucher Show

World-renowned leadership coach Marshall Goldsmith discusses the philosophy behind effective leadership and how to balance ambition with personal fulfillment.

Alternative Assets

August 2024

47 minutes

Joe Montana Interview Live from Modern Treasury Transfer

ACQ2

Montana shares some of the lessons learned from winning Super Bowls with the 49ers and how he applies to his […]

Markets

August 2024

21 minutes

The hidden world behind your new “banking” app

Planet Money

Planet Money covers the rise of fintechs that might resemble banks but aren’t, and what the fintech industry reveals about […]

Markets

August 2024

104 minutes

John Pease, GMO

Thoughtful Money

Pease argues that despite the broad overvaluation of US stocks, high-quality companies and deep-value stocks are attractive today.

Markets

August 2024

67 minutes

TIP650: Jeremy Grantham

We Study Billionaires

Grantham shares his updated views on the stock market, covering AI, bubbles, the fertility crisis, climate change, and more.

Global Macroeconomics

August 2024

92 minutes

MacroVoices #440 Louis-Vincent Gave: What Just Happened?

Macro Voices

For the first 60 minutes, Louis-Vincent Gave covers gold prices and emerging markets, China’s long-term energy policy and what this […]

Markets

August 2024

65 minutes

Successful Investing in a Disrupted World ft. Aswath Damodaran

Top Traders Unplugged

Professor Damodaran explains how structural shifts in the economy have fundamentally altered the investing landscape.

Markets

August 2024

122 minutes

McDonald’s

The Power Law Investing Podcast

Thoughtful Money

Hussman explains his rationale for why he thinks we’re on the precipice of the third great market correction of his […]

Portfolio Management

June 2024

94 minutes

#26 – Rob Arnott: Quant Investing, Asset Class Outlook

The Insightful Investor

Rob Arnott talks about quant investing, the outlook for various asset classes, rebalancing alpha & more.

72 minutes

Rising Above the Noise in Consumer VC with Kirsten Green of Forerunner | E1961

This Week in Startups

Mark Suster speaks with Kirsten Green on the evolution of consumer-focused venture capital and how AI is impacting consumer companies […]

Markets

June 2024

37 minutes

The Hyper-Curious Billionaire – Jim Simons (1938-2024)

The Numberphile Podcast

This episode looks back at Jim Simons’ love of math, approach to philanthropy, and philosophy towards life.

Entrepreneurship

May 2024

69 minutes

He Turned $300/mo Into $3,750,000/mo From GARDENING

My First Million

This is a fun episode with Kevin Espiritu (aka The Plant Daddy) about how he turned his side hustle into […]

Real Estate

May 2024

37 minutes

Ethan Penner on Choosing Greatness & Pioneering New Markets on Wall Street

American Optimist

Ethan Penner starts by discussing his real estate career, which includes the creation of the CMBS market. Then he gets […]

Entrepreneurship

May 2024

53 minutes

How Gary Vee Predicts The Next Facebook (Every Time)

My First Million

Gary Vee shares which of his investments paid off the most and what he’s noticed from hanging out with people […]

Alternative Assets

May 2024

45 minutes

Jeff Currie on Why Copper Is His Highest-Conviction Trade Ever

Odd Lots

Carlyle Group’s Jeff Currie (previously the Global Head of Commodities Research at Goldman Sachs) shares why copper is his highest-conviction […]

Miscellaneous

May 2024

159 minutes

Dr. James Hollis: How to Find Your True Purpose & Create Your Best Life

Huberman Lab

Andrew Huberman speaks with Dr. James Hollis about finding and pursuing one’s purpose in life.

Portfolio Management

May 2024

68 minutes

Cliff Asness – Simple Investing is Hard

Capital Allocators

AQR’s Cliff Aness discusses regime changes in factors, handling difficult periods for performance, serving on investment committees and more.

Quantitative Investing

May 2024

95 minutes

Jim O’Shaughnessy

Masters in Business

Jim O’Shaughnessy talks about his career, quantitative investing, and why AI will impact everything from art to stocks.

Financial Fraud

May 2024

40 minutes

Harry Markopolos, “The Man Who Knew”

Weniger explains the ‘pension wars’ concept & the potential for a domino effect in global equity markets.

Entrepreneurship

April 2024

46 minutes

Elon Musk: AI, Space, free speach, leadership and hardcore

In Good Company with Nicolai Tangen

Elon Musk talks with Nicolai Tangen about AI, Twitter, free speech, the future of space, and more.

Alternative Assets

April 2024

72 minutes

Gold’s Shining Moment & A Conversation with Roy Niederhoffer

RiskReversal Pod

Starting at 31:00, Niederhoffer talks about drivers of volatility in the markets, trend-following, trading/behavioral biases & more.

Markets

April 2024

48 minutes

Steve Eisman on the Three Big Macro Stories of Our Time

Odd Lots

Eisman covers the three dominant macro stories today: AI, infrastructure and crypto. He thinks the first two may last a […]

Markets

April 2024

65 minutes

The Case for Value Investing with Tobias Carlisle

Excess Returns

Carlisle talks about the struggles of value investing and why he thinks they present a significant opportunity to long-term investors.

Miscellaneous

April 2024

64 minutes

Reed Hastings, Co-Founder of Netflix — How to Cultivate High Performance, The Art of Farming for Dissent, Favorite Failures, and More (#730)

The Tim Ferriss Show

Hastings talks about how to cultivate high performance, his favorite failures, the art of farming for dissent & more.

Markets

April 2024

42 minutes

Capital Group’s Rob Lovelace on long-term investing, succession planning, and leadership lessons

Exchanges

Lovelace discusses the firm’s investment process and culture, how he’s thinking about macro trends, and his lessons for leadership.

Markets

April 2024

90 minutes

Chris Hansen – Investing in Short

Art of Investing

Valiant Capital’s Chris Hansen covers his investing journey so far, the complexities and challenges of short selling, and how private […]

Alternative Assets

March 2024

66 minutes

Finding Alpha in Unexpected Places: Doug Greenig on Trend Following Beyond Developed Markets

The Derivative

Greenig talks about pursuing global trends & capturing narrative shifts.

Portfolio Management

March 2024

58 minutes

Value Investing, Inflation and Expected Returns with Rob Arnott

Excess Returns

Rob Arnott discusses investing in a high inflation world, factor timing, AI, value investing & more.

Global Macroeconomics

March 2024

73 minutes

Russell Napier On The Rise And Fall Of The Age Of Debt And China’s Choice Between Deflation and Devaluation

Forward Guidance

Napier discusses the rise and fall of the age of debt and China’s choice between deflation and devaluation.

Global Macroeconomics

March 2024

64 minutes

#13 – Jim Haskel: Bridgewater, Diversification, Outlook

The Insightful Investor

Haskel is a Portfolio Strategist, Head of Client Service and Editor of Bridgewater’s Daily Observations. He discusses his experience at […]

Miscellaneous

March 2024

54 minutes

#2 – Geoffrey West: The Scaling Laws Behind Living Organisms, Cities, Businesses, and Technologies

Scaling Theory

West is the former President of the Santa Fe Institute and author of Scale: The Universal Laws of Life, Growth, and […]

Global Macroeconomics

March 2024

41 minutes

Ep 82: Rising Inflation? Looming Recession? The State of the Economy with Whitney Baker

American Optimist

Whitney Baker lays out the principles behind macro investing and how credit flows, borrowing cycles, and monetary policy drive global […]

Miscellaneous

March 2024

37 minutes

Achieving greater things with Adam Grant

How I Built This

Adam Grant shares what great entrepreneurs have in common and why “growth is not about the genius you possess; it’s […]

Markets

March 2024

102 minutes

#12 – Jeremy Grantham: Bubbles, AI, Climate Change, Population Growth

The Insightful Investor

GMO’s Jeremy Grantham covers a range of topics, including investment bubbles, AI, crypto, reversion to the mean, climate change, population […]

Miscellaneous

March 2024

23 minutes

The billion dollar war behind U.S. rum

The Planet Money

The Planet Money podcast investigates the rum war, a tax scheme and Captain Morgan.

