Best Value Stock Geek Podcasts (2025)

1
The 60/40 Comeback, Nvidia Earnings & a Powell Pivot 38:50

Play Pause

12d ago38:50

38:50

In episode 43 of Market Enthusiast, Noah Brooks and Chris Needs break down three big market themes: the return of the classic 60/40 portfolio, Nvidia’s much-anticipated earnings, and Jerome Powell’s shift in tone on rate cuts. They also dig into tariffs, small-cap momentum, and the future of self-driving cars. Tune in for insights, context, and a r…

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Jared Dillian: Rule 62 59:27

21d ago59:27

59:27

In this episode, Jared Dillian returns to the podcast. We’ve talked before and I encourage you to check out those episodes, discussing his short story collection (Night Moves) and his personal finance book, No worries. For those unfamiliar with his work, Jared was previously a trader at Lehman Brothers, writes the Daily Dirtnap financial newsletter…

1
Markets Soar, Data Wobbles: The Fed’s Tightrope Act 41:02

26d ago41:02

41:02

In episode 42 of Market Enthusiast, Noah and Chris break down the S&P 500’s latest all-time high, the hotter-than-expected PPI report, and what rising wholesale prices could mean for future inflation. They explore the latest jobs data and surprising revisions, discuss the challenges facing the Bureau of Labor Statistics, and consider how tariffs ar…

1
Nick Maggiulli: The Wealth Ladder 55:45

28d ago55:45

55:45

Today I’m speaking with Nick Maggiulli. Nick is the COO of Ritholtz Wealth Management. His blog, Dollars and Data, explores a variety of financial topics with actual data & facts as opposed to vague opinions, which is what a lot of financial blogs do. He’s a returning guest to the podcast. We previously discussed his book, Just Keep Buying. Today, …

1
GDP Rebounds, Rate Cuts Delayed, and Kiss Cam Chaos 30:34

1M ago30:34

30:34

In Episode 41 of Market Enthusiast, hosts Noah Brooks and Chris Needs break down the latest Federal Reserve meeting, market performance, and key economic indicators shaping investor sentiment. Recorded just hours after the Fed’s announcement to hold rates steady, the episode covers why the central bank paused, who dissented (hint: Waller and Bowman…

1
From Japan to Jackson Hole: What’s Next for Markets and the Fed? 43:51

2M ago43:51

43:51

In Episode 40 of Market Enthusiast, Noah and Chris dive into the U.S.–Japan trade deal and the ripple effect it's having on global markets, with the S&P 500 and international indexes hitting all-time highs for the first time since 2017. They cover the value vs. growth shift, strength in small and mid-caps, inflation updates, Fed policy outlook, and…

1
Heatwaves and Highs: Markets Sizzle Despite Global Tensions 36:40

3M ago36:40

36:40

In Episode 39 of Market Enthusiast, Noah Brooks and Chris Needs break down the heat—literally and financially. As record-setting temperatures scorch the East Coast, markets remain red-hot despite rising geopolitical tensions, including U.S. airstrikes in Iran. They discuss why investors stayed calm, what’s driving oil and energy stocks, and how tar…

1
Buffett: The Making of an American Capitalist 1:14:21

3M ago1:14:21

1:14:21

This is a discussion between Matt Cochrane & I about Buffett: The Making of anAmerican Capitalist by Roger Lowenstein. This was the first biography of Warren Buffett, published in 1995, and it remains one of the best. It was written when Buffett was already an investing legend, one of the wealthiest men in the world, and well-known in the investing…

1
AI Meets the Grid: Powering the Next Market Cycle 41:01

3M ago41:01

41:01

In Episode 38 of Market Enthusiast, Noah Brooks and Chris Needs dive into a whirlwind of economic forces shaping mid-2025. From market rebounds following early-year panic to the surprising outperformance of Europe, they cover what’s driving investor optimism. The duo tackles inflation trends, Fed policy, the housing market standstill, and the real …

1
$30M in Crypto or Grandma’s China: What Would You Let Go Of? 44:29

3M ago44:29

44:29

In Episode 37 of Market Enthusiast, Noah and Chris break down why the S&P 500 ending right where it started the year doesn’t mean “nothing happened.” They explore how long-term investors and global diversification have quietly come out ahead, with Nvidia’s earnings and AI’s rebound leading the charge. From a crypto investor who endured torture to p…

