Best Colossus | Investing & Business Podcasts Podcasts (2025)

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Alpha In Podcasts? - [Business Breakdowns, EP.222] 10:37

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12h ago10:37

10:37

This is Matt Reustle. Today’s episode looks a little different. We are exploring whether podcasts can be a source of investment alpha, sparked by a Wall Street Journal article about portfolio manager Steve Cher's success mining podcast transcripts for Millennium Management. I analyze performance data from over 200 companies covered on Business Brea…

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Nexstar Media: Broadcasting's Biggest Bet - [Business Breakdowns, EP.221] 1:00:46

8d ago1:00:46

1:00:46

This is Zack Fuss. Today, we are breaking down Nexstar Media Group. Nexstar controls more local television stations than any other company in the US. This industry has experienced substantial consolidation, which has reshaped itself over the past decade and ultimately culminated in the emergence of businesses like Nexstar as the preeminent station…

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Sid Malladi - The Future of B2B Trade - [Making Markets, EP.62] 50:31

13d ago50:31

50:31

My guest today is Sid Malladi, founder of Nuvo. Behind every product, from wine to lumber to steel, is a complex web of B2B relationships, built slowly, at high cost, and constrained by risk. Nuvo aims to change that by building a digital network that accelerates onboarding, visibility, and trust. In this conversation, Sid takes us through that jou…

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EQT: Returns at Scale - [Business Breakdowns, EP.220] 1:18:02

15d ago1:18:02

1:18:02

This is Matt Reustle. Today we are breaking down EQT, the Swedish global investment organization. Right off the top, I need to mention our guest today, Sean Barrett, who couldn't have been more perfect for this breakdown. Sean has been investing in the Alts since Blackstone christened this asset class just over a decade ago. Sean is the founder of…

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Will Thorndike - Lessons from the Eternal Outsider - [Joys of Compounding, EP.28] 1:28:54

24d ago1:28:54

1:28:54

Our teacher today is Will Thorndike, co-founder of Compounding Labs and author of the acclaimed book, “The Outsiders.” In our opinion, Will has emerged as one of the most influential and innovative investor minds of the past few decades. And if you care about long-term value creation and the art of capital allocation, chances are you've also benef…

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Robbie Cannon: The Evolution of Asset Management - [Making Markets, REPLAY] 53:54

26d ago53:54

53:54

Today we are replaying my conversation with Robbie Cannon. Robbie founded Horizon Investments in 1999 and grew the company to $7B in AUM before selling in 2021. Today, he takes us on a tour of the asset management industry. We cover many fascinating topics, such as the industry's evolution over 25 years, the blurring of lines between wealth and ass…

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UnitedHealth Group: Beyond The Premium - [Business Breakdowns, EP.219] 1:04:50

29d ago1:04:50

1:04:50

This is Zack Fuss. Today, we're tackling a giant in a controversial and incredibly complex industry, UnitedHealth Group. At its recent apex, UNH was a half-trillion-dollar market cap business, the 15th largest listed business in the United States. Today, that market cap sits at just $275 billion. The company generates an excess of $400 billion in s…

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Moncler: The Après Playbook - [Business Breakdowns, EP.218] 59:03

1M ago59:03

59:03

Today we are breaking down Moncler, the high-end outerwear brand. Known for their down jackets and stylized M logo, it’s a mix of style and substance that blends into the brand history and evolution of Moncler. I am joined by Chris Davies, investment manager at Baillie Gifford to cover Moncler’s story, particularly in the hands of Remo Ruffini. We …

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Katie Koch - Be A Force Multiplier - [Joys of Compounding, REPLAY] 1:18:51

1M ago1:18:51

1:18:51

Our teacher today is Katie Koch. Katie is the President and CEO of the TCW Group, a storied firm with over 200 billion in assets under management and a fascinating 50-year legacy as a pioneer in the investment industry. Katie just took the TCW reins in 2023 after more than 20 years at Goldman Sachs. She joined Goldman right after college as the sel…

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Dan Dicker: The Great Oil Reckoning - [Making Markets, EP.61] 45:56

1M ago45:56

45:56

My guest today is Daniel Dicker, a seasoned oil trader, former floor broker at the NYMEX, and well-known expert on energy markets. Over a three-decade career, Daniel has seen the full arc of oil’s role in financial markets—from a bellwether commodity to a sidelined input. In this conversation, we explore why oil has fallen off the radar for many in…

