Rational Investor Podcast

About Rational Investor Podcast

Learn from the world's greatest investors. In every episode, I share one big idea (from an investing legend) that you can use to become a more successful investor.

Publisher

Ashby Daniels

Category

business

Language

en

Explicit

No

First episode

13 Jan 2025

Latest episode

3 Jul 2025

Latest episodes

19 episodes in the feed.

1. 

   3 Jul 2025

   #008 Charlie Munger on Flashy Investments

   Charlie Munger's insights on flashy investments are explored, revealing the dangers of prioritizing hype over fundamental value in the market.

2. 

   2 Jul 2025

   #007 Michael Mauboussin on Hindsight Bias

   Michael Mauboussin explores hindsight bias and its impact on investment decision-making, offering insights into how to avoid common pitfalls in evaluating past events; this is an interview.

3. 

   1 Jul 2025

   #006 Nick Sleep on the Value of Time

   Ashby Daniels discusses Nick Sleep's Nomad Investment Partnership Letters, focusing on the value of time in investing and its potential impact on long-term gains.

4. 

   30 Jun 2025

   #005 Francois Rochon on "It Never Feels Like a Good Time to Invest"

   Francois Rochon explores why it never feels like a good time to invest, offering insights into long-term investment strategies and market timing challenges in this interview with Ashby Daniels.

5. 

   27 Jun 2025

   #004 Steven Johnson on Unexpected Progress

   Steven Johnson's book *How We Got to Now* inspires a discussion on progress and innovation, offering listeners insights into historical advancements and their impact.

6. 

   26 Jun 2025

   #003 Terry Smith on Doing Nothing

   Terry Smith discusses the merits of a passive investment strategy and the advantages of long-term holding, emphasizing the benefits of minimal portfolio turnover.

7. 

   25 Jun 2025

   #002 Howard Marks on The Importance of Avoiding Losers

   Howard Marks shares insights on avoiding losers in investing, emphasizing the critical role of loss prevention in achieving superior performance, as discussed by Ashby Daniels.

8. 

   24 Jun 2025

   #001 John Bogle on Asset Allocation (Plus Podcast Relaunch)

   John Bogle discusses asset allocation strategies, providing listeners with insights on making informed investment decisions in this episode featuring his work.

9. 

   19 Mar 2025

   #10 More Information Doesn't Mean Better Predictions

   Click here to see Paul Slovic's study that was referenced throughout the episode. Disclosures: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products, or services. There can be no guarantees or assurances that the views expressed here will be applicable to any particular facts or circumstances and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this “podcast episode” (including all books, articles, podcasts, or any other information referenced within) reflects the personal opinions, viewpoints, and analyses of Ashby Daniels alone, and may not reflect the views of anyone else. AI was used to help produce the script for this episode. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Any charts, graphs, data, and analysis provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Investments in securities involve the risk of loss.

10. 

    12 Mar 2025

    #9 Tsunamis and Investing

    Links to various articles on the nuclear plants discussed: Tsunami stones Fukushima nuclear accident Onagawa nuclear plant Why Fukushima Was Preventable For your candid feedback, you can send an email to ashbydaniels at hey dot com. Disclosures & Disclaimers: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products, or services. There can be no guarantees or assurances that the views expressed here will be applicable to any particular facts or circumstances and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this “podcast episode” (including all books, articles, podcasts, or any other information referenced within) reflects the personal opinions, viewpoints, and analyses of Ashby Daniels alone, and may not reflect the views of anyone else. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Any charts, graphs, data, and analysis provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Investments in securities involve the risk of loss.

11. 

    5 Mar 2025

    #8 Monish Pabrai Shares Six Advantages of Owning Publicly Traded Stocks

    Book referenced in this podcast: The Dhando Investor by Monish Pabrai Disclosures: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be considered nor relied upon in any manner as professional advice, or an endorsement of any practices, products, or services. There can be no guarantees or assurances that the views expressed here will be applicable to any particular facts or circumstances and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this “podcast episode” (including all books, articles, podcasts, or any other information referenced within) reflects the personal opinions, viewpoints, and analyses of Ashby Daniels alone, and may not reflect the views of anyone else. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Any charts, graphs, data, and analysis provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Investments in securities involve the risk of loss.

12. 

    26 Feb 2025

    #7 A Few Highlights from Warren Buffett's 2024 Shareholder Letter

    Berkshire Hathaway 2024 Shareholder Letter referenced in this podcast: Warren Buffett's 2024 Shareholder Letter Disclosures: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be considered nor relied upon in any manner as professional advice, or an endorsement of any practices, products, or services. There can be no guarantees or assurances that the views expressed here will be applicable to any particular facts or circumstances and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this “podcast episode” (including all books, articles, podcasts, or any other information referenced within) reflects the personal opinions, viewpoints, and analyses of Ashby Daniels alone, and may not reflect the views of anyone else. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Any charts, graphs, data, and analysis provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Investments in securities involve the risk of loss.

13. 

