The 16 Best Value Investing Podcasts (2026)

With over 180 million downloads, We Study Billionaires is the largest stock investing podcast in the world, and it earns that title by consistently delivering rigorous analysis without being inaccessible. The rotating cast of hosts -- Stig Brodersen, Clay Finck, Kyle Grieve, and William Green among them -- each bring distinct specialties. Stig handles deep-value analysis, Clay focuses on individual stock picks with detailed valuation models, and William Green interviews legendary investors like Howard Marks and Guy Spier about their philosophies. The show runs multiple series under one feed. The flagship episodes break down the strategies of billionaires like Warren Buffett and Ray Dalio, tracing specific investment decisions and explaining why they worked. The Richer Wiser Happier series features long-form conversations with fund managers and authors who have beaten the market over decades. There is also a Bitcoin Fundamentals series for listeners interested in cryptocurrency from a macro perspective. A recent standout episode had Kyle Grieve walking through psychological traps that have caused real financial disasters throughout history. Another featured Clay's quarterly stock pick with a full discounted cash flow model on Visa. Episodes typically run 60-90 minutes, and the production quality is excellent. This is not a surface-level news recap -- it is a serious investing education delivered in a conversational format that still works for someone just getting started.

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.

Tobias Carlisle has been running The Acquirers Podcast since 2019 and has stacked up over 425 episodes, which gives you a sense of how consistently he shows up. The show sits at the intersection of value investing and corporate acquisitions, pulling in hedge fund managers, activist investors, and deal professionals who actually move capital for a living. Episodes typically run about an hour, and the conversations go deep on things like buyout strategies, special situations, and how to spot undervalued companies ripe for acquisition.

Carlisle himself is the founder of Acquirers Funds and wrote The Acquirer's Multiple, so he brings genuine practitioner knowledge rather than just interviewer curiosity. His co-hosts Jake Taylor and Bill Brewster add their own investment perspectives, and the dynamic between the three of them keeps the tone loose even when the subject matter gets technical. They'll argue about Tesla one week and break down a private equity thesis the next.

The guest list is impressive. You'll hear from portfolio managers running billions alongside smaller fund operators with concentrated, high-conviction strategies. The conversations often get into the legal and structural side of deals, touching on shareholder activism, proxy fights, and the regulatory environment around mergers. With a 4.6-star rating from nearly 300 reviews, the audience clearly agrees this is one of the stronger shows in the M&A and investing space. It leans more toward the financial analysis side than pure legal commentary, but for anyone working on deal-related matters, the strategic perspective is invaluable.

Patrick O'Shaughnessy runs O'Shaughnessy Asset Management and uses this podcast to have long, unhurried conversations with the best investors, founders, and business leaders in the world. With 565 episodes and a 4.7 star rating from 2,250 reviews, Invest Like the Best has earned a reputation as one of the most intellectually rigorous investing shows available. Recent guests include Josh Kushner of Thrive Capital, Reed Hastings discussing the Netflix business model years after stepping down, and Ben Horowitz on venture capital decision-making at scale. Episodes typically run 60-90 minutes and go deep -- Patrick is not interested in surface-level takes or sound bites. He asks follow-up questions that push conversations into territory most interviewers never reach. The show skews more intermediate than pure beginner, but it belongs on this list because the best way to learn investing is to hear how the people who do it for a living actually think. Patrick has a talent for making complex investment frameworks understandable without oversimplifying them. You will hear discussions about how to evaluate businesses, what makes certain competitive advantages durable, how to think about valuation across different market environments, and why some investors consistently outperform while others do not. The production quality is outstanding, and full transcripts and show notes are available at joincolossus.com. Treat this one as the podcast you graduate into once the basics are solid.

Geoff Gannon and Andrew Kuhn run an actual investment fund together, and their podcast is basically you listening in on how two professional value investors think through real decisions. That's the appeal. There's no hype, no market predictions, no breathless commentary about today's price action. Just two guys who genuinely care about business analysis working through ideas the way Ben Graham would have wanted.

The format is long-form conversation, usually running 45 minutes to an hour, published weekly. With 473 episodes in the catalog, they've covered an enormous range of companies and investing concepts. Recent discussions have tackled AI capital expenditure trends, the Netflix-Warner Bros Discovery dynamic, and what happens to stocks when the Fed cuts rates. They also do periodic deep dives on Buffett's shareholder letters and Berkshire Hathaway's evolving strategy.

