Great podcast episode recommendation thread

[Saluki]

 

This guy mentions a stock discussed at ValueX, which he won't name. Reading between the lines, I think he's talking about Watches of Switzerland, the UK company that makes Rolex watches. Rolex, has that weird thing where you have buy something in their lower end brand before they will deem you worthy enough to buy their marquees brand. 

[Ulti]

https://podcasts.apple.com/us/podcast/grants-current-yield-podcast/id1207583745?i=1000711194839
 

excellent discussion with a longtime bankruptcy and restructuring expert on us debt , state of private equity and how President Trump negotiates 

[ratiman]

This was a good presentation by Bill Gurley about VC investments staying private forever (I just want an AI to strip out every time the host says "I'm curious.") It's going to be hilarious when somebody just really needs their money back, issue a massive market order into these quasi-public markets for private companies, and then sues their manager for fraudulent marks.

Edited June 11, 2025 by ratiman

[Spekulatius]

What is a private company worth with no capital distributions and no exit?

Is it just marked based on the last round in 2021? 

[thepupil]

11 minutes ago, Spekulatius said:

What is a private company worth with no capital distributions and no exit?

Is it just marked based on the last round in 2021? 

 

it is marked at what the manager says it's worth. a last round valuation is an input into that mark, but that's not necessarily the mark.

 

as the podcast notes, multiple VC's can mark the same asset very differently. 

 

as for the value of a minority interest in a non-cash distributing company that isn't very profitable that isn't rapidly growing  and is burdened by high management fee...well...that's...tough.

[Ulti]

https://podcasts.apple.com/us/podcast/bloomberg-talks/id1690236827?i=1000712490392
 

Jeffery Gundlach talks us treasuries 

[formthirteen]

https://www.dwarkesh.com/p/victor-shih

 

Lots of insights on China. Nope, I won't invest in China.

[villainx]

Was there a Ballmer interview recently? I thought I saw something and was going to come back to it, but since it’s not here, don’t remember where, if any where, it was. 

[Spekulatius]

This was a good one from Excess returns. Giroux is a portfolio manager at TrowPrice. He goes into great details in terms of his investment process. Many good nuggets in there. 

 

[Ulti]

27 minutes ago, villainx said:

Was there a Ballmer interview recently? I thought I saw something and was going to come back to it, but since it’s not here, don’t remember where, if any where, it was. 

https://podcasts.apple.com/us/podcast/the-steve-ballmer-interview/id1050462261?i=1000710802439

[Xerxes]

1 hour ago, villainx said:

Was there a Ballmer interview recently? I thought I saw something and was going to come back to it, but since it’s not here, don’t remember where, if any where, it was. 

 

https://podcasts.apple.com/ca/podcast/acquired/id1050462261?i=1000710802439

 

[villainx]

@Ulti and @Xerxes  Thank you!  

[backtothebeach]

On 6/14/2025 at 11:10 AM, Spekulatius said:

This was a good one from Excess returns. Giroux is a portfolio manager at TrowPrice. He goes into great details in terms of his investment process. Many good nuggets in there. 

 

Thanks, this was really good!

[Ulti]

https://podcasts.apple.com/us/podcast/efficient-frontier-advisors-co-founder-neurologist/id730188152?i=1000712767227

, bill Bernstein, neurologist, investor, author. What a perfect time to talk to the author of The Birth of Plenty, and of course, a splendid exchange about how trade has made us all so much wealthier. Really a person who dives deep into the subject matter, understands it better than anybody else and could put it into great historical context. 

[This2ShallPass]

Really good interview w Brad Jacobs. He probably said making money for shareholders a 100-200 times, wish all CEOs were that laser focused on returns.

 

 

[Xerxes]

I thought this was a good podcast on current situation back home.

It is actually a new series on War On The Rocks, with this first one being free.

 

I am against paying for podcast for political/economical/investment content given that they have short shelf life.

But might reconsider here.

 

Afshon Ostovar, Ph.D. - Department of National Security Affairs - Naval Postgraduate School

 

 

 

[formthirteen]

On 6/14/2025 at 6:10 PM, Spekulatius said:

This was a good one from Excess returns. Giroux is a portfolio manager at TrowPrice. He goes into great details in terms of his investment process. Many good nuggets in there. 

 

"Not your father's utilities". Costco is very overvalued according to him. Financials are the most overvalued, rates are high, NIM expanding, "don't buy cyclicals at the top of the cycle". ”PTC and workday are good value.” Great CEOs: Larry Culp, Danny Heard, Mark Casper, Jeff Yabuki.

 

Great episode. Made me think. I should probably adjust my portfolio faster than I have been planning. Financials are ~30% of my portfolio. I've had one share of Workday in my portfolio for years. Workday seems to be turning a corner and operating margins have improved steadily. The stock has gone nowhere. I have also been planning on screening for stability in margins, eps, which he talks about here:

https://www.youtube.com/watch?v=J6SBVS7VpTA&t=2655s

 

Edited June 29, 2025 by formthirteen

[nwoodman]

 

I enjoyed this interview with Robert Hagstrom.  Touches on some points that I ponder a fair bit

 

- Bill Miller’s influence and touches on complex adaptive systems

- Concentration

- Private Equity

-Investing philosophy (the edge)

 

A nice wrap of a conceptual framework that works as long as you can handle volatility.  Nothing really new but he does a good of reinforcing the basics and this interview resonated.

 

 

[Spekulatius]

From the Money and macro channel - a good discussion about the impacts so far.:

 

 

Edited July 25, 2025 by Spekulatius

[Spekulatius]

What women want.. is what other women want.

 

 

I posted about this PsycHacks channel before and there is some really good content on it. I also recommended it to my son, likely in vain. I did tell him, that if a girl he dates ever tells him to meet her (girl) friends, it’s  going to be test and if he fails, he is going to get the boot.

[villainx]

On 8/2/2025 at 3:36 PM, Spekulatius said:

What women want.. is what other women want.

 

Isn't this - generally - similar to what men want?

 

[Spekulatius]

5 hours ago, villainx said:

 

Isn't this - generally - similar to what men want?

 

It is true but not as much. Women are much more normative than men.

[Spekulatius]

I found this episode insightful. Aswath Damadoran is always a good listen:

 

[whiskybravo]

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!

[cubsfan]

Just now, 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!

 

I'm a big fan of the new Steve Eisman podcast - if you have interest in AI, tariffs, etc - I think it's really worthwhile. I found it very helpful in understanding AI. Available on YouTube or Podcast - Eisman Playbook.