We Study Billionaires - The Investor’s Podcast Network
The Investor's Podcast Network
We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market.We Study Billionaires is the largest stock investing podcast show in the world with 180,000,000+ downloads and is hosted by Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve.This podcast also includes the Richer Wiser Happier series hosted by best-selling author William Green. William regularly interviews legendary investors such as Mohnish Pabrai and Guy Spier, exploring what they can teach us about how to succeed in markets and life.And finally, our Bitcoin Fundamentals series is hosted by Preston Pysh, where he interviews prominent figures in the Bitcoin and macroeconomic space. To learn more about TIP, you can visit theinvestorspodcast.com or subscribe to our free daily newsletter here.Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Episodes
Mentioned books
Mar 29, 2026 • 1h 5min
TIP803: How Economics and Art Shape Better Investors w/ Kyle Grieve
They explore how economic ideas like scarcity, supply and demand, cycles, optimization, specialization, competition, and bubbles shape business value. Then they switch to artful concepts such as audience, contrast, framing, and narrative and how those influence investor perceptions and shareholder composition. Short, concrete examples tie each idea to real companies and risks.
26 snips
Mar 27, 2026 • 1h 5min
TIP802: When Genius Was Just Luck: The Go-Go Years w/ Kyle Grieve
A dive into the 1960s speculative boom, highlighting euphoria, leverage and financial engineering. Stories of outsized IPO multiples, fraudulent growth schemes and forced sell-offs illustrate market distortions. Also covers momentum-driven performance chases, conglomerate accounting tricks and how incentives warped decision-making.
131 snips
Mar 22, 2026 • 1h 4min
TIP801: Value Investing Meets Venture Capital w/ Kyle Grieve
A sharp look at how venture capital thinking can reshape value investing. It digs into power laws, why a few big winners drive returns, and the danger of selling too soon. There’s also a focus on network effects, de-risking before sizing up, overlooked stocks, profitable inflection points, and the patience needed to spot long-term mispricing.
87 snips
Mar 20, 2026 • 1h 15min
TIP800: Navigating an AI-Driven Market w/ François Rochon
François Rochon, founder of Giverny Capital and a longtime value investor, explores why AI feels like the early internet and why valuing it is so tricky. He digs into Nvidia, Alphabet, Meta, and Constellation Software. He also talks about Mark Leonard, why he sold CarMax after 18 years, and the traits that matter most for long-term investing.
56 snips
Mar 15, 2026 • 1h 6min
TIP799: The Davis Dynasty w/ Kyle Grieve
A multi-generation investing family story centered on how insurance businesses powered long-term compounding. Tales of frugality, leverage, and the so-called “double play” of earnings growth plus multiple expansion. Reflections on big mistakes like selling Geico and the shift from many small bets to a few long-held winners.
6 snips
Mar 13, 2026 • 1h 2min
TIP798: Nintendo Stock Deep Dive w/ Clay Finck
A deep history of how a playing-card company became a gaming powerhouse. The rise and rescue of the Switch and why iterative hardware matters. How franchises, parks, films, and mobile extend intellectual property. The shift from one-time sales to recurring revenue and what Switch 2 could mean for Nintendo’s ecosystem and valuation.
33 snips
Mar 8, 2026 • 1h 4min
TIP797: Born To Be Wired w/ Kyle Grieve
A deep dive into John Malone’s creative dealmaking, leverage tactics, and tax‑efficient spinoffs. Short asymmetric bets and roll‑up clustering that built regional dominance get highlighted. Risk frameworks, liquidity maneuvers, and novel financing that protected control and created outsized returns are explored.
37 snips
Mar 6, 2026 • 55min
TIP796: Die with Zero & Linde Stock Analysis w/ Clay Finck
A deep dive into a provocative book that argues for spending to maximize life experiences rather than just accumulating wealth. Discussion of timing your big life moments, gifting money earlier, and 'time-bucketing' to plan fulfillment. A thorough company analysis of Linde PLC, its industrial gas moat, growth drivers from clean-energy projects, and why its business model may be compelling today.
59 snips
Mar 1, 2026 • 1h 21min
TIP795: Berkshire, Moody's, & BellRing Brands w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra
Stig Brodersen welcomes Tobias Carlisle, value investor and author, and Hari Ramachandra, fundamental equity analyst. They debate Berkshire’s capital strength and succession, BellRing’s Premier Protein brand, margins and concentration risks, and Moody’s duopoly, recurring analytics and regulation concerns. Short, punchy stock pitches and heated tradeoffs.
37 snips
Feb 27, 2026 • 1h 1min
TIP794: Keynes And The Markets w/ Kyle Grieve
A deep dive into John Maynard Keynes as an investor and how his thinking evolved from risky macro bets to business-focused compounding. Talks about temperament, concentration, and position sizing as practical tools. Explores markets as social systems and the role of adaptability and belief updating in successful investing.
