Top Podcasts of the Week

December 20, 2021

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

Today we have someone from the US Space Force with his bull case for Bitcoin, Cliff Asness with his thoughts on today’s market, and Jason Wenk on building a modern-day custodian.

Investing

  • The Pomp Podcast: #749 This Bitcoin Conversation Blew My Mind w/ Jason Lowery. The title for this doesn’t lie; this episode is pretty mind blowing. Lowery is part of the US Space Force, a branch of the government I respect a heck of a lot more after listening to him in this episode. He frames Bitcoin in a way you don’t often hear about — more of a defense mechanism than anything else, and that’s why it’s so valuable. He also shares some fascinating stories, including why GPS was originally developed. [December 10, 2021–67 minutes] iTunes Podcast | Spotify | Google | Breaker

  • FEG Insight Bridge: Rethinking Risk & Return with Cliff Asness. AQR’s Cliff Asness shares his perspective on the markets today and where to put money to work in a world where stocks and bonds are expensive compared to history. He also walks through the potential for stagflation and what works in that environment, what’s led to the wide spread of value and growth stocks to date and why he’s even more bullish on value now than before, and why the illiquidity of private equity may actually be a feature rather than a bug. [December 16, 2021–54 minutes] iTunes Podcast | Spotify | Google | Website Link

“There is no good investment product so good that there’s not a fee that can make it bad.” 

  • Think with Pinker: Methinks it is a weasel. Steven Pinker speaks with Charlie Munger and economist Tim Hartford about randomness and over-thinking coincidences. They look at Munger’s errors of omission, how we can distinguish signal from noise in data, and explain what we can learn from a stock picking cow. [November 25, 2021–29 minutes] iTunes Podcast | Website Link

The Meb Faber Show

  • #376 — Jason Wenk, Altruist — How To Make Financial Advice Better, More Affordable & Accessible To Everybody. Jason Wenk is the founder and CEO of Altruist, an all-in-one financial advisor platform that serves as an alternative to existing custodians. Jason provides an overview of the firm, which is one of the most successful fintech startups in recent years, explains the value-add to advisors and how Altruist aligned their fee structure to benefit both advisors and their clients. Meb and Jason finish by touching on the future of financial advice and the impact of direct indexing, mutual funds, and ETFs. [December 13, 2021–86 minutes] iTunes Podcast | Spotify | Google | Breaker | Website Link

  • #377 — Garrott McClintock, AcreTrader — Live From The 2021 Farmland Investing Summit!Garrott McClintock is a fifth-generation farmer and the Chief Operating Officer of AcreTrader, a farmland real estate investment company offering individuals access to low minimum passive farm investments. The conversation took place at the 2021 Farmland Investment Summit. The conversation covered the process of sourcing farms and building out the farmland-investing ecosystem. Then they talk about some of the macro tailwinds, the possible risks to the asset class, and the long-term vision of AcreTrader. Meb wraps the conversation by discussing the farm he purchased through AcreTrader in Nebraska. [December 15, 2021–46 minutes] iTunes Podcast | Spotify | Google | Breaker | Website Link

BOOK RECOMMENDATIONS 

Michael Mouboussin (Head of Consilient Research, Morgan Stanley Investment Management’s Counterpoint Global):

Good investing,Meb Fabertheideafarm.com