Best Doug Egge Podcasts (2025)

1
How Countries Go Broke (June 2025 Fintwit Book Club) 1:06:40

1d ago1:06:40

1:06:40

In this monthly book club edition of Yet Another Value Podcast, host Andrew Walker is joined by Byrne Hobart of The Diff and Capital Gains to unpack Ray Dalio’s latest book, How Countries Go Broke: The Big Cycle. The pair probe Dalio’s sweeping macroeconomic theories, debt cycles, historical analogies, and technology’s role in shaping the future. T…

1
#21. Secrets to a Healthier Palate and Lifestyle with Chef Danielle Christy 56:57

2d ago56:57

56:57

Episode #21: Transform the way you approach meal planning and preparation with transformative insights from chef Danielle Christy. Uncover the secret to navigating picky eaters and hectic schedules without sacrificing flavor or nutrition. Danielle shares her journey from a childhood passion to developing a culinary service that delivers convenience…

1
Yummy Century Egg's Guowei Zhang on Echostar $SATS 1:11:15

3d ago1:11:15

1:11:15

In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Guowei from the substack "Yummy Century Stocks" for an extensive discussion on EchoStar (SATS). They dig into the company’s complex structure, diving deep into its failing satellite and pay TV segments, and the potential trapped value in its wireless spectrum assets. The …

1
Rhizome Partner's Bill Chen's post-NAREIT takeaways 1:16:42

8d ago1:16:42

1:16:42

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Bill Chen of Rhizome Partners, one of the platform's most popular and deeply knowledgeable guests in real estate investing. Fresh from attending NAREIT, Bill unpacks trends across the public and private real estate sectors, offering a unique vantage on REIT performance, …

1
#20. Parenthood, Influencer Adventures, and Family Life in the Digital Age 43:48

9d ago43:48

43:48

Episode #20: Ever wondered how a simple couch chat can evolve into a thriving podcast community? Join us on a heartfelt journey as we reflect on our podcast's extraordinary growth, inspired by touching stories like that of Scarlett, who moved us all. We marvel at the whirlwind of parenting, sharing our amazement at how quickly the school year has f…

1
Findell Capital's Brian Finn on Oportun $OPRT 45:48

11d ago45:48

45:48

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Brian Finn of Findell Capital for his fourth appearance. Brian, owning approximately 10% of Oportun Financial (OPRT), discusses his ongoing proxy battle to reform the company’s board. He explains how Oportun’s shift from a focused lender to an unfocused “fintech empire” …

1
Recurve Capital's Aaron Chan on Cogent $CCOI 1:26:00

16d ago1:26:00

1:26:00

In this episode of Yet Another Value Podcast, host Andrew Walker returns with Aaron Chan from Recurve Capital to explore Cogent Communications (CCOI). Aaron breaks down the legacy internet business, the Sprint wireline acquisition, and the complex financial transformation underway. The conversation highlights CEO Dave Schaeffer’s strategic vision, …

1
#19. Crystal Kung Minkoff on Authenticity in the Spotlight 58:02

16d ago58:02

58:02

Episode #19: Crystal Kung Minkoff, the trailblazing first Asian American cast member on "Real Housewives of Beverly Hills," graces our show with her candid reflections. Crystal offers a fresh perspective on her journey, from navigating the dynamics of reality TV filming to embracing her Chinese heritage, including her lineage from Confucius. Her in…

1
Kontrarian Korner's Ben Kelleran on Sable Offshore $SOC 54:34

21d ago54:34

54:34

In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Ben Kelleran of Kontrarian Korner to discuss Sable Offshore, a company attempting to revive the Santa Ynez oil unit off the California coast. They explore the high-stakes nature of this investment, dissect the complex legal battles with California regulators, and assess th…

1
The Snowball (May 2025 Fintwit Book Club) 1:15:15

23d ago1:15:15

1:15:15

In this edition of the Yet Another Value Podcast Book Club, host Andrew Walker reunites with Byrne Hobart of The Diff to revisit The Snowball, Alice Schroeder’s biography of Warren Buffett. Triggered by Buffett’s recent retirement, the two reflect on how their views have evolved since first reading the book in their 20s. They unpack Buffett’s compl…

1
#18. IVF, Surrogacy, Infertility, Freezing Eggs with Lila Dayani & Stephanie Levich 59:13

