The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
The Investor's Podcast Network
Hosted by Stig Brodersen, William Green, Shawn O'Malley, Daniel Mahncke, and Kyle Grieve, The Investor’s Podcast has proudly reached nearly 200 million downloads, as the world's largest stock-investing focused podcast.
On the show, we study a range of businesses and their investment prospects, from Spotify to Amazon, serial acquirers like Constellation Software, deep value plays, and more, using lessons from some of the world's most famous investors, like Warren Buffett, Charlie Munger, and Howard Marks.
Leverage the lessons we learned from studying, and talking to, the world's best investors, and apply them in your own investing journey, while following along with our company case studies. For more insights on how to value companies and build a stock portfolio, you can also sign up for our free weekly newsletter.Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
On the show, we study a range of businesses and their investment prospects, from Spotify to Amazon, serial acquirers like Constellation Software, deep value plays, and more, using lessons from some of the world's most famous investors, like Warren Buffett, Charlie Munger, and Howard Marks.
Leverage the lessons we learned from studying, and talking to, the world's best investors, and apply them in your own investing journey, while following along with our company case studies. For more insights on how to value companies and build a stock portfolio, you can also sign up for our free weekly newsletter.Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Episodes
Mentioned books
778 snips
Apr 28, 2024 • 2h 10min
RWH044: How To Beat The Market w/ Bryan Lawrence
Bryan Lawrence, the mastermind behind Oakcliff Capital and a rarely-interviewed hedge fund manager, shares invaluable insights. He discusses his concentrated value investing strategy, the six crucial questions he asks when evaluating stocks, and lessons learned from investment legends like Buffett and Munger. Bryan highlights the importance of patience in investing and offers unique perspectives on navigating energy investments amidst ideological versus practical challenges. He also emphasizes the significance of relationships and personal happiness in achieving success.
58 snips
Apr 26, 2024 • 1h 11min
TIP626: Intelligent & Rational Long-Term Investing w/ François Rochon
François Rochon, founder and president of Giverny Capital, is a veteran investor renowned for his long-term strategies. He shares how patience, humility, and rationality have helped him achieve annual returns of 13.6% since 1993. The conversation touches on the impossibility of predicting stock markets and the psychological aspects that differentiate successful investors from the herd. Rochon also discusses evaluating brand strength with examples like McDonald's and Lululemon, emphasizing a thoughtful approach to navigating market declines and valuing companies.
6 snips
Apr 24, 2024 • 1h 8min
BTC179: The Business of Football and Bitcoin w/ Peter McCormack (Bitcoin Podcast)
Peter McCormack, a football team owner and host of "What Bitcoin Did," shares his vision of blending Bitcoin with the football business. He discusses how cryptocurrency can drive community growth and enhance local enterprises. Topics include the impact of the Winklevoss twins' investment and upcoming developments like a Universal Studios park in Bedford. McCormack also highlights innovative ways to integrate Bitcoin into sports management while navigating the challenges of club ownership and maintaining competitive growth.
69 snips
Apr 21, 2024 • 1h 17min
TIP625: Berkshire Hathaway w/ Chris Bloomstran
Chris Bloomstran, a legendary investor from Semper Augustus with an impressive 11.5% compounded growth rate, shares his insights on valuing Berkshire Hathaway. He dives into the complexities of capital allocation, emphasizing the importance of cash management in portfolio performance. Bloomstran discusses the five components of stock market returns and provides a thoughtful analysis of Berkshire's intrinsic value and its capital strategies. Plus, he highlights the ethical obligations of investors and the importance of preparation in uncovering investment opportunities.
74 snips
Apr 19, 2024 • 54min
TIP624: Studying Financial History w/ Clay Finck
Dive into intriguing discussions on historical financial crises and their relevance to today's economy. Explore the fragile confidence within debt-based systems and the various types of financial crises. Uncover how governments manage unsustainable debt through inflation and currency devaluation. Examine the lessons learned from the Great Financial Crisis and the intricate dynamics of banking crises. The podcast also analyzes the impact of Federal Reserve policies on inflation, investment, and the future of currency.
Apr 17, 2024 • 55min
BTC178: Auditing Elections with Bitcoin w/ Carlos Toriello (Bitcoin Podcast)
Carlos Toriello, a Guatemalan expert in election auditing and founder of Digital Witness, explores the revolutionary role of Bitcoin in ensuring electoral integrity. He discusses how the OP_Return feature enables tamper-evident documentation, enhancing trust in elections. Toriello shares insights from Guatemala's 2023 election audit and the impact of tools like OpenTimeStamps Protocol. He envisions a future with 'Immutable Democracy' and emphasizes educating youth through gamified blockchain verification. Join him in reimagining democracy through technology!
159 snips
Apr 14, 2024 • 1h 10min
TIP623: The Art Of Decision Making w/ Annie Duke
Annie Duke, a former professional poker player and author known for her insights on decision-making, shares her journey and the concept of quitting in this engaging discussion. She reveals the significance of base rates for better investment choices and how to close feedback loops in long-term investing. Duke emphasizes the role of 'kill criteria' in identifying when to exit a failing investment and advocates for using a quitting coach to challenge our cherished ideas. Dive into her unique blend of poker strategy and investment wisdom!
116 snips
Apr 12, 2024 • 1h 12min
TIP622: Finding Certainty in an Uncertain World w/ Joseph Shaposhnik
Joseph Shaposhnik, a seasoned Portfolio Manager at TCW, shares his high-quality investing philosophy. He discusses the importance of certainty in investing, emphasizing recurring revenue as a key criterion for evaluating business quality. Joseph critiques traditional advice on business selection, presenting his own investment approach developed under legendary mentors. He highlights his focus on growth in free cash flow and underscores the significance of management incentives in driving long-term shareholder value, using Meta as a case study to illustrate market volatility versus stability.
12 snips
Apr 10, 2024 • 59min
BTC177: The Future of Bitcoin Borrowing and Lending w/ Max Kei (Bitcoin Podcast)
Max Kei, a veteran in Bitcoin risk management and founder of Hodl Hodl and Debifi, discusses the evolving landscape of Bitcoin lending and borrowing. He emphasizes the importance of peer-to-peer, fully collateralized lending and explores innovative strategies to minimize risks. Max introduces the concept of 'super collateral' and highlights how multisig security enhances safety in transactions. Additionally, he shares insights on the potential expansion of fiat loans on Debifi, paving the way for new opportunities in decentralized finance.
25 snips
Apr 7, 2024 • 1h 5min
TIP621: Warren Buffett’s Wisdom: The Power Of Corporate Governance with Lawrence Cunningham
Lawrence Cunningham, author of "The Essays of Warren Buffett," is an expert on corporate governance and Berkshire Hathaway. He shares his deep admiration for Buffett and explains why corporate governance is essential for protecting shareholder interests. The conversation highlights the power of transparency in leadership, Buffett's strategic shareholder letters, and recommended businesses with excellent governance. Cunningham also dives into Buffett's investment philosophy, effective capital allocation, and the challenges of creating shareholder-friendly incentive programs.
