Books — Fall 2026
The Great Minds of Investing
William Green · Photographs by Michael O’Brien · 2015
Money to Burn: The Unvarnished Truth About Leon Black, Apollo, and the Rise of a New Wall Street
William D. Cohan
Range: Why Generalists Triumph in a Specialized World
David Epstein
Inside the Box: How Constraints Make Us Better
David Epstein
Select Articles & Papers — Fall 2026
Now You Can See Everything: on the midterms, AI, markets, the Theranos film and corporate fraud
J.P. Morgan · Eye on the Market · Michael Cembalest · November 4, 2026
Human Capital in Venture Capital: Evidence From 100,000 Venture Capitalists
NBER Working Paper No. 35501 · Blake Jackson and Ilya A. Strebulaev · July 2026
How to pitch really damn well
Aaron Harris · X · October 27, 2026
OpenAI Understands Something Important and Rare
a16z · David George · September 28, 2026
The Many Failures of Larry David
Colossus · Blake J. Harris · October 2026
Heresy
Paul Graham · April 2022
Charlie Munger’s Interview with Todd Combs — Interview Transcript
Farnam Street / The Knowledge Project · Charlie Munger and Todd Combs · 2022 conversation
Private equity confirms a timeless principle: Purchase price matters
McKinsey & Company · Alexander Edlich with Charlie Regan and Yash Kejriwal · September 2, 2026
Public Markets Update Deck
Coatue · October 7, 2026
SpaceX: SPCX $159: Cheap and Getting Cheaper
Morgan Stanley · Adam Jonas · October 4, 2026
Mark
Colossus · Jeremy Stern · September 2026
Public to Private Equity in the United States: A Long-Term Look
Morgan Stanley · Michael J. Mauboussin and Dan Callahan · September 1, 2026
Select Podcasts & Conversations — Fall 2026
Martin Casado on Frontier Model Economics, AI's Slowdown, and the Cursor Deal
Invest Like the Best · Patrick O’Shaughnessy and Martin Casado · November 4, 2026
Opportunistic Real Estate and Hard Asset Credit at Mavik – Vik Uppal
Capital Allocators · Ted Seides and Vik Uppal · November 5, 2026
Ramtin Naimi - The State of Venture
Invest Like the Best · Patrick O’Shaughnessy and Ramtin Naimi · November 6, 2026
NextEra Energy CEO: Powering AI and Nuclear's Comeback
In Good Company · Nicolai Tangen and John Ketchum · November 4, 2026
a16z's First Employee on the History of a16z, Venture Capital & Fixing the Government | Scott Kupor
David Senra · David Senra and Scott Kupor · November 4, 2026
Bill Ackman: Concentrated Investing, Permanent Capital, and the Value of Being Challenged
In Good Company · Nicolai Tangen and Bill Ackman · October 28, 2026
Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions
All-In · Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg · October 30, 2026
Robert Caro – The master biographer reflects at 91
Dwarkesh Podcast · Dwarkesh Patel and Robert Caro · October 30, 2026
Continuation Vehicles from the LP Seat – Scott Ramsower
Capital Allocators · Ted Seides and Scott Ramsower · October 26, 2026
Citadel CEO Ken Griffin Talks AI Bubble, US Midterm Elections & France Protests
Bloomberg Talks · Dani Burger and Ken Griffin · October 21, 2026
Uncapped #58 | David George from a16z
Uncapped · Jack Altman and David George · October 1, 2026
Cliff Sosin - Owning the Complements to Intelligence
Invest Like the Best · Patrick O’Shaughnessy and Cliff Sosin · October 27, 2026
Tice Brown
Money Stuff: The Podcast · Matt Levine and Tice Brown · October 23, 2026
Jensen Huang | Does AI Revenue Justify Capex, '27 AI Bottlenecks, Singularity, Open vs Closed & more
BG2Pod · Brad Gerstner, Clark Tang, and Jensen Huang · October 15, 2026
Full Panel: Nvidia CEO Huang & Musk on Super Intelligence, America.gov, Energy, Orbital Compute
DWS News / DRM News · Jensen Huang, Elon Musk, and Gavin Baker · September 29, 2026
Apollo’s Yahoo Playbook, 5 Years After the $5B Deal
Sourcery · Molly O’Shea and Jim Lanzone · October 19, 2026
36th Annual Graham & Dodd Event with Li Lu '96, Founder and Chairman of Himalaya Capital
Columbia Business School · Li Lu and Tano Santos · October 2026
Building a Berkshire for the Middle Market – Tracy Britt Cool
Capital Allocators · Ted Seides and Tracy Britt Cool · October 19, 2026
The Portfolio With Just 10 Stocks
Richer, Wiser, Happier · William Green and Peter Keefe · September 15, 2026
Turning Factories into Weapons of Asymmetric Warfare w/ Mach Industries CSO Nathan Diller
The Aerospace Executive Podcast · Nathan Diller · September 17, 2026
THE BREAKDOWN: Walter & Boehly’s Rumoured Chelsea Exit, PFA Takes on the EFL, & The Meteoric Rise of Padel (E33)
Business of Sport · August 21, 2026
20VC: Inside Sequoia’s Investment Committee: Lessons from Don Valentine, Doug Leone and Alfred Lin | How the SpaceX and Citadel Deals Went Down | What Sequoia Specifically Looks for in Founders with Julien Bek
20VC · Harry Stebbings and Julien Bek · August 24, 2026
Own Less, Know More with Jeremy Kokemor, Founder and Portfolio Manager at Right Tail Capital
Planet MicroCap Podcast · Jeremy Kokemor · October 3, 2026
Break the Playbook with David Einhorn
Morgan Stanley · David Einhorn · September 17, 2026
Charlie Munger’s Interview with Todd Combs
The Knowledge Project · Charlie Munger and Todd Combs · October 6, 2026
Building the Total Portfolio at Ontario Teachers – Stephen McLennan
Capital Allocators · Ted Seides and Stephen McLennan · October 5, 2026
The $1 Trillion AI Buildout | State of Markets
The a16z Show · David George, Sarah Wang, Alex Immerman, and Santiago Rodriguez · September 30, 2026
AI for BC IC 2026-09
Loom · Pat Grady · September 24, 2026
Bill Ackman: People are Going to Lose a Lot of Money
The Knowledge Project · Shane Parrish and Bill Ackman · September 29, 2026
Miles Grimshaw — Back Down the Mountain
Dialectic · Jackson Dahl and Miles Grimshaw · September 1, 2026
Noam Brown – Agent swarms, alignment, & recursive self-improvement
Dwarkesh Podcast · Dwarkesh Patel and Noam Brown · September 17, 2026
America at 250: The Ideas of 1776
Joys of Compounding · Frank Cogliano, Brendan McConville, and Patrick Griffin · September 17, 2026
Sequoia Legend Michael Moritz: Steve Jobs, Being an Outsider, and Investing in the Age of AI
Invest Like the Best · Patrick O’Shaughnessy and Michael Moritz · September 16, 2026
Why Fund Multiple Doesn't Matter Without a Timeline | David Morehead, Baylor University CIO
20VC · Harry Stebbings and David Morehead · September 14, 2026
The Man in the Red Bandana | SC Featured
ESPN · September 11, 2019
The Future of War: How Autonomous Systems Are Reshaping Conflict
RUSI · General David Petraeus and Professor Kevin Rowlands · September 9, 2026
Sarah Guo – No Priors, Just Conviction
Invest Like the Best · Patrick O’Shaughnessy
Gavin Baker: Why AI Demand Is Outrunning Compute Supply
The a16z Show · David George
SpaceX CFO Bret Johnsen — Goldman Sachs Communacopia + Technology Conference
Goldman Sachs · Eric Sheridan · September 10, 2026
Michael Moritz on Origin Stories, Exile, and Obsessive Curiosity
Conversations with Tyler · Tyler Cowen and Michael Moritz · September 2, 2026
Documentaries & Series — Fall 2026
Norm: The Tale of Norm Macdonald
Netflix · Documentary film · 2026
Saban
ESPN · Documentary series · 2026 · Watch on Hulu
Books — Summer 2026
The Complete Financial History of Berkshire Hathaway
Adam J. Mead
Fully updated 2026 edition
Liftoff: Elon Musk and the Desperate Early Days That Launched SpaceX
Eric Berger
The Anduril Thesis
Kyle Harrison and Sachin Maini
Regime Change: Inside the Imperial Presidency of Donald Trump
Maggie Haberman and Jonathan Swan
The Dog Stars
Peter Heller
El Jefe: The Stalking of Chapo Guzmán
Alan Feuer
Mobilize
Shyam Sankar
Select Podcasts & Conversations — Summer 2026
Sam Altman – How to Make an Abundant Future
Invest Like the Best · Patrick O’Shaughnessy
Doug Leone on Sequoia, Fear, Great Founders & Starting Over at 69
David Senra
Building Defense Technologies to Protect Democracies | Torsten Reil, Helsing
David Senra
Travis Kalanick, Founder of Uber & Atoms
David Senra
Books — Spring 2026
Same as Ever
Morgan Housel
A favorite — reread in May 2026 after reading it in 2023.
