Hello there. I'm David. I read Wikipedia. Each week I transport a small slice of wikipedia directly into your ear holes. You're welcome.
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David Gilbertson Podcasts
Welcome to Under the Miniscope, a conversational-style Doctor Who fan podcast from the husand-and-wife team of Sarah and Andrew Gilbertson. Here you'll find discussions of specific stories and general topics ranging all throughout Doctor Who's 49-year-run, from William Hartnell's First Doctor (and the oft-under-discussed Black and White era of Who) to Matt Smith's Eleventh.
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Value investing is more than an investment strategy — it’s a fundamental way of thinking about finance. Value investing was developed in the 1920s at Columbia Business School by professors Benjamin Graham and David Dodd, MS ’21. The authors of the classic text, Security Analysis, Graham and Dodd were the very pioneers of their field and their security analysis principles provided the first rational basis for investment decisions. Despite the vast and volatile changes in the economy and secur ...
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Welcome to the "Speaking of Wealth" podcast showcasing profit strategies for speakers, publishers, authors, consultants, and info-marketers. Learn valuable skills to make your business more successful, more passive, more automated, and more scalable. Your host, Jason Hartman interviews top-tier guests, bestselling authors and experts including; Dan Poynter (The Self-Publishing Manual), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door), Dan Millman (Way of the Peaceful Warrior) ...
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Kristin Gilbertson - Risk, Resilience, and Returns
50:23
50:23
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50:23
In this episode, hosts Tano Santos and Michael Mauboussin speak with Kristin Gilbertson, CIO of Access Industries and former CIO of the University of Pennsylvania Endowment. Kristin shares her early interest in economic development and her unique journey through the World Bank, Stanford Management Company, and into managing a major university endow…
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Seth Klarman - Contrarian Investing, Discipline, and Building Baupost
55:28
55:28
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55:28
In this episode, host Michael Mauboussin sits down with Seth Klarman, CEO and portfolio manager of The Baupost Group. One of the most influential practitioners of value investing, Seth shares his formative stories — from arbitraging coins as a kid to launching Baupost in 1982 — and reflects on his decades-long investment philosophy. They explore ti…
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Kent Daniel — From Physics to Finance: Exploring Market Inefficiencies
1:11:53
1:11:53
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1:11:53
In this episode of Value Investing with Legends, Tano Santos and Michael Mauboussin sit down with Kent Daniel, Professor of Finance at Columbia Business School, to discuss his journey from physics at Caltech to leading research in behavioral finance and quantitative investing. Kent shares insights from his academic work and his years at Goldman Sac…
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Cliff Asness — Quant Origins, Value Crashes, and Market Inefficiencies
1:25:01
1:25:01
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1:25:01
In this episode, Cliff Asness joins Tano Santos and Michael Mauboussin for a conversation that spans the evolution of quantitative investing, lessons from market crises, and the enduring tension between risk and behavioral explanations in finance. From his formative years at the University of Chicago under Gene Fama to building AQR into a quant pow…
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Phil Ruvinsky - Sustainable Competitive Advantages in Technology
37:23
37:23
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37:23
In this episode, Michael Mauboussin, adjunct professor at Columbia Business School, hosts Phil Ruvinsky, Managing Director and Head of the Fundamental U.S. Growth Team at BlackRock. With extensive experience in the investment industry, Phil shares his journey from law to finance, discusses his investment philosophy, and explains the importance of s…
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Anu Bradford - EU Influence, Big Tech Challenges, and the Future of Digital Governance
1:01:19
1:01:19
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1:01:19
In this episode, hosts Tano Santos and Michael Mauboussin speak with Anu Bradford, the Henry L. Moses Professor of Law and International Organization at Columbia Law School, to discuss the intricate dynamics of global technology regulation. Anu is recognized for her deep expertise in international economic law. Her pivotal books "The Brussels Effec…
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Jonathan Knee - The Platform Delusion and the Intricacies of Digital and Analog Platforms
1:04:01
1:04:01
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1:04:01
In today's discussion, Jonathan Knee, a distinguished advisor at Evercore Partners and Professor of Professional Practice of Media and Technology at Columbia Business School, explores the themes of his influential work, "The Platform Delusion." Jonathan's insights stem from a rich career in both the banking and academic sectors, bringing a nuanced …
