Top Podcasts of the Week

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

Today we have lots of episodes on the Russian invasion of Ukraine, Morgan Housel on the psychology of money and Joel Greenblatt on today’s market.

Russia Invasion of Ukraine

• ***Must Listen***The Real Vision Daily Briefing with Peter Zeihan

• Capital Allocators with Marko Papic

• The Compound and Friends with Ian Bremmer

• Odd Lots: Zoltan Pozsar on Russia, Gold, and a Turning Point for the U.S. Dollar

Investing

• The Tim Ferriss Show: Morgan Housel — The Psychology of Money, Picking the Right Game, and the $6 Million Janitor. Housel is a partner at the Collaborative Fund and author of The Psychology of Money. He shares a number of stories from his book, all of which emphasize the difference between a rational and reasonable investor. It’s a long episode but worth the listen. [March 1, 2022–187 minutes] iTunes Podcast | Spotify | Google | Website Link

“You have to have a level of savings in your asset allocation that doesn’t make sense… That’s the only time that you know that you are prepared for risks that you cannot envision.”

• This Week in Startups: Tech takes action against Russia, Backbone’s mobile gaming device + Joel Greenblatt from Gotham Capital. Famed investor Joel Greenblatt joins Calacanis to discuss today’s market. He touches on the changes in accounting and traditional metrics when analyzing companies today compared to the past, the state of American capitalism, and the difference between investing and speculating. [March 2, 2022–142 minutes] iTunes Podcast | Spotify | Google | Website Link

• Invest Like The Best: Eric Mandelblatt — Investing in the Industrial Economy. Mandelblatt is the founder and CIO of Soroban Capital. In this episode, he discusses commodity cycles and the impact of the push towards decarbonization, why he’s very bullish on railroads, and how inflation may impact the industrial sector. [March 1, 2022–78 minutes] iTunes Podcast | Spotify | Google | Website Link

The Meb Faber Show

• #394 — Africa Startup Series — Peter Ngunyi, EarlyBird Venture Lab — Accelerating Africa’s Startup Ecosystem. Peter Ngunyi is the founder and CEO of EarlyBird Venture Lab, which provides growth, acquisition and funding strategy for early-stage tech startups. Peter began by touching on his recent transition from operator to investor to help solve startups get access to capital. He explained why Africans have historically mostly seen real estate as the only investment option but are now starting to invest in startups. He discussed areas he’s excited about, like retail tech and fintech, and of course, some companies he’s excited about. At the end, Peter shared why he believes Africa needs to pave its own path and not just copy the US or Chinese model. [February 28, 2022–38 minutes] iTunes Podcast | Spotify | Google | Website Link

• #395 — Rob Koyfman, Koyfin — Building The Go-To Investing Platform. Rob Koyfman is the founder and CEO of Koyfin, a financial data and analytics platform designed for researching stocks and understanding market trends. Rob gave an overview of the platform, which provides investors who do not have access to Bloomberg, access to professional grade data coverage and analytical tools. Then he walked through the ability to use visual tools and create a customized dashboard to see what’s most important to you. At the end, Rob touched on some wonky client emails and Rob’s annual April Fools emails to users. As a special offer to listeners of The Meb Faber Show, click here for 10% off for new users. [March 2, 2022–43 minutes] iTunes Podcast | Spotify | Google | Website Link

The Rest

• The Tim Ferriss Show: Boyd Varty — The Lion Tracker’s Guide to Life. Varty is a South African lion tracker and wildlife and literacy activist. The episode is as good as you’ll hear on growing as a person, handling traumatic events, and becoming a more wholesome version of yourself. [February 15, 2022–152 minutes] iTunes Podcast | Spotify | Google | Website Link

“A big insight was that where your attention goes, your life goes, and if you are constantly putting your attention on living things, this more aliveness in your own life.”

BOOK RECOMMENDATIONS

Morgan Housel (Partner, The Collaborative Fund): 

1. Fortune’s Children: The Fall of the House of Vanderbilt by Arthur T. Vanderbilt

2. The Great Depression: A Diary by Benjamin Roth

3. The Big Change: America Transforms Itself, 1900–1950 by Frederick Lewis Allen

4. Since Yesterday: The 1930s in America, September 3, 1929–September 3, 1939 by Frederick Lewis Allen

5. Only Yesterday: An Informal History of the 1920s by Frederick Lewis Allen

Good investing,Meb Fabertheideafarm.com