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
16 snips
Oct 1, 2023 • 59min
TIP579: Big Mistakes by Michael Batnick
Dive into the intriguing world of investing blunders as renowned investors share their hardest lessons. Discover how Benjamin Graham lost big during the Great Depression and why Jesse Livermore warns against overconfidence. Explore the dramatic fall of Long-Term Capital Management and the peril of stepping outside one's expertise, highlighted by Michael Steinhardt and Warren Buffett's mistakes. Learn about the dark side of concentrated investments and the emotional rollercoaster that comes with navigating unpredictable markets.
29 snips
Sep 27, 2023 • 1h 5min
BTC149: Parallels to the Roman Empire w/ Dr. Peter St. Onge (Bitcoin Podcast)
Dr. Peter St. Onge, a Fellow at the Mises Institute and macroeconomics expert, joins the discussion to reveal how today's inflation mirrors issues faced by the Roman Empire. He critiques current economic policies, explores the landscape of China's economy, and shares insights on Bitcoin's potential as a modern monetary solution. The conversation dives into currency devaluation, government overspending, and the lessons to be learned from historical empires, highlighting the comparative resilience of Bitcoin against fiat currency in turbulent times.
27 snips
Sep 24, 2023 • 1h 14min
TIP578: Fundamentals of Stock Investing w/ Daniel Pronk & Jake Ruth
Daniel Pronk and Jake Ruth, co-founders of Stock Unlock, share their wisdom on stock investing. They discuss critical lessons for beginners, emphasizing the importance of understanding compounding and maintaining emotional discipline. The duo also highlights common mistakes new investors make and stresses why investing in profitable companies is crucial. Listeners learn about the traits of successful investors, and the unique tools Stock Unlock provides to simplify investment analysis, making the stock market more accessible for everyone.
101 snips
Sep 20, 2023 • 1h 36min
BTC148: Bitcoin and AI w/ Guy Swann (Bitcoin Podcast)
In this discussion, Guy Swann, an authority on AI and Bitcoin, shares intriguing insights on how AI can decentralize technology and finance. They explore the complex relationship between AI models and data, emphasizing the importance of quality over quantity. Swann highlights the necessity for immediate settlement in AI applications and discusses the implications of AI on identity verification. The conversation also touches on the evolving landscape of digital communications and the potential for specialized AI to revolutionize various sectors.
26 snips
Sep 17, 2023 • 1h 13min
RWH033: Lessons From Buffett & Berkshire w/ Chris Bloomstran
In this engaging conversation, Chris Bloomstran, President & CIO of Semper Augustus, reveals valuable insights about Berkshire Hathaway and Warren Buffett's investment philosophy. He discusses the critical importance of intelligent asset allocation and why Berkshire's significant stake in Apple presents unique risks. Bloomstran argues that studying Buffett can help investors avoid pitfalls and cultivate integrity in their financial practices. He shares life lessons from past struggles and how a strong work ethic leads to investment success.
15 snips
Sep 17, 2023 • 1h 23min
RWH032: The Vigilant Investor w/ Chris Bloomstran
Chris Bloomstran, President & Chief Investment Officer of Semper Augustus, shares his insights on achieving long-term investment success. He emphasizes the importance of a 'dual margin of safety'—investing in high-quality businesses at great prices. Bloomstran discusses lessons learned from the dot-com bubble, his skepticism towards popular tech stocks like Tesla and Nvidia, and the dangers of irrational exuberance. He also reflects on the mentorship of Robert Smith and the importance of grounding investment strategies in fundamental analysis.
138 snips
Sep 15, 2023 • 56min
TIP577: Valuation Masterclass w/ Aswath Damodaran
Aswath Damodaran, a revered NYU professor and valuation expert, dives into the nuances of modern investing. He discusses how technological advancements alter valuation thinking and the pivotal role of intangible assets. Listeners gain insights into choosing discount rates and the implications of the US treasury rate. Aswath shares updated perspectives on companies like Nvidia and Meta, critiques buy-and-hold strategies, and emphasizes the need for statistical understanding in investing. A masterclass for anyone keen on refining their investment approach!
38 snips
Sep 13, 2023 • 1h 5min
BTC147: Fiat Ruins Everything w/ Bitcoin Developer Jimmy Song (Bitcoin Podcast)
In this engaging discussion, Bitcoin core developer Jimmy Song shares insights from his new book, "Fiat Ruins Everything." He argues that fiat currency not only distorts business values but also negatively affects family dynamics and societal culture. Jimmy critiques NFTs and altcoins as rent-seeking behaviors and highlights the harmful incentives fiat creates for both individuals and organizations. He also touches on the alarming impact of inflation on economic equality and how Bitcoin could help restore genuine family and social connections.
4 snips
Sep 10, 2023 • 1h 53min
TIP576: Mastermind Q3 2023 w/ Tobias Carlisle and Hari Ramachandra
Tobias Carlisle is a value investor and the mind behind two deep value ETFs, while Hari Ramachandra brings his intriguing insights on alternative investments to the table. They discuss intriguing stock picks like Constellation Software, Brookfield Corporation, and Winnebago. Tobias shares his bullish outlook on Winnebago, while Hari delves deep into Brookfield's corporate strategies. The conversation also touches on valuation methods, the lessons learned from investment mistakes, and the role of community in fostering growth among investors.
19 snips
Sep 8, 2023 • 1h 5min
TIP575: The Future of AI w/ Bob Muglia
Clay Finck chats with Bob Muglia, a distinguished technology executive who worked at Microsoft and led Snowflake to impressive revenue growth. They dive into the burgeoning AI landscape, discussing Bob's insights from his time with Bill Gates and Steve Ballmer. Bob highlights how data is becoming a company’s most valuable asset and reveals the competitive edge Snowflake has in the data warehousing space. He predicts the future impacts of AI across industries and emphasizes the importance of ethics in technological advancement.