23d ago59:13

59:13

Episode #18: Unlock the secrets to navigating the fascinating and emotionally complex worlds of surrogacy and genetic counseling. Join us as Lila and Stephanie, trailblazers in their respective fields, share their professional journeys and personal insights. Lila, a seasoned genetic counselor, talks about her mission at Genevie Health to empower ex…

1
Muddy Waters' Darren McLean on investing in the mining sector 55:26

24d ago55:26

55:26

In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Darren McLean of Muddy Waters about investing in the mining sector. Darren shares how informational edges and a deep understanding of data can yield outsized returns in a space often overlooked by generalists. They discuss the inefficiencies in mining markets, the value of…

1
Episode 25: Chickens, Choices and Checkout lines 32:38

25d ago32:38

32:38

Local Food Week Special Just in time for Local Food Week 2025, we’re cracking open an important conversation about how farmers can confidently engage with the public about poultry production. Our guest this week is none other than Janelle Cardiff—Field Operations Manager at Grey Ridge Eggs and Chair of Farm & Food Care Ontario. Janelle brings her p…

1
Fintool's Nicolas Bustamante on using AI to improve in investing 1:08:24

29d ago1:08:24

1:08:24

In this episode of Yet Another Value Podcast, host Andrew Walker speaks with Nic Bustamante, founder of FinTool, an AI-powered platform designed for equity analysts and investors. They probe how AI is transforming investment workflows, from memo creation to screening and qualitative analysis. Nic shares examples of institutional adoption, discusses…

1
#17. Cooking, Kibbitzing, and Coming Into His Own: Our Chat with Doug Budin 56:11

1M ago56:11

56:11

Episode #17: From navigating the quirks of gated communities to sharing his impeccable South African accent, Doug Budin joins us for a conversation filled with humor and heart. Doug's stories from Jeff Lewis Live often leave us in stitches, and today, we take a deeper look at the man behind those entertaining tales. With anecdotes about his love fo…

1
Pitch the PM's Doug Garber on $TUSK's mammoth cash balance 51:56

1M ago51:56

51:56

In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Doug Garber, founder of the Pitch the PM podcast, to dissect Mammoth Energy (TUSK). They explore TUSK's mammoth (pun intended) cash holdings relative to its market cap, past challenges including fracking and Puerto Rico operations, and the implications of recent asset sal…

1
Planet Microcap 2025 Q&A with Artem Fokin of Caro-Kann Capital 34:11

1M ago34:11

34:11

In this episode of Yet Another Value Podcast, host Andrew Walker shares a keynote Q&A from the Showcase Vegas event with returning guest Artem Fokin of Caro-Kann Capital. Artem breaks down his concept of “superpowers” in investing—an individual’s unique edge based on comparative advantage—and how it shapes portfolio decisions. The discussion extend…

1
#16. From Tragedy to Choosing Love 58:45

1M ago58:45

58:45

Episode #16: Scarlett Lewis's world was forever changed by the tragic loss of her son, Jesse, during a school shooting. Yet, from an unimaginable sorrow emerged a mission anchored in the powerful words Jesse left behind: "nurturing, healing, love." Join us as Scarlett shares the incredible journey from grief to founding the Choose Love Movement, an…

1
Pershing Square Challenge 2025 winners on Carlisle $CSL 1:03:49

1M ago1:03:49

1:03:49

In this episode of Yet Another Value Podcast, host Andrew Walker interviews the first-year Columbia MBA team who unanimously won the 18th Annual Pershing Square Challenge with their investment thesis on Carlisle Companies (CSL). The team—Tuan, Dimitry, and Erik—shares their detailed research into the commercial roofing giant, exploring its competit…

1
Random Ramblings May 2025 35:18

1M ago35:18

35:18

In this May 2025 edition of Yet Another Value Podcast, host Andrew Walker shares a range of thoughts in his monthly solo ramble. He opens with macro commentary on market resilience post-"Liberation Day" and ongoing CEO uncertainty. He transitions to the role of AI in investing, using analogies from sports to explore how AI may alter investor succes…

1
#15. Hair is Everything with Brazilian Blowout Founder Britney Semler & Kashmir Extensions Owner Kiki Tobar 51:25

