The Meb Faber Show | 19 June 2019 | 1h 28m | Listen Later | iTunes
Interview with Brandon Zick of Ceres Partners about investing in farmland. Nicely frames the build-up of returns from farmland. Intriguing insights on the influence of technology on farming.
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.
The Tim Ferriss Show | 14 February 2019 | 1h 48m | Listen Later | iTunes
Interview with Caterina Fake, co-founder of Flicker and Yes VC. Tells the Flicker story, but also covers other startups and the value of bringing a humanities background to investing. Fascinating perspectives on time management and personal productivity. Deliciously sprinkled throughout with apposite poems, quoted from memory.
The Meb Faber Show | 4 April 2018 | 0h 53m | Listen Later | iTunes
Interview with Elroy Dimson describing his research that led to the book Triumph of the Optimists: 101 Years of Global Investment Returns, which assembled very long-term stocks and bonds indices for world markets. Discusses the lack of correlation between economic growth and stock market performance. Includes a lesson in finance: real yields today, the Gordon Model, the multiple people are willing to pay today (which is higher), and the takeaway that high valuations are a reflection of today’s low real interest rates.
Capital Allocators | 20 August 2018 | 1h 09m | Listen Later | iTunes
Interview with Josh Wolfe, co-founder of Lux Capital, a $1.5 billion venture capital firm formed to support scientists and entrepreneurs pursuing counter-conventional solutions. Littered with frameworks for improved decisionmaking and insights on the future of technology and investment.