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
Oct 4, 2020 • 53min
TIP317: Intrinsic Value Assessment of Fairfax w/ Jake Taylor (Business Podcast)
Jake Taylor, CEO of Farnham Street Investments, renowned for his insights on value investing and author of "The Rebel Allocator," takes listeners on a captivating journey through the intrinsic value of Fairfax Financial Holdings. He discusses the nuances of valuing insurance and investment holding companies while comparing Fairfax's strategies to those of Berkshire Hathaway. Taylor also highlights growth opportunities in Africa, the intricacies of currency risk, and offers advice on preferred stock investments. This discussion is a goldmine for aspiring investors!
Sep 27, 2020 • 50min
TIP316: Current Market Conditions w/ Preston & Stig (Business Podcast)
Stig and Preston dive into Warren Buffett's recent investment moves, notably his focus on Bank of America and his sell-offs in bank stocks. They discuss the evolving banking sector and the implications of Modern Monetary Theory. The duo analyzes appealing investment strategies in Japanese trading houses and examines asset allocation amid current market uncertainties. They also touch on the All-Weather portfolio concept while emphasizing the importance of diversification and understanding personal investments in a volatile landscape.
Sep 20, 2020 • 48min
TIP315: Gold and Gold Miners w/ Marin Katusa (Business Podcast)
Marin Katusa, a seasoned commodities expert and New York Times bestselling author, dives into the intricacies of gold and gold mining investments. He explains why gold miners are underperforming despite rising gold prices and shares strategic insights into investing in them. The conversation also touches on Warren Buffett's gold investments and the fears of deflation troubling the Federal Reserve. Katusa emphasizes the importance of understanding geopolitical risks and market dynamics for lucrative investments in the commodity sector.
6 snips
Sep 13, 2020 • 50min
TIP314: Thoughts from Ray Dalio, Eric Schmidt, Peter Thiel, & Sam Zell on the Current Economy (Business Podcast)
In this conversation, Ray Dalio, the founder of Bridgewater Associates, shares his perspectives on the shifting economic landscape post-COVID-19. He discusses potential money flows, emphasizing opportunities in real estate and hospitality. Peter Thiel explores how technology reshapes education, while Eric Schmidt highlights concerns about big tech monopolies. Sam Zell raises questions about commercial mortgage-backed securities, suggesting investment opportunities. Their insights offer a fascinating glimpse into the future of finance and the changing dynamics of various industries.
Sep 6, 2020 • 1h 1min
TIP313: Ed Harrison from Real Vision talks about Current Market Conditions (Business Podcast)
Ed Harrison, an investment banking expert and host at Real Vision, dives into the current market landscape. He discusses how low yields are reshaping investment strategies and the implications of the COVID-19 vaccine on market outlooks. Harrison evaluates the dollar's performance against international currencies, exploring whether the euro could challenge its status as the primary reserve currency. He also examines the dynamics of growth versus value investing in a low-yield environment, providing insights into navigating today's complex financial realities.
Aug 30, 2020 • 1h 9min
TIP312: Investing In Businesses w/ Great Fundamentals w/ John Huber (Business Podcast)
John Huber, managing partner at Sabre Capital Management and expert in value investing, shares insights on identifying high-quality businesses. He emphasizes the importance of understanding a company's competitive moat and making sound growth assumptions. Huber discusses the impact of the COVID-19 crisis compared to previous market downturns and explores common investor pitfalls. Additionally, he advises on the complexities of managing debt in a challenging economy and the relevance of adaptability in successful businesses like Facebook.
4 snips
Aug 23, 2020 • 1h 36min
TIP311: Macro Mastermind w/ Lyn Alden, Luke Gromen, & Jeff Booth (Business Podcast)
Lyn Alden is an independent macroeconomist, Luke Gromen is a financial analyst and author, and Jeff Booth is an entrepreneur known for his insights on Bitcoin. They delve into the potential return of a liquidity crisis and whether another currency could replace the USD as the global reserve. Discussions include the implications of rising national debts, the role of Bitcoin on corporate balance sheets, and the evolving landscape towards a multipolar currency system amidst global tensions. They also explore the complexities of transitioning back to a gold standard and the future of digital currencies.
Aug 16, 2020 • 1h 5min
TIP310: Mastermind Discussion 3Q 2020 - (Business Podcast)
Tobias Carlisle, founder of The Acquirers Podcast and the Acquirer's Fund, teams up with Hari Ramachandra, an expert on Alphabet and AI, for a deep dive into stock valuation. They dissect the intrinsic values of major players like Alphabet, Berkshire Hathaway, and E-Trade. The duo also explores Warren Buffett's greatest trade, discusses the financial dynamics of Google amidst competition, and tackles questions about stock price increases after dilution. It's a treasure trove of insights for investors navigating today's market challenges.
Aug 8, 2020 • 56min
TIP309: Real Estate & COVID-19 w/ Ian Formigle (Business Podcast)
Ian Formigle, Chief Investment Officer at CrowdStreet with 24 years of real estate experience, discusses the profound changes COVID-19 has brought to the commercial real estate market. He highlights how different asset classes fared, the resilience of multifamily properties, and evolving office space dynamics due to remote work. Formigle shares insights on spotting value in niche markets and adapting to new consumer behaviors. He emphasizes strategic decision-making for investors navigating the post-pandemic landscape.
Aug 2, 2020 • 49min
TIP308: Trend Following Investing w/ Niels Kaastrup-Larsen (Business Podcast)
Niels Kaastrup-Larsen, a hedge fund veteran with over 25 years of experience, dives into the nuances of trend-following investing. He discusses why this strategy is essential in a diversified portfolio and how it complements value investing. Niels emphasizes the importance of adapting trading rules to evolving market conditions and highlights commodities as the top sector for trend followers. With insights on market volatility, he shares the psychological aspects of trading and advocates for rule-based strategies to enhance investment decisions.
