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
Jul 21, 2021 • 1h 32min
BTC035: A Bitcoin Debate/Discussion w/ Greg Foss & David Collum (Bitcoin Podcast)
Join David Collum, a Cornell finance professor, and Greg Foss, an experienced investor, as they dive deep into the complexities of the bond market and its potential mispricing. They debate Bitcoin's role amidst inflation and future market dynamics, with Collum sharing his reservations about large investors entering Bitcoin. The duo also navigates the comparison between Bitcoin and precious metals like silver and gold, and discusses innovative solutions like the Lightning Network for faster transactions. Expect thought-provoking insights and lively exchanges!
Jul 18, 2021 • 52min
TIP362: Amazon Unbound w/ Brad Stone
Brad Stone, Senior Executive Editor for Global Technology at Bloomberg and bestselling author, shares insights on Amazon's monumental growth and failures, including the Fire Phone. He discusses the evolving leadership style of Jeff Bezos, highlighting both its strengths and weaknesses. The conversation also touches on Amazon's adaptability during the pandemic and changing consumer behaviors. Stone further reflects on the company's future challenges and its profound impact on society, particularly regarding blue-collar workers and urban economic opportunities.
Jul 16, 2021 • 1h 10min
TIP361: The Race for Space w/ Ben Claremon & Eugene Robin
Join Ben Claremon and Eugene Robin from Cove Street Capital as they dive into the intense competition in the satellite broadband field. Claremon highlights how Viasat may be undervalued compared to its rival, SpaceX's Starlink. The duo examines Viasat's robust government contracts and upcoming technologies poised to reshape connectivity, especially in underserved regions. They also discuss exciting innovations like potential Starlink integrations with Tesla. Tune in for insights on the future of space and investment strategies!
Jul 14, 2021 • 1h 11min
BTC034: Bitcoin as Legal Tender & Near-Zero Exchange Fees w/ Jack Mallers (Bitcoin Podcast)
Jack Mallers, founder and CEO of Strike, discusses his groundbreaking work in El Salvador where Bitcoin has become legal tender. He shares insights on the innovative user experience for Strike users and the push towards near-zero exchange fees for purchasing Bitcoin. Mallers explains how these low fees could disrupt existing exchanges and talks about expanding Strike's reach to other countries. The conversation highlights Bitcoin's potential for financial inclusion and transformation in traditional payment systems.
Jul 11, 2021 • 1h 2min
TIP360: Inside The Money Mind of Warren Buffett w/ Robert Hagstrom
Trey Lockerbie chats with Robert Hagstrom, Chief Investment Officer and bestselling author known for his expertise on Warren Buffett's investing strategies. They delve into the evolution of Buffett’s 'money mind,' highlighting its importance in achieving investment success. Hagstrom shares insights from his experiences alongside Bill Miller, the significance of temperament in investing, and the contrast between traditional businesses and modern network-driven enterprises. Expect revelations about effective valuation strategies and Buffett's adaptability in a dynamic investing landscape.
Jul 9, 2021 • 51min
TIP359: The Rise and Fall of Archegos and Discovery w/ Andrew Walker
Andrew Walker, a portfolio manager at Rangeley Capital with expertise in SPACs, joins for a deep dive into the complexities of investing. They discuss the allure and challenges of SPACs, highlighting Bill Ackman's innovative unicorn approach. The conversation ventures into the high-stakes merger of Discovery and Warner and the dramatic collapse of Archegos, revealing key lessons for investors navigating this volatile landscape. Andrew's insights provide a unique perspective on the intersection of media and finance, making for an enlightening listen.
Jul 7, 2021 • 1h 19min
BTC033: Important Bitcoin Considerations w/ Tuur Demeester (Bitcoin Podcast)
Tuur Demeester, founder of Adamant Capital and a Bitcoin advocate since 2012, dives into the evolving cryptocurrency landscape. He discusses why he chose to embrace privacy amid rising fame, the major shifts in Bitcoin since 2017, and the implications of China's mining regulations. Tuur contrasts Bitcoin with Ethereum's proof of stake model and explores Bitcoin's role in lending, emphasizing its stability as collateral. He also examines adoption trends and the potential for generating returns in the growing Bitcoin ecosystem, revealing insights into the future of finance.
Jul 4, 2021 • 51min
TIP358: Inflation Hedging with Farmland w/ Carter Malloy
In this engaging discussion, Carter Malloy, the CEO of AcreTrader, shares his insights into farmland investing as a powerful strategy against inflation. He highlights the $9 trillion asset class's stability, especially as demand for agricultural land grows. Malloy discusses the risks involved, including climate change disruptions and market dynamics. He emphasizes the importance of thorough research and innovative platforms that democratize farmland investment for all. The conversation is both enlightening and timely amid rising global food demands.
Jul 2, 2021 • 58min
TIP357: The New Era of Investing w/ Ross Gerber
In this engaging discussion, Ross Gerber, CEO of Gerber Kawasaki and a savvy investor known for his insights on Fintwit, dives into the evolving landscape of finance. He shares his successful Tesla trade and analyzes Nvidia's critical role in the intersection of tech and climate change. Gerber highlights the emerging opportunities in vice industries like cannabis and gambling, while also addressing how retail investors are reshaping traditional advisory methods. His background in music brings a creative flair to his investing philosophy, emphasizing flexibility and innovation.
Jun 30, 2021 • 1h 24min
BTC032: Bitcoin Mining & Entrepreneurship w/ Jason Williams (Bitcoin Podcast)
In this engaging discussion, Jason Williams, an entrepreneur and founder of PRTI, shares his journey from selling his first company for $300 million to leading innovative ventures in sustainable tire recycling and Bitcoin mining. He dives into the challenges of scaling a business nationally, the intricacies of effective leadership, and insights into Bitcoin mining operations. Jason explores China's hash rate migration, El Salvador's cryptocurrency landscape, and offers invaluable advice for budding Bitcoin enthusiasts, making a compelling case for this evolving industry.
