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.


  • 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 minutesiTunes Podcast | Spotify | Google

The Meb Faber Show

  • #392 — Laurens Swinkels, Robeco — The Global Market Portfolio, (Realistic) Expected Returns & Global Factor PremiumsLaurens 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 minutesiTunes Podcast | Spotify | Google | Website Link

  • #393 — Duncan Kelm, Arrow Point Tax — Strategic Tax Planning & Tax Mitigation StrategiesDuncan 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 minutesiTunes Podcast | Spotify | Google | Website Link

The Rest

  • 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 minutesiTunes Podcast | Spotify | Google | Website Link


Chris Cerrone (Partner, Akre Capital Management):

Sebastian Mallaby (Author): 

Sahil Bloom (Founding Partner, SRB Ventures):

Good investing,Meb