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
Jan 18, 2022 • 54min
Classic 03: Seth Klarman's Book - Margin of Safety
Dive into the world of value investing with insights from Seth Klarman's impactful book. Discover the stark differences between genuine investment and speculation, and critique traditional financial metrics that can mislead. Navigate the complexities of managing financial portfolios while countering market biases. Explore strategies for handling low-interest environments, emphasizing the balance between short and long-term bonds. The conversation stresses the importance of maintaining cash reserves and a value-driven approach to mitigate risks.
29 snips
Jan 16, 2022 • 1h 28min
TIP414: Investing and Life Masterclass w/ Guy Spier
Stig Brodersen welcomes Guy Spier, a revered value investor and author of "The Education of a Value Investor." They discuss harnessing envy as a motivational tool and the need to evolve beyond outdated investment beliefs. Guy shares his views on Bitcoin and how struggles in life translate to success in investing. He emphasizes the importance of authenticity and integrity, urging listeners to prioritize ethical contributions and meaningful relationships over mere financial gains.
Jan 14, 2022 • 50min
TIP413: The "Buy" List for 2022 w/ Eddy Elfenbein
Eddy Elfenbein, founder of Crossing Wall Street and portfolio manager of a successful ETF, shares his insights on investing. He reveals his curated 'buy list' of 25 stocks for 2022 and the stringent criteria for selection. Eddy discusses the emotional aspect of rebalancing portfolios and highlights companies like Aflac as potential gems. The conversation dives into current economic trends, including the paradox of low unemployment amid workforce shrinkage, and strategies for navigating market volatility with long-term investment focus.
Jan 12, 2022 • 1h 3min
BTC060: Bitcoin Tech w/ Stephan Livera (Bitcoin Podcast)
Stephan Livera, a leading voice in Bitcoin technology and advocate for Austrian economics, shares his transformative journey into the Bitcoin world. He highlights the crucial aspects many overlook about Bitcoin's technology and discusses the innovative Lightning Network. Free from censorship, he dives into regulatory challenges and the future of stablecoins on Bitcoin. Stephan also expresses concerns about potential vulnerabilities and the importance of self-custody, emphasizing Bitcoin's ability to reshape finance.
Jan 11, 2022 • 58min
Classic 02: Tony Robbins’ Book – Money, Master the Game
Dive into Tony Robbins' transformative insights on financial independence and the myths surrounding money management. The discussion highlights the key traits of billionaires and their commonalities, showcasing invaluable advice for success. Discover the importance of informed long-term investments and the misconceptions around mutual funds. The conversation also critiques gold investments versus equities, while emphasizing the role of lifelong learning in achieving wealth. Finally, explore how philanthropy can enrich both financial success and personal fulfillment.
Jan 9, 2022 • 55min
TIP412: Differences between the US and the Eurozone w/ Daniel LaCalle
In this engaging discussion, Daniel Lacalle, a Ph.D. economist and fund manager, shares his insights on the economic landscape. He delves into the differences between the US and Eurozone economies, revealing the challenges each faces. Conversations about inflation highlight distinct calculation methods and local implications. Lacalle also critiques the ESG sector, addressing greenwashing risks and lack of regulation. Plus, discover the growing role of cryptocurrencies and how they could reshape financial systems, presenting new opportunities for investors.
Jan 7, 2022 • 1h 11min
TIP411: How the Federal Reserve Broke the American Economy w/ Christopher Leonard
Christopher Leonard, an investigative journalist and author of bestselling books like "Kochland," dives into the intricacies of the American economy. He explores Charles Koch’s rise to billionaire status and his company’s controversial operating system. The conversation also delves into the Federal Reserve’s role since the 2008 financial crisis, critiquing its policies and their long-term impacts. Leonard highlights dissenting voices like Thomas Hoenig, who opposed the Fed's strategies, revealing how these decisions have contributed to economic disparities and challenges.
Jan 5, 2022 • 1h 8min
BTC059: Bitcoin is Freedom w/ Nic Carter (Bitcoin Podcast)
Nic Carter, a venture capitalist and prominent voice in the Bitcoin space, shares his insights on the fundamental health of Bitcoin amidst global economic challenges. He discusses the impact of political dynamics on digital assets, highlighting developments in Myanmar and the Chivo Wallet in El Salvador. Nic delves into the centralization of Bitcoin mining, critiques Ethereum’s evolving identity, and addresses recent comments from Jack Dorsey on Web 3.0. Additionally, he explores the implications of inflation and the shifting landscape of financial markets.
36 snips
Jan 4, 2022 • 50min
Classic 01: Ray Dalio's Book - Principles
Ray Dalio, the founder of Bridgewater Associates and author of 'Principles,' shares transformative insights into achieving personal and financial success. He discusses the delicate balance of wanting anything but not everything in life. Listeners learn about his 5-step goal-setting process and the idea that 15 uncorrelated bets can lead to investment success. Dalio emphasizes the importance of radical transparency, learning from mistakes, and fostering strong relationships for personal growth and organizational effectiveness.
19 snips
Jan 2, 2022 • 1h 44min
TIP410: The Changing World Order W/ Ray Dalio
Ray Dalio, founder of Bridgewater Associates and author of "Principles," shares his insights on the shifting global power dynamics. He warns of a potential decline for the U.S. and highlights China's rise. Dalio discusses the drawbacks of cash and bonds, advocating for diversification and the potential of Bitcoin as an inflation hedge. He emphasizes the importance of being radically truthful, shares lessons from personal loss, and underscores how meditation has bolstered his resilience. His optimistic view on evolution provides hope for navigating future challenges.
