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
42 snips
Mar 26, 2023 • 2h 7min
TIP538: Richer, Wiser, Happier, Q1 2023 w/ William Green & Stig Brodersen
Explore the intriguing relationship between wealth and happiness for billionaires. Discover the importance of aligning values with investment choices and the ethical considerations that can lead to true fulfillment. Reflect on lessons from investment legends like Ray Dalio and Charlie Munger. Learn how pain and reflection can foster personal growth, while the right partnerships can build trust in finance. Finally, delve into the psychology of investment decisions and the emotional factors that influence success.
70 snips
Mar 24, 2023 • 1h 22min
TIP537: The Surprising Opportunities in Commercial Real Estate w/ Ian Formigle
Ian Formigle, Chief Investment Officer at Crowdstreet and a commercial real estate expert, discusses the current landscape of office and retail markets. He shares insights on how rising interest rates and bank failures impact investment strategies. Formigle highlights the multifamily sector as a promising opportunity and emphasizes the challenges posed by capital calls. He also predicts the future of office spaces, considering post-pandemic recovery and changing market dynamics, offering valuable guidance for investors navigating these turbulent times.
14 snips
Mar 22, 2023 • 1h 14min
BTC122: The US Treasury May Need Private Stable Coins w/ Matthew Pines (Bitcoin Podcast)
In this engaging discussion, Matthew Pines, a global macro and security intelligence thinker, shares his insights on the geopolitical landscape and its effects on market conditions. He delves into China's market manipulations and Japan's pivotal role in global interest rates. Their conversation highlights the complexities of central bank digital currencies versus private stable coins, and how the U.S. Treasury may pivot towards private issuers. Pines also sheds light on the intricate ties between geopolitical issues and cryptocurrency, emphasizing the emerging importance of Bitcoin.
40 snips
Mar 21, 2023 • 56min
TIP536: Buffett and Munger’s Principles and Mental Models
Explore the virtues of philanthropy and the power of simplicity in life and investing. Delve into the secrets of achieving financial independence through the lens of Charlie Munger. Understand the importance of delayed gratification and mindful spending for long-term success. Learn how an investment checklist can help avoid common pitfalls and enhance decision-making. Reflect on contentment beyond external validation and how our eating habits can connect to investment behaviors.
63 snips
Mar 19, 2023 • 2h 14min
RWH023: Defensive Investing In Dangerous Times W/ Guy Spier
In this engaging discussion, Guy Spier, a renowned hedge fund manager and author of 'The Education of a Value Investor,' shares insights from his successful investment journey. He addresses the systemic risks posed by geopolitical tensions like the war in Ukraine and explains how emotional equilibrium aids his investment decisions. Spier elaborates on the importance of internally funded growth and the dangers of relying on external capital, while emphasizing the psychological effects of market volatility and the need for a disciplined approach to investing.
21 snips
Mar 17, 2023 • 1h 7min
TIP535: Insights from the World's Top Money Managers w/ Kristof Gleich
In this engaging discussion, Kristof Gleich, President and CIO of Harbor Capital, brings a wealth of experience from Goldman Sachs and JP Morgan. He shares insights on what distinguishes top money managers and the surging popularity of active ETFs. The conversation delves into behavior analytics in investment decisions and the importance of manager selection amid market volatility. Gleich also recounts valuable life lessons from his time with investment legend Bill Gross, highlighting the blend of intuition and analysis essential for successful investing.
17 snips
Mar 15, 2023 • 1h 11min
BTC121: Bank Failures & Bitcoin w/ Steven McClurg (Bitcoin Podcast)
Steven McClurg, CIO at Valkyrie and a macroeconomics expert, shares insights on the recent bank failures and their repercussions on the economy and Bitcoin. He discusses the Federal Reserve's current considerations and how distinct these recent failures are compared to past crises. The conversation explores the potential impacts of Wall Street's actions on Bitcoin on-ramps and raises questions about the future of Bitcoin ETFs and the effect of paper Bitcoin on the market. McClurg's analysis offers a unique perspective on navigating the evolving financial landscape.
80 snips
Mar 14, 2023 • 56min
TIP534: The Joys of Compounding by Gautam Baid
Discover the art of lifelong learning and why curiosity is essential for personal growth. Explore the power of mental models and first principles for making better decisions. Learn how the Feynman Technique can enhance your understanding of complex subjects. Successful investors often credit their behavioral edge and the choice of effective role models. Humility is highlighted as a key trait for long-term investment success, alongside the value of authentic living and embracing risks in pursuit of your passions.
35 snips
Mar 12, 2023 • 1h 5min
TIP533: How the Fed went Broke w/ Lyn Alden
Lyn Alden, an investment expert known for her sharp insights into macroeconomic trends, dives deep into the financial woes of the Federal Reserve. She discusses how the Fed's balance sheet shapes economic stability and the implications of rising interest rates. Alden also expresses her optimism about investing in India and Brazil. Additionally, she explores the future of digital currencies and stresses the importance of a diversified investment portfolio for peace of mind and happiness. Her unique perspectives on financial literacy shed light on preserving purchasing power.
12 snips
Mar 10, 2023 • 1h 1min
TIP532: Insights From A Reclusive Investment Firm w/ Graeme Forster
Dr. Graeme Forster, Director and Portfolio Manager at Orbis, shares his fascinating journey from mathematics to value investing. He discusses legendary investors like Jim Simons and the success of Orbis' founder, Allan Gray, emphasizing the importance of flexibility in investment strategies. Graeme introduces the concept of the 'Great Misallocation' and illustrates how good, cheap companies excel in bear markets. His unique blend of macro and micro perspectives offers valuable insights for investors navigating today's complex landscape.
