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
26 snips
Nov 1, 2022 • 60min
TIP489: Intrinsic Value Analysis of Dollar General & Apple
Explore the investment landscape of Dollar General and Apple, highlighting their growth potential and resilience against economic downturns. Dive into Dollar General's effective management strategies and future catalysts for success. Discover why Warren Buffett champions Apple, examining its diverse business segments and consumer loyalty. Learn about assessing intrinsic value through cash flow projections and the importance of a long-term investment mindset. This engaging discussion encourages patience and strategic thinking for budding investors.
71 snips
Oct 30, 2022 • 1h 16min
TIP488: Current Market Conditions W/ Richard Duncan
Richard Duncan, an expert on global economics, dives into crucial financial topics. He discusses the reversal of credit growth and its potential recessionary impact. The podcast highlights the troubling decline in global treasury markets and England's pension crisis. Duncan reveals the Federal Reserve's unprecedented negative net income and how it can be turned around. He also explores the implications of the $280B Chips and Science Act, shedding light on U.S. competitiveness in technology against China. Tune in for insights on navigating today's economic landscape!
20 snips
Oct 26, 2022 • 1h 23min
BTC101: 4th Quarter Macro Overview w/ Luke Gromen (Bitcoin Podcast)
Luke Gromen, a financial expert and author, dives into crucial topics surrounding macroeconomics and global markets. He discusses the impact of U.S.-China tensions on chip manufacturing and how the Federal Reserve’s policies may be weaponized against rivals like Russia. Gromen also examines the energy sector’s future, the significance of commodity-backed money, and current dynamics in U.S. real estate amid high mortgage rates. His insights shed light on the interconnectedness of monetary policy, inflation, and geopolitical strategies.
41 snips
Oct 25, 2022 • 1h 2min
TIP487: Warren Buffett’s 12 Investment Principles (with a Case Study)
Discover Warren Buffett's 12 key investment principles, focusing on long-term ownership and management quality. Learn why he shies away from tech stocks and his love for share buybacks. Delve into how to assess management teams and calculate a company's intrinsic value. The importance of emotional discipline in investing is highlighted, along with a fascinating case study on Buffett's billion-dollar investment in Coca-Cola. Gain insights on valuing stocks, understanding investor psychology, and navigating market fluctuations.
29 snips
Oct 23, 2022 • 1h 21min
TIP486: Macro Investing w/ Cullen Roche
Cullen Roche, author of 'Pragmatic Capitalism' and founder of The Discipline Funds, delves into the world of macro investing. He argues why understanding the macro landscape is crucial for investors and compares the economy to the human body. Cullen critiques the traditional buy-and-hold strategy and discusses why homes aren't always great investments. He emphasizes the importance of global diversification and explains yield curve control—a key concept in today's economic discourse. His insights on money creation in a digital age are particularly thought-provoking.
18 snips
Oct 21, 2022 • 1h 5min
TIP485: Market Updates, Ray Dalio Retiring, Elon Buying Twitter and Elemental Power w/ Josh Wolfe
Josh Wolfe, Co-founder of Lux Capital, dives into the chaotic state of current markets, suggesting we may be at an Entropic Apex. He discusses the need for peace through strength and his support for a defense startup. Wolfe also champions rebranding sustainable energy as Elemental Power, emphasizing the role of nuclear energy. He shares his entrepreneurial journey and critiques of Elon Musk's Twitter acquisition, while also highlighting his innovative pursuit of digitizing scents. It's a whirlwind of investment insights and groundbreaking ideas!
7 snips
Oct 19, 2022 • 1h 21min
BTC100: Jeff Booth On Finding Bitcoin's Signal In A Noisy World (Bitcoin Podcast)
Jeff Booth, a leading voice in Bitcoin and macroeconomic thought, shares his insights on the intricate relationship between energy and currency. He discusses why Bitcoin's adoption is a grassroots movement and tackles the rising tide of misinformation. Jeff explains the blockchain trilemma and why the combination of decentralization and security is groundbreaking. He emphasizes the necessity of incorporating energy into monetary systems and offers recommendations for global leaders on harnessing Bitcoin's potential. A must-listen for anyone fascinated by the future of finance!
30 snips
Oct 18, 2022 • 51min
TIP484: How Warren Buffett Became the Greatest Investor to Ever Live (Part 2)
Discover how Warren Buffett's investment in Geico transformed his career and reputation. Learn why his deal with Nebraska Furniture Mart was a masterstroke. Delve into Buffett's critiques of the efficient market hypothesis and how he navigated the chaos of the 1999 tech bubble. Explore his foresight regarding the 2007-2008 financial crisis. The podcast also highlights why Berkshire Hathaway's purchase of Apple is considered a game-changing trade, showcasing Buffett's long-term investment philosophy.
38 snips
Oct 16, 2022 • 1h 48min
RWH015: Betting Better in Markets & Life w/ Annie Duke
Annie Duke, a renowned expert in decision-making and former professional poker player, shares insights from her unique journey. She discusses the vital lessons learned from poker, such as embracing uncertainty and mastering probabilistic thinking. Annie explains how to improve decision-making in investing by recognizing cognitive biases and using structured strategies, like developing 'kill criteria' for selling assets. She emphasizes the importance of diverse perspectives and the potential pitfalls of identity and tribalism in financial decisions.
27 snips
Oct 14, 2022 • 60min
TIP483: Down But Not Out w/ Cathie Wood
Cathie Wood, the CEO and CIO of ARK Invest, dives deep into the world of disruptive innovation. She shares insights on recent market turbulence and her belief in a potential deflationary surprise that could shift the Fed's strategy. Cathie discusses her recent decision to step down from managing two ETFs and offers an updated perspective on Bitcoin and its future. She also explores Tesla's AI Day and its implications for jobs, while introducing ARK's new venture fund aimed at supporting innovative investments. Don't miss these captivating insights!
