Podcast Name
Global Macroeconomics
April 2026
36 minutes
The Big Macro Force That’s Been Driving Stocks Higher for Years
The episode speaks with the author of a recent Fed paper, “A Macroeconomic Perspective on Stock Market Valuation Ratios,” which […]
Markets
May 2025
63 minutes
TIP725: First Principles of Valuation w/ Tim Koller
We Study Billionaires
The leader author of Valuation: Measuring and Managing the Value of Companies walks through how companies create shareholder value, what […]
Portfolio Management
July 2021
55 minutes
Rob Arnott on Inflation, Bubbles and the Future of Value Investing
Rob Arnott discusses inflation risks, how to identify asset bubbles, and why value investing’s struggles may not be explained by […]
Markets
July 2021
78 minutes
Tobias Carlisle — Realism Over Idealism in Value
Tobias Carlisle discusses why value investing has struggled, how definitions of cheapness matter, and the challenges of shorting and investing […]