William Bernstein, Efficient Frontier – We Are Creatures That Seek Compelling Narratives

The Meb Faber Show | 2 September 2021 | 0h 56m | Listen Later | iTunes | Spotify
Interview with William Bernstein about his book The Delusions Of Crowds: Why People Go Mad in Groups. Explains why we’re susceptible to manias and backgrounds situations that have seen extreme speculation. Discusses today’s market: Robinhood, meme stocks, lofty valuations, and crypto. Debunks prevailing narratives around star fund managers and the notion that the Fed will save the market.

Mohnish Pabrai – The Value of Continuous Learning

Value Investing with Legends | 15 January 2021 | 1h 11m | Listen Later | iTunes | Spotify
Interview with Mohnish Pabrai about his book The Dhandho Investor. Backgrounds learning by cloning – in this case cloning Warren Buffett’s approach to investment. Discusses how his early years alongside his entrepreneurial father shaped him as an investor, why he switched to a career in investing, how he was introduced to the world of value investing through the works of Peter Lynch, his growth as an investor since starting Pabrai Investments as a hobby investor, how you can use cloning to your advantage, and more.

Stephen Foerster – In Pursuit of the Perfect Portfolio

Princeton UP Ideas Podcast | 2 August 2021 | 1h 01m | Listen Later | iTunes | Spotify
Interview with Stephen Foerster about his book In Pursuit of the Perfect Portfolio, co-authored with Andrew Lo. Discusses the contributions of Jack Bogle, Charley Ellis, Gene Fama, Marty Leibowitz, Harry Markowitz, Bob Merton, Myron Scholes, Bill Sharpe, Bob Shiller, and Jeremy Siegel to investment topics such as effective diversification, passive versus active investment, security selection and market timing, foreign versus domestic investments, derivative securities, nontraditional assets, irrational investing, and more.

William Green on Richer, Wiser, Happier

Trend Following with Michael Covel | 26 April 2021 | 1h 03m | Listen Later | iTunes
Interview with William Green about his book Richer, Wiser, Happier: How the World’s Greatest Investors Win in Markets and Life. Discusses the interviews he’s conducted over twenty-five years with many of the world’s greatest investors. Argues that the best investors can teach us not only how to become rich, but how to improve the way we think, reach decisions, assess risk, avoid costly errors, build resilience, and turn uncertainty to our advantage.

Into Africa featuring Sean Pawley

Conservative Curious | 12 December 2020 | 0h 34m | Listen Later | iTunes
Interview with Sean Pawley, a young American who founded Seshat Bank, a bank in Rwanda. Discusses Rwanda’s long-term vision of being the “Singapore of Africa,” China’s influence on the African continent, and why he thinks there are big opportunities for investors in Africa.

Richard Koch on the 80/20 Principle & Achieving Unreasonable Success

The Tim Ferriss Show | 22 September 2020 | 2h 46m | Listen Later | iTunes
Interview with Richard Koch discussing his books The 80/20 Principle and Unreasonable Success and How to Achieve It. Covers the widespread applicability of leveraging 20% of effort for 80% of the result and the nine strategies and attitudes Koch identified as critical to success. Also discusses the frameworks from BCG and Bain behind his remarkable investment performance.

Morgan Housel: The Psychology of Money

The Reader’s Journey | 1 September 2020 | 0h 48m | Listen Later | iTunes
Interview with Morgan Housel about his book The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness. Insightful perspectives on volatility being the fee you pay the stock market for great returns, luck and risk, the primacy of savings rate over investment returns, and more.

Michael Mauboussin – Great Migration Public to Private Equity

Invest Like the Best | 1 September 2020 | 0h 59m | Listen Later | iTunes
Interview with Michael Mauboussin about his paper on the migration of investment from public to private markets in the USA. Explore the reasons for this shift, the biggest overall changes in capital markets, what the future may hold, the rise of intangible asset investments, employee-based compensation as a form of financing, and more.