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Asurion: Retracing the Path to 100 times 50x with Irv Grousbeck - [50X, S2 EP.3] 59:24

1M ago59:24

59:24

Today’s episode is the finale of our season on Asurion, the world’s leading tech care company with more than 300 million customers. In an interview with legendary long-time director, Irv Grousbeck, we discuss Irv’s path to investing in Asurion, his stewardship across several cohorts of PE ownership, and compare Asurion to Irv’s previous power law e…

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Vulcan Materials: Rock On - [Business Breakdowns, REPLAY] 52:14

1M ago52:14

52:14

Today, we are replaying our Breakdown on Vulcan Materials. Vulcan is America's largest producer of construction aggregates. This includes all of the crushed rock, sand, and gravel, which gets used for the foundation of nearly everything around us. Think of all of the buildings, the roads, and the infrastructure that define the physical footprint of…

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Asurion: The Flywheel Era (‘01-‘07) with Kevin Taweel - [50X, Asurion S2 EP.2] 1:01:05

2M ago1:01:05

1:01:05

Today’s episode is the second in a series of three on Asurion, the world’s leading tech care company with more than 300 million customers. In an interview with Co-Founder and Chairman Kevin Taweel, we dive deep into Asurion’s divinely discontent culture, hyper-rational approach to talent management, growth over $1 billion in sales, and transformati…

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monday.com⁠: Work Management Software - [Business Breakdowns, EP.217] 1:17:01

2M ago1:17:01

1:17:01

Today we are breaking down the work management software platform monday.com. Founded in February 2012, today monday.com has a market cap of over $14 billion. The platform has transformed a simple task management tool to a versatile platform serving numerous industries and use cases. I am joined by Ben Hensman, Portfolio Manager of the Global Tech F…

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Quarterly Market Recap: Q1 2025 - [Making Markets, EP.60] 44:48

2M ago44:48

44:48

In this quarterly market recap, Matt Reustle turns the mic on Eric to analyze the tumultuous market environment of Q1 2025. They discuss the significant market downturn following the implementation of unexpected tariff policies, with the S&P down over 8% and Nasdaq down 12.5% by mid-April. Eric provides insights into how surprisingly high tariff an…

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Interactive Brokers: Margin Masters - [Business Breakdowns, EP.216] 45:03

2M ago45:03

45:03

This is Zack Fuss. Today, we are breaking down Interactive Brokers, widely recognized as IBKR. Founded in 1978, Interactive Brokers evolved from a market maker on the American Stock Exchange to a global, cutting-edge electronic brokerage firm. Its founder, Thomas Peterffy, remains far and away its largest shareholder and has earned his place as one…

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Asurion: The Early Days (‘95-‘01) with Kevin Taweel - [50X, S2 EP.1] 1:08:42

2M ago1:08:42

1:08:42

Today’s episode is the first in a series of three on Asurion, the world’s leading tech care company with more than 300 million customers. In an interview with Co-Founder and Chairman Kevin Taweel, we explore Asurion’s scrappy origins in roadside assistance, acquisitive entry into handset insurance, contentious capital allocation decisions, and much…

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Chemed: Empire of Care - [Business Breakdowns, EP.215] 45:23

2M ago45:23

45:23

This is Zack Fuss. Today we are breaking down Chemed. Chemed represents the union of two seemingly distinct businesses: end-of-life healthcare and plumbing services. As our guest aptly puts it, old houses and old people. The two underlying businesses, VITAS and the widely recognized Roto-Rooter, both offer interesting stories in their own right. Th…

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Season 2: Asurion - (50X, Trailer) 2:40

2M ago2:40

2:40

50X is back for Season 2! This season centers on Asurion, the world’s leading tech care company with over 300 million customers. Hosted by Will Thorndike, author of The Outsiders and a co-founder at Compounding Labs, 50X aims to dissect the anatomy of investments that have appreciated at least 50-fold. We track the often circuitous route to excepti…

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Ecolab: Clean Machine - [Business Breakdowns, EP.214] 41:15

2M ago41:15

41:15

Today we are breaking down Ecolab, a global sustainability leader offering water, hygiene, and infection prevention solutions that protect people & the resources vital to life. As of this recording, Ecolab has a $66 billion market cap and protects over 36% of the world's packaged food supply and over 44% of the global milk supply. My guest is Todd …

