Sunday, March 17, 2019

Business

  • Masters in Business: Matthew Granade Discusses Quantitative Investment. You hear a lot about how, regardless of profession, your ability to be successful going forward is going to be dependent on your ability to mix man and machine together. This episode is a fantastic look into how some of the best are doing just that. Granade is the Chief Market Intelligence Officer at Point72 Asset Management (Steve Cohen’s firm) and was previously the co-head of research at Ray Dalio’s Bridgewater Associates. He discusses how Point72 is using big data to help individuals analyze both private and public markets and why his firm believes the ability to mix big data with human intellect is the best way to outperform over the next ten years. [March 15, 2019–56 minutes] iTunes Podcast | Spotify | Overcast | Stitcher | Website Link
  • Capital Allocators: Thomas Russo — All About Berkshire Hathaway. This is the first of two parts featuring Russo, who is a Managing Member of Gardner Russo & Gardner and oversees $13B in a global value strategy. He also holds an impressive feat: he first purchased Warren Buffet’s Berkshire Hathaway 38 years ago, and that’s the focus of the episode. He discusses what he learns at the annual Berkshire meeting, Buffet himself and where Berkshire goes after Buffet, and more. [March 4, 2019–55 minutes] iTunes Podcast | Spotify | Overcast | Stitcher | Website Link
  • Capital Allocators: Thomas Russo — All About Google. Russo apparently purchases stocks very infrequently, and he recently purchased his first stock in a while: Google. He explains why he chose to invest in Google, how the company compares to other big tech names like Facebook and Amazon, and gives his thoughts on the different segments of the company (advertising, Waymo, and moonshots). [March 11, 2019–40 minutes] iTunes Podcast | Spotify | Overcast | Stitcher | Website Link
  • Standard Deviations with Dr. Daniel Crosby: Corey Hoffstein — A Day at the Factor Zoo. Hoffstein is the co-founder and CIO at Newfound Research, a quantitative asset management firm. While the episode is focused on his quantitative background, there are two themes throughout the episode: 1) why why a risk-first approach is important for any investor and 2) why ones ability to sit through pain is the only way to achieve long-run outperformance. [March 14, 2019–1 hour] iTunes Podcast | Overcast | Stitcher
  • Freakonomics: 371. A Free-Trade Democrat in the Trump White House. Gary Cohn was the COO at Goldman Sachs when he accepted the position of Chief Economic Advisor to President Trump. Many described him as the “adult in the room” so when he stepped down it was major news. Cohn walks through his entire time in the White House — his involvement with tax reform, perspective on the President’s comments about the Charlottesville attack, and the trade war. He also touches on the culture within the White House and what led him to eventually step down. [March 14, 2019–50 minutes] iTunes Podcast | Overcast | Stitcher | Website Link
  • Without Fail: Black Sheep of Wall Street: Henry Blodget. I thought this was a fascinating episode. Blodget rose to be the head of internet equity research during the tech bubble in the late 1990’s and then became NY’s Attorney General Eliot Spitzer’s target to take down Wall Street, which resulted in a lifetime ban from the securities industry. He talks about how hard that time of his life was, and then how he bounced back to start Business Insider. [March 11, 2019–42 minutes] iTunes Podcast | Spotify | Overcast | Stitcher | Website Link

The Rest

  • Making Sense: #150 — The Map of Misunderstanding. Sam Harris is joined by the Nobel Prize Winning professor Daniel Kahneman. Their conversation is about his career research in decision making. They begin with what he called System 1 and System 2 in his book, Thinking, Fast and Slow. They then blow through a bunch of different biases he’s uncovered during his career: where intuitions fail and where expert intuitions are right, the power of framing, asymmetry between threats and opportunities, and more. [March 12, 2019–2 hours, 2 minutes] iTunes Podcast | Spotify | Overcast | Stitcher | Website Link
  • Work Life with Adam Grant: Become Friends with Your Rivals. Grant begins the episode citing a study that found the better a team’s rival does in the NCAA tournament, the more games the team wins the next year (it was replicated with the NBA, MLB, NFL & NHL). The episode explains how you can use the power of a rival to improve your own performance, and surprisingly (to me), if you build a supportive relationship with a rival, it can elevate your performance even more. Grant had an op-ed in the NY Times on the same topic if this interests you. [March 12, 2019–39 minutes] iTunes Podcast | Spotify | Overcast | Stitcher | Website Link

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Colby Donovan

Colby Donovan

Here to bring you podcast suggestions. Twitter → @colby__donovan