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
14 snips
Jan 29, 2023 • 51min
TIP519: The Education of a Value Investor by Guy Spier
Discover the inspiring journey of a hedge fund manager who revolutionized value investing after overcoming Wall Street's unethical practices. Learn how handwritten letters transformed his networking and led to a memorable lunch with Warren Buffett. Explore the benefits of collaborative investing and the importance of integrity and patience in decision-making. Above all, find out why a fulfilling life is prioritized over mere financial success in this compelling exploration of investment philosophy.
26 snips
Jan 27, 2023 • 1h
TIP518: The "Buy" List for 2023 w/ Eddy Elfenbein
Trey chats with Eddy Elfenbein, a portfolio manager and editor of Crossing Wall Street, known for his impressive 'Buy List' strategy. They delve deep into the ups and downs of 2022's stock performance and what his 2023 list looks like, including which five stocks are swapped out. Eddy reveals surprising stock performances and discusses undervalued picks. The conversation also touches on market volatility, non-tech stock successes, and the importance of adapting to economic shifts in investment strategies.
33 snips
Jan 25, 2023 • 1h 26min
BTC114: Bitcoin is Banking and Electrifying the Developing World w/ Lyn Alden and Alyse Killeen (Bitcoin Podcast)
Lyn Alden, a savvy financial analyst, and Alyse Killeen, the founder of Stillmark Capital, dive deep into the transformative power of Bitcoin and the Lightning Network. They discuss emerging businesses and predict significant developments in the coming years. Topics include grassroots Bitcoin adoption in developing countries like El Salvador, the contrast between stablecoins and CBDCs, and the exciting innovations that the Lightning Network brings to underserved communities. Their insights on inflation also shed light on economic challenges in countries like Egypt and Argentina.
62 snips
Jan 22, 2023 • 54min
TIP517: Mohnish Pabrai's Dhandho Investment Framework
Dive into the fascinating world of Mohnish Pabrai’s Dhandho investment framework! Discover how the Patel family transformed their fortunes in the motel industry through strategic investments. Unpack the nine principles that guide low-risk, high-reward investing. Learn how to identify market bargains and the connection between investing and gambling. Get insights on current market investments like Micron Technology, and explore the power of leveraging competitive advantages for substantial gains.
19 snips
Jan 20, 2023 • 54min
TIP516: Navigating A Real Estate Market On The Brink w/ Patrick Carroll
In this discussion, Patrick Carroll, the self-made founder and CEO of a multi-billion dollar real estate firm, sheds light on today's eerily similar real estate climate to 2008. He delves into how investors and lenders are adapting, highlighting multifamily properties as the least risky asset. The conversation also touches on why many Gen Z'ers live with their parents and the potential impact of the upcoming $68 trillion wealth transfer from baby boomers on the market. Patrick shares crucial indicators he relies on for navigating this complex landscape.
Jan 18, 2023 • 59min
BTC113: Bitcoin Lightning Tackling Spam w/ Vida Founder Lyle Pratt (Bitcoin Podcast)
Explore the intriguing intersection of the Bitcoin Lightning Network and telecommunications with Lyle Pratt, a seasoned entrepreneur. Discover how innovative solutions can combat the rising tide of spam in decentralized systems. Learn about the potential impacts of unique payment models and the importance of user empowerment. The conversation also touches on unexpected parallels between jujitsu and Bitcoin, highlighting adaptability and resilience in both arenas. Join this captivating discussion that blends tech, finance, and personal growth!
58 snips
Jan 15, 2023 • 52min
TIP515: The Little Book of Valuation by Aswath Damodaran
Dive into the fascinating world of company valuation with insights from Aswath Damodaran. Discover his primary methods for assessing a company’s worth, the critical inputs needed, and how to set appropriate growth rates. Explore the complexities of valuing growth companies through engaging case studies like Williams-Sonoma and Under Armour. Delve into the importance of intangible assets and learn about common biases that can skew financial analysis. Gain practical investing strategies and explore the impact of macroeconomic trends on stock purchases.
37 snips
Jan 13, 2023 • 1h 5min
TIP514: Permanent Supply Chain Disruptions That Will Sink the Economy w/ Jim Rickards
Jim Rickards, a renowned author and expert on financial markets and geopolitics, shares insights on the faltering global economy. He discusses the tug of war between inflation and deflation and how the Federal Reserve's strategies may not suffice in combating supply chain disruptions. The conversation explores the declining influence of China, the evolution of supply chains, and the urgent need for sound monetary principles. Rickards also emphasizes the protective role of gold and the need for companies to adapt to new geopolitical realities.
Jan 11, 2023 • 3min
We Study Billionaires by The Investor's Podcast Network
Delve into the minds of legendary investors like Warren Buffett and Ray Dalio, uncovering their unique investment strategies. Explore insights from the Richer Wiser Happier series, featuring wisdom from greats like Mohnish Pabrai. Discover the world of Bitcoin with expert discussions on its role in the macroeconomic landscape. Each segment is packed with actionable advice, making complex financial concepts accessible and engaging.
28 snips
Jan 11, 2023 • 1h 36min
BTC112: Bitcoin Macro Mastermind 1st Q 2023 w/ Joe Carlasare, Steven McClurg, & Jeff Ross (Bitcoin Podcast)
Join experts Joe Carlasare, a legal authority on digital asset disputes, Steven McClurg from Valkyrie Investments, and investment manager Jeff Ross as they dive into the complexities of cryptocurrency. They tackle the fallout from the FTX scandal, dissect the state of major exchanges like Binance, and analyze liquidity's role in market volatility. The discussion touches on inflation trends, fixed income challenges, and the intricacies of the U.S. versus China's economic narratives, providing insightful forecasts for Bitcoin's future.
