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
Nov 17, 2021 • 1h 12min
BTC052: A Hyper-Bitcoinized World w/ Jeff Booth (Bitcoin Podcast)
In this lively discussion, Jeff Booth, bestselling author and tech innovator, delves into the potential for a Bitcoin standard to reshape our economic landscape. He explores the implications of central banks' policies amidst liquidity crises and envisions a future with diminished debt. The conversation also touches on the evolving roles of Bitcoin in businesses and how financial literacy could empower communities. Booth predicts significant changes in equity valuations and discusses the potential unification of the world under Bitcoin.
6 snips
Nov 14, 2021 • 58min
TIP396: China and the Macro Impact w/ Kyle Bass
Kyle Bass, founder of Hayman Capital Management and known for his foresight in the 2008 financial crisis, dives into the complex world of macroeconomic investing. He discusses alarming trends in China’s economy, including concerns over real estate and demographics. Bass advocates for farmland investments as a hedge against inflation and explores the implications of China’s new central bank digital currency. He also critiques Bitcoin amidst regulatory challenges and highlights the potential spike in oil and natural gas prices.
Nov 12, 2021 • 46min
TIP395: Option Strategies and Building a Billion Dollar Business w/ Tom Sosnoff
Tom Sosnoff, co-founder of the successful trading platform Thinkorswim and founder of Tastytrade, shares his billion-dollar entrepreneurial journey. He discusses how to leverage high implied volatility in trading, layering options on top of buy-and-hold strategies for income generation, and the optimal timing for buying and selling options. Tom also reflects on the influx of new traders entering the market and emphasizes the importance of risk-taking and authenticity in entrepreneurship.
11 snips
Nov 10, 2021 • 1h 43min
BTC051: Bitcoin & Why the Bond Market Is Such a Big Deal w/ Greg Foss and Guy Swann (Bitcoin Podcast)
In this discussion, Greg Foss, a seasoned fixed income trader, and Guy Swann, a Bitcoin influencer since 2011, dive into the bond market's impact on Bitcoin and finance. They explore how pop culture is shaping Bitcoin's acceptance and discuss the complexities of US Treasuries in inflationary times. With insights on personal mortgage management, risk tolerance across generations, and the potential for future financial crises, they advocate for Bitcoin as a safeguard against economic instability. Their engaging banter highlights the urgency of adapting financial strategies for the evolving landscape.
10 snips
Nov 7, 2021 • 1h 8min
TIP394: How to invest in ETFs w/ Cullen Roche
Cullen Roche, investment expert and CIO of Disciplined Funds, returns to share his ETF investing wisdom. He explains why there's no such thing as truly passive investing, detailing the mechanics of ETFs and their tax advantages. Cullen emphasizes the importance of selecting an appropriate ETF strategy tailored to personal goals and discusses the risks of solely relying on backtesting. He also covers the nuances of ETF costs and the implications of interest rates on investing, offering insights for both retail and institutional investors.
Nov 5, 2021 • 59min
TIP393: Fundamentals for Private Deals W/ Brent Beshore
Brent Beshore, CEO of Permanent Equity, joins to share his journey of acquiring small to mid-size companies with a focus on long-term value. He discusses key lessons from notable figures like Warren Buffett and Charlie Munger, emphasizing the importance of empathy in leadership. Brent dives into the intricacies of capital allocation, cultural integration during acquisitions, and fostering autonomy within teams. His insights on aligning interests in private equity and navigating due diligence shed light on sustainable growth strategies in the private market.
Nov 3, 2021 • 1h 23min
BTC050: Bitcoin Policy, Fundamentals, & Impact w/ CJ Wilson & Jimmy Song (Bitcoin Podcast)
CJ Wilson, a former MLB player turned Bitcoin advocate, and Jimmy Song, a Bitcoin educator and author, dive deep into the intersection of baseball, advocacy, and cryptocurrency. They discuss the importance of educating Congress about Bitcoin and the varying perspectives of politicians on the topic. The duo highlights the significance of user control in Bitcoin governance, common misconceptions around blockchain, and the rise of dollar-cost averaging as a sensible investment strategy. Listeners will gain insights into Bitcoin's transformative potential and the future of finance.
Oct 31, 2021 • 59min
TIP392: Frameworks for Building Billion Dollar Brands w/ Kat Cole
Trey Lockerbie chats with Kat Cole, former President and COO of Focus Brands, known for her impressive turnaround at Cinnabon during the recession. She shares her remarkable journey from waitress to VP, emphasizing personal initiative and hands-on experience in the food industry. They dive into the importance of community in brand building and how brands can create emotional connections with consumers. Kat also discusses innovative strategies for evolving brand identity and the impact of NFTs in fostering community and engagement.
Oct 27, 2021 • 1h 3min
BTC049: Willy Woo & Bitcoin On-Chain Data Analysis (Bitcoin Podcast)
Willy Woo, a renowned Bitcoin analyst celebrated for his on-chain data insights, joins the discussion. He delves into the super-cycle theory and its relevance to Bitcoin's future. The conversation touches on the significance of the Realized Market Cap and how it offers a clearer view of Bitcoin's value. Willy also explores the dynamics between short-term traders and long-term hodlers, discussing their distinct impacts on price movements. Additionally, he reveals his favorite chart and analyzes the reasons behind the summer consolidation.
Oct 24, 2021 • 58min
TIP390: Quantitative Investing Tactics w/ Michael Gayed
Trey Lockerbie chats with Michael Gayed, a Portfolio Manager at Toroso Asset Management and award-winning author of the Lead Lag Report. They dive into fascinating quantitative investing tactics, discussing when to appropriately use leverage and its relationship with market volatility. Gayed highlights the intriguing correlation between gold and lumber as market indicators. He also shares insights on employing a tactical rotation strategy to potentially outperform the market, emphasizing the importance of data-driven decisions.