1
JL Collins: Part 2 1:01:39

4M ago1:01:39

1:01:39

JL Collins is the godfather of financial independence. This is my second conversation with JL and I encourage you to check out the first one. He is the author the most iconic books about personal finance and financial independence - The Simple Path to Wealth. He is an advocate of index investing and the power of saving large percentages of income. …

1
Investor Takeaways from Buffett & Another Dip Worth Buying? 50:03

4M ago50:03

50:03

In Episode 36 of Market Enthusiast, Noah and Chris discuss the recent rally of the S&P 500, analyzing the factors contributing to the market's comeback after significant downturns. They delve into Warren Buffett's investment philosophy and legacy, emphasizing the importance of long-term thinking over short-term performance. The discussion also cove…

1
Buffettology 1:02:34

4M ago1:02:34

1:02:34

In this podcast, Matt Cochrane and I discuss Buffettology, a book written in the late 1990’s by Mary Buffett. She wrote this book about what she learned about Buffett’s investing methods from when she was married to Peter Buffett. I think that the book is a pretty good summary of Buffett’s investing approach, especially for people that are unfamili…

1
Buying the Dip and Betting on Diversification 42:57

4M ago42:57

42:57

In Episode 35 of Market Enthusiast, Noah and Chris discuss the current economic landscape, including recent GDP data, job reports, and market reactions to tariffs. They explore investment strategies, the impact of geopolitical events on global trade, and reflect on historical parallels, particularly regarding the situation in Ukraine and Taiwan. Th…

1
Tariff Pause: Market Momentum or Short-Lived Relief? 39:04

5M ago39:04

39:04

In Episode 34 of Market Enthusiast, Noah and Chris unpack the recent surge in market volatility driven by tariff reversals and escalating US-China trade tensions. From tech restrictions and Taiwan to shifting manufacturing trends and investment opportunities, they explore the forces reshaping global trade—and the lasting role of the US dollar at th…

1
100 Baggers 1:01:11

5M ago1:01:11

1:01:11

Today’s podcast is a discussion between Matt Cochrane and I about 100 Baggers: Stocks That Return 100-to-1 and How To Find Them, by Chris Mayer.A 100 bagger is a stock that increases by 100-1. In other words, $10,000 turns into $1,000,000. Breaking it down mathematically, a 14% return achieves a 100 bagger in 35 years. A 20% return does it in 25. 2…

1
Markets on Pause: Tariffs, Tech, and What's Next 38:06

5M ago38:06

38:06

In Episode 33 of Market Enthusiast, Noah and Chris discuss various aspects of the current market landscape, including the implications of new tariffs, the resilience of the American consumer, and the evolving role of AI and robotics in the job market. They also delve into the dynamics of IPOs and the upcoming jobs report, emphasizing the uncertaint…

1
Cait Flanders - Getting out of Debt, Minimalism, & Mindful Consumption 55:04

5M ago55:04

55:04

Cait is a Canadian writer who first gained recognition with her blog, Blonde on a Budget, where she documented her journey of paying off $30,000 in debt. That experience became the foundation for her exploration of minimalism, mindful consumption, and intentional living. She later wrote a bestselling book - The Year of Less - where she took on a ye…

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Dan Rasmussen - The Humble Investor 50:45

6M ago50:45

50:45

Dan Rasmussen is the founder and portfolio manager at Verdad. Verdad runs capital with rules-based ideas and a strong focus on leveraged small cap value stocks. He has published fascinating research across multiple topics. Today we’re going to talk about his new book, The Humble Investor, which summarizes many of his key ideas for a wide audience. …

1
The Sixth Fastest Correction in History: Buying Opportunity or Major Red Flag 42:26

6M ago42:26

42:26

In Episode 32 of Market Enthusiast, Noah and Chris break down the recent 10% market correction—one of the fastest in history. They discuss what’s driving the downturn, whether it’s a buying opportunity, and how interest rates, sector rotations, and global trends play a role. Plus, they expose a shocking romance scam that cost an investor thousands.…

