Spekulatius Posted January 30, 2023 Share Posted January 30, 2023 This is a short one from Motley Fool about Buffett buy framework, which I found very insightful: https://www.fool.com/podcasts/motley-fool-money/2023-01-28-lessons-from-buffetts-investing Link to comment Share on other sites More sharing options...
Spooky Posted January 31, 2023 Share Posted January 31, 2023 On 1/30/2023 at 5:17 PM, Spekulatius said: This is a short one from Motley Fool about Buffett buy framework, which I found very insightful: https://www.fool.com/podcasts/motley-fool-money/2023-01-28-lessons-from-buffetts-investing The Tod Combs interview from the Graham & Dodd breakfast referenced in this episode is extremely interesting. Highly recommend reading it. https://investmentmanagementinsights.substack.com/p/graham-and-dodd-annual-breakfast Link to comment Share on other sites More sharing options...
Spekulatius Posted February 5, 2023 Share Posted February 5, 2023 Great talk from Terry Smith: Link to comment Share on other sites More sharing options...
rossef2 Posted February 5, 2023 Share Posted February 5, 2023 Richard Oldfield is quite an interesting guy I thought... Link to comment Share on other sites More sharing options...
Xerxes Posted February 15, 2023 Share Posted February 15, 2023 The Big Short fella Steve Eisman had a great podcast with the OddLots folks. He came back few days later on Bloomberg Surveillance as well, but only for 10 min. Link to comment Share on other sites More sharing options...
Xerxes Posted February 16, 2023 Share Posted February 16, 2023 Those of you who are interested in the Chinese Re/MAX balloon would probably enjoy this episode on Aviation Week Podcast: Hot Air Or High Tech? China’s Spy Balloon | Aviation Week Network Link to comment Share on other sites More sharing options...
crs223 Posted February 18, 2023 Share Posted February 18, 2023 The all-in-postcast has an excellent show this week. They discussed AI. Some of my favorite parts: How legal/bias teams neuter/silence the AI to avoid controversy (and how prompt-injection hacks break through) Whether or not competing AI will "capitalize" to give users choice (kind of like CNN/Fox) Whether or not AI [moderators] will be able to "erase" people from history, like Stalin did (assuming AI becomes the most common source of info going forward). Related example: is any company going to allow AI to answer the question "what are some of the good things Hitler did for Germany" How insidious it is that OpenAI started as a non profit to keep AI from "taking over" and is now making billions producing a product that is moderating/filtering history [aka "taking over"] Link to comment Share on other sites More sharing options...
Spekulatius Posted February 23, 2023 Share Posted February 23, 2023 QCOM -relatively short and sweet: https://podcasts.apple.com/us/podcast/qualcomm-making-smartphones-smart/id1559120677?i=1000597531557 Link to comment Share on other sites More sharing options...
Spekulatius Posted February 26, 2023 Share Posted February 26, 2023 OT - if you think you know everything about BRK, watch this: Link to comment Share on other sites More sharing options...
Saluki Posted February 27, 2023 Share Posted February 27, 2023 I've been listening to several videos by this guy. Very thought provoking. Besides being a performance psychologist for many of the top golfers, he also works for a very well known fund. Link to comment Share on other sites More sharing options...
Simba Posted February 28, 2023 Share Posted February 28, 2023 On 1/31/2023 at 3:35 PM, Spooky said: The Tod Combs interview from the Graham & Dodd breakfast referenced in this episode is extremely interesting. Highly recommend reading it. https://investmentmanagementinsights.substack.com/p/graham-and-dodd-annual-breakfast Nice find. Link to comment Share on other sites More sharing options...
Spekulatius Posted March 9, 2023 Share Posted March 9, 2023 Great podpast here from odd lots regarding pricing power: https://www.bloomberg.com/news/articles/2023-03-09/corporate-earnings-calls-provide-clues-on-inflation-odd-lots-podcast?srnd=oddlots-podcast#xj4y7vzkg "Price over volume" seems to be the new corporate mantra. Link to comment Share on other sites More sharing options...
Spekulatius Posted June 21, 2023 Share Posted June 21, 2023 This is a fantastic interview with Aswath Damodaran: Link to comment Share on other sites More sharing options...
Luca Posted June 21, 2023 Share Posted June 21, 2023 17 hours ago, Spekulatius said: This is a fantastic interview with Aswath Damodaran: Watched a little bit about that, always enjoy Videos with him! Although i probably disagree with his diversification appraoch, we also saw what the Berkshire Duo had to say to that on the AGM :D! Link to comment Share on other sites More sharing options...
Spekulatius Posted July 11, 2023 Share Posted July 11, 2023 (edited) Informative and entertaining. Moderators changed the topic quickly a few times. I am not sure I buy anything he is saying. Edited July 11, 2023 by Spekulatius Link to comment Share on other sites More sharing options...
