Great podcast episode recommendation thread

[Pelagic]

Great episode of Odd Lots on Tractor Supply $TSCO and how they cultivate extremely knowledgeable staff. I've never been in one but sounds like a store I'd enjoy. The chicken swaps anecdote where TSCO's parking lot essentially becomes a local marketplace for hobby farmers was fascinating too. 

 

 

[Spekulatius]

I highly recommend the podcast / youtube series from Asianometry:

https://www.youtube.com/@Asianometry

 

He discusses some long forgotten stocks like Wang Computer, Norsk Data, Olivetti computers etc. as well as many more topics.

 

FWIW, I actually owned Norsk Data stock at some point (lost a bit of money on it before I bailed) - yes I am that old.

[Whensthepaintdry?]

Did Barry Diller cause the media sell off today?

 

https://podcasts.apple.com/us/podcast/on-with-kara-swisher/id1643307527?i=1000626303442

Edited September 1, 2023 by Whensthepaintdry?

[dwy000]

10 minutes ago, Whensthepaintdry? said:

Did Barry Diller cause the media sell off today?

 

https://podcasts.apple.com/us/podcast/on-with-kara-swisher/id1643307527?i=1000626303442

Nah, it was the public fight between Disney and Charter. 

[Whensthepaintdry?]

That makes more sense. I listened to it last night. I wouldn’t think  Diller had that much sway. He definitely wasn’t very positive on the space other than Netflix. 

[Saluki]

 

New Ackman interview.  Didn't realize that he invested in Elon's Twitter fiasco.  

[Xerxes]

Odd Lots interview with Bill Gross is incredible hilarious chat. Specially the last 10 min. Just listen that part for a good laugh. 
 

https://podcasts.apple.com/ca/podcast/odd-lots/id1056200096?i=1000627652007

 

[longlake95]

9 minutes ago, Xerxes said:

Odd Lots interview with Bill Gross is incredible hilarious chat. Specially the last 10 min. Just listen that part for a good laugh. 
 

https://podcasts.apple.com/ca/podcast/odd-lots/id1056200096?i=1000627652007

 

 

Thanks for the link. That was good for a laugh!

[Stuart D]

Yeah that Odd lots Bill Gross interview was awesome. 
 

Another good one popped up this morning From Grant’s:

https://overcast.fm/+TYmB5aFFw

It features the author of “Numbers go up: inside Crypto’s wild rise and staggering fall.”

 

Edited September 21, 2023 by Stuart D

[Spooky]

Odd Lots has been on fire lately.

[Spekulatius]

Bill Chen on Real Estate:

 

Edited October 9, 2023 by Spekulatius

[Stuart D]

Really enjoyed the Bill Chen YAVP interview. I still find it hard to get excited about a 7% cap rate, but I do like his point that some public co’s have long term debt fixed at 3-4%, so with any sort of rental appreciation the math starts to become more attractive.

Edited October 11, 2023 by Stuart D

[Saluki]

On a friend's recommendation I started listening to the Empire podcast.  Season 1 is about the Brits in India, Season 2 is the Ottoman Empire etc. I'm only a few episodes in, but if you like history it's a good podcast to listen to on your commute. 

[Xerxes]

1 hour ago, Saluki said:

On a friend's recommendation I started listening to the Empire podcast.  Season 1 is about the Brits in India, Season 2 is the Ottoman Empire etc. I'm only a few episodes in, but if you like history it's a good podcast to listen to on your commute. 

thank you. Sounds interesting. 

[Longnose]

Searched for this and didnt see it mentioned anywhere. 

 

but i quite enjoy the all in podcast

https://www.youtube.com/@allin

 

I enjoy the various opinions of these high profile players talking tech, investing, politics, etc... 

[Xerxes]

I highly recommend this specific episode where the host is interviewing former Mossad director and another gentleman. You can hear the pain and anguish in their voice. The event clearly left a mark. they seem to be right on point on many issues that need to be resolved. 

It is a great listen specifically for non-Middle eastern folks such as North Americans and Europeans whose interest and understanding ebbs and flows depending on what else is exciting and popping in the world. 

 

[Dinar]

@Xerxes, thank you, very interesting

 

[competitive-advantage]

Thanks for all the recommendations. I've have just subscribed to many of them.