1
Philoinvestor: Part 2 1:00:27

6M ago1:00:27

1:00:27

Today I am speaking with Philoinvestor. His process combines business analysis with a macro overlay and he writes on substack about his ideas. He is a returning guest to the podcast. We last spoke a year ago and I encourage you to check out that podcast. Links: * Philoinvestor Twitter feed: https://twitter.com/philoinvestor * Philoinvestor Substack…

1
Social Security: Will It Be There When You Retire? 42:26

6M ago42:26

42:26

In episode 31 of Market Enthusiast, Noah Brooks and Chris discuss the current state of the market, highlighting the volatility and economic uncertainty following recent elections. They delve into government spending, budget concerns, and the implications of potential recession indicators, including job market dynamics. The conversation shifts to th…

1
A Different Kind of Magic Formula (Solo Episode) 23:04

6M ago23:04

23:04

Today’s podcast is solo. I discuss the stock list, which is my version of the magic formula. Links * Ben Graham’s Low P/E, Low Debt/Equity Method: https://alphaarchitect.com/wp-content/uploads/2011/04/Simple-and-Easy-Approach-Medical-Economics-Graham-1976.pdf * The Little Book that Beats the Market: https://www.amazon.com/Little-Still-Market-Books-…

1
Alex Morris: Buffett and Munger Unscripted 50:50

7M ago50:50

50:50

This podcast is a conversation with Alex Morris, who writes the Science of Hitting substack, where he performs deep dives & diligence into companies and posts real time updates about his personal portfolio. Alex is a returning guest, and I encourage you to check out our previous podcasts. Today we are talking about his new book, Buffett & Munger Un…

1
Jamie Dimon vs. Work From Home: Is Productivity Suffering? 35:59

7M ago35:59

35:59

In episode 30 of Market Enthusiast, Noah and Chris discuss their experiences watching the Super Bowl, the current state of the market, and the impact of recent economic trends. They delve into the tech industry's performance, the effectiveness of Super Bowl commercials, and the ongoing debate about remote work. The conversation also touches on infl…

1
The Big Short 1:06:18

7M ago1:06:18

1:06:18

Matt Cochrane and I discuss The Big Short by Michael Lewis. On our last podcast, we talked about Liar’s Poker, Michael Lewis’ book about the bond market in the 1980’s. The Big Short is very much the sequel to Liar’s Poker and it chronicles multiple investors who shorted the housing bubble of the 2000’s. Links. The Big Short: Inside the Doomsday Mac…

1
Tech Stumbles, Markets Gain: January Recap & a Deepseek Deep Dive 35:51

7M ago35:51

35:51

In episode 29 of Market Enthusiast, Noah Brooks and Chris Needs analyze January's market performance, focusing on the tech sector's challenges amid overall positive trends. They explore China's progress in AI technology and its impact on the U.S. market, particularly for Nvidia. The discussion expands to the AI race as a potential new Cold War and …

1
Brett Gardner: Buffett's Early Investments 52:09

7M ago52:09

52:09

Brett Gardner is author of the book Buffett’s Early Investments. The book analyzes key Buffett investments from the 1950’s and 1960’s, a period in which he had his most extraordinary returns. During the partnership years (1957-69), Buffett put together one of the greatest investment track records of all time, earning an astounding 29.5% CAGR withou…

1
Liar's Poker 1:00:22

7M ago1:00:22

1:00:22

Matt Cochrane & I are reuniting to discuss Liar’s Poker by Michael Lewis. Liar’s Poker is Michael Lewis’s first book about his time working at Salomon Brothers in the 1980’s. Liar’s Poker chronicles an extraordinary boom on Wall Street in the 1980s and serves as an expose and cautionary tale about the excesses of Wall Street. The world has changed …

1
Rising Risks: Insurance, Natural Disasters, and Market Impact 43:34

8M ago43:34

43:34

In episode 28 of Market Enthusiast, Noah Brooks and Chris Needs dive into key market trends, including population shifts, challenges in disaster-prone areas, and the evolving insurance landscape. They explore the implications of political changes on labor and rebuilding efforts, shifts in energy production, and the future of electric vehicles. The …

