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
139 snips
Oct 12, 2022 • 2h 40min
BTC099: Michael Saylor's Deep Dive on Bitcoin Energy Misconceptions (Bitcoin Podcast)
Michael Saylor, CEO of MicroStrategy, is a prominent Bitcoin advocate and investor. In this discussion, he tackles misconceptions about Bitcoin's energy consumption and its role in economic systems. Saylor explains how the scarcity of money impacts goods and discusses the irrational urgency created by fiat systems. He argues that Bitcoin mining may actually solve environmental issues and enhance energy efficiency. Moreover, he portrays Bitcoin as a powerful ESG incentive, emphasizing its capability to stabilize the monetary landscape.
25 snips
Oct 11, 2022 • 50min
TIP482: How Warren Buffett Became the Greatest Investor to Ever Live (Part 1)
Explore the intriguing journey of Warren Buffett, from his formative years in Omaha to his legendary status in investing. Discover Benjamin Graham's principles that shaped Buffett's strategy, including the critical concept of margin of safety. Learn about his transformative investments in GEICO and the shift from cigar butt companies to high-quality businesses. Charlie Munger's influence is highlighted, along with Buffett's love for the insurance industry and his impressive track record of consistent returns. A fascinating dive into investment philosophy awaits!
Oct 10, 2022 • 1h 1min
TIP481: Our Finances w/ Stig Brodersen and Clay Finck (Part 2)
Discover the unconventional hiring process that values personality over technical skills. Learn about the podcast's impressive financial growth, with free cash flow soaring from $650,000 to $2 million. The discussion highlights the importance of humility and transparency in team dynamics. Delve into the complexities of valuing a company while prioritizing team culture and societal impact over profit. Plus, hear a personal journey from actuary to podcast host, filled with insights on investing and community building.
Oct 9, 2022 • 1h 13min
TIP481: Our Story w/ Stig Brodersen and Clay Finck (Part 1)
Delve into the origins of a transformative podcast as hosts share how they met and what inspired them to launch their venture. They discuss pivotal moments that shaped their journey and how team dynamics triumph over profit in their unique corporate culture. Listeners learn about their strategic approach to hiring and the incorporation of Bitcoin discussions. With a focus on fostering an empowered team environment, the duo illustrates how happiness and collaboration drive their mission in the podcasting world.
13 snips
Oct 7, 2022 • 54min
TIP480: Why Microcaps Have The Best YTD Performance w/ Ian Cassel
Ian Cassel, a microcap expert and founder of MicroCap Club, explores why microcaps are outperforming larger cap stocks in today’s market. He compares current trends to 2008, highlighting the resilience of microcap stocks amid economic challenges. Cassel discusses private equity's growing interest in public markets and shares unique strategies from a recent investment summit. With a focus on innovative platforms and the importance of thorough research, he emphasizes the potential for growth in the microcap sector.
83 snips
Oct 5, 2022 • 2h 2min
BTC098: Proof of Stake (PoS) Versus Proof of Work (PoW) w/ Jason Lowery (Bitcoin Podcast)
In this lively discussion, Jason Lowery, an MIT security expert, delves into the nuances of Proof of Work and Proof of Stake protocols. He explores the critical role of property rights and how power dynamics shape these systems. Jason explains the concepts of abstract versus physical power, shedding light on their implications in blockchain technology. He also addresses the risks of centralization in PoS, and offers insights on the thought processes of key figures like Vitalik Buterin. Ultimately, he calls for a deeper understanding of these mechanisms among policymakers.
5 snips
Oct 2, 2022 • 1h 54min
RWH014: The Resilient Investor w/ Matthew McLennan
Matthew McLennan, an investment professional with a rich background at Goldman Sachs and First Eagle Investments, shares insights on resilient wealth creation. He reflects on his off-the-grid upbringing and how it shaped his perspective. The conversation includes the importance of patience in investing, likening it to gardening, and the value of established businesses. McLennan also discusses why gold may be a better hedge than Bitcoin and emphasizes the need for global diversification in an unpredictable market.
5 snips
Sep 30, 2022 • 1h 6min
TIP479: How to Invest w/ David Rubenstein
David Rubenstein, co-founder of The Carlyle Group and philanthropic giant, shares a wealth of insights. He discusses the impact of the Ukraine war on energy markets and inflation. Rubenstein reflects on his transition from politics to private equity and the challenges in today’s fundraising landscape. He also dives into his investment strategies, particularly in healthcare and sports, and the complexities of ESG investing. Lastly, he emphasizes that true happiness lies beyond wealth, offering sober thoughts on life’s deeper connections.
21 snips
Sep 28, 2022 • 1h 7min
BTC097: Central Bank Digital Currencies Vs Bitcoin w/ Sam Callahan (Bitcoin Podcast)
Sam Callahan, a leading expert on central bank digital currencies (CBDCs), discusses the significant implications CBDCs could have on individual rights and freedoms. He raises concerns about potential losses for everyday citizens and outlines how CBDCs may be implemented globally. Sam also critiques the World Economic Forum’s bias towards proof of stake, particularly against Bitcoin, highlighting the misconceptions about energy consumption in mining. Additionally, he shares insights into the challenges faced by the European Central Bank due to the ongoing energy crisis.
13 snips
Sep 25, 2022 • 1h 11min
TIP478: Market Cycle Masterclass w/ David Stein
David Stein, former chief investment strategist for an $80 billion advisory firm and host of "Money For the Rest of Us," shares his insights on market cycles. He explains the credit cycle and its effects on borrowing and asset prices. Stein discusses the current state of the real estate cycle and how to adjust investment risk based on market conditions. He highlights why junk bonds might be appealing now and emphasizes the importance of asking the right questions when evaluating asset managers. The conversation blends psychological insights with practical investment strategies.
