Once the realm of amateurs, podcasts have proven themselves to be among today’s top formats for building one’s skills and perspectives. They can feature interviews with the top minds and players that otherwise would be completely inaccessible to the public. And, with their audio format, podcasts can be absorbed while driving or doing other activities.
Like all topics, however, there are hundreds of investing podcasts. Finding the rare few that provide intelligent, hype-free insights that value investors find worthy of their time can be exceptionally difficult. As a value investor, I’ve wasted countless hours in the car listening to promising podcasts, only to be disappointed by often shallow analysis and mindless advice.
However, I’ve also found a few gems that are well worth the time and are on my regular rotation. Listed below are some of the best podcasts I’ve found so far. Most are available for free on Spotify, Apple or wherever you access podcasts.
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6 Investing Podcasts Focused on Value Investing Themes
Business Breakdowns – This gem digs into the details of what makes top-performing companies work so well. The podcast thoughtfully interviews “industry veterans, investment professionals, and corporate executives to explain the inner workings of public stocks and private businesses” and includes breaking down “their history, business model, financial statements, secret sauce, and bull/bear case.” For those wanting to better understand businesses from the inside, this is an investing podcast series to follow.
The David Rubenstein Show: Peer-to-Peer Conversations – Hosted by David Rubenstein, the co-founder and co-chairman of private equity firm The Carlyle Group, this podcast features interviews with managements and other business leaders. Recent guests include Jane Fraser (CEO, Citigroup), Brian Armstrong (CEO, Coinbase), Laurene Powell Jobs and Reid Hoffman (founder, Linked-In). Rubenstein’s lifetime of experiences and accomplishments allows him to bring a truly “peer” perspective to his talks.
Consuelo Mack Wealthtrack – Each Friday evening, Consuelo Mack interviews top investors and financial market commentators on her highly regarded PBS television show. After the broadcast, the audio is available in podcast form. Mack’s show has been called the “Cramer Antidote” by the financial press. She brings immense credibility: award-winning senior editorial roles at The Wall Street Journal, years of direct experience at highly regarded investment firms, playing a critical role in the Wall Street Journal alliance with CNBC, anchor of Louis Ruikeyser’s “Wall Street Week,” founder of the award-winning Business Times morning business show, and winner of several lifetime awards for women in journalism.
The Memo by Howard Marks, Oaktree Capital Management - Marks co-founded and runs Oaktree Capital Management and is widely considered one of today’s icons of value investing. His written memos are legendary for their perspective on the investment landscape and their general business insights. These memos are now available in podcast form narrated by Marks himself. Conversations led by other notables from Oaktree’s capable leadership team provide additional podcasts between Marks’ memo releases.
Against the Rules with Michael Lewis – This podcast can help listeners see beyond what is featured in trendy media, a key trait of successful investors. The website’s description says it all: “Journalist and bestselling author Michael Lewis takes a searing look at what’s happened to fairness in American life through the lens of people who depend on public trust. After exploring what’s happened to referees and coaches, the third season of Against the Rules tackles what’s happened to our trust in experts and expertise. An expert has probably saved your life more than once. So why is it so hard to judge who the real experts are? And why, once we’ve found them, do we struggle to listen to what experts have to say? In this season, we meet oceanographers and baseball writers, nurses and former gang members — people who don’t have a lot in common but the mixed blessing of their expertise.”
The Business Brew with Bill Brewster – Brewster is a private investor and podcaster who interviews “portfolio managers, Wall Street sell side analysts, buy side analysts, private investors, owner operators, and anyone that is willing to go in depth about running a company/division.” His show provides insights into various investing and business philosophies with a strong underlying Buffett/Munger-driven theme. The Business Brew has featured illuminating discussions with top minds across the capital markets spectrum.
The Cabot Turnaround Letter’s buy recommendations—with an annualized return of 29.9% over the last three years, compared to the S&P500’s annualized return of 13.7%—offer quality turnaround stock ideas, commentary on the markets and other topics relevant to contrarian and value investors, all supported by our rigorous methodology, research and analysis. Let us help you sort through the market to find the best contrarian and turnaround stocks.
Best regards,
Bruce Kaser
Chief Analyst
Cabot Turnaround Letter and Cabot Undervalued Stocks Advisor
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