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
Dec 10, 2021 • 57min
TIP403: Wine Investing Gets Better With Age w/ Anthony Zhang
In this conversation, Anthony Zhang, CEO and founder of VinoVest, shares his entrepreneurial journey and insights from mentors like Peter Thiel and Mark Cuban. He discusses the unique qualities that make fine wine a valuable asset and why investors should consider adding it to their portfolios. Listeners learn about the wine auction landscape, investment strategies, and the innovative technology behind VinoVest. Anthony also offers tips on impressing your date at the wine shop, making this episode educational and fun for wine enthusiasts!
Dec 8, 2021 • 59min
BTC055: What is the Cantillon Effect w/ Sahil Bloom (Bitcoin Podcast)
Sahil Bloom, a content creator and investor noted for his engaging finance threads, dives into fascinating economic concepts. He explains the Cantillon Effect and its significant implications for wealth distribution and investing strategies. Sahil shares insights on portfolio construction in today's volatile market, emphasizing growth sectors and the stability of assets like Bitcoin. He also discusses the evolving landscape of content consumption and highlights the need for improving financial literacy through innovative proposals.
Dec 5, 2021 • 56min
TIP402: Investing Mastermind Q4 2021
Join Tobias Carlisle, founder of Acquires Fund and value investing expert, Jake Taylor from Farnam Street Investments, and Dr. Wes Gray of Alpha Architect as they delve into the world of investing. The trio discusses the implications of ESG investing on capital costs and ethical considerations. They also explore the shift of international investments, emphasizing diversification beyond U.S. markets. Additionally, they touch on timeless investment principles and strategies for maintaining value investing amidst market fluctuations. Tune in for a rich exchange of insights!
Dec 3, 2021 • 1h 5min
TIP401: The Most Important Company Is Going Public w/ Chris DeMuth Jr.
Chris DeMuth Jr., founder of Rangeley Capital and SPAC investment expert, dives into the transformative SPAC merger between DMY Technologies and Planet Labs. He discusses how a diverse SPAC portfolio can be a safe harbor for cash and the vital role of Private Investments in Public Equity (PIPEs). The potential of Planet Labs is highlighted as it aims to revolutionize earth imaging through satellite technology, promising exciting financial implications for investors. DeMuth's insights also reveal the current SPAC landscape's unique opportunities for savvy investors.
Dec 1, 2021 • 1h 20min
BTC054: A Sovereign Bitcoin Bond in El Salvador w/ Adam Back & Samson Mow (Bitcoin Podcast)
Adam Back, a pioneer in Bitcoin development, and Samson Mow, a key player in the El Salvador Bitcoin bond initiative, delve into the groundbreaking Bitcoin bond in El Salvador. They discuss how the bond ties to citizenship and offers unique investment perks. Listeners will learn about expected returns, regulation challenges, and why this bond might appeal over direct Bitcoin ownership. They also explore the ambitious Bitcoin City project and the innovative financial landscape shaping El Salvador's economy.
Nov 28, 2021 • 52min
TIP400: Mastermind Q4 2021
Tobias Carlisle, a seasoned value investor and portfolio manager, and Hari Ramachandra, a tech-savvy investor and blogger, dive into the intricacies of the stock market. Carlisle shares his optimism about undervalued stocks like Lockheed Martin and discusses the pitfalls of angel investing. Ramachandra champions Verizon’s potential amidst the tech surge, emphasizing the importance of a balanced investment approach, while they both dissect GoDaddy's unique position in the tech landscape. Get ready for insights that blend finance with strategy!
Nov 26, 2021 • 1h 4min
TIP399: The Real Life Tony Stark w/ Josh Wolfe
Join Josh Wolfe, Managing Partner of Lux Capital and dubbed the real-life Tony Stark, as he explores futuristic technologies and investment opportunities. He discusses his experiences alongside Bill Gates and delves into the future of nuclear energy and the significance of space manufacturing. Wolfe also shares insights on 3D printing, quantum computing, and the evolving landscape of virtual reality, weighing what’s genuinely innovative versus overhyped. Get ready to glimpse a world shaped by cutting-edge science and technology!
Nov 24, 2021 • 1h 24min
BTC053: Bitcoin Derivatives & On-Chain Data with Will Clemente & Dylan LeClair (Bitcoin Podcast)
Will Clemente, a savvy Bitcoin on-chain analyst, and Dylan LeClair, a Bitcoin Magazine writer focused on derivatives, dive deep into the intricacies of Bitcoin. They explore how young enthusiasts are harnessing technology to master crypto quickly. The duo discusses the role of derivatives in Bitcoin's price volatility, insights into market trends, and the behavior of short versus long-term holders. They also tackle misunderstood aspects of on-chain data that can indicate market tops. Their engaging dialogue emphasizes community and learning in navigating the crypto landscape.
18 snips
Nov 21, 2021 • 1h 45min
TIP398: Wisdom from the Greatest Investors w/ William Green
Join William Green, author of "Richer, Wiser, Happier," as he shares invaluable lessons from legendary investors. He reveals which of Charlie Munger's recommended books stands out, and discusses the importance of having an inner scorecard. Green debates concentration versus diversification in investing, considering how Buffett and Munger’s legacy will endure. He also introduces Matthew McLennan, an impressive investor with a unique background, and emphasizes the need to align investments with personal values for a fulfilling financial future.
Nov 19, 2021 • 1h 2min
TIP397: The Dollar Milkshake Theory Update w/ Brent Johnson
Brent Johnson, Founder of Santiago Capital, is known for his provocative Dollar Milkshake Theory, which posits that the dollar could strengthen during a currency crisis. He discusses how this theory has evolved since COVID-19, the significance of supply shocks on the dollar, and provides a watch range for the DXY. The conversation also dives into the performance of Bitcoin and other assets amid changing monetary policies, and the implications of potential financial resets and geopolitical dynamics on investments.
