We Study Billionaires - The Investor’s Podcast Network
877 episodes - English - Latest episode: 19 days ago - ★★★★★ - 3.1K ratingsWe interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howard Marks, and teach you what we learn and how you can apply their investment strategies in the stock market.
We Study Billionaires is the largest stock investing podcast show in the world with 150,000,000+ downloads and is hosted by Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve.
This podcast also includes the Richer Wiser Happier series hosted by best-selling author William Green. William regularly interviews legendary investors such as Mohnish Pabrai and Guy Spier, exploring what they can teach us about how to succeed in markets and life.
And finally, our Bitcoin Fundamentals series is hosted by Preston Pysh, where he interviews prominent figures in the Bitcoin and macroeconomic space. To learn more about TIP, you can visit theinvestorspodcast.com or subscribe to our free daily newsletter here.
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
TIP621: Warren Buffett’s Wisdom: The Power Of Corporate Governance with Lawrence Cunningham
April 07, 2024 00:00 - 1 hourKyle Grieve chats with Lawrence Cunningham about Lawrence’s fascination with Warren Buffett and Berkshire Hathaway, why corporate governance is so crucial for shareholders to understand, the power of transparency, accountability, and ethical decision-making, how Warren Buffett created his shareholder letters to create a competitive advantage, a list of some incredible businesses to research to understand best top-notch corporate governance, the makeup of a successful incentive program and a w...
TIP620: The Intelligent Investor by Benjamin Graham
April 05, 2024 00:00 - 59 minutesOn today’s episode, Clay shares his lessons from reading The Intelligent Investor by Benjamin Graham. Benjamin Graham was a renowned value investor, lecturer, financial securities researcher, and mentor to billionaire investor Warren Buffett. Graham is widely regarded as the father of value investing. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:11 - Who Benjamin Graham was. 06:16 - How the intelligent investor seeks to capitalize on market fluctuations. 16:17 - The Intelligent Investor’s ...
BTC176: Bitcoin and Traditional Finance in 2024 w/ Jim Crider (Bitcoin Podcast)
April 03, 2024 00:00 - 1 hourJim Crider explores Bitcoin's impact on culture, future financial strategies, and the essence of money, highlighting its role in investment vs. speculative cycles, and ETF strategies. He also addresses financial planning with Bitcoin for different life stages, emphasizing the importance of understanding money beyond its face value. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:29 - The key aspects of Bitcoin that most people overlook and why they're crucial for understanding its value. 12:3...
TIP619: The Cable Cowboy: John Malone w/ Kyle Grieve
March 31, 2024 00:00 - 1 hourIn today’s episode, Kyle Grieve discusses the book Cable Cowboy: John Malone and the Rise of the Modern Cable Business. He covers why and how John Malone was such a prodigious creator of value, how he aligned himself with shareholders, how he helped build his monopoly-like business, TCI, how he dealt with competitors and regulators, why he trained Wall Street to see value differently, why Malone despised paying taxes, how Malone engineered deals to enrich himself and shareholder simultaneousl...
TIP618: Stig's Portfolio Performance since 2014 w/ Stig Brodersen & Clay Finck
March 29, 2024 00:00 - 1 hourOn today’s episode, Clay and Stig discuss the performance of Stig’s portfolio over the past 10 years and what he has learned from managing his portfolio over that time. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:02 - How Stig’s portfolio has performed over the past 10 years. 06:29 - Why Stig invested with Mohnish Pabrai. 28:32 - How private investments fit into Stig’s portfolio. 33:53 - Stig’s biggest investment mistakes. 40:17 - Why investing in Alibaba was a mistake. 46:21 - Stig’s big...
BTC175: MicroStrategy Deep Dive w/ Jeff Walton (Bitcoin Podcast)
March 27, 2024 00:00 - 1 hourToday's Bitcoin Fundamentals features Jeff Walton discussing MicroStrategy's finance strategies, including valuation and leveraging Bitcoin. We examine price actions, trading methods, and the impact of traditional finance on BTC futures, offering insights into the intersection of enterprise software and financial engineering. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:41 - The role of MicroStrategy in modern financial strategies. 07:41 - Game theory principles applied to market structure...
