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
49 snips
Jul 16, 2023 • 55min
TIP565: Why Buffett is Doubling Down on Japan w/ Dan Rasmussen
Dan Rasmussen, Founder and Portfolio Manager of Verdad, shares his contrarian perspective on Japan's undervalued stock market. He argues that Japanese equities present some of the best valuations globally, contrasting them with overvalued US stocks. The discussion includes Japan's recent economic evolution, the impact of yield curve control, and how rising interest rates are shaping corporate earnings. Rasmussen also touches on financial literacy and emerging technologies, urging investors to reconsider opportunities beyond conventional markets.
4 snips
Jul 14, 2023 • 53min
TIP564: Capitalizing on Commercial Real Estate Trends w/ Charles Clinton
In this discussion, Charles Clinton, co-founder and CEO of EquityMultiple, dives into the ever-evolving commercial real estate landscape. He sheds light on the impact of interest rate hikes on property prices and shares insights into niche markets like self-storage and car washes that EquityMultiple is exploring. Clinton also discusses the challenges facing traditional office spaces and the future of residential real estate. With a focus on maximizing investment potential amidst a changing market, this conversation is a goldmine for real estate enthusiasts.
24 snips
Jul 12, 2023 • 1h 9min
BTC138: A Progressive's Case for Bitcoin w/ Jason Maier (Bitcoin Podast)
Jason Maier, author of "A Progressive Case for Bitcoin," joins to debunk Bitcoin myths with data-driven insights. He discusses the surprising environmental benefits of Bitcoin mining and its potential to address systemic wealth inequality. Maier draws parallels between Bitcoin and movements like Occupy Wall Street, emphasizing its role in empowering disenfranchised communities. He argues that Bitcoin could promote accountability in governance and reduce the prevalence of war, highlighting the need for bipartisan support for its growth.
55 snips
Jul 9, 2023 • 2h 13min
RWH029: Beyond Rich w/ Pico Iyer
Pico Iyer, a celebrated author of 15 books and 4 TED Talks, shares his profound insights on living a fulfilling life shaped by simplicity and mindfulness. He discusses why he opts for a minimalistic lifestyle in Japan and forgoes technology, emphasizing the luxury of slowing down. Iyer offers advice to young people about crafting a meaningful existence, embraces the impermanence of life after losing everything in a wildfire, and reflects on valuable lessons from friendships with influential figures like the Dalai Lama and Leonard Cohen.
93 snips
Jul 7, 2023 • 1h 6min
TIP563: Lightning in a Bottle & Microcap Investing w/ Ian Cassel
Ian Cassel, a full-time microcap investor and CIO of Intelligent Fanatics Capital Management, shares his insights on navigating the microcap landscape. He discusses the transformative role of mentors in his journey and the key traits that make certain investments like 'lightning in a bottle.' Ian reveals unconventional methods for business analysis and the importance of ongoing due diligence. He also emphasizes the necessity of identifying resilient companies that can thrive in any market and shares effective strategies for sourcing new investment ideas.
37 snips
Jul 5, 2023 • 1h 9min
BTC137: Bitcoin Functions Like A Biological Network w/ Brandon Quittem (Bitcoin Podcast)
In this engaging discussion, Brandon Quittem, a fungi expert, draws fascinating parallels between biological networks and Bitcoin. He explores how mycelium operates beneath the forest floor, reminiscent of Bitcoin’s decentralized structure. Quittem highlights the resilience found in both fungi and Bitcoin, emphasizing antifragility and adaptive decision-making processes. The conversation delves into nutrient exchanges in ecosystems as a mirror to Bitcoin mining, showcasing the intricate ways nature informs technology. Join in for insights on cycles of growth and the harmony between life and cryptocurrency!
39 snips
Jul 2, 2023 • 1h 2min
TIP562: How to Cope With Market Cycles
Discover insights from Howard Marks’ book on mastering market cycles. Explore the emotional rollercoaster of bull and bear markets, and learn how historical bubbles, like Isaac Newton's misfortune, can teach us valuable lessons. Understand why timing market bubbles is risky and why success can sow the seeds of failure. Get tips on when to adopt aggressive or defensive strategies in your portfolio as markets evolve. Stay informed by recognizing investor psychology's pivotal role in navigating economic fluctuations!
15 snips
Jun 28, 2023 • 1h 9min
BTC136: The FED Pause & Q2 Current Events w/ Luke Gromen (Bitcoin Podcast)
In this discussion, Luke Gromen, a macro and geopolitical thinker, shares insights on the Federal Reserve's recent pause on interest rate hikes and its implications for the economy. He examines the U.S. government's need to issue $2.1 trillion and the resultant pressures on the treasury and energy markets. Gromen also delves into the Bitcoin landscape, particularly in light of growing traditional finance interest with BlackRock's ETF filing, and discusses the evolving dynamics of U.S.-China relations impacting global markets.
40 snips
Jun 25, 2023 • 1h 25min
RWH028: Lessons From Legends w/ Mohnish Pabrai, Tom Gayner, & John Spears
Join leading investor Mohnish Pabrai, known for his ethical investing, and Tom Gayner, CEO of Markel Corporation, as they share invaluable insights on trust and integrity in business. They explore Charlie Munger’s belief that ethics offer a competitive edge, the importance of removing toxic relationships, and how lasting success is built on authentic connections. Mohnish highlights the impact of David Hawkins’ work, while Tom emphasizes operating from trust and integrity. Discover how these principles can transform both business and personal life.
72 snips
Jun 23, 2023 • 1h 2min
TIP561: Discovering Your Hidden Genius w/ Polina Pompliano
In this engaging discussion, Polina Pompliano, author of "Hidden Genius," shares her insights on how high performers navigate challenges. She redefines success by emphasizing personal experiences over wealth and explains the concept of 'people-based learning.' Polina reveals that creativity is a trainable skill, and explores the power of mental toughness and resilience. She also introduces the idea of developing an alter ego to boost personal growth, using examples from icons like Beyonce. Ultimately, she encourages listeners to bet on themselves and cultivate their unique identities.
