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Thematic reading list | Reading time: 1 minute | Updated March 2026 | 6 resources

The Best Podcast Episodes on Strategy and Competition: A Curated Guide

Standout episodes from Acquired, Founders, Invest Like the Best, and more—annotated with FTN playbook cross-links.

Nobody curates individual podcast episodes by strategy topic—most lists recommend shows, not specific installments. This page highlights standout episodes from top business podcasts, annotated with what makes each worth your scarce listening time.

Company Deep-Dives

Acquired — NVIDIA, Costco, Berkshire episodes

Acquired · Podcast

Multi-hour company histories with sourced narratives—the best single-episode business education available.

Founders Podcast — Rockefeller, Disney, Nike episodes

David Senra · Podcast

Biography-driven operator lessons—passion and sourcing make up for production simplicity.

Investor and Strategy Conversations

Invest Like the Best — strategy guest episodes

Patrick O'Shaughnessy · Podcast

Investor and operator interviews—deep on capital allocation, moats, and competitive dynamics.

The Knowledge Project — mental model episodes

Shane Parrish · Podcast

Decision-making and thinking frameworks in conversation format.

Technology and Platform Strategy

Stratechery / Exponent — aggregation and platform episodes

Ben Thompson · Podcast

Technology strategy analysis in weekly discussion—useful for real-time market interpretation.

a16z Podcast — selected industry deep-dives

Andreessen Horowitz · Podcast

Sector-specific essays in audio form—pick by your current domain focus.

Go deeper in the FTN Library

Warren BuffettJeff BezosAmazon

Related mental models

first principles thinkingsustainable competitive advantageincentivesfeedback loops

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