CorpRaider Posted March 9 Share Posted March 9 (edited) 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 Link to comment Share on other sites More sharing options...
Ulti Posted March 21 Share Posted March 21 https://podcasts.apple.com/us/podcast/why-home-insurance-markets-in-california-and-florida/id1056200096?i=1000649969352 excellent Podcast on how homeowner ins is working and why cost are high. Link to comment Share on other sites More sharing options...
weighingmachine Posted March 22 Share Posted March 22 great to see that Todd Wenning has started a podcast https://www.flyoverstocks.com/p/building-the-next-generation-in-finance Link to comment Share on other sites More sharing options...
ValueArb Posted March 22 Share Posted March 22 Jason McDonough has an excellent podcast where he reviews annual reports from historical companies that is surprisingly engrossing. He's gone over how Ford, GM, and NCR started and its extremely interesting to see how innovations that you never even thought about (the cash register) created huge value for the economy. https://podcasts.apple.com/us/podcast/the-10-k-podcast/id1690744153 Link to comment Share on other sites More sharing options...
ratiman Posted March 23 Share Posted March 23 I like the new BG2 podcast, with VCs Bill Gurley and Brad Gerstner. What's fascinating is that Gurley is genuinely interesting and has a distinctive perspective and Gerstner just spits out some words that make noise as if he were jerome Powell testifying in front of congress. I'm not going to be investing in startups but it is interesting to hear what Gurley thinks about self driving cars, LLMs, etc. Just fast forward through all the Gerstner parts. Link to comment Share on other sites More sharing options...
benchmark Posted March 24 Share Posted March 24 8 hours ago, ratiman said: I like the new BG2 podcast, with VCs Bill Gurley and Brad Gerstner. What's fascinating is that Gurley is genuinely interesting and has a distinctive perspective and Gerstner just spits out some words that make noise as if he were jerome Powell testifying in front of congress. I'm not going to be investing in startups but it is interesting to hear what Gurley thinks about self driving cars, LLMs, etc. Just fast forward through all the Gerstner parts. Totally, Gurley is awesome, Gerstner just tries to sound intelligent. Link to comment Share on other sites More sharing options...
Spekulatius Posted March 24 Share Posted March 24 I found this podcast about the current state of Alzheimer’s research from Big Brains very interesting. https://podcasts.apple.com/us/podcast/big-brains/id1368737097?i=1000649991924 Link to comment Share on other sites More sharing options...
Xerxes Posted March 25 Share Posted March 25 On 3/23/2024 at 12:05 PM, ratiman said: I like the new BG2 podcast, with VCs Bill Gurley and Brad Gerstner. What's fascinating is that Gurley is genuinely interesting and has a distinctive perspective and Gerstner just spits out some words that make noise as if he were jerome Powell testifying in front of congress. I'm not going to be investing in startups but it is interesting to hear what Gurley thinks about self driving cars, LLMs, etc. Just fast forward through all the Gerstner parts. any specific episode in that new series that you are recommending or general speaking Link to comment Share on other sites More sharing options...
Ulti Posted 19 hours ago Share Posted 19 hours ago https://podcasts.apple.com/us/podcast/citadel-founder-and-ceo-investing-innovation-culture/id1614211565?i=1000654123844 good interview with Ken Griffin ( wish he had discussed his move to Miami and real estate purchase haha) Link to comment Share on other sites More sharing options...
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