Markets
December 2025
107 minutes

Henry Ellenbogen – Man Versus Machine

Invest Like the Best with Patrick O'Shaughnessy

Henry Ellenbogen discusses man versus machine in investing, balancing human judgment with data driven tools, building durable growth portfolios.

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Markets
October 2025
56 minutes

How Peter Lynch Became The Greatest Fund Manager Of All Time

The Compound and Friends

Peter Lynch’s investing journey highlights his “invest in what you know” philosophy, focus on fundamentals, and disciplined approach to long-term […]

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Markets
May 2025
82 minutes minutes

Asking a Billionaire Investor How to Turn $10,000 into $1M ft. Mohnish Pabrai

My First Million

Investor Mohnish Pabrai explains his long-term, value-focused investment strategy, which emphasizes simplicity, conviction, and patience.

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Markets
March 2025
61 minutes minutes

Christopher Bloomstran on Warren Buffett, $BRK Berkshire, $SPY valuation and debt | S07 E11

The Acquirers Podcast

Chris Bloomstran talks about Warren Buffett & Berkshire Hathaway, return attribution of the S&P 500, the AI arms race, and […]

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Markets
March 2025
52 minutes minutes

Alex Sacerdote – Riding S-Curves at Whale Rock

Capital Allocators

Tech-focused investor Alex Sacerdote applies his S-Curve framework to key trends today, including AI, the Mag 7, cloud computing, electronic […]

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Markets
November 2024
55 minutes minutes

Charlie Dreifus: ‘You Have to Dig Deeper to Find Inefficiencies. But They’re There’

The Long View

Royce Special Equity Funds portfolio manager Charlie Dreifus covers timely and timeless lessons from his career.

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Markets
August 2024
69 minutes

Value Investing in a Changing World with Aswath Damodaran

Excess Returns

Prof. Damodaran discusses the importance of wealth preservation, blending academic rigor with practical insights and the dangers of performance chasing.

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Markets
August 2024
91 minutes

Gavin Baker – AI, Semiconductors, and the Robotic Frontier

Invest Like the Best with Patrick O'Shaughnessy

Baker covers the competition among the Magnificent Seven, what he’s learned from Nvidia, and how investors should approach the current […]

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Markets
August 2024
65 minutes

Successful Investing in a Disrupted World ft. Aswath Damodaran

Top Traders Unplugged

Professor Damodaran explains how structural shifts in the economy have fundamentally altered the investing landscape.

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Markets
July 2024
69 minutes

TIP643: The Luxury Strategy w/ Christian Billinger

We Study Billionaires

Billinger frames the conversation around the book, The Luxury Strategy, giving an overview of the luxury sector and how luxury companies […]

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Markets
June 2024
122 minutes

RWH046: A New Golden Age w/ Bob Robotti

We Study Billionaires

Bob Robotti shares lessons from his 40-year career and why he expects a resurgence of active value investing and old […]

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Markets
April 2024
65 minutes

The Case for Value Investing with Tobias Carlisle

Excess Returns

Carlisle talks about the struggles of value investing and why he thinks they present a significant opportunity to long-term investors.

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Markets
December 2023
51 minutes

John Armitage – Navigating Macroeconomic Shifts

Value Investing with Legends

Egerton Capital’s Chief Strategist shares insights into navigating the complexities of portfolio management and the art of risk-taking in fluctuating […]

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Markets
November 2023
63 minutes

Bill Nygren: The State of Value Investing Today

The Long View

In addition to talking about the value landscape today, Nygren discusses capital allocation, the state of banks, and individual stocks […]

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Markets
November 2023
81 minutes

Aswath Damodaran – Making Sense of the Market Pt. 2

Invest Like the Best with Patrick O'Shaughnessy

Professor Damodaran covers a range of topics, including Nvidia, macro risks, formulating a personal investing philosophy, and more.

