Pods & Recs: No. 167

Today we have Rob Arnott with his trade of the decade, Neil Howe on The Fourth Turning, how Google searches predicted COVID outbreaks in 2020, and the story behind the large decline in fertility rates.

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Investing

Real Vision: Finance, Business & The Global Economy: Fourth Turning Update: The Pandemic’s Impact on Demographics, the Economy, and Society. Neil Howe is the managing director of demographics at Hedgeye and author of The Fourth Turning. He explains how COVID has impacted demographics over the last year, which had more deaths than births. He then uses this lens to look at how it will impact trends with geopolitics, migration and housing, commercial real estate, and more. [May 16, 2021–1 hour, 2 minutes] iTunes Podcast | Spotify | Google | Breaker | Website Link

Flirting with Models: David Fauchier — Paranoid Crypto Cowboys. Fauchier works for Nickel Digital Asset Management, where he manages the Factors Fund, a multi-strategy, multi-manager fund for cryptocurrencies. The episode isn’t about whether or not you should be a crypto believer, but more about the ins and outs of trading crypto markets. He walks through how fragmented the markets are — different exchange rules, regulatory regimes, and contract definitions. He emphasizes how quick the markets evolve, forcing managers to adapt quickly or get left behind. As he wraps up, he touches on the potential of the DeFi space and the possible opportunities in that market. [May 17, 2021–1 hour, 5 minutes] iTunes Podcast | Spotify | Google | Breaker

Village Global’s Venture Stories: How To Fix Credentialism and The Student Debt Crisis with Todd Zywicki. Zywicki is a law professor and author of Unprofitable Schooling: Examining Causes of, and Fixes for, America’s Broken Ivory Tower. He explains how the higher-education system got to where it is today, how colleges pass 65% of funding increases onto students, and why he hopes skills certifications will supplement college. He pushes back on policy proposals from both sides of the aisle and explains why he believes massive student loan forgiveness is going to mostly help higher earners, and then cause major moral hazard issues. This goes well with this episode featuring Ron Lieber, NY Times columnist, on paying for college. [May 18, 2021–25 minutes] iTunes Podcast | Spotify | Google | Breaker | Website Link

Student loan default rates are inversely related to the amount of debt outstanding.

The Pomp Podcast: #557: Joshua Browder on Automating Consumer Rights. Browder is the founder of DoNotPay, the world’s first robot lawyer, which empowers the average customer to defend their rights. He gives an overview of the company and then shares some of the hilariously awesome products they offer, including the ability to sue municipalities for parking and traffic tickets, debit cards to use for free trials so you aren’t charged at the end, and even fake cards to pay robocallers and then use their data to sue them for up to $1,500 per call. [May 17, 2021–1 hour, 11 minutes] iTunes Podcast | Spotify | Google | Breaker

The Meb Faber Show

The Meb Faber Show: #312 — Carter Malloy, AcreTrader — In A Couple Of Minutes, You Can Invest As Little As $15,000 Or $20,000 In A Particular Farm. Carter Malloy is the founder and CEO of AcreTrader, a farmland real estate investment company offering low minimum, passive farm investments. The episode explains how COVID increased interest in farmland from both institutions and private equity firms. Then Carter walks through the process of purchasing farmland through AcreTrader, with Meb’s recent purchase of an organic farm in Nebraska as an example. He explains the process for you to purchase farmland through AcreTrader, the due diligence process for each investment, and their process for deciding which farm is an attractive opportunity. [May 17, 2021–52 minutes] iTunes Podcast | Spotify | Google | Breaker | Website Link

The Meb Faber Show: #313 — Rob Arnott, Research Affiliates — Modern Monetary Theory Does Not Work. Rob Arnott is the founder and Chairman of Research Affiliates. He starts with the U.S. stock market and why today’s valuations meet his definition of a bubble. Rob debunks commonly discussed reasons for why stock valuations should be so high and explains why he doesn’t agree with MMT. Then he touches on value stocks and his recent piece on the lofty valuations for electric vehicles stocks. At the end, Rob shares why he is bullish on emerging markets value and what his new trade of the decade is — UK value stocks. [May 19, 2021–49 minutes] iTunes Podcast | Spotify | Google | Breaker | Website Link

The Rest

The After On Podcast: 55. Detecting Disease Outbreaks from Internet Traffic | Seth Stephens-Davidowitz. Stephens-Davidowitz is a data-scientist and author of one of my favorite books, Everybody Lies: Big Data, New Data, and What the Internet Can Tell Us About Who We Really Are. In this episode he discusses how Google searches helped him predict future COVID outbreaks last year and then discusses how using big data to monitor health in the future may revolutionize medical treatment — whether it’s cancer or depression. It’s a fascinating conversation on how data could’ve been used to help combat outbreaks last year and what the future may hold. [April 23, 2021–1 hour, 42 minutes] iTunes Podcast | Spotify | Google | Breaker | Website Link

Michael Covel’s Trend Following: Ep. 972: Shanna Swan Interview. Declining fertility rates is something that’s starting to be discussed more and more. Swan recently published a book on the topic called Count Down: How Our Modern World Is Threatening Sperm Counts, Altering Male and Female Reproductive Development, and Imperiling the Future of the Human Race. She’s found that over the past four decades, sperm levels among men in Western countries have dropped by more than 50 percent. She explains some of the reasons why this is happening and ways you can help yourself avoid this. [May 16, 2021–45 minutes] iTunes Podcast | Spotify | Google | Breaker | Website Link

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Colby Donovan

Colby Donovan

Here to bring you podcast suggestions. Twitter → @colby__donovan

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