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
32 snips
Apr 5, 2024 • 60min
TIP620: The Intelligent Investor by Benjamin Graham
Discover the genius of Benjamin Graham, the father of value investing, and his timeless principles. Explore the importance of the Margin of Safety and how it shields investors from market unpredictability. The podcast delves into strategic investing, emphasizing the need for emotional control and independent thought amidst market swings. Real-world examples from tech bubbles illustrate how disciplined investors find opportunity where others panic. Gain insights into managing risk and the wisdom behind sound investment decisions.
12 snips
Apr 3, 2024 • 1h 10min
BTC176: Bitcoin and Traditional Finance in 2024 w/ Jim Crider (Bitcoin Podcast)
In this insightful discussion, Jim Crider, a traditional money manager and Bitcoiner, dives into Bitcoin's transformative role in finance. He emphasizes the often-overlooked aspects of Bitcoin that are crucial for understanding its value and discusses how it could redefine societal norms in the next two decades. Crider also shares practical financial planning strategies using Bitcoin, suitable for young families and retirees, while clarifying the distinction between speculative and investment cycles in the crypto landscape.
41 snips
Mar 31, 2024 • 1h 2min
TIP619: The Cable Cowboy: John Malone w/ Kyle Grieve
Explore the fascinating journey of John Malone, a titan in the cable industry who transformed shareholder value through innovative strategies. Discover how he built TCI into a monopoly-like powerhouse while keeping costs low and maximizing cash flow. Learn about his unique tactics, including the creation of a super voting class of shares and the 500-channel offering that redefined cable. Delve into Malone's disdain for taxes and his clever maneuvering with regulators, showcasing how he secured wealth for himself and his shareholders.
7 snips
Mar 29, 2024 • 1h 27min
TIP618: Stig's Portfolio Performance since 2014 w/ Stig Brodersen & Clay Finck
The hosts analyze Stig's impressive portfolio performance over the last decade, far exceeding market averages. They share insights into the lessons learned through highs and lows, including the pitfalls of investing in Alibaba. Stig discusses the complexities of private investments and how they've shaped his strategies. The conversation dives into crucial factors like entry prices, risk management, and the evolution of investment philosophies, offering valuable advice for both seasoned investors and newcomers.
42 snips
Mar 27, 2024 • 1h
BTC175: MicroStrategy Deep Dive w/ Jeff Walton (Bitcoin Podcast)
In this insightful discussion, Jeff Walton, a thought leader on MicroStrategy's financial strategies and a reinsurance broker, explores the intriguing intersection of enterprise software and Bitcoin. He dives into MicroStrategy's valuation methods and how they leverage Bitcoin as collateral. The conversation touches on the application of game theory to market dynamics, comparing MicroStrategy's stock movement with Bitcoin's volatility. Walton also unpacks the complexities of trading strategies versus investment philosophies, shedding light on the future of Bitcoin in finance.
83 snips
Mar 24, 2024 • 1h 9min
TIP617: Improve Your Investing Operating System w/ Vitaliy Katsenelson
Vitaliy Katsenelson, author and investment expert, shares his insights on aligning passion with investing for success. He discusses how stoicism helps manage emotional volatility in markets and life. Vitaliy's four favorite stoic tools, such as negative visualization, are explored to improve decision-making. The importance of a supportive environment and effective communication styles is emphasized. He also analyzes the changing dynamics of sideways markets, offering strategies for navigating the current economic landscape.
66 snips
Mar 22, 2024 • 59min
TIP616: The Godfather of Influence w/ Dr. Robert Cialdini
Joining the discussion is Dr. Robert Cialdini, a New York Times bestselling author known as the Godfather of Influence. He shares insights from his acclaimed book, highlighting how principles like reciprocity and commitment bias shape our financial decisions. Cialdini emphasizes the ethical application of influence in business, exploring the significance of trust and the allure of scarcity. He also delves into personal anecdotes involving investment legends like Charlie Munger, showcasing how psychological factors can enhance or hinder decision-making.
18 snips
Mar 20, 2024 • 1h 5min
BTC174: Is Bitcoin Property, Currency, or Both? w/ Parker Lewis & Will Cole (Bitcoin Podcast)
Parker Lewis and Will Cole, co-founders of Zaprite and experts in Bitcoin payment solutions, explore Bitcoin's dual identity as property and currency. They discuss Bill Ackman's insights on Bitcoin's economic implications and Michael Saylor's strategic BTC acquisition. The conversation also highlights the potential of Bitcoin payments, the challenges of digital authentication, and the evolving landscape of cryptocurrency. With their innovative approach, they suggest Bitcoin can drive energy efficiency and reshape market dynamics.
106 snips
Mar 17, 2024 • 1h 47min
RWH043: Survive & Thrive w/ Guy Spier: Part 2
In this engaging discussion, Guy Spier, a prominent hedge fund manager and co-author of "The Education of a Value Investor," shares invaluable investment wisdom. He warns against dumb investment behaviors and the perils of leverage while emphasizing the importance of cultivating strong personal relationships. Spier delves into self-reflection and personal growth as keys to navigating conflicts and improving interactions. He reflects on the role of money in a fulfilling life and the wisdom gained from literature, showcasing how introspection can lead to a richer existence.
58 snips
Mar 17, 2024 • 1h 13min
RWH042: Survive & Thrive w/ Guy Spier: Part 1
Guy Spier, a renowned hedge fund manager running the Aquamarine Fund, shares his insights on sustainable wealth compounding, inspired by lessons from Warren Buffett. He candidly discusses the emotional challenges of investing, particularly during the Global Financial Crisis. Spier emphasizes the importance of holding stocks indefinitely while reflecting on investment successes and failures. He also reveals how downhill ski racing strategies reflect success principles, making this conversation a treasure trove for aspiring investors seeking wisdom and resilience.
