Value investing with Legends Podcast
Host: Tano Santos
Excellent podcast based on value investing. The podcast is published by Columbia Business School, the university where Graham and Dodd were teachers – the authors of ‘Security Analysis’, which is considered by many as the bible of Value Investing.
The host is Professor Tano Santos, who, as the title suggests, interviews many of the most interesting investors of all time. They discuss guests’ views on investing, investment principles and their learning over many decades.
Target audience: Anyone interested in learning about investing from many of the most successful investors during the past 30 years.
The Acquirers Podcast
(aka 'Value after hours')
Host: Tobias Carlisle
Both informative and entertaining podcast covering a wide range of investment topics. The host, Tobias Carlisle, is the founder of ‘The Acquirer’s Multiple®’ and author of a number of Amazon bestselling books on quantitative investing. Tobias has a different guest in the studio each week, covering different aspects of value investing, but also other approaches to investing.
Target audience: Professionals and (slightly more geeky) private investors with an interest in value investing
The Investor's Podcast
Hosts: Stig Brodersen & Preston Pysh
One of the first investing podcasts and a podcast that I have been following for many years now. Stig and Prestons have a clear goal: to educate their listeners and learn along the way. This has created an accessible and interesting podcast that focuses on learning the basic principles of investing and applying them to analyze specific companies. The podcast also differs in that one of the two hosts is Danish, bringing European and Danish perspectives to the discussions.
Especially recommendable are their ‘mastermind’ sessions, where they gather their regular panel every quarter and each pitch an investment case, which the others then do their best to argue against.
Target audience: Anyone with an interest in investing and especially suitable for new investors.
Invest Like the Best
Host: Patrick O'Shaughnessy
Invest Like the Best differs from the other podcasts on the list by taking a broader and more business-oriented approach to investing. Patrick interviews some of the most well-known investors, but also invites authors, business owners and people with deep professional knowledge on selected topics to visit the studio.
Target audience: Anyone with an interest in investing, how companies operate and new emerging topics such as social media, robotics, etc.
Capital Allocators
Host: Ted Seides
Ted has a long history in the hedge fund industry and began his career back in the early 1990s with David Swensen at Yale’s Investment Office.
The podcast provides a great insight into the reflections of hedge funds, pension funds, endowments and other major capital allocators. It provides a unique insight into their assessment of the current market and the investment principles used by the big players on Wall Street with a long investment horizon.
Target audience: Professional investors and more serious private investors.
do you want a podcast in Danish...?
The Millionaire's Club
Hosts: Bodil Gantzel and Pernille Enggard
A classic among Danish investors. Excellent input on investing, but tends to focus on a shorter time horizon (weeks/months) and entertainment value rather than more factual investment discussions. For better or worse. Their investment competition runs for one year, which is more like speculation than investment.
That said, the two hosts often have interesting guests in the studio in the form of both CEOs and Danish investment managers. So be selective about which episodes you listen to and take the ones with interesting guests in the studio, such as CEOs of companies you follow or chief strategists from the big Danish banks.
Target audience: Private investors who want to be inspired and who have had too little investment ‘entertainment’ on a daily basis.