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Markets
June 2023
51 minutes

Joel Tillinghast: The Art of Investing

The Long View

The legendary Fidelity manager discusses lessons learned from some of his biggest investing mistakes, best practices for analyzing a management […]

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Markets
December 2022
60 minutes

Tech Valuations and The State of The Market — with Aswath Damodaran

The interview with Aswath Damodaran starts at the 19 minute mark. He touches on the disappearance of risk capital from the […]

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Markets
December 2022
91 minutes

RWH017: Fidelity Legend Joel Tillinghast

Tillinghast has been managing money since 1989.  In this episode, he shares lessons learned during his career, how he differs from other Fidelity legends Will […]

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Markets
May 2022
77 minutes

Beating the S&P500 since 2004 w/ Bryan Lawrence

We Study Billionaires

Bryan Lawrence is the founder of Oakcliff Capital. He discusses: • His investment in Charter Communications as a way to explain […]

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Markets
March 2022
81 minutes

Eric Mandelblatt – Investing in the Industrial Economy

Eric Mandelblatt discusses commodity cycles, the impact of decarbonization on industry, and why railroads could benefit from inflationary pressures.

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Markets
March 2022
120 minutes

Chris Cerrone – A Simple, Quality Discussion

Chris Cerrone discusses learning from Joshua Waitzkin, the art of not selling strong holdings, and lessons from Chuck Akre on […]

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Markets
February 2022
69 minutes

Motley Fool Founder David Gardner on Finding Rule Breaking Growth Stocks

David Gardner discusses finding rule breaking growth stocks, applying a venture style mindset to public markets, and the lessons from […]

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Markets
December 2021
90 minutes

Michael Mauboussin on How to Read Stock Prices

Michael Mauboussin discusses expectations investing, how to interpret stock prices through embedded market assumptions, and what that means for assessing […]

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Markets
October 2021
132 minutes

Chris Bloomstran — Taking Principled Stances

Chris Bloomstran discusses Berkshire Hathaway analysis, disciplined capital allocation, and the risks he sees across today’s investment landscape.

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Markets
September 2021
64 minutes

Leading the Used Car Auction Digital Revolution with Jim Hallett, Executive Chairman, KAR Auction Services, Inc (NYSE: KAR

Jim Hallett discusses digitizing used car auctions, leading business model change during COVID, and how management investor conversations shape long […]

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Markets
July 2021
73 minutes

Steve Mandel – Investing Behind Change

Steve Mandel discusses lessons from studying Walmart, why shorting stocks is difficult, and how he analyzes businesses positioned behind long […]

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Markets
June 2021
74 minutes

Dennis Lynch – Delivering Alpha in Adapting Markets

Counterpoint Global’s Dennis Lynch discusses building a research team, exploiting company misclassification, and evolving his investment process over two decades.

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Markets
February 2021
50 minutes

Hamish Douglass: On the Hunt for Super-Compounding Stocks

Hamish Douglass discusses building Magellan Financial Group, managing concentrated global growth portfolios, and his philosophy on quality investing with risk […]

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Markets
January 2021
93 minutes

Joel Greenblatt on understanding market factors, improving public education, reducing income inequality & more

Joel Greenblatt discusses understanding market factors, improving public education, and practical approaches to addressing income inequality.

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Markets
September 2020
81 minutes

Will Danoff on Innovation and Investments

Fidelity’s Will Danoff discusses managing Contrafund, his long-term large-cap growth approach, and lessons from outperforming across market cycles.

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Markets
August 2020
52 minutes

Steve Romick: ‘We Think Defensively’

FPA’s Steve Romick discusses flexible allocation, risk-aware portfolio construction and managing multi-asset strategies through varied market cycles.

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Markets
December 2019
76 minutes

Value Intellect: Vitaliy Katsenelson on Softbank, and $TSLA and value with Tobias Carlisle on The Acquirers Podcast

Vitaliy Katsenelson discusses value investing in range-bound markets, capital discipline in sideways cycles, and lessons from his books on active […]

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Markets
November 2019
58 minutes

Charles de Vaulx: Why Value Investing Has Slumped but Will Rebound

Charles de Vaulx discusses global value investing, capital preservation across cycles, and lessons from managing international equity strategies at IVA […]

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Markets
November 2019
67 minutes

Gavin Baker – Tech and Consumer Growth Investing

Gavin Baker discusses consumer and technology growth investing, major sector trends, and detailed insights into the evolving video game industry.

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Markets
November 2019
52 minutes

Drew Dickson discusses European equity investing, blending fundamental research with behavioral finance, and constructing concentrated portfolios at Albert Bridge Capital.

