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
9 snips
Aug 13, 2021 • 55min
TIP369: How Exceptional People Think w/ Polina Pompliano
In a thought-provoking discussion, Polina Pompliano, founder of The Profile newsletter, shares insights from her interviews with the world’s most successful individuals. She delves into five mental models that underpin achievement across fields. Polina also introduces the 'maker vs manager' schedule, enhancing productivity for creativity. Listeners learn about psychological tactics like third-person self-talk to improve confidence and the value of embracing discomfort in personal growth. A fascinating exploration of mindset and resilience awaits!
Aug 11, 2021 • 1h 29min
BTC038: Bitcoin Legislature, Regulation, & Legal w/ Joe Carlasare and Jason Brett (Bitcoin Podcast)
Joe Carlasare, an expert in Bitcoin legislation, and Jason Brett, a digital asset lobbyist, delve into the intricacies of the U.S. infrastructure bill and its unexpected ties to digital assets. They discuss the problematic language of the bill, the variety of proposed amendments, and the evolving views of lawmakers on cryptocurrency. The conversation touches on regulatory bodies like the SEC and CFTC, and explores how these regulations could bullishly or bearishly impact Bitcoin's future. Their insights are both eye-opening and essential for anyone interested in crypto legislation.
Aug 8, 2021 • 59min
TIP368: The Best Opportunities in CRE w/ Ian Formigle
In this enlightening discussion, Ian Formigle, Chief Investment Officer of Crowdstreet, shares his expertise on the commercial real estate (CRE) landscape post-COVID-19. He highlights how demographic shifts, particularly the aging baby boomer population, are creating new investment opportunities. Ian also explores the impact of remote work on housing markets and the growing influence of technology and climate considerations in investment strategies. With insights on emerging markets and innovative trends, this conversation is invaluable for anyone interested in real estate investments.
18 snips
Aug 6, 2021 • 57min
TIP367: The Current Macro Landscape w/ Luke Gromen
In this thoughtful discussion, Luke Gromen, a macroeconomic expert, shares his insights on quantitative easing and its implications for the economy. He delves into the concept of peak cheap oil and its impact on the growing electric vehicle market. Gromen also examines gold's evolving role as a potential reserve asset amid shifting market dynamics. The conversation offers a fascinating look at how current financial policies interact with energy trends and emerging technologies.
Aug 4, 2021 • 1h 44min
BTC037: Tech Entrepreneur To Bitcoin Investor w/ Jay Gould (Bitcoin Podcast)
Jay Gould, a tech entrepreneur and Bitcoin investor known for founding successful platforms like Music Video Codes and Yashi, shares his fascinating journey. He discusses the replicable aspects of entrepreneurship, the challenges of legal battles in the tech world, and the complexities of negotiating with billionaires like Mark Cuban. Gould delves into his Bitcoin story and expresses concerns about its adoption speed, while also reflecting on Elon Musk's influence in the space, making for a compelling exploration of technology and finance.
Aug 1, 2021 • 41min
TIP366: Billion Dollar Loser w/ Reeves Wiedeman
Join Reeves Wiedeman, author of "Billion Dollar Loser," as he unpacks the dramatic story of WeWork and its controversial co-founder Adam Neumann. Discover how WeWork began, the wild idea of hiring a 16-year-old IT director, and how Softbank made a massive $4.4B investment on a napkin. Wiedeman analyzes whether Neumann was a visionary or a con artist and reveals the astonishing drop from a $96B valuation to near collapse. Dive into leadership missteps and the eventual ousting of Neumann—it's a captivating tale of ambition gone awry.
5 snips
Jul 30, 2021 • 1h 9min
TIP365: Has Inflation Peaked? w/ Richard Duncan
Trey Lockerbie chats with Richard Duncan, a global macroeconomist and author known for his insights on economics and credit growth. They delve into the potentially fading influence of capitalism and the crucial role of credit in economic expansion. Duncan discusses whether inflation has peaked and explores the delicate balance between government debt and interest rates. Listeners will gain fascinating perspectives on navigating current economic challenges, historical shifts in monetary policy, and the urgent need for strategic investments in future technologies.
Jul 28, 2021 • 1h 1min
BTC036: Bitcoin Mining Update w/ Harry Sudock (Bitcoin Podcast)
Harry Sudock, a Bitcoin mining expert, shares his valuable insights into the evolving landscape of Bitcoin mining. He discusses the importance of balance sheets in the industry and the significant hardware migration out of China. Harry dives into the relationship between hash rates and Bitcoin prices, while also emphasizing the role of geothermal energy in mining efficiency. He explores regulatory challenges and strategies for convincing grid operators to embrace mining, revealing where the best locations for mining might be.
Jul 25, 2021 • 1h 5min
TIP364: How to Invest in Alternative Assets w/ Michael Weisz
Michael Weisz, founder and president of Yieldstreet, shares his insights on diversifying investments into alternative asset classes. He explains how Yieldstreet has broken down barriers, giving retail investors access to previously inaccessible opportunities. The conversation highlights innovative strategies in sectors like legal finance and aviation. Listeners learn about the evolving landscape of commercial real estate and the importance of adapting investment strategies amidst changing market dynamics. Weisz also touches on the future of digital investing and the potential of crypto.
Jul 23, 2021 • 1h 1min
TIP363: The Game of Investing w/ Bing Gordon
Bing Gordon, a legendary figure in Silicon Valley and co-founder of Electronic Arts, joins the discussion. He shares insights on the gaming industry's evolution and what shaped his time at EA. Bing reflects on his experience on Amazon's board, emphasizing the importance of fostering founder protection for great investments. He dives into the dynamics of leadership at Amazon and the power of digital assets like NFTs, linking them to childhood collecting. His thoughts on the investor-founder relationship highlight the need for supportive collaboration in achieving long-term success.
