Investing Podcasts and Channels Worth Your Time
The shows we actually listen to, sorted by who each one is for. Some are gentle enough for a first-year investor. Some are built for people who stare at rate curves for a living. We have marked which is which.
How to use this list
Financial media is mostly noise, and the loudest shows are usually the least useful. The ones below are worth the hour because they explain a process rather than shout a prediction. Each player below pulls that channel’s newest upload automatically, so this page stays current without anyone editing it. A warning that applies to every name here: listening to smart people is not the same as having a plan. If a show leaves you wanting to rearrange your portfolio on a Tuesday, that is entertainment doing its job, not research doing yours.
Start here if you are newer
The Compound is the friendliest door into markets commentary. Josh Brown and the Ritholtz team talk about markets the way normal adults talk about weather, and they are consistently good about saying when they were wrong. Good for building intuition without absorbing a trading habit.
Latest from The Compound
The Memo by Howard Marks is the single best listen on this page for a long term investor, and it is only monthly. Marks has been writing to Oaktree clients since 1990 and reads his memos aloud on the show. He is unusually honest about what cannot be known, which is a rare thing in this business. Also on the Oaktree site.
Latest episodes
All In is the widest ranging of the group, covering tech, markets, and politics with four hosts who argue in public. Treat it as a way to hear how professional risk takers think, not as a source of positions. It is opinionated by design.
Latest from All In
Systematic investing and trend following
These two sit closest to what we do with the Tide Traders Model, so if the rules based approach interests you, start here.
Top Traders Unplugged is the deepest public archive on managed futures and trend following anywhere. Niels Kaastrup Larsen interviews the people who actually run systematic programs, and the conversations get properly technical about how rules survive bad years. If you want to understand why a trend model does what it does, this is the education.
Latest from Top Traders Unplugged
The Meb Faber Show covers tactical asset allocation, valuation, and the research behind both. Faber has spent years publishing his own strategies openly, and the show is a good model for what honest, evidence first investment content looks like.
Latest from The Meb Faber Show
Macro and the Fed
Fed Guy is Joseph Wang, who used to trade on the Federal Reserve’s open markets desk. If you have ever wanted someone to explain what the Fed is actually doing mechanically, rather than what a headline says it means, this is the channel.
Latest from Fed Guy
Forward Guidance runs long interviews with macro investors and researchers. Good for hearing a thesis argued at length instead of compressed into a soundbite.
Latest from Forward Guidance
The Macro Trading Floor pairs macro views with the trade expression, which is a useful window into how professionals size a position rather than just form an opinion. Note the co-host has changed since launch, so older episodes have a different lineup.
Latest episodes
Jordi Visser is a former multi strategy hedge fund CIO who now publishes his thinking on markets, technology, and where the two collide. Strong on how the market’s structure is changing.
Latest from Jordi Visser
For the deep end
Fair warning: these three assume you already speak the language. There is no shame in coming back to them later.
RenMac is Renaissance Macro Research, an institutional shop that publishes a surprising amount publicly. Economics and market strategy at a professional level.
Latest from RenMac
SpotGamma covers options positioning and dealer flows, the plumbing that explains a lot of short term index behavior. Genuinely useful and genuinely advanced. If you do not trade options, treat it as context, not instruction.
Latest from SpotGamma
Mark Meldrum is best known for CFA exam instruction, and that is the point: it is real finance coursework, free, from someone who teaches for a living. If you want the theory underneath everything else on this page, start with his lectures rather than a markets show.
Latest from Mark Meldrum
One habit that makes any of these useful
Decide your plan while nobody is talking. Write down what you own, why, and what would have to happen for you to change it. Then listen to whatever you like, because a good show becomes education instead of a nudge. That is the same reason our own model is rules based: the decision gets made once, in advance, rather than every time someone persuasive picks up a microphone.
Want the systematic version instead of the commentary version? The Tide Traders Model is our rules based approach, and you can watch it work in the Tide Trader Terminal.
These are independent third party shows. We are not affiliated with them, we are not paid to list them, and listing one is not an endorsement of any specific investment view or recommendation it makes. Grow My Pile is educational and not personalized financial advice.