Investing & Markets Podcast Episodes

The world's best investors have been remarkably open about their frameworks, mistakes, and mental models — and long-form podcasts have become the primary venue for those conversations. This collection brings together the most substantive investing content in the podcast universe, with full searchable transcripts.

You'll find Howard Marks on market cycles and second-level thinking, William Green's in-depth interviews with great investors, weekly practitioner discussions on Value Hive and We Study Billionaires, institutional allocation perspectives from Capital Allocators, and deep fundamental analysis from the Special Situations Report and Yet Another Value Podcast. Macro investors are represented through Masters in Business and the Meb Faber Show.

Recurring themes across these episodes: the compounding power of great businesses held through cycles, the role of temperament over intellect in long-term outperformance, position sizing discipline, and how the best allocators think about portfolio construction in an era of elevated valuations and persistent uncertainty.

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