Best Valueinvesting Podcasts (2024)

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TIP626: Intelligent & Rational Long-Term Investing w/ François Rochon 1:10:51

16h ago1:10:51

1:10:51

On today’s episode, Clay is joined by François Rochon to discuss how he’s managed to vastly outperform the market over the past 30 years. Since he started the Rochon Global Portfolio in 1993, his annual returns net of fees have been 13.6%, versus 9.2% for the benchmark. François’s investment approach is firmly rooted in three principles — patience,…

1
Hedging The Portfolio With Weapons Of Mass Destruction – Ep 219

23h ago

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https://traffic.libsyn.com/secure/intellectualinvestor/Ep_219_-_Hedging_the_Portfolio_with_Weapons_of_Mass_Destruction.mp3 Read my full article about AI here: https://investor.fm/my-thoughts-on-ai/ 📩 Join 86,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/ 📚 Get my books: Soul in the Game – https://amzn.to/47uaIF8 The Little…

1
BTC179: The Business of Football and Bitcoin w/ Peter McCormack (Bitcoin Podcast) 1:07:36

3d ago1:07:36

1:07:36

Join us as Peter McCormack shares insights on blending Bitcoin with football business. We delve into his club's dual promotions, strategic investor impacts from the Winklevoss twins, and the broader influence on Bedford, including a new Universal Studios park. Learn how Bitcoin plays a role in these developments and discover actionable strategies f…

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Skin in the Game vs Soul in the Game – Conversations with Vitaliy – Ep 36

3d ago

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https://traffic.libsyn.com/secure/intellectualinvestor/Ep_36_-_Skin_in_The_Game_vs_Soul_in_The_Game.mp3 If you want to learn more about Soul in the Game, you can a copy of my book here: https://amzn.to/43CF73v 📩 Join 86,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/ 📚 Get my books: Soul in the Game – https://amzn.to/43CF73…

1
The Federal Reserve Pivots on Interest Rates 39:50

5d ago39:50

39:50

Thanks to Seeking Alpha for sponsoring this episode! Get $50 OFF when you sign up for a limited time: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://seekingalpha.me/younginvestors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠In this week's episode, we discuss Jerome Powell's recent panel appearance, as well as Tesla laying off 10% of its workforce, and Hamish brings us a fraud story of the week. Now avai…

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TIP625: Berkshire Hathaway w/ Chris Bloomstran 1:16:56

6d ago1:16:56

1:16:56

Stig has invited legend investor Chris Bloomstran from Semper Augustus to teach us how to value Berkshire Hathaway on today's show. Semper Augustus has an outstanding track record with a compounded annual growth rate of 11.5% on equities since his fund's inception on 2/28/1999, compared to 7.6% for the S&P500. IN THIS EPISODE YOU’LL LEARN: 00:00 - …

1
TIP624: Studying Financial History w/ Clay Finck 53:56

8d ago53:56

53:56

On today’s episode, Clay discusses various financial crises from the past as discussed in the book This Time is Different by Carmen Reinhart and Kenneth Rogoff. As the saying goes, from a historical perspective, there is nothing new except what is forgotten. Today’s episode will help shed light on where our world might be heading in light of studyi…

1
Cable Stocks Keep Getting Punched In The Mouth – Ep 218

8d ago

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https://traffic.libsyn.com/secure/intellectualinvestor/Ep_218_-_Cable_Stocks_v1_2024-04-16.mp3 Despite weakness in cable stock prices, our thesis on Charter Communications (CHTR) and Comcast (CMCSA) has not really changed. We made a small, superficial change in the portfolio. Read my full article about AI here: https://investor.fm/my-thoughts-on-ai…

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BTC178: Auditing Elections with Bitcoin w/ Carlos Toriello (Bitcoin Podcast) 54:47

9d ago54:47

54:47

In our latest episode, we dive deep with Carlos Toriello into how Bitcoin’s OP_Return is pioneering election audits. We discuss transforming election skepticism into Bitcoin advocacy, highlighting Digital Witness's groundbreaking audit of Guatemala’s 2023 elections. Learn about Simple Proof, the OpenTimeStamps Protocol, and how these tools offer ta…

1
How will AI Change Investing? – Conversations with Vitaliy – Ep 35

11d ago

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https://traffic.libsyn.com/secure/intellectualinvestor/Ep_35_-_How_will_AI_change_investing_.mp3 AI is changing the way we live our life, and investing is no different. Here is how AI will change investing in my eyes. Read my full article about AI here: https://investor.fm/my-thoughts-on-ai/ 📩 Join 86,000+ readers on my weekly email newsletter: htt…

