Top Podcasts of the Week

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

Today we have James Aitken on the implications of Russia’s invasion of Ukraine on financial markets, Doug Leone on his career with Sequoia, Dan McMurtrie on handling stressful times, and Jeremy Grantham on superbubbles.

  • Capital Allocators: James Aitken — Market Implications of the Situation in Ukraine. James Aitken is the Founder of Aitken Advisors, which works with approximately one hundred of the most influential pools of capital in the world. This episode is a timely one on the implications of the Russian invasion of Ukraine on investors’ risk tolerance, energy markets, inflation, currencies, and why this leads him to ponder what happens if China invades Taiwan. [March 10, 2022–43 minutes] iTunes Podcast | Spotify | Google |Website Link

“It’s a trade-off between which is more important, addressing inflation or national security and geo-strategic concerns.”

  • This Week in Startups:Doug Leone of Sequoia Capital: global growth, partnering with legendary companies and the evergreen fund. Leone is the Global Managing Partner of Sequoia and talks about the evolution of the venture industry over his career, Sequoia’s global expansion, and current trends affecting both VC & founders (company building, remote work, and anti-trust trends). [March 9, 2022–74 minutes] iTunes Podcast | Spotify | Google | YouTube

  • The Long View: Andrew Miller: ‘No Index Is Truly Passive’. Miller is a partner at Creative Planning and shared some thoughtful and practical ideas for financial planners. He discusses what it’s like to create financial plan resiliency, the difference between risk tolerance and risk capacity, and the active decision of indexes. [May 8, 2022–50 minutes] iTunes Podcast | Spotify | Google | Website Link

“I don’t think [investment selection is] going to make a big impact in someone’s financial plan or the outcome. And…advisors are well-served spending the least amount of time in that topic area.”

  • Neckar’s Insecurity Analysis: Dan McMurtrie on Resilience, Recovery, and Longevity in Investing. McMurtrie explains why he’s thinking a lot about resilience and recovery when dealing with sustained pressure and stress, which he believes mastering is crucial to longevity in investing. [March 11, 2022–77 minutes] iTunes Podcast | Spotify | Google | Website Link

“You’ll hear a lot of managers say, ‘Hey, I bought the market in the financial crisis,’ but they’re probably not going to get on TV and say, ‘and I threw up in the trashcan for it.’”

The Meb Faber Show

  • #396 — Wes Fulford, Viridi Funds — How To Get Exposure To Crypto In Public Markets. Wes Fulford is CEO and Portfolio Manager of Viridi Funds and the Viridi Cleaner Energy Crypto-Mining & Semiconductor ETF (ticker RIGZ). Wes discussed his background in banking and becoming the CEO of Bitfarms, which he took public in Canada. Then Wes shared why both experiences gave him the idea to launch an ETF focused on crypto miners and related businesses. He gave an overview of the miners’ business model, the importance of clean energy, and how the miners are impacted by the volatility of the underlying crypto prices. [March 7, 2022–50 minutes] iTunes Podcast | Spotify | Google | Website Link

  • #397 — Jeremy Grantham, GMO — Short-Term Pessimist, Long-Term Optimist. Jeremy Grantham is the Long-Term Investment Strategist and co-founder of GMO. Given Jeremy’s knowledge of financial history, there are few people who are better to hear from about what’s happening in the world today than Jeremy. He touched on some of his biggest concerns at the moment: the conflict between Russia and Ukraine, labor and materials shortages, poor demographics, and rising inflation. [March 9, 2022–50 minutes] iTunes Podcast | Spotify | Google | Website Link

BOOK RECOMMENDATIONS

Dan McMurtrie (Tyro Partners): 

Michelle Seitz (Chairman & CEO, Russell Investments Group): 

Sid Sijbrandij (Co-founder & CEO, GitLab):

Good investing,Meb Fabertheideafarm.com