Below is our “Top Podcast” list with our curator, Colby Donovan!
Today we have Morgan Stanley’s take on commodities in 2022, Andrew Lo on finding the perfect portfolio, and Mark Cuban on his attempt to disrupt the pharmaceuticals industry.
“[Bogle] really democratized finance in that…everybody from pharmacist, and the librarian, to the janitor, to the portfolio manager — they can all use his ideas to invest cheaply and effectively”
- The Twenty Minute VC: 20VC: Mark Cuban on Reshaping the Pharmaceuticals Industry, How To Hire and Build Truly Great Teams and What Brand Really Means Today and How To Build One Successfully. Mark Cuban talks about his newest venture, Cost Plus, an online pharmacy taking out the middleman and trying to provide cheaper drugs to everyday Americans. He walks through why he started the company, structural inefficiencies within the healthcare space, and what his end goal is. [February 4, 2022–30 minutes] iTunes Podcast | Spotify | Google | Website Link
- Thoughts on The Markets: Special Episode: The Improving Case for Commodities. After commodities outperformed equities in 2021 for the first time in a decade, the Morgan Stanley team looks at the setup for commodities in 2022. They cover the impact of the energy transition on a broad set of commodities and then factors influencing the price of oil this year, which they think may reach $100 a barrel. [February 5, 2022–10 minutes] iTunes Podcast | Spotify | Google | Website Link
- Business Breakdowns: Twitter: Towing the Clown Car Out of the Goldmine. Anonymous professional investor @Compound248 breaks down Twitter, both the business itself and what he and other investors hope the company does to improve itself going forward. He touches on the KPIs he believes the company needs to focus on to grow engagement and support creators, and ultimately better monetize the user-base, his expectations on the company’s capital allocation strategy, and why he believes the company’s stock price hasn’t followed the growth of the company since it went public. [February 2, 2022–61 minutes] iTunes Podcast | Spotify | Google | Website Link
The Meb Faber Show
- #387 — Whitney Baker, Totem Macro — How To Play A Once-In-A-Generation Opportunity in Emerging Markets. Whitney Baker is the founder of Totem Macro, an EM macro consultancy and hedge fund advisory boutique. Whitney shares her flows-based macro lens for looking at the markets, one she honed at famed shops like Bridgewater and Soros Fund. She says we’re experiencing a cyclical and secular regime change to which she believes the market has yet to adjust. Then Whitney shares why she believes the US is in an once-in-a-lifetime bubble…and at the same time have a once-in-a-generation value opportunity in broad sections of EM. Whitney shared one of her recent research pieces which are normally only for a select number of the world’s most sophisticated investors, so be sure to check it out here. [January 31, 2022–85 minutes] iTunes Podcast | Spotify | Google | Website Link
- #388 — Scott Lynn & Masha Golovina, Masterworks — The World’s Largest Art Buyer on Inflation, NFT’s & Reaching Unicorn Status. Masterworks’ Scott Lynn (CEO) and Masha Golovina (Head of Acquisitions) join Meb to discuss what it’s like to now be a unicorn! They start with an update on the company, which has become the largest art buyer in the world, spending about $45 million per month with over 320,000 investors on the platform. They talk about some trends impacting the art market, like inflation and NFTs, and then spend some time on the process of acquiring paintings. Scott & Masha walk through the difference between buying paintings at auction and private markets and which factors they believe have the greatest impact on prices over time. [February 2, 2022–62 minutes] iTunes Podcast | Spotify | Google | Website Link