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🎙️ Top 20 Investing Podcasts of 2023
The Idea Farm
December 29, 2023
We’ve recommended over 150 podcast episodes this year (which you can browse on this Spotify playlist). But, if we had to trim the list to the top 20, we’d pick these episodes shown below.
Investing Legends
 12/5/23 - 100 minutes | Listen to Stripe co-founder John Collison interview Charlie Munger, which coincided with the reprint of Poor Charlie's Almanack. |
 10/30/23 - 66 minutes | Charlie Munger looks back on his career and shares countless investing lessons.
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 4/3/23 – 56 minutes | Legendary real estate investor Sam Zell spoke with Meb Faber before his passing this year. |
Markets
 1/12/23 – 63 minutes | AQR's Cliff Asness shares his thoughts on the FTX fiasco, what it was like shorting AMC and having retail investors take notice, and why he believes value stocks look attractive today.
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 5/25/23 – 101 minutes | Chris Davis & Morgan Housel join Josh Brown & Michael Batnick to discuss timeless investing principles, the impact of AI, the state of the economy, and more. |
 8/17/23 – 55 minutes | James van Geelen shares how he's evaluating the potential of new weight loss medications, how he approaches 'mega-trends' like GLP-1 or AI, and the second-order effects of these drugs. |
 9/22/23 - 110 minutes | GMO’s Jeremy Grantham discusses the evolution of bubbles in relation to the market in September, the quality factor and GMO’s entrance into the ETF space, and why he’s concerned about global fertility rates. |
 10/12/23 - 88 minutes | Mike Green and Bob Elliott share their thoughts on the late cycle slowdown coming throughout the end of 2023 & into 2024. |
 10/26/23 - 62 minutes | Former Soros CIO Scott Bessent explains the key ingredients in being a macro manager, lessons from working with legendary investors such as Stan Druckenmiller and George Soros, and his view on key macro themes around the world today. |
 5/15/23 - 69 minutes | Investor Marc Lasry discusses his investing career, owning the Milwaukee Bucks and where he sees opportunities today. |
Timeless Investing Wisdom
 3/20/23 – 48 minutes | Financial historian Edward Chancellor discusses the banking crisis and the common thread across the financial stresses around the world: rising interest rates to tackle inflation. |
 5/3/23 – 68 minutes | Todd Combs shares led him to Berkshire, his investment process, lessons from Warren Buffett & more. |
 7/17/23 – 52 minutes | Mayer is the founder of Woodlock House Family Capital and author of several books, including 100 Baggers. In this episode, he shares a framework for good decision making in both investing and life. |
 8/7/23 – 59 minutes | James Montier shares his thoughts on markets, the art & science of making predictions, the pursuit of happiness, & how behavioral finance can inform the investment process. |
 9/11/23 – 40 minutes | In a rare interview with Peter Brown, he discusses his career, how the firm navigated market crises, and how computer models and algorithms have long played a role in Renaissance’s growth. |
Venture Capital & Startups
 2/23/23 – 39 minutes | Serial entrepreneur & investor Joe Lonsdale shares what led him to become a co-founder of Palantir & Addepar, what factors lead to innovation vs stagnation, monopoly power in healthcare, and where he sees opportunities to invest today. |
 9/12/23 – 46 minutes | David Clark discusses power laws in venture capital, manager predictability, adverse selection in VC, and what percent of startups go to zero. |
 10/13/23 - 45 minutes | Peter Thiel goes deep on investing, scientific stagnation, AI, culture, tech start-ups, and more. |
Miscellaneous
 7/11/23 – 102 minutes | Giffon covers a number of topics, including what makes for a perfect investment, tactics for discovering what makes people tick, and the best advice he's ever received. |
 1/9/23 - 103 minutes | Successful natural gas trader Bill Perkins covers topics from his book, Die With Zero, which challenges conventional thinking related to the balance between health, wealth, and time—the three variables important for fulfillment. |