TIP617: Improve Your Investing Operating System w/ Vitaliy Katsenelson
March 24, 2024 00:00 - 1 hourKyle Grieve chats with Vitaliy Katsenelson about why we should align ourselves with what we love doing, how stoicism has helped Vitaliy deal with the volatility of negative emotions in the market and life, Vitaliy’s four favorite stoic tools, how to engineer our environments to improve our decision making and decrease costly mistakes, how we can utilize specific modes of communication to foster the learning process, why we should concern ourselves more with the truth and less on being right, ...
TIP616: The Godfather of Influence w/ Dr. Robert Cialdini
March 22, 2024 00:00 - 58 minutesOn today’s episode, Clay is joined by Dr. Robert Cialdini to discuss Charlie Munger’s favorite book – Influence: The Psychology of Persuasion. Dr. Cialdini is a New York Times Best Selling Author of Influence and Pre-Suasion. He is also CEO and President of Influence at Work where they focus on ethical training, corporate keynote program, and the Cialdini Method Certified Trainer program. He received his PhD from the University of North Carolina and post-doctoral from Columbia University. I...
BTC174: Is Bitcoin Property, Currency, or Both? w/ Parker Lewis & Will Cole (Bitcoin Podcast)
March 20, 2024 00:00 - 1 hourJoin us as Parker Lewis & Will Cole delve into Bitcoin's role as property or currency, discuss Bill Ackman's views and Saylor's latest buy. We explore Bitcoin payments, the impact of high rates, and the future of digital authentication. This episode is packed with insights on the evolving cryptocurrency landscape and its broader economic implications. Tune in for a deep dive into the forefront of digital assets. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 11:03 - Bill Ackman's prediction on ...
RWH043: Survive & Thrive w/ Guy Spier: Part 2
March 17, 2024 01:00 - 1 hourIn this episode, William Green chats with renowned hedge fund manager Guy Spier, who has run the Aquamarine Fund since 1997. This conversation has been split into two episodes. Here, in Part 2, Guy shares insights on how to succeed over the long run by avoiding dumb investment behavior, building the right relationships, and recognizing our weaknesses. This is an unusually candid conversation between William & Guy—old friends who collaborated on Guy’s classic book, “The Education of a Value In...
RWH042: Survive & Thrive w/ Guy Spier: Part 1
March 17, 2024 00:00 - 1 hourIn this episode, William Green chats with renowned hedge fund manager Guy Spier, who has run the Aquamarine Fund since 1997. This conversation has been split into two episodes. Here, in Part 1, Guy discusses the art of compounding wealth over decades, drawing on lessons he’s learned from Warren Buffett, downhill ski racers, & his own mistakes. This is an unusually candid conversation between William & Guy—old friends who collaborated on Guy’s classic book, “The Education of a Value Investor.”...
TIP615: Current Market Conditions w/ Richard Duncan
March 15, 2024 00:00 - 1 hourOn today’s episode, Clay is joined by Richard Duncan to discuss current market conditions, whether we’ll see a recession in 2024, the potential for interest rate cuts, and more. Richard Duncan is the author of The Money Revolution: How To Finance The Next American Century. Since beginning his career as an equities analyst in Hong Kong in 1986, Richard has served as global head of investment strategy at ABN AMRO Asset Management in London, worked as a financial sector specialist for the World...
BTC173: Bitcoin Energy Survey and the Speculative Attack w/ Pierre Rochard (Bitcoin Podcast)
March 13, 2024 00:00 - 1 hourIn this episode, Bitcoin OG Pierre Rochard unpacks the Energy Information Survey's halt, its implications, and the mining community's legal victory. We delve into Pierre's thoughts on Senator Warren's initiative, the collective response, and future steps. The discussion also covers Texas' support, the impact of the upcoming halving event, and Pierre's insights on the Bitcoin 'speculative attack'. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:15 - The background and implications of the DOE's...
