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 May 3 Share Posted May 3 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...
Saluki Posted May 4 Share Posted May 4 https://pca.st/k2r011uq New interview with Todd Combs posted yesterday. I haven't listened to it yet but I figured I would mention it so people can listen to it during the break in the Berkshire meeting today. Link to comment Share on other sites More sharing options...
Eng12345 Posted May 15 Share Posted May 15 Worth a listen if you got an extra hour but definitely not the best episode ever. What was notable was that as I listened the whole housing shortage thing that greg and others have been screaming from the rooftops finally hit me in the face... After listening I think I'm going to look for some multifamily REITs to look into - I've always stayed away from REITs so I'd be open to some suggestions. Link to comment Share on other sites More sharing options...
Xerxes Posted May 15 Share Posted May 15 13 hours ago, Eng12345 said: Worth a listen if you got an extra hour but definitely not the best episode ever. What was notable was that as I listened the whole housing shortage thing that greg and others have been screaming from the rooftops finally hit me in the face... After listening I think I'm going to look for some multifamily REITs to look into - I've always stayed away from REITs so I'd be open to some suggestions. nothing posted as podcast recommendation Link to comment Share on other sites More sharing options...
Eng12345 Posted May 15 Share Posted May 15 4 minutes ago, Xerxes said: nothing posted as podcast recommendation Apparently, the forum does not like the spotify embed... https://open.spotify.com/episode/0C6AdCLd8vSNvF3ppmEhv2?si=d1648543d714467a Link to comment Share on other sites More sharing options...
Ulti Posted May 18 Share Posted May 18 https://podcasts.apple.com/us/podcast/arc-energy-ideas/id1438664577?i=1000655594017 excellent interview with the ceo who helped complete the Transmountain Expansion project … Dawn Farrell Link to comment Share on other sites More sharing options...
Ulti Posted June 2 Share Posted June 2 https://podcasts.apple.com/us/podcast/chips-act-securing-semiconductor-supply/id1559120677?i=1000657384359 excellent podcast with the CIO of the CHIPS act office ToddFisher….30 years finance and KKR vet Link to comment Share on other sites More sharing options...
Saluki Posted June 4 Share Posted June 4 I came across this video podcast which has some great interviews with people like Morgan Housel, Tom Gayner, Chris Davis and Reid Hoffman. This one isn't finance related, but I always find that Seth Godin has thoughtful takes on business and life. Link to comment Share on other sites More sharing options...
Spekulatius Posted June 22 Share Posted June 22 If you follow media , The Town is a great podcast and I particular like the episode with Scott Galloway https://podcasts.apple.com/us/podcast/the-town-with-matthew-belloni/id1612131897?i=1000659609901 He rips the writers union for striking and the studios for fighting with each other instead of banding together and going where the money is (tech and AI). I think he got this one right. 1 Link to comment Share on other sites More sharing options...
nwoodman Posted June 23 Share Posted June 23 (edited) I really enjoyed William Green's interview with Bob Robotti. Transcription attached. No doubt some confirmation bias on my behalf because what he is arguing is very much where Fairfax and Berkshire are investing today. https://podcasts.apple.com/au/podcast/we-study-billionaires-the-investors-podcast-network/id928933489?i=1000659920472 1. Robotti believes we're entering a new "golden age" for value investing and active management. He argues: "The next decade is going to belong to stockholders... the indexes will not outperform selecting stocks and the ability to identify, do research, select companies that are well positioned and have valuations that are attractive." 2. He sees major structural changes happening, including: - The "evolution of globalization" as manufacturing shifts from China to Southeast Asia and India - North America becoming structurally advantaged in energy-intensive industries - A global energy crisis driving demand for both fossil fuels and renewables 3. On energy, Robotti states: "We're in a very tight supply demand balance in oil today, which I don't think is recognized at all in pricing and yet is an important backdrop." He emphasizes North America's advantage: "North America, because it has an abundance of natural gas that you can't export, has an energy cost that's disconnected from the rest of the world. And that is a persistent long-term advantage." 4. Robotti is particularly enthusiastic about opportunities in unfashionable "old economy" industries. He describes this as: "the metamorphosis of the old economy. Poor industries that have done poorly for a long time are capital deprived, have consolidated, have restructured and maybe the underlying economic environment is different where they've gone from being disadvantaged to potentially very advantaged today." 5. He provides specific examples of old economy sectors with potential, such as chemicals, building products, lumber, and energy services. Robotti highlights companies like LSB Industries in ammonia production, noting how they benefit from low US energy costs and potential new markets in energy transition. 6. On these old economy stocks, Robotti emphasizes: "These are fundamentally, structurally different businesses than they've ever been... And yet valuations are extremely modest because, oh, I know that business, it's a cyclical crappy business. It changed. It isn't what it used to be. It's a butterfly today. It's not a caterpillar." 7. He draws parallels to Warren Buffett's investment in railroads, noting how industries once considered terrible can transform into attractive investments due to changing economic conditions. 8. On indexing, Robotti predicts: "It's the restoration of the fallen stock pickers, active managers. In the next decade, I think have a bright future. And I think I'll be shocked that they don't outperform industries." 9. Robotti credits much of his success to emotional fortitude: "The successes we've had have been the ability to, the behavioural advantage, of being able to tolerate a loss." Podcast: We Study Billionaires - Richer, Wiser, Happier.pdf Edited June 23 by nwoodman Link to comment Share on other sites More sharing options...
