Podcast Name
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.
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 […]
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.
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 […]
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 […]
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.
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.
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 […]
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.
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 […]
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 […]
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.
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 […]
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 […]
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.
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 […]
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 […]
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 […]
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 […]
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.
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 […]
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 […]
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 […]
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.
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 […]
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 […]
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.
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 […]
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.
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.
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.
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 […]
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 […]
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.
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.
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.
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 […]
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 […]
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 […]
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.