Alternative Assets

March 2024

41 minutes

Ep. 207: Dave DeWalt on Cyber Warfare, Attacks on US Election, and AI

Macro Hive Conversations

This is a fantastic episode featuring Dave DeWalt, who is as informed as anyone on cybersecurity after spending 15 years […]

Economics

March 2024

88 minutes

Steven D. Levitt (Freakonomics co-author and University of Chicago Economics Professor)

The Capitalism and Freedom in the Twenty-First Century

Levitt discusses his career, how the Freakonomics media empire got started, and his recent decision to retire from academics.

Global Macroeconomics

March 2024

45 minutes

Michael Green: Broken Markets

The Phil Bak Podcast

Phil Bak & Mike Green talk about the over-emphasis of indexing, passive investment, the reduced reward for conducting fundamental analysis, […]

Markets

March 2024

58 minutes

Liz Ann Sonders: There’s No Such Thing As A Typical Interest Rate Cutting Cycle

Forward Guidance

Liz Ann Sonders shares her investment and economic outlook for the U.S.

Alternative Assets

March 2024

52 minutes

Behind the Markets Podcast: Art Berman

Behind the Markets Podcast

At 11:17, Art Berman joins Jeremy Schwartz to discuss everything oil and energy. He talks about energy blindness, the excess […]

Miscellaneous

March 2024

108 minutes

Sean Feeney – Reinventing the Restaurant Business

Invest Like the Best with Patrick O'Shaughnessy

Grove House Hospitality Group’s Sean Feeney shares his journey from finance to the restaurant business and how to balance art, […]

Wealth Management

March 2024

70 minutes

Quick Drop: Wes Gray – Talking about BOXX, creating an ETF, and more

The Business Brew

Alpha Architect’s Wes Gray talks about the BOXX ETF, how he helps people start their own ETFs, why value & […]

Markets

March 2024

95 minutes

Warren Buffett’s Margin of Safety

The Compound and Friends

Larry Cunningham shares how he developed a relationship with Warren Buffett, corporate governance, ESG, and more.

Alternative Assets

February 2024

60 minutes

RiskReversal Pod

Liquidity

David Weisburd, Mark Suster, Samir Kaji & Jason Calacanis discuss the 2024 venture market, selling secondaries, IPOs in 2024, & […]

Markets

February 2024

50 minutes

Is Short Selling Dead? With Jim Chanos

Capitalisn't

Chanos discusses closing his main hedge funds, the role of short sellers, and how to ensure fair and transparent markets.

Alternative Assets

February 2024

49 minutes

Founders Fund’s Brian Singerman on building a legendary VC firm, “Adapt or Die” and “Ikigai” | E1896

This Week in Startups

Singerman talks about working at legendary VC firm, the need to adapt or die, and where he sees opportunities today.

Markets

February 2024

68 minutes

David Einhorn: Market Structures Are Broken

Masters in Business

David Einhorn shares how he’s adjusted his investment strategy as the market changed during his career.

Markets

January 2024

48 minutes

Billionaire Boaz Weinstein’s Winning Strategies In A Volatile Market 📈 | E52

The Money Mondays

Weinstein discusses investing in closed end funds, having lunch with his idol Ed Thorp, the role of dry powder and […]

Alternative Assets

January 2024

54 minutes

Arjun Murti – ”We’re in the midst of a MESSY energy transition”

The Geopolitics of Commodities

Arjun Murti, Goldman Sachs’ former Head of Energy Equity Research, explains why he doesn’t believe it will go as smooth […]

Alternative Assets

January 2024

55 minutes

E32: Ashby Monk, Stanford Professor on How to Become a Billionaire in Private Equity

How I Invest

Ashby Monk & David Weisburd discuss the role and operation of asset owners like pension funds and endowments, their compensation […]

Markets

January 2024

43 minutes

Inner Game with Steve Cohen

Stray Reflections

In a rare interview, Steven Cohen, CEO of Point 72 Asset Management, offers a rare glimpse at how he approaches […]

Global Macroeconomics

January 2024

58 minutes

Paul Podolsky: Markets, Geopolitics

Insightful Investor

Former Bridgewater Portfolio Strategist Paul Podolsky shares insights on investment philosophies, markets and geopolitics.

Alternative Assets

January 2024

88 minutes

Bill Gurley, Brad Gerstner, & Jason Calacanis on the state of tech markets, hosted by David Weisburd | E1875

This Week in Startups

These four had an entertaining and informative conversation on the state of startups, AI & venture capital today.

Portfolio Management

January 2024

61 minutes

Rob Arnott: ’24 will be ‘a year of living dangerously’ but find the values

Money Life with Chuck Jaffe

From 16:00 – 34:30, Research Affiliates’ Rob Arnott shares his expectations for 2024 and why he believes it’s a great time […]

Alternative Assets

January 2024

113 minutes

Fixing Higher Education & New Startup Opportunities

The Ben & Marc Show

Ben and Marc delve into actions that existing institutions can take to improve their situations. They also discuss some startup […]

Markets

December 2023

51 minutes

John Armitage – Navigating Macroeconomic Shifts

Value Investing with Legends

Egerton Capital’s Chief Strategist shares insights into navigating the complexities of portfolio management and the art of risk-taking in fluctuating […]

Entrepreneurship

December 2023

54 minutes

Prof G Markets: Scott’s Nine Businesses

The Prof G Pod

Scott Galloway walks through his career in entrepreneurship, from starting a video rental company before business school, to going public […]

Portfolio Management

December 2023

49 minutes

Nicolai Tangen – Overseeing the Largest Sovereign Wealth Fund

Capital Allocators

Nicolai Tangen oversees the $1.3 trillion Norwegian Sovereign Wealth Fund. In this episode, he discusses the history of the Norwegian […]

Portfolio Management

December 2023

65 minutes

Financing Biotech: Portfolio Theory and Netflix-Inspired Models

The Bioverge Podcast

MIT Professor of Finance Andrew Lo discusses his application of portfolio theory to address the challenges of funding drug development. […]

December 2023

126 minutes

Celebrating Charlie Munger w/ Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis

We Study Billionaires

In this special tribute, William Green celebrates the life & legacy of investing legend Charlie Munger by sharing stories about […]

Markets

December 2023

59 minutes

Ben Inker: What Looks Cheap and Dear in Today’s Market

The Long View

GMO’s Ben Inker talks about the quality factor, how extreme the performance of the Magnificent 7 stocks has been, growth […]

Alternative Assets

December 2023

73 minutes

Justin Ishbia – Lessons from Acquiring 586 Companies

Invest Like the Best with Patrick O'Shaughnessy

Ishbia is the Founding Partner of Shore Capital, a private equity firm that invests in microcap businesses. He shares lessons […]

Economics

December 2023

68 minutes

The Facts Are In: Two Parents Are Better Than One

Lenehan is the CEO of Four Corners Property Trust, a listed REIT. He discusses the state of the real estate […]

Economics

December 2023

49 minutes

Conversation with Raj Chetty — Driving Upward Economic Mobility

The Prof G Pod

Few people study economic opportunity as much as Raj Chetty. In this episode, Chetty shares how higher education and a […]

Markets

December 2023

97 minutes

Brad Gerstner – Investor, Essentialist, Patriot

Joys of Compounding

Acquired

Charlie Munger looks back on his career and shares countless investing lessons.