    19 Feb 2025

    #6 Howard Marks on Defining Risk

    Books/Memos referenced in this podcast: The Most Important Thing Illuminated by Howard Marks Risk Revisited Again by Howard Marks If you’d like to learn more from the World's Greatest Investors, you will enjoy our Rational Investor Newsletter. You can sign up by clicking here. Disclosures: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be considered nor relied upon in any manner as professional advice, or an endorsement of any practices, products, or services. There can be no guarantees or assurances that the views expressed here will be applicable to any particular facts or circumstances and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this “podcast episode” (including all books, articles, podcasts, or any other information referenced within) reflects the personal opinions, viewpoints, and analyses of Ashby Daniels alone, and may not reflect the views of anyone else. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Any charts, graphs, data, and analysis provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Investments in securities involve the risk of loss.

14. 

    12 Feb 2025

    #5 Howard Marks on Trading vs Investing

    Books referenced in this podcast: The Money Game by 'Adam Smith' The Most Important Thing Illuminated by Howard Marks How to Be Rich by J. Paul Getty If you’d like to learn more from the World's Greatest Investors, you will enjoy our Rational Investor Newsletter. You can sign up by clicking here. Disclosures: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be considered nor relied upon in any manner as professional advice, or an endorsement of any practices, products, or services. There can be no guarantees or assurances that the views expressed here will be applicable to any particular facts or circumstances and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this “podcast episode” (including all books, articles, podcasts, or any other information referenced within) reflects the personal opinions, viewpoints, and analyses of Ashby Daniels alone, and may not reflect the views of anyone else. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Any charts, graphs, data, and analysis provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Investments in securities involve the risk of loss.

15. 

    5 Feb 2025

    #4 Peter Lynch on Forecasting the Market

    What I learned about forecasting from watching Peter Lynch in this video. I've also included a great quote from Tom Gayner from the book, Dear Shareholder by Lawrence Cunningham. If you’d like to join the Rational Investor Newsletter, you can sign up here (https://world.hey.com/ashbydaniels). Disclosures: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be considered nor relied upon in any manner as professional advice, or an endorsement of any practices, products, or services. There can be no guarantees or assurances that the views expressed here will be applicable to any particular facts or circumstances and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this “podcast episode” (including all books, articles, podcasts, or any other information referenced within) reflects the personal opinions, viewpoints, and analyses of Ashby Daniels alone, and may not reflect the views of anyone else. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Any charts, graphs, data, and analysis provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Investments in securities involve the risk of loss.

16. 

    29 Jan 2025

    #3 Warren Buffett on Equities

    What I learned about investing in equities from reading Berkshire Hathaway's 2011 Letter to Shareholders by Warren Buffett. If you’d like to join the Rational Investor Newsletter, you can sign up here (https://world.hey.com/ashbydaniels). Disclosures: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products, or services. There can be no guarantees or assurances that the views expressed here will be applicable to any particular facts or circumstances and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this “podcast episode” (including all books, articles, podcasts, or any other information referenced within) reflects the personal opinions, viewpoints, and analyses of Ashby Daniels alone, and may not reflect the views of anyone else. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Any charts, graphs, data, and analysis provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Investments in securities involve the risk of loss.

17. 

    22 Jan 2025

    #2 Warren Buffett on Bonds

    What I learned about bond investing from reading Berkshire Hathaway's 2011 Letter to Shareholders by Warren Buffett. If you’d like to join the Rational Investor Newsletter, you can sign up here. Disclosures: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products, or services. There can be no guarantees or assurances that the views expressed here will be applicable to any particular facts or circumstances and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this “podcast episode” (including all books, articles, podcasts, or any other information referenced within) reflects the personal opinions, viewpoints, and analyses of Ashby Daniels alone, and may not reflect the views of anyone else. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Any charts, graphs, data, and analysis provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Investments in securities involve the risk of loss.

18. 

    14 Jan 2025

    #1 Warren Buffett on Gold

    What I learned about "investing in gold" from reading Berkshire Hathaway's 2011 Letter to Shareholders by Warren Buffett. If you’d like to join the Rational Investor Newsletter, you can sign up here. Disclosures: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products, or services. There can be no guarantees or assurances that the views expressed here will be applicable to any particular facts or circumstances and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this “podcast episode” (including all books, articles, podcasts, or any other information referenced within) reflects the personal opinions, viewpoints, and analyses of Ashby Daniels alone, and may not reflect the views of anyone else. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Any charts, graphs, data, and analysis provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Investments in securities involve the risk of loss.

19. 

    13 Jan 2025

    #0 Introducing The Rational Investor Podcast

    To subscribe to my newsletter, please visit the link below: Subscribe to the Rational Investor Newsletter (https://world.hey.com/ashbydaniels)

Who has been a guest on Rational Investor Podcast

Names identified in recent episode analyses. Showing up to five guests.

• Michael Mauboussin
• Francois Rochon
• Steven Johnson
• Terry Smith
• Howard Marks

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

7 ratings

Podcast Authority Score: 36 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

60

Social presence

0

YouTube

0

Engagement

32

Contact Rational Investor Podcast

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.