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
323 snips
May 28, 2023 • 2h 8min
RWH027: High-Quality Investing w/ Christopher Begg
In this engaging discussion, Christopher Begg, CEO of East Coast Asset Management and a revered professor at Columbia Business School, shares insights on high-quality investing. He emphasizes the importance of patience and the legacy of value investing inspired by legends like Buffett. From identifying competitive advantages to navigating uncertainties in the market, his strategies offer a fresh perspective. Chris also explores the significance of kindness in building trust and how personal growth parallels investment philosophy. Plus, he reflects on the thrill of mastering foil surfing and its lessons for life.
40 snips
May 26, 2023 • 56min
TIP555: Lessons from the World's Greatest Capital Allocators
Dive into the wisdom of legendary investors as a favorite book of Warren Buffett's is reviewed. Learn how CEOs like Henry Singleton and Katherine Graham achieved exceptional returns through innovative capital allocation. Discover the stark differences in thinking styles between typical CEOs and Outsider CEOs. Explore the importance of strategic investments and the merits of decentralized management approaches in driving long-term value. Uncover insights on adapting to market conditions and the psychological aspects of investing for maximum growth.
27 snips
May 24, 2023 • 50min
BTC131: Positioning For the Bitcoin Boom w/ Tuur Demeester (Bitcoin Podcast)
Tuur Demeester, a renowned Bitcoin analyst known for his insights on cryptocurrency, delves into the current surge in Bitcoin optimism. He explains on-chain metrics that underline a strong bullish narrative. The discussion touches on innovations in Bitcoin custody, like collaborative models to simplify key management for newcomers. Tuur also speculates on future transaction fees and the impact of potential economic instability on Bitcoin's growth, positioning it as a strategic safeguard in today's unpredictable financial landscape.
70 snips
May 21, 2023 • 1h 17min
TIP554: Mental Models for Successful Investing w/ John Jennings
John Jennings, President and Chief Strategist of St. Louis Trust & Family Office, shares his insights on navigating the complexities of investing. He discusses why humans are hard-wired to avoid uncertainty and how that affects investment behavior. Jennings emphasizes the importance of mental models for making smarter decisions and the common pitfalls of confusing correlation with causation. He also highlights how behavioral biases, like loss aversion, can mislead investors, and explores the role of luck in the unpredictable world of finance.
20 snips
May 19, 2023 • 1h 25min
TIP553: Why Hard Assets are Positioned to Outperform w/ Tavi Costa
Tavi Costa, a partner at Crescat Capital and a specialist in precious metals, discusses the emerging commodity supercycle. He believes we’re in the early stages of a bull market for gold and silver, driven by inflationary pressures. Tavi outlines four pillars of inflation pointing towards higher rates ahead and predicts a downturn in S&P 500 earnings. He emphasizes gold's historical resilience during economic shifts and reveals investment opportunities in Brazilian commodities, setting it apart from the other BRICS nations.
17 snips
May 17, 2023 • 51min
BTC130: Inscriptions & High Fees On Bitcoin L1 w/ Tuur Demeester (Bitcoin Podcast)
Tuur Demeester, a prominent Bitcoin economist known for his sharp insights, joins the discussion about Bitcoin's growing fees and the implications of inscriptions on L1 and L2 networks. They explore why there's urgency to update the Bitcoin codebase, and how these inscriptions might boost Layer 2 solutions. The conversation dives into future fee predictions, the seamless interplay between layers, and Tuur’s ongoing research, illuminating the evolving landscape of Bitcoin and its potential to adapt.
92 snips
May 14, 2023 • 1h 6min
TIP552: Mastering the Art of Investing: A Deep Dive w/ Sam Zell
In this insightful discussion, legendary real estate investor Sam Zell shares his journey in pioneering the REIT industry and emphasizes the importance of market awareness. At 81, his relentless drive to succeed continues to inspire. Zell delves into the complexities of negotiating high-stakes sales, like his record-breaking $40 billion transaction with Blackstone. He also offers his perspective on current interest rates, advocating for further hikes, and highlights the crucial interplay between liquidity and value in investment decisions.
34 snips
May 12, 2023 • 1h 11min
TIP551: Berkshire Hathaway Annual Shareholders Meeting 2023
Warren Buffett, Chairman and CEO of Berkshire Hathaway, and Charlie Munger, its Vice Chairman, share their investment wisdom at the 2023 shareholders meeting. They discuss the shifting landscape of commercial real estate and the importance of adaptability for value investors. Insights include Buffett's capital allocation strategies, updated views on Taiwan Semiconductor, and the enduring strength of the US Dollar as a reserve currency. Munger emphasizes thoughtful position sizing while both provide timeless life advice, highlighting prudent investing for future generations.
38 snips
May 10, 2023 • 1h 4min
BTC129: How the IMF and World Bank Sell Exploitation As Development w/ Alex Gladstein (Bitcoin Podcast)
Alex Gladstein, Chief Strategy Officer at the Human Rights Foundation and author of "Hidden Repression," dives into the complex interplay between the IMF, World Bank, and global economic disparities. He uncovers how these institutions often entrap nations in cycles of repression through debt. Gladstein also discusses Bitcoin's transformative potential, especially in the global South, highlighting its role as a refuge from traditional financial systems. With captivating stories and insights, he offers a compelling case for reevaluating current economic practices in favor of empowerment.
77 snips
May 7, 2023 • 1h 6min
TIP550: Masterclass w/ Mohnish Pabrai
Mohnish Pabrai, a legendary investor and philanthropist, shares his fascinating investment framework. He discusses why the Turkish stock market is appealing and reveals his four-step method for analyzing annual reports. Pabrai dives into specific stocks like Alibaba and Constellation Software, sharing insights on their potential. He emphasizes the importance of maintaining objectivity and aligning executive incentives with shareholder interests. Throughout, he underscores the value of honesty in personal and professional relationships, creating a captivating discussion.
