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
Mar 15, 2020 • 43min
TIP287: Value Investing and Market Cycles w/ Vitaliy Katsenelson (Business Podcast)
Value investing expert Vitaliy Katsenelson shares insights on navigating market cycles and adjusting strategies in a volatile economy. He discusses the misconceptions around dividend investing and the importance of understanding company fundamentals. The conversation also covers valuing future cash flows, the impact of interest rates on investment decisions, and the challenges of investing in foreign markets. Listeners gain strategies for assessing risk, making informed choices, and seizing micro-investing opportunities in a post-COVID world.
Mar 8, 2020 • 1h 12min
TIP286: Mastermind Discussion 1Q 2020 (Business Podcast)
Tobias Carlisle, a seasoned fund manager and author known for his value investing prowess, shares insights on market dynamics for 2020. The discussion dives into the intrinsic value of ExxonMobil and Etsy, exploring ExxonMobil's potential for significant returns and sustainable dividends. Carlisle also analyzes Bitcoin, forecasting its rise amid economic uncertainty. With debates on dividends in the oil sector and caution regarding Etsy’s investment landscape, the conversation emphasizes strategic thinking in fluctuating markets.
Mar 1, 2020 • 32min
TIP285: Turning Adversity Into Advantage - Laura Huang's Edge (Business Podcast)
Join Harvard professor Laura Huang, renowned for her expertise in behavioral perceptions, as she discusses her book, Edge. She reveals why hard work alone isn't the key to success and how one's weaknesses can actually become assets. Laura shares powerful insights on redirecting others' perceptions and using financial constraints to fuel innovation. With practical examples, including lessons learned from starting with just $5, she equips listeners to turn adversity into a unique advantage in their journeys.
Feb 23, 2020 • 59min
TIP284: Bitcoin - Law & Legal Implications w/ Caitlin Long (Bitcoin Podcast)
In this engaging discussion, Caitlin Long, a Bitcoin legal expert and Wyoming Blockchain Task Force appointee, delves into the evolving legal landscape surrounding digital currencies. She highlights how states like Wyoming are crafting laws to attract Bitcoin companies while navigating the complexities of legal tender definitions. Long explores the potential for the U.S. government to regulate or even ban crypto exchanges, revealing the balance between state rights and federal law. Moreover, she emphasizes the importance of transparency in the industry, particularly regarding proof of reserves.
Feb 16, 2020 • 49min
TIP283: Commercial Real Estate Trends w/ Ian Formigle from Crowdstreet (Business Podcast)
Ian Formigle, Chief Investment Officer at CrowdStreet and seasoned real estate expert, shares insights on the evolving landscape of commercial real estate. He discusses emerging trends like 18-hour cities and the rise of life sciences properties, driven by demographic changes. Formigle emphasizes the investment potential in revitalizing affordable housing and multifamily assets, particularly with fixed-rate debt. He also highlights how technology democratizes real estate investing, making it accessible for individual investors and shaping future opportunities.
4 snips
Feb 12, 2020 • 53min
TIP282: Novel Coronavirus (COVID-19) Economic Impact w/ Erik Townsend (Business Podcast)
Erik Townsend, an entrepreneur and founder of Fourth Turning Capital Management, shares insights on the economic fallout of COVID-19. He discusses the significant disruptions to global supply chains and the reflexive nature of fear impacting consumer spending. Townsend also explores how the pandemic has affected airlines and vaccinations, and highlights the central banks’ responses through liquidity measures. He provides a silver lining, revealing opportunities within Big Pharma and contrasts the effects on stocks versus bonds, raising critical questions about the future of economic recovery.
Feb 9, 2020 • 59min
TIP281: Intrinsic Value Assessment of Mastercard w/ Sean Stannard-Stockton (Investing Podcast)
In this engaging discussion, Sean Stannard-Stockton, President of Ensemble Capital, dives into the intrinsic value of Mastercard. He sheds light on how Apple's innovations have reinforced Mastercard's market position in payments. The conversation highlights the growth opportunities in fintech and the competitive landscape, particularly with emerging players. Sean also shares insights on managing investment risks and offers practical advice for novice investors on building a balanced portfolio.
Feb 2, 2020 • 57min
TIP280: A History of 5 US Market Crashes w/ Scott Nations (Business Podcast)
In a fascinating conversation, financial history expert Scott Nations delves into the stock market's five biggest crashes, highlighting the turmoil of 1907, 1929, 1987, 2008, and 2010. He draws intriguing parallels between the Fed’s monetary policies then and now. Nations reveals how portfolio insurance worsened the 1987 crash and discusses the risks associated with algorithmic trading during the 2010 flash crash. He also offers investment strategies, emphasizing the crucial balance between greed and fear.
Jan 26, 2020 • 1h 1min
TIP279: Stock Market Melt-up w/ Luke Gromen (Business Podcast)
In this discussion, Luke Gromen, a macro expert and author of "Mr. X Interviews," unpacks the intricacies of the stock market. He explains how the Federal Reserve's balance sheet impacts inflation and why it remains committed to financing U.S. deficits. Gromen also tackles misconceptions about inflation and the risks of hyperinflation. Additionally, he explores the dollar's relationship with global economics and the potential shift towards cryptocurrencies in finance. His insights offer a fresh perspective on navigating today's financial landscape.
8 snips
Jan 19, 2020 • 1h 3min
TIP278: Contrarian Investing Ideas w/ Cullen Roche (Business Podcast)
In this engaging discussion, investment expert Cullen Roche, founder of Pragmatic Capitalism and known for his savvy during the 2008 crisis, dives into contrarian investing ideas. He challenges the myth of passive investing and explains why the stock market outperforms gold as an inflation hedge. Cullen breaks down the importance of understanding market dynamics versus economic realities and warns against the risks of leveraged ETFs. Emphasizing personalized, long-term investment strategies, he promotes a mindful approach to navigating today's financial landscape.