What makes Focused Compounding stand out is the patience. Geoff and Andrew aren't chasing the news cycle. They'll spend an entire episode on a single company's competitive position or walk through the math on a particular valuation framework. It's the kind of show where you actually learn something rather than just feel informed for an hour.

The podcast carries an impressive 4.8-star rating from 271 reviews, which tracks with its reputation in the value investing community. They also offer supplementary resources including a blog, event-driven monitoring, and a free weekly newsletter. For diligent individual investors who want to think like concentrated portfolio managers, this is essential listening.

Shawn O'Malley and Daniel Mahncke host this show specifically designed for younger and newer investors who want to learn how to analyze individual stocks. Each episode picks a single company -- Netflix, Hermes, Costco, Google -- and spends 45-60 minutes breaking down its business model, competitive advantages, financial statements, and what the stock might actually be worth per share. The hosts are building an ongoing stock portfolio on the show in real time, which gives listeners a tangible example of how investment decisions get made and tracked over months and years. Recent episodes valued Netflix after the streaming wars settled and examined how Hermes turned scarcity and craftsmanship into a compounding machine. The analysis is structured but not dry. Shawn and Daniel explain terms like free cash flow yield and return on invested capital as they use them, so you pick up the vocabulary naturally. They also launched a community where listeners can ask questions and discuss the stocks being covered. This podcast fills a specific gap: most beginner shows stop at index funds and asset allocation, while most stock-picking shows assume you already know how to read a balance sheet. The Intrinsic Value Podcast sits right in between, teaching you the actual mechanics of business analysis one company at a time.

Andrew Walker named his podcast with self-deprecating honesty, and the show delivers exactly what the title implies: rigorous conversations about undervalued stocks with professional investors who are putting real money behind their ideas. Andrew runs the companion blog yetanothervalueblog.com and has built a reputation in the value investing community for thorough, original research.

The format is mostly one-on-one interviews published roughly twice per week, with guests typically being fund managers, analysts, or researchers who specialize in a specific company or sector. Episodes run anywhere from 30 minutes to over an hour depending on how deep the analysis goes. Andrew also publishes monthly solo episodes he calls "Random Ramblings" where he reflects on his own portfolio, recent market developments, and ideas he's been working through.

Recent interviews have covered topics like the Volaris thesis with Antipodes' Phillip Namara and how investors can improve their expert network calls using AI tools. The show gravitates toward event-driven and special situation investing, not just traditional buy-and-hold value. That makes it particularly useful for investors who look for catalysts rather than simply cheap multiples.

With 377 episodes and a 4.6-star rating from 104 reviews, the audience is smaller but highly engaged. This isn't a mass-market show, and that's the point. The conversations assume a baseline level of financial literacy and reward listeners who want actionable, specific investment analysis rather than broad market commentary.

Stephen Clapham spent decades as a sell-side analyst and hedge fund partner, and that experience gives Behind the Balance Sheet a sharpness that most investing podcasts lack. Each episode focuses on the analytical craft of understanding a business through its financial statements, going line by line through the numbers that matter and explaining why they matter. The guest list reads like a directory of fundamental investing talent. Clapham has sat down with the likes of John Armitage, Mario Gabelli, and Bill Nygren, asking them to walk through their actual research process, not just their market outlook. The conversations are technical enough to satisfy working analysts and portfolio managers, but Clapham has a knack for making complex accounting concepts accessible without dumbing them down. With about 63 episodes released on a monthly schedule, the show maintains a quality-over-quantity approach. Recent topics have included concentrated portfolio construction, identifying durable competitive advantages, and spotting red flags in financial filings. The podcast grew out of a popular book and training courses on equity research, and it shares that same educational DNA. For finance professionals who want to sharpen their analytical skills, particularly those in equity research, credit analysis, or FP&A roles that require deep company assessment, Behind the Balance Sheet offers a masterclass format that rewards repeat listening.

Vitaliy Katsenelson is a value investor, author, and CEO of Investment Management Associates, and his podcast is unlike anything else in the investing space. The show covers three subjects that might seem unrelated until Vitaliy connects them: value investing principles, life philosophy, and classical music. It sounds eccentric, and it is, but that's exactly why it works.

Episodes arrive biweekly and typically run 20 to 40 minutes. The investing content covers Vitaliy's approach to stock analysis, his "Six Commandments of Value Investing," and practical frameworks for thinking about risk, patience, and emotional discipline. But he's equally comfortable discussing imposter syndrome, the law of unintended consequences, or why a particular Shostakovich symphony matters. The Q&A episodes where he answers listener questions are particularly revealing about his thinking process.

