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
40 snips
Jul 13, 2022 • 1h 16min
BTC086: The Macro Hurricane w/ Lawrence Lepard (Bitcoin Podcast)
Lawrence Lepard, an expert in commodities and Bitcoin, dives deep into the current economic turmoil affecting businesses today. He shares insights on aggressive monetary policies and their potential fallout, especially for commodities and the stock market. The conversation extends to Bitcoin's price manipulation and its future in an unstable economy. Lepard also explores Russia's geopolitical motives, the bond market's credibility, and practical advice for those on fixed incomes, making a compelling case for alternative financial strategies.
52 snips
Jul 10, 2022 • 1h 14min
RWH010: High-Performance Habits w/ Guy Spier (Part 2)
Join Guy Spier, a renowned value investor and author of 'The Education of a Value Investor,' as he shares insights on navigating ADHD and the importance of structuring life around a clear mission. He discusses thoughtful practices like writing your own obituary and nurturing meaningful relationships for personal and professional growth. Spier emphasizes the value of kindness, the surprising power of radical truthfulness, and the significance of compounding goodwill in both business and life.
95 snips
Jul 10, 2022 • 1h 49min
RWH009: How to Build Enduring Wealth w/ Guy Spier (Part 1)
In this engaging discussion, Guy Spier, a renowned hedge fund manager and author, shares his journey shaped by his family's loss during the 1930s. He emphasizes the need for investors to recognize the instability of markets and discusses why he avoids Bitcoin and gold in favor of productive assets. Spier explores 'destination analysis' as a valuable tool for investment, highlighting the importance of aligning strategies with personal values. With insights on the economic high ground and the necessity of sizing bets correctly, he underscores the significance of authenticity in investing.
6 snips
Jul 8, 2022 • 52min
TIP463: Investing for Profit and Joy w/ Howard Lindzon
In this episode, Howard Lindzon, a hedge fund manager and entrepreneur, shares his unique perspective on investing. He argues that the stock market is rigged, urging listeners to treat investing like a game. Howard emphasizes investing in companies you love, drawing inspiration from Peter Lynch, and introduces his intriguing '8 & 80 rule.' He discusses the power of social media in trading, particularly through platforms like StockTwits. Most importantly, Howard encourages cultivating joy in investing, proving that it can be both profitable and fulfilling.
Jul 6, 2022 • 60min
BTC085: Sven Henrich on the Central Banker's Dilemma (Bitcoin Podcast)
Sven Henrich, a global macro analyst and investor known for his astute market insights, shares his evolving views on Bitcoin and the economic landscape. He examines the central banks' tightening policies, questioning if they'll hold until a crisis ensues. Sven also discusses the rapid rise in interest rates and its implications on market stability. His insights into technical analysis reveal the complexities of navigating investments today, making a compelling case for Bitcoin's future in our changing economy.
12 snips
Jul 3, 2022 • 1h 2min
TIP462: What is money? w/ Lyn Alden
Lyn Alden, a financial analyst renowned for her expertise in macroeconomics and commodities, shares profound insights into the evolving nature of money. She discusses the historical causes of currency debasement and the intricate relationships between fiat money and warfare. Alden also highlights Japan's unique economic challenges compared to the U.S. and Europe. Listeners learn about the implications of government debt, the role of gold as a stable value, and the lessons history offers for navigating inflationary periods.
Jul 1, 2022 • 1h 11min
TIP461: The Next Investing Revolution w/ Jim O'Shaughnessy
Jim O'Shaughnessy, an investing pioneer and quant legend, shares his profound insights on the evolution of investment strategies. He discusses the '4 horsemen of the investing apocalypse' and how traditional metrics like GDP are losing relevance in today's market. Jim highlights the importance of a rational, probabilistic mindset amidst volatility while unveiling innovative financial strategies, including Bitcoin's potential in retirement savings. He also reflects on the invaluable lessons learned from his philanthropic grandfather, emphasizing the weight of family legacy in investment decisions.
4 snips
Jun 29, 2022 • 1h 15min
BTC084: Japanese Yield Curve Control, Oil, & Bitcoin Macro w/ James Lavish (Bitcoin Podcast)
Join James Lavish, a finance and macroeconomics expert, as he dives into the complexities of Japan's yield curve control and its impact on global markets. He discusses the rapid financial shifts in crypto, emphasizing Bitcoin's stability amid tumultuous conditions. Lavish also addresses the cooling housing market and inflation trends, pondering if it has peaked. You'll hear insights on the geopolitical implications of BRICS nations considering a new currency to challenge the US dollar and the importance of financial education in understanding these dynamics.
Jun 28, 2022 • 49min
Classic 18: Made in America
Explore Sam Walton's timeless tenets for business success, from customer engagement to innovative marketing strategies. Discover how Amazon adapted lessons from Walmart's disruptive retail tactics. Uncover the significance of employee feedback and maintaining a collaborative culture in driving company growth. The discussion also delves into Berkshire Hathaway's leadership dynamics and the enduring competitive edge of its founders. Get ready for insights that blend entrepreneurship with valuable investment wisdom!
Jun 26, 2022 • 1h 7min
TIP460: Investing the Sir John Templeton Way w/ Lauren Templeton
Lauren Templeton, founder and president of Templeton & Phillips Capital Management, shares insights from her great-uncle, Sir John Templeton, a pioneer of behavioral finance. She discusses key moments in his career and the family's investment philosophies shaped by resilience and contrarian thinking. The conversation dives into navigating market volatility and the importance of accepting imperfection in investment decisions. Lauren also offers her perspective on optimal investing during periods of pessimism, blending art and science in strategic decision-making.
