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Ian Cassel – Stock Picker

    How to develop the mindset, temperament, and strategy to outperform Wall Street

    We Study Billionaires | 13 September 2026 | 1h 15m | Listen Later | Podcasts | Spotify

    Interview with Ian Cassel about his book Stock Picker: How to Develop the Mindset, Temperament, and Strategy to Outperform Wall Street. Shares his journey to becoming a full-time private investor, emphasising that life and investing are not linear. Discusses why most microcaps should be sold within 36 months – even winners – due to inherent fragilities and concentration risks. Insights include leveraging anger as motivation, the liberating power of forgiveness, and maintaining a competitive yet honest approach to performance, benchmarking against the S&P 500. Touches on personal finance and fund management philosophies.

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    Renée M. Jones – Untamed Unicorns

      Why Startup Finance Is Broken and How to Fix It

      Capitalisn’t | 06 August 2026 | 0h 48m | Listen Later | Podcasts | Spotify

      Interview with Renée M. Jones about her book Untamed Unicorns: Why Startup Finance Is Broken and How to Fix It. Argues that the current dysfunction in startup finance stems primarily from the deregulation of private markets, not over-regulation of public markets. This deregulation allows companies like Theranos and FTX to grow privately for extended periods, operating without transparency and avoiding mandatory disclosure. Such secrecy enables founders to accumulate power, engage in anti-competitive or unethical practices, and extract value through wasteful spending and self-dealing, all while remaining unaccountable. These changes weaken corporate governance, encouraging fraud and inefficient capital allocation, ultimately transferring risk to ordinary investors as private market assets seek liquidity in 401(k) plans.

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      Jim Reid on Lessons from 200 Years of Markets

        The Meb Faber Show | 13 February 2026 | 1h 00m | Listen Later | Podcasts | Spotify
        Interview with Jim Reid about his Deutsche Bank report Long-Term Asset Return Study – The Ultimate Guide to Long-Term Investing. Discusses lessons from 200 years of market data across 56 countries. Explains why cash is one of the riskiest long-term assets; how inflation quietly destroys wealth; why valuation is the single most reliable predictor of long-term returns; how fiat money has reshaped bonds, gold, and equities since 1971; and reminds that history consistently rewards investors who buy cheap, diversify globally, and respect long-term market cycles.

        Andrew Ross Sorkin: What the Crash of 1929 Says About Today

          The Next Big Idea | 6 November 2025 | 1h 08m | Listen Later | Podcasts | Spotify
          Interview with Andrew Ross Sorkin about his book 1929: Inside the Greatest Crash in Wall Street History – and How It Shattered a Nation. Discusses the forces that led to the worst financial crisis in history and the lessons that disaster can teach us about today’s economy.

          Robert Hagstrom on Lessons from Buffett, Munger & Bill Miller

            We Study Billionaires | 17 August 2025 | 2h 13m | Listen Later | Podcasts | Spotify
            Interview with Robert Hagstrom sharing life-changing lessons he learned from Warren Buffett, Charlie Munger, and Bill Miller. Explains his disdain for modern portfolio theory and why a focused, low-turnover portfolio is a brilliant but difficult strategy. Draws from his books The Warren Buffett Way and Investing: The Last Liberal Art.

            Why Cliff Asness Believes Markets Are Getting Dumber

              Capitalisn’t | 12 June 2025 | 0h 51m | Listen Later | Podcasts | Spotify
              Interview with Cliff Asness about his paper The Less-Efficient Market Hypothesis. Argues that social media and low interest rates, among other factors, have distorted market information so that stocks have become disconnected from their true values. This distortion has directed funds toward undeserving assets and firms and staved off necessary market corrections.

              Robert Rosenkranz on The Stoic Capitalist

                Afford Anything | 16 May 2025 | 1h 24m | Listen Later | Podcasts | Spotify
                Interview with Robert Rosenkranz about his book The Stoic Capitalist: Advice for the Exceptionally Ambitious. Discusses his early life, the approaches behind his investment success, the stoic principles he lives by, his philanthropic interests and more. Articulates concretely the essentials of Stoic philosophy.

                Mike Maples, Jr on Pattern Breakers: Why Some Start-Ups Change the Future

                  Lenny’s Podcast | 7 July 2024 | 1h 49m | Listen Later | Podcasts | Spotify
                  Interview with Mike Maples, Jr about his book Pattern Breakers: Why Some Start-Ups Change the Future, co-authored with Peter Ziebelman. Outlines his inflections, insights, and founder-future fit framework for identifying startups that break through and change the world. Discusses lots of examples, the need to both think and act differently; how to avoid the “comparison trap” and “conformity trap”; the importance of movements, storytelling, and healthy disagreeableness in startup success; and how to apply pattern-breaking principles within large companies.