Vitaliy immigrated from Soviet Russia as a teenager and built his investment career from scratch in the United States. That personal history informs everything on the show: the emphasis on thinking independently, the skepticism toward consensus narratives, and the genuine appreciation for intellectual curiosity as a competitive advantage in markets.

With 250 episodes and a 4.8-star rating from 126 reviews, the audience is clearly devoted. Some listeners have noted that the personal content isn't always what they signed up for, but most reviews praise the blend as refreshing. For value investors who believe that being a better thinker makes you a better investor, Vitaliy's podcast is a rare find that treats investing as part of a complete intellectual life rather than an isolated technical discipline.

Brandon Beylo started Value Hive as a community for individual investors who think like small-business owners rather than stock traders, and the podcast captures that ethos perfectly. The show features weekly interviews with fund managers, entrepreneurs, and independent thinkers who bring specific, often contrarian investment perspectives.

Episodes typically run 60 to 75 minutes, and the guest selection tends toward people you won't find on mainstream financial media. Recent conversations have covered major and minor metals investing, critical minerals geopolitics, small-cap analysis, and commodity-focused strategies. Brandon also publishes "Investor Audibles" episodes where he reviews hedge fund letters and discusses the ideas inside them, which adds a nice research component to the catalog.

The interview style is curious and unhurried. Brandon asks genuine questions rather than lobbing softballs, and he gives guests enough room to explain complex positions without rushing them. With 324 episodes and counting, the back catalog is a massive resource for anyone interested in off-the-beaten-path value investing ideas, particularly in areas like mining, commodities, and international small caps that most U.S.-focused shows ignore.

Value Hive carries a 4.8-star rating from 89 reviews, and the community around it extends beyond the podcast to a newsletter and regular meetups. If your idea of value investing goes beyond buying well-known U.S. large caps at a discount, this podcast consistently surfaces ideas and frameworks that are genuinely different from what you'll hear elsewhere.

Named after Benjamin Graham's foundational 1934 textbook, The Security Analysis Podcast takes the spirit of that book and applies it to modern markets. The host, known online as Value Stock Geek, combines discussions of classic investing literature with practical stock analysis and conversations with other investors who share a fundamentals-first approach.

The show publishes roughly monthly, with episodes running about an hour each. The 107-episode catalog covers a wide range of territory: book reviews of investing classics, interviews with professional and independent investors, personal finance strategy discussions, and detailed stock analysis segments. The pace is relaxed and thoughtful, which fits the value investing mindset of taking your time rather than reacting to every market headline.

What distinguishes this podcast from larger shows is the grassroots authenticity. This isn't a production from a major media company or financial institution. It's an independent investor sharing genuine analysis and learning in public. The book discussion episodes are particularly strong, connecting ideas from Graham, Klarman, Greenblatt, and other value investing authors to current market conditions.

The show holds a perfect 5.0-star rating on Apple Podcasts, though from a smaller base of 14 reviews. The Substack-based distribution means new episodes often come with written companion pieces that add context and data to the audio discussions. For investors who grew up on value investing books and want a podcast that treats those ideas with the same seriousness, The Security Analysis Podcast delivers that old-school analytical approach with a modern sensibility.

Phil Town and his daughter Danielle have spent years walking listeners through the same Rule #1 framework Phil built his career on, an approach rooted firmly in Buffett and Munger's school of thought. The father-daughter dynamic gives the show its character. Phil teaches with the patience of someone who has explained margin of safety a thousand times, while Danielle pushes back, asks the questions a beginner would actually ask, and refuses to let jargon slide by unchallenged. That makes the show one of the more accessible entry points for people who want to learn fundamental analysis without feeling lost in spreadsheets. Episodes cover Phil's four Ms (meaning, moat, management, margin of safety), how to read a 10-K without losing focus, and how to think about owner earnings, return on invested capital, and intrinsic value calculations. The hosts also discuss current market conditions, recent Berkshire moves, and investing books worth reading. The format alternates between teaching episodes and interviews with hedge fund managers, authors, and analysts who share how they actually pick businesses to own. With hundreds of episodes in the archive, InvestED works equally well as a structured learning curriculum and as ongoing companionship for anyone trying to build conviction in their own portfolio decisions. The tone stays warm and honest, which makes the harder lessons stick and keeps newer investors coming back week after week.

