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
Jun 24, 2022 • 1h 12min
TIP459: The Equation for a Meaningful Life w/ Vitaliy Katsenelson
Vitaliy Katsenelson, CEO of Individual Portfolio Management and author known for his contrarian investment insights, dives deep into today's market dynamics and the philosophy of Stoicism. He shares strategies for cultivating better habits and balancing active investing with personal growth. Katsenelson also draws parallels between investing and creativity, emphasizing the importance of mastering one’s craft. Finally, he outlines his equation for a meaningful life, blending lessons from artists and personal experiences.
5 snips
Jun 22, 2022 • 1h 14min
BTC083: Jack Dorsey’s Decentralized Identity Network w/ Pablo Fernandez (Bitcoin Podcast)
Pablo Fernandez, a software developer with expertise in decentralized identity and the Lightning Network, dives into the transformative world of Web5 and Jack Dorsey's vision. He discusses how decentralized identifiers empower users and contrasts them with traditional online identities. The conversation covers the potential of the Lightning Network for broader Bitcoin adoption and the importance of personal data ownership. Pablo also tackles the misunderstandings in Bitcoin development and envisions a future where everyone could run their own full nodes, promoting a decentralized ecosystem.
10 snips
Jun 21, 2022 • 48min
Classic 17: Smarter, Faster, Better By Charles Duhigg
Discover how control can supercharge motivation in teams and why accountability is crucial for enhancing performance. Explore General Electric’s innovative mix of SMART and stretch goals to fuel productivity. Dive into the art of decision-making with probabilistic thinking and learn how creative setbacks can actually lead to breakthroughs, as seen in Disney's 'Frozen'. Finally, navigate the complexities of managing financial windfalls tailored to individual investor goals.
Jun 19, 2022 • 1h 4min
TIP458: Why Billionaire Charles Schwab Invested in Kalshi w/ Luana Lopes Lara
Luana Lopes Lara, co-founder of Kalshi, discusses her groundbreaking event trading platform, the first to gain CFTC approval. She shares insights about Charles Schwab's investment and the challenges faced in building Kalshi. The conversation also touches on gamified trading platforms, the necessity of mentorship in entrepreneurship, and the contrasting cultures of influential financial firms. Luana emphasizes the importance of user engagement and adaptability in trading markets, drawing on her experiences from high-stakes finance to create innovative solutions.
5 snips
Jun 17, 2022 • 1h 7min
TIP457: Why the Dollar Is Not Collapsing w/ Jeffrey Snider
Join Jeffrey Snider, an expert on global monetary systems with contrarian views on the Federal Reserve, as he delves into the intricacies of the Eurodollar and the seemingly illusory Petrodollar. He discusses the unexpected rise of the Russian Ruble amid sanctions and unpacks why the U.S. dollar remains strong despite predictions of its decline. With clarifications on central bank policies and the evolving nature of global finance, Snider offers a thought-provoking analysis of today's economic landscape.
Jun 15, 2022 • 59min
BTC082: The Senator Lummis & Gillibrand Digital Asset Bill w/ Jason Brett & Tyler Lindholm (Bitcoin Podcast)
Guests Tyler Lindholm, a proponent of digital asset legislation from Wyoming, and Jason Brett, policy director at the Bitcoin Policy Institute, dive deep into the proposed Lummis-Gillibrand bill. They discuss Wyoming's innovative digital asset laws and how they've influenced federal legislation. Topics include consumer protection measures, regulations on stablecoins, and the bill's approach to decentralized exchanges. They also reflect on the implications of past market events, like the Luna crash, and the competitive landscape for regulatory clarity across states.
23 snips
Jun 14, 2022 • 1h 55min
RWH008: Playing to Win w/ Investing Guru Mohnish Pabrai
Mohnish Pabrai, an investing guru and close friend of legends like Charlie Munger and Warren Buffett, discusses his insightful journey in investing and philanthropy. He shares lessons from his 14-year friendship with Charlie, emphasizing continuous learning and the importance of humility. Mohnish reveals how ethical behavior gives investors a competitive edge and reflects on personal growth in service to others. He also touches on parenting and the transformative power of vulnerability in building meaningful connections.
Jun 12, 2022 • 1h 10min
TIP456: How to Build a Wealth Plan for Financial Independence w/ Katie Gatti
In this engaging discussion, Katie Gatti, a personal finance expert and host of "Money with Katie," dives into crafting a wealth plan for financial independence. She shares practical strategies, like how to calculate retirement needs and reserve cash effectively. Katie also breaks down various investment accounts, the ideal index fund allocation, and when to explore alternative investments. With a focus on balancing time, energy, and philanthropy, she equips listeners with the tools for informed financial decisions.
14 snips
Jun 10, 2022 • 1h 1min
TIP455: Indicators for Crisis Investing w/ Dan Rasmussen
Dan Rasmussen, an expert in crisis investing and portfolio manager, shares his insights on navigating turbulent financial times. He discusses key indicators such as high yield spreads that signal economic downturns. Rasmussen critiques the discounted cash flow model, urging caution in reliance on traditional forecasts. He introduces Verdad's four-quadrant framework to mitigate biases and emphasizes the shifts in investment strategies post-COVID, particularly towards value and small cap stocks, equipping listeners with essential tips for informed investing.
Jun 8, 2022 • 1h 3min
BTC081: Bitcoin Legal Tender & International Adoption w/ Mike Peterson
Mike Peterson, founder of Bitcoin Beach, shares his journey in promoting Bitcoin as legal tender in El Salvador. He discusses the startup challenges of Bitcoin Beach and the community's rapid adoption of cryptocurrency. Peterson highlights his encounters with central bankers during an international summit and their thoughts on Bitcoin's potential. He explores the transformative social projects underway, including Bitcoin-based housing initiatives and financial education, all aimed at empowering the local population and setting a precedent for global adoption.