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Sebastian Mejia - Scaling With Soul - [Joys of Compounding, EP.27] 1:31:21

2M ago1:31:21

1:31:21

Our teacher today is Sebastian Mejia. He combines intellectual range with emotional depth and is the co-founder of Rappi, the on-demand delivery platform that has become one of Latin America's most influential tech companies. In this episode, we discuss resilience, identity, intuition, and building companies with a sense of urgency and wonder. We …

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Mark Dow: Tariffs, Trade, and Trump - [Making Markets, EP.59] 53:20

3M ago53:20

53:20

My guest today for the second time is Mark Dow. Mark is one of my favourite thinkers on Macro, and his experience at the IMF, the US Treasury, and Wall Street gives him a truly unique perspective for the current moment. As we went through one of the biggest market and policy upheavals of my career, I reached out to Mark to help us make sense of thi…

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Snap-on: Tools of the Trades - [Business Breakdowns, EP.213] 46:22

3M ago46:22

46:22

Today, we explore the world of tools to break down Snap-on. Snap-on has been around for over 100 years and operates with over a $17 billion market cap. It has continuously evolved the straightforward model of selling tools to specialists, like mechanics, into a durable business model while carving out a leadership position in the professional tools…

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Barry Ritholtz: Cutting Through Financial Noise - [Making Markets, EP.58] 1:10:15

3M ago1:10:15

1:10:15

My guest today is Barry Ritholtz. As the founder & CIO of Ritholtz Wealth Management Barry manages assets of over $5B. He is also a famous author and commentator, fondly known as the 'Prickly Prophet of Wall Street' for his contrarian views. In this conversation, Barry shares the origin story and the ideas behind his latest book, "How Not to Invest…

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Goosehead: Insuring Coverage - [Business Breakdowns, EP.212] 1:09:07

3M ago1:09:07

1:09:07

Today we are breaking down Goosehead Insurance. I always enjoy hearing about how a new entrant has effectively carved out a niche in a world of incumbents and Goosehead fits that billing perfectly. I'm joined by Geoff Collette, founder and PM of Aeon Capital Partners, and he walks us through the story of Goosehead identifying a bottleneck in the ho…

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Compass: Meals for the Masses - [Business Breakdowns, EP.211] 58:14

3M ago58:14

58:14

Today, we are breaking down the food catering giant Compass Group. Whether it's your corporate cafeteria, the food stands at a sporting event, or the old hospital food tray, the food services industry is all around you. Compass is the giant in this space, with a history that dates back to the emergence of this outsourced trend. My guest is Asif Jee…

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Evan Tindell: Value Investing in 2025 - [Making Markets, EP.57] 39:06

3M ago39:06

39:06

My guest today is Evan Tindell. Evan graduated from MIT and became a professional poker player before entering the investing world. He’s now the co-founder and CIO of Bireme Capital, where he’s delivered over 19% annualized returns since 2016 by sticking to classic, old-school value investing. In this conversation, we talk about how Evan developed …

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EssilorLuxottica: Sight To Behold - [Business Breakdowns, EP.210] 44:25

3M ago44:25

44:25

Today we are breaking down EssilorLuxottica, a global leader in the eyewear industry, formed by the merger of Essilor and Luxottica in 2018. Today the business sports a nearly $130 billion market cap. EssilorLuxottica represents a vertically integrated business, encompassing design, manufacturing, distribution, and retail operations across both vis…

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Chad Cascarilla - Blockchain’s Carpenter - [Joys of Compounding, EP.26] 1:24:16

3M ago1:24:16

1:24:16

Our teacher today is Chad Cascarilla, co founder and CEO of Paxos, the leading regulated blockchain infrastructure company that is reimagining a complete technological replatforming of our global financial markets. Paxos aims to democratize finance by enabling instant global asset movement, partnering with industry leaders like PayPal, Stripe, Mas…

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Watsco: Air Apparent - [Business Breakdowns, EP.209] 55:54

4M ago55:54

55:54

Today we are breaking down Watsco, the market leader in HVAC distribution with a unique value proposition. If you've ever had an air conditioning issue, there's a decent chance it was a Watsco distributor on the other side of that phone call. My guests today are Lucy Adams, Investment Director at Caledonia Investments, and Alan Murran, Co-Head of P…

