We Study Billionaires - The Investor’s Podcast Network

The Investor's Podcast Network
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20 snips
Nov 30, 2025 • 1h 5min

TIP773: How Systems and Simple Math Shape Better Investing w/ Kyle Grieve

Discover the power of mental models like feedback loops and kill criteria in shaping investment strategies. Learn how to manage uncertainty using the cone of uncertainty for position sizing. Explore the impact of scale on business behavior, revealing hidden risks during rapid growth. Uncover both visible and hidden forms of compounding that drive returns. Kyle Grieve emphasizes the importance of understanding randomness and regression to the mean for successful investing. These insights aim to refine decision-making and enhance long-term portfolio positioning.
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85 snips
Nov 28, 2025 • 1h 4min

TIP772: How Great Compounders Turn Time Into a Superpower w/ Kyle Grieve

Kyle Grieve breaks down the secrets behind elite compounders and their remarkable ability to generate immense returns, even at high valuations. He explores why some companies deserve premium pricing and highlights the importance of two key reinvestment strategies. The discussion touches on the role of decentralized cultures in driving success, particularly in Swedish businesses known for serial acquisitions. With insights on resilience and the significance of niche markets, this chat uncovers the surprising ingredients that turn time into a true superpower for investors.
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34 snips
Nov 26, 2025 • 1h

BTC255: Bitcoin Is For Everyone w/ Natalie Brunell (Bitcoin Podcast)

Journalist and podcaster Natalie Brunell, known for her book *Bitcoin Is for Everyone*, shares her immigrant story and how the 2008 financial crisis shaped her journey into Bitcoin advocacy. She discusses Bitcoin's role as a beacon of hope in a flawed financial system and emphasizes the importance of educating future generations about sound money. Natalie also explains Bitcoin's volatility through systemic issues and highlights the need for individual empowerment over institutional control, making complex concepts accessible for beginners.
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160 snips
Nov 23, 2025 • 1h 10min

TIP771: Money Masters Of Our Time w/ Kyle Grieve

Kyle Grieve dives into investment strategies from the book Money Masters Of Our Time. He explores Warren Buffett’s ideas on 'controlled greed' and finding your craft. The discussion includes unique approaches to investing in unloved stocks and identifying entry points during market events. Emphasis is placed on focusing on truths over biases and using metaphors in decision-making. From Philip Fisher's criteria for choosing businesses to insights on emerging markets and dividend strategies, it's a treasure trove for aspiring investors!
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117 snips
Nov 21, 2025 • 57min

TIP770: Mastering the Markets w/ Andrew Brenton

In this engaging discussion, Andrew Brenton, CEO of Turtle Creek Asset Management, shares insights from his impressive investment journey, boasting an average annual return of 18.8%. He delves into market efficiency, claiming it's currently decreasing due to structural shifts. Andrew highlights his investment theses on Floor & Decor, praising its model and competitive advantage, and Kinsale Capital, noting its unique underwriting and disciplined growth strategy. He emphasizes the importance of patience and analysis in weathering market fluctuations.
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258 snips
Nov 19, 2025 • 1h 3min

BTC254: Bitcoin & Macro Overview w/ Luke Gromen Q4 2025 (Bitcoin Podcast)

In this discussion, Luke Gromen, the founder of FFTT LLC and a macro strategist, dives into the precarious state of U.S. finances and emerging global economic trends. He highlights the risks tied to short-term debt issuance and Japan's shifting dynamics. The conversation explores how Bitcoin serves as a warning signal for liquidity tightening, while gold's allure grows amid geopolitical tensions. Luke also examines the unexpected challenges in the tech sector and the implications of changing energy demands on inflation.
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60 snips
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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89 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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134 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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18 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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