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
Apr 15, 2022 • 53min
TIP439: How to Buy Stocks During A Crisis w/ Nick Maggiulli
In this discussion, Nick Maggiulli, COO at Ritholtz Wealth Management and author of 'Just Keep Buying', dives into the reality of investing during economic downturns. He challenges common financial wisdom, suggesting you might not want to max out your 401k or try to 'buy the dip'. Instead, he emphasizes the strength of bonds in today’s market. Nick also explores why stock picking might not be the best strategy and shares insights on feelings of wealth—hinting that getting rich doesn't always equate to feeling rich.
Apr 13, 2022 • 1h 7min
BTC073: Bitcoin Policy Considerations w/ Jason Brett (Bitcoin Podcast)
Jason Brett, an expert on Bitcoin policy and regulation, shares his insights on the implications of government actions for the cryptocurrency landscape. He discusses the recent executive order from the White House and its potential impact on Bitcoin, including systemic risks and illicit transactions. Brett also explains the significance of Central Bank Digital Currencies (CBDCs) and the anticipated legislation from Senators Gillibrand and Lumis. Tune in to explore how regulatory measures could shape Bitcoin's future in global finance.
37 snips
Apr 12, 2022 • 2h 3min
RWH004: Intelligent Investing w/ Jason Zweig
Jason Zweig, a celebrated financial writer and expert on Benjamin Graham's principles, shares profound insights into investing. He emphasizes the need for self-control and the fact that luck plays a crucial role in success. Zweig reveals his perspective on disruptive technologies like Bitcoin and the moral dilemmas faced by financial journalists. He discusses the essential traits of humility and skepticism investors should cultivate while navigating a landscape filled with misinformation. He also muses on the real connection between money and happiness.
Apr 10, 2022 • 1h 32min
TIP438: Berkshire Hathaway Masterclass w/ Chris Bloomstran
Chris Bloomstran, a legendary investor from Semper Augustus, shares his expertise in valuing Berkshire Hathaway. He discusses the current valuation trends of the S&P 500 and the impact of major tech stocks on market returns. Bloomstran analyzes Berkshire's strategic acquisitions, like Alleghany, and the insights from Warren Buffett's recent letters. He also explores how inflation and interest rate hikes affect Berkshire's operations, while emphasizing the importance of understanding intrinsic value and long-term investment strategies.
7 snips
Apr 8, 2022 • 56min
TIP437: Why Does The Stock Market Go Up? w/ Brian Feroldi
In this enlightening conversation, financial educator Brian Feroldi, a writer for The Motley Fool, breaks down concepts from his book, 'Why Does the Stock Market Go Up?'. He explains the power of compounding and the significance of stock market indices like the S&P 500 and NASDAQ. Feroldi discusses why the stock market tends to rise over time and dives into valuation metrics, including the P/E ratio. He also shares fascinating insights on the origins of the 401k, making complex financial concepts accessible and engaging.
Apr 6, 2022 • 1h 12min
BTC072: Macro Overview w/ Lawrence Lepard (Bitcoin Podcast)
Lawrence Lepard, a macroeconomic expert and Bitcoin enthusiast, discusses surprising market indicators and the implications of current global events. He predicts the future of gold if it can't rally in today's environment and delves into the battle of deflation versus inflation. Lepard also examines the potential shifts in investment strategies, emphasizing the importance of Bitcoin alongside commodities. Additionally, he highlights regulatory challenges for Bitcoin and the need for innovative retirement solutions, advocating for a reevaluation of monetary policies.
Apr 5, 2022 • 44min
Classic 11: Warren Buffett’s Biography
Explore the early entrepreneurial spirit of Warren Buffett, who was analyzing financial statements as a kid. Discover how his unique experiences, like collecting receipts at a steakhouse, shaped his investment strategies. Learn why he values management consistency in his acquisitions and the unconventional way he selected a CEO for Salomon Brothers. Delve into Buffett's distinctive investment philosophy that prioritizes trust and customer satisfaction, and find out how to generate stock ideas using community insights and networks.
Apr 3, 2022 • 59min
TIP436: Is the Buffett Partnership Strategy Still Applicable Today? W/ Zack Oliva
In this conversation, Zack Oliva, an attorney and lifelong investor running a 30-person law practice in Houston, shares insights on applying Warren Buffett's 1950s partnership strategies today. They discuss the intricacies of Buffett's early methodology and the relevance of 'net-nets' in a modern context. Zack emphasizes the importance of developing one's unique investment style while mastering foundational principles. He also explores the art of value investing, individual accountability, and the need for patience and mindset in achieving long-term success.
5 snips
Apr 1, 2022 • 1h
TIP435: Why the Youngest Billionaire Walked Away from Wall Street w/ John Arnold & Michael Faye
In this engaging discussion, billionaire philanthropist John Arnold, a former head of Enron’s natural gas trading desk, and Michael Faye, co-founder of GiveDirectly, share their transformative journeys. They delve into the emotional toll of Wall Street, Arnold’s pivot from trading to philanthropy, and how cash transfers can revolutionize poverty alleviation. Faye explains the importance of direct assistance, highlighting the immediate impact of their work. Together, they illuminate innovative strategies to rethink philanthropic efforts and address global challenges.
Mar 30, 2022 • 1h 22min
BTC071: How Fiat Blinds Bitcoin's Importance w/ Alex Gladstein (Bitcoin Podcast)
In this engaging discussion, Alex Gladstein, Chief Strategy Officer at the Human Rights Foundation, explores Bitcoin's profound humanitarian implications. He reveals how financial privilege can obscure the true impact of Bitcoin, particularly in contexts like El Salvador. Gladstein also shares insights from his new book and reflects on the cypherpunk movement's significance in Bitcoin's origins. The conversation highlights Bitcoin’s potential as a tool for empowerment in oppressive regimes and its transformative role in the global financial landscape.