Select Podcasts & Conversations — 2026
The Greatest Lie Ever Told
"WhatifAlthist" | World History, Philosophy, Culture
The Life of Jesus
Founders
Lessons from Steve Mandel
Joys of Compounding
Building Ladder: The World’s Best Fitness App (Early Release)
Colossus: Private Podcast
Uncapped #38 | Ben Horowitz from a16z
Uncapped | Benchmark Breakfast
John Mackey, Whole Foods Market
David Senra
Jared Kushner and Steve Witkoff's Extended 60 Minutes Interview
60 Minutes
Daniel Schwartz & Alex Behring - Inside 3G Capital (Early Release)
Colossus: Private Podcast
Josh Kushner - Concentration and Conviction
Invest Like the Best with Patrick O'Shaughnessy
#411 Tortured Into Greatness: The Life of Andre Agassi
Founders
The $2 Trillion Mind | Nicolai Tangen
The Knowledge Project
Beating the Market: Connor Teskey, CEO Brookfield Asset Management
The Knowledge Project
Samer Sarraf - Investing in the GCC: Private Equity Discipline in Public Markets
Value Investing with Legends
#414 How SpaceX Works
Founders
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides
Capital Allocators – Inside the Institutional Investment Industry
Gavin Baker - Nvidia v. Google, Scaling Laws, and the Economics of AI
Invest Like the Best with Patrick O'Shaughnessy
#416 The Relentless Missionary Creating AGI: Demis Hassabis
Founders
John Arnold - China, Energy Markets and Fixing America's Systems
Invest Like the Best with Patrick O'Shaughnessy
William Hockey - Building the Operating System for the Dollar and Silicon Valley Heresy
Invest Like the Best with Patrick O'Shaughnessy
Shyam Sankar - Celebrating Heretics - [Invest Like the Best, EP.462]
Invest Like the Best with Patrick O'Shaughnessy
#417 Arnold Schwarzenegger
Founders
Formula 1
Acquired
Ferrari
Acquired
Justin Yoshimura - Resurrecting & Rolling Up Retail
Joys of Compounding
Paul Tudor Jones - Lessons From 50 Years in Markets
Invest Like the Best with Patrick O'Shaughnessy
Brian Chesky - AI Founder Mode
Invest Like the Best with Patrick O'Shaughnessy
TIP812: Mohnish Pabrai on Berkshire & Letting Winners Run
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Alex Sloane & Matt Perelman – Buy-and-Build Playbook in the Core Economy at GSP
Capital Allocators – Inside the Institutional Investment Industry
Building a $100M CPG Brand With Only 10 Employees - James Beshara (#413)
POWERS
Uncapped #48 | Tarek Mansour from Kalshi
Uncapped | Benchmark Breakfast
How to Start a Cult | Lulu Cheng Meservey
Relentless
Building Blackstone, Backing Costco, with Tony James
The a16z Show
Krishna Rao - Anthropic's CFO on Managing Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence
Invest Like the Best with Patrick O'Shaughnessy
#419 Kelly Johnson: Skunk Works
Founders
Vitalik Buterin on Human Agency in the AI Era
The a16z Show
Exclusive Interview: Coatue CIO on AI's Biggest Winners
Sourcery
Charles & Chase Koch on How They Quietly Built a $150B Empire
All-In with Chamath, Jason, Sacks & Friedberg
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
All-In with Chamath, Jason, Sacks & Friedberg
Sir Chris Hohn: Strategic Investing, Long-Term Value and Purposeful Philanthropy
In Good Company with Nicolai Tangen
Will England, Derek Drummond, and Tony Caruso – Disintermediating Pod Shops
Capital Allocators – Inside the Institutional Investment Industry
Inside Marc Andreessen & Ben Horowitz's Multi-Family Office (Part II)
Sourcery
Why AI Isn’t Killing SaaS Yet
The a16z Show
Darren Farber on Iran, China, and the Rise of Neoprimes
Invest Like the Best with Patrick O'Shaughnessy
Mental Models for Exceptional Capital Allocation by Mohnish Pabrai at The UNO on May 1, 2026
Chai with Pabrai
Dan Loeb - Lessons from 30 Years of Investing
Invest Like the Best with Patrick O'Shaughnessy
Marc Rowan on Private Markets, Software Repricing, and Capital Allocation
The a16z Show
OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
All-In with Chamath, Jason, Sacks & Friedberg
Strongly Worded Letters
Money Stuff: The Podcast
The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2
BG2Pod with Brad Gerstner and Bill Gurley
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections
All-In with Chamath, Jason, Sacks & Friedberg
WTT: AI: Fundamentals, Valuation, and the Next Allocator Dilemma
Capital Allocators – Inside the Institutional Investment Industry
Can Trump make a deal with Iran?