Drew Dickson discusses European equity investing, blending fundamental research with behavioral finance, and constructing concentrated portfolios at Albert Bridge Capital.

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Markets
November 2019
50 minutes

Joel Greenblatt – Investing Off the Beaten Path

Joel Greenblatt discusses value investing principles, building Gotham Asset Management, and applying special situations and valuation-based strategies across market cycles.

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Markets
November 2019
53 minutes

Dennis Lynch: ‘Have a Growth Mindset and Be Willing to Learn New Things’

Dennis Lynch discusses growth equity investing at Counterpoint Global, managing large-scale strategies, and lessons from decades of navigating evolving market […]

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Markets
November 2019
47 minutes

Leon Cooperman – Looking For More For Less

Leon Cooperman discusses his path from Goldman Sachs to Omega Advisors, value investing principles, and perspectives on markets, policy, and […]

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Markets
October 2019
61 minutes

Sector Bets: Lawrence Hamtil talks about the influence of uncompensated sector bets on value, small and micro and international strategies to Tobias Carlisle on The Acquirers Podcast

Lawrence Hamtil discusses uncompensated sector bets and their hidden influence on value, small-cap, micro-cap, and international strategy performance.

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Markets
September 2019
38 minutes

Why Value Investing Has Been Doing Terribly

Chris Meredith discusses value investing’s recent underperformance, drivers behind growth’s dominance, and why conditions may be shifting for value.

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Markets
August 2019
37 minutes

TIP257: Small Cap Investing – w/ Eric Cinnamond

Eric Cinnamond discusses valuing small-cap stocks, assessing asset-heavy businesses at cyclical troughs, and determining appropriate portfolio position sizing.

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Markets
August 2019
49 minutes

John Hempton on What’s Ailing Bank Stocks

John Hempton discusses depressed bank valuations, declining profit margins in varied rate environments, and stock selection amid expensive markets.

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Markets
August 2019
80 minutes

Chris Bloomstran – What Makes a Quality Company

Chris Bloomstran discusses defining quality businesses, capital allocation insights from Berkshire Hathaway, and companies reclaiming distribution in today’s market landscape.

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Markets
August 2019
40 minutes

TIP254: Value Investing w/ Bill Nygren

Bill Nygren discusses valuing Alphabet, Mastercard, and Netflix, and rethinking P/E ratios and shareholder-friendly management when assessing competitive advantage.

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Markets
July 2019
61 minutes

Jean-Marie Eveillard – Taking a Top-Down Approach to Value Investing

Jean-Marie Eveillard discusses his global value investing philosophy, lessons from Ben Graham, and navigating underperformance while managing client expectations.

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Markets
July 2019
172 minutes

The World According To A Maverick, Beach-Biding Stock Picker – John Hempton

John Hempton discusses short selling philosophy, evaluating global equities, and contrarian insights from his experience running an Australian hedge fund.

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Markets
June 2019
50 minutes

Chuck Akre – The Three-Legged Stool

Chuck Akre discusses his three-legged stool framework, evaluating exceptional businesses, and the disciplined approach behind Akre Capital Management’s long-term strategy.

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Markets
June 2019
40 minutes

TIP247: Legendary Investor Bill Miller

Bill Miller discusses trade war implications, position sizing and full equity exposure, and how value investors can incorporate momentum strategies.

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Markets
June 2019
53 minutes

David Abrams – Applying a Fundamental and Value-Oriented Approach to Investing

David Abrams discusses his path from arbitrage to founding Abrams Capital, a generalist value approach, and assessing fundamentals amid uncertainty.

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Markets
May 2019
56 minutes

Michael Mauboussin – Overcoming Biases for Effective Decision-Making

Michael Mauboussin discusses investment psychology, cognitive biases in decision-making, and applying multidisciplinary thinking to improve capital allocation.

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Markets
March 2019
70 minutes

Michael Mauboussin – The Four Sources of Alpha

Michael Mauboussin discusses the true sources of alpha, understanding who is on the other side of trades, and competitive market […]

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Markets
August 2018
69 minutes

Leon Cooperman on Finding the Overlooked Investment

Leon Cooperman discusses uncovering overlooked investments, transitioning Omega Advisors into a family office, and his approach to philanthropy.

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