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.
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.
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.
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.
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.
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.
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.
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.