Unhedged
Alex Sacerdote - How to Invest Through Technology Cycles
Invest Like the Best with Patrick O'Shaughnessy
Kevin Warsh’s first remarks
Unhedged
Value Investing Legend and Warren Buffett Disciple Seth Klarman
Masters in Business
Sergey Levine - Building LLMs for the Physical World
Invest Like the Best with Patrick O'Shaughnessy
Homegrown CIO at Williams College - Abigail Wattley
Capital Allocators – Inside the Institutional Investment Industry
Kareem Amin - The Unusual Approach to Company Building
Invest Like the Best with Patrick O'Shaughnessy
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
All-In with Chamath, Jason, Sacks & Friedberg
Beating the S&P For Generations with Davis Funds Chairman Chris Davis
Masters in Business
Ep 153: Palantir CTO Shyam Sankar on Heretics, AI Weapons, and Rebuilding the Arsenal of Democracy
Joe Lonsdale: American Optimist
Ep 154: Jacob Helberg on Pax Silica & the New Global Order in the AI Age
Joe Lonsdale: American Optimist
Uncapped #53 | Trae and Delian from Founders Fund
Uncapped | Benchmark Breakfast
New UK prime minister, same bond market
Unhedged
Etched - Building AI Hardware to Make Inference Faster and Cheaper
Invest Like the Best with Patrick O'Shaughnessy
Vlad Barbalat - Investing $120 Billion in Permanent Capital
Invest Like the Best with Patrick O'Shaughnessy
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie
All-In with Chamath, Jason, Sacks & Friedberg
Introducing Hot Money Season 3: Agent of Chaos
Hot Money: Agent of Chaos
Sam Jones on Jan Marsalek’s Secret Life | SpyCast Interview
Hot Money: Agent of Chaos
Episode 1: The Bribe
Hot Money: Agent of Chaos
Episode 2: The Friendship Society
Hot Money: Agent of Chaos
Episode 3: Thrill Seeking
Hot Money: Agent of Chaos
Episode 4: Backbearings
Hot Money: Agent of Chaos
Episode 5: A Different Set of Rules
Hot Money: Agent of Chaos
Episode 6: Maestro
Hot Money: Agent of Chaos
Episode 7: From Russia With Love
Hot Money: Agent of Chaos
Episode 8: Matryoshka
Hot Money: Agent of Chaos
GameStop CEO Ryan Cohen's $56B Plan to Take Over eBay
All-In with Chamath, Jason, Sacks & Friedberg
Everything is awesome … for banks
Unhedged
More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
All-In with Chamath, Jason, Sacks & Friedberg
#370 The Founder of IKEA: Ingvar Kamprad
Founders
Jeremy Giffon - The Billion Dollar PDF
Invest Like the Best with Patrick O'Shaughnessy
John Kim - How to Raise a Few Billion Dollars
Invest Like the Best with Patrick O'Shaughnessy
Jeremy Giffon - Special Situations in Private Markets
Invest Like the Best with Patrick O'Shaughnessy
#426 How Obsession Built Christopher Nolan
Founders
#369 Elon Musk and The Early Days of SpaceX
Founders
Uncapped #55 | Tony Xu from DoorDash
Uncapped | Benchmark Breakfast
Sam Altman - How to Start a Startup
Relentless
Sam Altman: "Never a Better Time to Do a Startup"
Y Combinator Startup Podcast
This Startup Wants To Catch Cancer Before It Spreads
Y Combinator Startup Podcast
Ep 157: Scott Nolan on the AI Energy Crisis & America's Nuclear Renaissance
Joe Lonsdale: American Optimist
The Creator of Claude Code on The Hottest Piece of Software in the World
Odd Lots
Iran, China, Canada? A Defense of Trump’s Grand Strategy
Interesting Times with Ross Douthat
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
All-In with Chamath, Jason, Sacks & Friedberg
Travis Kalanick Is Back | Building the Future of Industrial AI
The a16z Show
#427 How Raymond Plank Built a $50 Billion Oil Company
Founders
Alec Litowitz, Founder of Magnetar Capital and Qstar Capital
Alpha Exchange
A.J. Rohde: Living in the (Software) Limelight [Joys of Compounding, Ep. 38]
Joys of Compounding
Will RSI Break the Economy? | Aidan McLaughlin
MTS
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
All-In with Chamath, Jason, Sacks & Friedberg
#429 Bob Dylan's Autobiography
Founders
Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI
All-In with Chamath, Jason, Sacks & Friedberg
Eric Vishria - A Decade of Lessons Investing in Software & Hardware
Invest Like the Best with Patrick O'Shaughnessy
China’s Endgame: ASI Timelines, US-China Relations, and the $1.7T AI Bubble With Alvin Graylin | #281
Moonshots with Peter Diamandis
Sam Altman on Building OpenAI & Betting on the Impossible
David Senra
Michael Kratsios: Trump's Science Agenda, Anti-Science Claims, Fauci's Damage, DEI & China
All-In with Chamath, Jason, Sacks & Friedberg
Starting a Solid Rocket Motor Factory from Scratch | Ethan Thornton, Mach Industries
Relentless
20VC: NVIDIA Bonanza: Buys Poolside & Invests in Mercor and Perplexity | Anthropic's $30TRN Revenue Assumption & OpenAI Confirms IPO | Why Customer Service, Defence and Robotics are Overinflated
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why "Pacing the Frontier" is BS | Instinct Raising $1BN at $10BN & Meta Launches Muse | Miro Sells for $1.35BN After a $17.5BN Valuation | Mistral Raises €3BN & Could Sam Bankman-Fried Win His Freedom?
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
The Biggest THREAT to Christianity is Happening RIGHT NOW (ft. Philip Anthony Mitchell) | Live Free with Josh Howerton
Live Free with Josh Howerton
Books — 2025
Poor Charlie’s Almanack
Charles T. Munger
Stripe Press edition. Read in 2025, after the Expanded Third Edition from The Donning Company in 2023.
Too Big to Fail
Andrew Ross Sorkin
A favorite — reread in 2025 after reading it in 2021.
1929
Andrew Ross Sorkin
2034
Elliot Ackerman, Admiral James Stavridis USN
Careless People
Sarah Wynn-Williams
Conspiracy
Ryan Holiday
Mossad
Michael Bar-Zohar, Nissim Mishal
President McKinley
Robert W. Merry
The Art of Spending Money
Morgan Housel
The Humble Investor
Daniel Rasmussen
Select Podcasts & Conversations — 2025
Jared Kushner - The Mechanic
Invest Like the Best with Patrick O'Shaughnessy
Christopher Bloomstran: Value, Patience, and Trust: Sharing Investment Wisdom and Navigating Market Challenges
Talking Billions with Bogumil Baranowski
Jay Bilas: No Days Off
Glue Guys
Walmart CEO, Doug McMillon - Leading 2.1 Million People
Glue Guys
Coach K: Get On The Right Bus
Glue Guys
2025: Got Goals?
Glue Guys
Striking Oil – CrownRock by Lime Rock Capital
Capital Allocators – Inside the Institutional Investment Industry
WTT: When Will Private Markets Normalize?
Capital Allocators – Inside the Institutional Investment Industry
The 70% Club
Grant's Current Yield Podcast
Mitchell Green - Lead Edge of Harnessing Networks
Capital Allocators – Inside the Institutional Investment Industry
Fatherhood
Glue Guys
Brett Gardner: Buffett's Early Investments: A new investigation into the decades when Warren Buffett earned his best returns
Talking Billions with Bogumil Baranowski
Anthony Pompliano – Building Influence and Capital to Live an Extraordinary Life
Capital Allocators – Inside the Institutional Investment Industry
Episode 61 – Beyond Transactions: Building a Life and Business That Matter
The Redemptification Podcast
The Dark Side of Athletic Competition
Glue Guys
Paul Singer: Activist Investing, Market Risks and Avoiding Losses
In Good Company with Nicolai Tangen
OTT Relaunch: “What Are We Doing?” with Porter Collins and Vincent Daniel
On The Tape with Danny Moses
Peter Boockvar: Is DeepSeek the Canary in the Mag 7 Mine?
On The Tape with Danny Moses
Blackstone President and COO: Investment Decisions, Entrepreneurial Drive and Company Culture
In Good Company with Nicolai Tangen
Kelly Granat - Investing At Lone Pine
Invest Like the Best with Patrick O'Shaughnessy
James Aitken: The Financial Plumber For These Leaky Markets
On The Tape with Danny Moses
Doug Leone - Lessons from a Titan
Invest Like the Best with Patrick O'Shaughnessy
Graham Duncan - Talent Whisperer
Invest Like the Best with Patrick O'Shaughnessy
Marc Andreessen - The Battle For Tech Supremacy
Invest Like the Best with Patrick O'Shaughnessy
Alex Sacerdote – Riding S-Curves at Whale Rock
Capital Allocators – Inside the Institutional Investment Industry
WTT: Yale Backs Emerging Managers… and Then What?