I like the 3 episodes about cybersecurity from The stock Universe. It's very specific about fundamentals and with many tech details:

https://podcasts.apple.com/dk/podcast/the-stock-universe/id1692081810?i=1000617001065

https://podcasts.apple.com/dk/podcast/the-stock-universe/id1692081810?i=1000623466788

https://podcasts.apple.com/dk/podcast/the-stock-universe/id1692081810?i=1000628850983

Edited December 20, 2023 by competitive-advantage

[backtothebeach]

Apple's podcast app is really starting to piss me off. Every couple of weeks it just reverts its settings to default. The skip back/foward time changes, and above all it reverts to continuous playback.

 

Any recommendations for a better podcast app? What are you guys using?

[nafregnum]

4 hours ago, backtothebeach said:

Apple's podcast app is really starting to piss me off. Every couple of weeks it just reverts its settings to default. The skip back/foward time changes, and above all it reverts to continuous playback.

 

Any recommendations for a better podcast app? What are you guys using?

 

Overcast.  It has "Smart Speed" (cuts out silences) and you can also pay $9.99/yr for some premium features, like ability to upload your own mp3 files to your own private 10gb of file space.  I take epub books that aren't available on Audible, and convert them to mp3 file using some scripts I wrote and Amazon's Polly service, then upload the mp3s so I can listen to them.  

 

The app is great, even if you don't need to premium features.

[rkbabang]

16 minutes ago, nafregnum said:

4 hours ago, backtothebeach said:

Apple's podcast app is really starting to piss me off. Every couple of weeks it just reverts its settings to default. The skip back/foward time changes, and above all it reverts to continuous playback.

 

Any recommendations for a better podcast app? What are you guys using?

 

Overcast.  It has "Smart Speed" (cuts out silences) and you can also pay $9.99/yr for some premium features, like ability to upload your own mp3 files to your own private 10gb of file space.  I take epub books that aren't available on Audible, and convert them to mp3 file using some scripts I wrote and Amazon's Polly service, then upload the mp3s so I can listen to them.  

 

The app is great, even if you don't need to premium features.

 

I switched about a year ago from Overcast to Pocket Casts.  You have more control over the silence trimming.  You can set it to mild, medium, or "Mad Max".   Medium is my setting.   Also has speed control and a volume boost which makes voices louder.  On top of all of that, I like the UI better than Overcast.  I used to pay the $9.99/yr for overcast, but I canceled my subscription.  Now I pay for Pocket Cast $14.99/yr.  It's a little more, but the app is so much nicer to use.  Also I just looked you can play your own files with Pocket Casts as well, but I haven't tried that feature yet. 

 

Edited March 1 by rkbabang

[james22]

No one watches TCAF?

 

https://www.youtube.com/@TheCompoundNews/videos

[backtothebeach]

1 hour ago, nafregnum said:

Overcast. ...

56 minutes ago, rkbabang said:

...Pocket Casts...

 

 Thanks guys, will check them out!
 

Edited March 1 by backtothebeach

[nafregnum]

1 hour ago, rkbabang said:

 

I switched about a year ago from Overcast to Pocket Casts.  You have more control over the silence trimming.  You can set it to mild, medium, or "Mad Max".   Medium is my setting.   Also has speed control and a volume boost which makes voices louder.  On top of all of that, I like the UI better than Overcast.  I used to pay the $9.99/yr for overcast, but I canceled my subscription.  Now I pay for Pocket Cast $14.99/yr.  It's a little more, but the app is so much nicer to use.  Also I just looked you can play your own files with Pocket Casts as well, but I haven't tried that feature yet. 

 

 

Ooh, thanks, I didn't know anything about Pocket Cast before - I'm going to check it out.

[CorpRaider]

Lately, I've been binging this podcast called Special Situation Investing.  They run a substack too (the pod is mostly reading the posts from the substack).

 

Nice little short weekly stock pitches and some asides about FI and wealth building etc from what sounds like two hobbyist/financially independent men.  Sounds like they are attempting to emulate the structure of the portfolio of buffett partnerships a bit (i.e., the workouts, generals, and so forth.  They discussed a few spins that were somewhat interesting. 

 

I haven't really liked anything they've looked at yet, but have enjoyed listening.  They talk a lot about Bitcoin, doomberg, the real vision blokes, pabrai, and the horizon kinetics guys so I would take them more than a pinch of salt. 

 

I like to imagine they are father and son and wonder if my children and I can similarly share this investing activity one day; maybe that's why I like it. haha.

 

Spotify has loads of audio books now included with memberships, so that's been great, but I feel I have to focus in more on those than pods.

 

Also that Knowledge project guy had Chris Davis on recently for a 2+ hour talk that was great.  Lots of repeat stuff but also some new.  Includes a little discussion of serving on boards including Berk, GHC, and KO.  A few new details (to me) about his famiglia.

Edited March 9 by CorpRaider