1
Nelson: Canadian Dividend Investing, Part 2 1:06:34

8M ago1:06:34

1:06:34

Today I am talking with Nelson, the Canadian Dividend Investor. He has been on the podcast before. We had a previous episode where we discussed his investing process. We also discussed two investing classics, the Snowball, Warren Buffett’s biography, and discussed the life of Peter Cundill. Today we’re going to catch up and talk about current marke…

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2025 Market Outlook: Don’t Bet Against America 1:07:31

8M ago1:07:31

1:07:31

In episode 27 of Market Enthusiast, Noah Brooks and Chris Needs discuss key 2024 financial trends, including political impacts, sector performance, and 2025 predictions, with a focus on challenges in tech, healthcare, and real estate. They highlight the need for change in commission structures, the role of tech in inflation, and offer financial adv…

1
Jason Buck: The Cockroach Portfolio 1:03:48

8M ago1:03:48

1:03:48

Jason Buck is the CIO of Mutiny Funds. He specializes in volatility, options hedging, and portfolio construction. I wanted to speak to him because I like his concept of a cockroach portfolio – a portfolio well designed to survive in many different environments. This podcast covers concepts like trend following, tail risk hedging, and managed future…

1
Putting a Bow on 2024: Keep Your Eye on the Prize 24:16

8M ago24:16

24:16

In this year-end episode 26 of Market Enthusiast, Noah Brooks and Chris Needs reflect on the significant market growth of the year, discuss personal New Year's resolutions, and delve into retirement planning strategies. They also touch on the passing of former President Jimmy Carter, the ongoing concerns surrounding COVID-19, and the implications o…

1
Nine Down Days: A Historic Market Slump 41:09

9M ago41:09

41:09

In episode 25 of Market Enthusiast, Noah Brooks and Chris Needs discuss the current state of the market as they reflect on a profitable year, despite recent downturns. They explore the economic outlook for 2025, including potential Federal Reserve policies and their implications for inflation and interest rates. The conversation shifts to investmen…

1
Daniel Crosby: The Soul of Wealth 51:09

9M ago51:09

51:09

Today I’m speaking with Daniel Crosby. He has been on the podcast before and I encourage you to check out that episode, where we discussed his background and his book, The Behavioral Investor. He is a trained psychologist and a financial advisor. Today we are going to talk about his new book, The Soul of Wealth. Links * The Soul of Wealth: https://…

1
Sam Walton: Made in America 1:00:50

9M ago1:00:50

1:00:50

Today Matt Cochrane & I are discussing a great business book, Sam Walton: Made In America. The book is Sam Walton’s autobiography and guiding you through the life of Sam Walton and the tremendous growth phase of Wal Mart from the 1960’s through the early 1990’s. Links: * The book, Sam Walton, Made in America. https://www.amazon.com/Sam-Walton-Made-…

1
Markets, Tariffs, and Turkey Leftovers: Post-Holiday Insights 37:13

9M ago37:13

37:13

In episode 24 of Market Enthusiast, Noah Brooks and Chris Needs discuss their Thanksgiving experiences, including food traditions and reflections on the holiday. They then transition into a detailed analysis of market performance post-election, highlighting Bitcoin's rise and the flat performance of China. The conversation shifts to concerns about …

1
Jared Dillian: Market Update & His Latest Short Story Collection 42:52

9M ago42:52

42:52

In today’s episode, Jared Dillian returns to the podcast. We last spoke a year ago about a collection of his essays, Those Bastards, and his personal finance book, No Worries. For those unaware, he previously worked as a trader at Lehman Brothers and writes the popular Daily Dirtnap newsletter. Today we’re going to talk about the current financial …

1
Solo Episode: Berkshire's Cash Position, Passive Flows, and more 35:18

10M ago35:18

35:18

Today’s episode is a solo episode where I answer questions from Twitter. Topics covered: * Berkshire’s cash position. * Sell rules. * Passive flows. * Interest rates & stock valuations. * Lessons from the SMCI crash. * The role of bonds in a portfolio. * General rules about ETF’s. * Stock market valuations. * Ulta & Nike. Disclaimer Nothing on this…