Alternative Assets

November 2023

66 minutes

A brief history of Corn, food co valuations, GMO vs non GMO, and a guacable chip with Zack’s Mighty founder Zack Gazzaniga

The Derivative

This is a fun interview with the entrepreneur ‘trying to rewrite what it means to be a tortilla chip.’ He […]

Global Macroeconomics

November 2023

88 minutes

Mike Green & Bob Elliott: “Hard Landing” In Store For Economy In 2024

Forward Guidance

Mike Green and Bob Elliott share their thoughts on the late cycle slowdown coming throughout the end of 2023 & […]

Markets

November 2023

81 minutes

Aswath Damodaran – Making Sense of the Market Pt. 2

Invest Like the Best with Patrick O'Shaughnessy

Professor Damodaran covers a range of topics, including Nvidia, macro risks, formulating a personal investing philosophy, and more.

Portfolio Management

November 2023

39 minutes

Talking Investing Lessons with Cliff Asness (Ep. 55)

Robeco’s Head of Conservative Equities talks about conservative investing, the low volatility anomaly, and the intricacies of running a low […]

Miscellaneous

October 2023

170 minutes

Arthur C. Brooks — How to Be Happy, Reverse Bucket Lists, The Four False Idols, Muscular Philosophies, Practical Inoculation Against the Darkness, and More (#692)

The Tim Ferriss Show

Brooks shares how to live and happier and more fulfilling life, which is the topic of his new book: Build the […]

Alternative Assets

October 2023

45 minutes

E8: How Roger Ehrenberg Nets 10x Fund Returns

Turpentine VC

Roger Ehrenberg of IA Ventures talks about his contrarian and opinionated view of how seed funds should operate, and how […]

Global Macroeconomics

October 2023

45 minutes

Peter Thiel: Science, Society, Stagnation

World of DaaS

Peter Thiel goes deep on investing, scientific stagnation, AI, culture, tech start-ups, and more.

Alternative Assets

October 2023

84 minutes

Inside crypto’s wild rise and fall with “Number Go Up” author Zeke Faux | E1807

This Week in Startups

Zeke Faux, the author of “Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall,” discusses the crazy last few […]

Alternative Assets

October 2023

57 minutes

E7: How Floodgate Differentiated Again From Thousands of Seed Firms

Turpentine VC

Mike Maples talks about his approach to seed-stage investing, why Floodgate has shifted their strategy to focus on great founders, […]

Alternative Assets

October 2023

84 minutes

Benchmark’s Sarah Tavel on the state of VC, AI’s impact on startups & more! | E1813

This Week in Startups

Benchmark’s Sarah Tavel covers the state of venture capital, AI’s impact on startups & more.

Markets

October 2023

110 minutes

Jeremy Grantham, Bubble Historian

The Compound and Friends

GMO’s Jeremy Grantham discusses the evolution of bubbles in relation to the market today, the quality factor and GMO’s entrance […]

Portfolio Management

October 2023

50 minutes

Big Market Delusions

The Compound and Friends

Rob Arnott shares lessons from the tech bubble, how AI may impact the economy and markets, smart beta, and more.

Miscellaneous

September 2023

11 minutes

Respect and Admiration

The Morgan Housel Podcast

Morgan Housel talks about money and wealth in relation to eulogy virtues and resume virtues, and what actually leads to […]

Alternative Assets

September 2023

46 minutes

E9: David Clark, Investment Director at VenCap | What Every LP Gets Wrong About Power Laws, Adverse Selection in VC, and What % of Startups Go to Zero?

How I Invest

David Clark discusses power laws in venture capital, manager predictability, adverse selection in VC, and what percent of startups go […]

Portfolio Management

September 2023

41 minutes

A conversation with Renaissance Technologies CEO Peter Brown

Exchanges

In a rare interview with Peter Brown, he discusses his career, how the firm navigated market crises, and how computer […]

Global Macroeconomics

September 2023

47 minutes

Bill Gross on Why There Can’t Be Another Bond King

Odd Lots

Bill Gross discusses the state of the market, why he has ~40% of his portfolio in MLPs, and why he […]

Miscellaneous

September 2023

102 minutes

Tom Brady Opens up – 7th Ring Motivation MJ or Belichick | Enemies | Style of Leadership

PBD Podcast

In a rare media appearance, Tom Brady talks about motivation, his leadership philosophy, what goes into creating a strong culture, […]

Wealth Management

September 2023

85 minutes

Episode 268: Itzhak Ben-David: ETFs, Investor Behavior, and Hedge Fund Fees

Rational Reminder

Ben-David talks all about how innovation in the ETF space affects investor outcomes, the effect of Morningstar ratings on mutual […]

Miscellaneous

September 2023

125 minutes

Make-or-Break Fantasy Football Guys With Matthew Berry. Plus, Malcolm Gladwell on How to Fix Youth Sports.

The Bill Simmons Podcast

Listen to Malcolm Gladwell from ~1:06:15 – 1:12:30 talk about his investment idea to join and then close down the LA Country […]

Personal Finance

September 2023

51 minutes

Prof G Markets: How Scott Manages His Money

Prof G Pod

Scott Galloway shares the source of his anxieties around money, how he thinks about money and marriage, his approach to […]

Wealth Management

September 2023

26 minutes

The Mutual Fund Is Very Much Alive and Well

Trillions

The Bloomberg analysts discuss the $24 trillion in assets mutual fund industry, including the importance of fees, who beat QQQ, and […]

Miscellaneous

September 2023

66 minutes

Unearthing Companies with Uniquely Supportive Cultures with Aaron Wasserman, Partner at Third Period Capital

James van Geelen of Citrinitas Capital’s James van Geelen shares how he’s evaluating the potential of new weight loss medications, how […]

Global Macroeconomics

August 2023

10 minutes

Doomberg: “Our Fragile Energy Economy”

The Great Simplification

Doomberg uses an energy lens to analyze global trends in the economy, and touches on the relationship between geopolitics, debt, […]

Markets

August 2023

59 minutes

The Value Perspective with James Montier

The Value Perspective

James Montier shares his thoughts on markets, the art & science of making predictions, the pursuit of happiness, & how behavioral […]

Alternative Assets

August 2023

43 minutes

Vinod Khosla on How AI Impacts The Future of Healthcare, Education, Income Equality, Geo-Politics, Music and Climate Change

20VC

Sun Microsystems’ founding CEO & famed VC Vinod Khosla walks through the impact of AI on a number of industries & […]

Miscellaneous

August 2023

67 minutes

A Few Ideas That Changed My Life

The Morgan Housel Podcast

Morgan Housel walks through some big ideas that have changed how he thinks and influenced what he believes most.

Markets

August 2023

67 minutes

Show Us Your Portfolio: Gary Antonacci

Excess Returns

ReSolve Asset Management CIO Adam Butler shares how he manages his own portfolio, focused on uncorrelated return streams to optimize both […]

Miscellaneous

August 2023

65 minutes

544. Ari Emanuel Is Never Indifferent

Freakonomics Radio

Emanuel shares how he built Endeavor from a small Hollywood talent agency into a massive sports-and-entertainment empire, his philosophy towards […]

Markets

August 2023

40 minutes

Why ‘everything aligns’ for Japanese stocks

Exchanges

Real Vision: Finance & Investing

Papic shares his view on the recent situation in Russia, what the longer term implications are for Vladimir Putin, and […]

Global Macroeconomics

July 2023

63 minutes

GM46: An Emerging Market Boom of Epic Proportion ft. Louis-Vincent Gave

Top Traders Unplugged

Gave pitches his case for emerging markets (particularly in the middle East and Asia), why he believes those expecting a […]

Global Macroeconomics

July 2023

58 minutes

Bridgewater’s Greg Jensen on AI, Inflation and What Markets Are Getting Wrong

Odd Lots

Jensen shares his view on inflation expectations, what he missed in the past 6-12 months, and the impact of AI […]

Markets

July 2023

59 minutes

Show Us Your Portfolio: Larry Swedroe

Excess Returns

Swedroe shares how he takes his evidence-based approach to investing and translates it into managing his personal portfolio.