Capital Allocators – Inside the Institutional Investment Industry
Alex Morris - Buffettology
The Business Brew
George Livadas: Market Echoes, European Stocks, and Investment Strategy Insights
The Business Brew
“The Humble Investor” | Dan Rasmussen on Mag7, Value, Private Equity & Credit, and More
Monetary Matters with Jack Farley
SPECIAL ANNOUNCEMENT: Capital Allocators Coaching
Capital Allocators – Inside the Institutional Investment Industry
Howard Marks – Navigating Private Credit
Capital Allocators – Inside the Institutional Investment Industry
Big Short Crew Talk Market Turmoil, Tariffs, and Lessons from the Financial Crisis
The Eisman Playbook
Michael Ovitz - Turning Potential into Prominence
Invest Like the Best with Patrick O'Shaughnessy
TIP697: The Secret to Buffett’s Business Success w/ Lawrence Cunningham
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Cyan Banister - Investing for a Higher Purpose - [Invest Like the Best, CLASSICS]
Invest Like the Best with Patrick O'Shaughnessy
Neil Mehta - Finding Future S&P 500 Companies
Invest Like the Best with Patrick O'Shaughnessy
Cliff Sosin - Investing in Carvana
Invest Like the Best with Patrick O'Shaughnessy
Matt Huang - Investing At The Frontier
Invest Like the Best with Patrick O'Shaughnessy
BTC233: Bitcoin & Texas A Roadmap for the Global Financial Shift w/ Parker Lewis (Bitcoin Podcast)
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
TIP719: Investing and Life Lessons w/ Mohnish Pabrai
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Berkshire after Buffett
Unhedged
PRICE AS YOUR GUIDE
Grant's Current Yield Podcast
Jim Harbaugh - Why Relentless Enthusiasm Wins Games
Glue Guys
How China Might Actually Handle a US Trade War
Odd Lots
A Broad Church: BRK/A, OpenAI, Medicaid
Money Stuff: The Podcast
David Senra - The Focused Few
Invest Like the Best with Patrick O'Shaughnessy
TIP721: Berkshire Hathaway Annual Shareholders Meeting 2025 w/ Clay Finck & Kyle Grieve
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Jeremy Grantham, John Arnold & Sam Zell Share Their Most Memorable Investments | #581
The Meb Faber Show - Better Investing
Porter Collins & Vincent Daniel: What Are We Doing??
On The Tape with Danny Moses
TIP722: Best Quality Stock Idea Q2 2025 w/ Clay Finck & Kyle Grieve
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Masters in Business LIVE: Carlyle Group CEO Harvey Schwartz
Masters in Business
RWH057: Celebrating Warren Buffett w/ Joel Greenblatt, Nick Sleep, Tom Russo, Christopher Bloomstran & Chris Davis
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
A Few Important Questions For You (And Some Thoughts About Buffett)
The Morgan Housel Podcast
Continuation Vehicles 101 with Houlihan Lokey
Private Equity FunCast
Royce Yudkoff & Rick Ruback - Entrepreneurship Through Acquisition - [Invest Like the Best, EP.423]
Invest Like the Best with Patrick O'Shaughnessy
Gustav Söderström - How Spotify Thinks
Invest Like the Best with Patrick O'Shaughnessy
Episode #47: Trevor Hightower on Why Clarity of Identity Changes Everything
The Tension Podcast
Midnight Madness: Ryan Patch and Jon Seale
Money Stuff: The Podcast
HIGHLIGHTS: Stefano Domenicali - CEO of Formula 1
In Good Company with Nicolai Tangen
Introducing: Everybody's Business
Masters in Business
The Parent Trap
Glue Guys
Jack Farley: Tariffs, Quants, Short Selling & Other Monetary Matters
On The Tape with Danny Moses
WTT: The Hardest Day to Invest is Always Today
Capital Allocators – Inside the Institutional Investment Industry
Kristin Kallergis Rowland – Alts at J.P. Morgan's Private Bank (Private Wealth 4)
Capital Allocators – Inside the Institutional Investment Industry
Apollo's Alex Wright on The Role of Private Markets in Modern Portfolios | #583
The Meb Faber Show - Better Investing
Graham Weaver - Building Alpine
Invest Like the Best with Patrick O'Shaughnessy
Fidji Simo - Creating Delightful Consumer Experiences
Invest Like the Best with Patrick O'Shaughnessy
Bill Gurley - The Gift and The Curse of Staying Private
Invest Like the Best with Patrick O'Shaughnessy
Eli Manning - Pressure, Leadership & Showing Up
Glue Guys
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2
BG2Pod with Brad Gerstner and Bill Gurley
Coatue Pt2. Open AI’s Kevin Weil Dives into All Things ChatGPT | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
Rob Arnott & Cam Harvey on Passive Investing Risks, The AI Boom & Stimulus That Doesn’t Stimulate | #587
The Meb Faber Show - Better Investing
John Zito - Inside Apollo - [Invest Like the Best, EP.426]
Invest Like the Best with Patrick O'Shaughnessy
50X Season Two: Asurion
Invest Like the Best with Patrick O'Shaughnessy
China's Investment Potential: A Deep Dive with Jingshu Zhang
The Business Brew
Caryn Seidman-Becker: Rebuilding CLEAR
Invest Like the Best with Patrick O'Shaughnessy
Lockheed Martin
Acquired
Brad Jacobs - Think Big and Move Fast
Invest Like the Best with Patrick O'Shaughnessy
Seth Klarman - Contrarian Investing, Discipline, and Building Baupost
Value Investing with Legends
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
Andrew Milgram - Full-Contact Capitalism
Invest Like the Best with Patrick O'Shaughnessy
Peter Lacaillade - Backing The Best Managers In Private Markets
Invest Like the Best with Patrick O'Shaughnessy
Mark Bertolini - Performance During Pain
Invest Like the Best with Patrick O'Shaughnessy
Google Part II: Alphabet
Acquired
Joe Liemandt - Building Alpha School, and The Future of Education
Invest Like the Best with Patrick O'Shaughnessy
TECH005: What Tech Is Doing to Us with Justin Evidon (Tech Podcast)
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Bill Ackman - Evolving Investment Playbook, From MBIA to Moats
Value Investing with Legends
Started Mid-Career, Grew to $38m in 3 Years
Acquiring Minds
Uncapped #29 | Thomas Laffont from Coatue
Uncapped | Benchmark Breakfast
At The Money: Don’t Underperform Your Own Investments!
Masters in Business
Palmer Luckey - Inventing the Future of Defense
Invest Like the Best with Patrick O'Shaughnessy
Building Great Businesses | Tracy Britt Cool
The Knowledge Project
At The Money: Finding the Hidden Alpha in SEC filings
Masters in Business
David George - Building a16z Growth, Investing Across the AI Stack, and Why Markets Misprice Growth
Invest Like the Best with Patrick O'Shaughnessy
Michael Ovitz, Creative Artists Agency (CAA)
David Senra
Financial Expert: Passive Income Is A Scam! Post-Traumatic Broke Syndrome Is Controlling Millions!
The Diary Of A CEO with Steven Bartlett
Hugh MacArthur – Private Equity's Challenges and Opportunities
Capital Allocators – Inside the Institutional Investment Industry
Henry Ellenbogen - Man Versus Machine (Early Release)
Colossus: Private Podcast
Uncapped #35 | Trae Stephens from Founders Fund
Uncapped | Benchmark Breakfast
Uncapped #36 | Pat Grady & Alfred Lin from Sequoia
Uncapped | Benchmark Breakfast
10 Years of Acquired (with Michael Lewis)
Acquired
Ricky Sandler - Investing Through Perception Shifts and Market Cycles
Value Investing with Legends
Patrick O'Shaughnessy, Colossus & Positive Sum
David Senra
Books — 2024
American Wolf
Nate Blakeslee
The Psychology of Money
Morgan Housel
Third reading — previously read in 2020 and 2022.
