Top Podcasts of the Week

Below is our “Top Podcast” list with our curator, Colby Donovan!

Today we have Chris Bloomstran on why today’s market rhymes with the 1990s, Mark Cuban on crypto and NFTs, Howard Lindzon on the crossover between public and private markets, and Seth Stephens-Davidowitz on why our Google search history is the best data source in the world.

Investing

• The Business Brew: Chris Bloomstran — Taking Principled Stances. Bloomstran is the President and Chief Investment Officer of Semper Augustus Investments Group and is widely known for his in-depth letters that include analysis of Berkshire Hathaway. The investing portion of the episode begins at 17:04 with a discussion of how today’s market rhymes with 1999, with both high valuation stocks like Shopify and Tesla and ‘star’ fund managers like Cathie Wood. Bloomstran also shares his thoughts on energy stocks today, Berkshire Hathaway, and how he’s matured as an investor over his career. Bloomstran even shares why he’s taken so much time to craft detailed Twitter threads to push back on misinformation that may get retail investors sucked into losing trades (examples here and here). [October 28, 2021–131 minutes] iTunes Podcast | Spotify | Google | Breaker |Website Link

• All-In with Chamath, Jason, Sacks & Friedberg: E52: Trump’s SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand. The episode spends a lot of time walking through how Twitter’s censorship of Trump led to him launching his own social media platform through a SPAC and the different ways Trump can leverage the money he raised. Then they walk through the state of venture capital and high valuations, wealth shaming, Chappelle & Netflix, and the Democrats’ inability to pass legislation so far. [October 22, 2021–87 minutes] iTunes Podcast | Spotify | Google | Breaker |YouTube Link

• The Prof G Pod with Scott Galloway: Cryptocurrencies, Smart Contracts, and the Streaming Industry — with Mark Cuban. Galloway interviews Mark Cuban from 17:20–54:30. Cuban spends most of the interview discussing his interest in crypto and NFTs, the media landscape today, and why live entertainment is so important to media companies. Then he touches on random topics — supply chain issues, the political response to COVID, the rise of online communities with both Robinhood and crypto, the impact of AI, parenting advice, and more. [October 21, 2021–60 minutes] iTunes Podcast | Spotify | Google | Breaker

• The Compound and Friends: Want-trepreneur. Howard Lindzon joins Josh Brown and Michael Batnick to discuss the convergence of private and public markets, his investment philosophy and how it has evolved during his career, Robinhood and the retail trader today, and how to find an edge specific to your own abilities. [October 22, 2021–88 minutes] iTunes Podcast | Spotify | Google | Breaker

The Meb Faber Show

• #362 — Seth Stephens-Davidowitz, Data Scientist & Author — You Do Have To Be Willing To Go Where The Data Takes You. Seth Stephens-Davidowitz, data scientist and author of Everybody Lies: Big Data, New Data, and What the Internet Can Tell Us About Who We Really Are, which was a New York Times bestseller and an Economist Book of the Year. The episode starts with Seth’s first book and how mining Google search data taught him things about racism, abortion, and even some of our sexual preferences. Then they turn to his upcoming book titled Don’t Trust Your Gut: Using Data to Get What You Really Want in Life and hear what the data says about how to live a better life. Seth walks us through the takeaways for finding a spouse, living healthier, and being happier. [October 25, 2021–49 minutes] iTunes Podcast | Spotify | Google | Breaker | Website Link

• #363 — Rick Bookstaber, Fabric — Risk Is The Other Side Of The Coin From Opportunity. Rick Bookstaber is the co-founder and Head of Risk for Fabric, which provides factor-based risk management applications for investment advisors. He’s held Chief Risk Officer roles at Morgan Stanley, Solomon Brothers, Bridgewater, and the University of California pension, and if that wasn’t enough, he also helped write the Volcker Rule while working for the Treasury. Rick begins the episode by walking us through his framework for assessing risk and why the three keys are leverage, liquidity, and concentration. He also shares the lessons he’s learned from surviving the 1987 crash, 2000 tech bubble, and 2008 housing crisis, and why he recently started Fabric to assist advisors with risk management. [October 27, 2021–65 minutes] iTunes Podcast | Spotify | Google | Breaker | Website Link

• The Best Investment Writing Volume 5: Greg Obenshain, Verdad Advisers — Sales and Distributions: How revenue growth and distributions drive equity returns. Listen to Greg Obenshain read his piece, Sales and Distributions. [October 15, 2021–22 minutes] iTunes Podcast | Spotify | Google | Breaker | Website Link

 BOOK RECOMMENDATIONS

Lisa Jones, (President & CEO, Amundi US):

1. Countdown bin Laden: The Untold Story of the 247-Day Hunt to Bring the Mastermind of 9/11 to Justice by Chris Wallace

2. The Boy, the Mole, the Fox and the Horse by Charlie Mackesy

Good investing,Meb Fabertheideafarm.com