Jeremy Grantham – An Uncertain Crisis

Invest Like the Best | 9 June 2020 | 1h 07m | Listen Later | iTunes
Interview with Jeremy Grantham, co-founder and chief investment strategist of GMO. Discusses the evolution of contrarian value investment; bubbles; the value and importance of venture capital; increasing monopoly power and corporate influence on Government; how to think about the value of FANG stocks; and that opportunity often lies between fields of expertise.

Steven Jorgenson on Investing in the Space Industry

The Meb Faber Show | 25 May 2020 | 1h 01m | Listen Later | iTunes
Interview with Steven Jorgenson, Managing General Partner of Starbridge Venture Capital. Backgrounds the space industry – only 2% of which is the launch sector. Fascinating overview of space research and development, the potential applications, and likely timelines.

Dan McMurtrie: Pandemic Investing, Venture Capital, and Frontier Markets

Infinite Loops | 7 May 2020 | 1h 22m | Listen Later | iTunes
Interview with Dan McMurtrie, Founder & CEO of Tyro Partners, and Partner at Anchorless Bangladesh. Discusses navigating uncertain markets in a COVID-19 world before a fascinating deep dive on Anchorless’ work investing in Bangladeshi technology startups.

Bill Ackman: Getting Back Up

The Knowledge Project with Shane Parrish | 28 April 2020 | 1h 39m | Listen Later | iTunes
Interview with activist investor, Bill Ackman about lessons he’s learned growing up, raising a family, what drives him forward and back up from failure, consuming information and ideas, and facing criticism.

Brent Beshore – Micro Buyout Adventur.es

Capital Allocators | 10 December 2018 | 1h 08m | Listen Later | iTunes
Interview with Brent Beshore, founder and CEO of Adventur.es, an investment firm that buys small family-owned businesses. Shares lessons from his book The Messy Marketplace: Selling Your Business in a World of Imperfect Buyers. Wide-ranging discussion of small business investment and what owners need to know to engage well with investors when selling their business.

The Return of a Decision Making Jedi: My Discussion With Michael Mauboussin

The Knowledge Project with Shane Parrish | 24 January 2018 | 1h 16m | Listen Later | iTunes
Interview with Michael Mauboussin about investment decisionmaking. Ground covered includes decision making, with concrete guidance on when and when not to deviate from base rates; intuition and when to use it; tests to evaluate the stability of a company’s environment; books; and parenting.

William Bernstein: If You’ve Won the Game, Stop Playing

The Long View | 1 May 2019 | 0h 55m | Listen Later | iTunes
Interview with William Bernstein, a neurologist by training, who taught himself the principles of investing and asset allocation, parlaying that into a successful financial advisory practice and a series of respected books. Insights throughout on investment and preparing for retirement.

Chris Bloomstran – What Makes a Quality Company

Invest Like the Best | 6 August 2019 | 1h 17m | Listen Later | iTunes
Interview with Chris Bloomstran, president and chief investment officer of Semper Augustus Investments Group. Discusses what makes for a quality business. Includes a rich analysis unpacking the elements of Berkshire Hathaway’s performance and prospects.