Best of the Best Podcasts: Business Q3 2018

Today we have my 17 favorite business episodes from the last quarter. There are 8 interviews/conversations with some of the most successful investors, 2 great episodes on crypto, and 7 other episodes I think are well worth the time. I hope you enjoy, and if so, forward to a friend who would love getting some recommendations!

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Investing Legends (8 episodes)

  • The Tim Ferris Show: #338: Howard Marks — How to Invest with Clear Thinking. One of the best episodes I’ve ever listened to. Marks is an investing Titan, Co-Chairman of Oaktree Capital, and author of The Most Important Thing: Uncommon Sense for The Thoughtful Investor and his newest book, Mastering the Market Cycle: Getting the Odds on Your Side. Marks perspective on markets and a logical decision making process is refreshing. They discuss market cycles, stages of a bull market, how he profited from the 2008 downturn, and thoughts on currency and bitcoin. [September 25, 2018–1 hour, 59 minutes] iTunes Podcast| Spotify | Overcast | Stitcher | Website Link
  • Masters in Business: Rob Arnott Discusses the Process Behind Research Affiliates. Arnott and Ritholtz touch on a ton of topics: value vs. growth, why value out-performs in the long-run, the S&P 500 serving as a market cap-weighted ETF, and more. [July 26, 2018–1 hour, 16 minutes] iTunes Podcast | Overcast | Stitcher | Website Link
  • Capitol Allocators: Charley Ellis — Indexing and Its Alternatives. The episode is all about indexing, and Ted does a great job having a constructive conversation by taking the other side of the argument. They talk about how the US defined our retirement age, a huge way to increase your 401k by deferring social security, benefits and limitations of private equity, and buying Berkshire Hathaway in the 1970’s for a 300 bagger. [July 30, 2018–1 hour, 15 minutes] iTunes Podcast | Overcast | Stitcher | Website Link
  • The Curious Investor: Active versus Passive. The episode was recorded in May and is a conversation between two titans: Vanguard founder John Vogel and AQR co-founder Cliff Asness. They have a constructive conversation of the pros and cons of active vs. passive management. I suggest listening to this episode along with the Capital Allocators episode mentioned above. [August 15, 2018–22 minutes] iTunes Podcast | Overcast | Stitcher | Website Link
  • Masters In Business: Leon Cooperman on Finding the Overlooked Investment. The first half of the episode covers Cooperman’s storied career, from the South Bronx to Goldman Sachs to opening his hedge fund, Omega Advisors. At 26:05, the conversation shifts to current events: where the market is now both domestically and globally, his investment philosophy going forward for his family office, taking the giving pledge and his philanthropy, and some of his investment ideas. [August 10, 2018–1 hour, 10 minutes] iTunes Podcast | Overcast | Stitcher | Website Link
  • The New Retirement Podcast: Jim O’Shaughnessy: Emotions Need Not Apply In Investing. O’Shaughnessy is the founder of O’Shaughnessy Asset Management and author of What Works on Wall Street. The episode focuses on human behavior and why we are hardwired to make poor investment decisions, which has led him to have a quantitative focus. They also have a discussion about his Twitter post from May about what he’s learned over the course of his 30 year career. [August 22, 2018–1 hour, 7 minutes] iTunes Podcast | Stitcher | Website Link
  • Super Investors: #23: Jerry Parker On Finding Your True Calling in Life And The Markets. Parker was one of the original turtle traders and later founded Chesapeake Capital in 1988. The episode begins with Parker discussing what led him to apply to be a turtle trader under Richard Dennis and gives an overview of the experience. Parker talks about why trend-following appealed to him, why it should appeal to the average investor, and how how to implement trend following in your own portfolio. [August 29, 2018–1 hour, 4 minutes] iTunes Podcast | Overcast | Stitcher | Website Link
  • Beyond The Markets Podcast: Robert Shiller & Robin Greenwood. This was a great episode on the current state of the markets and where some of the top minds think we may go from here. They discuss the impact of the corporate tax cuts on earnings and animal spirits, what they expect for returns over the next 10 years (~5.5% for Siegel, less than half of that for Shiller), and some thoughts on market bubbles. Then they finish the conversation around what narratives they see in the market today (mostly Trump and robots replacing jobs), which happened to also be a narrative after the Great Depression. [September 14, 2018–53 minutes] iTunes Podcast| Overcast | SoundCloud | Stitcher | Website Link

Crypto (2 episodes)

