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
Feb 17, 2023 • 1h 9min
TIP525: Secrets from a Private Billionaire Club w/ Michael Sonnenfeldt
In this engaging discussion, Michael Sonnenfeldt, a prominent real estate entrepreneur and founder of Tiger 21, shares invaluable insights from his private billionaire group. He reflects on his early achievements and the lessons learned from both successes and setbacks. Topics include the unique peer feedback process for investment strategies and the importance of resilience in entrepreneurship. Michael also emphasizes the significance of climate action and evolving investment trends, urging listeners to think bigger in their pursuits.
24 snips
Feb 15, 2023 • 1h 23min
BTC117: Bitcoin and the Start of the Information Era w/ Luke Broyles (Bitcoin Podcast)
In this discussion, Luke Broyles, a prominent voice on Bitcoin, delves into its significance within the information era. He provides a historical perspective on monetary systems and the consequences of hyperinflation. Luke argues that we're at a pivotal moment, emphasizing the need for scarce digital currencies. The conversation explores the cycle of empires influenced by technology and discusses Bitcoin as a revolutionary alternative to traditional money, highlighting its resilience and role as a stable store of value.
20 snips
Feb 14, 2023 • 57min
TIP524: Four Wide Moat Stocks for 2023
Explore the concept of wide economic moats and their importance for long-term investing. Discover why technology giants like Alphabet and Amazon present attractive opportunities for value investors. Uncover the competitive advantages and resilience of companies like S&P Global and Sherwin-Williams. Learn how key financial metrics and strong management contribute to consistent growth in these sectors. This podcast dives into what it takes to identify winning stocks in a rapidly changing market.
33 snips
Feb 12, 2023 • 1h 20min
TIP523: Financial Wisdom w/ Cullen Roche
Cullen Roche, an investment expert and author of "Pragmatic Capitalism," joins the discussion to share his insights on financial independence and portfolio optimization. He breaks down the differences between CPI and PCE, debates the role of elected central bankers, and discusses the impacts of a decoupling world on inflation and the US dollar. Roche also addresses the concept of balance sheet recessions, questions the future performance of the 60/40 portfolio, and explores how new generations of investors approach risk and resilience.
21 snips
Feb 10, 2023 • 57min
TIP522: Unconventional Wisdom From The Greatest Minds In Investing w/ Joseph Shaposhnik
Joseph Shaposhnik, Portfolio Manager at TCW and former Fidelity analyst, shares unconventional investment strategies shaped by legendary mentors. He discusses outperforming benchmarks and the significance of predictability in investments. Insights on top holdings like Constellation Software and FactSet reveal the importance of cash flow and insider ownership. Shaposhnik also challenges traditional wisdom, advocating for a focus on quality businesses and adaptability in the ever-changing market landscape. Intriguing anecdotes, including a conversation with Bill Gates, add depth to his investment philosophy.
7 snips
Feb 8, 2023 • 60min
BTC116: Bitcoin Ordinals and NFTs on Layer 1 of the Protocol w/ Pierre Rochard (Bitcoin Podcast)
Pierre Rochard, an expert in Bitcoin and Vice President at Riot Platforms, returns to discuss the intriguing topic of Bitcoin ordinals and NFTs on the Bitcoin protocol. He unpacks how these advancements could reshape the ecosystem, stirring debates on their impact and potential risks. The conversation dives into the implications of large files in blocks and the controversial use of Bitcoin for non-financial data. Rochard also explores the future of NFTs on Bitcoin, touching on legal concerns and the ethical complexities of data storage on the blockchain.
6 snips
Feb 7, 2023 • 56min
TIP521: Warren Buffett's Shareholder Letters
Dive into the wisdom of Warren Buffett as his shareholder letters are unpacked like a value investing MBA. Discover the essentials of what makes Berkshire's 'Big Four' businesses tick. Learn why Buffett champions share repurchases and treats shareholders like partners. Explore the pitfalls of investing in volatile industries and get insight into Buffett's capital allocation strategies. Finally, understand his principles for selecting reliable successors and the importance of intrinsic value in fostering long-term success.
27 snips
Feb 5, 2023 • 1h 21min
RWH021: Investing Amid Uncertainty w/ Joel Greenblatt, Bill Miller, Howard Marks, & François Rochon
Joel Greenblatt, famed for his investment genius, shares lessons on learning from mistakes and adapting in turbulent markets. Howard Marks emphasizes the need for caution to avoid ruin, while Bill Miller offers strategies for weathering brutal losses. François Rochon highlights the importance of emotional resilience and independent thinking in investing. Together, they explore how to navigate uncertainty, improve decision-making, and capitalize on the emotional swings of the market for successful investing.
26 snips
Feb 3, 2023 • 1h 10min
TIP520: Investing Through Post-bubble Markets w/ Jamie Catherwood
Join financial historian Jamie Catherwood, a Client Portfolio Specialist at O'Shaughnessy Asset Management and author of Investor Amnesia, as he delves into fascinating parallels between historical and modern markets. He explores how the frauds of today, like FTX, echo past scandals and the evolution of market regulations. Jamie also discusses how lessons from the 1800s can shape our current market outlook and highlights how the crypto landscape mirrors the early stock markets, revealing valuable insights for investors navigating today's financial realm.
26 snips
Feb 1, 2023 • 59min
BTC115: Bitcoin and The Creator Economy w/ Justin Rezvani (Bitcoin Podcast)
In this engaging discussion, tech entrepreneur Justin Rezvani, a Forbes 30 Under 30 honoree, shares insights on the evolving creator economy. He dives into the transformative potential of the Lightning Network, illustrating how it enables immediate payments and empowers creators to monetize their own data. Justin elaborates on his social application, Zion, advocating for decentralized systems that give users control over their content. He also explores the challenges and innovations within Web5, highlighting the need for fairer monetization and identity ownership in the digital landscape.