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507: Unlocking Business Succession: The Power of ESOPs with Keith Butcher
24:48
24:48
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In an interview with Jason Hartman, Keith Butcher, founder of Butcher Joseph, discusses business succession and Employee Stock Ownership Plans (ESOPs). With many business owners approaching retirement, ESOPs offer a tax-efficient way to transition ownership to employees. This model enhances employee retention and loyalty, providing long-term retire…
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James Bessen - Understanding the Tech Paradigm
45:54
45:54
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In the third episode of Season 10, hosts Tano Santos and Michael Mauboussin speak with James Bessen, Executive Director of the Technology and Policy Research Initiative at Boston University. Delving into the intricacies of technological advancement and market dynamics, Bessen shares his insights on the evolving landscape of competition and innovati…
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Jan Hummel - Deep Diligence at Paradigm Capital
48:46
48:46
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48:46
In this episode, Tano Santos sits down with Jan Hummel, CIO of Paradigm Capital, revisiting his investment strategies and exploring the nuanced dimensions of risk management in the evolving European asset landscape. Jan discusses the foundational investment philosophy of Paradigm Capital, emphasizing risk minimization and the strategic deployment o…
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In this heartfelt episode, we pay tribute to Charlie Munger, the visionary vice chairman of Berkshire Hathaway who recently passed away. Joining us is Todd Combs, an investment officer at Berkshire Hathaway and a close acquaintance of Munger. Todd shares personal anecdotes and insights into Munger's profound influence on the investment world and hi…
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Kim Lew - The Dynamics of Risk Management and Asset Allocation
1:03:18
1:03:18
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Today's discussion with Kim Lew, President and CEO of the Columbia Investment Management Company, traverses her unique journey from her roots in the Bronx to managing a prominent Ivy League endowment. Kim shares her insights on navigating the intricate world of investment management, particularly in risk management and asset allocation. With a care…
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506: Navigating the Storm: A CEO's Tale of Business Triumph in Turbulent Times
20:45
20:45
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20:45
Jason interviews Johnny Serpilla, former President of Camping World, about his book, "Life is Hard, but I'll be Okay", and his experiences in leadership and business. Johnny emphasizes the importance of approaching life with one heart and mind, the role of gratitude in leadership, and the impact of personal problems on work. Johnny also discusses t…
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John Armitage - Navigating Macroeconomic Shifts
51:35
51:35
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51:35
In the complex world of financial markets and economic fluctuations, John Armitage, a seasoned investment maestro, sits down with us today. As the chief strategist behind the success of Egerton Capital, Armitage brings his profound insights into navigating the complexities of portfolio management and the subtle art of risk-taking in fluctuating mar…
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Nicolai Tangen - Decision-Making and Intuition in Investing
44:45
44:45
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44:45
In the intricate dance of market movements and economic trends, it takes a discerning eye to discern patterns and make strategic decisions. Enter Nicolai Tangen, the astute CEO of Norges Bank Investment Management, who joins hosts Michael Mauboussin and Tano Santos on Value Investing with Legends. A connoisseur of art history and asset management, …
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John Rogers - The Power of Patience
1:00:14
1:00:14
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John Rogers isn't just a successful investor; he's an industry titan. As the founder of a reputable investment firm, he's made a name for himself with his contrarian value investing strategies. But he's not just a practitioner; he's an educator, avidly reading and contributing to seminal works in investment literature. John’s journey began with an …
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Sheldon Stone - Liquidity, Covenants, and Capital Availability
1:02:15
1:02:15
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1:02:15
Navigating the investment world is an enormous task, especially when looking at company numbers and the people running them. That's why we're thrilled to have Sheldon Stone on the show. Sheldon was the first in his family to go to college, attending the highly respected Bowdoin College. He was part of a remarkable class of 225 students, an experien…