Miscellaneous

July 2023

74 minutes

Dr. Pippa Malmgren — Why Leadership Has Gone Wrong

Infinite Loops

Dr. Malmgren gives a masterclass on leadership. She covers the relationship between confidence and competence, examples of great leadership from her […]

Global Macroeconomics

July 2023

40 minutes

James Montier Explains Why Corporate Profits Keep Going Up

Odd Lots

Montier discusses his recent paper, which explains what he got wrong back in 2012 when he predicted corporate profit margins would […]

Miscellaneous

July 2023

73 minutes

The Audacity of Help

Risk of Ruin

Fun episode that looks at 40 years of teamwork and traveling around the world (and Internet) to find and exploit […]

Markets

July 2023

23 minutes

GQG’s Rajiv Jain on bold moves, growth of capital and global markets

Exchanges

Jain shares how he’s grown GQG to over $100 billion in AUM since starting the firm in 2016, his approach […]

Markets

July 2023

51 minutes

Jeremy Schwartz: Why Stocks Are Good Inflation Hedges

The Long View

Jeremy Schwartz talks about stocks for the long run, managing currency risk, expected returns today, and why stocks can serve […]

Alternative Assets

June 2023

84 minutes

The BIG CTA ETF Debate ft. Andrew Beer & Tim Pickering

Top Traders Unplugged

Beer & Pickering have a heated debate on some topics in the CTA industry, including the use of ETFs, using […]

Global Macroeconomics

June 2023

42 minutes

Jim Grant Sees an Era of Higher Rates That Could Last For Years

Odd Lots

Grant shares why he believes we’re at the beginning of a longer-term trend of higher rates that could last decades and why investors […]

Alternative Assets

June 2023

67 minutes

The Rise of the Exponential Organization

a16z

Co-authors of Exponential Organizations, Peter Diamandids and Salim Ismail, both also well-known for their involvement in XPrize and Singularity University, share […]

Markets

June 2023

101 minutes

Kieran Goodwin – Imagination, Volatility, and the Pursuit of Alpha

Invest Like the Best with Patrick O'Shaughnessy

Goodwin covers the state of private credit in today’s rates environment, the value of emotional intelligence as a determinant for […]

Alternative Assets

June 2023

81 minutes

Benedict Evans on AI, Web3, VR and the Future of Tech

"Upstream" with Erik Torenberg

The Value Perspective

Excess Returns

Mike Green shares his macro-based approach to investing, how working in the investment business impacts how Mike builds his portfolio, […]

Markets

May 2023

68 minutes

Todd Combs: Meeting Munger, Buffett and Joining Berkshire

I Am Home

Todd Combs shares led him to Berkshire, his investment process, lessons from Warren Buffett, & more.

CEO

May 2023

112 minutes

Danny Meyer, Founder of Shake Shack

The Tim Ferriss Show

Shake Shack founder Danny Meyer discusses his entrance into the restaurant business, the role of serendipity in his life, his […]

Alternative Assets

May 2023

58 minutes

AngelList CEO Avlok Kohli on the Transforming the Company — and Venture Itself

Acquired

Kohli explains how he has transformed AngelList from a special purpose vehicle (SPV) provider to a company that is quickly becoming a software […]

Wealth Management

May 2023

39 minutes

Mac Gardner – Kids and Money

Standard Deviations

Gardner is the Chief Education Officer of FinLit Tech, where he focuses on bridging the gap between financial literacy and […]

Markets

April 2023

48 minutes

Robert Koenigsberger on What Everyone Gets Wrong About Emerging Markets

Macro Hive Conversations

Koenigsberger explains his multi asset approach to investing in emerging markets, pushes back on the idea that all emerging market […]

Alternative Assets

April 2023

69 minutes

TTU142: Roy Niederhoffer, President of R.G. Niederhoffer Capital Management

Top Traders Unplugged

Niederhoffer explains how he implements ideas from Daniel Kahneman and Daniel Gilbert into his trading strategy, why trend-follower serves as […]

Financial History

April 2023

53 minutes

CalSTRS: How the $300+ Billion Pension Fund is Allocating in 2023 – With Christopher Ailman, CIO

Money Maze

Ailman makes the case for predominantly passive equity allocations, explains why VC doesn’t fit CalSTERS size & style, discusses benchmark […]

Markets

April 2023

119 minutes

Aswath Damodaran on the Future of Business Education

Masters in Business

NYU Professor Aswath Damodaran talks about both stories and numbers drive valuations, the unbundling of education, what he thought about […]

Global Macroeconomics

April 2023

54 minutes

Doomberg: Provocative Not Polarizing

The Phil Bak Podcast

Phil Bak speaks with Doomberg about entrepreneurship, content creation, and the secret to their writing process.

Global Macroeconomics

April 2023

77 minutes

Peter Stella & Joseph Wang on Debt Death Spirals, Monetarism, and The Fiscal Theory Of The Price Level

Forward Guidance

Peter Stella, Former Head of the IMF Central Banking Division, discusses the inner workings of the Fed, changes in the […]

Miscellaneous

April 2023

87 minutes

Kevin Kelly on Advice, AI, and Technology

EconTalk

Kevin Kelly discusses his new book, Excellent Advice for Living: Wisdom I Wish I’d Known Earlier, why he’s optimistic about the […]

Miscellaneous

April 2023

54 minutes

#162 Nathan Myhrvold

The Knowledge Project

Nathan Myhrvold is a scientist, technologist, inventor, and possibly the most interesting man in the world. He discusses the state […]

Markets

April 2023

43 minutes

Jim Chanos: A Short Thesis on Data Centers

Business Breakdowns

Legendary investor Jim Chanos shares his short thesis for US data center REITs, why he’s bearish on commercial real estate, […]

Miscellaneous

April 2023

142 minutes

#661: Dr. Peter Attia — The Science and Art of Longevity, Optimizing Protein, Alcohol Rules, Lessons from Glucose Monitoring with CGMs, Boosting Your VO2 Max, Preventing Alzheimer’s Disease, Early Cancer Detection, How to Use DEXA Scans, Nature’s Lo

The Tim Ferriss Show

Dr. Peter Attia covers a number of health-related topics from his new book, Outlive: The Science and Art of Longevity. “To […]

Industry Reports

April 2023

35 minutes

The Soap Opera Fight Over Paramount and CBS

The Town with Matthew Belloni

Excess Returns

Constan shares his macro framework, which incorporates growth, inflation, flows and risk premia. Then he shares his view of the […]

Markets

March 2023

69 minutes

Tom Gayner – A Discussion with Markel’s CEO

The Business Brew

Markel CEO Tom Gayner shares how he thinks about capital allocation, the ties between Markel and Berkshire Hathaway, & how […]

Alternative Assets

March 2023

72 minutes

TTU134: Crisis Alpha Revisited ft. Katy Kaminski, Chief Research Strategist at AlphaSimplex Group

Top Traders Unplugged

Katy Kamisnki shares her approach to using trend-following and managed futures, her thoughts on crisis alpha (a term she coined), […]

Global Macroeconomics

March 2023

66 minutes

ReSolve Riffs with Jeremy Schwartz on Inflation, Fed Policy & Factor Positioning for the Current Environment

Resolve Riffs Investment Podcast

WisdomTree’s Jeremy Schwartz talks with Adam Butler about inflation, Fed policy, factor positioning for the current environment, and more.

