The Podcast List

What I'd queue up for a long run.

The book gives you the 3,000-year view. These are the shows I trust for the current conversation — the ten podcasts worth your commute, or in my case, the morning miles.

The Essential Ten
1

Animal Spirits ★ Top Pick

Michael Batnick and Ben Carlson on markets, investor behavior, and whatever the industry is arguing about this week. Smart and genuinely fun.

Listen to Animal Spirits →
2

Capital Allocators

Ted Seides interviews the people who manage the world's institutional capital — CIOs, LPs, and legendary managers.

Listen to Capital Allocators →
3

Invest Like the Best

Patrick O'Shaughnessy's long-form conversations with investors and founders. Consistently the deepest interviews in the business.

Listen to Invest Like the Best →
4

Odd Lots

Joe Weisenthal and Tracy Alloway go deep on the market's most interesting plumbing — from private credit to shipping to Treasury markets.

Listen to Odd Lots →
5

Masters in Business

Barry Ritholtz's interviews with the biggest names in finance. A masterclass in career arcs and market history.

Listen to Masters in Business →
6

Dry Powder

Bain & Company's private equity podcast — deal trends, fundraising, and where the industry is headed, straight from the consultants who advise it.

Listen to Dry Powder →
7

Behind the Memo

Howard Marks unpacks his famous Oaktree memos. Decades of credit-cycle wisdom in every episode.

Listen to Behind the Memo →
8

In Good Company

Nicolai Tangen, CEO of Norway's $1.7T sovereign wealth fund, interviews the CEOs his fund owns. Unmatched access.

Listen to In Good Company →
9

Business Breakdowns

One company per episode, taken apart piece by piece — how it makes money, what makes it durable. From the Colossus network.

Listen to Business Breakdowns →
10

The Compound and Friends

Josh Brown and a rotating cast of sharp guests on the week in markets. The Friday happy hour of financial podcasts.

Listen to The Compound →

One more edge: most of these shows publish full transcripts and show notes. When an episode covers a manager or strategy you work with, the transcript is a fast way to pull talking points for advisor and client conversations.

Want the 3,000-Year View?

These shows cover today. The book covers everything before it.