Great podcast episode recommendation thread

[cubsfan]

5 minutes ago, whiskybravo said:

Does anyone have a recommendation for a daily, circa 30minute per episode, podcast that covers corporate/industry news (not markets or stock picking) and doesn’t have a mainstream institutional slant (not WSJ, Bloomberg etc.)?  
 

I listened to an episode of Morning Brew Daily which covered the Open AI AMD deal, Deloitte’s report to the Australian government which was riddled with AI errors and hallucinations, and the Fifth Third/Comerica merger.  Seemed pretty good.

 

Then today started with a good bit about the ongoing air traffic controller shortage on top of government shutdown and how a similar situation in 2019 served as a breaking point to end that shutdown.  But then it devolved into the WNBA, Carry Bradshaw, Christiano Ronaldo, whether one of the hosts has 150 people in his social circle.  Not what I am looking for!

 

And just so you understand how he works - he does a Friday night "market/business" wrap - usually 20-30 minutes.  Then Every Monday, he does a 60 minute in depth topic - tariffs, interest rates, business tax policy, trade, AI, etc.

 

Here is one of his short Friday night podcasts:

 

[villainx]

The actor from The Office?!??!!

[cubsfan]

56 minutes ago, villainx said:

The actor from The Office?!??!!

 

Steve Carell and Steve Eisman are different names.

But yes, Steve Carell played Steve Eisman in "The Big Short" movie. 

 

Great podcast.

[whiskybravo]

2 hours ago, cubsfan said:

 

And just so you understand how he works - he does a Friday night "market/business" wrap - usually 20-30 minutes.  Then Every Monday, he does a 60 minute in depth topic - tariffs, interest rates, business tax policy, trade, AI, etc.

 

Here is one of his short Friday night podcasts:

 

Looks great. I have subscribed. Thank you

[villainx]

58 minutes ago, cubsfan said:

 

Steve Carell and Steve Eisman are different names.

But yes, Steve Carell played Steve Eisman in "The Big Short" movie. 

 

Great podcast.

 

You have to do read it in Doc Brown voice.

 

[cubsfan]

13 minutes ago, whiskybravo said:

Looks great. I have subscribed. Thank you

 

For you? Anything brother!

[Spekulatius]

I also recommend the Steve Eisman podcast, but some episodes are great and others I think so so. With any high frequency (daily) publisher, you will have that issue. Creating 30 min of content every day is hard for a one man show. You will get days  where they go in the weeds. The solution is simply cut it short and skip to the next podcast.

Edited October 12, 2025 by Spekulatius

[cubsfan]

12 hours ago, Spekulatius said:

Inkasso recommend the Steve Eisman podcast, but some episodes are great and others I think so so. With any high frequency (daily) publisher, you will have that issue. Creating 30 min of content every day is hard for a one man show. You will get days  where they go in the weeds. The solution is simply cut it short and skip to the next podcast.

 

2X week - not daily - but no matter.

 

 Friday - 30 minute market wrap, Monday 60 minute topic of interest.   So yeah, skip Monday if no interest - Personally, I've skipped the Crypto podcasts.

 

[Spekulatius]

Dutch Investors. Looks like a very interesting podcast show.

I am going to check out this episode about Robertet first :

https://podcasts.apple.com/us/podcast/the-dutch-investors/id1780074969?i=1000698022294

[schin]

On 10/11/2019 at 9:17 AM, Liberty said:

I enjoyed this Founders' Podcast episode that goes through highlights from 21 shareholder letters from Jeff Bezos. Even having read them all previously, it was good to refresh my memory:

 

https://podcasts.apple.com/us/podcast/71-jeff-bezos-shareholder-letters-all-of-them/id1141877104?i=1000437859575

 

I'm pretty sure many have listed to "The Founders" podcast. Definitely worth listening to. 