Portfolio Management

March 2023

40 minutes

Money Talks: The king of quants

Money Talks from The Economist

Cliff Asness shares why he believes investors are still under diversified, how he’s able to handle times when strategies underperform, […]

Miscellaneous

March 2023

40 minutes

The Tim Ferriss Show

Sleep expert Matthew Walker covers a lot of sleep-related topics, including the downside of melatonin, how to handle insomnia, the […]

Alternative Assets

February 2023

65 minutes

TTU130: Trend Following Solutions ft. Marty Lueck, Co-Founder of Aspect Capital

Top Traders Unplugged

Lueck discusses why he expects persistent uncertainty going forward, the role trend-following serves in portfolios, and why he’s been cautious […]

Entrepreneurship

February 2023

83 minutes

John Fio – Creating Magic for Consumers

Invest Like the Best with Patrick O'Shaughnessy

John Fio is a product inventor and entrepreneur who’s behind products like Gravity Blanket and Moon Pals. He talks about […]

Portfolio Management

February 2023

78 minutes

Prof. Robert C. Merton: ICAPM, Retirement, and Models in Finance

Rational Reminder

Nobel Laureate Robert Merton shares his framework for analyzing a retirement account, his opinions on various financial models and theories, and […]

Alternative Assets

February 2023

137 minutes

#651: Legendary Investor Bill Gurley on Investing Rules, Finding Outliers, Insights from Jeff Bezos and Howard Marks, Must-Read Books, Creating True Competitive Advantages, Open-Source Strategies, Adapting Mental Models to New Realities, and More

The Tim Ferriss Show

Venture Capitalist Bill Gurley walks through the evolution of the venture capital market since 2020, the current state for startups […]

Alternative Assets

February 2023

98 minutes

Trapped Inside The Collapse of FTX with Travis Kling

The Peter McCormack Show

Kling spent 10 years in traditional finance, most recently at Point72, before launching a crypto hedge fund and ultimately losing the […]

Alternative Assets

February 2023

37 minutes

The ‘Widowmaker’ Crypto Trade That Helped Blow Up an Industry

Odd Lots

The Peter Attia Drive

Perkins is a successful natural gas trader and author of Die With Zero, which challenges conventional thinking related to the balance between […]

Global Macroeconomics

January 2023

78 minutes

The Kyle Bass Interviews – If We Don’t Get it Right, the Consequences are Dire

Real Vision: Finance & Investing

In an older episode from May 2022, Kyle Bass speaks with his friend, Wil VanLoh, CEO of Quantum Energy Partners, […]

Markets

January 2023

108 minutes

Crisis in Higher Ed & Why Universities Still Matter with Marc & Ben

a16z

Ben Horowitz and Marc Andreessen discuss the twelve functions of the modern university and the challenges that universities face today.

Miscellaneous

January 2023

60 minutes

James Clear on How to Build Better Habits

The Daily Stoic

Clear is the best-selling author of Atomic Habits, and joins Ryan Holiday to discuss practical ways to shift your internal narrative, […]

Alternative Assets

January 2023

193 minutes

Marc Andreessen

Tetragrammaton

Rick Rubin and Marc Andreessen have a fascinating discussion about trust, venture capital, and more. It’s worth the 3 hours!

Alternative Assets

January 2023

29 minutes

Bonus: Vaclav Smil, author of How the World Really Works, on the Reality of the Energy Transition

A Sustainable Future

In one of the most interesting episodes on the energy markets all year, specialist fund manager Barry Norris shares why he […]

Miscellaneous

December 2022

103 minutes

#639: Todd McFarlane, Legendary Comic Book Artist — How to Make Iconic Art, Reinvent Spider-Man, Live Life on Your Own Terms, and Meet Every Deadline

In a conversation that could’ve gone on more hours more, McFarlane shares stories of Marvel, Batman & Spiderman, the importance […]

Markets

December 2022

60 minutes

Tech Valuations and The State of The Market — with Aswath Damodaran

The interview with Aswath Damodaran starts at the 19 minute mark. He touches on the disappearance of risk capital from the […]

Global Macroeconomics

December 2022

27 minutes

Messi economics

Planet Money shares how a devastating economic crisis in Argentina shaped Messi’s path. It’s a story involving economic collapse, immigration, […]

Markets

December 2022

91 minutes

RWH017: Fidelity Legend Joel Tillinghast

Tillinghast has been managing money since 1989. In this episode, he shares lessons learned during his career, how he differs from other Fidelity legends Will […]

Markets

December 2022

33 minutes

Jim Chanos on Crypto, Tech and the Golden Age of Fraud

The legendary short-seller discusses the pro-cyclical nature of share based compensation, Elon Musk and his role at Tesla and Twitter, […]

Serial entrepreneur Kevin Rose shares his framework for starting businesses, how he invests his money, and why he’s bullish on […]

Wealth Management

November 2022

70 minutes

Prof Scott Cederburg: Long-Horizon Losses in Stocks, Bonds, and Bills

Professor Cederburg shares his research on the long-term performance (both returns and loss probabilities) both stocks and bonds, home-country bias, and […]

Alternative Assets

November 2022

110 minutes

SI214: Trend Following & CTA Replication ft. Andrew Beer

Beer discusses managed futures replication, ETFs and how ETFs have helped investors access sophisticated strategies at a lower cost, and how […]

Miscellaneous

November 2022

95 minutes

Oculus & Anduril Founder Palmer Luckey: From Flipping iPhones On Ebay To Selling For $2Bn To Facebook

This episode covers Luckey selling his first company and the process of negotiating with Zuckerberg, building technology for national security, […]

Markets

November 2022

79 minutes

Freakonomics Radio

This episode looks at the state of personal finance advice, why the psychological aspect of advice needs to be considered, […]

Portfolio Management

October 2022

53 minutes

Jason Draho

Behind The Markets Podcast

Draho is the Head of Asset Allocation Americas for UBS. He discusses the overall macro environment, the effects of stagflation, and […]

Alternative Assets

October 2022

140 minutes

ACQ Sessions: Jason Calacanis

Acquired

Jason Calacanis touches on his journey into venture investing and media, the origins of the All-In Podcast, and his goals […]

Portfolio Management

October 2022

58 minutes

Low Volatility Investing and the Conservative Formula with Pim van Vliet

Excess Returns

Pim van Vliet is the Head of Conservative Equities and Quantitative Equities at Robeco. He discusses his research into low volatility stocks, […]

Markets

October 2022

60 minutes

Research Affiliates’ Brightman: ‘Wonderful opportunity’ to buy British stocks

Money Life with Chuck Jaffe

From 16:10 – 31:20, Research Affiliates CEO Chris Brightman shares his take on the situation on the UK, why this may […]

Global Macroeconomics

October 2022

53 minutes

Chris Miller

Behind the Markets Podcast

Miller is an economic historian and author of the new book, Chip War: The Fight for the World’s Most Critical Technology. He […]

Miscellaneous

October 2022

66 minutes

Why There Are Reasons To Be Hopeful About America | Scott Galloway

Hidden Forces

“Prof G” touches on various topics from his new book, Adrift: America in 100 Charts, which looks at how American has evolved […]

Alternative Assets

October 2022

47 minutes

Jeff Currie, Goldman Sachs – Why ESG May Make This Commodity Supercycle Different From Past Cycles | #445

The Meb Faber Show

Goldman Sachs’ Head of Commodity Research touches on the underinvestment in supply, why ESG makes this cycle different from past cycles, […]

Miscellaneous

October 2022

64 minutes

#291 — Where is Happiness?

