Castanza Posted August 12, 2023 Share Posted August 12, 2023 Le Shrub Twitter account interview. https://podcasts.apple.com/us/podcast/hidden-forces/id1205359334?i=1000623286587 Link to comment Share on other sites More sharing options...
Pelagic Posted August 30, 2023 Share Posted August 30, 2023 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. Link to comment Share on other sites More sharing options...
Spekulatius Posted August 31, 2023 Share Posted August 31, 2023 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. Link to comment Share on other sites More sharing options...
Whensthepaintdry? Posted September 1, 2023 Share Posted September 1, 2023 (edited) 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? Link to comment Share on other sites More sharing options...
dwy000 Posted September 1, 2023 Share Posted September 1, 2023 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. Link to comment Share on other sites More sharing options...
Whensthepaintdry? Posted September 1, 2023 Share Posted September 1, 2023 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. Link to comment Share on other sites More sharing options...
Saluki Posted September 8, 2023 Share Posted September 8, 2023 New Ackman interview. Didn't realize that he invested in Elon's Twitter fiasco. Link to comment Share on other sites More sharing options...
Xerxes Posted September 14, 2023 Share Posted September 14, 2023 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 Link to comment Share on other sites More sharing options...
longlake95 Posted September 14, 2023 Share Posted September 14, 2023 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! Link to comment Share on other sites More sharing options...
Stuart D Posted September 21, 2023 Share Posted September 21, 2023 (edited) 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 Link to comment Share on other sites More sharing options...
Spooky Posted September 21, 2023 Share Posted September 21, 2023 Odd Lots has been on fire lately. Link to comment Share on other sites More sharing options...
Spekulatius Posted October 9, 2023 Share Posted October 9, 2023 (edited) Bill Chen on Real Estate: Edited October 9, 2023 by Spekulatius Link to comment Share on other sites More sharing options...
Stuart D Posted October 11, 2023 Share Posted October 11, 2023 (edited) 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 Link to comment Share on other sites More sharing options...
Saluki Posted December 19, 2023 Share Posted December 19, 2023 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. Link to comment Share on other sites More sharing options...
Xerxes Posted December 19, 2023 Share Posted December 19, 2023 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. Link to comment Share on other sites More sharing options...
Longnose Posted December 19, 2023 Share Posted December 19, 2023 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... Link to comment Share on other sites More sharing options...
Xerxes Posted December 19, 2023 Share Posted December 19, 2023 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. Link to comment Share on other sites More sharing options...
Dinar Posted December 19, 2023 Share Posted December 19, 2023 @Xerxes, thank you, very interesting Link to comment Share on other sites More sharing options...
competitive-advantage Posted December 20, 2023 Share Posted December 20, 2023 (edited) 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 Link to comment Share on other sites More sharing options...
backtothebeach Posted March 1 Share Posted March 1 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? Link to comment Share on other sites More sharing options...
nafregnum Posted March 1 Share Posted March 1 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. Link to comment Share on other sites More sharing options...
rkbabang Posted March 1 Share Posted March 1 (edited) 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 Link to comment Share on other sites More sharing options...
james22 Posted March 1 Share Posted March 1 No one watches TCAF? https://www.youtube.com/@TheCompoundNews/videos Link to comment Share on other sites More sharing options...
backtothebeach Posted March 1 Share Posted March 1 (edited) 1 hour ago, nafregnum said: Overcast. ... 56 minutes ago, rkbabang said: ...Pocket Casts... Thanks guys, will check them out! Edited March 1 by backtothebeach Link to comment Share on other sites More sharing options...
nafregnum Posted March 1 Share Posted March 1 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. Link to comment Share on other sites More sharing options...
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