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
Feb 22, 2022 • 1h 1min
Classic 08: Jim Collins' book - How The Mighty Fall
Explore the five distinct stages of corporate decline and what leads to failure in even the mightiest companies. Discover why successful management should prioritize humility over arrogance. Key financial ratios that predict a company's fall are unveiled, alongside lessons on how firms can recover from distress. The discussion also touches on the future of cryptocurrencies in light of the U.S. Dollar's dominance and the evolving dynamics of Bitcoin trading, making it a must-listen for anyone interested in investing strategies.
4 snips
Feb 20, 2022 • 1h 12min
TIP424: How to Finance The Next American Century w/ Richard Duncan
In this engaging discussion, macro-economist Richard Duncan, author of 'The Money Revolution,' shares insights on the evolving economy. Richard tackles globalization's role in wage inflation and supply chain disruptions. He explains how the Fed profits and argues that the Treasury should play a more pivotal role in future economic planning. His ambitious proposal for a $10 trillion investment program aims to secure the U.S.'s economic dominance without burdening taxpayers. Tune in for thought-provoking ideas on financial strategy and national competitiveness!
Feb 18, 2022 • 1h 15min
TIP423: Real Estate Update w/ Ian Formigle
Ian Formigle, Chief Investment Officer at CrowdStreet and commercial real estate guru, shares riveting insights on the market's evolution since 2021. He discusses impactful trends driving top-performing markets and the effects of labor and supply shortages. Ian highlights inflation’s role in shaping investment strategies and identifies lucrative niche asset classes. The conversation also touches on the major migration trends in the U.S., particularly the exodus from states like California, signaling shifts that could redefine real estate opportunities.
Feb 16, 2022 • 1h 9min
BTC065: What does the BIS, IMF, & World Bank even do w/ Sam Callahan (Bitcoin Podcast)
Sam Callahan, an expert on global financial organizations, breaks down the complexities of the Bank for International Settlements (BIS), International Monetary Fund (IMF), and World Bank (WB). He explains the historical context and funding mechanisms of these entities, questioning their continued relevance. The conversation shifts to Bitcoin's potential to empower nations and disrupt traditional financial dependencies. Callahan also discusses how countries like El Salvador are using Bitcoin for independence, and the evolving relationship between Bitcoin and central bank digital currencies.
Feb 15, 2022 • 47min
Classic 07: Billionaire Tony Hsieh's Book - Delivering Happiness
Discover how Tony Hsieh transformed customer service into a strategic advantage at Zappos, emphasizing care and corporate culture. Learn about the importance of hiring for culture over qualifications and why every organization should craft a culture book. Delve into the unexpected emotions encountered during significant career moves, and explore the true essence of happiness beyond material wealth, highlighting strong relationships and the joy of giving.
Feb 13, 2022 • 1h 3min
TIP422: Frontier Market Investing w/ Maciej Wojtal
Maciej Wojtal, an expert in frontier market investing, dives into the tantalizing prospects of Iran's stock market. He highlights equities trading at incredibly low P/E ratios and impressive dividend yields. The discussion navigates the complexities of sanctions, yet emphasizes Iran's economic potential and resilience compared to established markets like the S&P 500. Wojtal argues that now may be the time for investors to seize opportunities in this undervalued market, showcasing the landscape of diverse opportunities amid geopolitical challenges.
15 snips
Feb 11, 2022 • 1h 5min
TIP421: Expectations Investing w/ Michael Mauboussin
Michael Mauboussin, the Head of Consilient Research at Counterpoint Global and an adjunct professor at Columbia, shares insights from his extensive career in investing. He discusses the transformative influence of the Santa Fe Institute on his approach to investing and introduces the three steps of Expectations Investing. The conversation delves into the complexities of intangible assets, the ethics of share buybacks, and how to assess a company's competitive moat. Listeners gain a real-time look at updating investment strategies in an evolving market.
Feb 9, 2022 • 56min
BTC064: Bitcoin and Fidelity's Director of Global Macro Jurrien Timmer (Bitcoin Podcast)
Mentorship plays a pivotal role in the investment world, shedding light on how past experiences shape current strategies. The discussion weaves through critical market dynamics, exploring the Federal Reserve's potential rate hikes and implications on growth. Fidelity's early embrace of Bitcoin is examined, highlighting its unique position compared to other digital assets. The conversation also critiques Bitcoin's valuation models, underscoring supply versus demand, while innovative solutions like Bitcoin IRAs and real estate accessibility are introduced.
Feb 8, 2022 • 47min
Classic 06: Elon Musk
Explore the remarkable journey of Elon Musk, from his childhood influences to becoming a tech visionary. Discover how his ambitious visions drive innovations in electric vehicles and space exploration. The discussion also reveals insights into stock allocation strategies for retirement accounts. Get a peek into the challenges Musk faced and the audacity behind his ventures. The hosts further engage listeners with literary insights, making Musk's extraordinary life both relatable and inspiring.
7 snips
Feb 6, 2022 • 1h 2min
TIP420: Inflation Update and the recent FOMC Meeting w/ Cullen Roche
Cullen Roche, a contrarian investor renowned for his first principles thinking, shares captivating insights on the current economic climate. He argues that inflation may have peaked and suggests recession risks are low. Cullen discusses the enduring appeal of bonds amidst high inflation and explores the complexities of the financial market. Additionally, he highlights the benefits of diversifying with low-cost index products and dives into the intricacies of I bonds as a hedge against inflation. A thought-provoking conversation for savvy investors!
