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.

An Economist Walks into a Brothel

Masters in Business | 19 July 2019 | 1h 13m | Listen Later | iTunes
Interview with Allison Schrager, economist, writer and co-founder of the risk advisory firm Lifecycle Finance Partners LLC. Discusses her book An Economist Walks into a Brothel: And Other Unexpected Places to Understand Risk. Insightful perspectives on risk.

Brian Livingston on Muscular Portfolios

The Meb Faber Show | 31 July 2019 | 1h 04m | Listen Later | iTunes
Interview with Brian Livingston about ideas in his book Muscular Portfolios: The Investing Revolution for Superior Returns with Lower Risk. Makes the case for investing with ultra-low-cost index funds, tilted for momentum, thereby reducing drawdowns, lifting returns and making it easier to stick with the approach.

Brandon Zick on the Business of Investing in Farmland

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.

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.

Caterina Fake — Lessons from Flickr, Kickstarter, Etsy, and Much More

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.

Elroy Dimson on Triumph of the Optimists

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.

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.