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Artwork for The Education of a Value Investor

The Education of a Value Investor

Guy Spier
Investing
Interest Rate Risk
Data-Driven Decision Making
Value Investing
Asset Liability Management
Value Creation
Risk Management
Silicon Valley Bank
Stand-Up Comedy
Ritavan
Data Impact
Writing
Storytelling
Mathematics Education
Brand Advantages
Credit Suisse
Second-Level Thinking
Entrepreneurship
Amazon
Netflix

I'm a work in progress. This podcast documents my ongoing quest for wealth, wisdom and enlightenment. The episodes are of variable length: When I find an interesting person to talk to - who is willing to have the conversation recorded, I put it up. But I have also found that it is useful to record my own thoughts - in short snippets.

PublishesInfrequentlyEpisodes61Founded5 years ago
Categories
BusinessInvestingManagement

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Artwork for The Education of a Value Investor

Latest Episodes

In this episode, Guy Spier speaks with Ritavan and Paaras about how businesses can unlock real value through data—not by chasing trends like AI or cloud, but by leveraging data purposefully. Ritavan shares insights from his book Data Impact, discussi... more

What happens when a thoughtful investor sits down with a contrarian academic for a free-flowing, two-hour conversation? In this wide-ranging episode, Guy Spier reconnects with his former professor, Amar Bhidé, who’s the Professor of Health Policy at ... more

In this conversation between Guy Spier and Eric Schaanning, the discussion revolves around the intricacies of asset-liability management (ALM) and interest rate risk, particularly in the banking sector. Eric shares insights from his experience, expla... more

In this engaging podcast, Howard Marks, co-founder of Oaktree Capital, and Guy Spier, founder of Aquamarine Capital, share invaluable investment wisdom with Roi Lipovetzky, a former MBA student and current investment professional at Oakmount Capital.... more

Key Facts

Accepts Guests
Contact Information
Podcast Host

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Recent Guests

Amar Bhidé
Author and Professor of Entrepreneurship
Columbia University
Episode: Uncertainty and Enterprise: A conversation with Amar Bhidé
Howard Marks
Co-founder of Oaktree Capital Management and author known for investment memos.
Oaktree Capital Management
Episode: Think smarter, not harder with Howard Marks
Tobias Carlisle
Investment strategist and founder of Acquirers Funds
Acquirers Funds
Episode: Building a Robust Investment Strategy: Insights from Tobias Carlisle
Jo Boaler
Professor of Mathematics Education and author of Math-ish
Stanford University
Episode: Jo Boaler on a visual approach to math, the illusion of knowledge, and differences between UK and US

Host

Guy Spier
Host of the series, documenting his personal and professional journey in value investing. Spier combines his thoughts with conversations with notable guests in the finance and investment industries.

Reviews

4.8 out of 5 stars from 84 ratings
  • Thoughtful, insightful with humility

    I love the way Guy doesn’t take himself too seriously and yet knows the seriousness to which he manages other people’s money.

    Apple Podcasts
    5
    wronaldgp
    Hong Konga year ago
  • Jo Boaler Interview

    So inspired immediately acquired the hardback, and downloaded the audio which is narrated by Jo on a wet Saturday morning what else can one do.

    Apple Podcasts
    5
    CPH *****
    United Kingdoma year ago
  • Good and bad

    While I consider myself a value investor, and many excellent guests were interviewed, I am not sure whether some episodes are worth my time, as Guy digresses and follows irrelevant to the rest of listeners topics (please edit these out). I was once told that making a short speech is much harder than a long one, same applies to podcast episodes.

    Apple Podcasts
    4
    European-1
    Poland2 years ago
  • Great person and great Podcast

    It’s always a pleasure to listen to Guy Spier. He always has some interesting information and wisdoms ready for everybody.

    Apple Podcasts
    5
    Len Raake
    Germany4 years ago
  • Hard to hear

    I have to turn the volume all the way up in order to hear what is being said and even then it’s still fairly quiet

    Apple Podcasts
    3
    jms450
    United States4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some critique the host's tendency to follow tangential discussions that may detract from the main topic.
Listeners appreciate the insightful and humble approach of the host to investment topics.
Many find the interviews with expert guests to be particularly engaging and informative.
Overall, the host's depth of knowledge and personal experiences resonate well with the audience.
The podcast is seen as a valuable resource for those interested in the practicalities of value investing and financial management.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#147
France/Business/Investing
Apple Podcasts
#195
Russia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

From Data Overload to Data Impact with Ritavan
Q: What do people need to consider about data and technology in business?
Data isn't a commodity—it's leverage, and companies need to focus more on delivering value rather than just adopting new technologies.
From Data Overload to Data Impact with Ritavan
Q: What was the gestation period for the book, and what did it take to write it in six weeks?
The gestation period was a decade of my adult life, but the actual writing took six weeks due to the structured approach assisted by a writers' community.
Asset Liability Management & Interest Rate Risk in the Banking Book - Part 4 of 4
Q: What was the approximate cost of the floating rate swap, and who is the counterparty?
Counterparties will be different banks, and you can also, there's lots of different counterparts, such as pension funds or buy-side actors, depending on their business model and risk appetite.
Think smarter, not harder with Howard Marks
Q: What advice do you give to those who feel overwhelmed by investment decisions?
No one gets it right all the time; track your performance over a large number of decisions.
Think smarter, not harder with Howard Marks
Q: How did you think about building an investment business when you started Oaktree?
We never expected to sell it; we focused on doing a good job for the clients.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Gender Skew
Location
Interests
Professions
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Household Income
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Frequently Asked Questions About The Education of a Value Investor

What is The Education of a Value Investor about and what kind of topics does it cover?

Focused on the intricacies of investing and personal finance, this series features a mix of interviews and solo reflections from a host who is on a continuous journey of self-improvement and wealth accumulation. Topics frequently include value investing strategies, risk management, and the intersection of theory and practice in finance. A unique aspect is the host's candidness about their own learning experiences, making discussions relatable and insightful for both novice and seasoned investors. The conversations often draw on the expertise of distinguished guests from academia and industry, providing diverse viewpoints on subjects such as market psychology and innovative investment approaches.

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Which podcasts are similar to The Education of a Value Investor?

These podcasts share a similar audience with The Education of a Value Investor:

1. The Acquirers Podcast
2. Value Investing with Legends
3. The Memo by Howard Marks
4. We Study Billionaires - The Investor’s Podcast Network
5. The Intrinsic Value Podcast - The Investor’s Podcast Network

How many episodes of The Education of a Value Investor are there?

The Education of a Value Investor launched 5 years ago and published 61 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Education of a Value Investor?

Recent guests on The Education of a Value Investor include:

1. Amar Bhidé
2. Howard Marks
3. Tobias Carlisle
4. Jo Boaler

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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