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.

Crowdsourcing Predictive Algorithms

Invest Like the Best | 4 September 2018 | 0h 48m | Listen Later  | iTunes
Conversation with Richard Craib, the founder and CEO of the hedge fund Numerai. Discusses how Numerai has used anonymised data and cryptocurrency rewards to crowdsource the development of investment models.

Josh Wolfe and Directional Arrows of Progress

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.

Ted Seides – The Bet with Buffett – Hedge Funds vs. The S&P 500

Invest Like the Best | 2 May 2017 | 1h 09m | Listen Later  | iTunes
In the course of backgrounding and discussing his famous bet with Warren Buffett, Seides provides a masterclass in evaluating prospective investment performance.