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
13 snips
Jan 31, 2024 • 1h 2min
BTC167: How Decentralized is Bitcoin Mining w/ Harry Sudock (Bitcoin Podcast)
Join Bitcoin mining expert Harry Sudock as he unravels the complexities of mining operations, on-chain fees, and the future of Bitcoin mining. Discover how miners manage high transaction fees and maintain blockchain efficiency. Sudock delves into innovative practices like using Bitcoin rigs for household heating and the potential of nuclear energy in mining. Explore the economic implications of public versus private miners and gather insights about the upcoming Bitcoin halving's impact on the market.
71 snips
Jan 28, 2024 • 2h 12min
TIP603: Richer, Wiser, Happier, Q1 2024 w/ Stig Brodersen & William Green
Join an enlightening conversation as Stig Brodersen and William Green explore the essence of authenticity through the insights of legendary investors like Warren Buffett. They dive into the importance of kindness and ethical investing, discussing how personal values shape a fulfilling life. The duo reflects on the three phases of life, emphasizing the impact of relationships over career ambitions, and share transformative lessons on meditation and emotional mastery. Get ready to unlock a richer, wiser, and happier approach to life!
114 snips
Jan 26, 2024 • 54min
TIP602: Same as Ever w/ Morgan Housel
Morgan Housel, a partner at The Collaborative Fund and bestselling author, dives into timeless themes of finance in his latest work, *Same as Ever*. He discusses the fragility of our world and why the most dangerous risks are often unseen. Housel emphasizes the power of storytelling in finance, the importance of a probabilistic mindset in investing, and argues that patience is key to long-term success. He also explores how market extremes, like the meme stock frenzy, are to be expected rather than anomalies in the investment landscape.
34 snips
Jan 24, 2024 • 1h 10min
BTC166: Bitcoin Custody For Institutions w/ Caitlin Long and Wes Knobel (Bitcoin Podcast)
Caitlin Long, Founder and CEO of Custodia Bank, and Wes Knobel, VP of Bitcoin Custody at Custodia, share their expertise on digital asset custody. They dive into Custodia's innovative non-fractional reserve banking model, addressing challenges faced with the Federal Reserve and the impact of recent regulatory changes. The duo highlights the importance of state laws in protecting digital assets and discusses the future of banking amidst the rise of cryptocurrencies, as well as the effects of SEC approvals for Bitcoin ETFs on the market.
22 snips
Jan 21, 2024 • 2h 4min
RWH040: Go Global w/ Laura Geritz
In this enlightening discussion, Laura Geritz, the founder of Rondure Global Advisors, shares her journey from rural Kansas to becoming a global investment leader. She emphasizes the hidden potential in emerging markets and urges investors to reconsider undervalued foreign stocks. Laura also discusses the importance of cultural understanding in investing, her strategies for identifying quality companies, and how she manages her unconventional lifestyle filled with travel and continuous learning.
12 snips
Jan 19, 2024 • 1h 24min
TIP601: Junk to Gold by Billionaire Willis Johnson
Discover the remarkable story of Willis Johnson, who transformed a challenging upbringing into a $2.6 billion auto recycling empire. Learn about his service in the Vietnam War and how that shaped his entrepreneurial spirit. The podcast delves into Copart's innovative online auction system and its impressive growth strategies, outperforming major companies. It also highlights the mentorship dynamic between Johnson and Jay Adair, showcasing valuable lessons in leadership and resilience essential for business success.
19 snips
Jan 17, 2024 • 59min
BTC165: Bitcoin's 2024 Technical Overview w/ NVK (Bitcoin Podcast)
In this insightful discussion, NVK, founder of ColdCard and a renowned expert in Bitcoin hardware and software, breaks down Bitcoin's technical landscape for 2024. He delves into the implications of covenants and CheckTemplateVerify (CTV) for smart contracts and explores the potential of BRC20 tokens. The conversation also covers the importance of self-custody in Layer 2 solutions, the scalability challenges of the Lightning Network, and the intriguing role of OP_RETURN in transactions. NVK sheds light on recent advancements like SegWit and Taproot, offering a comprehensive view of Bitcoin's evolving ecosystem.
99 snips
Jan 14, 2024 • 45min
TIP600: Business Durability and Strategy Masterclass with Hamilton Helmer
Hamilton Helmer, author and Stanford educator, dives into the intricacies of business strategy. He explores his concept of the 'seven powers' essential for lasting competitive advantage, contrasting examples like Netflix and Blockbuster. The discussion includes insights on brand loyalty, switching costs, and the power of cornered resources. Helmer shares notable case studies from his extensive experience, emphasizing the need for durability in business amidst changing market dynamics. His journey illustrates the vital link between education and strategic investment.
9 snips
Jan 12, 2024 • 52min
TIP599: Top Stocks for 2024 w/ Jonathan Boyar
Jonathan Boyar, President of Boyar's Intrinsic Value Research, joins to reveal his firm’s latest stock picks in the "Forgotten Forty" report for 2024. He discusses what it takes for a stock to make the list and shares insights on growth catalysts. They dive into Uber’s ongoing presence on the list and analyze the underperformance of small-cap stocks. Boyar also highlights the promising prospects of Interactive Brokers and explains Bill Ackman's significant stake in Howard Hughes, along with why Madison Square Garden Sports intrigues him.
9 snips
Jan 10, 2024 • 55min
BTC164: Bitcoin & Real Estate w/ Leon Wankum
Leon Wankum, a real estate expert and thought leader, explores the transformative impact of Bitcoin on real estate investment strategies. He discusses how Bitcoin could redefine property value and influence market dynamics. The conversation dives into Bitcoin's role as a monetary standard, its potential to reshape real estate financing, and the challenges investors face with its volatility. Wankum emphasizes the importance of integrating Bitcoin into real estate strategies to navigate economic pressures and inflation.
