We Study Billionaires - The Investor’s Podcast Network

The Investor's Podcast Network
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14 snips
Sep 18, 2024 • 1h 3min

BTC200: Base Fiat Money and Bitcoin w/ Matthew Mežinskis (Bitcoin Podcast)

Matthew Mežinskis, a seasoned expert in base money trends and Bitcoin, shares his six years of research on the interplay of inflation and deflation. He discusses why central banks are under more scrutiny than ever and draws historical parallels to Kublai Khan. Mežinskis argues that CBDCs are mere imitations of Bitcoin's success and highlights Bitcoin's impressive growth relative to traditional assets. He also examines how population growth influences monetary trends and what Bitcoin adoption could mean for the global economy.
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Sep 15, 2024 • 1h 26min

TIP660: Mastermind Q3, 2024 w/ Stig Brodersen, Tobias Carlisle and Hari Ramachandra

Tobias Carlisle, a value investor and host of The Acquirers Podcast, and Hari Ramachandra, a savvy investor and blogger, dive into intriguing stock picks. Tobias shares his insights on investing in Virtu Financial, discussing its market resilience. Hari pitches Nintendo, highlighting its strategic place in the gaming console cycle. They also debate potential risks and rewards related to their choices, including the impact of market perceptions. The discussion blends analysis with humor, making investing feel accessible and engaging!
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39 snips
Sep 13, 2024 • 1h 34min

TIP659: Hermès Stock Deep Dive w/ Shree Viswanathan

Shree Viswanathan, founder and portfolio manager of SVN Capital, dives into the world of Hermès, known for its luxury craftsmanship. He highlights Hermès' long-term business strategy, impressive consistent growth since its IPO, and the challenges it faces, including a takeover attempt by LVMH. Shree details the brand's strong moat and unique capital allocation approach, while discussing growth opportunities in the luxury sector. He also shares his insights on valuation metrics and the risks that investors should keep an eye on.
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16 snips
Sep 11, 2024 • 56min

BTC199: Bitcoin's Collateral in Real Estate w/ Leon Wankum (Bitcoin Podcast)

Leon Wankum, a major investor and developer, shares his insights into the intersection of Bitcoin and real estate. He discusses how rising inflation is reshaping the real estate landscape, particularly in city centers, and the markdown of commercial properties. Wankum dives into Bitcoin's potential as collateral for real estate loans, serving as a hedge against inflation. He also explores how Bitcoin-backed loans differ from traditional financing, offering efficiency and lower interest rates, ultimately transforming investment strategies in a fluctuating economic environment.
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100 snips
Sep 8, 2024 • 1h 2min

TIP658: Peter Lynch’s Guide to Investing in Your Expertise w/ Kyle Grieve

Peter Lynch, a legendary investor known for his iconic book "One Up on Wall Street," joins the conversation to share his wisdom. He emphasizes the competitive advantage of investing in what you understand. Lynch reveals that even seasoned investors can be wrong 40% of the time and that market timing often harms returns. He discusses the significant differences between analyzing small and large businesses and cautions against blindly following stock tips, advocating for thorough research and personal conviction in investment decisions.
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34 snips
Sep 6, 2024 • 57min

TIP657: Morgan Housel's Lessons to Build Wealth w/ Clay Finck

Dive into the art of storytelling in finance and how it shapes investment success. Discover the unseen risks that can derail even the best-laid plans. Explore why optimism can be a game-changer in a world often swayed by pessimism. Learn the critical balance of knowing when enough is enough and the essence of patience in building wealth. Understand the impact of debt and the importance of preparing for unpredictable market conditions. This discussion offers fresh insights on long-term strategies for navigating financial landscapes.
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12 snips
Sep 4, 2024 • 56min

BTC198: Institutions Adopting Bitcoin w/ Max Kei and Pascal Hugli (Bitcoin Podcast)

Max Kei, CEO of Debify, and Pascal Hugli from Maerske Bauman dive into the world of Bitcoin and its adoption by institutions. They discuss how Bitcoin's decentralized nature makes it ideal collateral for lending. The conversation highlights the challenges traditional finance faces in understanding Bitcoin, the importance of risk management, and the innovations transforming Bitcoin lending platforms. Max and Pascal share insights on the evolving regulatory landscape and the future potential of Bitcoin in institutional portfolios.
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121 snips
Sep 1, 2024 • 2h 8min

RWH049: Crushing The Market Over 50 Years w/ Jay Bowen

Jay Bowen, President & CIO of Bowen, Hanes & Company, shares his extraordinary investment journey over five decades, transforming a pension fund into a financial powerhouse. He reveals the secrets of his top-down thematic investment approach and the importance of betting on outstanding CEOs. Jay's insights on avoiding bond investments for true long-term growth and his strategies for thriving during market turbulence are particularly enlightening. Plus, he draws parallels between endurance sports and resilient investing.
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87 snips
Aug 30, 2024 • 1h 11min

TIP656: Mastering Stock Selection with an Investment Checklist w/ Clay Finck

Discover the secrets to stock selection with a practical investment checklist. Learn how fundamental research enhances decision-making and provides clarity in a complex market. Engage in unique strategies for generating investment ideas and understanding customer bases. Dive into the importance of evaluating management quality and company strengths. Uncover key financial metrics and risk factors that help define exceptional businesses. Prepare to transform your investing approach by mastering essential insights for identifying growth opportunities.
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Aug 28, 2024 • 1h 2min

BTC197: What are Bitcoin Fedimints w/ Obi Nwosu and Renata Rodrigues (Bitcoin Podcast)

In this engaging discussion, Obi Nwosu, CEO of FETI, and Renata Rodrigues, Head of Community at FETI, dive into the transformative power of the Fedi app for Bitcoin payments in Africa. They unpack the concept of Fediments and the role of guardians in protecting user privacy. Renata shares her firsthand insights into Bitcoin adoption in Africa, while Obi highlights how Fedi can help unlock talent stifled by financial repression. The pair also discuss Fedi’s collaboration with Save the Children and the app's tools that enable users to earn Bitcoin effortlessly.

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