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 17, 2020 • 60min
TIP297: Warren Buffett & the 2020 Berkshire Hathaway Shareholders Meeting Part 1 (Business Podcast)
Explore Warren Buffett's dramatic exit from airline stocks during the pandemic and what it reveals about market volatility. Discover whether he believes now is a good time for retail investors to dive into stocks and how Berkshire Hathaway is handling its finances in uncertain times. The hosts also dissect Geico's shifting role within the company and Buffett's long-term investment philosophy. Plus, they tackle the implications of inflation and currency failure on investment strategies in today's economy.
May 10, 2020 • 1h 16min
TIP296: Current Market Conditions 9 May 2020 (Business Podcast)
Market conditions in May 2020 are chaotic with rising stock prices despite record unemployment. The hosts discuss the Federal Reserve's purchase of corporate bonds, highlighting economic disparities. They draw parallels to Japan's stagnation and explore the psychological effects on investors. The conversation includes insights on technology's role in navigating financial challenges and the potential for Universal Basic Income. Additionally, they evaluate stock picks like Biogen and the importance of diversification against market volatility.
7 snips
May 3, 2020 • 55min
TIP295: Mohnish Pabrai on Value Investing & Philanthropy (Business Podcast)
Mohnish Pabrai, a renowned entrepreneur and value investing guru, shares his insights on both investing and philanthropy. He discusses the psychological biases that influence decision-making in finance, emphasizing the need for rational thinking. Pabrai explores the changing landscape of the S&P 500 and how it reshapes investment strategies. He also reveals his philanthropic approach through the Dakshana Foundation, aiming for high returns in charitable giving, and highlights the power of education in transforming lives.
Apr 26, 2020 • 1h 9min
TIP294: Inflation - Deflation - Which One Is It? w/ Jeff Booth author of The Price of Tomorrow (Business Podcast)
Join Jeff Booth, entrepreneur and author of "The Price of Tomorrow," as he unpacks the future of our economy. He discusses the paradox of rising debt amidst stagnant growth and why deflationary monetary policies are crucial. Jeff highlights how technology drives down costs while cautioning about inflation in sectors like healthcare. He also explores the potential for Bitcoin as a new standard in finance and urges a rethink of conventional economic models that resist change. Tune in for a thought-provoking take on our financial future!
Apr 19, 2020 • 49min
TIP293: Intrinsic Value Assessment of Bank of America w/ Bill Nygren (Business Podcast)
Bill Nygren, CIO at Oakmark Funds, shares his expertise in assessing intrinsic value, focusing on Bank of America. He discusses the bank's competitive advantages amid recent stock price drops and how low interest rates affect profitability. The conversation explores the competitive dynamics among top U.S. banks, regulatory impacts post-2008, and valuation insights. Nygren also addresses the merits of investing in physical gold versus financial assets, highlighting long-term strategies for navigating market volatility.
Apr 17, 2020 • 43min
TIP292: Understanding the Chinese Economy w/ Leland Miller (Business Podcast)
Leland Miller, President of China Beige Book International and a sought-after expert on China's economy, dives deep into the workings of the Chinese central bank and its interest rate manipulations. He reveals the underlying factors of the US-China trade war, arguing that real drivers go beyond common misconceptions. Miller also discusses the shift towards sustainable growth in China, the complexities of shadow banking, and how these elements impact global investment strategies.
Apr 12, 2020 • 52min
TIP291: Commodity Investments During & After COVID-19 w/ Marin Katusa (Business Podcast)
In this discussion, Marin Katusa, a commodity investment expert with a billion-dollar track record, dives into the effects of COVID-19 on the gold and oil markets. He shares insights about the FED's USD swap lines and why he's bullish on Equinox Gold and Liberty Gold. The conversation explores the interplay between gold prices, the USD, and fluctuating oil costs. Katusa also provides a practical guide to investing in precious metals, emphasizing strategies for navigating current market volatility and seizing opportunities in the commodity sector.
Apr 5, 2020 • 1h 14min
TIP290: Current Market Conditions 4 April 2020 (Business Podcast)
Delve into the chaotic stock market as experts discuss its volatility amidst the COVID-19 crisis. They analyze the Federal Reserve's bold monetary moves and the complicated landscape of government interventions. Understand the implications of the $2.2 trillion stimulus and its potential inflation risks, along with the opportunities it presents. The conversation also navigates the intricacies of options trading, emphasizing risk management and strategic investments in these uncertain times.
Mar 29, 2020 • 51min
TIP289: Intrinsic Value Assessment of Berkshire Hathaway by Jake Taylor (Business Podcast)
Jake Taylor, CEO of Farnam Street Investments, dives deep into the intrinsic value of Berkshire Hathaway, sharing crucial insights from Warren Buffett’s latest shareholder letter. He discusses the company’s financial strategies and the significance of its diverse segments. Taylor also evaluates whether Berkshire can serve as a cash substitute in investment portfolios. The conversation touches on value investing philosophies and the role of corporate culture in long-term success, alongside addressing listener queries about investing in stocks within Berkshire’s portfolio.
Mar 22, 2020 • 1h 14min
TIP288: Current Stock Market Conditions - 2020 Crash - COVID 19 (Business Podcast)
The hosts discuss how COVID-19 has drastically altered stock, bond, and commodity markets. They compare their pre-crash positions and current strategies, with insights on potential global hyperinflation. Investment tactics like cash allocation and adding to compounders are emphasized. The conversation highlights the impact of external factors on stock values, especially in industries like airlines. They also warn of a possible currency crisis stemming from financial instability and explore the importance of patience and technology in navigating these turbulent times.
