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
122 snips
Feb 23, 2025 • 1h 1min
TIP701: Against The Gods w/ Kyle Grieve
Kyle Grieve dives deep into the evolution of risk from ancient gambling to modern finance. He unveils how risk management's foundations lie in gambling and explores the significant breakthroughs by thinkers like Pascal and Fermat. The conversation highlights the distortions caused by regression to the mean and the perils of irrational decision-making, as illustrated by prospect theory. Grieve emphasizes the importance of focusing on downside risk and critiques typical diversification strategies. The discussion offers insights into how biases can sabotage investor success.
220 snips
Feb 21, 2025 • 57min
TIP700: How to Invest during Fiscal Dominance w/ Lyn Alden
Lyn Alden, a macro analyst and author of 'Broken Money,' dives into the concept of fiscal dominance and its significant effect on financial markets. She explains why the S&P 500 thrives despite high interest rates and discusses the outlook for big tech. Alden also reveals how the U.S. will manage large fiscal deficits and shares three major investment trends to watch. With insights on navigating investment strategies in this unique economic landscape, she emphasizes the importance of adaptability and diversification for investors.
40 snips
Feb 19, 2025 • 55min
BTC222: Top 5 Bitcoin Clips of Q1 2025 w/ Joe Burnett (Bitcoin Podcast)
Joe Burnett, a Bitcoin analyst, and Nik Bhatia, a bond market expert, delve into Bitcoin's transformative role in global finance. They discuss Michael Saylor's 'waterfall analogy' and how capital flows to Bitcoin. The conversation highlights Bitcoin's disruptive potential in reducing violence and systemic corruption. Bhatia explains the bond market's impact on fiat money, likening it to a Ponzi scheme. They also examine how Bitcoin's fixed supply challenges traditional assets and its growing recognition as a legitimate commodity.
122 snips
Feb 16, 2025 • 1h 5min
TIP699: Unlocking High-Growth Investments w/ Jason Donville and Jesse Gamble
In this discussion, Jason Donville, an award-winning analyst with deep experience in Asia and Canada, teams up with Jesse Gamble, an MBA holder from Ivey Business School. They dive into their investment philosophy, emphasizing the growing importance of the rule of 40 for identifying undervalued growth stocks. The duo shares insights on market reactions to interest rates, the evolving landscape shaped by AI, and strategies for evaluating high-growth investments. They also highlight the potential goldmine within small-cap stocks and the need for adaptability in turbulent markets.
45 snips
Feb 14, 2025 • 1h 4min
TIP698: Best Quality Stock Idea Q1 2025 w/ Clay Finck & Kyle Grieve
In this insightful discussion, Clay and Kyle dive into AppFolio, a transformative software company in property management. They highlight its impressive revenue growth and how AI innovations like Realm-X enhance its competitive edge. The conversation also tackles key risks, the dynamics of its market, and why AppFolio is likened to a payments business in disguise. Additionally, they explore the importance of aligning executive compensation with shareholder interests, providing a complete picture for potential investors.
88 snips
Feb 12, 2025 • 54min
BTC221: Bitcoin Self-Repaying Mortgage Products w/ CJ Konstantinos (Bitcoin Podcast)
CJ Konstantinos, the founder of People's Reserve, dives into innovative Bitcoin-backed financial products, including self-repaying mortgages. He shares his personal journey into Bitcoin and highlights how these loans can revolutionize real estate lending. The conversation touches on the challenges of navigating regulations and how Bitcoin can serve as the internet economy's reserve asset. Additionally, CJ discusses the transformative potential of Bitcoin bonds and the future with traditional banking as cryptocurrency becomes mainstream.
323 snips
Feb 9, 2025 • 2h 18min
RWH054: Billionaire Brit w/ Terry Smith
Terry Smith, a British investing titan and manager of the Fundsmith Equity Fund, shares his remarkable journey from poverty to becoming a billionaire. He discusses his knack for spotting great businesses, revealing why many of his favorites are over a century old. Smith candidly critiques sectors like tech, expressing skepticism about Tesla while praising Microsoft's business model. He explains the importance of understanding economic realities in investing and shares lessons learned from Sir John Templeton, all while emphasizing resilience in the face of professional challenges.
45 snips
Feb 7, 2025 • 60min
TIP697: The Secret to Buffett’s Business Success w/ Lawrence Cunningham
Lawrence Cunningham, a renowned author and Director at the University of Delaware's Weinberg Center for Corporate Governance, dives into the essence of trust in organizational cultures. He shares insights on how Warren Buffett has cultivated trust at Berkshire Hathaway, revealing key traits of successful organizations. The discussion highlights the critical role of board governance, the consequences of trust breaches, exemplified by David Sokol, and the significance of adaptability in quality investing. Cunningham's perspective offers a fresh look at building robust, innovative corporate ecosystems.
56 snips
Feb 5, 2025 • 39min
BTC220: US dollars on Bitcoin Lightning w/ Luke Gromen (Bitcoin Podcast)
Luke Gromen, a repeat guest and macroeconomics expert, dives into the transformative potential of Bitcoin's Lightning Network. He discusses Tether's game-changing integration of USDT via the Taproot Asset Protocol, which could disrupt traditional finance systems. The conversation reveals how this innovation reduces transaction costs and challenges banks, Visa, and Mastercard. Gromen also explores the implications of Bitcoin-backed tokenization and how financial institutions may need to adapt to stay competitive in this evolving landscape.
78 snips
Feb 2, 2025 • 1h 53min
TIP696: Mastermind Discussion Q1, 2025 w/ Stig Brodersen, Tobias Carlisle, and Shawn O'Malley
Tobias Carlisle, a value investor and founder of Acquirers Funds, discusses his bullish stance on VeriSign, emphasizing its stable revenue despite competitive pressures. Shawn O'Malley analyzes Ulta Beauty's market strategies, highlighting its appeal to younger consumers amidst competition from brands like Sephora. Meanwhile, Stig Brodersen presents LIFCO as a serial acquirer with a promising outlook, but warns of its high valuation. The trio dives into the complexities of investing, advocating for meticulous stock selection and market understanding.