1M ago51:25

51:25

Episode #15: Feeling like yourself again can sometimes start with something as simple as a good hair day. Join us in this inspiring episode as we explore the profound impact hair can have on self-esteem and femininity, especially for women who have faced the challenge of hair loss. Our guests, Kiki Tobar, a gifted extension specialist, and Britney …

1
Cliff Sosin from CAS on Carvana and a bunch of other stuff $CVNA 1:24:30

2M ago1:24:30

1:24:30

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Cliff Sosin of CAS Investment Partners for his second appearance. Known for his concentrated, long-term investing approach, Cliff discusses the unique characteristics of Carvana's lending model, the intricacies of subprime finance, and why he believes Carvana's comeback …

1
#14. Vida is NOT Having the Healing 55:52

2M ago55:52

55:52

Episode #14: Join us on this heartwarming journey in "Heal to Feel," where we explore the profound themes of family, loss, and spiritual communication. Our special guests, MJ's mother, Vida Javid, and psychic medium Shinka, bring a unique perspective to the table. Vida shares her touching reflections on the passing of her father and siblings, and t…

1
Clashing Over Commerce (Fintwit Book Club April 2025) 1:00:47

2M ago1:00:47

1:00:47

In this episode of the Yet Another Value Podcast FinTwit Book Club, Andrew Walker is joined by Byrne Hobart of The Diff to discuss Clashing Over Commerce, a sweeping political and economic history of U.S. trade policy. Against the backdrop of current debates on tariffs, they explore how deeply tariffs shaped American politics, the surprising econom…

1
Episode 24: Artificial Intelligence in your Poultry Barn 1:20:25

2M ago1:20:25

1:20:25

🐔💻 Poultry farming meets artificial intelligence! 🎧 Listen now and see what’s possible. In this episode, I sat down with David Speller from @OptiFarm to talk about how artificial intelligence is already changing barns around the world — and what it could mean for your farm. We discuss how to get started, and what it can actually do for you. After t…

1
AI in Investing with Daloopa's founder Thomas Li 1:05:59

2M ago1:05:59

1:05:59

In this episode of Yet Another Value Podcast, host Andrew Walker shares a webinar conversation with Thomas Li, CEO and co-founder of Daloopa, diving into how AI is transforming the workflows of fundamental investors. They explore real-world applications across hedge funds and investment banks, highlighting both the promise and current limitations o…

1
#13. Ask the Universe - Then Scrub Your Upper Arms 52:41

2M ago52:41

52:41

Episode #13: Join us as we explore the power of positive self-talk, intuition, and the impact of manifestation on personal growth. We dive into the insights of experts like Dr. Joe Dispenza and Sherry Reiki, and embark on a journey through re-parenting and inner child work. These themes form the backbone of self-worth and emotional healing, guiding…

1
#12. MJ & Tommy’s Psychic Session Beats Couples Therapy?! 1:00:58

2M ago1:00:58

1:00:58

Episode #12: MJ’s husband Tommy, a staunch skeptic of psychic readings, has a life-altering session with our guest, the extraordinary psychic medium Shinka, who makes him reconsider his stance. Today, Tommy shares his journey from doubt to belief, rooted deeply in his personal history and his evolving relationship with his late father. Shinka, with…

1
#11. Botox, Boundaries & Baby Trauma 53:13

2M ago53:13

53:13

Episode #11: Growing up, we were the kind of kids who always asked "why?"—much to the chagrin of our parents. That curiosity sparked some fascinating conversations about authority, independence, and resilience that have stayed with us into adulthood. In this heartfelt episode, we share personal stories that reflect how asking the right questions ca…

1
Random Ramblings April 2025 28:00

2M ago28:00

28:00

In this month’s episode of Yet Another Value Podcast, host Andrew Walker goes solo with his April Ramble, recorded just before a whirlwind travel schedule kicks off. He opens with an update on KROS, a position he's long, discussing the company’s surprising move to evaluate strategic alternatives and what it reveals about investor skepticism in the …

1
Avoiding the Zombie Biopharm trap at Keros $KROS 34:47

3M ago34:47

34:47

In this episode of Yet Another Value Podcast, host Andrew Walker returns for a solo discussion on Keros Therapeutics (KROS), a biotech firm navigating a dramatic fall from grace. Once buoyed by hopes for its leading drug Cybo (KER-012), KROS is now reeling from halted trials and a steep drop in share price. Andrew lays out the case for why this com…

