The 12 Best Value Investing Podcasts (2026)

We Study Billionaires is the biggest stock investing podcast on the planet, and it earned that spot. With over 180 million downloads and 1,200+ episodes, the show has become required listening for anyone serious about understanding how the world's greatest investors actually think. The team behind it includes Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve, each hosting different series within the network.

The format varies depending on which host is at the mic. Stig and Clay tend to break down individual companies and investing frameworks in meticulous detail. William Green's "Richer Wiser Happier" series brings long-form conversations with legendary investors like Howard Marks, Mohnish Pabrai, and Guy Spier, focusing as much on life philosophy as portfolio strategy. Episodes typically run 60 to 90 minutes, and new ones drop daily across the various series.

What sets this apart from most investing podcasts is the depth of preparation. When the hosts cover Warren Buffett's annual letter or dissect a Berkshire Hathaway shareholder meeting, they bring genuine analytical rigor rather than surface-level commentary. The show also dedicates significant time to book breakdowns, recently covering works like Daniel Kahneman's "Thinking Fast & Slow" with practical investing applications.

The podcast carries a 4.6-star rating from over 3,200 reviews on Apple Podcasts, which is impressive for a show that's been publishing since 2014. If you want a single podcast that covers value investing, macroeconomics, and the mental models behind great capital allocation, this is the one to start with.

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.

Tobias Carlisle wrote "The Acquirer's Multiple" and "Deep Value," two books that became essential reading for quantitative value investors. His podcast is an extension of that same focused approach: finding stocks that are cheap on an absolute basis and figuring out why the market is pricing them that way.

The show runs in two distinct formats. The weekly Tuesday episodes at 1:30 PM ET feature Tobias alongside co-hosts Jake Taylor and Bill Brewster for a roundtable discussion they call "Value: After Hours." These are loose, conversational sessions covering market news, investment ideas, and whatever else is on their minds. Then there are the one-on-one interviews where Tobias sits down with fund managers, activists, and analysts who specialize in deep value, special situations, and event-driven strategies.

With over 420 episodes and a 4.6-star rating from nearly 300 reviews, the show has carved out a loyal audience among serious stock pickers. Recent guests have included investors focused on emerging market value plays in China, Indonesia, and Taiwan, which gives you a sense of how global the coverage gets.

The chemistry between the three regular hosts is genuine. Jake brings thoughtful frameworks and analogies, Tobias anchors everything in valuation metrics, and Bill adds a contrarian streak that keeps things interesting. If you're the kind of investor who gets excited about companies trading below net current asset value or activists building stakes in underperforming businesses, this podcast speaks your language.

Patrick O'Shaughnessy has built what many consider the best long-form investing interview show in existence. The premise is simple: sit down with the smartest investors, founders, and business operators on the planet and have a real conversation about how they think. The execution is what makes it exceptional. Patrick comes prepared, asks genuinely curious questions, and knows when to push back versus when to let a guest run.

The show has amassed 565 episodes since 2016, publishing weekly with conversations typically running about an hour. Guests include venture capitalists, public market investors, CEOs, and academics. Recent episodes have featured names like Josh Kushner discussing concentration and conviction in portfolio construction. The breadth is impressive, but the through-line is always about understanding competitive advantages, capital allocation, and long-term business quality.

Patrick's own background matters here. He runs O'Shaughnessy Asset Management and grew up around investing (his father Jim O'Shaughnessy wrote "What Works on Wall Street"). That gives him credibility with guests who might otherwise stick to rehearsed answers. The conversations frequently go places that more surface-level shows never reach.

With a 4.7-star rating from over 2,250 reviews, the audience has clearly responded to the quality. Colossus, the media company behind the show, also produces full transcripts and supplementary materials at joincolossus.com. For value investors specifically, the episodes covering moats, capital cycles, and business analysis frameworks are particularly strong.

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.

Phil Town is a hedge fund manager who turned Warren Buffett's investing principles into a system he calls Rule #1 Investing. His daughter Danielle is an attorney who started the podcast as a genuine student of her dad's approach. That father-daughter dynamic is what makes InvestED work so well as a learning tool. Phil explains concepts in plain English, and Danielle asks the questions that a smart beginner would actually have.

The show has nearly 500 episodes covering everything from calculating intrinsic value and understanding moats to reading financial statements and evaluating management quality. Phil's framework is unambiguously Buffett-inspired: buy wonderful companies at attractive prices with a margin of safety, then hold them. Episodes typically run 30 to 50 minutes, making them digestible for commutes or workouts.

Phil brings real credibility to the table. He's authored three New York Times bestselling investment books and manages his own fund. But the podcast's strength is accessibility. He consistently breaks down concepts like return on invested capital, owner earnings, and competitive advantages in ways that don't require an MBA to follow. Danielle's presence keeps the show grounded because she's genuinely learning alongside the audience.

The show has earned a 4.4-star rating from nearly 1,500 reviews. One thing to note: the release schedule has been somewhat inconsistent lately, with some gaps between new episodes and occasional vault rereleases. But the back catalog alone is a comprehensive value investing education that rewards binge-listening from the start.

If you want to learn how to actually value a business rather than just talk about it, The Intrinsic Value Podcast is built specifically for that purpose. Hosts Shawn O'Malley and Daniel Mahncke take a single company each week, break down its competitive advantages, estimate its intrinsic value per share, and decide whether it belongs in an ongoing model portfolio they build out in real time on the show.

The format is hands-on and educational. Each episode runs about 60 to 90 minutes and follows a structured approach: business overview, competitive analysis, financial deep dive, and valuation estimate. Recent episodes have covered companies like Constellation Software during a historic drawdown, walking listeners through the actual math of why a particular price might represent a buying opportunity. It's the kind of specificity that most investing podcasts avoid.

With 752 episodes and a weekly publishing schedule, the back catalog represents an enormous library of individual company analyses. The show is part of The Investor's Podcast Network (the same team behind We Study Billionaires), which brings production quality and a built-in audience. The hosts target newer and intermediate-level investors, making the explanations clear without dumbing things down.

The podcast holds a 4.6-star rating from 553 reviews. For anyone who learns best by watching someone work through real examples rather than just hearing theory, this is probably the most practical value investing podcast available. It's one thing to read about discounted cash flow analysis; it's another to hear someone apply it to a company you can look up and follow along with.

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 professional equity analyst before turning his attention to investor education, and Behind the Balance Sheet reflects that background. The show focuses on forensic accounting, valuation, and capital cycles, the unsexy but critically important skills that separate good stock pickers from everyone else.

The guest roster is genuinely impressive for a podcast with only about 63 episodes. Clapham has landed interviews with Terry Smith (the quality investing legend behind Fundsmith), John Armitage of Egerton Capital, Mario Gabelli, Bill Nygren, Tom Gayner, and Nick Train. Each conversation runs 50 minutes to about 90 minutes, with Clapham bringing the kind of detailed financial questions that these guests rarely get asked on other shows. The episode with Terry Smith on quality, valuation, and long-term compounding is a standout.

New episodes arrive roughly monthly, which means the pace is deliberate rather than frantic. But the tradeoff is that every episode feels substantial. Clapham isn't filling airtime; he's extracting specific, actionable insights about how top investors analyze businesses, spot accounting red flags, and think about position sizing.

The show holds a 4.8-star rating from 46 reviews. It's aimed at a sophisticated audience: private investors who already know the basics, professional analysts looking to sharpen their skills, and portfolio managers who want to hear how their peers approach similar problems. If you care more about understanding a company's financial statements than hearing someone's market outlook, this podcast was made for you.

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.