Top Podcasts of the Week

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

Today we have an episode on LinksDAO, an update on the housing market, and the story behind the first hedge fund to convert to an ETF.


  • Rig på viden: E54: Investment Behavior When Losing Money — Steffen Meyer. Meyer is an associate professor in economics from Syddansk University. In this episode, he looks at investors’ behavior after a fund they’ve invested in is liquidated. His research shows that investors who realize a loss aren’t likely to reinvest the funds and therefore, remain in cash. He shares some of the behavioral reasons as to why and some ideas on how the financial services community can better serve these people in this situation. [January 10, 2022–53 minutesiTunes Podcast | Spotify

  • Odd Lots: Inventory Vanishing and Bidding Wars Exploding in Crazy U.S. Housing Market. Mike Simonsen is the CEO and founder of the real estate data provider Altos Research. In this episode, he explains the trends driving the housing market and why he believes it’s even hotter in 2022 than the past couple of years. He talks about the impact of low rates, low supply, people who are buying second homes, and where he expects the market to go from here. [January 20, 2022–54 minutesiTunes Podcast | Spotify | Google | Website Link

  • EconTalk: Tyler Cowen and Russ Roberts on Nation, Immigration, and Israel. Tyler Cowen talks with host Russ Roberts on Roberts’ recent decision to leave Stanford and move to Israel to become the President of Shalem College. They have a fun conversation about Roberts’ move and the differences between the US and Israel regarding education, service to country and the business environment. [January 17, 2022–76 minutes] iTunes Podcast | Spotify | Google | Website Link

The Meb Faber Show

  • #383 — Mike Dudas, 6th Man Ventures — Investing in Web3 & The Metaverse While Launching LinksDAO.Mike Dudas is the founder and General Partner of 6th Man Ventures, which focuses on investing in Web3 infrastructure and the metaverse. The episode starts with an overview of stablecoins and their role in Web3. Then he gets into NFTs and how they relate to DAOs — decentralized autonomous organizations. Mike even shares how he helped launch LinksDAO, which raised over $10 million in 48 hours with the goal of creating one of the world’s greatest golf clubs. [January 17, 2022–63 minutesiTunes Podcast | Spotify | Google | Website Link

  • #384 — Robert Cantwell, Upholdings — The Man Behind The First Hedge Fund to ETF ConversionRobert Cantwell is the founder and Chief Investment Officer of Upholdings, portfolio manager for the Compound Kings ETF, and the first person to convert a hedge fund into an ETF. Robert shares why he chose to do the conversion and some benefits of the ETF structure, including transparency, taxes and even short lending to generate income. Then he gets into his ETF (ticker K-N-G-S) and shares his framework for analyzing a company. He finishes by touching on the Chinese Internet stocks and how investors should think about geopolitical risk when investing abroad. [January 19, 2022–57 minutesiTunes Podcast | Spotify | Google | Website Link

BOOK RECOMMENDATIONSFrank Slootman (Chairman & CEO, Snowflake):

Tina Vandersteel (Head of Emerging-Country Debt, GMO):

Good investing,Meb