TIP614: Investing Guardrails: Avoiding Common Mistakes w/ Kyle Grieve and Clay Finck
March 10, 2024 00:00 - 1 hourKyle Grieve and co-host Clay Finck dive deep into how human psychology impacts your investment decisions, why even the best investors fall victim to their own biases, strategies to mitigate common mistakes, how to deal with market timing, leverage, and speculation, why you should focus your time on improving patience, simplifying things, and understanding value, how you can recognize the biases of the market by understanding market cycles, why you should prioritize temperament over intellect,...
TIP613: Stock Market Basics & Financial Independence w/ Clay Finck & Kyle Grieve
March 08, 2024 01:00 - 1 hourOn today’s episode, Clay Finck and Kyle Grieve share why they are so passionate about investing in stocks and why they utilize the stock market to help them achieve financial independence. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:41 - How real-life examples of compounding have influenced Clay & Kyle 11:33 - How the stock market has compounded in the US since the 1950s. 20:50 - Why Clay and Kyle set the financial goal of becoming financially independent. 28:42 - Why Kyle chose to utiliz...
BTC172: Macro Outlook Q1 2024 w/ Luke Gromen (Bitcoin Podcast)
March 06, 2024 01:00 - 1 hourIn this episode, Luke Gromen navigates through Berkshire's $167.6B cash, his 2023 market optimism, US liquidity measures, and escalating real estate loan concerns. He discusses inflation's return, unemployment trends, interest rates, and Bitcoin's impact on energy. The dialogue also touches on the Fed's control illusion, CEO stock sales, Bitcoin's fiscal role, auction failures, QE's return, and treasury yield trends, providing a rich macroeconomic overview amidst evolving market dynamics. IN...
TIP612: Investing In Fear: Profiting From Maximum Pessimism w/ Lauren Templeton
March 03, 2024 01:00 - 55 minutesKyle talks to Lauren Templeton about the many investing and life lessons she learned from investing legend Sir John Templeton, how she sets up her daily life to stay disciplined and avoid biases, how to utilize the scientific method for investing purposes, how we can use lessons from history to improve our decision making today, the importance of utilizing multiple evaluation tools to find great investments, sectors that are facing maximal pessimism today that might be the winners of tomorrow...
TIP611: The Bear Case for China w/ Kyle Bass
March 01, 2024 01:00 - 1 hourOn today’s episode, Clay chats with Kyle Bass, the founder and principal of Hayman Capital Management. Hayman’s first major success came from effectively shorting the housing market in 2008, and Kyle was profiled in Michael Lewis’ book The Big Short. After seeing Chinese stocks drop 20% over the past year, I invited Kyle back onto the show because he has been sounding the alarm bells for years on a market correction in Chinese markets. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:01 - Wh...
BTC171: Bitcoin Tech Update with Alex Leishman (Bitcoin Podcast)
February 28, 2024 01:00 - 53 minutesJoin us with Alex Leishman, River's CEO, for a dive into Bitcoin's ecosystem, discussing Argentina, Bitwise custody, Lightning Network's prospects, Ordinals, equity tokenization, BitVM, ETFs, custody improvements, AI, and institutional custody. We also touch on OTC markets' dynamics. A compact overview of the current and future Bitcoin landscape. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 01:09 - The evolving role of Bitcoin in Argentina's economy and how it's shaping local finance. 10:05 -...
TIP610: Mastermind Q1, 2024 w/ Tobias Carlisle and Hari Ramachandra
February 25, 2024 01:00 - 1 hourIn today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig only owns five individual stocks, and in this episode, he outlines why he is still bullish on Spotify. Hari’s pick, Disney, has recently been extremely volatile, and Tobias pitches Mueller Industries, a value stock trading at an appealing valuation. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 06:25 - Why Hari is bullish on Disney (Ticker: DIS) 12:09 - The bear case of Disney, including increasing competit...
TIP609: Fooled by Randomness by Nassim Taleb
February 23, 2024 01:00 - 1 hourOn today’s episode, Clay reviews Nassim Taleb’s book – Fooled by Randomness. Nassim Taleb is a Lebanon-born American mathematician and statistician whose work concerns problems of randomness, probability, and uncertainty. He’s very well known for his popular books, including The Black Swan, Antifragile, Skin in the Game, and Fooled by Randomness. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro. 01:37 - The role of luck in investing. 04:51 - Biases that get investors into trouble, such as the sur...