Luke Posted June 23 Share Posted June 23 26 minutes ago, nwoodman said: I really enjoyed William Green's interview with Bob Robotti. Transcription attached. No doubt some confirmation bias on my behalf because what he is arguing is very much where Fairfax and Berkshire are investing today. https://podcasts.apple.com/au/podcast/we-study-billionaires-the-investors-podcast-network/id928933489?i=1000659920472 1. Robotti believes we're entering a new "golden age" for value investing and active management. He argues: "The next decade is going to belong to stockholders... the indexes will not outperform selecting stocks and the ability to identify, do research, select companies that are well positioned and have valuations that are attractive." 2. He sees major structural changes happening, including: - The "evolution of globalization" as manufacturing shifts from China to Southeast Asia and India - North America becoming structurally advantaged in energy-intensive industries - A global energy crisis driving demand for both fossil fuels and renewables 3. On energy, Robotti states: "We're in a very tight supply demand balance in oil today, which I don't think is recognized at all in pricing and yet is an important backdrop." He emphasizes North America's advantage: "North America, because it has an abundance of natural gas that you can't export, has an energy cost that's disconnected from the rest of the world. And that is a persistent long-term advantage." 4. Robotti is particularly enthusiastic about opportunities in unfashionable "old economy" industries. He describes this as: "the metamorphosis of the old economy. Poor industries that have done poorly for a long time are capital deprived, have consolidated, have restructured and maybe the underlying economic environment is different where they've gone from being disadvantaged to potentially very advantaged today." 5. He provides specific examples of old economy sectors with potential, such as chemicals, building products, lumber, and energy services. Robotti highlights companies like LSB Industries in ammonia production, noting how they benefit from low US energy costs and potential new markets in energy transition. 6. On these old economy stocks, Robotti emphasizes: "These are fundamentally, structurally different businesses than they've ever been... And yet valuations are extremely modest because, oh, I know that business, it's a cyclical crappy business. It changed. It isn't what it used to be. It's a butterfly today. It's not a caterpillar." 7. He draws parallels to Warren Buffett's investment in railroads, noting how industries once considered terrible can transform into attractive investments due to changing economic conditions. 8. On indexing, Robotti predicts: "It's the restoration of the fallen stock pickers, active managers. In the next decade, I think have a bright future. And I think I'll be shocked that they don't outperform industries." 9. Robotti credits much of his success to emotional fortitude: "The successes we've had have been the ability to, the behavioural advantage, of being able to tolerate a loss." Podcast: We Study Billionaires - Richer, Wiser, Happier.pdf 265.49 kB · 1 download Thanks a lot for sharing! Link to comment Share on other sites More sharing options...
Ulti Posted June 23 Share Posted June 23 https://podcasts.apple.com/us/podcast/grants-current-yield-podcast/id1207583745?i=1000658817572 Bob’s making the rounds Link to comment Share on other sites More sharing options...
crs223 Posted June 23 Share Posted June 23 On 6/22/2024 at 7:49 AM, Spekulatius said: If you follow media , The Town is a great podcast and I particular like the episode with Scott Galloway https://podcasts.apple.com/us/podcast/the-town-with-matthew-belloni/id1612131897?i=1000659609901 He rips the writers union for striking and the studios for fighting with each other instead of banding together and going where the money is (tech and AI). I think he got this one right. i’ve never heard of this podcast before. But I’d love the episode. I also listened to the PARA episode. What I loved about both episodes was that the host and the guest were not in agreement about many things… more balanced that most other discussions, I thought. Link to comment Share on other sites More sharing options...
Saluki Posted July 2 Share Posted July 2 I stumbled on this podcast interview of Mitch Rales from Danaher. https://podcasts.apple.com/us/podcast/mitch-rales-the-art-of-compounding/id1154105909?i=1000654291328 The Rales brothers don't give interviews and this is the only podcast interview that Mitch has ever done. Link to comment Share on other sites More sharing options...
Saluki Posted July 3 Share Posted July 3 Odd Lots: How a Professional Sports Bettor Really Makes Money on Apple Podcasts I don't know anything about sports betting, and I didn't think serious people can do it profitably, but this podcast on how it works and how to use your edges was very informative. Link to comment Share on other sites More sharing options...
CorpRaider Posted July 3 Share Posted July 3 Most recent Odd Lots has a good interview with Brad Jacobs. I swear to god I blew investing in his stuff like three times now. It's like passing on Buffett in 1995. Link to comment Share on other sites More sharing options...
gfp Posted July 3 Share Posted July 3 15 minutes ago, CorpRaider said: Most recent Odd Lots has a good interview with Brad Jacobs. I swear to god I blew investing in his stuff like three times now. It's like passing on Buffett in 1995. Now's your chance! A few lucky folks managed to get in at $270 per share ($222 Billion market cap before they do their first roll-up). https://bigcharts.marketwatch.com/quickchart/quickchart.asp?symb=QXO&insttype=Stock https://www.bloomberg.com/opinion/articles/2024-06-17/qxo-doesn-t-have-enough-stock Link to comment Share on other sites More sharing options...
CorpRaider Posted July 4 Share Posted July 4 21 hours ago, gfp said: Now's your chance! A few lucky folks managed to get in at $270 per share ($222 Billion market cap before they do their first roll-up). https://bigcharts.marketwatch.com/quickchart/quickchart.asp?symb=QXO&insttype=Stock https://www.bloomberg.com/opinion/articles/2024-06-17/qxo-doesn-t-have-enough-stock I missed it. Bid $9. Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now