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Apollo: Connoisseurs of Complexity - [Business Breakdowns, EP.208] 1:13:28

4M ago1:13:28

1:13:28

Today, we are breaking down the global alternative asset manager, Apollo. I reflected on my personal experiences with Apollo for this episode, and there's a saying that hard work can beat talent when talent doesn't work hard. Well, Apollo has talent, and Apollo works really damn hard. They will do everything they can to protect their capital, so…

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Jonathan Birnbaum: Modernizing the Bond Market - [Making Markets, EP.56] 42:54

4M ago42:54

42:54

My guest today is Jonathan Birnbaum, the Founder and CEO of OpenYield. After over a decade in finance, Jon set out to tackle a challenge close to my heart—bringing a modern trading experience to the world of Fixed Income. Today, he breaks down how market structure, technology, and regulation have shaped the evolution of trading platforms. We also c…

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Phil Huber: The Case for Private Credit - [Making Markets, REPLAY] 43:56

4M ago43:56

43:56

Today we are replaying my conversation with Phil Huber, the Head of Portfolio Solutions at Cliffwater. The private credit market has exploded recently, with Assets under management reaching a staggering $1.2T last year. I’ve been a little skeptical of this asset class, so I asked Phil to come on and convince me otherwise. We talk about the demand s…

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Cognex: Vision Quest - [Business Breakdowns, EP.207] 43:45

4M ago43:45

43:45

Today we are breaking down machine vision leader, Cognex. Cognex Corporation is an American manufacturer of machine vision systems, software and sensors used in automated manufacturing to inspect and identify parts, detect defects, verify product assembly, and guide assembly robots. It is not your typical reoccurring revenue story. They are a self …

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Jacqui Morby - The Queen Of Software - [Joys of Compounding, EP.25] 40:36

4M ago40:36

40:36

Today’s teacher is Jacqueline Morby. She may well be the greatest investor you've probably never heard of. For anyone who invests in software or participates in the now nearly trillion dollar global growth equity industry, chances are Jackie helped to shape and give rise to the professional world you inhabit. In 1978 at the age of 40, and with her …

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Rolls-Royce: Turbines and Tribulations - [Business Breakdowns, REPLAY] 54:41

4M ago54:41

54:41

Today, we are breaking down Rolls-Royce. A fair warning to those expecting to hear about luxury automobiles, that division was split from this business in the 1970s. But as we discuss the history of Rolls-Royce on this episode, you will hear how the DNA of this company still ties together from its early 1900s origins. Our guest is Graeme Forster fr…

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Hester M. Peirce: The Next Chapter of Crypto Regulations - [Making Markets, EP.55] 18:51

5M ago18:51

18:51

My guest today is SEC commissioner Hester Peirce, also known as the Crypto mom for her strong support of the industry. Commissioner Peirce was recently appointed as the head of the SEC’s new Crypto Task Force, and here, she lays out her overall, vision, key goals, and her thoughts on the Howie test and the tension between free markets and protectin…

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AMETEK: Industrial Excellence - [Business Breakdowns, REPLAY] 54:11

5M ago54:11

54:11

Today, we are replaying one of our favorites, breaking down the industrial conglomerate AMETEK. AMETEK is a great pairing with last week's episode on Jack Henry. These are two businesses with very long track records executing a playbook. AMETEK is one of eight companies that Mark Leonard and his team at Constellation Software studied as they built …

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Jack Henry: VMS King - [Business Breakdowns, EP.206] 1:01:53

5M ago1:01:53

1:01:53

Today, we are breaking down Jack Henry. If you're not familiar with it, Mark Leonard of Constellation Software once referred to this business as their ‘gold standard.’ Jack Henry is a true best in class operator within the vertical market software space. To break down the business, I'm joined by Bob Desmond, Portfolio Manager and Head of Claremont …

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Meb Faber: Taxation and Diversification - [Making Markets, EP.54] 54:33

5M ago54:33

54:33

My guest today is Meb Faber, the co-founder and CIO of Cambria Investments, an RIA that manages over $2B in assets. Meb is also one of the biggest investing nerds I know, and today, we dive into a wide variety of topics, from taxation to portfolio construction to various asset classes. We start by diving into the 351 exchange, its mechanics, and th…