1
Election Reaction & Drop Outs of the Dow 35:29

10M ago35:29

35:29

In Episode 23 of Market Enthusiast, Noah Brooks and Chris Needs discuss the recent election results and their immediate impact on the stock market, particularly the favorable reaction to Trump's victory. They emphasize the importance of not making emotional investment decisions based on political outcomes. The discussion then shifts to economic pol…

1
Paul Cerro: From Investment Banking to Fund Management 54:05

10M ago54:05

54:05

Paul Cerro is a professional investor who runs Cedar Grove Capital Management, which focuses on long/short equity, merger arb, IPOs, and special situations. He also operates a substack where he posts his thoughts on various stocks and market trends. Links * Paul’s Twitter Feed: https://x.com/paulcerro * Cedar Grove Capital Management: Disclaimer No…

1
Poor Charlie’s Almanac: The Essential Wit & Wisdom of Charlie Munger 1:01:50

10M ago1:01:50

1:01:50

Matt Cochrane and I are reuniting to discuss another investing classic. Today’s episode is about Poor Charlie’s Almanac: The Essential Wit & Wisdom of Charlie Munger. Poor Charlie’s Almanac is a collection of essays & speeches from Charlie Munger, along with Munger’s commentary on them, highlighting his unique approach to business & life. We’ve dis…

1
The Resilient Consumer: Economic Strength Amid High Rates 31:17

10M ago31:17

31:17

In Episode 22 of Market Enthusiast, Noah Brooks and Chris Needs discuss a range of topics including recent events from a conference, the importance of tax planning, the impact of the upcoming election on tax policy, current market trends, housing market dynamics, consumer resilience, interest rates, national debt, and global economic comparisons. T…

1
Diania Merriam: Benefits of Coast FIRE 54:52

11M ago54:52

54:52

Today’s podcast is with Diania Merriam. Most people are familiar with the FIRE movement, where people seek 25x their expenses and retire early. She took a different approach and instead reached her ‘coast FIRE’ number and did not retire. However, she used this as an opportunity to leave traditional W-2 corporate work. Diania also runs the EconoMe c…

1
Good Life Conference Edition 15:03

11M ago15:03

15:03

In Episode 21 of Market Enthusiast, Noah Brooks and Chris Needs recap their Nashville Advisor Conference experience, highlighting the valuable connections made with advisors and partners, engaging sessions on behavioral finance, and tech solutions like Asset Map that simplify financial planning. They also discuss top insights from speakers, includi…

1
Elon’s Robot Dreams and Nuclear Energy: Future Power Grabs? 30:42

11M ago30:42

30:42

In episode 20 of the Market Enthusiast, Noah Brooks and Chris Needs discuss the current state of the market, highlighting the surprising resilience of major indices despite various economic challenges. They delve into job growth, earnings performance, and the implications of digital currencies, while also addressing inflation and consumer spending …

1
Ian Cassel: Successful Microcap Investing 51:16

11M ago51:16

51:16

Ian Cassel has been investing in microcaps for the last two decades. He is a full time private investor. He also runs Microcap Club, where microcap investors share interesting ideas. Links * Microcap Club: https://microcapclub.com/ * Intelligent Fanatics Capital: https://if.capital/ * Ian’s Twitter feed: https://x.com/iancassel Disclaimer Nothing o…

1
Zach Abraham - Know Your Risk 1:09:13

11M ago1:09:13

1:09:13

Zach Abraham is the Chief Investment officer at Bulwark Capital and he’s the host of Know Your Risk radio, which has a lot of interesting guests & content. This is a discussion about Zach’s experiences in the industry, his views on the broader market. We also extensively discuss Boeing. Zach was early in identifying the troubles at Boeing in 2019. …

1
Q3 Recap: Big Gains, Tech Flat, and Small Caps Rising 37:43

11M ago37:43

37:43

In episode 19 of the Market Enthusiast, Noah Brooks and Chris discuss recent developments in the financial markets, including the Federal Reserve's rate cuts, market performance, and economic indicators. They also delve into the political landscape as the election approaches, the impact of labor strikes and automation on the workforce, and global e…