Top podcasts of the week!
1. This Week in Startups E908-9: Roger McNamee
Roger McNamee is the founding partner of Elevation Partners, and author of the book, Zucked: Waking Up to the Facebook Catastrophe. Roger discusses his relationship with Mark Zuckerberg and Sheryl Sandberg and the issues he raised with abuses in the use of the Facebook platform leading up to the 2016 elections, and his first meeting with Mark Zuckerberg.
In part 2 of the conversation, Roger McNamee discusses predictive power of meta data, how rules around data, or lack thereof, are shaping business today, and weaknesses and dishonesty in business models that capitalize on the consumer data they collect.
2. Invest Like the Best Ep.123 – The Future of Geopolitics
Peter Zeihan is a geopolitical strategist who combines expertise in demography, economics, energy, politics, technology, and security to assess an uncertain future. Peter discusses the current state of geopolitics, the evolution of supply chains and how Bretton Woods changed the diversification of supply chains, an era of U.S. absenteeism, current trade negotiations and tariffs, America’s transition of Baby Boomers as tax payers to tax takers, Peter’s take on global infrastructure, and what he’s watching closely right now.
3. Capital Allocators EP.89 Thomas Russo – All About Berkshire Hathaway
Tom Russo is the Managing Member of Gardner Russo & Gardner. The conversation covers Warren Buffet’s massive step from classic Ben Graham value investing, Tom’s initial purchase of Berkshire, company meetings, reaffirming his thesis and search for disconfirming information, the genius of Warren Buffett, research on Mitek, cross-fertilization of Berkshire’s CEOs, the subdivisions of insurance, public market investments and regulated businesses, valuation, compensation structure, succession at Berkshire, and Tom’s sell discipline.
4. MacroVoices – Barry Ritholtz: Quantitative Tightening is Not a Good Reason to be Bearish
POTPOURRI (Non-Business Related)