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
19 snips
Jun 21, 2023 • 1h 17min
BTC135: Binance & Coinbase Vs the SEC w/ Joe Carlasare & Hodl (Bitcoin Podcast)
Joe Carlasare, an expert digital asset attorney, shares his insights on the ongoing legal battles involving Binance and Coinbase against the SEC, discussing the implications of user fund mishandling and potential TROs. American Hodl adds a unique perspective on the broader regulatory landscape and its effects on cryptocurrency operations. The conversation also digs into the Ripple lawsuit's possible impact on these exchanges and the ongoing scrutiny from regulators, highlighting the urgent need for clearer guidelines in the tumultuous crypto environment.
63 snips
Jun 18, 2023 • 1h 49min
TIP560: Richer, Wiser, Happier Q2 2023 w/ Stig Brodersen & William Green
Dive into a conversation about the transformative power of literature and how it shapes financial and personal growth. Discover curated book lists that blend spontaneity with structure, along with strategies to find impactful reads. Explore the interconnectedness of literature and investing, and how storytelling can drive emotions. Enjoy reflections on why giving books makes for meaningful connections, and how cultivating a love for reading supports well-being and resilience in life.
103 snips
Jun 16, 2023 • 57min
TIP559: Mastering the Market Cycle by Howard Marks
Explore the fascinating world of market cycles and how they impact investment strategies. Understand the push and pull of human psychology in the face of greed and fear. Discover the significance of economic productivity and consumer confidence on market behavior. Dive into lessons from the Great Financial Crisis and the pivotal role of credit cycles. Learn how to navigate the inevitable swings of the market and position yourself advantageously. It’s all about mastering the rhythm of investing through awareness and informed decision-making.
8 snips
Jun 14, 2023 • 1h 4min
BTC134: Bitcoin Integration Into Gaming with André Neves (Bitcoin Podcast)
In this engaging discussion, André Neves, Co-founder and CTO of Zebedee, shares his insights on integrating Bitcoin into gaming. He explains how Zebedee's innovative API allows seamless Bitcoin transactions, enhancing player experience. The conversation explores the transformative potential of Bitcoin in the gaming landscape, detailing its reception within the community and exciting future projects. André also discusses the emerging role of Noster and offers advice for aspiring engineers eager to dive into the crypto gaming space.
103 snips
Jun 11, 2023 • 46min
Classic 23: Lessons from Billionaire Peter Thiel
In this discussion, Peter Thiel, co-founder of PayPal and Palantir Technologies, shares his contrarian investment philosophies and insights on technology's impact on the workforce. He explains the importance of inverting traditional thinking, arguing that visionary companies focus on employee dynamics over mere revenue. Thiel challenges the angst narrative around computers replacing jobs and emphasizes a strategic approach to fostering innovation. The conversation also touches on Bitcoin security and the implications of AI and globalization on employment.
26 snips
Jun 9, 2023 • 58min
TIP558: How Ackman & Taleb Profited Billions During Market Crashes w/ Scott Patterson
Scott Patterson, a seasoned reporter and author of "The Chaos Kings," discusses hedge fund legends like Bill Ackman and Nassim Taleb, who capitalized on market crashes. He reveals how Ackman transformed a $27 million bet into over $2.6 billion. Patterson dives into Taleb's philosophy on 'black swan' events, complexity in financial markets, and the urgent need for investors to brace themselves for uncertainty. He critiques traditional finance views, advocating for a fresh look at risk management and accountability in today's volatile economy.
14 snips
Jun 7, 2023 • 47min
BTC133: Creating a New Libor on Bitcoin w/ Jesse Shrader (Bitcoin Podcast)
In this discussion, Jesse Shrader, a Bitcoin layer two Lightning expert and founder of Amboss, shares his journey from class action lawsuits to revolutionizing Bitcoin transactions. He dives into the evolution of the Lightning Network and how Amboss optimizes user experience with liquidity services. The conversation touches on challenges like inbound liquidity, the innovative Magma marketplace, and the concept of a Lightning Network Rate (LINER) for establishing risk-free rates in finance, all while contrasting the decentralized nature of Bitcoin with traditional financial systems.
11 snips
Jun 4, 2023 • 1h 22min
TIP557: Mastermind Q2 2023 w/ Tobias Carlisle and Hari Ramachandra
Tobias Carlisle, a value investor and podcaster with a focus on deep value strategies, teams up with Hari Ramachandra, a technologist and investor known for his insights into tech companies. They discuss the recent Berkshire Hathaway meeting, with Hari bullish on Palantir despite its rocky history and Tobias advocating for Virtu Financial as a timely trade. Stig shares his rationale for adding Teqnion to his limited stock portfolio. The conversation dives into investment philosophies and the importance of community within the financial space.
16 snips
Jun 2, 2023 • 57min
TIP556: 100 to 1 in the Stock Market by Thomas Phelps
Discover the secrets of successful investing with insights from Thomas Phelps's essential guide. Explore the characteristics that propel companies to skyrocket their stock prices by 100x, and learn why patience is crucial for investors. Uncover strategies for identifying high-growth stocks based on long-term fundamentals rather than short-term metrics. Dive into the world of compounding and the importance of aligning investments with personal values. This engaging discussion makes the case for disciplined investing amidst market chaos.
27 snips
May 31, 2023 • 1h 3min
BTC132: Mental Models For Understanding Bitcoin w/ Anil Patel (Bitcoin Podcast)
Anil Patel, author of "The Bitcoin Handbook," shares his insights into making Bitcoin more accessible. He discusses mental models crucial for understanding Bitcoin's complexities. Jevon's Paradox and network effects are explored, shedding light on Bitcoin's energy consumption and user adoption. Anil highlights the 'intransigent minority' and its vital role in shaping Bitcoin's future. He emphasizes the need for humility and critical thinking in navigating the financial landscape, making a compelling case for simplification in the crypto space.
