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
Jan 12, 2020 • 45min
TIP277: Intrinsic Value Assessment of Disney - w/ David Trainer (Business Podcast)
David Trainer, the founder and CEO of New Constructs, shares his expertise in assessing Disney's intrinsic value, emphasizing the significance of understanding financial strategies and market dynamics. He discusses Disney's competitive edge, particularly its ability to charge premium prices for unique experiences and the success of Disney+ in attracting subscribers. Alongside Sean Murray, the conversation also touches on democratizing financial research and the challenges faced by aspiring fund managers, blending investment insights with personal development.
Jan 5, 2020 • 59min
TIP276: The Euro & Its Impact On European Banking w/ Thomas Mayer (Business Podcast)
In this engaging discussion, Thomas Mayer, a seasoned European economist and founder of the Flossbach von Storch Research Institute, dives into the intricate world of the Euro. He examines its historical roots and its impact on European banking. The conversation touches on the disparities in banking deposits across Europe, the cultural divides affecting monetary policy, and the challenges posed by transitioning to a digital euro. Mayer also predicts how the Euro might fare against the US dollar in future recessions, offering thought-provoking insights into the future of currency.
Dec 29, 2019 • 1h 6min
TIP275: Mastermind Discussion 4Q 2019 (Business Podcast)
In this insightful discussion, guests Hari Ramachandra and Toby Carlisle delve into intriguing stock picks and investment strategies. They evaluate the intrinsic value of Biogen, GrafTech, Allstate, and i3 Verticals, shedding light on Mohnish Pabrai's stance on GrafTech. The conversation also covers the nuances of short selling, why put options are a safer bet, and strategies for valuing pharmaceutical companies. Risk management and navigating the insurance sector in a low-rate environment are emphasized, providing valuable insights for investors.
Dec 22, 2019 • 36min
TIP274: Negative Interest Rate Bonds & Commodities w/ Marin Katusa (Business Podcast)
Marin Katusa, a commodity sector expert who has financed over a billion dollars in deals, dives into the impact of negative interest rates on global markets. He discusses why interest rates may continue to drop and the implications for the US dollar's appreciation. The conversation reveals how traditional dynamics between interest rates and gold are shifting, exploring gold's evolving role as a safe haven. Katusa also shares insights on investment strategies in uranium and gold, emphasizing the importance of high-quality assets and focused opportunities.
Dec 15, 2019 • 40min
TIP273: Billionaire Jim Simons' Quant Revolution w/ Gregory Zuckerman
Join bestselling author and Wall Street Journal reporter Gregory Zuckerman as he unpacks the incredible journey of billionaire investor Jim Simons. Discover how Simons achieved a staggering 66% annual return through his innovative quantitative trading strategies. Zuckerman dives into the nuances of making money with just a 51% accuracy rate and reveals why market inefficiencies may be fewer than value investors believe. Plus, he sheds light on the key differences between index funds and ETFs, offering valuable insights for investors.
Dec 8, 2019 • 50min
TIP272: X-Prize Founder Peter Diamandis & Steven Kotler on the speed of technology (Business Podcast)
Peter Diamandis, the innovative founder of the XPRIZE Foundation, joins best-selling author Steven Kotler to discuss the upcoming tech boom. They explore how major industries will be disrupted in the next decade and address our evolving abundance mindset. The duo reveals exciting advancements in genetics, predicting cures for most genetic diseases, and shares visions of AI surpassing humans in creative fields. From futuristic glasses replacing smartphones to the transformative potential of augmented reality, this conversation is a captivating peek into the future of technology and society.
Dec 1, 2019 • 44min
TIP271: An Intrinsic Value Assessment w/ Dan Ferris (Business Podcast)
Dan Ferris, a valuation expert with over two decades in financial evaluation, shares his insights on the complexities of investing in mining stocks. He discusses the cyclical nature of the mining industry and the influence of market trends on investment strategies. Ferris delves into how to accurately assess the intrinsic value of companies like Altius Minerals, emphasizing the importance of management relationships and understanding royalties. He also explores the balance between business acumen and investment strategy, providing valuable advice for entrepreneurs seeking growth.
Nov 24, 2019 • 37min
TIP270: Jesse Itzler - NBA Owner, Entrepreneur, Best Selling Author (Business Podcast)
Join Jesse Itzler, NBA owner, entrepreneur, and NYT best-selling author, as he shares his unique approach to tackling challenges. He reveals why he's still pursuing tough feats and discusses the surprising aspects of owning a sports team. Jesse emphasizes the power of positive affirmations and the importance of mentorship in achieving success. Additionally, he argues that building a strong brand requires patience and a focus on quality over speed, all while maintaining an authentic connection to personal energy.
Nov 17, 2019 • 43min
TIP269: Factor Based Investing w/ Jack Vogel (Business Podcast)
In this conversation with Jack Vogel, CIO and CFO at Alpha Architect, a powerhouse in factor-based investing, listeners dive into the mechanics of factor investing and its historical performance. Vogel discusses how factors perform in bear markets and whether to invest in single or multiple factors simultaneously. Additionally, he shares insights on using the Relative Strength Indicator and examines the evolving role of Bitcoin in finance. This insightful talk combines investment strategies with behavioral insights, making it a must-listen for aspiring investors.
9 snips
Nov 10, 2019 • 60min
TIP268: Small Cap Investing w/ David Flood (Business Podcast)
David Flood, a value investor specializing in micro and nano-cap stocks, shares his expertise on uncovering hidden gems in the stock market. He discusses strategies for investing in over-the-counter stocks, the concept of dark stocks, and why negative enterprise value can signal opportunity. Flood even uses Google Satellite photos for stock research! The conversation shifts to the risks of passive investing and how to navigate potential pitfalls in today's market. Dive into the world of small-cap investing with valuable insights from a pro!