Making Sense with Sam Harris

Harvard professor Arthur Brooks talks about what it takes to build a good life. He touches on the power of […]

Miscellaneous

October 2022

44 minutes

Outliers, Revisited

Revisionist History

This is a must-listen if you’re a parent. Gladwell investigates what led a group of students at UPenn to end up there […]

Miscellaneous

September 2022

85 minutes

David Senra – Passion & Pain

Invest Like the Best with Patrick O'Shaughnessy

Senra is the creator of the Founders podcast, where he shares stories lessons from studying the great entrepreneurs. He shares the common […]

Miscellaneous

September 2022

97 minutes

Marshall Goldsmith: The Essentials Of Leadership

The Knowledge Project

Executive coach Marshall Goldsmith gives a masterclass on leadership, covering where leaders go wrong, common traits among the best leaders, […]

Markets

September 2022

48 minutes

My Life in 4 Trades – Michael Venuto Can See Crypto’s Bright Future From Here

Real Vision: Finance & Investing

Toroso Investments’ CIO Michael Venuto shares lessons learned from working on the NYSE, trading Royal Caribbean options in 2009, and […]

Miscellaneous

September 2022

61 minutes

Malcolm Gladwell on: Working From Home, Kindness, Sacrifice, and Making Mistakes

10% Happier with Dan Harris

Gladwell discusses his recent work from home comments that made news, kindness, and peak performance. From The Episode:“…one of the […]

Portfolio Management

September 2022

81 minutes

Antti Ilmanen – Unexpected Returns (S5E8)

Flirting with Models

AQR’s Antti Ilmanen discusses the tough decade for trend-following (until this year), comparing trend-following & put hedging strategies, and his research […]

Alternative Assets

August 2022

26 minutes

Carried interest wormhole

Planet Money

Great look into the history of carried interest and how the tax loophole seems to always survive tax reform.

Alternative Assets

August 2022

56 minutes

Prof. Ludovic Phalippou: Private Equity, Under the Hood

Rational Reminder

Professor Phalippou discusses the intricacies of private equity, the difficulties in evaluating managers, and calculating actual fees and returns. From The Episode:In the last […]

Global Macroeconomics

August 2022

70 minutes

Rob Arnott & Campbell Harvey on Why They Believe Inflation Hasn’t Peaked | #438

The Meb Faber Show

Arnott & Harvey share why they don’t think inflation has peaked, why the Fed isn’t equipped to curb inflation, and […]

Markets

August 2022

53 minutes

Michael Santoli: Navigating Through a Foggy Market Outlook

The Long View

CNBC commentator Michael Santoli touches on corporate profitability, rising interest rates and inflation, and the set up for the market […]

Markets

August 2022

41 minutes

My Life in 4 Trades – Harley Bassman Has a Strong Message for Young Traders

Real Vision: Finance & Investing

Bassman shares why investing based on spreadsheets instead of common sense usually leads to issues, why he should’ve listened to […]

Alternative Assets

August 2022

75 minutes

Ravi Gupta – Focus

Invest Like the Best with Patrick O'Shaughnessy

Gupta is a partner at Sequoia and previously the CFO & COO of Instacart. He covers the need to ‘keep […]

Portfolio Management

August 2022

61 minutes

#1069 Adam Kurkiewicz On How To Invest Like The Best Performing Endowment

The Pomp Podcast

Kurkiewicz provides a great glimpse into the Washington U. endowment’s pursuit of high returns and willingness to look different from their […]

Markets

August 2022

54 minutes

Brent Montgomery – The Disney Flywheel at Wheelhouse

Capital Allocators

Montgomery is both an investor and content creator, previously launching Pawn Stars and overseeing shows like Fixer Upper & Duck […]

Markets

August 2022

41 minutes

Solving prescription drug pricing in the US with Cost Plus Drugs & Capital RX CEOs

This Week in Startups

For the first 41 minutes, Alex Oshmyansky, CEO of The Mark Cuban Cost Plus Drug Company, shares the purpose of Cost Plus, […]

Alternative Assets

August 2022

51 minutes

What So Many People Get Wrong About The Energy Transition

Odd Lots

Bernstein analyst Bob Brackett covers the headwinds in the energy transition, why commodities don’t just disappear, and what he thinks […]

Alternative Assets

July 2022

103 minutes

Adam Rozencwajg: Understanding the Global Energy Crisis

Macro Voices

From 17:00 – 1:05:00, natural resource investor Adam Rozencwajg shares why he’s concerned about the potential for $200 oil this year, […]

Markets

July 2022

46 minutes

Ivy Zelman on the Coming US Housing Crisis

Macro Hive Conversations

Housing analyst Ivy Zelman shares why rising interest rates, higher inventory levels and demographic headwinds lead her to predict a […]

Alternative Assets

July 2022

52 minutes

Jason Calacanis On the Expensive Lesson Coming to Silicon Valley

Odd Lots

Angel investor Jason Calacanis shares his thoughts on lower valuations in the private markets and why he expects VC firms […]

Miscellaneous

July 2022

47 minutes

TransDigm: Foundations with Nick Howley

50X

In the first episode in a 4-part series, Will Thorndike speaks with TransDigm founder Nick Howley about the early days […]

Global Macroeconomics

July 2022

56 minutes

Interview with Founder and CEO Louis-Vincent Gave, Gavekal

China of Tomorrow

Gave discusses the ‘weaponization of everything,’ why he doesn’t think China invades Taiwan, and other thoughts on the global markets […]

Global Macroeconomics

July 2022

47 minutes

Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game

Capital Allocators

EM-focused hedge fund manager Rob Citrone shares his perspective for global markets and lessons learned from working under greats like […]

Miscellaneous

July 2022

69 minutes

#11 The Investigator

Alternative Assets

June 2022

51 minutes

Bill Gurley & Brad Gerstner on markets, downturns & investment cycles

All-In

The episode covers the recent pullback in public & private markets, mistakes VCs make in a bull market, and Gurley’s […]

Portfolio Management

June 2022

57 minutes

Cliff Asness: Value Stocks Still Look Like a Bargain

The Long View

AQR’s Cliff Asness touches on different approaches to invest in a world of low expected returns, why he’s still ‘the value […]

Markets

June 2022

95 minutes

Edward O. Thorp, A Man for All Markets

The Tim Ferriss Show

Thorp shares his decision-making process and how it led him to invest in Berkshire Hathaway under $100/share, spot the Madoff […]

Global Macroeconomics

May 2022

55 minutes

Bridgewater’s Greg Jensen on Why Markets Have Further to Fall

Odd Lots

Jensen shares his thoughts on inflation, Fed policy, and why he believes markets prices are still too optimistic given the […]

Miscellaneous

May 2022

70 minutes

Tyler Cowen & Daniel Gross – Identifying Talent

Invest Like the Best with Patrick O'Shaughnessy

Cowen & Gross just released the book Talent: How to Identify Energizers, Creatives, and Winners Around the World. They discuss how society can […]

Miscellaneous

May 2022

33 minutes

Episode 6: The Overconfidence Game

Against the Rules: The Big Short Companion

Michael Lewis shares how overconfidence effects each gender differently, the societal implications, and how it relates to mansplaining. From The Episode:“Both […]

Alternative Assets

May 2022

74 minutes

Marc Andreessen on Software, Immortality, and Bitcoin

EconTalk

Marc Andreessen is an entrepreneur and venture capitalist. He discusses: • A post-mortem on his 2011 post Why Software Is Eating The […]

Markets

May 2022

85 minutes

Boaz Weinstein on Credit Investments

Masters in Business

Weinstein is the founder and chief investment officer of Saba Capital Management. He discusses: • Opportunities today in closed-end funds, SPACs, & […]

Miscellaneous

May 2022

86 minutes

E69: Elon Musk on Twitter’s bot problem, SpaceX’s grand plan, Tesla stories, Giga Texas & more

All-In

Elon discusses: • The (possible) acquisition of Twitter and his need for clarity around the number of bots • His […]

Markets

May 2022

126 minutes

RWH006: Master Your Mind w/ Arnold Van Den Berg

We Study Billionaires

Van Den Berg has run a renowned investment firm, Century Management, for almost half a century. He discusses: • Lessons from […]

Markets

May 2022

77 minutes

Beating the S&P500 since 2004 w/ Bryan Lawrence

We Study Billionaires

Bryan Lawrence is the founder of Oakcliff Capital. He discusses: • His investment in Charter Communications as a way to explain […]

Global Macroeconomics

May 2022

36 minutes

Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)

