Category Archives: Podcast Blurbs

Podcast Blurbs [Background on Google’s DoubleClick acquisition, PPG Industries, Quantifying stuff]

Recode Decode (10/30/17; Why I’m not afraid of Amazon, David Rosenblatt, CEO of 1stdibs) (David Rosentblatt, CEO of 1stdibs, former CEO of DoubleClick) (on DoubleClick) “DoubleClick invented the display advertising industry.  It started out life as an ad network, I was hired to unbundle the technology that drove the network and sell it to publishers who […]

Podcast Blurbs [Self-driving cars, CIT and JBG Smith, Absurdity]

EconTalk: Library of Economics and Liberty (8/28/17; Benedict Evans on the Future of Cars) Benedict Evans: (electric cars) “An electric car doesn’t so much get rid of the gas tank as rip out the spine of the car.  It’s not that you get rid of the gas tank and replace it with batteries, you get […]

Podcast Blurbs [Getting wiped out, Crypto incentives, Safran pitch]

Adventures in Finance (Ep. 32; Kyle Bass) Kyle Bass: “…we had worked with a bunch of accountants and combed through as many balance sheets and income statements as we could and we found this company called Radisys.  Radisys was an embedded chip company at the time.  Back in 1996/1997, that’s when we had the 4 […]

Podcast Blurbs [Larry Summers, Levered restaurant franchisees, Books vs. podcasts, Cramer on MongoDB]

Freakonomics Radio (9/28/17; Why Larry Summers is the Economist Everyone Hates to Love) Larry Summers: (On infrastructure) “I think we’ve completely mismanaged infrastructure investment in the United States.  It’s nuts that when interest rates are lower than they’ve been at any time in the last 50 years that we’re also investing less net of depreciation…it’s […]

Podcast Blurbs [Freewill, Jerks, Cramer on Switch]

Planet Money, Ep. 795 (Is Record Breaking Broken) “Companies started coming to [The Guinness Book of World Records] asking if we could fly someone out to their event.  Companies and people were coming to Guinness wanting to break a record for publicity or to draw attention to themselves.  They’ve gotten on to the fact that […]

Podcast Blurbs [Small cap investing, Ackman on ADP, Cramer on Dexcom, Journalism]

The Investors Podcast (9/17/17, Small Cap Investing w/ Eric Cinnamond) Eric Cinnamond (a veteran small-cap manager…writes a good blog) “Back [when I started my career], the largest holders of these small cap stocks were traditional small cap value managers like the Royce Funds, Heartland, Gabelli, and when prices got out of whack, they were there […]

Podcast Blurbs [Chinese internet, Consciousness, Passive investing]

Planet Money, Ep. #647 (Hard Work Is Irrelevant) “To get a job [at Netflix] and to keep it, you have to accomplish great things.  Here’s another slide [from Netflix’s presentation on its principles]…’We are a team, not a family.  And we are a Pro sports team, not a kid’s recreational team.’  In other words, if […]

Podcast Blurbs [Snap-On short, Amazon black hole, Illusory self, LP incentives]

Invest Like the Best, Ep. 53 (Meb Faber – Factors, Dividends, and Angel Investing) Meb Faber: “I saw a stat the other day that the average Robin Hood account checks his balance ten times a day…and so, all that does is create horrific behavior.” “There’s a lot of [fintech companies] getting funded that have great […]