Below is our “Top Podcast” list with our curator, Colby Donovan!
Today we have Cullen Roche and Jesse Felder with their takes on inflation, and Thomas Braziel on investing in special situations around the world.
- We Study Billionaires — The Investor’s Podcast Network: TIP406: Finding Hidden Treasure w/ Thomas Braziel. Braziel is the founder of 507 Capital, which invests in special situations around the globe. In this episode, he shares his framework for looking at opportunities like bankruptcies and liens, and how to think about risk when investing in these unique situations. He also walks through examples of past investments, including one associated with Mt. Gox, the Japanese crypto exchange, and a penny stock investment that led him to turn $7,000 into over $1 million. [December 18, 2021–63 minutes] iTunes Podcast | Spotify | Google | Breaker | Website Link
- MacroVoices: #303 Jesse Felder Joins Inflation/Deflation Debate. Felder joins the episode to follow up on the recent MacroVoices episode with David Rosenberg, who pitched his case for deflation. Felder takes the opposite side and explains why. Then he walks through the different reasons and metrics that led him to believe the U.S. market is on shaky ground, what he thinks may happen with the market in 2022, and where he sees opportunity within precious metals and mining stocks. The interview is from 8:35–45:45. [December 23, 2021–65 minutes] iTunes Podcast | Spotify | Google | Breaker | Website Link
The Meb Faber Show
- #378 — Cullen Roche, Discipline Funds — QE Is Not As Powerful As A Lot Of People Like To Think It Is. Cullen Roche is the founder and Chief Investment Officer of Discipline Funds, which recently launched the DSCR ETF. Cullen begins by sharing his framework for thinking about inflation and the impact of both monetary and fiscal policy. He explained the difference between the response to the Great Financial Crisis and what we’re experiencing today, and then shared what he expects inflation to look like over the next few years. Next, Cullen discusses his newest venture, the Discipline Funds ETF, ticker DSCF. He walks through why he chose to start the fund, the tax benefits of holding low cost index funds in an ETF wrapper when rebalancing, and the process of launching an ETF.[December 20, 2021–79 minutes] iTunes Podcast | Spotify | Google | Breaker | Website Link
- #379 — Peter Livingston, Unpopular Ventures — The Best VC’s Actually Have A Lower Batting Average But A High Slugging Percentage. Peter Livingston is the founder of Unpopular Ventures, which invests in early stage technology startups around the globe. Peter gives an update since his first appearance on the podcast, including what led him to hire multiple partners to build out his syndicate. Then he talks about the investment landscape in places like Asia, Africa, and Latin America and what he thinks about the high valuations in the private market today. After he walks through some names in his portfolio, including Jeeves, his best performing investment, he shares his thoughts on some recent news in the venture space about Tiger Global & Sequoia. [December 22, 2021–70 minutes] iTunes Podcast | Spotify | Google | Breaker | Website Link