BTC170: Bitcoin's Hardware Future w Bob Burnett (Bitcoin Podcast)
February 21, 2024 01:00 - 1 hourBob Burnett shifts from tech executive to Bitcoin mining leader, focusing on innovative, sustainable solutions. He explores Bitcoin's challenges, the significance of ASICs beyond finance, and strategies for navigating regulatory environments. Burnett's insights into future trends and advice for tech entrepreneurs underscore the importance of adaptive strategies and sustainability in the evolving Bitcoin landscape. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:11 - Bob Burnett's journey fro...
RWH041: Ignore the Crowd w/ Super-investor Bruce Berkowitz
February 18, 2024 01:00 - 1 hourIn this episode, William Green chats with famed investor Bruce Berkowitz, whose Fairholme Fund has beaten the S&P 500 by 529 percentage points over 23 years. Bruce, who was named Morningstar’s Domestic Stock-Fund Manager of the Decade in 2009, talks here about the ups & downs of his volatile career, how he changed his investment strategy after three costly losses, why he likes cash as a kind of “financial valium,” & why 80% of his fund is riding on one stock. IN THIS EPISODE, YOU’LL LEARN: 0...
TIP608: Long-Term Compounding w/ Chris Mayer
February 16, 2024 01:00 - 1 hourOn today’s episode, Clay chats with Chris Mayer about long-term compounding and a few of his holdings, including Constellation Software. Chris is well-known for his book, 100 Baggers, and has inspired thousands of readers to become better investors. If you’re interested in investing in multi-baggers, then this episode is a must-listen. Chris is the author of 100 Baggers and the co-founder and portfolio manager of Woodlock House Family Capital. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 03...
BTC169: Bitcoin Changing Africa's Energy and Finance Incentives w/ Alex Gladstein (Bitcoin Podcast)
February 14, 2024 01:00 - 55 minutesAlex Gladstein discusses Bitcoin's impact on Africa, leveraging natural resources for mining to provide electricity and financial stability. Highlighting cases in Malawi and Kenya, he shows how Bitcoin offers a stable currency and supports renewable energy, transforming economic landscapes and promoting sustainable development. This narrative illustrates Bitcoin's potential as a catalyst for empowerment and progress across the continent. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 00:57 - Th...
TIP607: Small But Mighty: Uncovering Smallcap Value w/ Paul Andreola
February 11, 2024 01:00 - 51 minutesKyle talks to Paul Andreola about how he evaluates smallcap stocks, why flipping over as many rocks as possible is such a strong strategy, why to put all your focus on profitable growing businesses, why the PEG ratio is so important for finding great opportunities, the importance of understanding the capital raising process, why value will always succeed in the long term, the current state of microcaps and much, much more! Paul Andreola is a highly successful microcap investor who has been m...
TIP606: Multi-Bagger First Principles w/ Ian Cassel
February 09, 2024 01:00 - 1 hourOn today’s episode, Clay is joined by Ian Cassel to discuss multi-bagger first principles, what he’s learned from investor Tony Deden, and biases he has had to overcome to continue improving as an investor. Ian is a full-time microcap investor and CIO of Intelligent Fanatics Capital Management. He is the founder of MicroCapClub.com and co-founder of the IntelligentFanatics.com. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro. 01:36 - Ian’s investment journaling and reflection process. 06:19 -...
BTC168: Bitcoin Discreet Log Contracts DLC on LN Markets w/ Romain Rouphael (Bitcoin Podcast)
February 07, 2024 01:00 - 1 hourDive into Bitcoin's future with Romain Rouphael: Unpacking his journey from finance to pioneering in Bitcoin research, LN Markets, and DLC Markets. Discover how leveraging Bitcoin for payments and building on its secure infrastructure is changing trading with instant settlements, trustless derivatives, and over $2 billion traded. Learn about the innovation behind LN Markets' fast retail trading and DLC Markets' approach to revolutionizing trustless OTC derivatives. IN THIS EPISODE YOU’LL LEA...