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TIP623: The Art Of Decision Making w/ Annie Duke 1:10:25

13d ago1:10:25

1:10:25

Kyle Grieve chats with Annie Duke about her own story of quitting and how it helped sparked the idea for one of her books, the importance of base rates in helping us make better decisions, how to improve our investing processes when we have long feedback loops, the importance of using kill criteria to quit an investment or hypothesis, how to use a …

1
Explorer #20: Early Humans, First Civilizations, and Fall of Civilizations with Dr. Brian Fagan 54:52

13d ago54:52

54:52

Brian Fagan is an Archeologist, Author, and Professor Emeritus of Anthropology at UC Santa Barbara. He has written a number of books on archeology, humans, and, most recently, climate change. We discussed Early Humans, the history of hunting, the most influential civilizations, and the effects of localized climate change, which by the way, has noth…

1
Jamie Dimon Shares His Economic Predictions 41:09

13d ago41:09

41:09

Thanks to Seeking Alpha for sponsoring this episode! Get $50 OFF when you sign up for a limited time: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://seekingalpha.me/younginvestors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠In this week's episode, we discuss Warren Buffett's latest investment, as well as Sam Bankman-Fried's sentencing, Tesla's low delivery numbers and Disney's battle against Nelson Peltz.…

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No Shortcuts To Greatness: The Path To Successful Investing – Ep 217

14d ago

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https://traffic.libsyn.com/secure/intellectualinvestor/No_Shortcuts_to_Greatness_-_The_Path_to_Successful_Investing_v2_2024-04-11.mp3 One of my principles in life is to have a net positive impact on the people I touch. If every single stock I discussed only went straight up, I wouldn’t have to worry about it. But this is not how life works. 📩 Join …

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TIP622: Finding Certainty in an Uncertain World w/ Joseph Shaposhnik 1:11:51

15d ago1:11:51

1:11:51

On today’s episode, Clay sits down with Joseph Shaposhnik to discuss his high quality investing approach. Since its inception in 2015, the TCW New America Premier Equities fund has compounded at 15.8% per year versus the benchmark of 12.0%. Joseph is the Portfolio Manager of TCW New America Premier Equities, Global Premier Sustainable Equities, and…

1
BTC177: The Future of Bitcoin Borrowing and Lending w/ Max Kei (Bitcoin Podcast) 59:21

17d ago59:21

59:21

In this episode, Max Kei from Hodl Hodl and Debifi, explores the future of Bitcoin lending and borrowing. From industry insights to Debifi's innovative approach, discover the benefits of Bitcoin collateral, multisig security, and fiat loan expansion. Gain valuable perspectives on navigating risks and seizing opportunities in decentralized finance. …

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Construct the Optimal Portfolio – Conversations with Vitaliy – Ep 34

18d ago

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https://traffic.libsyn.com/secure/intellectualinvestor/Ep_34_-_Construct_the_Optimal_Portfolio.mp3 A reader of mine recently asked me how I would construct the optimal portfolio. Here is how I would do it. 📩 Join 86,000+ readers on my weekly email newsletter: https://investor.fm/sign-up/ 📚 Get my books: Soul in the Game – https://amzn.to/47uaIF8 Th…

1
TIP621: Warren Buffett’s Wisdom: The Power Of Corporate Governance with Lawrence Cunningham 1:05:18

20d ago1:05:18

1:05:18

Kyle Grieve chats with Lawrence Cunningham about Lawrence’s fascination with Warren Buffett and Berkshire Hathaway, why corporate governance is so crucial for shareholders to understand, the power of transparency, accountability, and ethical decision-making, how Warren Buffett created his shareholder letters to create a competitive advantage, a lis…

1
Warren Buffett's Sneaky New Arbitrage Bet Revealed 50:14

21d ago50:14

50:14

Thanks to Seeking Alpha for sponsoring this episode! Get $50 OFF when you sign up for a limited time: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://seekingalpha.me/younginvestors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠In this week's episode, we discuss Warren Buffett's latest investment, as well as Sam Bankman-Fried's sentencing, Tesla's low delivery numbers and Disney's battle against Nelson Peltz. N…

