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
Aug 30, 2022 • 1h 4min
BTC093: The Debt Spiral Defined w/ James Lavish (Bitcoin Podcast)
James Lavish, a finance and macroeconomics expert, delves into the U.S. debt spiral, discussing its unsustainable levels and implications for the economy. He highlights the Federal Reserve's tough position amidst rising interest rates and increasing treasuries. The conversation touches on the current economic crisis in Europe, the hesitancy of institutional investors regarding Bitcoin, and Japan's calmer treasury market. Lavish also clears up misconceptions about Bitcoin amid economic challenges, showcasing its potential resilience and future role.
11 snips
Aug 28, 2022 • 1h 6min
TIP472: Inflation Masterclass continued W/ Cullen Roche
Cullen Roche, an expert in inflation and deflationary trends, shares his insights on the current economic landscape. He discusses why moderate inflation is expected in the coming years and argues that deflation is more likely than hyperinflation. Roche examines the importance of money velocity for inflation and its implications for retirement planning. He highlights how to integrate inflation expectations into investment strategies and evaluates what a deflationary world might entail, providing listeners with thought-provoking economic perspectives.
20 snips
Aug 23, 2022 • 1h 11min
BTC092: Bitcoin Energy & Custody w/ Parker Lewis & Will Cole (Bitcoin Podcast)
Parker Lewis and Will Cole, both Bitcoin thought leaders from Unchained Capital, discuss the fascinating relationship between Bitcoin and the energy sector. They explore how Bitcoin mining can drive energy demand and the implications of ESG practices on investments. The duo emphasizes the importance of secure Bitcoin custody and the risks associated with 'paper Bitcoin.' They also touch on innovative ways to purchase Bitcoin and the impact of rising interest rates on the economy, advocating for self-custody and a free-market approach to energy.
8 snips
Aug 21, 2022 • 1h 58min
RWH012: Fear the Fed w/ Jim Grant
Jim Grant, a renowned financial expert and author, shares his insights on the economic landscape shaped by past inflations. He warns against the futility of predicting interest rates while emphasizing the lessons history teaches us about human behavior with money. The discussion highlights the Federal Reserve's role in recent inflation and the dangers of overconfidence in central banking. Grant prefers gold over Bitcoin for financial protection and discusses investment opportunities amidst current market risks, notably expressing skepticism towards China.
43 snips
Aug 19, 2022 • 1h 14min
TIP470: How to Leverage Information to Serve You Best w/ Ross Dawson
In this enlightening discussion, guest Ross Dawson, a futurist and author of 'Thriving on Overload', shares insights on leveraging information for better decision-making. He explains different levels of attention needed for focus and the importance of frameworks that synthesize knowledge. Dawson highlights the rise of AI and discusses industries likely to create future billionaires. Learn how to navigate information overload and build an effective 'information portfolio' to enhance creativity and ensure that the information you consume serves your best interests.
19 snips
Aug 17, 2022 • 55min
BTC091 (Part 2): Bitcoin Mastermind Group 3Q 2022 w / Jay Gould, Jeff Ross, and Joe Carlasare
In this insightful discussion, Joe Carlasare, an expert in financial markets, and Jeff Ross, a skilled investment strategist, delve into key economic trends. They tackle the implications of an inverted yield curve on market stability and explore inflation's grip in the UK and the Federal Reserve’s strategies. The duo examines current conditions in China’s real estate market and how oil prices can signal economic shifts. Their predictions for Q4 cover liquidity challenges and unusual market psychology, making this a must-listen for investors.
5 snips
Aug 17, 2022 • 56min
BTC091 (Part 1): Bitcoin Mastermind Group 3Q 2022 w / Jay Gould, Jeff Ross, and Joe Carlasare
In this engaging conversation, Jay Gould, a podcast host, Jeff Ross, an investment strategist, and Joe Carlasare, a Twitter influencer, dive into the evolving Bitcoin landscape. They discuss how market maturation impacts investment strategies and analyze the latest trends in unemployment and inflation. The trio explores buying exhaustion and the effects of Federal Reserve policies on Bitcoin and traditional investments. Their insights into market momentum and sentiment offer a riveting look at how external factors shape financial landscapes.
Aug 14, 2022 • 1h 10min
TIP469: Would Warren Buffett invest in venture capital? W/ Kiyan Zandiyeh
Kiyan Zandiyeh, a venture capitalist and founder of Sturgeon Capital, dives into what we can learn from Warren Buffett in the realm of venture capital. He argues that emerging markets present superior return opportunities, highlighting the role of technology and youthful demographics. Zandiyeh discusses the value good investors add, strategies for measuring venture capital returns, and the significance of the right leadership in startups. He also sheds light on impact investing and its potential to stimulate local economies.
5 snips
Aug 12, 2022 • 1h 8min
TIP468: Why Buffett is Investing in Oil Companies W/ Josh Young
Josh Young, Chief Investment Officer and founder of Bison Interests, shares insights on the volatile oil market, driven by geopolitical tensions like the Russia-Ukraine war. He discusses Warren Buffett's substantial investments in Chevron and Occidental, revealing strategic insights for retail investors. The conversation touches on rising interest rates, recession risks for smaller producers, and how macroeconomic factors influence oil demand and valuations. Young also forecasts the future of airline stocks, highlighting the complex dynamics in both sectors.
Aug 10, 2022 • 1h 12min
BTC090: Risk Free Rates on Bitcoin's Lightning Network w/ Joe Consorti (Bitcoin Podcast)
Joe Consorti, an expert on Bitcoin's Lightning Network, shares his insights into securing risk-free rates within the Bitcoin ecosystem. He discusses the significance of the Time Value of Lightning and predicts future rates for Lightning channels. The conversation delves into the implications of recent bear market trends and how they might signal exhaustion. Joe also highlights the innovations of Magma in liquidity leasing and evaluates the driving forces behind Bitcoin cycles, linking macroeconomic factors to Bitcoin's valuation and market dynamics.