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APi Group: Safety Services at Scale - [Business Breakdowns, EP.205] 50:33

5M ago50:33

50:33

This is Zack Fuss. Today, we are breaking down APi Group, a leading provider of life safety and specialty services to buildings and construction projects. While not necessarily a household name, APi's services play a vital role in the buildings where we live and work. With over 100 acquisitions under their belt, they've strategically built a busine…

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Rich Wells - Keep Moving - [Joys of Compounding, EP.24] 1:22:22

5M ago1:22:22

1:22:22

This is Rick. Today's teacher is Rich Wells, managing director of Insight Partners, which celebrates its 30th anniversary this month. I've known Rich for 20 years since our time as section mates in business school, where he was consistently recognized as the smartest person in the room. Rich is universally regarded as one of the preeminent private …

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Kaspi.kz: The Kazakh Super-App - [Business Breakdowns, EP.204] 55:42

5M ago55:42

55:42

This is Zack Fuss. Today, we are breaking down Kaspi, a leading financial technology company based in Kazakhstan best known for its super app. Kaspi plays a central role in the lives of millions of Kazakh citizens by offering a seamless ecosystem that combines payments and digital wallets, e-commerce, and financial services. Its success is often at…

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Quarterly Market Recap: Q4 2024 - [Making Markets, EP.53] 42:24

6M ago42:24

42:24

In this Q4 2024 recap episode of Making Markets, Eric and Matt examine how markets defied bearish expectations, with the S&P 500 up 23% and Bitcoin surging 150%. Eric provides insight into Bitcoin's growing institutional adoption, particularly focusing on BlackRock's record-breaking Bitcoin ETF launch and its implications for the broader crypto mar…

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Gaming Consoles Part 3: Nintendo - [Business Breakdowns, EP.203] 1:15:54

6M ago1:15:54

1:15:54

Today's episode is the third in our three-part miniseries on video game consoles. Here, we are breaking down Nintendo. Our guest is Ryan O'Connor, the founder of Crossroads Capital. He has a wealth of knowledge about Nintendo, and you will hear it throughout this episode. We discuss the history of the brand and business, including how it revitalize…

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Gaming Consoles Part 2: Sony - [Business Breakdowns, EP.202] 47:29

6M ago47:29

47:29

This is the second episode of our multi-part series on the video game console market. If you've yet to listen to Episode One, Sia Kamalie is the founder and fund manager at Skycatcher. Join me in breaking down the video game console market and his thesis for why it's an inflecting opportunity. In this episode, we go micro and Sia is back to break d…

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Gaming Consoles Part 1: The Thesis - [Business Breakdowns, EP.201] 54:07

6M ago54:07

54:07

Today's episode is the first in a multi-part series on the video game console market. Our guest is Sia Kamalie, the founder and fund manager at Skycatcher. Skycatcher describes itself as focused on capturing asymmetry at the internet frontier, and Sia has very strong conviction that the video game console market is entering a major paradigm shift w…

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Arm: The Silicon Blueprint - [Business Breakdowns, EP.200] 43:43

6M ago43:43

43:43

This is Zack Fuss. Today, we're breaking down Arm Holdings. Arm designs the architecture powering billions of devices, from smartphones and data centers to IoT devices and automotive systems. In this episode, we'll explore Arm's unique value proposition and how it thrives as a licensing giant in a market dominated by leading-edge manufacturers. To …

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Mitch Rales - The Art of Compounding - [Joys of Compounding, REPLAY] 2:06:37

6M ago2:06:37

2:06:37

Before we turn the page on 2024, we wanted to shine one more light on the man behind our most popular class of the last year. And that's Mitch Rales, co-founder of Danaher, one of the most impressive businesses to have been built anywhere in the world this past century. Having co-founded Danaher 40 years ago alongside his brother and best friend St…

1
Eric Johnson: The Complex World of Global Logistics - [Making Markets, EP.52] 1:02:04

6M ago1:02:04

1:02:04

My guest today is Eric Johnson, the Senior Technology Editor at the Journal of Commerce. With over 20 years of experience covering the intersection of logistics and technology, Eric brings a wealth of knowledge to the table. In our conversation, we explore the complex and fascinating world of logistics—how goods move from point A to point B, the my…