Capital Allocators

Drobny is the Founder and Managing Partner of Clocktower Group, an alternative asset management platform. He discusses: • Why global macro […]

Portfolio Management

May 2022

103 minutes

Gerard O’Reilly: Deep Dive with Dimensional’s co-CEO & CIO

Rational Reminder

Gerard O’Reilly is the Co-CEO and CIO of Dimensional Fund Advisors (DFA). He discusses: • The firm’s research-based culture and […]

Global Macroeconomics

May 2022

48 minutes

Jim Grant: ‘Rising Interest Rates Are the Kryptonite of Financial Assets’

The Long View

Jim Grant is the founder and editor of Grant’s Interest Rate Observer. He discusses: • Inflation, interest rates, and bonds• […]

Markets

May 2022

58 minutes

Lunch With Warren Buffett, Working for Berkshire Hathaway, and the Future of Investments With Ted Weschler

I Am Home

Ted Weschler is one of Berkshire Hathaway’s top two investment managers. He discusses: • How donating to Warren Buffett’s charity […]

Markets

May 2022

56 minutes

Sam Bankman-Fried and Matt Levine on How to Make Money in Crypto

Odd Lots

Bankman-Fried is the CEO and co-founder of FTX, and one of the world’s youngest billionaires. He discusses: • The evolution of […]

Global Macroeconomics

May 2022

45 minutes

Louis-Vincent Gave: Macro Consequences of Government Sanctions

Capital Allocators

Gave is the Founding Partner and CEO of GaveKal, an independent provider of macro research, and GaveKal Capital, which manages $2.7 […]

Global Macroeconomics

May 2022

53 minutes

Jim Rogers on Commodities

Behind the Markets Podcast

Jim Rogers is a long-time commodity investor and creator of the Rogers International Commodities Index (interview begins at 7:00). He […]

Portfolio Management

April 2022

44 minutes

Why Quant is the Future – With Leda Braga, CEO & Founder of Systematica

Money Maze

Braga is the CEO of Systematica, a systematic trend-following hedge fund, and nicknamed “the queen of quants” and. She discusses: • The gender […]

Miscellaneous

April 2022

106 minutes

“Michael Lewis”

Smartless

Lewis is the best-selling author and host of the popular podcast, Against The Rules. He discusses: • How he finds stories […]

Alternative Assets

April 2022

90 minutes

112 Andrew Beer on Simplifying Managed Futures and Liquid Alts Exposure

Andrew Beer discusses simplifying managed futures exposure, applying a Bogle style approach to liquid alternatives, and how advisors can communicate […]

Global Macroeconomics

April 2022

38 minutes

#277 — How Does the War in Ukraine End?

Ian Bremmer touches on Ukraine war trajectory, sanctions impact, and Europe’s push to reduce energy dependence.

Alternative Assets

April 2022

73 minutes

Commodity Volatility, Global Macro, and Trend Following with Alan Dunne from Archive Capital

Alan Dunne discusses recent commodity market volatility, the evolution of global macro trading, and how he allocates to trend following […]

Global Macroeconomics

March 2022

73 minutes

#876 The Truth Behind The Russia vs. Ukraine War w/ Peter Zeihan

Peter Zeihan discusses the geopolitical implications of Russia’s invasion of Ukraine, how sanctions and military realities shift global power, and […]

Doug Leone discusses the evolution of venture capital, Sequoia’s global expansion, and how shifts in company building and remote work […]

Global Macroeconomics

March 2022

42 minutes

James Aitken – Market Implications of the Situation in Ukraine

James Aitken discusses market implications of the Ukraine invasion, energy markets, and shifting investor risk tolerance.

Markets

March 2022

81 minutes

Eric Mandelblatt – Investing in the Industrial Economy

Eric Mandelblatt discusses commodity cycles, the impact of decarbonization on industry, and why railroads could benefit from inflationary pressures.

Markets

March 2022

142 minutes

Tech takes action against Russia, Backbone’s mobile gaming device + Joel Greenblatt from

Joel Greenblatt discusses how modern accounting changes affect valuation, what those shifts imply for American capitalism, and how to separate […]

Wealth Management

March 2022

187 minutes

#576: Morgan Housel — The Psychology of Money, Picking the Right Game, and the $6 Million Janitor

Morgan Housel discusses the psychology of money, choosing the right investing game, and why reasonable behavior often matters more than […]

Miscellaneous

March 2022

66 minutes

Arthur Brooks on the Keys to Finding Happiness | How To Own Things

Arthur Brooks discusses managing desires for greater happiness, building habits and systems that support well being, and lessons from From […]

Global Macroeconomics

March 2022

49 minutes

Energy Transition & Geopolitics with Daniel Yergin

Daniel Yergin discusses the energy transition, shifting geopolitics around peak demand, and how global energy policy reshapes economic power.

Markets

March 2022

120 minutes

Chris Cerrone – A Simple, Quality Discussion

Chris Cerrone discusses learning from Joshua Waitzkin, the art of not selling strong holdings, and lessons from Chuck Akre on […]

Global Macroeconomics

February 2022

52 minutes

Monetary Tightening & the End of the Risk-on Trade | Mohamed El-Erian

Mohamed El-Erian discusses monetary tightening risks, Federal Reserve policy missteps, and how deglobalization and excess liquidity are reshaping global asset […]

Miscellaneous

February 2022

47 minutes

Fake Business with Tim Dillon

Tim Dillon reflects on his time as a mortgage broker, the creator economy and NFTs, and how crypto and finance […]

Markets

February 2022

69 minutes

Motley Fool Founder David Gardner on Finding Rule Breaking Growth Stocks

David Gardner discusses finding rule breaking growth stocks, applying a venture style mindset to public markets, and the lessons from […]

Markets

February 2022

56 minutes

Jeremy Grantham: The U.S. Market Is in a Super Bubble

Jeremy Grantham discusses signs of a US market super bubble, how inflation and commodity prices can pressure valuations, and why […]

Alternative Assets

February 2022

109 minutes

Sebastian Mallaby: What is venture capital good for?

Sebastian Mallaby discusses the evolution of venture capital, why it functions differently from other asset classes, and how recent industry […]

Miscellaneous

February 2022

61 minutes

Twitter: Towing the Clown Car Out of the Goldmine

@Compound248 breaks down Twitter’s business, the KPIs that could improve engagement and creator monetization, and how capital allocation might close […]

Alternative Assets

February 2022

10 minutes

Special Episode: The Improving Case for Commodities

Morgan Stanley examines the improving case for commodities, how the energy transition reshapes supply, and why oil prices could remain […]

Markets

February 2022

31 minutes

20VC: Mark Cuban on Reshaping the Pharmaceuticals Industry, How To Hire and Build Truly Great Teams and What Brand Really Means Today and How To Build One Successfully

Mark Cuban discusses disrupting the pharmaceutical supply chain, fixing structural inefficiencies in healthcare, and how mission driven businesses can reshape […]

Markets

February 2022

69 minutes

Robinhood, Reddit, & the Revolt of the Retail Investor | Spencer Jakab

Spencer Jakab discusses the GameStop meme stock saga, how Robinhood and Reddit fueled retail trading, and why the episode exposed […]

Portfolio Management

February 2022

50 minutes

Andrew Lo: Finding the Perfect Portfolio–a ‘Never-Ending Journey’

Andrew Lo discusses the evolution of portfolio theory, how adaptive markets shape portfolio design, and what automation means for the […]

Markets

February 2022

49 minutes

US Equities: Overvalued and Over-Allocated? With C.T. Fitzpatrick, Founder and CEO of Vulcan Value Partners

C.T. Fitzpatrick discusses bottom up stock selection, analyzing debt structures, and how disciplined portfolio construction shapes decisions in volatile markets.

