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
6 snips
Dec 23, 2022 • 1h
TIP507: Market Indicators, CBDC's and Real Estate w/ Joe Brown
Joe Brown, host of Heresy Financial, dives into market indicators crucial for forecasting economic trends. He explains why a Fed pivot may take longer than many believe and discusses the $2T in reverse repos to manage liquidity. The conversation shifts to Central Bank Digital Currencies, where he contrasts their risks with decentralized options like Bitcoin. Finally, Joe analyzes the US real estate market and household financial health, urging prospective homebuyers to navigate the changing landscape before it's too late.
27 snips
Dec 21, 2022 • 1h 9min
BTC109: Bitcoin Taro, GBTC Discount, & More w/ Pierre and Morgen Rochard (Bitcoin Podcast)
Pierre Rochard, a leading Bitcoin and macroeconomic expert, and Morgen Rochard, author and financial planner, dive into the latest developments in the Bitcoin space. They discuss the implications of the GBTC discount to NAV and the potential of the Taro protocol for stablecoins. The duo also explores tax loss harvesting strategies and recent changes in accounting rules affecting Bitcoin. Their insights on the state of cryptocurrency regulation and the future of transaction fees add even greater depth to this engaging conversation.
19 snips
Dec 20, 2022 • 1h 13min
TIP506: How Jeff Bezos Built Amazon
Discover how Jeff Bezos identified internet opportunities in the 90s and employed the regret minimization framework to launch Amazon. Learn about the company's tumultuous early years, including major financial missteps during the tech bubble. Explore Amazon’s core values and how rival companies were eventually compelled to collaborate with the giant. Delve into the inspiration behind Amazon Prime and the creation of AWS, which has become crucial for Amazon's ongoing success.
34 snips
Dec 18, 2022 • 49min
TIP505: The Price of Time w/ Edward Chancellor
In this engaging discussion, Edward Chancellor, a financial historian and author of "The Price of Time," explores the intricate relationship between interest rates and the concept of time. He warns about how today's low returns contribute to economic instability while tracing the fascinating rise and fall of John Law, a pioneering financial figure. Chancellor also addresses the implications of irresponsible monetary policy on productivity and wage growth, urging listeners to reflect on the true cost of money in our economic systems.
6 snips
Dec 16, 2022 • 1h 7min
TIP 504: Opportunities in Energy, Metals and Mines w/ Will Thomson
Will Thomson, founder and managing partner at Massif Capital, dives into the world of energy, materials, and mining investments. He discusses the importance of probabilistic thinking in making informed investment decisions. Thomson shares his insights on constructing the 'perfect portfolio' and analyzes why Uranium underperformed in 2022. He explores challenges in the sustainable energy supply chain and evaluates various investment risks, including political instability. Plus, he reveals a standout stock that earned him recognition in the Value Investors Club.
18 snips
Dec 14, 2022 • 1h 4min
BTC108: Bitcoin Retirement and Inheritance Planning w/ Jeff Vandrew and Phil Geiger (Bitcoin Podcast)
Jeff Vandrew, Head of Legal at Unchained Capital, and Phil Geiger, a leader in client services, dive into the intricacies of Bitcoin inheritance and retirement planning. They discuss the surge in self-custody interest post-FTX collapse, the importance of legal title in inheritance, and the differences between probate and non-probate assets. Additionally, they highlight common mistakes in estate planning and emphasize secure methods for managing digital assets, like multi-signature technology and strategic IRA structures.
33 snips
Dec 13, 2022 • 1h 3min
TIP503: The Story of Airbnb and Brian Chesky
Discover the fascinating journey of Airbnb's co-founder, Brian Chesky, who transformed an air mattress idea into a $60 billion hospitality giant. Learn about the pivotal moment in Y-Combinator that helped them soar. Uncover innovative tactics like selling breakfast cereals to avoid bankruptcy and how they adapted during the pandemic. Explore the company's unique advantages over traditional hotels and the significant hurdles they faced in becoming a tech powerhouse.
7 snips
Dec 11, 2022 • 1h 29min
RWH018: How to be Happy w/ Tsoknyi Rinpoche & Daniel Goleman
Join legendary Tibetan Buddhist master Tsoknyi Rinpoche and emotional intelligence expert Daniel Goleman as they explore the intricate dance between emotions and happiness. Rinpoche shares powerful insights on handling painful feelings, termed 'beautiful monsters,' and introduces lighthearted techniques like belly breathing. They discuss the science behind accepting emotions and how meditation can enhance focus and compassion. Learn how to embrace emotional awareness, fostering an easy-going happiness while navigating societal pressures with grace and humor.
10 snips
Dec 8, 2022 • 59min
TIP502: How to Run Your Own Private Equity Portfolio w/ Darin Soat
Darin Soat, Director of Content at Linqto, shares his expertise in private equity investing. He discusses the evolving landscape of investment banking and why investors should consider private equity in their portfolios. The conversation dives into how democratization is reshaping access to this asset class and the mechanics of investing through platforms like Linqto. Additionally, they touch on the current market dynamics, including how billionaires navigate high interest rates and liquidity risks in private equity.
Dec 7, 2022 • 1h 36min
BTC107: The Real Impact of the IMF and World Bank w/ Alex Gladstein and Sam Callahan (Bitcoin Podcast)
Alex Gladstein, a human rights activist and author, joins Sam Callahan, lead analyst at Swan Bitcoin, to explore the profound impacts of the IMF and World Bank on developing nations. They discuss how structural adjustment policies often misrepresent the needs of poor countries. Through the story of Bangladesh's shrimp industry, they illustrate the cycle of debt and dependency created by international loans. The conversation highlights Bitcoin's potential to empower nations economically, challenging existing financial structures and promoting financial autonomy.
