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
6 snips
May 20, 2022 • 57min
TIP449: Why the Dollar is the Strengthening to 20 Year Highs W/ Brent Johnson
Brent Johnson, founder of Santiago Capital and creator of the 'Dollar Milkshake Theory,' shares his insights on the strengthening dollar and global finance. He explains why holding US assets is a strategic advantage and discusses the alarming drop of the Japanese Yen to 40-year lows. Brent highlights how high energy costs amplify economic challenges and warns of the worst-case scenario of stagflation. He also evaluates the performance of precious metals, offering fresh perspectives for investors navigating today's complex financial landscape.
May 18, 2022 • 1h 33min
BTC078: Bitcoin Mastermind Discussion w/ Joe Carlasare, Jay Gould, & Jeff Ross (Bitcoin Podcast)
In this discussion, Joe Carlasare, a commercial litigator specializing in cryptocurrencies, Jeff Ross, a former doctor turned hedge fund manager focused on Bitcoin, and Jay Gould, a savvy investor in the crypto space, tackle pressing financial topics. They dissect the chaotic fallout from the Luna collapse, explore Bitcoin's potential as a hedge against traditional market instability, and evaluate upcoming regulatory challenges, including the SEC's stance on a Spot ETF. Their insights provide a tantalizing glimpse into the evolving crypto landscape.
4 snips
May 17, 2022 • 46min
Classic 14: One Up on Wall Street
Explore the world of small cap stocks and their potential for high returns. Learn why understanding a company goes beyond mere familiarity. Discover how to identify stocks with pricing power and the value of investing in boring, stable businesses. Get insights on the importance of fundamental analysis, and rethink common investment misconceptions. The hosts also delve into the unique investment strategies from a renowned expert, emphasizing the nuances between true expertise and personal bias.
May 15, 2022 • 58min
TIP448: A Way to Hedge Inflation? w/ Dan Handford
Dan Handford, CEO of PassiveInvesting.com, shares his extensive insights on commercial real estate investment strategies. He discusses how to thrive in competitive markets using conservative underwriting practices. Listeners will discover tips on reducing tax bills through real estate, the complexities of preferred versus common equity, and various financing methods for large firms. Handford also emphasizes the importance of strategic asset allocation and the dynamics of debt markets to hedge against inflation.
5 snips
May 13, 2022 • 1h 2min
TIP447: How to Build a Human Bias Defense System w/ Gary Mishuris
Gary Mishuris, managing partner and chief investment officer of Silver Ring Value Partners, dives into the fascinating world of behavioral finance. He unpacks the pitfalls of overconfidence and anchoring, shedding light on how biases like the endowment effect and social proof can skew investment decisions. Mishuris emphasizes the importance of questioning assumptions within investment teams and highlights the dangers of scarcity bias, especially in trendy markets like NFTs. Get ready for key strategies to outsmart cognitive traps in investing!
May 11, 2022 • 1h 14min
BTC077: Bitcoin Solves the Time Stamping Problem w/ Gigi (Bitcoin Podcast)
Join Gigi, a Bitcoin advocate and author known for his insightful articles, as he breaks down the intricate world of Bitcoin. He discusses how Bitcoin offers a unique solution to the time-stamping problem, vital for digital reliability. Gigi explores grassroots adoption, the transformative potential of Bitcoin's Lightning Network, and the differences between Proof of Work and Proof of Stake. He also shares his excitement for Bitcoin's future and stresses the importance of digestible education to enhance understanding in this complex field.
184 snips
May 10, 2022 • 2h 6min
RWH006: Master Your Mind w/ Arnold Van Den Berg
Arnold Van Den Berg, an investor and author, shares his journey of survival during the Holocaust and the pivotal moments that shaped his success. He discusses the extraordinary power of belief and the principles he adopted to navigate life. With no formal training, he taught himself to invest, emphasizing the importance of discipline in picking stocks. Arnold reveals how visualization and affirmations transformed his mindset and helped him excel as a money manager. He offers valuable advice on overcoming suffering and reprogramming the subconscious to achieve one's goals.
10 snips
May 8, 2022 • 1h 27min
TIP446: Berkshire Hathaway Annual Shareholders Meeting 2022
Warren Buffett, the renowned investor and CEO of Berkshire Hathaway, shares his insights from the latest shareholders meeting. He discusses the company's impressive $51 billion investments including Apple, and elaborates on the strategic importance of stock buybacks. Buffett also dives into his views on inflation, how it impacts purchasing power, and the evolving landscape of investment strategies. His reflections on changing opinions and the nuances of merger arbitrage add depth to the conversation, making it a treasure trove for aspiring investors.
May 6, 2022 • 58min
TIP445: The Fall of Netflix and Overlooked Assets w/ David Stein
David Stein, a financial markets expert and contrarian investing strategist, dives into pressing issues affecting today's economy. He discusses the fall of Netflix and its implications for tech stocks. Current risks from supply chain disruptions and food shortages are covered, along with insights on China's Evergrande crisis. Stein highlights why shorting commodities might not be the best bet and emphasizes the potential of overlooked assets like closed-end funds and Business Development Companies for savvy investors.
May 4, 2022 • 42min
BTC076: Finding Asymmetric Investments w/ Bill Miller IV (Bitcoin Podcast)
Bill Miller IV, an investor known for his concentrated investment strategy and an early believer in Bitcoin, shares insights on the current market dynamics and the potential of Bitcoin as an asymmetric investment. He delves into how he and his father discovered Bitcoin and discusses the implications of Elon Musk's Twitter acquisition. The conversation also contrasts Bitcoin with other cryptocurrencies, emphasizing the importance of concentrated investing and innovative strategies for navigating market volatility.
