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
101 snips
Oct 27, 2023 • 1h 1min
TIP584: Optimizing for the Long-Term w/ Sahil Bloom
Sahil Bloom, a prolific newsletter writer and author of an upcoming book on wealth, shares his insights on living a meaningful life. He discusses his career strategy, emphasizing the importance of authenticity and long-term thinking. Sahil reveals how to balance personal and professional goals without losing happiness, advocates for manageable micro-goals, and explains the value of prioritizing important relationships. He also addresses transforming business costs into opportunities and redefining wealth beyond mere finances.
32 snips
Oct 25, 2023 • 1h 9min
BTC153: Bitcoin's Taproot Asset Protocol w/ Ryan Gentry (Bitcoin Podcast)
In this discussion, Ryan Gentry from Lightning Labs, an expert in Bitcoin's Taproot Asset Protocol, unpacks how this tech revolutionizes interactions on the Lightning Network. They explore the Taproot Asset Protocol's ability to efficiently manage off-chain assets and the implications of sending fiat dollars via Bitcoin. Topics include fees and settlement speeds compared to other protocols, the potential for tokenized securities on Taproot, and the landscape of innovative payment solutions. Gentry also shares insights on evolving Bitcoin innovations and the transformative potential for developing economies.
64 snips
Oct 22, 2023 • 1h 2min
TIP583: Preparing for the Bear Market to Come w/ Gautam Baid
In this conversation, Gautam Baid, a value investing expert and author, shares insights from his latest book. He emphasizes the significance of journaling in recognizing market sentiment and investor behavior. Gautam discusses how prioritizing quality businesses can enhance investment strategies during bear markets. He also reveals how liquidity is crucial for success and the importance of letting winning portfolios run. Listeners will find actionable strategies to navigate economic downturns and foster long-term wealth creation.
42 snips
Oct 18, 2023 • 1h
BTC152: The Debt Event Horizon & Bitcoin w/ Jesse Myers (Bitcoin Podcast)
In this enlightening discussion, Jesse Myers, an expert in Bitcoin and global macroeconomics, shares intriguing insights on the FTX trial's fallout and its effect on Bitcoin prices. He delves into the national debt crisis, revealing how $12 million is added every minute, and how Bitcoin could serve as a hedge against economic instability. The conversation also explores the upcoming Bitcoin halving event, the evolution of multi-institutional custody, and the interplay between Bitcoin and AI, debating which will shape the future economy more significantly.
137 snips
Oct 15, 2023 • 1h 52min
RWH034: The High Road To Riches w/ Peter Keefe
Peter Keefe, a seasoned investor with over three decades of experience, shares his wisdom in this insightful conversation. He highlights the importance of timeless investing principles and discusses his admiration for companies like Microsoft and Markel. Keefe warns against the pitfalls of selling stocks too early and emphasizes the need for humility and a commitment to serving others in money management. Additionally, he draws intriguing lessons from apex predators that can apply to the investment landscape.
Oct 13, 2023 • 55min
TIP582: Quality & Defensive Investing w/ Christian Billinger
Christian Billinger, chairman of Billinger Förvaltnings AB, delves into his quality investing philosophy rooted in long-term returns. He stresses the importance of evaluating management integrity and reinvestment rates, and discusses why having 'soul in the game' is crucial. Christian highlights his preference for family-owned public equities to minimize risk and shares insights from working with institutional investors. Additionally, he explores the investment dynamics of the spirits industry and contrasts the philosophies of Berkshire Hathaway and Markel. Tune in for a wealth of knowledge!
8 snips
Oct 11, 2023 • 53min
BTC151: This is NOT Capitalism w/ Allen Farrington (Bitcoin Podcast)
In this discussion, Allen Farrington, an author and critical thinker, dives deep into the flaws of traditional economic theories and their application to Bitcoin. He explores the metaphor of Mixed Martial Arts to critique outdated financial concepts like the Efficient Market Hypothesis. Farrington challenges the validity of GDP as an economic measure and promotes a bottom-up approach to capitalism that prioritizes human values. He also highlights Bitcoin's potential to reshape financial systems and argues for a reevaluation of ownership and value in modern economics.
26 snips
Oct 8, 2023 • 1h 38min
TIP581: Richer, Wiser, Happier Q3, 2023 w/ Stig Brodersen & William Green
Arnold Van den Berg, an inspiring investor and Holocaust survivor, shares his remarkable journey from adversity to success. The hosts dive into the importance of emotional intelligence, offering strategies to manage negative emotions and cultivate kindness. They discuss the power of humility and a truth-seeking mindset in investing and life. Personal anecdotes highlight how small acts of kindness can create significant change and foster deeper connections, showcasing the transformative influence of compassion in our lives.
206 snips
Oct 6, 2023 • 55min
TIP580: Clear Thinking w/ Shane Parrish
Shane Parrish, founder of the Farnam Street blog and host of The Knowledge Project podcast, chats about his bestselling book on clear thinking. He distinguishes between high-quality and low-quality information, emphasizing that many decisions are clouded by ego and emotion. Shane provides tools to enhance decision-making and highlights the importance of environment in achieving better outcomes. He challenges societal norms about fulfillment, urging listeners to focus on internal happiness rather than external measures of success. Insights from life experiences further illuminate what truly matters.
14 snips
Oct 4, 2023 • 52min
BTC150: Solving the Oracle Problem w/ Daniel Hinton & Steve Jeffress (Bitcoin Podcast)
Daniel Hinton and Steve Jeffress, co-discoverers of a novel method to derive Bitcoin prices using blockchain data, dive into the fascinating world of financial oracles. They explain how these oracles seamlessly integrate real-world data into decentralized systems, making Bitcoin pricing more reliable. The duo shares insights on Unspent Transaction Outputs (UTXOs) and reveal intriguing patterns in Bitcoin transactions. They also discuss the future implications of their discoveries and how they could reshape the understanding of Bitcoin's value.
