We Study Billionaires - The Investor’s Podcast Network

The Investor's Podcast Network
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Nov 16, 2025 • 1h 9min

TIP769: How Home Depot’s Founders Built a $300 Billion Company from the Ground Up w/ Kyle Grieve

Dive into the incredible rise of Home Depot, where founders Bernie Marcus and Arthur Blank transformed setbacks into a billion-dollar opportunity. Learn how a failed funding deal and a competitor's store influenced their vision. Discover the brand's unique warehouse aesthetic and the $2 promotional tactic that skyrocketed its popularity. Explore the critical management lessons from Sears and how everyday low pricing reshaped their strategy. Ultimately, unveil the four key pillars that fueled Home Depot's long-term success and cultural principles that remain relevant today.
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41 snips
Nov 14, 2025 • 1h 7min

TIP768: Best Quality Stock Idea Q4 2025 w/ Clay Finck

Discover why Interactive Brokers is Clay Finck's top stock pick for Q4 2025. Delve into Thomas Peterffy's inspiring journey from Hungary to revolutionizing brokerage services. Learn how IBKR leverages automation to maintain a competitive edge, achieving remarkable profit margins. Explore its ambitious plans to expand from 4 million to 20 million accounts, and why it's likened to a tech company. Lastly, examine key risks and growth expectations that investors should keep an eye on.
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89 snips
Nov 12, 2025 • 54min

BTC253: Quantum Computing and Bitcoin w/ Charles Edwards (Bitcoin Podcast)

In this engaging discussion, Charles Edwards, an expert on Bitcoin and quantum computing, breaks down the fundamentals of quantum tech and its rapid developments. He highlights how advances could threaten Bitcoin's encryption within just five years, urging immediate action from the crypto community. The conversation covers the distinction between physical and logical qubits, real-world applications, and the critical need for migration strategies like BIP360 to ensure security. They also explore the role of AI in accelerating quantum development and the urgency for collaborative efforts to safeguard Bitcoin.
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17 snips
Nov 9, 2025 • 1h 27min

TIP767: Mastermind Discussion Q4 2025: Sanofi, Remitly & Crocs w/ Stig Brodersen, Tobias Carlisle, and Hari Ramachandra

Hari Ramachandra, a savvy investor and analyst, advocates for Sanofi, highlighting its promising pipeline in vaccines and immunology. He addresses potential concerns like patent cliffs while touting Sanofi as a defensive play. Tobias Carlisle, a value investor, passionately pitches Crocs, discussing its attractive valuation, strong free cash flow, and the implications of its Hey Dude acquisition. The hosts also delve into Remitly's competitive edge in digital payments and explore the strategic challenges it faces in expanding its services.
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42 snips
Nov 7, 2025 • 1h 2min

TIP766: Intelligent Fanatics: How Great Business Leaders Win w/ Clay Finck

Discover the intriguing concept of Intelligent Fanatics, visionary leaders who empower their teams and build resilient companies. Clay dives into the remarkable journeys of leaders like Herb Kelleher and Les Schwab, emphasizing how their cultures and innovative strategies drive long-term success. Explore how frugality, integrity, and an employee-first mindset create unbeatable competitive advantages. Learn about the importance of focus, simplicity, and productive paranoia in sustaining greatness, along with key traits to look for when investing.
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104 snips
Nov 5, 2025 • 1h 11min

TECH007: Longevity Roadmap w/ Seb Bunney (Tech Podcast)

In this engaging discussion, Seb Bunney, an author and longevity expert, sheds light on the science of aging and the potential for extending human healthspan. He outlines how reclassifying aging as a disease could revitalize research funding. The conversation digs into Yamanaka factors that may reverse cellular aging and the role of sirtuins in longevity. Additionally, they explore how AI can transform regenerative medicine. Lastly, Seb contemplates the philosophical implications of living longer versus living better.
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93 snips
Nov 2, 2025 • 1h 8min

TIP765: What the World’s Great Philosophers Can Still Teach Us About Wealth and Wisdom w/ Kyle Grieve

Dive into a fascinating exploration of how timeless philosophical concepts apply to investing. Discover Spinoza's take on emotional self-mastery as a key to success, and how Nietzsche connects integrity with investment strategies. Hume's skepticism sharpens decision-making, while Voltaire challenges conventional market beliefs. Pascal's insights on luck remind us of the role chance plays. Finally, Bruce Lee's idea of adaptability offers a fresh perspective on personalizing investment strategies for better outcomes.
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43 snips
Oct 31, 2025 • 1h 31min

TIP764: The Art of Buffett w/ Tobias Carlisle

Tobias Carlisle, founder of Acquirers Funds and author, dives into Warren Buffett's investing strategies and the wisdom of The Art of War. He reveals why the General Re deal was a strategic triumph and how Buffett's investment in BNSF defies conventional logic. Carlisle contrasts Buffett's successes with IBM's setbacks and showcases Apple as a hallmark of shrewd investing. He also discusses the significance of ethical behavior and adaptability in finance, arguing that Berkshire Hathaway is a less risky investment compared to the S&P 500.
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62 snips
Oct 29, 2025 • 55min

TECH006: Open-Source AI That Protects Your Privacy w/ Mark Suman (Tech Podcast)

Mark Suman, co-founder of Maple AI, discusses his journey from Apple to building privacy-first AI. He highlights the importance of verifiable AI and the threats of centralized models capturing user thought processes. Mark elaborates on how Maple AI uses secure enclaves and attestation to maintain user privacy while ensuring efficiency. He shares insights on the future of private AI, the potential for decentralized systems, and the challenges ahead, all while emphasizing that inference speed is the new battleground in the AI landscape.
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251 snips
Oct 26, 2025 • 2h 7min

RWH062: Bubble Warning w/ Jim Grant

Jim Grant, founder of Grant’s Interest Rate Observer and a veteran financial historian, delivers a cautionary perspective on current market exuberance. He critiques Bitcoin's safety and warns against the hype surrounding private equity. Grant predicts a crash akin to past bubbles fueled by the AI boom and highlights the persistent threat of inflation tied to human behavior. He expresses concern over gold's surging value and offers insights into Federal Reserve dynamics and global debt risks, emphasizing the importance of historical context in financial understanding.

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