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Ray Dalio - Risk, Return, and Asset Allocation
59:46
59:46
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59:46
Navigating the complex world of wealth creation and financial history can be daunting. That's why our guest, Ray Dalio, places a strong emphasis on understanding the evolution of wealth, the current economic landscape, and the patterns that govern financial markets. As an iconic investor and author, Ray offers a wealth of knowledge backed by years …
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505: Protecting Your Online Reputation: Expert Insights from Matt Earle | Reputation.ca
27:38
27:38
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27:38
In this interview, Matt Earle from Reputation.ca discusses the problem of online reputation damage and how it can affect individuals and businesses. When negative or false information appears in Google search results, it can harm a person's reputation. Reputation.ca focuses on deleting harmful content whenever possible, but it's challenging when de…
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Fireside Chat with Tom Gayner, Markel Corporation
39:03
39:03
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Today’s conversation is a special one. I’m delighted to share my fireside chat with Markel Corporation’s Tom Gayner from our 26th Annual CSIMA Conference. With decades of industry experience, Tom joined us to share insights into how Markel has differentiated itself from others in the insurance industry and the investment approach and philosophies t…
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Scott Hendrickson - An Unmasking of Quality
52:18
52:18
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52:18
When evaluating a company, getting a clear picture of all the relevant factors can be challenging. That’s why today’s guest, Scott Hendrickson, heavily emphasizes management quality and companies where diligence can provide a high level of conviction. As a Columbia Business School graduate and adjunct professor, Scott is both a practitioner and a t…
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Bill Nygren - Fundamental Investing From A Generalist’s Perspective
1:05:06
1:05:06
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With the constant evolution of the asset management industry, investors need to stay a step ahead to justify earning an active management fee. With over 40 years of experience in the industry, this is a lesson that today’s guest, Bill Nygren of Harris Associates, instills in the younger analysts he mentors. Bill is a true legend of value investing …
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Angela Aldrich - Developing A Differentiated View
1:05:27
1:05:27
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One of the most exciting things in our industry is finding young investment managers who are incredibly bright, hard-working, and well-trained in the investment process. Our guest today, Angela Aldrich, fits that bill perfectly. Angela is the co-founder of Bayberry Capital Partners, a hedge fund with a half-billion dollars in assets based in New Yo…
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Charley Ellis - The Evolution of the Asset Management Industry
1:15:38
1:15:38
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1:15:38
Over the past several decades, asset management has transformed from a small industry with a few experts competing against a majority of amateurs in the market to a market saturated with well-equipped and highly resourced experts competing against each other. When I think about my pantheon of all-time great investment thinkers and writers, our gues…
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Felix Oberholzer-Gee - The Competitive Advantage of Value-Based Strategy
1:10:46
1:10:46
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Success comes from value creation. For a strategic initiative to create value, it must increase willingness to pay or decrease willingness to sell. Otherwise, the resources expended will not flow into profitability. Today’s discussion is one I was looking forward to because we’re focusing on value-based strategy frameworks and using strategic analy…
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Mitch Julis - Finding the Opportunity in Complexity
1:21:48
1:21:48
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To be a good value investor, you must be a good credit analyst. Over the years, I learned so much from the many investors I’ve met through Heilbrunn. I’ve shamelessly incorporated these ideas and insights into my lecture notes and the curriculum. Today’s guest is one such person. Mitch Julis has had a disproportionately large impact on both my thin…
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Andrew Wellington & Dan Kaskawits - Finding the Gems Amid the Junk
1:12:58
1:12:58
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“Right next to the really cheap junk, there are some really cheap gems." Welcome to a new season of the Value Investing with Legends podcast! We're delighted to welcome our first guests for the season, Andrew Wellington and Dan Kaskawits from Lyrical Asset Management. In 2008, Andrew started the firm with three core pillars of investing: value, qua…
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