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
33 snips
Dec 20, 2023 • 1h 33min
BTC161: Decentralizing Bitcoin Mining Pools w/ Bitcoin Mechanic (Bitcoin Podcast)
In this engaging conversation, Bitcoin Mechanic, an expert in Bitcoin mining, shares his insights on Ocean's innovative mining pool model. He discusses the need for decentralization to combat current centralization trends and emphasizes the significance of transparent block templates. The risks of transaction censorship are explored, along with Ocean's unique non-custodial payment system. Mechanic also highlights the potential of the upcoming proof of work marketplace and the future of Bitcoin mining and network security.
44 snips
Dec 17, 2023 • 1h 57min
TIP593: Elon Musk by Walter Isaacson
Discover the enigmatic life of Elon Musk through insights from his biography. Unearth the pivotal moments that shaped his journey, from his early days in South Africa to his dominance in tech and space. Learn about his innovative strategies at Tesla and SpaceX, navigating financial crises, and his relentless pursuit of excellence. Explore his ambitious vision for Twitter and the blend of chaos and innovation that defines his leadership style. Delve into his family's influence and groundbreaking advancements in AI and robotics.
36 snips
Dec 13, 2023 • 1h 12min
BTC160: The Hidden Cost of Money w/ Seb Bunney
Join Seb Bunney, author of "The Hidden Cost of Money," as he unpacks the hidden societal impacts of our monetary systems. He delves into historical interventions that shaped today's finance and the hidden costs of monetary policies, including their effects on purchasing power and social cohesion. Bunney also discusses the 'Four Stages of Economic Ruin' and connects economic instability to mental health issues, urging a shift toward more sustainable practices for a better future.
239 snips
Dec 10, 2023 • 2h 6min
RWH037: Celebrating Charlie Munger w/ Mohnish Pabrai, Tom Gayner, Joel Greenblatt, & Chris Davis
In this heartfelt tribute, Mohnish Pabrai, a hedge fund manager and mentee of Charlie Munger, alongside Tom Gaynor, CEO of Markel Corporation, and Chris Davis, of Davis Advisors, share personal stories and insights about the investing legend. They explore Munger's unique reading habits, the significance of trust in relationships, and the invaluable lessons he imparted on overcoming mistakes. The conversation delves into Munger's complex character, revealing his blend of toughness and sensitivity, while emphasizing the importance of integrity and collaboration in achieving success.
56 snips
Dec 8, 2023 • 1h 16min
TIP592: Outperforming the Market since 1998 w/ Andrew Brenton
In a discussion with Andrew Brenton, CEO and co-founder of Turtle Creek Asset Management, listeners learn about the firm's impressive 20% annual return since 1998. Andrew explains how his background in private markets shaped his public investing strategy. He shares insights into Turtle Creek’s focus on mid-cap companies, the risks of overpaying, and their unique approach to value investing. Case studies, such as Automation Tooling Systems, highlight their disciplined portfolio management and commitment to continuous improvement.
17 snips
Dec 6, 2023 • 1h 29min
BTC159: Binance, GBTC, FinCEN and More w/ Joe Carlasare & HODL (Bitcoin Podcast)
Joe Carlasare, a legal expert in cryptocurrency, teams up with American HODL, a Bitcoin OG, to dive into the latest happenings in the Bitcoin world. They discuss the potential legal troubles facing Binance and its CEO, and the impact of ongoing investigations on retail and institutional investors. The conversation also touches on the role of regulations in Bitcoin's evolution, the challenges of Bitcoin ETFs, and the importance of legal awareness in navigating the rapidly shifting landscape of digital currencies.
53 snips
Dec 3, 2023 • 1h 16min
TIP591: Currencies and Debt w/ Lyn Alden
Investment expert Lyn Alden, author of 'Broken Money,' dives into the intricate dance of currencies, debt, and inflation. She discusses how adapting to biases in investing can enhance market understanding. Alden unpacks the complexities of leveraging debt, especially in real estate, while tackling inflation's impact on borrowers. She also analyzes the shifting landscape of global currencies, including the euro's struggle and Argentina's dollarization plan amidst soaring inflation. Additionally, Alden discusses China's economic challenges and the transformation potential of digital currencies like Bitcoin.
38 snips
Nov 30, 2023 • 1h 6min
TIP590: Lifelong Learning w/ Jim Kwik
Join brain expert Jim Kwik, a bestselling author and coach for Fortune 500 CEOs, as he reveals how to upgrade your brain for lifelong learning. Discover the importance of purpose and mindset in achieving your goals. Kwik shares techniques for faster reading and improved retention, plus the transformative power of adopting a reading habit. Learn how to reach a flow state and why understanding your 'brain type' can enhance productivity. His insights will inspire you to rethink how you learn and grow every day.
18 snips
Nov 29, 2023 • 1h 6min
BTC158: Systemic Bond Issues & Bitcoin's Impact w/ James Lavish (Bitcoin Podcast)
James Lavish, a finance and macroeconomics expert who manages a VC firm, shares crucial insights into the current economic landscape. He discusses alarming trends like failed treasury auctions and recession fears. Lavish also delves into the dynamics of the bond market and the potential effects on Bitcoin, including an expected price surge in 2024. With 70% of Bitcoin held immobile, he highlights the growing institutional interest and the upcoming price discovery phase, urging listeners to rethink their investment strategies.
26 snips
Nov 26, 2023 • 1h 2min
TIP589: Stock Market Crises & Bubbles w/ Brendan Hughes
Brendan Hughes, a Registered Investment Advisor and author of "Markets in Chaos," shares insights from his decade-long investment experience. The conversation delves into historical crises, including Zimbabwe's hyperinflation and Iceland's 95% market drop during the 2008 financial collapse. Brendan emphasizes the importance of learning from past patterns to navigate modern market volatility. He also discusses Japan's 'lost decade' and the implications of recency bias in investing, urging listeners to diversify and understand economic behaviors over time.