Select Podcasts & Conversations — 2024
#2219 - Donald Trump
The Joe Rogan Experience
#453 – Javier Milei: President of Argentina - Freedom, Economics, and Corruption
Lex Fridman Podcast
#400 – Elon Musk: War, AI, Aliens, Politics, Physics, Video Games, and Humanity
Lex Fridman Podcast
#399 – Jared Kushner: Israel, Palestine, Hamas, Gaza, Iran, and the Middle East
Lex Fridman Podcast
Acquired LIVE from Chase Center (with Daniel Ek, Emily Chang, Jensen Huang and Mark Zuckerberg)
Acquired
Bill Ackman
The David Rubenstein Show
Sheila Johnson
The David Rubenstein Show
Behind the Memo: Easy Money with Howard Marks and Edward Chancellor
The Memo by Howard Marks
Gary Sernovitz - Inside the CIO Seat
Capital Allocators – Inside the Institutional Investment Industry
David Einhorn: Market Structures Are Broken
Masters in Business
RWH041: Ignore the Crowd w/ Super-investor Bruce Berkowitz
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Value After Hours S06 E06 200th Episode, Bill's Back, Value on Macro, Value and ZIRP, Farmer's Fable
The Acquirers Podcast
#332 Jesus
Founders
#333 Red Bull's Billionaire Maniac Founder: Dietrich Mateschitz
Founders
Value After Hours S06 E03 Verdad's Dan Rasmussen on quant small, cheap, levered stocks-US and Japan
The Acquirers Podcast
#413 – Bill Ackman: Investing, Financial Battles, Harvard, DEI, X & Free Speech
Lex Fridman Podcast
#340 Michael Jordan and Kobe Bryant
Founders
Is ESG over?
Unhedged
Andre Perold - Lessons from an Investor-Teacher Legend
Joys of Compounding
TIP611: The Bear Case for China w/ Kyle Bass
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Lost and Found (Part 1)
Storyland | Kids Stories and Bedtime Fairy Tales for Children
Lost and Found (Part 2)
Storyland | Kids Stories and Bedtime Fairy Tales for Children
The Island (Part 1)
Storyland | Kids Stories and Bedtime Fairy Tales for Children
The Island (Part 2)
Storyland | Kids Stories and Bedtime Fairy Tales for Children
The Island (Part 3)
Storyland | Kids Stories and Bedtime Fairy Tales for Children
A Brush With Another World (Part 1)
Storyland | Kids Stories and Bedtime Fairy Tales for Children
A Brush With Another World (Part 2)
Storyland | Kids Stories and Bedtime Fairy Tales for Children
A Brush With Another World (Part 3)
Storyland | Kids Stories and Bedtime Fairy Tales for Children
Luke and the Baseball Bat
Storyland | Kids Stories and Bedtime Fairy Tales for Children
The Shell (Part 3)
Storyland | Kids Stories and Bedtime Fairy Tales for Children
East of the Sun and West of the Moon
Super Great Kids' Stories
Chris Davis: Three Generations of Wealth
The Knowledge Project
Tom Gayner: Invest Like The Best
The Knowledge Project
Brer Rabbit and Brer Wolf
Super Great Kids' Stories
Mohnish Pabrai's Session with Columbia Business School (CSIMA) on February 14, 2024
Chai with Pabrai
RBI CEO and Chair: Burger King, coffee, speed and trust
In Good Company with Nicolai Tangen
#419 – Sam Altman: OpenAI, GPT-5, Sora, Board Saga, Elon Musk, Ilya, Power & AGI
Lex Fridman Podcast
Blythe Masters - Fintech Innovation at Motive Partners
Capital Allocators – Inside the Institutional Investment Industry
TIP616: The Godfather of Influence w/ Dr. Robert Cialdini
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
The American energy juggernaut
Capital Ideas podcast
#421 – Dana White: UFC, Fighting, Khabib, Conor, Tyson, Ali, Rogan, Elon & Zuck
Lex Fridman Podcast
Indexing Nevada PERS: Steve Edmundson’s $60 Billion Strategy | #527
The Meb Faber Show - Better Investing
Cliff Asness: Timely & Timeless Investment Wisdom | #528
The Meb Faber Show - Better Investing
#424 – Bassem Youssef: Israel-Palestine, Gaza, Hamas, Middle East, Satire & Fame
Lex Fridman Podcast
RWH042: Survive & Thrive w/ Guy Spier: Part 1
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Adam Shapiro – Post-Breeding Grounds for Rising Stars and Families
Capital Allocators – Inside the Institutional Investment Industry
Jim Falbe – Modern Value Investing at Saguaro
Capital Allocators – Inside the Institutional Investment Industry
Alibaba co-founder & Chair: China, Jack Ma, AI and basketball
In Good Company with Nicolai Tangen
Matthew Sweeney - Discussing Value
The Business Brew
Professor Kenneth French on Risk, Return, and Rationality | #530
The Meb Faber Show - Better Investing
TIP625: Berkshire Hathaway w/ Chris Bloomstran
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Value After Hours S05 E 46: Seawolf's Porter Collins and Vincent Daniel on value, rates and the Fed
The Acquirers Podcast
David Morehead – Top Down Allocation at Baylor
Capital Allocators – Inside the Institutional Investment Industry
Marc Andreessen Live at Our Investment Conference: AI, Disruption, US vs. Europe, and Making Money
In Good Company with Nicolai Tangen
7 Years Later: Leaving Wall Street to Buy Small Businesses
Acquiring Minds
Building a Blue Collar Empire
Acquiring Minds
Todd Combs - Charlie Munger's Legacy
Value Investing with Legends
The fight for Paramount
Unhedged
The Impact of Debt
The Memo by Howard Marks
Owen McCarthy of MedRhythms
Big Time Small Business
Quantamental Investing & Emerging Markets with Jason Hsu
Investing the Templeton Way
Mitch Rales - The Art of Compounding
Joys of Compounding
Jan Hummel - Deep Diligence at Paradigm Capital
Value Investing with Legends
TIP631: The Bullish Energy Cycle w/ Arvind Sanger
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Marcus Freeman - Choose Hard, Choose Love
Joys of Compounding
Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital
Capital Allocators – Inside the Institutional Investment Industry
Letitia Johnson - Concentrated and Long-Term at Amherst College
Capital Allocators – Inside the Institutional Investment Industry
WTT: The Investment Manager Playbook - What Allocators Don't See
Capital Allocators – Inside the Institutional Investment Industry
Morgan Housel: Get Rich, Stay Rich
The Knowledge Project
Small-cap stocks: Turning over many rocks in search of a few gems
Capital Ideas podcast
Behind The Song: Scorpions "Wind Of Change"
Behind The Song
Vibe Session with Vincent Daniel and Porter Collins
RiskReversal Pod
#24 The Family Office CIO - Beth Lilly on Research Process, Meeting Warren Buffett & Managing Family Fortunes
Behind the Balance Sheet
An Energy Investment Conversation with Fortress Energy Co-Founder, Jordan Strebeck
Lagniappe
Brent Beshore: Business Brilliance and Happiness at Home
The Knowledge Project
