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
Nov 22, 2023 • 1h 13min
BTC157: Personal AI Models and Bitcoin w/ Jeff Booth (Bitcoin Podcast)
Jeff Booth, an entrepreneur and author known for his insights on Bitcoin and AI, dives into the future of personal AI models and their implications for productivity and society. He discusses training AI agents to replicate human decision-making and the potential transformation of communication. The conversation also explores the intertwining of Bitcoin with AI, addressing privacy concerns and economic inequality. Booth emphasizes the importance of understanding AI's rapid growth and its impacts on personal freedom and the evolving landscape of financial regulation.
Nov 19, 2023 • 52min
TIP588: Lucrative Opportunities in Private Credit w/ Nelson Chu
Nelson Chu, Founder and CEO of Percent, is a serial entrepreneur reshaping the private credit landscape. He shares insights on the decline of the traditional 60/40 portfolio and the growing appeal of private credit as an alternative investment. The discussion dives into how private credit deals are structured, current interest rates, and default rates in the market. Nelson highlights how Percent is bridging the gap in investor demand and offers tips for diversifying within this burgeoning asset class.
12 snips
Nov 15, 2023 • 1h 16min
BTC156: Bitcoin is Not A Hedge w/ Parker Lewis (Bitcoin Podcast)
Parker Lewis, an influential educator and builder in the Bitcoin space, shares compelling insights. He debunks the notion that Bitcoin serves as a hedge against inflation, emphasizing its true nature as a store of value. The conversation explores the implications of Bitcoin’s upcoming halving cycle and its potential influence on market dynamics. Lewis discusses the energy demands of Bitcoin mining, particularly in the UAE, and introduces his new book, 'Gradually Then Suddenly,' aimed at fostering a deeper understanding of Bitcoin's complexities.
22 snips
Nov 12, 2023 • 1h 42min
RWH036: The Power Of Simplicity w/ Anthony Kingsley
In this engaging discussion, Anthony Kingsley, a portfolio manager at Findlay Park, shares his insights gained over 25 years of investment success. He emphasizes the mantra 'Keep it simple' and explains how this principle has led to exceptional returns. Kingsley also discusses the importance of avoiding disaster, the significant role of corporate culture in investments, and why he focuses on mid-cap opportunities over mega-caps. His unique 28-point checklist and thoughts on risk management provide a refreshing perspective for both seasoned and budding investors.
Nov 10, 2023 • 1h 2min
TIP587: Dino Polska: A Polish Compounder w/ Kyle Grieve & Clay Finck
Dive into the impressive journey of Dino Polska, a Polish grocery chain that has explosively expanded both in store count and earnings. Discover the key criteria for stock investments and the unique management strategies that fuel their growth. Learn about their competitive advantages in Poland's grocery landscape and how they navigate risks while strategizing future expansions. Plus, find out how a vibrant investment community can enhance your financial acumen and networking opportunities!
25 snips
Nov 7, 2023 • 1h 22min
BTC155: Dylan LeClair Bitcoin Market Overview (Bitcoin Podcast)
Dylan LeClair, a contributor to Bitcoin Magazine known for his sharp insights into Bitcoin market analysis, dives deep into the current state of Bitcoin as 2023 closes. He discusses the significant price movements driven by market dynamics and sheds light on the growing hold of institutional investors like BlackRock on Bitcoin through ETFs. Dylan also explores the innovative BitVM technology, highlighting its potential to revolutionize smart contracts. He offers advice for Boomers trying to navigate Bitcoin, emphasizing the need for a paradigm shift in understanding modern investments.
7 snips
Nov 5, 2023 • 2h 7min
TIP586: Mastermind Q4, 2023 w/ Tobias Carlisle and Hari Ramachandra
Tobias Carlisle, a value investor and host of The Acquirer's Podcast, joins Hari Ramachandra, an investor and tech blogger, for an engaging discussion. They explore the potential of LVMH, with Stig expressing a bullish view on the luxury giant. Hari dives into Dollar General's struggles amid competition, highlighting notable investments from super investors. Tobias pitches Inmode, a stock facing challenges but with promising financial metrics. They also tease upcoming meetups for enthusiasts eager to connect.
41 snips
Nov 3, 2023 • 1h 27min
TIP585: Concentrated Value Investing w/ Shree Viswanathan
Shree Viswanathan, founder of SVN Capital, shares his insights on concentrated value investing. He discusses his father's surprising investment success, emphasizing patience and the benefits of inaction. The conversation dives into why India and Poland are ripe for investment, particularly highlighting Dino Polska’s growth potential, reminiscent of Walmart's early days. Viswanathan also reflects on the importance of tackling ego in investing and the value of mindfulness through meditation, advocating for a focused investment portfolio even in uncertain times.
16 snips
Oct 31, 2023 • 1h 16min
BTC154: Bitcoin and Macro Mastermind Q4 2023 w/ Joe Carlasare, Jeff Ross, and Steven McClurg (Bitcoin Podcast)
In a riveting discussion, Joe Carlasare, a legal expert in cryptocurrency, Jeff Ross, an investment professional, and Steven McClurg from Valkyrie tackle the future of Bitcoin amidst macroeconomic shifts. They delve into the impact of potential Bitcoin ETF approvals and the dynamics of the treasury market. Topics like rising interest rates and historical economic parallels add depth to their insights. With a mix of humor and serious analysis, they explore what drives the current Bitcoin bull market and how regulatory changes could shape investor behavior.
450 snips
Oct 29, 2023 • 2h 17min
RWH035: Learning from Warren Buffett & Charlie Munger w/ Chris Davis
In this engaging discussion, Chris Davis, a renowned investor and board member at Berkshire Hathaway, shares invaluable insights from his mentors, Warren Buffett and Charlie Munger. He emphasizes the superpower of trust in both business and personal life. Chris reflects on the importance of learning from mistakes and the challenges of building strong relationships among successful investors. He also highlights how embracing vulnerability can lead to personal growth and resilience, making for an inspiring conversation about navigating life and investment challenges.
