Below is our “Top Podcast” episode with our new curator, Colby Donovan! Holler with any feedback!
Today we have author Jim Collins on what we can learn from long lasting organizations, an episode on applying machine learning to the investment process, and what we can learn from who takes the other side of a trade or bet.
- The Knowledge Project: Jim Collins: Keeping the Flywheel in Motion. Collins is a world-renowned lecturer, consultant, and best selling author of multiple books, including Built to Last and Good to Great. In this episode, he covers the topics from his books and research — answering the question of how do you build companies that will endure and are built to last, not built to flip. He explains traits of these long-lasting companies, lessons he’s learned from Steve Jobs and Jeff Bezos, and what leads to the downfall of organizations. Great episode for anyone trying to build a business that can sustain excellence. [October 1, 2019–2 hours, 23 minutes] iTunes Podcast | Spotify | Overcast | Breaker | Website Link
- Resolve’s Gesault University: Machine Learning in Markets: Silver Bullet? Or Pandora’s “Black” Box? This episode features ReSolve’s Head of Quantitative Research, Andrew Butler, and explains how Resolve has used machine learning to improve their investment process. They covers some of the basics of machine learning, where it can go wrong when applied to an investment process, and how humans can best use it to supplement their process. [October 2, 2019–1 hour, 26 minutes] iTunes Podcast | Spotify | Overcast | Breaker | Website Link
- The Curious Investor: Who Is On The Other Side? As the title states, the episode tries to answer who is on the other side of a decision from you and what can we learn from that. It features both Annie Duke, a former professional poker player and author of the recent book Thinking in Bets, and Yale University School of Management Professor Toby Moskowitz. The later part addresses who is the other side of investing in factors, including value, momentum and low volatility, and what you can learn and expect based on that knowledge. [October 2, 2019–22 minutes] iTunes Podcast | Spotify | Overcast | Breaker | Website Link
The Best Investment Writing Volume 3: Justin J. Carbonneau – 10 Reasons Why It’s Tough to be a True “Intelligent Investor”
Episode #179: Dan Ferris, “What We Do In The Markets, It’s An Unnatural Act…You’ve Got To Have Some Discipline”