Sunday, September 2, 2018

Colby Donovan
Sep 2, 2018 · 3 min read

Today we have what factors explain the best investors’ performance, thoughts on the credit market and the Fed, great thoughts from author and speaker Simon Sinek, and why middle-class families are struggling.

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Note — the best way to listen on your phone is to click the iTunes Podcast link. If you’d like to listen on your computer, click any of the other links. The website has more information on the podcast episode if you are interested.

Business

  • The Curious Investor: Superstar Investors. This has definitely become my favorite new podcast of the year. This episode looks into what factors can explain the performance of some of the top investors, including Warren Buffett and Peter Lynch. AQR also wrote a couple papers on this topic, which you can read here and here. [August 29, 2018–17 minutes] iTunes Podcast | Overcast | Stitcher | Website Link
  • The Meb Faber Show: #119 — Tom Dorsey — Fundamentals Answer the First Questions “What Should I Buy?” The Technical Side Answers the Question “When?” Faber is joined by Tom Dorsey, a renowned technical analyst, entrepreneur, and author of Point and Figure Charting: The Essential Application for Forecasting and Tracking Market Prices. Dorsey gives a real example of how you can use technical analysis to compare Coke and Pepsi (the stocks, not the drinks). He then says an investor can’t ignore fundamentals; fundamentals tell you what to buy, relative strength tells you when to buy. They cover a lot over the rest of the episode, including the difference between market cap and equal weighting, what areas in the market are showing the most strength today, and how his firm is looking to apply technical analysis to the crypto world. [August 29, 2018–52 minutes] iTunes Podcast | Overcast | Stitcher | Website Link
  • The Stansberry Podcast: “Dean of High-Yield Debt” Predicts: This Is When the Credit Cycle Hits. For the first 23 minutes of the episode, Stansberry covers some recent news, including his thoughts on default rates at smaller banks starting to creep up. Then at 23:00, they are joined by Marty Fridson, who’s known as the “Dean of High Yield.” Marty gives some of his thoughts on the state of credit markets and says he doesn’t think we see an uptick in default rates until late 2019. Finally, at the 40 minute mark, they take some mail bag questions, and Stansberry gives his thoughts on owning gold, watches, wine, and fine jewelry as a store of value. [August 29, 2018–55 minutes] iTunes Podcast | Overcast | SoundCloud | Stitcher | Website Link
  • The Sherman Show: SS S4 — Danielle DiMartino Booth, CEO Quill Intelligence. Booth is the CEO of Quill Intelligence and has unique insights on the Fed based on her nine years working there. She wrote a book on her time there: Fed Up: An Insider’s Take on Why the Federal Reserve is Bad for America. She gives some of her thoughts on what the Fed could do to be less academic and how she expects Jerome Powell to run the Fed going forward. [August 30, 2018–37 minutes] iTunes Podcast | Overcast | SoundCloud | Website Link

The Rest

  • Design Matters: Simon Sinek. This episode features Simon Sinek, famous author and speaker. Sinek talks about how he learned to live through purpose, the difference between being a leader and actually leading, how dopamine affects us, and his thoughts on social media causing depression amongst college and teen students. [August 26, 2017–59 minutes] iTunes Podcast
  • Knowledge@Wharton: Why Middle-class Families Can No Longer Afford America. The guest in this episode is Alissa Quart, author of Squeezed: Why Our Families Can’t Afford America. She discusses some of her book, including how childcare costs and harsh employment policies make life incredibly difficult on middle class families. [August 15, 2018–23 minutes] iTunes Podcast | Overcast | Stitcher | Website Link
  • Freakonomics: Why You Shouldn’t Open a Restaurant. The episode features Kenji Lopez-Alt, who brought science to the food world and then decided to open a restaurant. They tag along for his journey to open his restaurant and see him deal with limited time at home, construction issues, a chaotic opening night, and dealing with Yelp reviews. For anyone interested in the economics of open a restaurant, this is a good episode. Lopez-Alt’s advice: don’t open one! [August 29, 2018–37 minutes] iTunes Podcast | Overcast | Spotify | Stitcher | Website Link
Colby Donovan

Written by

Here to bring you podcast suggestions. Twitter → @colby__donovan

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