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
Feb 10, 2021 • 1h 10min
BTC012: Bitcoin On-Chain Analysis w/ Plan B & Willy Woo (Bitcoin Podcast)
In this engaging discussion, Plan B, a prominent contributor to Bitcoin analysis known for his stock-to-flow model, joins Willy Woo, an expert in on-chain analysis. They delve into crucial trends driving the current market, like the maturation of derivatives and the implications of central bank digital currencies (CBDCs). The duo shares their insights on the impact of Tether, Bitcoin's price dynamics post-halving, and the transformative potential of the Lightning Network. Their contrasting pricing models offer fascinating perspectives on Bitcoin's future amidst evolving market conditions.
Feb 7, 2021 • 1h 7min
TIP335: Mastermind Q1 2021 w/ Tobias Carlisle and Hari Ramachandra
Tobias Carlisle, a value investor and author, teams up with Hari Ramachandra, an insightful investor and blogger, to dissect the current financial landscape. They discuss whether equities might merely be temporary safe havens and explore innovative strategies for value and momentum investing. Their lively debate includes examining the resilience of certain stocks, the surprising potential of ARK Fintech Innovation, and the impact of government policies on market dynamics. Tune in for engaging insights amid economic uncertainty!
Feb 3, 2021 • 1h 5min
BTC011: Bitcoin & Traditional Finance w/ Andy Edstrom (Bitcoin Podcast)
Andy Edstrom, author of "Why Buy Bitcoin?" and a money manager focused on Bitcoin investments, shines a light on the regulatory hurdles fund managers face when advising clients on cryptocurrency. He discusses the ideal portfolio size for Bitcoin and tackles common fears surrounding its investment. The conversation dives into the rising interest in Bitcoin ETFs and the potential impact of its integration into traditional finance. Edstrom also shares insights on how corporate attitudes toward Bitcoin are shifting, signaling a broader acceptance in investment strategies.
Jan 31, 2021 • 55min
TIP334: Disruptive Innovation w/ Cathie Wood
Cathie Wood, CEO and CIO of ARK Invest, shares her insights on disruptive innovation, showcasing how ARK's ETFs have significantly outperformed the market. She discusses how market valuations often overlook innovation, the role of Wright's Law in forecasting future returns, and the five key areas of disruption ARK focuses on. Wood also delves into the transformative impact of technologies like AI and gene editing, and emphasizes the importance of trust in business through innovative compliance tools. This lively conversation is packed with forward-thinking investment strategies!
Jan 27, 2021 • 1h 12min
BTC010: Bitcoin & Layered Money w/ Nik Bhatia (Bitcoin Podcast)
Nik Bhatia, a CFA charter holder and finance professor, dives into the fascinating history of money, tracing its evolution from the Florentine Mint to Bitcoin. He discusses counterparty risk in banking and the revolutionary concept of layered money. Bhatia shares insights on Bitcoin regulation, the implications of central bank digital currencies, and the transformative potential of the Lightning Network. He also contemplates what could make him change his stance on Bitcoin and reflects on the dynamic nature of the government’s relationship with cryptocurrency.
Jan 24, 2021 • 59min
TIP333: Trend Following w/ Niels Kaastrup-Larsen
Niels Kaastrup-Larsen, a seasoned hedge fund veteran and founder of Dunn Capital, dives into the world of trend-following investment strategies. He discusses the resilience of these strategies amid the unique volatility of 2020, showcasing their adaptability in unexpected market conditions. Niels highlights the importance of diversification, automated trading systems, and how trend following remains effective even in a low-interest-rate environment. He also introduces innovative risk assessment metrics, providing a fresh perspective on managing portfolio risk.
Jan 20, 2021 • 1h 25min
BTC009: Bitcoin Engineering w/ Core Developer Jimmy Song (Bitcoin Podcast)
In this discussion, Jimmy Song, a core Bitcoin developer and author, dives into the intricate world of Bitcoin engineering. He sheds light on how updates are generated, tested, and the critical role of full node operators versus miners. The conversation delves into pressing topics like the risks of 51% attacks and the looming threat of quantum computing. Additionally, Jimmy shares insights on the innovative Taproot upgrade and its impact on privacy, along with the evolving landscape of Bitcoin mining and its future challenges.
Jan 17, 2021 • 1h
TIP332: Long-Term Investing w/ Tom Gayner
In this conversation, Tom Gayner, Co-CEO of Markel Corporation and a legendary investor known for his long-term value strategies, shares his insights on the art of investing. He discusses how a frugal lifestyle can lead to fulfillment and explains his thoughts on index funds. The dialogue emphasizes the importance of ethical partnerships and cultivating a harmonious investment approach, likening it to music. Tom also illustrates why a long-term investment philosophy often trumps short-term gains, drawing valuable lessons from historical investment decisions.
Jan 13, 2021 • 1h 19min
BTC008: Bitcoin & Macro Mastermind Discussion w/ Lyn Alden & Luke Gromen (Bitcoin Podcast)
Lyn Alden, an investment strategist known for her macroeconomic insights, and Luke Gromen, an author and financial researcher, dive deep into the current state of commercial real estate and the impact of small businesses on the economy. They explore Bitcoin's gradual adoption and its financial implications, alongside discussions about Tether's volatility and Ethereum's evolving landscape. The duo unpacks corporate strategies around Bitcoin and the complexities of decentralization in today's financial world, all while eyeing potential future market trends.
Jan 10, 2021 • 1h 5min
TIP331: Inflation w/ Cullen Roche
Cullen Roche, an investment expert known for his insights on Pragmatic Capitalism, dives deep into inflation and the economy's current landscape. He challenges the common notion that money supply expansion leads directly to inflation. Roche discusses strategies to protect portfolios in uncertain times and explores the rationale behind stocks trading at 50x earnings. The conversation also sheds light on the complexities of bond investing and the evolving macroeconomic environment, making for a thought-provoking listen for investors.