1
#10. Giving Up Your Embryos for Adoption?! 1:00:01

3M ago1:00:01

1:00:01

Episode #10: Unlock the secrets of the mind-body connection with us as we journey into the fascinating realm of hypnotherapy and fertility alongside the esteemed Lisa Machenberg. Her expertise offers a fresh perspective on the harmonious blend of Western medicine and hypnotherapy, revealing how this powerful combination can aid in conceiving, even …

1
Windward's Marc Chalfin Turtle Beach Thesis $TBCH 45:45

3M ago45:45

45:45

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Marc Chalfin of Windward Capital to discuss Turtle Beach. Known for its gaming headsets and peripherals, Turtle Beach is at the center of a compelling capital allocation story. Marc outlines why the company’s recent PDP acquisition, aggressive buyback strategy, and posit…

1
David Capital's Adam Patinkin Updates the Vistry Thesis $VTY 1:00:55

3M ago1:00:55

1:00:55

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Adam Patinkin of David Capital for his third appearance—this time for a much-requested update on British homebuilder and regeneration specialist Vistry (RY). Adam originally laid out a bold thesis in early 2024 that Vistry’s transition to a pure-play partnerships busines…

1
Focus Capital Advisers' Mordechai Yavneh on the greatest acquisition of all time (Valeura Energy) 1:01:25

3M ago1:01:25

1:01:25

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Mordechai, head of Focus Capital Advisers, for his third appearance. They unpack what Mordechai calls the greatest acquisition of all time—Valeura Energy's buyout of Gulf of Thailand oil assets. The two deals, acquired at rock-bottom prices, now generate more than their …

1
#9. Jeff Lewis and Scary Sherri (Part 2) 40:55

3M ago40:55

40:55

Episode #9: Jeff Lewis, Shane Douglas, Liat Gerszt and Mercedes Javid are joined by Scary Sherri on Part 2 of Jeff's visit. Scary Sherri is the psychic with an uncanny knack for eerily accurate predictions, graces us with her presence in this captivating episode. Her deep connection with our team spans over 15 years, and today, she shares her uniqu…

1
March 2025 Fintwit Book Club: Diary of a Very Bad Year with Byne Hobart from The Diff 1:05:54

3M ago1:05:54

1:05:54

In this episode of the Yet Another Value Podcast Monthly Book Club, host Andrew Walker is joined by Byrne Hobart, author of The Diff newsletter, to discuss Diary of a Very Bad Year: Confessions of an Anonymous Hedge Fund Manager. The conversation explores the book’s candid insights from a hedge fund manager navigating the 2008 financial crisis. And…

1
Episode 23: Managing Manure, Maximizing Potential 23:46

3M ago23:46

23:46

In this episode we will explore poultry manure insights with Christine Brown. She is the Sustainability Specialist – Field Crops, Ontario Ministry of Agriculture, Food and Agribusiness (OMAFA). We will discuss what makes poultry manure unique, and the strategies that will sult in the best use as well as profitability of your nutrients. You may want…

1
David Capital Partners' Adam Patinkin on Lifecore's CDMO business $LFCR 1:11:52

3M ago1:11:52

1:11:52

Adam Patinkin, CFA, Managing Partner at David Capital Partners, LLC, joins the podcast to discuss his thesis on Lifecore Biomedical, Inc. (NASDAQ: LFCR), a fully integrated contract development and manufacturing organization (“CDMO”). For more information about David Capital Partners, please visit: https://davidpartners.com/ Chapters: [0:00] Introd…

1
#8. Jeff Lewis Gets Raw & Real with Us (Part 1) 57:28

3M ago57:28

57:28

Episode #8: When Jeff Lewis set out on his journey from house flipping to becoming a household name, little did he know how fame would transform his life. Reflecting on his rise to public life, Jeff shares the humorous yet poignant tale of an accidental TV villain discovering peace within his self-made bubble. Together we explore the unexpected pat…

1
Plural Investing's Chris Waller on the entertainment and hospitality turnaround at Seaport $SEG 1:09:50

3M ago1:09:50

1:09:50

Chris Waller, Founder and CIO at Plural Investing, joins the podcast for the third time to discuss his thesis on Seaport Entertainment Group Inc. (NYSE American: SEG), whose focus is to deliver unparalleled experiences through a combination of restaurant, entertainment, sports, retail and hospitality offerings integrated into one-of-a-kind real est…

