Value Investing with Legends

Columbia Business School invented value investing. Benjamin Graham and David Dodd literally wrote the textbook there in the 1920s, and the school has been producing legendary investors ever since. This podcast taps directly into that lineage, with hosts Tano Santos and Michael Mauboussin interviewing some of the most accomplished fund managers and investment thinkers working today. The guest list alone makes this worth your time. Ricky Sandler of Eminence Capital, Mario Gabelli, Joel Greenblatt, and dozens of other professional investors who rarely do public interviews sit down for substantial 45- to 60-minute conversations. The format is straightforward interview style, but the questions are sharp. Santos and Mauboussin both teach at Columbia, and they bring an academic precision that pushes guests beyond their usual talking points. New episodes arrive roughly every two weeks, and the show has built up about 71 episodes since launching in 2019. That's a modest catalog compared to daily shows, but the quality-per-episode ratio is exceptional. Each conversation covers how the guest developed their investment process, what mistakes shaped their approach, and where they see opportunities or risks in today's markets. The pace is measured and intellectual without being dry. Mauboussin in particular has a knack for asking the kind of follow-up question that reveals something genuinely useful. With a 4.4-star rating from over 200 reviews, this is the podcast for listeners who want to learn directly from people managing billions of dollars using principles that trace back nearly a century.