Value Investing with Legends

Columbia Business School is where Benjamin Graham and David Dodd literally wrote the book on security analysis, and this podcast carries that legacy forward. Hosted by Tano Santos, a finance professor at Columbia, with Michael Mauboussin frequently appearing as co-host, the show brings in some of the most respected names in professional investing for extended conversations about how they think about value, risk, and capital allocation. The guest list reads like a who's who of the investing world. Past episodes have featured legendary fund managers and allocators discussing their frameworks, mistakes, and the principles that have guided decades-long careers. Episodes typically run 50 to 75 minutes — long enough for a guest to really lay out their philosophy rather than deliver rehearsed soundbites. With 72 episodes and a 4.4-star rating from 204 reviews, the show publishes roughly twice a month. The pace is deliberate. These are not quick-hit market reaction episodes. Each conversation is structured around investing principles, often connecting classical Graham and Dodd concepts to modern market conditions. Tano asks the kind of academic-yet-practical questions you would expect from someone who teaches this material to MBA students, and the result feels more like auditing a graduate seminar than listening to a typical podcast. The show works best for investors who already have some grounding in fundamental analysis and want to hear how elite practitioners apply those ideas in practice. It is not trying to entertain you with banter or hot takes. Instead, it offers the kind of patient, intellectually rigorous investing discussion that is genuinely hard to find anywhere else. If you care about the craft of investing and want to learn from people who have done it at the highest level, this one belongs in your rotation.