1
Random Ramblings March 2025: the market sell off, relationships with management teams, corp gov 31:35

3M ago31:35

31:35

Welcome to the March 2025 edition of Andrew's Random Ramblings on the Yet Another Value Podcast. Once a month, Andrew will share thoughts on a few topics - this episode includes: the market sell off, relationships with management teams - pros and cons, activism and corporate governance, and where to live Chapters: [0:00] Introduction + Episode spon…

1
Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP 59:11

3M ago59:11

59:11

Jordan McNamee, Founder and CIO of Optimist Fund, joins the podcast to share his thesis on ThredUp Inc. (Nasdaq: TDUP, LTSE: TDUP), one of the largest online resale platforms for apparel, shoes, and accessories. For more information about Optimist Fund, please visit: https://www.optimistfund.com/ Chapters: [0:00] Introduction + Episode sponsor: Dal…

1
#7. Dhar Mann & Laura Avila's Journey to 60 BILLION YouTube Views 1:01:43

3M ago1:01:43

1:01:43

Episode #7: Join us on an inspiring journey as we sit down with the phenomenal Dhar Mann and Laura to explore their unexpected path to success in viral content creation. Their story begins with a rocky introduction as neighbors, turning into a transformative friendship that laid the groundwork for their thriving partnership. Dhar shares a pivotal m…

1
Simon Kold, Author of "On the Hunt for Great Companies", on what makes a great company 47:50

4M ago47:50

47:50

Simon Kold, Author of "On the Hunt for Great Companies" and Founder & Portfolio Manager at Kold Investments, joins the podcast to discuss what makes a great company based on his research and writing of his new book, "On the Hunt for Great Companies." You can buy your copy of Simon's new book, "On the Hunt for Great Companies" here: https://www.amaz…

1
#6. Jamie Kennedy's Path to Hollywood! 1:08:35

4M ago1:08:35

1:08:35

Episode #6: Join us for an engaging and heartfelt episode as we welcome our celebrity guest, comedian and actor Jamie Kennedy! Jamie shares their personal journey of overcoming early struggles and family dynamics. Listen in as Jamie opens up about growing up with constant criticism, feeling like the family scapegoat, and the emotional impact these …

1
Alex Morris, TSOH & Author of "Buffett and Munger Unscripted", talks 2024 Berkshire Annual Letter 48:00

4M ago48:00

48:00

Alex Morris, Author of "Buffett and Munger Unscripted" and Owner & Analyst at TSOH Investment Research, joins the podcast to discuss the 2024 Berkshire Annual Letter. You can buy your copy of Alex's new book, "Buffett and Munger Unscripted" here: hhttps://amzn.to/4asUWNi Chapters: [0:00] Introduction + Episode sponsor: Fintool [2:40] Alex's initial…

1
Episode 22: Managing Deadstock 40:18

4M ago40:18

40:18

In this epsidoe we will discuss the methods of deadstock management. Key themes will include the importancce of proper deadstock management, common deadstock disposal methods, and biosecurity best practices. Guest speakers include Al Dam, and Dan Ward from the Ontario Ministry of Agriculture, Food and Agribusiness. Al is the Provincial Poultry Spec…

1
Advanced Portfolio Management: A Quant's Guide for Fundamental Investors (Fintwit Book Club) 54:01

4M ago54:01

54:01

Welcome to the latest edition of Yet Another Value Podcast's Book Club. Once a month, Andrew and co-host, Byrne Hobart, will discuss their thoughts on the book, "Advanced Portfolio Management: A Quant's Guide for Fundamental Investors" by Giuseppe A. Paleologo. See Byrne's writing at: https://www.thediff.co/ "Advanced Portfolio Management: A Quant'…

1
#5. MJ's Father Visits Through Psychic Medium Shinka! 1:02:21

4M ago1:02:21

1:02:21

Episode #5: What if you could bridge the gap between this world and the next? Join us as we welcome the extraordinary psychic medium Shinka, who shares her unique gift of connecting with the spirit world. In a heartfelt conversation, Shinka gives an unexpected reading, conveying a touching message from our host's mom and demonstrating the authentic…

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