Top Podcasts of the Week

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

Today we have a value investor on the art of not selling, a timely episode on the energy transition and geopolitics, and Laurens Swinkels discussing some of his top research pieces.

Investing

• The Business Brew: Chris Cerrone — A Simple, Quality Discussion. Chris Cerrone is a Partner at Akre Capital Management and joins Bill Brewster for a wide-ranging conversation on his love of Joshua Waitzkin’s approach to learning, the art of (not) selling (paper), and his lessons from Chuck Akre on finding high quality businesses. [ February 3, 2022— 101 minutes] iTunes Podcast | Spotify | Google

• The HC Insider Podcast: Energy Transition & Geopolitics with Daniel Yergin. The episode is 6 months old but timely given the events in Russia and Ukraine. Yergin is the author of The New Map, Energy, Climate and the Clash of Nations and looks at how peak demand and the energy transition is set to upend decades of global policy and economics. [June 9, 2021–49 minutes] iTunes Podcast | Spotify | Google | Website Link

The Meb Faber Show

• #392 — Laurens Swinkels, Robeco — The Global Market Portfolio, (Realistic) Expected Returns & Global Factor Premiums. Laurens Swinkels is Robeco’s Head of Quant Strategy. The episode begins with Laurens’ research on the global market portfolio, how it has evolved over time and where he believes crypto fits in today. Then he talks about his research on factor performance dating back to the 19th century. He also covers his framework for determining expected returns for all major asset classes and why he and his team decided to include climate change in that analysis for the first time this year. He also touches on sin stocks, ESG, and even the tokenization of real estate. [February 23, 2022–61 minutes] iTunes Podcast | Spotify | Google | Website Link

• #393 — Duncan Kelm, Arrow Point Tax — Strategic Tax Planning & Tax Mitigation Strategies. Duncan Kelm is a managing partner for Arrow Point Tax Services, specializing in financial plans and processes for business owners, professionals, and executives with an eye on taxes. In this episode, Duncan walks through some tax breaks for businesses, individuals & private investments. He touches on the difference in taxes within the US and then gets into the Employee Retention Tax Credit, over which Duncan pounds the table about why more people need to know about it. Then he gets into Meb’s personal favorite, Qualified Small Business Stock (QSBS), and opportunity zones. [February 23, 2022–46 minutes] iTunes Podcast | Spotify | Google | Website Link

The Rest

• The James Altucher Show: 824- Seth Stephens-Davidowitz: Uncover the World’s Secret with Data. Altucher speaks with Stephens-Davidowitz, author of Everybody Lies: Big Data, New Data, and What the Internet Can Tell Us About Who We Really Are and Don’t Trust Your Gut: Using Data to Get What You Really Want in Life. They spend the first part of the episode on how to utilize data to find an edge and why Stephens-Davidowitz was so fascinated by Google search data. They then discuss Stephens-Davidowitz’s upcoming book and what data indicates about how we can live a happier life, from how we spend our time to who we pick as a mate. [February 22, 2022–84 minutes] iTunes Podcast | Spotify | Google

• The Daily Stoic: Arthur Brooks on the Keys to Finding Happiness | How To Own Things. Professor Arthur Brooks talks about his new book From Strength to Strength. He gives advice on how to manage your wants to increase your happiness and why good habits and systems are the actual keys to a happy life. [February 22, 2022–70 minutes] iTunes Podcast | Spotify | Google | Website Link

BOOK RECOMMENDATIONS

Chris Cerrone (Partner, Akre Capital Management):

1. The Art of Learning: An Inner Journey to Optimal Performance by Joshua Waitzkin

2. Zen and the Art of Motorcycle Maintenance: An Inquiry Into Values by Robert Pirsig

3. On Quality: An Inquiry into Excellence: Unpublished and Selected Writings by Robert Pirsig

Sebastian Mallaby (Author): 

1. The Money Game by Adam Smith

2. A Little Life by Hanya Yanagihara

3. Black Edge: Inside Information, Dirty Money, and the Quest to Bring Down the Most Wanted Man on Wall Street by Sheelah Kolhatkar

4. Digital Gold: Bitcoin and the Inside Story of the Misfits and Millionaires Trying to Reinvent Money by Nathaniel Popper

Sahil Bloom (Founding Partner, SRB Ventures):

1. When Breath Becomes Air: Kalanithi Paul

Good investing,Meb Fabertheideafarm.com