1
TIP620: The Intelligent Investor by Benjamin Graham 59:56

22d ago59:56

59:56

On today’s episode, Clay shares his lessons from reading The Intelligent Investor by Benjamin Graham. Benjamin Graham was a renowned value investor, lecturer, financial securities researcher, and mentor to billionaire investor Warren Buffett. Graham is widely regarded as the father of value investing. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:…

1
Investing In A New Era Of Global Tensions – Ep 216

23d ago

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https://traffic.libsyn.com/secure/intellectualinvestor/Ep_216_-_Investing_in_a_New_Era_of_Global_Tensions_v1_2024-03-27.mp3 You don’t have to worry about the market and its crazy valuations. That’s your neighbor’s problem, not yours. In building your portfolio, we are aiming for resilience. 📩 Join 86,000+ readers on my weekly email newsletter: http…

1
Reddit IPO Insanity + Trump's Truth Social Debuts 44:07

24d ago44:07

44:07

Thanks to Seeking Alpha for sponsoring this episode! Get $50 OFF when you sign up for a limited time: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://seekingalpha.me/younginvestors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠In this week's episode, we discuss the recent Reddit IPO, Trump's SPAC listing, and more! Now available on YouTube, Apple Podcast, Spotify & most other platforms!Spotify: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠htt…

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BTC176: Bitcoin and Traditional Finance in 2024 w/ Jim Crider (Bitcoin Podcast) 1:09:34

24d ago1:09:34

1:09:34

Jim Crider explores Bitcoin's impact on culture, future financial strategies, and the essence of money, highlighting its role in investment vs. speculative cycles, and ETF strategies. He also addresses financial planning with Bitcoin for different life stages, emphasizing the importance of understanding money beyond its face value. IN THIS EPISODE …

1
4 Mental Models To Change Your Thinking – Conversations with Vitaliy – Ep 33

24d ago

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https://traffic.libsyn.com/secure/intellectualinvestor/4_Mental_Models_To_Change_Your_Thinking.mp3 Here are 4 Mental Models That Will Change Your Life: 𝗜𝗻𝘃𝗲𝗿𝘀𝗶𝗼𝗻 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 (𝗜𝗻𝘀𝗽𝗶𝗿𝗲𝗱 𝗯𝘆 𝗖𝗵𝗮𝗿𝗹𝗶𝗲 𝗠𝘂𝗻𝗴𝗲𝗿) 𝗗𝗶𝗰𝗵𝗼𝘁𝗼𝗺𝘆 𝗼𝗳 𝗖𝗼𝗻𝘁𝗿𝗼𝗹 𝗗𝗮𝘃𝗶𝗱 𝘃𝘀. 𝗚𝗼𝗹𝗶𝗮𝘁𝗵 𝗙𝗶𝗿𝘀𝘁 𝗣𝗿𝗶𝗻𝗰𝗶𝗽𝗹𝗲𝘀 𝗧𝗵𝗶𝗻𝗸𝗶𝗻𝗴 (𝗟𝗲𝗮𝗿𝗻𝗲𝗱 𝗳𝗿𝗼𝗺 𝗘𝗹𝗼𝗻 𝗠𝘂𝘀𝗸) 📩 Join 86,000+ readers on my weekly email newsletter: https:…

1
TIP619: The Cable Cowboy: John Malone w/ Kyle Grieve 1:01:55

27d ago1:01:55

1:01:55

In today’s episode, Kyle Grieve discusses the book Cable Cowboy: John Malone and the Rise of the Modern Cable Business. He covers why and how John Malone was such a prodigious creator of value, how he aligned himself with shareholders, how he helped build his monopoly-like business, TCI, how he dealt with competitors and regulators, why he trained …

1
TIP618: Stig's Portfolio Performance since 2014 w/ Stig Brodersen & Clay Finck 1:26:37

29d ago1:26:37

1:26:37

On today’s episode, Clay and Stig discuss the performance of Stig’s portfolio over the past 10 years and what he has learned from managing his portfolio over that time. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:02 - How Stig’s portfolio has performed over the past 10 years. 06:29 - Why Stig invested with Mohnish Pabrai. 28:32 - How private inv…

1
Why the Survival and Dominance of Car Manufacturers is Far from Certain – Ep 215

30d ago

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https://traffic.libsyn.com/secure/intellectualinvestor/Why_the_Survival_and_Dominance_of_Car_Manufacturers_is_Far_from_Certain_v1_2024-03-17.mp3 Today EV sales account for a tiny rounding error of total global car sales. Can traditional automobile companies successfully transition to making EVs? 📩 Join 86,000+ readers on my weekly email newsletter:…

