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
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.
49 snips
Mar 15, 2024 • 1h 10min
TIP615: Current Market Conditions w/ Richard Duncan
Richard Duncan, a seasoned global finance expert and author of "The Money Revolution," shares his insights on the economy's current state. He discusses the long-term effects of the U.S. abandoning the gold standard and the necessity for perpetual credit expansion. Duncan foresees a recession in 2024, driven by trends in government borrowing and credit growth. He also explores the implications of interest rate cuts and the U.S.'s position in the AI race, highlighting the geopolitical challenges posed by China's rapid advancements.
25 snips
Mar 13, 2024 • 1h 5min
BTC173: Bitcoin Energy Survey and the Speculative Attack w/ Pierre Rochard (Bitcoin Podcast)
Join Bitcoin OG Pierre Rochard as he discusses the recent halt of the Energy Information Survey and its significance for Bitcoin mining. He shares his insights on Senator Warren's regulatory initiatives and the mining community's legal triumph against government data collection. Explore Texas' supportive stance on cryptocurrency and delve into the concept of the "speculative attack" in relation to Bitcoin's future. Pierre also touches on the implications of the upcoming halving event, making this a must-listen for crypto enthusiasts.
35 snips
Mar 10, 2024 • 1h 34min
TIP614: Investing Guardrails: Avoiding Common Mistakes w/ Kyle Grieve and Clay Finck
Kyle Grieve and Clay Finck delve into the psychology behind investing, revealing how greed and fear can lead even seasoned investors astray. They discuss the dangers of market timing and the importance of maintaining a long-term perspective. Emphasizing patience and simplicity, they argue for a focus on understanding value rather than speculative moves. The duo also highlights the psychological biases that can cloud judgment and the critical role of financial stability by avoiding leverage. Listeners gain insights into refining their investment strategies for better outcomes.
10 snips
Mar 8, 2024 • 1h 28min
TIP613: Stock Market Basics & Financial Independence w/ Clay Finck & Kyle Grieve
Discover the magic of compounding and how it can lead to financial independence. The hosts share real-life examples and personal stories that illustrate the power of long-term investing. Learn effective strategies for navigating the stock market, including evaluating individual companies and understanding metrics like return on capital. They discuss the importance of aligning financial goals with personal values and the unique advantages individual investors have over institutions. Plus, dive into their favorite investing books that can guide your journey!
23 snips
Mar 6, 2024 • 1h 11min
BTC172: Macro Outlook Q1 2024 w/ Luke Gromen (Bitcoin Podcast)
Luke Gromen, a macroeconomic expert and author, dives deep into significant financial trends. He explores Berkshire Hathaway's massive cash reserves and unveils his bullish outlook for the market in 2023. Gromen discusses the resurgence of inflation, rising interest rates, and their implications for unemployment and real estate loans. He also highlights Bitcoin's transformative potential in the energy sector, providing fascinating insights into its correlation with treasury performance amidst current economic uncertainties.
16 snips
Mar 3, 2024 • 56min
TIP612: Investing In Fear: Profiting From Maximum Pessimism w/ Lauren Templeton
Lauren Templeton, CEO of Templeton & Phillips Capital Management and great-niece of investing legend Sir John Templeton, shares valuable insights on contrarian investing. She emphasizes the importance of maintaining discipline and setting up a life to minimize biases. Drawing on historical lessons, she reveals how to identify underestimated sectors and underscores the potential hidden in today’s maximum pessimism. Templeton also discusses using the scientific method in investment analysis and the necessity of independent thinking to navigate market challenges.
29 snips
Mar 1, 2024 • 1h
TIP611: The Bear Case for China w/ Kyle Bass
Kyle Bass, founder of Hayman Capital Management and notable for his role in shorting the housing market in 2008, joins the discussion to sound alarms about China's economic landscape. He delves into the potential for a Chinese invasion of Taiwan, revealing the concerning drop in foreign investment and challenges in accessing accurate data. Additionally, Bass examines the precarious state of China's real estate market and the disconnect between its public narrative and economic reality, while sharing his current investment strategies in this volatile environment.
6 snips
Feb 28, 2024 • 53min
BTC171: Bitcoin Tech Update with Alex Leishman (Bitcoin Podcast)
Join Alex Leishman, CEO and founder of River, a leader in Bitcoin infrastructure. He shares insights on how Bitcoin is transforming Argentina's economy amid instability. The discussion covers the promising future of the Lightning Network and its scalability. Alex also delves into the significance of Ordinals in decentralized identity and explores the potential of tokenizing equity to merge traditional finance with blockchain. Notable topics include Bitcoin ETFs, custody improvements, and how AI is shaping the financial landscape.
10 snips
Feb 25, 2024 • 1h 27min
TIP610: Mastermind Q1, 2024 w/ Tobias Carlisle and Hari Ramachandra
Tobias Carlisle, a value investor and author known for his insights on the Acquirer's Multiple, joins Hari Ramachandra, an investor and blogger, to delve into stock market strategies. They discuss why Carlisle is bullish on Mueller Industries, citing its appealing valuation, while Ramachandra analyzes the volatility surrounding Disney and its future prospects. Additionally, Stig Brodersen shares his reasons for investing in Spotify, unpacking the company's competitive landscape and challenges in the music streaming industry.