#197 Michaeleen Doucleff: The 4 Biggest Mistakes Parents Make
The Knowledge Project
Graham Weaver – People-Driven Private Equity at Alpine
Capital Allocators – Inside the Institutional Investment Industry
Brian Halligan: Building HubSpot into a Multi-Billion Dollar Company
The Knowledge Project
How I Invested in 40+ Companies and Built a $1.9B AUM Investment Firm | John Caple Interview
HoldCo Builders
Paul, Rick & Friends - School's Out For Summer
Joys of Compounding
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
TIP653: Track Record and Risk w/ Guy Spier
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
BTC196: Bitcoin-powered Banking at Fold w/ Will Reeves (Bitcoin Podcast)
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge
Capital Allocators – Inside the Institutional Investment Industry
WTT: The Power of Private Equity
Capital Allocators – Inside the Institutional Investment Industry
Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
Steve Miller Band, The Joker, and the "pompatous" of love
Behind The Song
David M. Rubenstein, Co-Founder and Co-Chairman of The Carlyle Group and principal owner of the Baltimore Orioles and Host Todd S. Rich, Co-Founder and Partner of Declaration Partners
the declarations. podcast with Host Todd S. Rich
Daniel Yergin — Oil destroyed Hitler, fracking destroyed Putin
Dwarkesh Podcast
Urban Meyer: Selfless Teams
Glue Guys
Ravi Gupta - Bring Joy
Joys of Compounding
Matt Miller – Crossing the Energy Divide at Grey Rock
Capital Allocators – Inside the Institutional Investment Industry
Value After Hours S06 E33 Big Short's Vincent Daniel and Porter Collins on Gold, Oil, and Housing
The Acquirers Podcast
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
Matt Perelman & Alex Sloane - The Art of Franchise Investing
Invest Like the Best with Patrick O'Shaughnessy
Hedgeye Investing Summit Spring 2024 | Dan Rasmussen, Founder & CIO, Verdad Advisers
Hedgeye Podcasts
Hedgeye Investing Summit Fall 2024 | Dan Rasmussen, Founder and CIO of Verdad Advisers
Hedgeye Podcasts
Play Free
Glue Guys
Special situations in Europe and the UK with Investor Conor Maguire | Value After Hours S06 E37
The Acquirers Podcast
Aircraft hangars, mineral royalties, and gold with investor Mike Meixler | Value After Hours S06 E38
The Acquirers Podcast
[REPLAY] Steve Rattner – Overseeing Michael Bloomberg's Family Office
Capital Allocators – Inside the Institutional Investment Industry
Brad Briner - Family Office to Public Service
Capital Allocators – Inside the Institutional Investment Industry
Scott Bessent - Macro Maven
Capital Allocators – Inside the Institutional Investment Industry
Ruminating on Asset Allocation
The Memo by Howard Marks
Phil Ruvinsky - Sustainable Competitive Advantages in Technology
Value Investing with Legends
GROWTH AND PROFITABILITY
Grant's Current Yield Podcast
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
Morgan Housel: The Cost of Ego
Glue Guys
Roche CEO: Future of cancer treatment, AI in Medicine and Trial Challenges
In Good Company with Nicolai Tangen
The Harvard Endowment Is on the Verge of Losing Its Crown
Odd Lots
Apollo CEO: Private Markets, Investment Alpha and Risk Management
In Good Company with Nicolai Tangen
Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection
Capital Allocators – Inside the Institutional Investment Industry
Books — 2023
Endurance
Alfred Lansing
Poor Charlie’s Almanack
Charles T. Munger
Expanded Third Edition · The Donning Company · Eighteenth printing (2021). Read in 2023; returned to the Stripe Press edition in 2025.
Same as Ever
Morgan Housel
A favorite — read in 2023 and reread in May 2026.
Damn Right
Janet Lowe
Reread — first read in 2022.
Churchill
Paul Johnson
The Fund
Rob Copeland
The River
Peter Heller
The Splendid and the Vile
Erik Larson
Select Podcasts & Conversations — 2023
TIP519: The Education of a Value Investor by Guy Spier
We Study Billionaires
Fireside Chat with Tom Gayner, Markel Corporation
Value Investing with Legends
A Few Short Stories
The Morgan Housel Podcast
Everything You Can't Have
The Morgan Housel Podcast
Getting Rich vs. Staying Rich
The Morgan Housel Podcast
Lifestyles
The Morgan Housel Podcast
Low Expectations
The Morgan Housel Podcast
Play Your Own Game
The Morgan Housel Podcast
Rules of the Money Game
The Morgan Housel Podcast
The Highest Form of Wealth
The Morgan Housel Podcast
The Lifecycle of Greed and Fear
The Morgan Housel Podcast
The Spectrum of Wealth
The Morgan Housel Podcast
What Makes You Happy
The Morgan Housel Podcast
Taking The Temperature
The Memo by Howard Marks
Interview with Chris Bloomstran
The JRo Show
#404 Nighthawks and Automats: Edward Hopper's New York
The Bowery Boys: New York City History
TaylorMade – David Shapiro (KPS), (S2.EP.03)
Private Equity Deals
Fenway Sports Group – Ian Charles (Arctos) and Sam Kennedy (FSG), (S2.EP.01)
Private Equity Deals
EQT, Arvindh Kumar - Transformation and Carve Outs at Innovyze (S1, EP.5)
Private Equity Deals
Berkshire Partners, Kevin Callaghan and Larry Hamelsky – Culture and Compounding at Parts Town (S1, EP.04)
Private Equity Deals
Ted Seides on the World’s Elite Money Managers
Masters in Business
John Mack on Life Lessons From Financial Crisis
Masters in Business
Charlie Ellis on the Rules of Investing
Masters in Business
Chris Davis: Value Investing and a Legacy of Stewardship
Investing the Templeton Way
Ted Seides – A Deep Dive into Hedge Funds - [Invest Like the Best, EP.07]
Invest Like the Best
Shane Battier - The No-Stats All-Star - [Invest Like the Best, EP.304]
Invest Like the Best
Paul Orfalea - It’s About the Money - [Invest Like the Best, EP.299]
Invest Like the Best
Morgan Housel – Walking and Thinking - [Invest Like the Best, EP.04]
Invest Like the Best
David Einhorn - The Long and Short of Investing - [Invest Like the Best, EP.322]
Invest Like the Best
Brent Beshore – Cultivating a Disaster Resistant, Compound Interest Machine - [Invest Like the Best, EP.10]
Invest Like the Best
A Conversation with Charlie Munger & John Collison - [Invest Like the Best, EP.355]
Invest Like the Best
Todd Combs: Meeting Munger, Buffett and Joining Berkshire
I Am Home podcast
REPLAY || Ted Weschler on Berkshire, Buffet & Big Investments!
I Am Home podcast
What’s ahead for economies and markets in 2023?
Goldman Sachs Exchanges
Europe’s Energy Crisis: End in sight or far from over?
Goldman Sachs Exchanges
As China reopens, what’s ahead for commodities in 2023?
