We Study Billionaires - The Investor’s Podcast Network

The Investor's Podcast Network
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39 snips
Dec 14, 2025 • 1h 20min

RWH063: Avoid Disaster w/ Howard Marks

In a captivating discussion, Howard Marks, co-founder and co-Chairman of Oaktree Capital, shares his investment wisdom gleaned from decades in the industry. He emphasizes the importance of steady excellence over chasing high returns, drawing parallels between investing and tennis. Howard highlights the significance of risk posture in portfolios and warns against overly optimistic tech investments, comparing today's market euphoria to the dotcom bubble. He also reflects on balancing work with personal life, making thoughtful choices rather than succumbing to the frenzy of wealth accumulation.
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33 snips
Dec 12, 2025 • 1h 22min

TIP776: Stig Brodersen’s Mental Models & Portfolio Update

Stig Brodersen, co-founder of The Investor's Podcast Network and a seasoned value investor, shares his latest portfolio insights, including why he exited Evolution AB at a loss and his bullish outlook on Uber. He delves into the mental models he's adopted, emphasizing operational leverage and the potential of platforms like Uber. Stig also discusses the challenges and opportunities in the AI space, Alphabet's role, and highlights the importance of understanding your investment 'pond.' Don't miss his tips on joining live events!
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128 snips
Dec 10, 2025 • 1h

BTC256: Bitcoin Market Sentiment and Liquidity Cycles w/ Andy Edstrom (Bitcoin Podcast)

In this engaging conversation, Andy Edstrom, an author and investor specializing in Bitcoin, dissects the ups and downs of Bitcoin treasury companies, highlighting the underperformance of firms like MicroStrategy. He discusses the complexities of Bitcoin-backed stablecoins and the solvency risks involved. Andy also shares insights on the adoption challenges facing Bitcoin and explores how emerging technologies like AI impact financial trends. With predictions on Bitcoin’s market cycles, he weighs the potential for stability versus further volatility.
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100 snips
Dec 7, 2025 • 1h 3min

TIP775: Why Your Valuation Metrics Might Be Lying to You w/ Kyle Grieve

Kyle Grieve dives into the intricacies of evaluating investments, debunking four common myths in the process. He emphasizes the importance of understanding GAAP versus non-GAAP numbers and how intangible investments can turn financial losers into winners. The discussion includes using algorithms and checklists for consistency in decision-making and highlights the Rule of 40 as a benchmark for growth quality. Grieve also sheds light on predicting market behavior and the survival rates of public companies, stressing the need for caution in investment choices.
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73 snips
Dec 5, 2025 • 1h 30min

TIP774: Being Greedy While Others are Fearful w/ Shawn O'Malley

Shawn O'Malley, host of The Intrinsic Value Podcast and an investor specializing in stock analyses, joins the discussion and shares insights from his investing journey. He highlights the performance of his Intrinsic Value Portfolio, focusing on big tech stocks like Uber and Adobe. Shawn explains his strategies for retail investments like Nike and Lululemon, emphasizing brand loyalty. He is optimistic about Adobe despite market fears and details his rigorous research process, blending analysis with innovative tools like ChatGPT.
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103 snips
Dec 3, 2025 • 1h 14min

TECH008: Emerging Tech Overview: Driverless Cars, Image Generation, Energy Infrastructure w/ Seb Bunney (Tech Podcast)

Seb Bunney, an author and tech commentator, dives into the fascinating world of AI, focusing on topics like Tesla's FSD 14.2 advancements and the ethical dilemmas surrounding autonomous decision-making. He discusses the potential of biologically-inspired artificial neurons and how brain-computer interfaces might revolutionize AI and prosthetics. The conversation touches on the energy demands of AI, the rise of AI-generated content, and the societal risks associated with tech-enhanced capabilities, highlighting the need for manual trades as a buffer against AI disruption.
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202 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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148 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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78 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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187 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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