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
7 snips
Sep 23, 2022 • 52min
TIP477: Recession Proof Your Portfolio With Farmland w/ Artem Milinchuk
In this insightful discussion, Artem Milinchuk, founder of FarmTogether, shares his journey from Soviet Union struggles to leading farmland investment strategies. He emphasizes how farmland serves as a robust hedge against inflation and recessions, highlighting Bill Gates’ vast ownership. Artem explains how to evaluate farmland deals and why he prioritizes U.S. agriculture. He explores high-margin agricultural investments and discusses the evolving labor dynamics in farming, revealing farmland's unique stability compared to traditional market assets.
5 snips
Sep 21, 2022 • 1h 7min
BTC096: Fractional Reserve Banking Vs Bitcoin w/ Mike Stroup (Bitcoin Podcast)
Mike Stroup, a finance and economics expert, dives into the complexities of fractional reserve banking versus Bitcoin. He discusses the alarming rise of federal interest expenses and how it compares to military spending. Stroup explains the role of broad money supply in measuring inflation and critiques traditional inflation metrics. The conversation also touches on global currency reserves and their impact on financial stability, highlighting Bitcoin's potential as a safe alternative. Plus, he shares fascinating military pilot stories!
8 snips
Sep 18, 2022 • 1h 40min
RWH013: Move Slow, Win Big W/ Thomas Russo
In this engaging discussion, Thomas Russo, a renowned global investor known for his long-term investment strategies, shares invaluable insights from his encounters with legends like Warren Buffett and Bill Ruane. He reveals his philosophy on enduring short-term pain for long-term gains and emphasizes the critical nature of brand loyalty. Russo discusses the risks of agency costs, his successful investment journey with Berkshire Hathaway, and the significance of ethical investing. He also explores how curiosity fuels his investment decisions and the role of innovation in combating climate change.
16 snips
Sep 16, 2022 • 57min
TIP476: How to Value Companies like Alphabet, AXON and FIGS w/ Brian Feroldi
Brian Feroldi, a frequent contributor and valuation expert, shares his wisdom on analyzing companies like Alphabet, Axon, and FIGS. He dives into how different metrics, like P/E ratios, are crucial depending on a company’s life stage. Brian distinguishes between real and fake competitive moats, emphasizing the need for investors to recognize genuine advantages. He reveals his valuation strategies and provides insights on the growth potential of tech giants like Google, highlighting key factors for successful long-term investments.
Sep 14, 2022 • 1h 24min
BTC095: Bitcoin Time Stamping w/ Pierre Rochard (Bitcoin Podcast)
Pierre Rochard, VP of Research at Riot Blockchain and former product manager at Kraken, dives deep into the importance of timestamping in Bitcoin. He explains why Bitcoin acts as a decentralized clock and the significance of timekeeping for its ecosystem. The conversation also touches on the SEC's recent announcements regarding exchanges and why Bitcoin may not be performing as an inflation hedge. Additionally, they explore the correlation of Bitcoin with traditional markets and the future of retirement accounts offering Bitcoin investment options.
Sep 11, 2022 • 1h 3min
TIP475: Mastermind Q3 2022 w/ Tobias Carlisle
Tobias Carlisle, a renowned value investor and host of The Acquirer's Podcast, shares insights on compelling stock opportunities. He discusses his bullish stance on First American Financial and North Media A/S, emphasizing the latter's shift from traditional to digital services. The conversation highlights investment strategies, market behaviors, and the implications of bear market patterns, offering listeners a practical understanding of navigating economic fluctuations and recognizing undervalued stocks.
Sep 9, 2022 • 57min
TIP474: Building 4 Unicorn Companies with Celebrity Partners W/ Brian Lee
Brian Lee, a serial entrepreneur acclaimed for launching LegalZoom, ShoeDazzle, and The Honest Company, shares insights on building successful e-commerce ventures. He reveals how he bootstrapped LegalZoom and partnered with legal legend Robert Shapiro. Lee discusses the explosive growth of The Honest Company and the strategic magic behind partnering with celebrities like Kim Kardashian. Plus, hear about his new venture centered on baseball cards, blending nostalgia with entrepreneurial spirit, all while emphasizing the importance of authenticity and culture in business.
11 snips
Sep 7, 2022 • 1h 1min
BTC094: The Book of Satoshi w/ Phil Champagne (Bitcoin Podcast)
In a captivating discussion, Phil Champagne, author of "The Book of Satoshi," delves into the elusive identity of Bitcoin's creator, Satoshi Nakamoto. He reveals how Satoshi's writings shape our understanding of cryptocurrency and discusses fascinating theories on Satoshi's identity and motivations. Champagne also contrasts Bitcoin's value against gold and critiques traditional banking views. He shares intriguing insights about Bitcoin’s evolution, touching on its potential for personal security and the economic principles that continue to challenge conventional thought.
Sep 4, 2022 • 1h 7min
Classic 21: Inflation or Deflation w/ Jeff Booth
In this engaging discussion, Jeff Booth, author of "The Price of Tomorrow" and tech entrepreneur, dives into the paradox of inflation and deflation. He argues that technology drives deflation, emphasizing the need for global monetary policies that embrace this shift. Booth critiques outdated economic strategies, highlighting how they exacerbate debt issues. He explores smart investing in tech-driven businesses and addresses the implications of low-interest rates for consumers. The conversation unveils a future shaped by innovation and profound financial changes.
9 snips
Sep 2, 2022 • 51min
TIP473: Using Volatility to Hedge Against Inflation W/ Nancy Davis
Nancy Davis, a renowned expert in volatility markets and portfolio construction, shares her insights on inflation hedging strategies. She discusses key indicators for determining inflation trends and how to leverage volatility markets effectively. Nancy explains the basics of bond convexity and explores innovative ETF products that outperform traditional methods like TIPS. The conversation also touches on the complexities of current fiscal policies and the implications of rising rates on investment strategies, emphasizing the need for diversification in uncertain economic times.
