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 7, 2022 • 50min
Classic 16: Billionaire Phil Knights' Book About Founding Nike
Explore the fascinating journey of Phil Knight, the co-founder of Nike, and the hurdles he overcame to build a billion-dollar brand. From his early days as a track runner in Oregon to groundbreaking partnerships in Japan, discover the emotional complexities that shaped Knight’s path. Key moments, like signing Michael Jordan, illustrate the blend of passion, persistence, and strategic thinking required for success. The insights on resilience and the intertwining of luck and skill provide valuable lessons for aspiring entrepreneurs.
8 snips
Jun 5, 2022 • 1h 14min
TIP454: Current Market Conditions w/ Tobias Carlisle
Tobias Carlisle, founder of Acquire's Funds and author of 'The Acquirer's Multiple,' shares his insights on today's stock market, highlighting its expensive nature despite ongoing volatility. He discusses strategies for investing in a world with higher interest rates and explores how deep-value stocks tend to perform during bear markets. With personal anecdotes from his NYSE bell-ringing experience, he intertwines financial wisdom with relatable storytelling, offering listeners valuable perspectives on navigating complex market conditions.
4 snips
Jun 3, 2022 • 47min
TIP453: The Case for Long-Term Value Investing w/ Jim Cullen
In this discussion, Jim Cullen, CEO of Schaefer Cullen Capital Management, shares insights from his 50 years in investing. He draws parallels between today's market and past downturns, emphasizing the importance of value investing in volatility. Cullen breaks down his disciplined approach and advocates for high dividend stocks, suggesting they'll outperform soon. He also highlights lessons learned throughout his career and shares personal experiences that shaped his investment philosophy.
12 snips
Jun 1, 2022 • 1h 24min
BTC080: Macro and Bitcoin Education w/ Greg Foss, James Lavish, Jason Sansone, & Sebastian Bunney (Bitcoin Podcast)
In this enlightening discussion, Greg Foss, a macroeconomics expert, joins forces with James Lavish, Jason Sansone, and Sebastian Bunney, co-founders of the Looking Glass Education Platform. They delve into the impacts of yield curve control on global currencies and Japan's CDS market. The group discusses Bitcoin’s rising significance amid inflation and explores why Fidelity's interest in Bitcoin is pivotal. They emphasize the importance of financial education to help individuals navigate complex economic landscapes and advocate for increased Bitcoin adoption worldwide.
May 31, 2022 • 1h 37min
Classic 15: The Great Minds of Investing
William Green, author of "The Great Minds of Investing," shares his insights on the philosophical aspects of investing. He discusses how friendships can enhance investment journeys and explores emotional dynamics faced by investors and hedge fund managers. The conversation highlights the importance of mental resilience, authentic strategies, and balance between intuition and analysis. Green also emphasizes the role of self-awareness and philanthropy in achieving true success, revealing how these elements shape successful investment philosophies.
4 snips
May 29, 2022 • 1h
TIP452: Elon's Twitter Takeover and Field Trip's Psychedelic Future w/ Dr. Ryan Yermus
Dr. Ryan Yermus, a medical doctor and co-founder of Field Trip, shares insights on the emerging field of psychedelic treatments. He discusses the potential of psychedelics for addressing mental health issues like depression and PTSD. Elon Musk weighs in on his Twitter takeover, Tesla’s innovative business strategies, and the future of energy initiatives. The conversation also explores the importance of psychedelics in modern psychiatry, highlighting their transformative effects on mental well-being and clinical practices.
4 snips
May 27, 2022 • 54min
TIP451: The Story of Bill Gross aka The Bond King W/ Mary Childs
Mary Childs, author of "The Bond King" and co-host of NPR's Planet Money, delves into the life of Bill Gross, the pioneer of bond trading and founder of PIMCO. She highlights Ed Thorpe's early influence on Gross and how they navigated the financial crisis while forging a unique bond with the government. The conversation also covers the dramatic events leading to Gross's decline at PIMCO, including a pivotal miscalculation and the personal challenges he faced, painting a vivid picture of the complexities behind 'The Bond King'.
May 25, 2022 • 1h 10min
BTC079: The Bitcoin Energy Revolution w/ Shaun Connell (Bitcoin Podcast)
In this engaging discussion, Shaun Connell, an energy executive from Lancium, shares his unique perspective on Bitcoin's transformative role in the energy sector. He reveals how Bitcoin adoption is accelerating within the grid's infrastructure and the overall reactions from energy company executives. Shaun explains the financial implications for energy companies and how Bitcoin can bolster grid stability. He also dives into the influence of energy prices on Bitcoin's value and the potential for integrating mining into energy business models.
150 snips
May 24, 2022 • 1h 47min
RWH007: Investing Legend Bill Miller On Amazon, Bitcoin, & Buffett
In this discussion, Bill Miller, a legendary investor who beat the S&P 500 for 15 consecutive years, shares his insights on market dynamics. He emphasizes how plunging prices signal opportunities to buy, especially in tech. Miller dives into his substantial investments in Amazon and Bitcoin, highlighting his unique perspective on cryptocurrency compared to Buffett. He expresses optimism for a stock market rebound and discusses the potential of Chinese tech stocks. Throughout, he reflects on handling emotional pressure during downturns and what he values most in his investment career.
May 22, 2022 • 1h 10min
TIP450: Mastermind Q2 2022 W/ Tobias Carlisle and Hari Hamachandra
Tobias Carlisle, a seasoned value investor and author, joins Hari Ramachandra, an insightful investment analyst, for a deep dive into market dynamics. They discuss the promising business model of Domino's Pizza, emphasizing its adaptability despite challenges. Hari expresses bullishness on Meta, exploring its advertising innovations and future in the Metaverse. The duo also touches on the intricate balance of selecting asset managers and the importance of aligning interests, providing listeners with valuable investment insights and strategies.
