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
May 26, 2021 • 1h 4min
BTC027: The Bitcoin Rewards Trojan Horse w/ Will Reeves (Bitcoin Podcast)
Will Reeves, founder of Fold and a pioneer in Bitcoin rewards, discusses his journey in the payments space. He reveals how Fold blends traditional rewards with Bitcoin, allowing users to earn crypto back on everyday purchases. The conversation dives into the innovative use of the Lightning Network for seamless transactions and the promising shift towards Bitcoin integration in daily life. Reeves also touches on the implications of Bitcoin volatility in cashback systems and the transformative potential of Bitcoin rewards in redefining consumer behavior.
May 23, 2021 • 1h 18min
TIP350: Berkshire Hathaway Annual Shareholders Meeting 2021 w/ Stig and Trey
Discover key insights from the 2021 Berkshire Hathaway Annual Shareholders Meeting, featuring Warren Buffett and Charlie Munger. Learn why Buffett’s cautious strategies during the pandemic were pivotal. Explore the implications of Berkshire selling Apple stocks and Buffett’s stance on Modern Monetary Theory. Delve into the complexities of share buybacks and what they mean for investors. Finally, uncover investment philosophies emphasizing humility and the value of continuous learning in the ever-changing financial landscape.
May 19, 2021 • 1h 15min
BTC026: Bitcoin Mastermind w/ Lyn Alden & Jeff Booth (Bitcoin Podcast)
In this engaging discussion, Lyn Alden, an independent financial analyst famed for her insights into inflation and Bitcoin, and Jeff Booth, author of "The Price of Tomorrow," delve into the complexities of cryptocurrency. They explore Elon Musk’s influence on Bitcoin, tackle energy consumption myths, and discuss the risks of centralization. The duo reflects on corporate perspectives toward Bitcoin's volatility and the implications for the financial system, asserting Bitcoin's crucial role in combating inflationary pressures.
May 16, 2021 • 56min
TIP349: Why You Should Be Investing In Art Shares w/ Scott Lynn
In this discussion, Scott Lynn, an internet entrepreneur and founder of Masterworks, reveals how investors can access high-value art pieces by purchasing shares. He explores art as a unique investment opportunity, emphasizing its potential for portfolio diversification. The conversation also highlights market trends, the effects of events on art prices, and the complexities of valuing art. Additionally, Scott touches on the NFT movement, addressing misconceptions and its impact on both digital and traditional art sectors.
May 12, 2021 • 1h 6min
BTC025: Bitcoin Security & Lending w/ Parker Lewis & Joe Kelly (Bitcoin Podcast)
Join Parker Lewis, a major influencer in the Bitcoin space, and Joe Kelly, founder of Unchained Capital, as they dive into the intriguing world of Bitcoin security and lending. They discuss the motivations behind high-interest borrowing in crypto, the challenges of collateralization, and the significance of self-custody. Parker shares his insights on the Lightning Network's potential impact on transactions, while Joe reveals the future direction of Bitcoin banking and the role of innovative financial services in enhancing security and user control.
May 9, 2021 • 1h 1min
TIP348: Will Artificial Intelligence Take Over The World? w/ Cade Metz
Cade Metz, a New York Times writer and author of 'Genius Makers,' delves into the evolution and impact of artificial intelligence. He outlines key historical milestones and highlights the role of data in AI advancements. The conversation touches on ethical dilemmas, like job displacement and military applications, as well as varying approaches in self-driving technology. Cade also discusses which companies stand to benefit most from AI's growth, revealing the profound implications for industries and society at large.
May 5, 2021 • 1h 42min
BTC024: Plan B & Adam Back on Bitcoin Contango & Derivatives (Bitcoin Podcast)
In this engaging discussion, Plan B, the creator of the influential stock-to-flow model for Bitcoin, teams up with Dr. Adam Back, co-founder of the leading Bitcoin company Blockstream. They dive into the current market conditions and the implications of the massive contango trade for Bitcoin's future. The duo also explores Bitcoin fungibility, the recent drop in hash rate, and the exciting potential of Lightning Network adoption. Their insights on where we stand in the market cycle are both thought-provoking and informative for any crypto enthusiast.
23 snips
May 2, 2021 • 1h 1min
TIP347: Value Investing in 2021 w/ Mohnish Pabrai
Mohnish Pabrai, a renowned value investor and philanthropy advocate, joins the conversation to share his investment wisdom. He reflects on 2020 as a pivotal learning year, emphasizing the 'spawning' framework over buybacks for business growth. Pabrai discusses the importance of patience in investing, likening it to watching paint dry. He also explores how curiosity fuels better investment decisions and how personal journey impacts professional success. Tune in for a rich mix of insights on value investing and personal development!
Apr 28, 2021 • 1h 22min
BTC023: Bitcoin's International Impact w/ Alex Gladstein (Bitcoin Podcast)
Join Alex Gladstein, Chief Strategy Officer at the Human Rights Foundation, as he dives into Bitcoin's transformative power in oppressive regimes. He shares how cryptocurrency can empower marginalized communities, specifically in areas like Venezuela and Turkey. The conversation covers Bitcoin's unique advantages over alternative cryptos, the Lightning Network’s role in accessibility, and the impact of banning Bitcoin in authoritarian countries. Gladstein emphasizes Bitcoin's potential to foster financial freedom and human rights, making it a beacon of hope in challenging times.
39 snips
Apr 25, 2021 • 1h 31min
TIP346: Masterclass in Valuation w/ Chris Bloomstran
In this insightful discussion, Chris Bloomstran, an acclaimed investor from Semper Augustus, shares his valuation expertise. He breaks down four methods for estimating Berkshire Hathaway's intrinsic value, revealing misconceptions about its cash reserves. Chris delves into strategic capital allocation versus regular dividends, emphasizing their importance for shareholder value. The conversation also covers the complexities of valuation, opportunity costs in investments, and the future of Berkshire post-succession, providing listeners with invaluable insights into equity valuation techniques.