TIP605: Untangling Global Outperformers w/ Dede Eyesan
February 04, 2024 01:00 - 55 minutesOn today’s episode, Kyle talks to Dede Eyesan about investing outside of your home country and what you need to research to improve your circle of competence, why China, India, and Japan have some interesting businesses and which sectors might produce the next outperformers, the strength of monopoly type businesses when searching for outperformers, the characteristics of outperformers that are least difficult to try to identify, interesting insights into iGaming and IT consulting industries, ...
TIP604: Best Quality Idea Q1 2024 w/ Clay Finck & Kyle Grieve
February 02, 2024 01:00 - 1 hourOn today’s episode, Clay and Kyle give an overview of their best quality stock idea for Q1 2024. This quarter, they discuss Evolution AB. Evolution AB is well-known in the world of quality investors. The stock has compounded by over 60% per year over the past 5 years and seems to have a long runway for growth ahead. Clay and Kyle give an overview of why they own the stock and why they like the company's long-term prospects. Disclaimer: At the time of recording, Clay and Kyle both own shares ...
BTC167: How Decentralized is Bitcoin Mining w/ Harry Sudock (Bitcoin Podcast)
January 31, 2024 01:30 - 1 hourDive into the world of Bitcoin mining with expert Harry Sudock. This episode unpacks the complexities of on-chain fee management and the intricacies of over-the-counter transactions on the blockchain. Sudock provides unique insights into the operational strategies of miners, revealing the unseen mechanisms that support blockchain efficiency and stability. An enlightening discussion for anyone interested in the behind-the-scenes of Bitcoin. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 08:23 - ...
TIP603: Richer, Wiser, Happier, Q1 2024 w/ Stig Brodersen & William Green
January 28, 2024 01:00 - 2 hoursOn today’s show, Stig Brodersen talks with co-host William Green, the author of “Richer, Wiser, Happier.” With a strong focus on kindness, they discuss what has made them Richer, Wiser, or Happier in the past quarter. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:26 - What we can learn from the greatest investors about being authentic 16:40 - How to stay true to yourself 25:55 - How we change throughout the stages of our lives 43:44 - If principles are truly timeless 1:00:52 - What Willia...
TIP602: Same as Ever w/ Morgan Housel
January 26, 2024 01:00 - 54 minutesOn today’s episode, Clay is joined by Morgan Housel to discuss his newest book, Same as Ever, and uncover the key themes in financial history that have never changed. Morgan Housel is a partner at The Collaborative Fund. He’s the New York Times Bestselling author of The Psychology of Money and Same As Ever. His books have sold over 4.5 million copies and have been translated into more than 50 languages. He also serves on the board of directors at Markel. IN THIS EPISODE, YOU’LL LEARN: 00:00 ...
BTC166: Bitcoin Custody For Institutions w/ Caitlin Long and Wes Knobel (Bitcoin Podcast)
January 24, 2024 01:00 - 1 hourJoin us in this insightful episode where Caitlin Long of Custodia Bank and Wes Knobel delve into the innovative non-fractional reserve system, the challenges faced with the Federal Reserve, and the dynamic world of cryptocurrency banking. They discuss Custodia's unique approach, its role in the post-Silicon Valley bank crisis landscape, and the evolving challenges and opportunities in cryptocurrency custodianship. This conversation offers a deep dive into the intersection of traditional banki...
RWH040: Go Global w/ Laura Geritz
January 21, 2024 01:00 - 2 hoursIn this episode, William Green chats with Laura Geritz, founder of Rondure Global Advisors, which scours the globe in search of high-quality companies trading at attractive prices in places like India, China, Japan, Thailand, Taiwan, Turkey, Brazil, & Mexico. Here, Laura makes the case for allocating more money to undervalued stocks outside the US. She also discusses her unusual lifestyle, which is built around relentless travel, voracious reading, & abundant time to think. IN THIS EPISODE, ...
