We Study Billionaires - The Investor’s Podcast Network

The Investor's Podcast Network
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99 snips
Jun 18, 2025 • 1h 16min

BTC239: Bitcoin, Psychology & the Return of Meaning w/ Seb Bunney (Bitcoin Podcast)

Seb Bunney, author of The Hidden Cost of Money, dives into the emotional and societal impacts of fiat currency. He discusses how Bitcoin redefines our values, connecting it to personal identity and psychological growth. Bunney examines the emotional toll of economic instability and how traditional money can fuel fear and disconnect. He highlights how adopting Bitcoin promotes long-term thinking and authenticity, while also exploring its potential to foster creative expression and community values in a chaotic financial landscape.
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162 snips
Jun 15, 2025 • 2h 17min

TIP730: Richer, Wiser, Happier, Q2 2025 w/ Stig Brodersen & William Green

Join Stig and William as they explore the quest for a richer, wiser, and happier life. Discover the significance of aligning daily routines with personal values, blending structure with spontaneity, and the transformative power of genuine connections. They emphasize the beauty of simplicity, the importance of adaptability in facing challenges, and how emotional awareness can enhance personal growth. Through engaging anecdotes, they also reflect on the joy of unexpected opportunities and the essential balance between work and personal fulfillment.
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124 snips
Jun 13, 2025 • 1h 4min

TIP729: Mastering the Capital Cycle

Discover the fascinating dynamics of the capital cycle and how it influences boom and bust in industries. Learn why understanding supply can be more crucial than predicting demand. Explore how excess investment can harm future returns and why disciplined capital allocation is key for top management. Delve into the impact of low interest rates and how they distort market efficiency. Finally, uncover the importance of flexible thinking and mean reversion in successful long-term investing.
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113 snips
Jun 11, 2025 • 1h 6min

BTC238: Bitcoin 101 w/ Michael Schmid (Bitcoin Podcast)

Michael Schmid, a Bitcoin expert who focuses on innovative mining solutions and advises firms in the industry, dives into the essentials of Bitcoin. He discusses digital scarcity and its role in combating government currency manipulation. The conversation highlights the mechanics of block creation, the importance of mining incentives, and the advantages of self-custody. Schmid also explains the security model against hacks and the distinctions between running a node and mining, alongside innovations from the 256 Foundation that promote open-source mining solutions.
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93 snips
Jun 8, 2025 • 1h 51min

TIP728: Mastermind Q2, 2025: Microsoft, Block, Devon Energy, Adyen

Hari Ramachandra and Tobias Carlisle join the discussion, providing sharp insights into their chosen stocks. Hari is enthusiastic about fintech giants Block and Adyen, emphasizing their growth potential and competitive strategies. He delves into valuation concerns and market disruptions. Meanwhile, Tobias shines a light on Devon Energy, arguing it stands to benefit from the oil sector's volatility, though he cautions about its debt level. They explore the challenges and future growth in both fintech and energy, all while fostering meaningful investment community connections.
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99 snips
Jun 6, 2025 • 1h 6min

TIP727: 7 Powers by Hamilton Helmer

Discover the intriguing framework of 'Seven Powers' that identifies crucial competitive advantages for businesses. Explore the power of scale economies and the unbeatable network effects that keep customers loyal. Learn why counter-positioning is a game changer and how switching costs effectively lock customers in. Delve into brand equity and the emotional connections that drive premium pricing. Finally, examine case studies, including Netflix's strategic evolution, to understand how companies create and sustain their 'moat' in the competitive landscape.
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40 snips
Jun 4, 2025 • 57min

BTC237: Bitcoin & the Insurance Industry w/ Garrett Johnston (Bitcoin Podcast)

Garrett Johnston, a 25-year insurance industry veteran at Marsh, explores the transformative potential of Bitcoin in insurance. He argues that Bitcoin, rather than crypto, should be the focal point for innovation in the sector. Key topics include the evolving risk profiles of digital assets and why Bitcoin enhances returns in institutional portfolios. Johnston highlights regulatory hurdles and the need for state-by-state education. He also discusses current gaps in coverage for Bitcoin-native businesses and the emerging role of AI in risk management.
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113 snips
Jun 1, 2025 • 1h 18min

TIP726: From Obscurity to Opportunity: Jon Cukierwar’s Investment Edge

In this chat with Kyle Grieve, Jon Cukierwar from Solar Peak Capital Partners shares his distinctive approach to global investing, targeting overlooked companies. He discusses valuable lessons learned under Bob Robotti, emphasizing the importance of quality and growth. Jon reveals how he counters biases when meeting charismatic CEOs and highlights the significance of local investor networks. He emphasizes prioritizing owners' earnings and identifies key traits that make investments a 'no-brainer.' Interestingly, he shares why he leans towards 'boring' low-tech businesses for potential gains.
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255 snips
May 30, 2025 • 55min

TIP725: First Principles of Valuation w/ Tim Koller

Tim Koller, lead author of the best-selling guide on business valuation and a partner at McKinsey & Company, discusses the nuanced world of corporate valuation. He unpacks the fundamental principles of creating shareholder value beyond short-term earnings, advocating for a focus on long-term growth and return on invested capital (ROIC). Koller reveals common misconceptions in management strategies and highlights differences in market performance across regions like the US and Europe. His insights help illuminate the complex dynamics of value creation in today's economy.
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102 snips
May 28, 2025 • 54min

BTC236: Stablecoin GENIUS Act & Bitcoin Policy Update w/ Matt Pines (Bitcoin Podcast)

Matthew Pines, a member of the Bitcoin Policy Institute with deep insights into Washington, D.C., joins for a thought-provoking discussion. They tackle the Genius Act and its potential to reshape stablecoin regulations, emphasizing its disruption of traditional banking. The conversation shifts to the U.S. trade deficit and Bitcoin's role in financial markets. Pines also highlights the upcoming Bitcoin Policy Summit, which aims to influence national Bitcoin policies amid evolving global dynamics.

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