1
Are You Really Investing, or Just Gambling? 27:55

1M ago27:55

27:55

Thanks to Seeking Alpha for sponsoring this episode! Get $50 OFF when you sign up for a limited time: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://seekingalpha.me/younginvestors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠In this week's episode, we discuss investing vs gambling! Now available on YouTube, Apple Podcast, Spotify & most other platforms!Spotify: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://open.spotify.com/show/2caCydo.…

1
BTC175: MicroStrategy Deep Dive w/ Jeff Walton (Bitcoin Podcast) 1:00:01

1M ago1:00:01

1:00:01

Today's Bitcoin Fundamentals features Jeff Walton discussing MicroStrategy's finance strategies, including valuation and leveraging Bitcoin. We examine price actions, trading methods, and the impact of traditional finance on BTC futures, offering insights into the intersection of enterprise software and financial engineering. IN THIS EPISODE YOU’LL…

1
Will Your Kids Remember You? – Conversations with Vitaliy – Ep 32

1M ago

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https://traffic.libsyn.com/secure/intellectualinvestor/Ep_32_-_Will_Your_Kids_Remember_You_.mp3 📩 Join 86,000+ readers on my weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/47uaIF8 The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ Active Value Investing – https://amzn.…

1
137 - Expand Your Time Horizon 8:36

1M ago8:36

8:36

Want Investing Research Directly to your Inbox? Sign-up for my Free Substack: https://diyinvestingstocks.substack.com/subscribe? Mental Models discussed in this podcast: Delayed Gratification Time Horizon Personal Responsbility Compounding

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TIP617: Improve Your Investing Operating System w/ Vitaliy Katsenelson 1:09:24

1M ago1:09:24

1:09:24

Kyle Grieve chats with Vitaliy Katsenelson about why we should align ourselves with what we love doing, how stoicism has helped Vitaliy deal with the volatility of negative emotions in the market and life, Vitaliy’s four favorite stoic tools, how to engineer our environments to improve our decision making and decrease costly mistakes, how we can ut…

1
TIP616: The Godfather of Influence w/ Dr. Robert Cialdini 58:59

1M ago58:59

58:59

On today’s episode, Clay is joined by Dr. Robert Cialdini to discuss Charlie Munger’s favorite book – Influence: The Psychology of Persuasion. Dr. Cialdini is a New York Times Best Selling Author of Influence and Pre-Suasion. He is also CEO and President of Influence at Work where they focus on ethical training, corporate keynote program, and the C…

1
Expanding Perspectives Through Travel – From Spain to the UK – Ep 214

1M ago

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https://traffic.libsyn.com/secure/intellectualinvestor/Ep_214_-_Expanding_Perspectives_Through_Travel_-_From_Spain_to_the_UK_v1_2024-03-17.mp3 My brother Alex, my son Jonah, and I went to a conference in Switzerland. We saw this as an opportunity to turn the bookends of the trip into a small European vacation. 📩 Join 86,000+ readers on my weekly em…

1
BTC174: Is Bitcoin Property, Currency, or Both? w/ Parker Lewis & Will Cole (Bitcoin Podcast) 1:05:19

1M ago1:05:19

1:05:19

Join us as Parker Lewis & Will Cole delve into Bitcoin's role as property or currency, discuss Bill Ackman's views and Saylor's latest buy. We explore Bitcoin payments, the impact of high rates, and the future of digital authentication. This episode is packed with insights on the evolving cryptocurrency landscape and its broader economic implicatio…

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This Advice Will Rewire Your Brain – Conversations with Vitaliy – Ep 31

1M ago

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https://traffic.libsyn.com/secure/intellectualinvestor/Ep_31_-_This_Advice_Will_Rewire_Your_Brain.mp3 📩 Join 86,000+ readers on my weekly email newsletter: https://investor.fm/signup-for-articles/ 📚 Get my books: Soul in the Game – https://amzn.to/47uaIF8 The Little Book of Sideways Markets – https://amzn.to/3QWTlqZ Active Value Investing – https:/…

1
RWH043: Survive & Thrive w/ Guy Spier: Part 2 1:47:27

1M ago1:47:27

1:47:27

In this episode, William Green chats with renowned hedge fund manager Guy Spier, who has run the Aquamarine Fund since 1997. This conversation has been split into two episodes. Here, in Part 2, Guy shares insights on how to succeed over the long run by avoiding dumb investment behavior, building the right relationships, and recognizing our weakness…

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