Sunday, September 23, 2018
Today may be the best set of recommendations yet. We have must listens with a former Point72 PM on crypto, how the CEO of Spotify used trust to grow the business, and another on trauma and mental health. We also have the story of how a million dollar hole-in-one went wrong, insight into the story on Junior Seau’s tragic suicide, and a conversation with the author of Sapiens: A Brief History of Humankind.
At the end of the month I will be sending out my best of the best episodes from the last quarter, along with the best podcasts with authors to hopefully give you some book suggestions.
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- ***Must Listen*** 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
- ***Must Listen*** Masters of Scale: Spotify’s Daniel Ek — How to build trust FAST. This is a fascinating episode and a great listen to learn more about Spotify’s business model and how Ek was able to scale the business through decisions that created more trust with both the music industry and his customers. I’m a huge fan of Masters of Scale, and this may be my favorite episode yet. Host Reid Hoffman explains that Trust = Communication x Time, and Ek made key decisions that allowed him to bypass time and still create trust with others.[September 18, 2018–46 minutes] iTunes Podcast| Spotify | Overcast | Stitcher | Website Link
- Masters in Business: David Hunt Discusses Rates after the Financial Crisis. Hunt is the President and CEO of Prudential Financial Inc’s global investment management business, which ranks in the top 10 in managed assets in the U.S. They have a wide ranging conversation, including his thoughts on leadership, lessons from the financial crisis, how his background as a consultant helps him in his current role, and thoughts on the current state of the market. [September 20, 2018–1 hour, 10 minutes] iTunes Podcast| Spotify | Overcast | Stitcher | Website Link
- Top Traders Unplugged: Welcome to The Systematic Investor Series. This episode is the first of this series (the second is below), and starts with a brief discussion of the purpose of the podcast series and how it will be structured going forward. The three hosts (Niels Kaastrup-Larsen, Jerry Parker & Moritz Seibert) give a little background on who they are and then get into a discussion on the markets. They discuss their current portfolios, making money going both long and short, and why shorting stocks is more difficult.[September 16, 2018–56 minutes] iTunes Podcast| Overcast | Stitcher | Website Link
- Top Traders Unplugged: The Systematic Investor Series Ep 02. This is the second episode of the series. The hosts talk about any trends they’ve seen in market over the last week, why you truly need a long time horizon as a manager, and the importance of providing an investment narrative to go along with your return history. Then they go through some of Jerry Parkers’ tweets of the week (I highly recommend following him — he posts great articles), which leads them to discuss why you should always be skeptical about new research. [September 22, 2018–43 minutes] iTunes Podcast| Overcast | Stitcher | Website Link
- Planet Money: #863: The 13th Hole. At Alonzo Mourning’s 2010 charity golf tournament, anyone who had a hole-in-one on the 13th hole would win a million dollars. One participant was lucky enough to do so, however, he hasn’t received the million dollars. The company who insures these million dollar hole-in-ones denied the claim due to some technicalities, and now lawsuits and lawyers have taken over. This was a really interesting episode .[September 7, 2018–21 minutes] iTunes Podcast| Spotify | Overcast | Stitcher | Website Link
- ESPN 30 for 30+: Seau. ESPN’s newest 30 for 30, Seau, has released on their ESPN+ app. This episode is an interview with the director, Kirby Bradley, who discusses the process of making the documentary and what he thinks the lasting effects from Seau’s suicide will be on the future of the NFL and player safety. [September 20, 2018–28 minutes] iTunes Podcast| Spotify | Overcast | Stitcher | Website Link
- ***Must Listen*** The Peter Attia Drive: Paul Conti, M.D.: trauma, suicide, community, and self-compassion. Not very often do I finish an episode and think that I will take lessons away for the rest of my life, but I did with this one. Attia and Conti have a deep conversation on trauma and how, if untreated, stays with us for the rest of our life, impacting friends and family. They discuss the rising rate of suicides in society, mental health, depression, and give thoughts on how to address these topics yourself. I can’t recommend this enough to everyone. [September 17, 2018–2 hours, 6 minutes] iTunes Podcast| Overcast | Stitcher | Website Link
- Waking Up with Sam Harris: #138 — The Edge of Humanity. This episode is a very thought provoking conversation between host Sam Harris and Yuval Noah Harari, who has a Ph.D in History from the University of Oxford and is the best selling author of Sapiens: A Brief History of Humankind and Homo Deus: A Brief History of Tomorrow. This conversation focuses on his newest book, 21 Lessons for the 21st Century. They discuss their thoughts on meditation, why we need to rethink our fundamental assumptions about human civilization, universal basic income, the role of nationalism in the world, ramifications of AI and automation, and more. [September 19, 2018–2 hours, 7 minutes] iTunes Podcast| Spotify | Overcast | Stitcher | Website Link