 

David Senra actually kicked off my book buying kick on biographies and business history. "Books are the original hyperlinks"

[backtothebeach]

This was powerful:

 

https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000733890017

 

[backtothebeach]

51 minutes ago, backtothebeach said:

This was powerful:

 

https://podcasts.apple.com/us/podcast/all-in-with-chamath-jason-sacks-friedberg/id1502871393?i=1000733890017

 

 

“those who offer to give you for free what you need to get on your own with hard work at the end, end up charging you with the most valuable asset you could have, which is your freedom, your capacity to decide and to make your own decisions.”

[villainx]

On 10/11/2025 at 10:35 AM, cubsfan said:

Friday - 30 minute market wrap, Monday 60 minute topic of interest.   So yeah, skip Monday if no interest - Personally, I've skipped the Crypto podcasts.

 

I've been liking the Friday market wrap.  To the point, with some analysis thrown in.

 

Thanks.

[nsx5200]

A podcast series for those that find @Dalal.Holdings's wail on corporate misdeeds 'educational', especially when its fruits from the trees of HBS, McKinseys, etc:

https://podcasts.apple.com/us/podcast/corporate-gossip/id1650850378

 

Corporate Gossip:

The business podcast for gossip lovers 
Corporate Gossip explores the most absurd corporate scandals, the juiciest wall-street tea, and the not-so hidden secrets of famous business people. You don’t need to know anything about business to enjoy the Corporate Gossip Podcast, but you might learn something along the way!

[Dalal.Holdings]

56 minutes ago, nsx5200 said:

A podcast series for those that find @Dalal.Holdings's wail on corporate misdeeds 'educational', especially when its fruits from the trees of HBS, McKinseys, etc:

https://podcasts.apple.com/us/podcast/corporate-gossip/id1650850378

 

Corporate Gossip:

The business podcast for gossip lovers 
Corporate Gossip explores the most absurd corporate scandals, the juiciest wall-street tea, and the not-so hidden secrets of famous business people. You don’t need to know anything about business to enjoy the Corporate Gossip Podcast, but you might learn something along the way!

 

Well every so often we get more insight as to why Warren (and Charlie) mocked ever hiring consultants. But then again, Ajit Jain was ex-McKinsey, so I'll say it's never 100%

[Xerxes]

https://podcasts.apple.com/ca/podcast/empire/id1639561921?i=1000703759580

 

If you like East Asian history lore, episode 247 through 255 covers:   the tea/chai trade, opium wars, rise of East India Company, the Persis merchants in Gujarat, flow of gold/silver balance of trade between China and Britain, the rise of private merchant class etc 

Highly recommend. Listening to the podcast, there are various interviews from the author of these books to go through. The first title is not in the podcast but came across it on Amazon as well. The rest I will soon acquire. 

 

 

[ratiman]

I usually wouldn't post fund manager interviews but Nygren is one of the more intelligent managers. Good discussion of stocks like AirBnb, cable companies, Merck. 

 

https://www.listennotes.com/podcasts/the-world/from-book-value-to-brand-DjfbM1zPFE8/

[Spekulatius]

This is a YouTube episodefrom Christian Rieck about Porsche, the auto business and branding. I thinkers one of the bets support form essay that I have ever seen about this topic. In German but auto translate may get the points across well enough.

 

 

[Whensthepaintdry?]

More bearish than usual. 

 

Edited November 14, 2025 by Whensthepaintdry?

[villainx]

Damodaran has to be pretty bearish in general cuz he's tied to historical/academic numbers.  But I could be completely wrong since I don't monitor him too closely.

 

 

[Xerxes]

Great stuff 
 

 

[Spekulatius]

On 11/14/2025 at 2:50 PM, villainx said:

Damodaran has to be pretty bearish in general cuz he's tied to historical/academic numbers.  But I could be completely wrong since I don't monitor him too closely.

 

 

Damodaran actually was not bearish at all until very recently. He makes some good points in this podcast.

[Xerxes]

 

[weighingmachine]

Story of WInmark - parent co of Once Upon a Child, Play It Again Sport, Plato's Closet, and more

 

https://podcasts.apple.com/us/podcast/winmark-resale-at-scale/id1559120677?i=1000652711054

[Spekulatius]

Scott Galway brings issues to a point better than anyone else: