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
16 snips
Dec 6, 2022 • 53min
TIP501: Investing During an Inflationary Environment
Discover the primary drivers of inflation and how they shape investment strategies today. Explore performance trends of various asset classes during inflation, and understand why gold and cash-flowing real estate are solid protective options. Learn about Treasury Inflation-Protected Securities (TIPS) and insights from Warren Buffett on hedging against inflation. Delve into market analyses of Adobe and Microsoft, highlighting their resilience in challenging economic conditions, and consider the value of skill enhancement for navigating inflation successfully.
Dec 4, 2022 • 1h 10min
TIP500: Berkshire Hathaway Shareholder's Meeting and Intrinsic Value w/ Stig Brodersen and Clay Finck
Discover the electrifying atmosphere of the Berkshire Hathaway Annual Shareholder’s Meeting, where networking and investment insights flow freely. Learn how to navigate the meeting, from logistics to insider tips. Delve into the intricate concept of intrinsic value, as the hosts analyze Berkshire Hathaway and Apple, revealing key evaluation strategies. Gain insights into the impacts of stock buybacks and how Warren Buffett’s financial maneuvers create shareholder benefits. A fascinating exploration for both seasoned investors and newcomers alike!
13 snips
Dec 2, 2022 • 1h 15min
TIP499: Investing Through A Bear Market w/ David Gardner
In this insightful discussion, David Gardner, co-founder of The Motley Fool, shares his expertise on investing through bear markets. He emphasizes the importance of a long-term strategy and maintaining calm during market turbulence. Gardner provides evaluations of major players like Netflix, Amazon, Meta, and Apple, exploring their evolving business dynamics. He also reflects on personal experiences during past recessions and talks about teaching financial literacy to his family, highlighting the significance of resilience and continuous learning in investing.
Nov 30, 2022 • 1h 12min
BTC106: FTX Failure, GBTC, Genesis DCG & more w/ Dylan LeClair (Bitcoin Podcast)
Join Dylan LeClair, a contributor to Bitcoin Magazine and a crypto market expert, as he dives into the fallout from the FTX collapse. He discusses the distinction between 'real' Bitcoin and 'paper' Bitcoin, revealing the underlying issues within the crypto ecosystem. Topics include the financial troubles of firms like Genesis, the implications of the GBTC discount, and the state of Tether. Dylan also shares insights on Bitcoin mining's shift towards transaction fees and the skepticism surrounding altcoins, all while navigating the turbulent landscape of cryptocurrency.
23 snips
Nov 29, 2022 • 59min
TIP498: Ray Dalio's Book - Big Debt Crises & How the Economic Machine Works
Explore Ray Dalio's insights on the vital roles of credit and debt in the economy. Discover how too much debt can threaten global stability and the intricacies of short-term versus long-term debt cycles. Learn to identify economic bubbles and understand the delicate balance policymakers face in managing large debt issues. Delve into the dynamics of inflationary and deflationary cycles, and the potential for hyperinflation at the end of debt cycles. This discussion unveils the complexities of economic management and the implications for society.
13 snips
Nov 27, 2022 • 1h 34min
RWH017: Fidelity Legend Joel Tillinghast
Joel Tillinghast, a legendary Fidelity fund manager, shares his journey from an eight-year-old investment enthusiast to a market-beating powerhouse. He discusses the significance of not overpaying for stocks, his admiration for Cathie Wood, and the lessons learned from a significant financial misstep. Tillinghast reflects on investing in 'adaptive companies' and his approach to diversification, revealing a staggering success with Monster Beverage. He emphasizes the importance of self-awareness in investing and offers insights for the next generation of fund managers.
20 snips
Nov 25, 2022 • 55min
Classic 22: Life and investing w/ Mohnish Pabrai
In this engaging discussion, Mohnish Pabrai, a notable value investor and founder of the Dakshana Foundation, shares wisdom from his friendship with Charlie Munger. He reveals how he employs a checklist for informed stock investing and discusses his unique approach to philanthropy, aiming for the highest returns on charitable donations. Their conversation also dives into the significance of education for underprivileged students and the sustainable impact of well-planned philanthropic efforts.
10 snips
Nov 23, 2022 • 54min
BTC105: It's Bitcoin Not Crypto w/ Cory Klippsten (Bitcoin Podcast)
Cory Klippsten, CEO of Swan Bitcoin, shares his candid insights on the aftermath of the FTX bankruptcy and highlights the need for transparency in the crypto industry. He discusses the pitfalls of venture capitalists in the crypto space and unveils the mechanics behind major scams. Klippsten also emphasizes the critical difference between Bitcoin and other cryptocurrencies, advocating for self-custody. Tune in to hear about his experiences at the Bitcoin Pacific Conference and how he envisions a brighter future for Bitcoin enthusiasts.
38 snips
Nov 22, 2022 • 56min
TIP497: Lessons from Billionaire Howard Marks
Howard Marks, co-founder of Oaktree Capital and a renowned investment guru, dives deep into his vital insights on investing. He shares the importance of second-level thinking and how psychology significantly affects market behavior. Marks emphasizes the cyclical nature of markets, detailing common investor mistakes and the necessity of focusing on bargains. He also discusses strategies for low-interest environments and the folly of making macroeconomic predictions. His approach to defensive investing is a key takeaway, promoting risk management over high-return pursuits.
5 snips
Nov 20, 2022 • 1h 15min
TIP496: Mastermind Q4 2022 w/ Tobias Carlisle and Hari Ramachandra
Tobias Carlisle, a seasoned value investor and author, joins Hari Ramachandra, a savvy market analyst and blogger, to dive into the current financial landscape. They explore the potential of Meta and discuss its investment risks, highlighting why both are bullish on the stock. Tobias also shares insights on Colgate Palmolive, spotlighting its growth in pet nutrition. The duo examines market conditions influenced by inflation and the challenges faced by tech firms, providing valuable perspectives for investors navigating volatility.