TIP601: Junk to Gold by Billionaire Willis Johnson
January 19, 2024 01:00 - 1 hourOn today’s episode, Clay shares his biggest takeaways from reading billionaire Willis Johnson’s book – Junk to Gold. Willis Johnson founded Copart in 1982, and today he is worth over $2.6 billion through his equity ownership in the company. Copart is one of the most impressive businesses we’ve studied. Over the past 30 years, the stock has compounded at over 21% per year, outperforming Microsoft, Adobe, and the majority of other stocks. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 08:15 - ...
BTC165: Bitcoin's 2024 Technical Overview w/ NVK (Bitcoin Podcast)
January 17, 2024 01:39 - 58 minutesDive into Bitcoin's 2024 technical landscape with NVK. We dissect the impact of covenants and CheckTemplateVerify (CTV) on smart contracting and scalability, analyze OP_RETURN's usage, and evaluate the Lightning Network's potential for scaling. We also ponder Layer 2's self-custody significance, tackle block spam concerns with node filters, and delve into transaction developments brought by SegWit and Taproot. Additionally, we discuss BRC20 implications and assess the Mempool's health score. ...
TIP600: Business Durability and Strategy Masterclass with Hamilton Helmer
January 14, 2024 01:00 - 44 minutesOn today’s episode, Kyle talks to Hamilton Helmer about the power of being an educator and how it’s helped him improve at strategy and investing, the differences between power and operational excellence, how he formulated his 7 powers, a deep dive into all 7 powers, updated case studies of some of the powers, why barriers are so important when benefits are much easier to find. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:41 - How Hamilton uses his knowledge of strategic consulting to inve...
TIP599: Top Stocks for 2024 w/ Jonathan Boyar
January 12, 2024 01:00 - 51 minutesOn today’s episode, Clay is joined by Jonathan Boyar. They discuss his firm’s most recent release of The Forgotten Forty, which outlines their 40 best stock ideas for 2024. Jonathan Boyar is president of Boyar’s Intrinsic Value Research, an independent equity research boutique established in 1975 that counts some of the world’s largest sovereign wealth funds, hedge funds, mutual funds, and family offices as subscribers. He is also a principal of Boyar Asset Management, which has been managing...
BTC164: Bitcoin & Real Estate w/ Leon Wankum
January 10, 2024 02:00 - 55 minutesIn this insightful episode, real estate expert Leon Wankum delves into the evolving landscape of asset investments. We discuss how Bitcoin could redefine real estate's value, comparing traditional and digital asset strategies. Leon shares his thoughts on Bitcoin's influence on property prices, its role as a new monetary standard, and potential shifts in real estate financing. A must-listen for anyone interested in the intersection of Bitcoin and real estate. IN THIS EPISODE YOU’LL LEARN: 00:...
RWH039: Optimal Performance w/ Daniel Goleman
January 07, 2024 01:00 - 1 hourIn this episode, William Green brings back Daniel Goleman, author of “Emotional Intelligence,” an iconic book that’s sold over 5 million copies. Here, Dan talks about his new book, “Optimal: How to Sustain Personal & Organizational Excellence Every Day.” He explains how to master the skills of emotional intelligence to become more productive, more effective, calmer, & happier. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 04:55 - Why Daniel Goleman seeks sustainable excellence, not a “flow” ...
TIP598: A Tribute to Charlie Munger
January 05, 2024 01:00 - 51 minutesOn today’s episode, Clay shares a tribute to Charlie Munger since we just crossed what would have been his 100th birthday on January 1st, 2024. Charlie Munger was vice chairman of Berkshire Hathaway, the conglomerate controlled by Warren Buffett. Buffett described Munger as his closest partner and right-hand man. At the time of his death, Munger had an estimated net worth of $2.6 billion. Charlie has had an enormous impact on the value-investing community, and this episode is dedicated to h...
We Study Billionaires by The Investor's Podcast Network (Trailer)
January 03, 2024 06:34 - 1 minuteWe Study Billionaires podcast, hosted by Stig Brodersen, Preston Pysh, William Green, Clay Finck, and Kyle Grieve, is the flagship podcast of The Investor’s Podcast Network, with more than 100 Million downloads. On the show, they interview and study famous financial billionaires including Warren Buffett, Charlie Munger, Howard Marks, and Bill Gates, and they teach you what they learn and how you can apply their investment strategies in the stock market. Leverage the lessons we learned from st...