Markets

February 2022

55 minutes

Michael Mauboussin: Finding Easy Games

Michael Mauboussin discusses finding investment edges through generalist thinking, identifying easy games with less skilled participants, and understanding market expectations […]

Markets

February 2022

82 minutes

Gavin Baker — The Cyclone Under the Surface

Gavin Baker discusses the post COVID market setup, valuation gaps between public and private markets, and how semiconductor industry shifts […]

Alternative Assets

February 2022

80 minutes

#129 Marc Andreessen: Interview with an Icon

Marc Andreessen discusses shifting power structures, future paths for the Internet, and how he separates luck from skill when making […]

Miscellaneous

January 2022

32 minutes

Is the 10,000-Hour Rule a Myth We Need to Bust?

David Epstein examines why the 10,000 hour rule is misleading, the limits of early specialization, and what research actually shows […]

Portfolio Management

January 2022

72 minutes

Mark Yusko on the Right Asset Allocation, Avoiding Crypto Scams and 2022 Trades

Mark Yusko discusses portfolio allocation using the endowment model, innovation as an asset class, and a practical framework for evaluating […]

Markets

January 2022

51 minutes

Cannabis: Legalizing the Leaf

Jeff Hoffman breaks down US cannabis investing, evolving state and federal regulations, and how public companies fit across the industry […]

Wealth Management

January 2022

69 minutes

Jason Zweig, The Wall Street Journal: Traders vs. Investors, “Conflict-Free” Advice & Investing Heroes

Jason Zweig discusses traders versus investors, the gamification of markets, and why “conflict free” financial advice often falls short in […]

Wealth Management

January 2022

44 minutes

Bill Perkins is Not Afraid

Markets

September 2021

55 minutes

Understanding Evergrande, the Chinese Real Estate Conglomerate That’s Nearing Collapse

Travis Lundy explains Evergrande’s rise and near collapse, how China’s real estate system differs from the U.S., and what spillovers […]

Portfolio Management

September 2021

54 minutes

Gregg Fisher on the Future of Value, Investing in Innovation and Lessons From 20+ Years as a Quant

Gregg Fisher discusses the future of value investing, why dividend strategies may disappoint, and how investor behavior creates opportunities for […]

Portfolio Management

September 2021

90 minutes

Researching the Risks of Return Stacking with Corey Hoffstein & Rodrigo Gordillo

Corey Hoffstein and Rodrigo Gordillo discuss return stacking, how layered exposures can boost capital efficiency, and the trade offs around […]

Markets

September 2021

121 minutes

#171: Chris Bloomstran – President & CIO at Semper Augustus – Finding Value in the Public Markets

Chris Bloomstran discusses his path as a value investor, how monetary and fiscal policy inform his framework, and how he […]

Wealth Management

September 2021

45 minutes

Meet the Unsung Hero of the $11 Trillion Index Revolution

John McQuown discusses creating the first index fund, the early resistance to indexing, and how the idea eventually reached the […]

Markets

September 2021

49 minutes

Sequoia’s Doug Leone on What Has Been Instrumental To Scaling Sequoia Over Generations, How Sequoia Thinks About International Expansion and What They Learned From China and India & Why When You Lose Pre-Seed You Become Private Equity

Doug Leone discusses scaling Sequoia’s culture over generations, lessons from international expansion, and how leadership principles shape performance across a […]

Alternative Assets

September 2021

46 minutes

Silicon Valley Part 2

Marc Andreessen discusses social media’s influence, why software is eating the world, and how the internet amplifies economic resilience and […]

Alternative Assets

September 2021

48 minutes

Silicon Valley Part 1

Marc Andreessen explores the origins of Silicon Valley, Stanford’s influence, and how early companies like Hewlett Packard and Apple shaped […]

Miscellaneous

September 2021

74 minutes

#119 Todd Simkin: Making Better Decisions

Todd Simkin discusses decision making frameworks used at SIG, how he teaches traders to weigh uncertainty, and what he looks […]

Markets

September 2021

65 minutes

Meb Faber: ‘To Be a Good Investor, You Have to Be a Good Loser’

Meb Faber discusses market valuations, how trend following fits into an investment process, and why studying history helps investors become […]

Alternative Assets

September 2021

96 minutes

#530: Sir James Dyson — Founder of Dyson and Master Inventor on How to Turn the Mundane into Magic

Sir James Dyson discusses innovation and grit, why he has avoided taking Dyson public, and how building a university supports […]

Portfolio Management

September 2021

65 minutes

Scott Malpass – Building a Great Endowment

Scott Malpass discusses identifying exceptional investors, building institutions capable of sustained excellence, and how major asset classes have evolved over […]

Markets

September 2021

64 minutes

Leading the Used Car Auction Digital Revolution with Jim Hallett, Executive Chairman, KAR Auction Services, Inc (NYSE: KAR

Jim Hallett discusses digitizing used car auctions, leading business model change during COVID, and how management investor conversations shape long […]

Global Macroeconomics

September 2021

72 minutes

Our inescapable experiences

Ulrike Malmendier discusses how personal experiences shape economic decisions, influence views on inflation and investing, and affect how policymakers form […]

Miscellaneous

August 2021

43 minutes

42. America’s Math Curriculum Doesn’t Add Up

Steven Levitt discusses why math education should prioritize statistics and data literacy, how the SAT influences curriculum choices, and what […]

Global Macroeconomics

August 2021

43 minutes

Mitu Gulati and Ugo Panizza on Haiti’s Odious Post-Colonial Debt

Mitu Gulati and Ugo Panizza discuss Haiti’s post colonial debt, how odious debt works, and why historical financial agreements still […]

Alternative Assets

August 2021

55 minutes

Ep. 1000: Jerry Parker Interview with Michael Covel on Trend Following Radio

Jerry Parker discusses trend following principles, the rules he uses to manage risk, and how his approach has evolved including […]

Global Macroeconomics

August 2021

80 minutes

TIP370: Inflation Masterclass w/ Cullen Roche

Cullen Roche discusses how inflation actually works, why money supply alone doesn’t explain it, and how fiscal policy shapes inflation […]

Wealth Management

August 2021

47 minutes

40. Harold Pollack on Why Managing Your Money Is as Easy as Taking Out the Garbage

Harold Pollack discusses simple personal finance rules, the real value of paying for advice, and how preventative social services can […]

Alternative Assets

August 2021

42 minutes

Metal Royalty: Vox Royalty’s CIO Spencer Cole on precious metals royalty and streaming

Spencer Cole explains precious metals royalties, why they offer asymmetric leverage, and how sourcing overlooked royalties creates differentiated investment exposure.

Markets

August 2021

48 minutes

Jeremy Grantham: we’re in one of the greatest bubbles in financial history

Jeremy Grantham discusses today’s historic market bubble, how inequality and inflation interact with valuations, and why climate change could reshape […]

Global Macroeconomics

August 2021

70 minutes

Michael Munger on Free Markets

The Omni Hotels CFO discusses labor shortages, rehiring challenges after pandemic layoffs, and which workforce trends may persist versus fade.

Alternative Assets

July 2021

63 minutes

Wolfgang Puck | World-Famous Chef and Restaurateur

Wolfgang Puck discusses his entrepreneurial journey in hospitality, taking risks to build restaurants, and the transition from chef to business […]

Alternative Assets

July 2021

113 minutes

Special: Ho Nam from Altos Ventures — A Different Approach to VC

Ho Nam discusses Altos Ventures’ long term bet on Roblox, how he evaluates founder CEO qualities, and applying value investing […]

Marc Andreessen discusses the hollowing of the middle class, how technology can lower education housing and healthcare costs, and his […]

Markets

July 2021

78 minutes

Tobias Carlisle — Realism Over Idealism in Value

Tobias Carlisle discusses why value investing has struggled, how definitions of cheapness matter, and the challenges of shorting and investing […]

Curated Podcasts

Podcast Name