Goldman Sachs Exchanges
#136 Estée Lauder
Founders
William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301)
Capital Allocators
Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1, Capital Allocators EP. 300)
Capital Allocators
Seth Klarman – Timeless Value Investing (EP.328)
Capital Allocators
José E. Feliciano – Flexible Private Market Investing at Clearlake (Capital Allocators, EP. 297)
Capital Allocators
Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291)
Capital Allocators
Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292)
Capital Allocators
2022 Top Episode #4: Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game, EP. 261
Capital Allocators
2022 Top Episode #3: Paul Enright – Inside Long-Short Equity Investing, EP. 264
Capital Allocators
2022 Top Episode #2: Todd Boehly – The Next Berkshire Hathaway at Eldridge, EP. 223
Capital Allocators
2022 Top Episode #1: Sam Zell – Common Sense and Uncommon Profits, EP. 253
Capital Allocators
Markel: Playing The Long Game - [Business Breakdowns, EP. 102]
Business Breakdowns
First Citizens Bank: The Bank Buyers - [Business Breakdowns, EP.114]
Business Breakdowns
E116: Toxic out-of-control trains, regulators, and AI
All-In
Porsche (with Doug DeMuro)
Acquired
Nike
Acquired
Costco
Acquired
Judging Sam — The Trial of Sam Bankman-Fried
Against the Rules with Michael Lewis
The Trial of Sam Bankman-Fried · The Case Against SBF · Opening Statements · Going Infinite — Michael Lewis interview
The Art of Spending Money
The Morgan Housel Podcast
1994-Morning Session-BRK Annual Shareholders Meeting
Berkshire Hathaway Annual Shareholder Meetings (since 1994)
1994-Afternoon Session-BRK Annual Shareholders Meeting
Berkshire Hathaway Annual Shareholder Meetings (since 1994)
1995-Morning Session-BRK Annual Shareholders Meeting
Berkshire Hathaway Annual Shareholder Meetings (since 1994)
Joseph Baratta on the Future of Private Equity
Masters in Business
Coach Paul Assaiante – Leading People to Greatness (Capital Allocators, EP.307)
Capital Allocators – Inside the Institutional Investment Industry
Thoma Bravo's Behind the Deal Podcast (Capital Allocators, EP.308)
Capital Allocators – Inside the Institutional Investment Industry
Value After Hours S05 E12 Christopher Bloomstran, Berkshire Hathaway Review and State of Value
The Acquirers Podcast
Value After Hours S05 E13: Matthew Cochrane, History of Insurance and Gambling, Value, and Recession
The Acquirers Podcast
TIP548: Berkshire Hathaway Masterclass 2023 w/ Chris Bloomstran
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Ashby Monk – Investor Identity, Navigation, and Resilience
Capital Allocators – Inside the Institutional Investment Industry
Marc Lasry – Avenues of Opportunity
Capital Allocators – Inside the Institutional Investment Industry
Mastering the Art of Investing: A Deep Dive w/ Sam Zell
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
BTC130: Inscriptions & High Fees On Bitcoin L1 w/ Tuur Demeester (Bitcoin Podcast)
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
#1188 Brent Beshore | Millionaire Shares Secret To Buying Businesses
The Pomp Podcast
Robert Pickering - Blue Bood
A Book with Legs
Lauren Templeton – Investing the Templeton Way
A Book with Legs
The Broken Celtics, Miami’s Improbable Run, Denver’s Biggest Win Ever, and LeBron’s Next Move With Ryen Russillo
The Bill Simmons Podcast
2023-Part 1-BRK Annual Shareholders Meeting
Berkshire Hathaway Annual Shareholder Meetings (since 1994)
2023-Part 2-BRK Annual Shareholders Meeting
Berkshire Hathaway Annual Shareholder Meetings (since 1994)
Timeless Thoughts on Life & Investing with Arnold Van Den Berg
Investing the Templeton Way
100 to 1 in the Stock Market by Thomas Phelps
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Mohnish Pabrai's Presentation and Q&A at the University of Nebraska, Omaha on May 5 2023
Chai with Pabrai
Mohnish Pabrai's Q&A session with students at the JNV Lucknow on December 27, 2022
Chai with Pabrai
LVMH
Acquired
#295 I had dinner with Charlie Munger
Founders
#296 Bernard Arnault (The Richest Man in the World)
Founders
Robert Hagstrom - Warren Buffett: Inside the Ultimate Money Mind
A Book with Legs
Mohnish Pabrai's Interview at the Investor's Podcast on April 25, 2023
Chai with Pabrai
Rolex: Timeless Excellence
Invest Like the Best with Patrick O'Shaughnessy
Chris Sacca – Hustling to Save the Planet at Lowercarbon
Capital Allocators – Inside the Institutional Investment Industry
WTT – The Impermanence of Permanent Capital
Capital Allocators – Inside the Institutional Investment Industry
#23B The Best Selling Author Part 2 - William Green on Munger’s Verdict, Interviewing & Why Being a Bit Weird Helps
Behind the Balance Sheet
Mohnish Pabrai's Q&A session with the Finance Club of IIT Patna on May 10, 2023
Chai with Pabrai
Ep. 21: William Green on Charlie Munger, Good Parenting, and Secrets of a Happy and Abundant Life
The One Percent Show with Vishal Khandelwal
Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)
Capital Allocators – Inside the Institutional Investment Industry
WTT: Active Management Today is a Single Decision
Capital Allocators – Inside the Institutional Investment Industry
Sachin Khajuria and Brendan Ballou – Private Equity: Profit or Plunder?
Capital Allocators – Inside the Institutional Investment Industry
Porter Collins and Vincent Daniel - Big Shorts and Big Longs
Capital Allocators – Inside the Institutional Investment Industry
Fewer Losers, or More Winners?
The Memo by Howard Marks
Lee Ainslie - Hedge Fund Maverick
Invest Like the Best with Patrick O'Shaughnessy
Investing in Insurance Companies: Dynamic Compounding Opportunities with Nick Martin
Investing the Templeton Way
Todd Combs - Investing, The Last Liberal Art
Joys of Compounding
Alan Forman – Yale Endowment Real Estate
Capital Allocators – Inside the Institutional Investment Industry
Dmitry Balyasny – Multi-Strategy Platform at BAM
Capital Allocators – Inside the Institutional Investment Industry
Further Thoughts on "Sea Change"
The Memo by Howard Marks
#320 The Making of Winston Churchill Part 2
Founders
#321 Working with Jeff Bezos
Founders
#319 The Making of Winston Churchill Part 1
Founders
Sam Zemurray (The Fish That Ate the Whale)
Founders
Charlie Munger
Acquired
David Senra - Lessons from the Founder Historian
Joys of Compounding
Nicolai Tangen – Overseeing the Largest Sovereign Wealth Fund
Capital Allocators – Inside the Institutional Investment Industry
Aswath Damodaran - Making Sense of the Market Pt. 2
Invest Like the Best with Patrick O'Shaughnessy
Celebrating Charlie Munger w/ Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Brookfield CEO: Private vs. public markets, investment style and value creation
In Good Company with Nicolai Tangen
Books — 2022
The Psychology of Money
Morgan Housel
Second reading — first read in 2020.
Damn Right
Janet Lowe
Read in 2022; reread in 2023.
Principles for Dealing with the Changing World Order
Ray Dalio
Richer, Wiser, Happier
William Green
Reread — first read in 2021.
The Dhandho Investor
Mohnish Pabrai
Reread — first read in 2021.
The Education of a Value Investor
Guy Spier
Reread — first read in 2021.
Zero to One
Peter Thiel, Blake Masters
13 Hours
Mitchell Zuckoff, Annex Security Team
Benjamin Franklin: An American Life
Walter Isaacson
Berkshire Beyond Buffett
Lawrence A. Cunningham
Big Boy Rules
Steve Fainaru
Boundless
Nick Kostov, Sean McLain
Breaking History
Jared Kushner
Electrify
Saul Griffith
Fool's Gold
Gillian Tett
How to Invest
David M. Rubenstein
Market Mind Games
Denise Shull
Red Notice
Bill Browder
Rules of Civility
Amor Towles
Running with Purpose
Jim Weber
Shattered
Jonathan Allen, Amie Parnes
The Outsiders
William N. Thorndike
The Right Stuff
Tom Wolfe
The Warren Buffett Shareholder: Stories from Inside the Berkshire Hathaway Annual Meeting
Lawrence A. Cunningham, Stephanie Cuba
Thinking in Bets
Annie Duke
Trillion Dollar Triage
Nick Timiraos
Warren Buffett
Robert G. Hagstrom
Warren Buffett Speaks
Janet Lowe
Warren Buffett's Ground Rules
Jeremy C. Miller
When McKinsey Comes to Town
Walt Bogdanich, Michael Forsythe
Select Podcasts & Conversations — 2022
RWH008: Playing to Win w/ Investing Guru Mohnish Pabrai
We Study Billionaires
Mohnish Pabrai - The Value of Continuous Learning
Value Investing with Legends
Doug Leone of Sequoia Capital: global growth, partnering with legendary companies and the evergreen fund | E1403
This Week in Startups
#576: Morgan Housel — The Psychology of Money, Picking the Right Game, and the $6 Million Janitor
The Tim Ferriss Show
Whitney Baker, Totem Macro – How To Play A Once-In-A-Generation Opportunity in Emerging Markets | #387
The Meb Faber Show
Robert Cantwell, Upholdings - The Man Behind The First Hedge Fund to ETF Conversion | #384
The Meb Faber Show
Radio Show - Meb’s Thoughts on Angel Investing After Making 250+ Investments | #390
The Meb Faber Show
John Arnold – Why The Greatest Natural Gas Trader Walked Away To Pursue Philanthropy | #386
The Meb Faber Show
Jeremy Grantham, GMO – Short-Term Pessimist, Long-Term Optimist | #397
The Meb Faber Show
Orlando Bravo - The Art of Software Buyouts - [Invest Like the Best, EP. 257]
Invest Like the Best
486. “The Art Market Is in Massive Disruption.”