BTC163: A Bitcoin HVAC & Hot Water System in the House w/ Michael Schmid (Bitcoin Podcast)
January 03, 2024 01:00 - 1 hourIn this insightful episode, we dive into the dual role of Bitcoin mining rigs in both generating cryptocurrency and heating water at home. Our guest, a skilled Bitcoin engineer, shares the technical nuances and environmental considerations of his unique setup. The conversation also analyzes the strategic consequences of the Red Sea conflict, discussing its profound effects on international trade, maritime security, and the stability of the US dollar in global finance. IN THIS EPISODE, YOU’LL...
TIP597: Darwin's Investing Lessons w/ Kyle Grieve
January 02, 2024 01:00 - 1 hourOn today’s episode, Kyle shares the lessons he learned from reading What I Learned About Investing From Darwin by Pulak Prasad. The book is authored by Pulak Prasad, an investor out of India who helps run Nalanda Capital. From 2007 to 2022, they compounded their capital at 19% per annum turning 1 rupee into 13.8 rupees during that time sample!! But more important than their track record is the unique ways they run their fund. The book illuminates 3 key principles that Nalanda uses for its ...
TIP596: Building Wealth Through High-Quality Stocks w/ Stig Brodersen and Clay Finck
December 31, 2023 01:00 - 1 hourOn today’s show, Stig Brodersen talks with co-host Clay Finck. They outline how and why you should invest in high-quality businesses. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:43 - How to identify the best businesses 06:00 - Why you need to focus on barriers of entry when assessing a stock 06:44 - Why competition is for losers 18:28 - When management is important and not important in high-quality investing 23:07 - How you want the management to be compensated 24:41 - Why insider owners...
TIP595: Stock Market History & The AI Bubble w/ Jamie Catherwood
December 29, 2023 01:00 - 56 minutesOn today’s episode, Clay is joined by financial history expert, Jamie Catherwood, to discuss market forecasting, interest rates, and the efficiency of markets from a historical perspective. Jamie Catherwood is a Client Portfolio Specialist at O'Shaughnessy Asset Management and also the author of the popular blog, Investor Amnesia. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:35 - Why we shouldn’t try to make market forecasts. 04:56 - Psychological biases that play into why investors are p...
BTC162: The Free Speech Solution - Primal's Miljan Braticevic (Bitcoin Podcast)
December 27, 2023 01:03 - 1 hourIn the podcast 'The Free Speech Solution' with Miljan Braticevic, we explore Nostr's role in free speech and its unique aspects. The discussion covers why Nostr is pivotal, its ecosystem, and Primal's user-focused approach, featuring an integrated wallet and open-source stack. Key topics include Zaps, reshaping content publishing, content moderation in open networks, Primal Wallet's innovations, and partnerships. Insights into Nostr's current technical challenges and entrepreneurial lessons, ...
RWH038: The $2.6 Trillion Man w/ Rick Rieder
December 24, 2023 01:00 - 1 hourIn this rare, in-depth interview, William Green chats with super investor Rick Rieder, who oversees about $2.6 trillion at BlackRock, the world’s largest asset manager. Rick, who probably manages more money than any other investor on Earth, has an enormous range of responsibilities: he’s BlackRock’s chief investment officer of Global Fixed Income, head of the firm’s Global Allocation Investment Team, and chairman of the firm-wide BlackRock investment council. A true titan of the investing wor...
TIP594: Contrarian Investing & Sir John Templeton w/ Scott Phillips
December 22, 2023 01:00 - 1 hourOn today’s episode, Clay is joined by Scott Phillips to discuss how to invest during times of max pessimism. Scott is married to and manages money with Lauren Templeton, who is Sir John Templeton’s great-niece. Sir John was one of the greatest international investors of the 20th century and the master of finding pockets of the market that were most distressed and offered the highest level of asymmetric returns. Scott Phillips is a Principal and Chief Investment Officer at Templeton and Philli...