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
13 snips
Apr 12, 2023 • 56min
BTC125: James Lavish On Why Bitcoin Performs From Here (Bitcoin Podcast)
In this discussion, James Lavish, a seasoned fixed income investor and Bitcoin educator, shares his insights on the current macroeconomic climate and its implications for Bitcoin. He highlights the divergent dynamics of US and European credit markets and analyzes how central banking actions fail to dampen Bitcoin's resilience. James also addresses potential sell-off scenarios reminiscent of March 2020 and offers portfolio strategies for Baby Boomers, suggesting Bitcoin as a valuable digital asset amidst economic uncertainty.
20 snips
Apr 11, 2023 • 54min
TIP544: Life-Changing Returns in Cyclicals & Spinoffs
Discover how journaling can enhance your investment journey by promoting self-reflection. Delve into the crucial role incentives play in shaping managerial decisions and their long-term impact on returns. Learn why understanding intrinsic value is key to avoiding common traps in value investing. Explore the untapped potential of spinoffs, and hear success stories that illustrate strategic investment in cyclical industries. Gain insights into navigating market inefficiencies for optimal returns while respecting the wisdom of market pricing.
29 snips
Apr 9, 2023 • 46min
TIP543: 100 Baggers: Stocks that Return 100-1 w/ Chris Mayer
In this engaging discussion, Chris Mayer, author of "100 Baggers" and portfolio manager at Woodlock House Family Capital, shares his expertise on identifying stocks that can appreciate 100-fold. He outlines the key traits of successful companies, the significance of management ownership, and his preference for a concentrated portfolio of high-quality stocks. Mayer emphasizes that stocks serve as a strong hedge against chaos and evaluates the powerful model of Constellation Software, revealing insights that could transform your investment strategy.
48 snips
Apr 7, 2023 • 56min
TIP542: The Crisis is Bigger Than Banks w/ Jeremy Grantham
Trey Lockerbie chats with Jeremy Grantham, a legendary investor famed for his accurate market predictions. They dive into the recent bank failures and the Federal Reserve's policies, analyzing the historical patterns of bear markets. Grantham critiques corporate practices like stock buybacks, emphasizing the economic inequality they foster. The duo considers the dominance of giants like Apple and Microsoft, warns about climate change and declining birth rates, and highlights the promising potential of early-stage research companies in sustainability.
7 snips
Apr 4, 2023 • 55min
BTC124: Bitcoin is a Strategic National Necessity w/ Pierre Rochard (Bitcoin Podcast)
In a compelling discussion, Pierre Rochard, Vice President of Riot Platforms and a Bitcoin mining expert, highlights the national security implications of Bitcoin and the ongoing Texas draft bill intended to limit mining. He shares his insights from testifying at the Texas Congress, emphasizing Bitcoin's economic benefits for local communities. The conversation also delves into concerns over Central Bank Digital Currencies (CBDCs) and the fight for states' rights, along with the importance of effective legislation to support Bitcoin's strategic role in energy management.
6 snips
Apr 4, 2023 • 53min
TIP541: How Equity Crowdfunding is Changing the Game w/ Daniel Gallancy
Daniel Gallancy, CEO of Atakama, a pioneering cybersecurity firm, discusses the evolution of capital markets and the rise of equity crowdfunding, which democratizes investment access for individuals. He highlights the substantial growth of venture capital, compares its returns to public markets, and describes how regulations like the JOBS Act open new avenues for investors. Gallancy also explains how Atakama utilizes equity crowdfunding to expand its innovative encryption technologies aimed at safeguarding data, showcasing the opportunities available for everyday investors.
80 snips
Apr 2, 2023 • 1h 26min
RWH024: Wealth, Wisdom, & Happiness w/ Tom Gayner
Tom Gayner, CEO of Markel Corporation, shares his wisdom on long-term investing and personal fulfillment. He discusses how he started his retirement account at just 14 and learned the importance of compounding from his grandmother. Tom emphasizes steady progress over quick gains, the value of joy in work, and the significance of writing down one’s principles. He highlights the need for authentic relationships in both life and investing, using insights from investing legends like Charlie Munger and anecdotes about humor in business to illustrate his points.
129 snips
Mar 31, 2023 • 1h 3min
TIP540: Lessons in Life and Business from a Self-Made Billionaire w/ Andrew Wilkinson
Trey interviews Andrew Wilkinson, a self-made billionaire and co-founder of Tiny, known for acquiring and scaling tech companies. They discuss innovative strategies for navigating market disruptions and personal growth through self-care. Andrew reveals insights from his partnerships with investing icons like Bill Ackman and Howard Marks. The conversation also covers his unique perspectives on parenting and fostering a love for investing in children, as well as setting 'anti-goals' to prioritize personal well-being and success.
22 snips
Mar 29, 2023 • 56min
BTC123: The Legacy Banking System in Shambles w/ Alf Peccatiello (Bitcoin Podcast)
Alfonso Peccatiello, aka Macro Alf, is a macroeconomic expert who unpacks the tumultuous state of the global banking system. He discusses the implications of immediate withdrawals on bank reserves and explores rising inflation and bond yield puzzles. The conversation turns to the increasing shift towards Bitcoin and gold by non-NATO countries, highlighting vulnerabilities in the U.S. dollar's dominance. Peccatiello also assesses the risks in real estate and the potential for a recession, advocating for informed investment strategies amidst current economic turmoil.
22 snips
Mar 28, 2023 • 52min
TIP539: The Banking Crisis Explained w/ Shawn O'Malley
In this conversation, Shawn O'Malley, chief editor and writer of a daily financial markets newsletter, shares his insights on the recent banking crisis. He discusses the fallout from bank failures like Silicon Valley Bank and Credit Suisse's emergency sale. Shawn explains how rising interest rates have shaken investor confidence and outlines the Federal Reserve's efforts to stabilize the situation. He also offers strategies for navigating current market volatility and finding security in investments such as money market funds.
