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I recently listened to this and second the recommendation. A couple of others: (The Paul Russo one I was impressed with) (Recently, Jim Grant!)

Graham, Not sure if you are aware (I don't think it has been mentioned yet) Paul interviewed the CEO of Quarto last year: It is an enjoyable listen.

Paul, Excellent reports - been reading daily every day since I found you earlier this year - most importantly never stop stating your honest opinion regarding stocks, especially those 'story stocks' that may have considerable bulletin board holders with blinkers on. Thought you may enjoy the following, it's the new fund from Terry Smith and as usual he is pretty funny in taking a side…

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