Freakonomics Radio
485. “I’ve Been Working My Ass Off for You to Make that Profit?”
Freakonomics Radio
484. “A Fascinating, Sexy, Intellectually Compelling, Unregulated Global Market.”
Freakonomics Radio
Warren Buffett — Investing Basics and Four Rules (TIP 001–003)
We Study Billionaires
TIP 001 — Investing Basics · TIP 002 — Investing Basics, Part 2 · TIP 003 — Four Rules
TIP441: Balancing Financial Goals With A Fulfilling Life w/ Peter Mallouk
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
BTC074: Bitcoin is Property w/ Eric Weiss (Bitcoin Podcast)
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
RWH004: Intelligent Investing w/ Jason Zweig
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
TIP442: Investing in Stocks w/ Mohnish Pabrai
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
TIP438: Berkshire Hathaway Masterclass w/ Chris Bloomstran
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
TIP437: Why Does The Stock Market Go Up? w/ Brian Feroldi
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Long-Term Investing w/ Tom Gayner
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
BTC008: Bitcoin & Macro Mastermind Discussion w/ Lyn Alden & Luke Gromen (Bitcoin Podcast)
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Berkshire Hathaway Part I
Acquired
Berkshire Hathaway Part II
Acquired
Edward Chancellor – Interest, Capitalism, & The Curse of Easy Money | #437
The Meb Faber Show - Better Investing
Marc Cohodes on SBF, Fraud, & The FTX Death Spiral | #456
The Meb Faber Show - Better Investing
Damien Bisserier and Alex Shahidi on Risk Parity & Investing for All Market Environments | #457
The Meb Faber Show - Better Investing
E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more
All-In with Chamath, Jason, Sacks & Friedberg
Sachin Khajuria – Two and Twenty, An Insider's Take on Private Equity
Capital Allocators – Inside the Institutional Investment Industry
Books — 2021
Too Big to Fail
Andrew Ross Sorkin
A favorite — read in 2021 and reread in 2025.
Richer, Wiser, Happier
William Green
Read in 2021; reread in 2022.
The Dhandho Investor
Mohnish Pabrai
Read in 2021; reread in 2022.
The Education of a Value Investor
Guy Spier
Read in 2021; reread in 2022.
All the Devils Are Here
Bethany McLean, Joe Nocera
American Kingpin
Nick Bilton
Buffett
Roger Lowenstein
Capital Allocators
Ted Seides
Den of Thieves
James B. Stewart
Empire of Pain
Patrick Radden Keefe
Firefighting
Ben S. Bernanke, Timothy F. Geithner, Henry M. Paulson Jr.
How I Invest My Money
Joshua Brown, Brian Portnoy
Lords of the Fly
Monte Burke
On the Brink
Henry M. Paulson Jr.
Tap Dancing to Work
Carol J. Loomis
The Art of Playing Defense
Whitney Tilson
The Big Short
Michael Lewis
The Contrarian
Max Chafkin
The Cult of We
Eliot Brown, Maureen Farrell
The Partnership
Charles D. Ellis
The Snowball
Alice Schroeder
The World for Sale
Javier Blas, Jack Farchy
Select Podcasts & Conversations — 2021
Ted Seides, Capital Allocators – I Want To Compound My Capital…But I Want To Do It Alongside Of People That I Respect And Trust | #293
The Meb Faber Show
Jacob Rubin, Philosophy Capital Management – I’ve Learned In This Business, You Want To Be Successful And Justify Charging A Fee, You Swing The Bat | #295
The Meb Faber Show
Dan Rasmussen, Verdad Advisers - A Lot Of These Regime Changes Happen Around Recessions And Crises | #294
The Meb Faber Show
Paul Enright - The Buy Side Primer - [Invest Like the Best, EP. 222]
Invest Like the Best
The Late Herb Kelleher - Founder of Southwest Airlines
Coffee with the Greats
Jeremy Zimmer - Co-Founder and CEO of United Talent Agency
Coffee with the Greats
David Rubenstein - Co Founder of The Carlyle Group
Coffee with the Greats
Sandra Robertson – Oxford’s Queen of Endowment Management (Capital Allocators, EP.130)
Capital Allocators
Sandra Robertson – Calibrating Oxford’s Portfolio in a Crisis (Capital Allocators, EP.131)
Capital Allocators
Private Equity Masters 1: John Toomey – HarbourVest Partners (Capital Allocators, EP.200)
Capital Allocators
Paula Volent – Star Endowment Manager’s Next Act at Rockefeller University (Capital Allocators, EP.219)
Capital Allocators
Max Frumes and Sujeet Indap –Inside the Sausage Factory of the Caesar’s Restructuring (Capital Allocators, EP.209)
Capital Allocators
Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
Capital Allocators
Listened again in 2021; also listed under 2020.
Jeremy Grantham – GMO (Manager Meetings, EP.01)
Capital Allocators
Greg Fleming – Building and Running Rockefeller Capital Management (Capital Allocators, EP.125)
Capital Allocators
Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)
Capital Allocators
Charley Ellis – The Magic of David Swensen (Capital Allocators, EP.197)
Capital Allocators
Bruce Martin – Still Lake Capital [Manager Meetings, EP.7)
Capital Allocators
Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)
Capital Allocators
Brent Beshore - Micro Buyout Adventur.es (Capital Allocators, EP.79)
Capital Allocators
[REPLAY] Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
Capital Allocators
[REPLAY] Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)
Capital Allocators
Books — 2020
The Psychology of Money
Morgan Housel
First reading — returned to it in 2022 and 2024.
The Greatest Trade Ever
Gregory Zuckerman
Rise and Kill First
Ronen Bergman
The Monuments Men
Robert Edsel, Bret Witter
Billion Dollar Loser
Reeves Wiedeman
Black Edge
Sheelah Kolhatkar
Facebook
Steven Levy
Petty: The Biography
Warren Zanes
Superpower
Russell Gold
The Buy Side
Turney Duff
Wenger
Arsène Wenger
Select Podcasts & Conversations — 2020
Andrew Golden – Navigating Princeton’s Endowment Through (Another) Crisis (Capital Allocators, EP.133)
Capital Allocators
Chamath Palihapitiya – The Social Capital Flywheel (Capital Allocators, EP.167)
Capital Allocators
Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
Capital Allocators
Also listened again in 2021.
Jamie Dimon - Chairman and CEO of JPMorgan Chase
Coffee with the Greats
Books — 2019
Boomerang
Michael Lewis
No One Would Listen
Harry Markopolos
The Big Rich
Bryan Burrough
The Man Who Solved the Market
Gregory Zuckerman
The Panama Papers
Frederik Obermaier, Bastian Obermayer
What It Takes
Stephen A. Schwarzman