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
Nov 3, 2019 • 51min
TIP267: An Intrinsic Value Assessment w/ Sean Stannard-Stockton (Business Podcast)
Sean Stannard-Stockton, President and CIO of Ensemble Capital, dives deep into the intrinsic value of First Republic Bank. He explains why the bank operates like a retail business with exceptional customer service aimed at high-net-worth individuals. The discussion reveals key metrics for valuing banks, including tangible book value, and offers insights on navigating low interest rates and Bitcoin's rising influence. Stannard-Stockton also shares valuable tips on stock picking, particularly for busy investors balancing full-time jobs.
Oct 27, 2019 • 48min
TIP266: David Stein - Key Questions & Answers to Master Investing (Business Podcast)
Join David Stein, a former chief investment strategist and founder of the Money for the Rest of Us podcast, as he dives into masterful investing techniques. He discusses how to build an optimal portfolio, questioning if one should ever go fully into stocks. Stein emphasizes the value of diversifying across numerous asset classes and shares insights on alternative investments like real estate and Bitcoin. He also tackles the complexities of rebalancing portfolios, highlighting critical principles that guide successful investing strategies.
Oct 20, 2019 • 49min
TIP265: Mark Yusko - The Endowment Model of Investing (Business Podcast)
In a captivating discussion, Mark Yusko, Founder and CEO of Morgan Creek Capital Management, shares insights from his extensive experience managing endowments. He explains the endowment model of investing, emphasizing that asset allocation often drives returns more than security selection. The conversation also highlights portfolio construction as a crucial yet overlooked aspect of investing. Mark offers advice for new investors, advocating for proactive engagement regardless of age, while critiquing current market trends and the importance of understanding asset valuation.
Oct 13, 2019 • 60min
TIP264: Mastermind Discussion 3Q 2019 (Business Podcast)
In this discussion, Tobias Carlisle, a deep value investor and bestselling author, teams up with Hari Ramachandra, a Silicon Valley executive, to share insights on various stock picks. They assess intrinsic value for companies like AT&T and Stamps.com, arguing the latter may still be undervalued despite recent gains. The duo explores the case for shorting Vonage Holdings and draws parallels between Reliance Industries and Alibaba, painting a picture of the evolving tech landscape in India.
Oct 6, 2019 • 43min
TIP263: Commercial Real Estate Investing - w/ Ian Formigle (Business Podcast)
Ian Formigle, a commercial real estate investment expert and founder of CrowdStreet, shares insights on transforming commercial real estate into a source of passive income. He emphasizes the importance of including commercial real estate in investment portfolios and explores the major risks involved. Ian discusses the factors that drive value in commercial properties versus single-family homes and unveils strategies for leveraging imperfect information to maximize returns. With real-world examples, he highlights the benefits of diversification in today's volatile market.
Sep 29, 2019 • 40min
TIP262: REPO Markets - What it is & What's happening (Business Podcast)
Macro economist Luke Gromen shares his sharp insights on the REPO market and its current challenges. He explains the significance of the REPO rate and how regulations post-2008 are shaping today’s financial landscape. Gromen discusses why increased Quantitative Easing could lead to a soaring stock market, contrasting U.S. and European interest rates and their effects on investments. He also offers strategies for retirees navigating volatility and underscores the importance of diversifying assets like gold during uncertain times.
Sep 22, 2019 • 34min
TIP261: Investing in Gold w/ Ken Lewis CEO of APMEX (Investing Podcast)
Ken Lewis, CEO of APMEX and a leading authority on precious metals, dives deep into the world of gold investment. He discusses the driving factors behind gold prices and shares critical insights on navigating market conditions. Listeners learn about the distinction between physical gold and paper investments, and how blockchain technology is revolutionizing gold procurement. Lewis also explores the generational differences in investing attitudes, particularly between cryptocurrencies and traditional assets, providing valuable strategies for both new and seasoned investors.
Sep 15, 2019 • 44min
TIP260: Bitcoin Math & Value - w/ Plan B
In a fascinating discussion, Bitcoin expert Plan B reveals how to value Bitcoin using the stock-to-flow model, emphasizing its digital scarcity. He examines the implications of Bitcoin's market potential and contrasts its volatility with traditional assets using the Sharpe ratio. The conversation also addresses the global impacts of Bitcoin adoption and dispels common misconceptions, underscoring the importance of credible resources. Finally, strategies for investing in the Chinese market are explored, offering valuable insights for savvy investors.
Sep 7, 2019 • 45min
TIP259: What Bitcoin Solves - w/ Dr. Saifedean Ammous
In this discussion, Dr. Saifedean Ammous, a leading Bitcoin expert and author of 'The Bitcoin Standard,' delves into Bitcoin's transformative potential. He highlights how increased demand enhances Bitcoin's security and long-term investment practices. Dr. Ammous argues that the structure of central banks will maintain fiat currency relevance, yet emphasizes that only Bitcoin can sustain its unique status. He also tackles the energy debate around Bitcoin mining, predicting a shift away from fossil fuels and asserting Bitcoin's resilience compared to altcoins.
Sep 1, 2019 • 51min
TIP258: Current Market Conditions and Value Investing w/ Tobias Carlisle (Business Podcast)
Tobias Carlisle, Principal of Acquires Fund and host of The Acquirers Podcast, dives into the intricate world of value investing. He explores current market volatility and the challenges of short-selling Netflix, stressing the importance of cash flow metrics over traditional valuations. Carlisle highlights the historic underperformance of value stocks compared to growth, providing insights into why this trend persists. He also emphasizes the need for analytical tools to navigate today's complex investment landscape, particularly in the competitive streaming market.