Spekulatius Posted July 15, 2023 Share Posted July 15, 2023 On 6/20/2023 at 9:24 PM, Spekulatius said: This is a fantastic interview with Aswath Damodaran Another great one from Damodaran here: Again explains the story and numbers side of valuation and when it applies more when (stories matter more early in the life cycle, numbers more later) A great example of valuation with Fisher and Paykel ( NZ medical business ) which is clearly a local market darling and Damodaran comes up with a way lower valuation than the current EV. Seems to upset some people attending but he explains that this may be a great example of a home bias (NZ stock market is small with very little growth companies and Fisher and Peykel is unique there which likely gives it a higher valuation than if listed elsewhere. He makes some statement regarding AI: “When everyone has it, no one has an advantage etc”. He think if anything, AI will likely lower profit margins overall not increase them. Link to comment Share on other sites More sharing options...
backtothebeach Posted July 18, 2023 Share Posted July 18, 2023 https://podcasts.apple.com/us/podcast/389-benjamin-netanyahu-israel-palestine-power-corruption/id1434243584?i=1000620933397 Enjoyed this interview by Lex Fridman with Israel's PM. Netanyahu is of course a politician who knows how to talk his book and make himself look good. Nevertheless I found it a good listen to balance out the overwhelmingly negative media coverage he gets. Link to comment Share on other sites More sharing options...
TulipCap Posted July 18, 2023 Share Posted July 18, 2023 (edited) Soundings: Yvon Chouinard - The Surfers Journal I enjoyed this one with Yvon Chouinard (founder of Patagonia). Edited July 18, 2023 by TulipCap Link to comment Share on other sites More sharing options...
Ballinvarosig Investors Posted July 18, 2023 Share Posted July 18, 2023 https://www.yetanothervalueblog.com/s/yet-another-value-podcast Andrew Walker's Yet Another Value podcast is the best investing podcast out there. Link to comment Share on other sites More sharing options...
Spekulatius Posted July 18, 2023 Share Posted July 18, 2023 I mentioned this one in an investing thread regarding the entertainment industry: https://puck.news/podcasts/the-town/ Link to comment Share on other sites More sharing options...
Spekulatius Posted August 2, 2023 Share Posted August 2, 2023 Odd lots is probably one of the best Podcast on economy / business out there. I found this episode on how the current Biden administration looks at antitrust very insightful. They are clearly taking a much broader approach than before and quite frankly US antitrust since the mid 80's didn't have much teeth. That has now changed and my guess is that even if the administration changes a tougher antitrust view willr emain in place. https://www.bloomberg.com/news/articles/2023-07-31/the-doj-s-jonathan-kanter-explains-the-bidenomics-approach-to-antitrust?srnd=oddlots#xj4y7vzkg Link to comment Share on other sites More sharing options...
ValueArb Posted August 2, 2023 Share Posted August 2, 2023 On 7/10/2023 at 5:54 PM, Spekulatius said: Informative and entertaining. Moderators changed the topic quickly a few times. I am not sure I buy anything he is saying. Every time I hear him I think he's very smart, but massively over-estimating his ability to know true things. Link to comment Share on other sites More sharing options...
ValueArb Posted August 2, 2023 Share Posted August 2, 2023 4 hours ago, Spekulatius said: Odd lots is probably one of the best Podcast on economy / business out there. I found this episode on how the current Biden administration looks at antitrust very insightful. They are clearly taking a much broader approach than before and quite frankly US antitrust since the mid 80's didn't have much teeth. That has now changed and my guess is that even if the administration changes a tougher antitrust view willr emain in place. https://www.bloomberg.com/news/articles/2023-07-31/the-doj-s-jonathan-kanter-explains-the-bidenomics-approach-to-antitrust?srnd=oddlots#xj4y7vzkg I love listening to Joe and Tracy too, its a good podcast, but my one criticism is they have a little bit of Brogan disease. They tend to let guests run without any pushback when they say what appear to be very speculative things. Link to comment Share on other sites More sharing options...
Liberty Posted August 2, 2023 Author Share Posted August 2, 2023 If you're old enough to have played Doom and Quake, this interview with John Romero is good: Doom Legend John Romero — The Path to Prolific Innovation and Making 130+ Games, How to Find the Soul of the Work, Audacious Ambition, and Building in Monk Mode (#681) - The Blog of Author Tim Ferriss This almost 4-hour interview with Richard Rhodes, author of the pulitzer-winning Making of the Atomic Bomb, is just AMAZING: #146: The Making of the Atomic Bomb — Richard Rhodes (josephnoelwalker.com) Pairs great with another long interview with the same author but that isn't too redundant: https://www.dwarkeshpatel.com/p/richard-rhodes Link to comment Share on other sites More sharing options...
Ulti Posted August 6, 2023 Share Posted August 6, 2023 https://rosebros.ca/blogs/podcast/cole-smead Excellent podcast on value investing \energy\ and a nice segment on paypal Link to comment Share on other sites More sharing options...
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