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
Jun 27, 2021 • 1h
TIP356: Investing Mastermind Q2 2021
Tobias Carlisle, founder of Acquirer's Fund, discusses the dynamics of value investing cycles. Jake Taylor from Farnam Street Investments shares his approach to crafting a free MBA curriculum and navigating market downturns. Dr. Wes Gray, founder of Alpha Architect, emphasizes the tax advantages of ETF investing. They also touch on the undervaluation of Franklin Covey and the psychological aspects of investing, providing insights into maintaining discipline in volatile markets while managing risk effectively.
Jun 23, 2021 • 1h 1min
BTC031: Investments in Bitcoin Tech w/ Alyse Killeen (Bitcoin Podcast)
Alyse Killeen, a venture capitalist specializing in Bitcoin, shares her journey into the world of cryptocurrency. She discusses the key traits she seeks in Bitcoin companies and provides insights into current boardroom conversations. The future of decentralized finance and smart contracts captivates her, as she predicts significant evolution in the Lightning Network and stablecoins. Alyse also expresses her views on El Salvador's Bitcoin initiatives and advises U.S. policymakers on embracing the technology for economic growth.
Jun 22, 2021 • 52min
TIP355: Why Facebook Is A Value Stock w/ Bill Nygren & Mike Nicolas
Bill Nygren and Mike Nicolas, portfolio managers at Oakmark Funds, dive deep into the surprising potential of Facebook as a value stock. They discuss its asset-light business model and strong cash flow, highlighting its significant growth prospects despite current market skepticism. The duo also reflects on the resilience of Bank of America and explains how traditional metrics might undervalue tech giants. With insights into Facebook's long-term strategies and challenges, they encourage a reevaluation of investment approaches in the evolving tech landscape.
54 snips
Jun 20, 2021 • 53min
TIP354: Building Berkshire 2.0 w/ Chamath Palihapitiya
Chamath Palihapitiya, founder and CEO of Social Capital, discusses his journey to becoming a billionaire by age 32 and his insights into Warren Buffett's investment strategies. He shares lessons from his immigrant experience and the importance of mentorship. Chamath dives into data-driven investing, the complexities of value investing, and his reflections on the SPAC landscape. With a commitment to authenticity, he also opens up about stepping back from the limelight and his focus on tackling climate change and inequality.
10 snips
Jun 16, 2021 • 1h 6min
BTC030: Bitcoin Security and Self Custody w/ Nick Neuman (Bitcoin Podcast)
Nick Neuman, a security and technical expert at Casa specializing in Bitcoin self-custody solutions, shares invaluable insights into Bitcoin security. He explains the crucial differences between public and private keys, and why multi-signature solutions are essential for safeguarding assets. Neuman also discusses the importance of secure seed storage and the risks linked to improperly purchasing hardware wallets. Additionally, he emphasizes the benefits of the Taproot upgrade for privacy and how operating a full Bitcoin node can enhance network integrity.
Jun 13, 2021 • 1h 12min
TIP353: The Best Performing Asset Is Not Bitcoin w/ Marin Katusa
Marin Katusa, a New York Times best-selling author and contrarian value investor, dives into the dynamics of gold, uranium, and carbon credits. He emphasizes the rising significance of carbon credits as the best-performing asset class over the past three years, potentially worth over $16 trillion. Katusa discusses uranium's unique investment opportunities amidst increasing demand for nuclear energy and reflects on the U.S. economy's promising future despite current challenges. With insights into the evolving market landscapes, he presents a compelling investment perspective.
Jun 9, 2021 • 1h 7min
BTC029: Jack Dorsey's Involvement in Bitcoin & Jack Maller's El Salvador Announcement W/ Alex Gladstein (Bitcoin Podcast)
Join Alex Gladstein, Chief Strategy Officer at the Human Rights Foundation, as he dives into critical discussions around Bitcoin and its revolutionary potential. He shares insights on Jack Dorsey’s bullish stance on Bitcoin and reveals surprising moments from his interview with the tech billionaire. Discover why El Salvador's decision to adopt Bitcoin as legal tender is a game-changer, the implications for the petrodollar system, and the role of Bitcoin in promoting financial freedom and human rights globally.
Jun 6, 2021 • 1h 13min
TIP352: Mastermind Q2 2021
Tobias Carlisle, a value investor and portfolio manager, joins Hari Ramachandra, a savvy technology investor, for a riveting discussion on market insights. They debate the merits of investing in gold miners amid inflation concerns and analyze the contrasting stances on Splunk Technologies. The duo dives into the explosive growth of social commerce and its implications for traditional e-commerce giants like Pinduoduo, highlighting how consumer habits differ globally. Their friendly rivalry leads to invaluable investment strategies and predictions for the tech landscape.
Jun 2, 2021 • 1h 30min
BTC028: Bitcoin Update w/ Plan B & Dr. Adam Back (Bitcoin Podcast)
Plan B, a leading voice in on-chain Bitcoin analytics, teams up with Dr. Adam Back, founder of Blockstream, in this enlightening discussion. They explore the impact of Bitcoin's volatility on the global economy and delve into recent market dynamics, including mining shifts from China and the role of derivatives. The duo contrasts Proof of Work with Proof of Stake and evaluates the investment behaviors of institutions. They also discuss the potential for Bitcoin's resilience and its implications for personal wealth management.
49 snips
May 30, 2021 • 1h 12min
TIP351: The Psychology of Money w/ Morgan Housel
Morgan Housel, a partner at Collaborative Fund and author of the bestseller 'The Psychology of Money,' joins to explore the complexities of investing. He discusses how time trumps immediate returns and why success can lead to complacency. Housel emphasizes the intertwined nature of risk and luck in financial decisions, urging investors to adopt patience and avoid the anxiety of chasing trends. He highlights that emotional management is key to successful investing and advocates for a disciplined, simple approach over complex strategies.