Southeastern Asset Management has been running concentrated value portfolios out of Memphis since 1975, and this podcast pulls back the curtain on how the firm actually thinks about businesses, management teams, and the gap between price and intrinsic worth. Hosted by members of the investment team, episodes typically feature an in-house analyst walking through a position in the Longleaf Partners Funds or sitting down with a CEO from one of the firm's portfolio companies for an extended conversation. The interviews stand out because they are not promotional. Southeastern owns these businesses for years, often through real volatility, so the questions get specific quickly: capital allocation decisions, why a particular acquisition made sense, how the operator thinks about returning cash to shareholders, what the next five years actually look like. There are also episodes dedicated to the firm's investment philosophy, including discussions of business quality, management partnership, and the discount required before they will commit capital. For listeners studying long-term concentrated value investing as it is practiced inside an established firm, the show offers something most podcasts cannot, which is access to working analysts explaining their reasoning out loud while the position is still on the books. New episodes appear roughly monthly, and the back catalog offers a rich archive of conversations with operators across consumer, energy, financials, and industrial businesses going back several years.

Antipodes Partners is a Sydney-based global equities manager run by Jacob Mitchell, formerly of Platinum Asset Management, and the firm's house style is what they call pragmatic value, which means buying quality businesses trading at attractive multiples while staying alert to structural change. Good Value puts that philosophy on tape. Episodes feature Antipodes portfolio managers and sector analysts unpacking how they think about specific industries, where they currently see mispricing, and which long-running narratives the market has gotten wrong. Recent topics have included semiconductor cycles, European industrials, Chinese internet platforms, and the question of whether mega-cap tech still qualifies as value at current prices. What makes the show useful is that the analysts are not trying to sound smart for an audience of other professionals, they are trying to explain a framework clearly enough that a thoughtful retail investor can follow the reasoning and apply parts of it themselves. The Australian and global perspective is also a refreshing counterweight to the heavy US-centric tilt of most value investing media, with regular discussion of Asian and European names that rarely come up on American shows. Episodes run thirty to forty-five minutes and the release cadence is roughly twice monthly, which keeps the archive manageable for new listeners and easy to follow alongside the firm's published commentary.

The Value Perspective comes from Schroders' value team in London, a group that has been running contrarian global and UK equity strategies for decades and writing thoughtfully about behavioural finance the entire time. The podcast reflects that intellectual heritage. Rather than constant stock pitches, host Juan Torres Rodriguez and his colleagues invite economists, historians, psychologists, fund managers, and authors on for long conversations about how investors actually make decisions, why disciplined frameworks beat instinct, and what the historical record says about expensive markets, cheap markets, and the periods nobody wants to live through. Guests have included Howard Marks, Edward Chancellor, Daniel Crosby, Morgan Housel, and a long list of academics whose work shapes how the team thinks about probability and process. There are also episodes where members of the value team explain how they construct portfolios, screen for opportunity sets, and handle the psychological pressure of being early on a contrarian call. The result is a show that treats value investing as a craft requiring continuous education rather than a fixed formula. Episodes run forty to sixty minutes and arrive weekly, making it one of the more substantial listening commitments on this list, but rewarding for anyone serious about the discipline and willing to spend time on the behavioural side of the practice as much as the analytical side.

KonichiValue is a relatively new podcast built around something most English-language value investors barely touch, which is the deep universe of small and micro-cap Japanese equities trading below book value, sometimes below net cash. The host is a working analyst who runs a Substack of the same name and has been documenting individual Japanese companies for years, walking through balance sheets, parent-subsidiary relationships, governance reform progress, and the slow grind of corporate change happening since the Tokyo Stock Exchange started pressuring listed firms to address their price-to-book problem. Episodes typically feature interviews with other Japan-focused investors, fund managers running dedicated Japan strategies, activists pushing for capital returns, and occasionally Japanese executives themselves. The conversations get into the granular details that make the market interesting, things like cross-shareholdings, the practical mechanics of tender offers, why some cash-rich companies still resist buybacks, and where the genuine special situations currently sit. For anyone whose value investing diet has been entirely American or European, the show is a useful expansion of the opportunity set into one of the most overlooked corners of the developed world. Released roughly twice a month, with a back catalogue that pairs well with the written research on the accompanying Substack for listeners who want to follow specific names from one episode to the next.