RWH066: Essential Truths w/ Howard Marks, Nima Shayegh & William Green
We Study Billionaires - The Investor’s Podcast Network
Integrating Emotion and Intuition in Investing
William discusses balancing numbers with emotional signals and how quality often produces physiological reactions.
William Green highlights essential truths about investing, business & life that emerged from two of his favorite interviews with Howard Marks and Nima Shayegh. This episode also explores powerful lessons on resilience from Bill Miller & Epictetus. IN THIS EPISODE YOU’LL LEARN: 00:00:00 - Intro 00:04:31 - How investing legend Howard Marks views the euphoria over AI 00:11:10 - What potential mistakes he warns against in this environment 00:13:23 - What essential lessons William Green has learned from Howard 00:23:00 - How Howard keeps an even keel amid extreme uncertainty 00:26:09 - Why Howard, like Einstein, doesn’t think much about the future 00:34:19 - Why investing early & not “tampering” is the key to success 00:38:39 - How Nima Shayegh looks beyond numbers to find great stocks 00:44:19 - How to harness intuition & emotion in the investment process 00:49:13 - How products from Tesla & Amazon inspire “blown-awayness” 00:57:10 - What Nima learned from his famed mentor, Lou Simpson 01:04:38 - How Lou’s success was built on humility 01:19:55 - How Lou & Nima inspire William’s yearning for a spacious life 01:23:56 - How to handle suffering with help from Bill Miller & Epictetus
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
- Inquire about William Green’s Richer, Wiser, Happier Masterclass.
- Howard Marks’ Memos: The Complete Collection.
- Edward Chancellor's Devil Take the Hindmost.
- Allen Benello, Michael van Biema, Tobias Carlisle's Concentrated Investing.
- William Green’s podcast interview with Howard Marks.
- William Green’s podcast interview with Nima Shayegh.
- William Green’s book, Richer, Wiser, Happier.
- Follow William Green on X.
- Related books mentioned in the podcast.
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