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
Nov 18, 2022 • 1h 5min
TIP495: The Changing Composition of Money w/ Alfonso Peccatiello
Alfonso Peccatiello, a macroeconomics and finance expert, shares his insights on shifting monetary policies and the risks banks face in losing deposits to higher-yielding alternatives. He discusses the European Central Bank's evolving strategies and the recent Fed meeting's implications. Peccatiello highlights the dangers of pension funds using interest rate swaps and analyzes the current yield curve inversion's expectations. Tune in for a deep dive into economic dynamics and financial education!
20 snips
Nov 16, 2022 • 1h 4min
BTC104: The US FED & Treasury Need Bitcoin w/ Luke Mikic (Bitcoin Podcast)
In this conversation with Luke Mikic, a Bitcoin expert and macroeconomic analyst, listeners dive into the pressing need for Bitcoin in today's financial landscape. He discusses parallels between current economic conditions and historical cycles, particularly the 1930s and 40s, highlighting wealth inequality and currency wars. Mikic explores the role of stable coins in influencing government bonds and introduces the provocative 'Bitcoin Milkshake' theory. His insights also touch on triggers for inflation and the implications of our reliance on fiat currency.
57 snips
Nov 15, 2022 • 54min
TIP494: The Worldly Wisdom of Charlie Munger
Discover the fascinating meeting of Warren Buffett and Charlie Munger, sparking a legendary partnership. Explore Munger's philosophy on lifelong learning and the mental models that shape his investment tactics. Hear how he transformed Buffett's strategies and emphasizes the need to constantly reassess our perspectives. Munger's focus on simplicity in investments and the importance of integrity truly stand out, alongside the role of incentives in aligning company goals with shareholder interests. Dive into the wisdom of this investing titan!
102 snips
Nov 13, 2022 • 1h 38min
RWH016: The Best Of The Best w/ François Rochon
In this insightful conversation, François Rochon, founder of Giverny Capital and an expert in value investing, shares his time-tested investment strategies. He emphasizes the critical concept of 'margin of safety' and the importance of long-term thinking. Rochon discusses how to navigate bear markets, the value of humility in investing, and highlights companies he admires. Moreover, he candidly addresses his own investment mistakes through an annual 'Podium of Errors' list, illustrating his commitment to learning and growth in the investment landscape.
Nov 11, 2022 • 1h 4min
TIP493: Should CEOs Have Term Limits? w/ Bill George
Bill George, former CEO of Medtronic and Harvard professor, discusses his empathetic leadership journey and the concept of 'True North.' He shares insights on cultivating inclusive cultures while growing Medtronic to $60B and explains why he believes CEOs should have a 10-year term limit to encourage adaptability. George highlights successful pandemic leadership examples, including Satya Nadella and Mary Barra, while emphasizing the critical role of personal values in effective leadership.
Nov 9, 2022 • 1h 10min
BTC103: Bitcoin Policy Update w/ Jason Brett (Bitcoin Podcast)
In this discussion, Jason Brett, a leading expert on Bitcoin policy and regulation, unpacks crucial legislative developments affecting cryptocurrency. He dives into the Lummis-Gillibrand Bill and the Digital Commodities Consumer Protection Act of 2022, exploring their potential impact on market regulation. Brett also shares insights into the White House’s approach to crypto-assets and consumer protection, as well as the implications of Central Bank Digital Currencies (CBDCs). It's an eye-opening conversation about the future of digital finance!
15 snips
Nov 8, 2022 • 1h 3min
TIP492: The Best Investor You've Never Heard of
Discover the intriguing investment philosophy of a little-known standout investor who achieved an incredible 921% return. Delve into why early bets on Amazon and Costco reshaped market expectations. Uncover the secrets of portfolio management, emphasizing the importance of quality over quantity. Learn the tactics behind Destination Analysis and how thoughtful investing during the financial crisis paid off. Plus, get insights into recent moves in ASOS and how giant retailers weather economic storms, showcasing the power of patience and strategic focus.
7 snips
Nov 6, 2022 • 1h 5min
TIP491: Macro and the Energy Market w/ Lyn Alden
Lyn Alden, a financial analyst and author renowned for her insights into macroeconomics and energy markets, discusses the intricate relationship between oil supply and economic stability. She explains the boom and bust cycle in the oil market, and Warren Buffett's strategic bets on Chevron and Occidental. They delve into the recent OPEC+ production cuts and their impact on prices, raising questions about inflation targets and U.S. monetary policy. Alden also sheds light on the appreciation of emerging market currencies compared to more established ones.
Nov 4, 2022 • 59min
TIP490: Lessons from Home Depot, Sam Walton and giving away $2 Billion w/ Billionaire Bernie Marcus
In a captivating discussion, Bernie Marcus, co-founder of Home Depot and dedicated philanthropist, shares his journey from humble beginnings to billionaire status. He reflects on the economic climate of the early '80s while co-founding Home Depot and emphasizes the importance of mentorship through stories with retail icon Sam Walton. Bernie also dives into his philanthropic efforts, discussing integrative medicine, autism awareness, and the Georgia Aquarium. With insights on effective leadership and the role of luck, this chat is both inspiring and informative.
Nov 2, 2022 • 52min
BTC102: Bitcoin Lightning Network Changing the Energy Sector w/ Austin Mitchell (Bitcoin Podcast)
Austin Mitchell, an expert in energy and environmental policy from Carnegie Mellon, shares his insights on Bitcoin's potential to transform the energy sector. He discusses the challenges energy companies face today and how Bitcoin could solve them. The conversation dives into the Lightning Network's ability to facilitate instantaneous energy payments, streamline transactions, and address financial inefficiencies. Austin also highlights real-world use cases where Bitcoin is making an impact, along with his own company's innovative solutions in this arena.
