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
Jul 25, 2020 • 58min
TIP307: Cullen Roche on Stocks, Inflation, & COVID-19 (Business Podcast)
Cullen Roche, founder of Pragmatic Capitalism and seasoned financial expert, delves into the intricacies of today’s market conditions. He reveals the unique dynamics between inflation and growth versus value stocks. Cullen explains why inflation risks stem more from the Treasury than the Federal Reserve and discusses navigating international equity value. He provides insights on how investors can adapt strategies amidst ongoing volatility and explores the relationship between inflation, interest rates, and real estate prices.
Jul 19, 2020 • 46min
TIP306: Frontier Investing w/ Kiyan Zandiyeh (Business Podcast)
Kiyan Zandiyeh, Chief Investment Officer at Sturgeon Capital, shares his expertise in frontier investing. He outlines the critical strategies for navigating these unique markets, detailing how to assess political and currency risks. Zandiyeh highlights Uzbekistan as a particularly intriguing opportunity right now. The discussion also covers boots-on-the-ground research and innovative approaches to understanding local dynamics, making a compelling case for why frontier markets deserve a spot in a diversified portfolio.
Jul 12, 2020 • 47min
TIP305: The Structural Impact w/ George Gammon & Clips from Ray Dalio & Jeff Gundlach (Business Podcast)
George Gammon, a real estate expert and macroeconomist, offers a deep dive into how COVID-19 has reshaped American real estate and infrastructure. He discusses urban migration trends and challenges faced by colleges. Billionaire investor Ray Dalio critiques the limitations of central banking policies and emphasizes strategic positioning for investors. Meanwhile, Jeff Gundlach shares insights on the potential for a V-shaped economic recovery, exploring the balance between risk and opportunity in today's financial landscape.
Jul 5, 2020 • 60min
TIP304: Current Market Conditions w/ Preston and Stig (Business Podcast)
Stig and Preston dive into the current market landscape, sharing insights on evolving investment strategies since 2014. They discuss how 21st-century moats differ from earlier ones and tackle the nuances of economic conditions like currency debasement. With a critical look at investment opportunities, they highlight specific stock picks and emphasize the importance of harnessing data in a manipulated market. Listeners gain a fresh perspective on capitalism, inflation, and the necessity for diverse viewpoints in making sound investment choices.
Jun 27, 2020 • 1h
TIP303: Investing During Chaos w/ Lyn Alden (Business Podcast)
Lyn Alden, an investment researcher with over 15 years of experience and contributions to big names like Forbes and Business Insider, shares her insights on navigating financial chaos. She explains how changing discount rates affect investment strategy and why traditional methods may no longer suffice. Alden discusses the role of money printing, swap lines during COVID-19, and the implications of inflation on asset values. She even delves into Bitcoin's role in a portfolio and the rising influence of China in global markets, making a compelling case for strategic asset allocation.
Jun 21, 2020 • 1h 7min
TIP302: Investing During COVID-19 & Intrinsic Value Assessment of Intuitive Surgical w/ Arif Karim (Business Podcast)
Arif Karim, Senior Investment Analyst at Ensemble Capital Management, shares his strategies for adjusting investment portfolios during the COVID-19 pandemic. He provides a deep dive into evaluating the intrinsic value of Intuitive Surgical, a leader in surgical robotics. The discussion includes navigating market volatility, the impact of secular trends, and why the economy doesn’t always mirror the stock market. Listeners gain valuable insights on managing investments and capitalizing on emerging market opportunities in uncertain times.
Jun 14, 2020 • 1h 19min
TIP301: Grant Williams & Luke Gromen Talk Global Macro Economics (Business Podcast)
In a thought-provoking discussion, Luke Gromen, founder of Forest for the Trees, and Grant Williams, co-founder of Real Vision TV, dissect pressing global macroeconomic issues. They explore how the U.S. manages to print dollars without significant depreciation and the treacherous geopolitical dance with China. The conversation also touches on the role of gold and Bitcoin amidst economic turmoil, and whether the U.S. could face a crisis akin to historical precedents like the Weimar Republic. They unravel investment strategies that challenge conventional wisdom about share issuances.
Jun 7, 2020 • 55min
TIP300: Current Market Conditions w/ Preston and Stig (Business Podcast)
Preston and Stig dive into the current financial landscape, discussing the troubling implications of the Fed's corporate debt purchases. They explore the disconnect between asset inflation and consumer prices while analyzing home bias in investing. The duo also debates the complexities of market valuations amid inflation and the pitfalls of relying on historical data. They shine a light on investment opportunities in European markets while emphasizing the importance of adapting to modern valuation methods and emphasizing security in today's investing world.
May 30, 2020 • 1h 22min
TIP299: Mastermind Discussion 2Q 2020 (Business Podcast)
Tobias Carlisle, a deep value investor and founder of the Acquirer's Fund, joins Hari Ramachandra, a seasoned Silicon Valley executive and tech author. Together, they analyze stock picks like Berkshire Hathaway and Spotify's undervalued status despite its financial losses. They delve into the investment strategies behind Markel's strong performance, contrasting it with eBay's challenges, and explore Bitcoin's evolving role in finance. Listeners gain insights into effective portfolio management habits and innovative tech tools for investment.
May 24, 2020 • 53min
TIP298: Part II - Warren Buffett & the 2020 Berkshire Hathaway Shareholders Meeting (Business Podcast)
Warren Buffett, the legendary Chairman and CEO of Berkshire Hathaway, shares his insights on navigating financial markets. He discusses whether Berkshire can outperform the S&P 500 and the challenges of inflation for capital-intensive businesses. Buffett addresses the rationale behind not repurchasing shares during the corona crisis and weighs in on potential government bond defaults. Listeners gain perspectives on stock valuation and the complexities involved in deciding when to sell profitable investments, all while emphasizing a long-term investment strategy.