  • Invest Like The Best: Ryan Selkis (@twobitidiot) — The Crypto Barbell and Token Curated Securities. Ryan gives a very realistic perspective on crypto the entire episode. The conversation goes through a basic overview of crypto and his barbell to categorize crypto assets, the need for more transparency in the crypto ecosystem, views on ICO’s and his new venture Messari. [August 7, 2018–56 minutes] iTunes Podcast | Spotify| Overcast | Stitcher | Website Link
  • Off the Chain: Travis Kling: The Secrets of a Crypto Trader. Guest Travis Kling is the founder and CIO at Ikigai Asset Management, an investment firm focused on crypto assets. He previously was a portfolio manager at Point72 where he traded Long/Short Energy Equities. He provides a great perspective on crypto and explains why he left Point72 to focus his attention to crypto. He also gives us his thoughts on why he thinks crypto hasn’t bottomed out yet, and why it may be a good thing if that happens. [September 19, 2018–1 hour, 39 minutes] iTunes Podcast| Overcast | Website Link

And The Rest (7 episodes)

  • Invest Like The Best: Value is Dead, Long Live Value, With Modest Proposal. One of my favorite episodes from Invest Like the Best. They cover a lot of ground, including retail, malls, media, and value investing. The guest is anonymous, but can be followed on twitter here modest proposal. [7/17/18–1 hour, 39 minutes] iTunes Podcast | Stitcher | Website Link
  • Capital Allocators: Sarah Williamson — Focusing Capital on the Long-Term. The episode is a great listen to any investor, manager, or allocator. Williamson is the CEO of FCLTGlobal, a non-profit consortium of large asset managers, allocators, and corporations dedicated to encouraging long-term behavior in business and investment decision-making. Their discussion starts with Williamson’s background and time on the buy-side. At the 10 minute mark, the conversation turns to what shes researching and focusing on in her current role. Topics covered include investing for the long-term, thoughts on quarterly guidance, executive pay, the role of the board, using bechmarks, fees, and more.[September 3, 2018–52 minutes] iTunes Podcast | Overcast | Spotify | Stitcher | Website Link
  • a16z Podcast: Beyond Zero-Sum Thinking in the Game of Tech…and Life. The podcast is a discussion between a16z (one of the most successful venture capital firms) cofounders, Marc Andreessen and Ben Horowitz (author of The Hard Things About Hard Things), moderated by author Steven B. Johnson (Where Do Ideas Come From). Some parts are very technical and focused on business and technology, but I encourage you to still listen and just fast forward through business or tech parts you aren’t interested in. They also talk about there’s been an increase in zero-sum thinking (I win, and therefore you cannot) since the 2008 crisis, instead of not positive sum thinking (we can all win), and this applies to a broad spectrum. They mention the book Finite and Infinite Games, which is a quick 150 page read. Andreessen recently posted his book suggestions- read here. [July 6, 2018–42 minutes] iTunes Podcast | Overcast | Stitcher | Website Link
  • All About Your Benjamins: Talkin’ Taxes With Bill Sweet. This is a great conversation to listen to better position yourself financially. For the first 14:40 they talk about how Bill got to his current role. Then the conversation transitions to the pros and cons of a 401(k) vs. Roth, why everyone should have an HSA, a possible roundabout way to fund retirement through your HSA, and finishes with discussing 529 plans to save for your children to go to college. [August 15, 2018–1 hour, 19 minutes] iTunes Podcast | Overcast | Stitcher | Website Link
  • The Meb Faber Show: #115 — Steve Glickman-Opportunity Zones: Ultimately, If You Hold for…10 years or More…You Don’t Pay Any New Capital Gains — Ever. They go over a topic that’s advantageous for investors based on the new tax code: Opportunity Zones. The Governors were in charge of selecting their zones from 25% of their low income communities [Search here]. They discuss how to start a fund if you’re interested, how the IRS tests your compliance over time, rules and regulations around what investments/business are allowed, and New Market Tax Credits. Steve encourages people to reach out to him if you need more information. [August 1, 2018–52 minutes] iTunes Podcast | Overcast | Stitcher | Website Link
  • Flirting with Models: Meb Faber — “Just Survive.” Meb’s podcast was the first one I started listening to a few years ago, and for those who don’t know him well, this is a great way to get acquainted with his way of thinking. They cover running a billion dollar asset management firm, his views on global asset allocation, and his newest ETF, TAIL. [June 26, 2018–1 hour, 2 minutes] iTunes Podcast | Stitcher | Website Link
  • The Curious Investor: Taking Stock of Stock Myths. Another great episode by AQR. They dive into three different risks: home bias (the tendency to invest more in something you’re familiar with), market timing (when it does and doesn’t work), and inflation (how it impacts stocks and bonds). [September 19, 2018–20 minutes] iTunes Podcast| | Overcast | Stitcher | Website Link

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Here to bring you podcast suggestions. Twitter → @colby__donovan

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Colby Donovan

Colby Donovan

Here to bring you podcast suggestions. Twitter → @colby__donovan

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