Chuck Akre – The Three-Legged Stool

Invest Like the Best | 18 June 2019 | 0h 47m | Listen Later | iTunes
Interview with investor Chuck Akre anchored on his “three-legged stool” approach to evaluating companies: high returns on owners’ capital; quality and integrity of the people who run the business; and the record of and opportunity for reinvestment. Richly illustrated with memorable examples.

David Epstein – Wide or Deep?

Invest Like the Best | 28 May 2019 | 1h 23m | Listen Later | iTunes
Interview with David Epstein about ideas in The Sports Gene and Range: Why Generalists Triumph in a Specialized World. Discusses the pros and cons of the generalist and specialist mindsets in the context of driving high performance.

Josh Wolfe – The Tech Imperative

Invest Like the Best | 23 April 2019 | 1h 03m | Listen Later | iTunes
Interview with Josh Wolfe about investing in the frontiers of technology. Covers business model innovation, roles of a CEO, the military, the death of privacy, and arrows of human progress.

Annie Duke – Wanna Bet?

Invest Like the Best | 19 Mach 2019 | 1h 10m | Listen Later | iTunes
Another great interview with Annie Duke, author of Thinking in Bets. Fresh insights, especially on crafting your identity to build a better decisionmaking process.

Peter Zeihan – The Future of Geopolitics

Invest Like the Best | 5 March 2019 | 1h 09m | Listen Later | iTunes
Interview with geopolitical strategist Peter Zeihan about the ideas in his books The Accidental Superpower and The Absent Superpower. Argues that global trade will break down as the US withdraws from its role as global policeman.

Michael Mayer – Pseudonymous Social Capital and Bottomless Coffee

Invest Like the Best | 12 March 2019 | 1h 07m | Listen Later | iTunes
Interview with Michael Mayer of Bottomless, a startup that uses scales to ship coffee as you need it. Insights on education, learning, social media, personal productivity, technology, business and strategy. Interesting throughout.

Michael Mauboussin – Man + Machine, Moats

Invest Like the Best | 16 March 2017 | 1h 29m | Listen Later  | iTunes
Discussion with Michael Mauboussin on business moats, industry analysis and how to combine man and machine when building an investment strategy and portfolio.

Jim O’Shaughnessy – Premeditated Success

Invest Like the Best | 21 March 2017 | 1h 05m | Listen Later  | iTunes
The host interviews his father, an earlier pioneer at quantitatively evaluating factor investment techniques. It’s strong on that: but O’Shaughnessy inspires with his example of how to lead a good life and be a good parent.