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
Aug 25, 2019 • 37min
TIP257: Small Cap Investing - w/ Eric Cinnamond
In this engaging discussion, Eric Cinnamond, a seasoned portfolio manager with over 20 years in small-cap investing, shares insights on valuing companies like Natural Gas Services, Gencore Industries, and Crimson Wine Group. He delves into the cyclical nature of the natural gas market and the significance of balance sheets for small caps. Eric also discusses investment risks and strategies, emphasizing the importance of intrinsic value and position sizing in your portfolio. Expect valuable advice for navigating the small-cap landscape!
Aug 18, 2019 • 35min
TIP256: Raoul Pal - Global Financial Concerns (Business Podcast)
In this discussion featuring Raoul Pal, founder of Real Vision TV, financial insights take center stage. Pal delves into the looming prospects of Quantitative Easing and the interconnectedness of central banks globally. He analyzes the current global debt crisis and the implications for Bitcoin and gold. With a sharp eye on market volatility, he uncovers the links between interest rates, liquidity issues, and emerging trends in decentralized finance, all while emphasizing how social media shapes financial discourse.
Aug 4, 2019 • 40min
TIP254: Value Investing w/ Bill Nygren (Business Podcast)
Bill Nygren, a seasoned portfolio manager at Oakmark Funds, shares his insights on value investing. He discusses why Alphabet Inc. is currently undervalued and explores the investment potential in Mastercard and Netflix. Nygren emphasizes that P/E ratios are often misleading and highlights the importance of shareholder-friendly management. He also addresses what aspiring young investors should know, encouraging a long-term view in stock selection and financial decision-making.
Jul 28, 2019 • 41min
TIP253: An Intrinsic Value Assessment w/ Jesse Felder (Business Podcast)
Jesse Felder, investing expert and host of 'Superinvestors,' dives deep into the intrinsic value of Bed Bath & Beyond. He analyzes the dramatic valuation decline and reveals why heavy shorting can benefit long investors. The discussion covers strategies for navigating commoditized markets, potential private buyout scenarios, and the importance of macro indicators in stock valuation. Jesse also provides insights on insider trading and how understanding financial maneuvers can uncover hidden investment opportunities amid market chaos.
Jul 21, 2019 • 34min
TIP252: The Bitcoin Impact w/ Trace Mayer
Trace Mayer, a Bitcoin expert and early investor in Kraken Exchange and BitPay, shares his insights into the future of cryptocurrency. He discusses how to evaluate Bitcoin through the Mayer Multiple and emphasizes the need for trust in a new monetary system. Mayer also predicts what Bitcoin might look like in five years, delves into the conversation about its energy consumption, and highlights Bitcoin's role in transforming financial decision-making and societal dynamics. Get ready for a thought-provoking look at the evolution of Bitcoin!
Jul 14, 2019 • 44min
TIP251: Macro Themes - Summer 2019 w/ Luke Gromen (Business Podcast)
Join Luke Gromen, a macro investing expert with 25 years of financial experience, as he delves into intriguing market dynamics. He talks about the unusual credit cycle and the compelling bull and bear cases for commodities. Gromen also discusses why bond yields may be misleadingly low and offers insights into big tech investment opportunities. The conversation highlights the importance of Bitcoin and gold as alternative assets amid currency instability, shedding light on the complex interplay of global central banks and emerging economic trends.
Jul 7, 2019 • 31min
TIP250: Lessons from Billionaire Michael Bloomberg (Business Podcast)
Michael Bloomberg, an American billionaire and former New York City mayor, shares nuggets of wisdom from his illustrious career. He talks about his humble beginnings and the lessons that shaped his work ethic and teamwork. Young entrepreneurs will find his insights on tackling challenges and the importance of mentorship invaluable. Bloomberg also discusses innovative investment strategies, including Bitcoin's role in retirement planning, and explains how inflation dynamics can influence borrowing. His reflections on family values underline the importance of personal development in business.
Jun 30, 2019 • 46min
TIP249: The Intrinsic Value of Facebook w/ John Huber (Business Podcast)
In this engaging conversation, John Huber, founder and portfolio manager at Sabre Capital Management, shares his expertise in Buffett-style value investing. He dissects Facebook's intrinsic value and predicts its future growth while pinpointing major threats to the platform. The discussion covers Facebook's innovative advertising model, competition with other tech giants, and the implications of digital versus traditional advertising. Huber also dives into the potential of Facebook's payment processing and the importance of valuation in crafting an investment portfolio.
Jun 23, 2019 • 58min
TIP248: Mastermind Discussion 2Q 2019 (Business Podcast)
Toby Carlisle, founder of the Acquirer's Fund and host of The Acquirer's Podcast, joins the discussion on various stock picks. The group evaluates the intrinsic value of companies like IGGGF and Slack, weighing their market positions and challenges. They explore the gaming industry's cyclical nature and analyze Auburn National Bancorporation as a stable dividend stock. Additionally, they reflect on recent investment mistakes, underscoring the lessons learned in adapting strategies and the importance of analyzing insider trading activities.
6 snips
Jun 16, 2019 • 40min
TIP247: Legendary Investor Bill Miller (Business Podcast)
This time, legendary investor Bill Miller shares insights from his impressive career, where he famously outperformed the S&P 500 for 15 consecutive years. He discusses the unpredictable nature of markets, especially during geopolitical tensions, and emphasizes the importance of maintaining a long-term investment outlook. Miller critiques traditional value investing, arguing it's outdated, and explores how momentum strategies can enhance returns. With a focus on evaluating stocks, he advocates for understanding intrinsic value over conventional metrics.
