Tag: Investment

Aswath Damodaran – Making Sense of the Market

Invest Like the Best | 31 May 2022 | 1h 55m | Listen Later | Podcasts | Spotify
Interview with Aswath Damodaran discussing investment and finance. inflation, narratives, disruption, the evolution of alpha and edge. Includes a delicious takedown of ESG (investing only in companies who pass muster on environmental, social and governance measures).

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Edward O. Thorp, A Man For All Markets

The Tim Ferriss Show | 25 May 2022 | 1h 35m | Listen Later | Podcasts | Spotify
Interview with Ed Thorpe discussing his life and work. Covers his development of methods to win at BlackJack; Claude Shannon and developing a wearable computer to win at roulette; the exercise habits that have kept him well; how he determined that Bernie Madoff was a fraud years before he was prosecuted; how he thinks about investment, mental models; and more. Draws from his book A Man for All Markets.

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Morgan Housel – The Psychology of Money, Picking the Right Game, and the $6 Million Janitor

The Tim Ferriss Show | 2 March 2022 | 3h 07m | Listen Later | Podcasts | Spotify
Interview with Morgan Housel about his book The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness. Wisdom throughout on life in general as well as money. Covers compounding and Warren Buffett’s longevity compared to Jim Simons’ returns, writing, raising children, frugality, reading recommendations, the folly of status symbols, tolerance for petty annoyance as a life skill, and more.

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Spencer Jakab, “The Revolution That Wasn’t: GameStop, Reddit, and the Fleecing of Small Investors”

New Books in Economics | 25 January 2022 | 1h 01m | Listen Later | iTunes | Spotify
Interview with Spencer Jakab about his book The Revolution That Wasn’t: GameStop, Reddit, and the Fleecing of Small Investors. Describes the factors that drove the GameStop short squeeze of early 2021. Explains that what appeared to be a watershed moment – a revolution that stripped the ultra-powerful hedge funds of their market influence, placing power back in the hands of everyday investors – only tilted the odds further in the house’s favour.

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Jeff Hooke on Private Equity Performance

The Meb Faber Show | 20 October 2021 | 0h 54m | Listen Later | iTunes | Spotify
Interview with Jeff Hooke about his book The Myth of Private Equity: An Inside Look at Wall Street’s Transformative Investments. Discusses the evidence that private equity has underperformed; its lack of transparency around fees and returns; and the recent approval to allow 401(k) plans to include private equity investments.

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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.

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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.

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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.

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