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
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.
Dec 31, 2021 • 1h 12min
TIP409: 2021 Top Takeaways
Howard Marks, a renowned value investor and founder of Oaktree Capital, discusses the intricacies of price and valuation in the current market. Jeremy Grantham, known for his contrarian views, analyzes the Federal Reserve's role and market bubbles. Morgan Housel shares insights on hyperinflation and its implications, while Jim Collins emphasizes the importance of strong management teams in navigating business challenges. Together, they unravel the complex dynamics of inflation, investment risk, and high-growth companies.
Dec 29, 2021 • 50min
BTC058: Bitcoin Real Estate Loans w/ Mauricio Bartolomeo & Adam Reeds (Bitcoin Podcast)
Mauricio Bartolomeo, co-founder of Ledn and a Bitcoin expert shaped by hyperinflation in Venezuela, joins Adam Reeds, who brings energy sector expertise to Bitcoin finance. They discuss the innovative concept of Bitcoin-backed loans for real estate, enabling borrowers to leverage their crypto without selling. The duo explores the advantages of USDC versus Tether, the growing market for real estate mortgages backed by Bitcoin, and essential custody mechanics. Their insights highlight the intersection of cryptocurrency, finance, and property investment.
Dec 26, 2021 • 51min
TIP408: A Deep Dive into Terran Orbital w/ Marc Bell
Marc Bell, the Chairman, CEO, and Co-Founder of Terran Orbital, discusses navigating the competitive Earth observation market. He shares insights into the groundbreaking CubeSat initiative and improvements in satellite technology. The conversation explores Terran's impressive $9 billion in government contracts and their strategic move to go public through a SPAC merger. Bell emphasizes the advantages of larger satellites and the future of satellite manufacturing while providing perspectives on the evolving landscape of space investments.
Dec 24, 2021 • 1h 1min
TIP407: The Evolution of Quant Investing w/ Jonathan Briggs, Ph.D.
Jonathan Briggs, CIO of Delphia and expert in quantitative investing, shares insights from his extensive research in the field. He discusses the basics of quant investing and the recent 'Quant Winter' phenomenon, where commoditization has impacted strategies. Briggs emphasizes the growing role of machine learning in developing investment techniques and critiques traditional approaches. With decades of experience, he introduces his economic framework, providing a fresh perspective on the interplay between data-driven strategies and market dynamics.
Dec 22, 2021 • 1h 2min
BTC057: How Fiat Works w/ Dr. Saifedean Ammous (Bitcoin Podcast)
Dr. Saifedean Ammous, author of 'The Bitcoin Standard' and 'The Fiat Standard,' dives deep into the intricacies of fiat currency and its impact on our economy. He highlights the four key elements of the fiat system and how it distorts value and incentives in areas like food and academia. Saifedean discusses the shadow banking system and the role of the IMF, revealing how fiat complicates economic calculations. With keen insights, he critiques the inefficiencies of fiat and explores how Bitcoin might reshape the financial landscape.
Dec 19, 2021 • 1h
TIP406: Finding Hidden Treasure w/ Thomas Braziel
Thomas Braziel, a special situations investor renowned for his distinctive methods, takes us on a treasure hunt of undervalued opportunities. He shares how he transformed $7K into over $1M by uncovering a key detail in a penny stock. The conversation dives into investing in bankruptcies, and his impressive 40X return from claims tied to the Mt. Gox crypto exchange. Braziel emphasizes the importance of networking and strategic insights while navigating distressed assets. Prepare to be inspired by his unconventional approach!
Dec 17, 2021 • 56min
TIP405: The Future of Fintech w/ Ryan Caldbeck
Ryan Caldbeck, Founder and Chairman of CircleUp, shares insights from his journey in fintech. He discusses the challenges of crowdfunding and the hidden misalignments of incentives that investors face. Leadership lessons learned from Coach K emphasize effective team dynamics. Caldbeck delves into the transformative potential of Bitcoin and Web3, highlighting how these innovations can reshape personal finance and investment strategies. He also warns of the investor knowledge gaps and stresses the importance of aligning interests for successful funding relationships.
Dec 15, 2021 • 57min
BTC056: Bitcoin Fear, Uncertainty, & Doubt (FUD) w/ Dan Held (Bitcoin Podcast)
Dan Held, a leading voice in the Bitcoin community, explores the intricate dynamics of cryptocurrency. He dives into Bitcoin's intrinsic value versus fiat currencies and addresses the energy consumption criticisms. The discussion examines Bitcoin's perceived volatility and the ongoing regulatory challenges. Held also covers the Lightning Network's potential and explains why Bitcoin prevails over altcoins. With insights into the psychology of trust in financial systems, this conversation offers a captivating look at the future of Bitcoin.
4 snips
Dec 12, 2021 • 1h 13min
TIP404: The Untold History of Money w/ Joe Brown
Join financial expert Joe Brown, known for his engaging YouTube channel, as he dives into the captivating history of money and how we got to today's economic landscape. Explore the Federal Reserve's potential strategies during a debt default and uncover insights on the current labor shortage. Brown discusses the often-misunderstood velocity of money and its implications for inflation. Get ready to rethink central bank digital currencies and their role in economic control, all while enjoying a lively exchange of ideas!
