We Study Billionaires - The Investor’s Podcast Network

The Investor's Podcast Network
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210 snips
Sep 19, 2025 • 1h 32min

TIP754: Rule Breaker Investing w/ David Gardner

David Gardner, co-founder of The Motley Fool and a renowned stock-picker, challenges traditional investing wisdom with his unique approach to Rule Breaker Investing. He discusses his contrarian decision to disregard Buffett’s principles, sharing insights from his early investment in AOL that skyrocketed. Gardner reveals the six essential traits of rule-breaking stocks and emphasizes qualitative factors over conventional metrics. He also touches on conscious capitalism and names exciting stock picks for 2025, providing a fresh perspective on long-term success in the market.
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97 snips
Sep 17, 2025 • 50min

TECH001: AI for Activists w/ Justin Moon and Shroominic (Tech Podcast)

Justin Moon, a technical advisor for the Human Rights Foundation's AI program and a leading engineer in the Bitcoin space, teams up with Shroominic to unveil how activists are using AI for storytelling and rapid responses. They share anecdotes about building websites using voice commands and the concept of 'vibe coding.' The duo discusses AI's role in countering authoritarian regimes, the foundational elements of modern AI, and how these technologies empower individuals over the state, making activism more effective and accessible.
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28 snips
Sep 14, 2025 • 1h 5min

TIP753: The Relentless Vision That Made McDonald’s a Global Giant w/ Kyle Grieve

Explore how Ray Kroc turned McDonald's from a small burger joint into a global giant. Discover the grit and salesmanship that made him unstoppable. Learn about McDonald's innovative brand strategies, including their pivot to real estate and the importance of standardization in expansion. Hear how Kroc's challenges with the McDonald brothers shaped the company's future and the inspirational lessons from Kroc and other visionary leaders. Finally, delve into the secrets behind McDonald's product innovations and enduring success in the fast-food industry.
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243 snips
Sep 12, 2025 • 1h 1min

TIP752: Financial Statements Explained Simply w/ Brian Feroldi

Brian Feroldi, founder of Long-Term Mindset, shares his expertise in analyzing financial statements. He discusses the critical components of the balance sheet, income statement, and cash flow statement, emphasizing the need for accurate accounting practices. Feroldi explains why cash compensation is preferable to stock options and highlights the pitfalls of relying on the P/E ratio for growth businesses. He also details red flags in financial statements that investors should watch for, and how ethical management plays a key role in accurate financial reporting.
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121 snips
Sep 10, 2025 • 47min

BTC251 : Tech Abundance w/ Jeff Booth

Jeff Booth, author of "The Price of Tomorrow" and a tech entrepreneur, dives into the intersection of technology and economics. He discusses the transformative impact of AI and robotics on labor and automation. The conversation highlights the importance of open-source innovation to challenge centralization. Booth emphasizes how international competition, particularly from China, shapes the tech landscape. Closing with a vision for a hopeful future, he advocates for reconnecting technology with human identity and agency.
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81 snips
Sep 7, 2025 • 1h 34min

TIP751: Mastermind Q3, 2025: Uber, Merck, and Bath & Body Works

Join stock analyst Hari Ramachandra, who brings insights from the pharma industry, and value investor Tobias Carlisle, an expert on deep value investing. They dive into the bull and bear cases for Uber, examining its market potential and regulatory risks. Hari shares why he’s optimistic about Merck, spotlighting its oncology blockbuster and upcoming challenges. Meanwhile, Toby discusses Bath & Body Works, emphasizing its strong brand loyalty amid financial pressures and competitive threats. It’s a treasure trove of investment strategies and market dynamics!
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64 snips
Sep 5, 2025 • 56min

TIP750: Generating Alpha, Digital Payments, & AI w/ Deiya Pernas

Deiya Pernas, co-founder of Pernas Research with a decade in investment, shares his keen insights into the financial world. He discusses his unique investing philosophy that has led to remarkable portfolio returns. Deiya delves into the burgeoning digital payments space, specifically why he's bullish on Remitly while downplaying Wise's competitive threat. He also highlights the crucial role AI plays in shaping future investments, drawing parallels with past technological revolutions. Join him for a captivating exploration of strategic investing!
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132 snips
Sep 3, 2025 • 52min

BTC250: Is This Bitcoin Bull Market Over w/ Tuur Demeester (Bitcoin Podcast)

Tuur Demeester, an influential investor and Bitcoiner known for his insightful research on Bitcoin and macroeconomics, dives deep into Bitcoin's 2025 outlook. He discusses how institutional investment, rather than retail, is fueling this bull cycle. Demeester highlights the risks of custodial confiscation and the Ponzi-like structure of fiat currencies. He explores Bitcoin's potential to replace gold as a monetary anchor and the transformative impacts of technology like the Lightning Network. Finally, he suggests that Bitcoin could reduce global conflicts in the long run.
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202 snips
Aug 31, 2025 • 1h 3min

TIP749: Unlocking Hidden Investing Secrets From Basic Science w/ Kyle Grieve

Discover how principles from physics and biology can transform investment strategies. Learn how relativity allows for diverse perspectives on opportunities. Explore inertia's role in identifying which businesses thrive or struggle over time. Understand how momentum builds powerful business flywheels, while leverage can either accelerate growth or pose risks. Delve into niche market advantages and the critical importance of aligning incentives to mitigate investment risks.
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86 snips
Aug 29, 2025 • 1h 3min

TIP748: The Netflix Playbook: Fewer Rules, Greater Results w/ Kyle Grieve

Discover how Netflix's groundbreaking culture outperformed Blockbuster by embracing fewer rules and greater freedom. Learn about talent density and why it's key for innovation. Find out how candor accelerates decision-making and builds trust within teams. Explore Netflix's unique feedback framework and its approach to retaining top talent through transparency. Understand why leading with context instead of control fosters lasting creativity in an ever-evolving market.

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