We Study Billionaires - The Investor’s Podcast Network

The Investor's Podcast Network
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45 snips
Jan 7, 2026 • 1h 11min

TECH012: Monthly Tech Roundup – Data Centers in Space, AI5 Chip, Tesla vs. Waymo w/ Seb Bunney (Tech Podcast)

Seb Bunney, an author and tech commentator, joins to unpack the fascinating intersection of AI, Bitcoin, and space technology. They delve into AI safety and the risks of centralization in corporate structures. Bunney discusses how Bitcoin could instill accountability, while the duo debates the implications of AGI on governance. They explore Elon Musk's advances, from Tesla's AI chips to SpaceX's cost-saving innovations. The conversation emphasizes the need for generalist thinking in navigating the unfolding tech landscape.
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136 snips
Jan 4, 2026 • 1h 27min

TIP781: My Portfolio & Current Market Conditions w/ Clay Finck & Stig Brodersen

Clay Finck, an investor and host at TIP, shares his investment journey and philosophy. He discusses his recent portfolio additions, including Meta and Interactive Brokers, highlighting their long-term potential. The conversation dives into how narratives can distort intrinsic value and the importance of partnering with exceptional founders. Clay also emphasizes the necessity of position sizing and the impact of international markets on investment strategy. He ties in life lessons from investing, advocating for happiness and strong relationships over mere profit.
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77 snips
Jan 2, 2026 • 1h 33min

TIP780: Top Stocks for 2026 w/ Shawn O'Malley, Daniel Mahncke, & Clay Finck

Shawn O'Malley, co-host of the Intrinsic Value Podcast, discusses why he's bullish on Exor N.V., offering proxy exposure to Ferrari, and detailing its significant NAV discount. Daniel Mahncke shares insights on MercadoLibre, highlighting its dominance in Latin American e-commerce and fintech, along with its impressive growth and unique logistics strategy. They also touch on Clay Finck's pitch for Meta, examining its advertising strengths and AI advancements, while addressing concerns about capital expenditures and growth sustainability.
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58 snips
Dec 31, 2025 • 48min

TECH011: The History of AI and Chatbots w/ Dr. Richard Wallace (Tech Podcast)

Dr. Richard Wallace, a trailblazer in AI and creator of the ALICE chatbot, shares his fascinating journey from the 1990s to today's AI landscape. He reveals how a New York Times article sparked his passion and discusses the revolutionary design behind ALICE, incorporating minimalist robotics. Wallace delves into the philosophical underpinnings of the Turing Test and critiques modern AI’s learning methods. He also explores the potential of neurosymbolic AI in medical predictions and reflects on the surprising similarities in human and chatbot language.
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117 snips
Dec 28, 2025 • 2h 15min

TIP779: Richer, Wiser, Happier Q4 2025 w/ Stig Brodersen & William Green

Stig and William explore the transformative power of the subconscious mind and the importance of gratitude in a chaotic world. They discuss techniques to tap into flow states for heightened intuition and success. William shares his eye-opening experience of being hypnotized, revealing how clear messages can cut through mental noise. Delving into universal human desires, they reflect on our need for love, appreciation, and compassion. The conversation encourages embracing adversity as a tool for personal growth and offers practical steps for fostering a mindset of abundance.
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130 snips
Dec 26, 2025 • 1h 3min

TIP778: How My Thinking About Investing Evolved in 2025 w/ Kyle Grieve

Kyle Grieve shares key investing lessons from 2025, highlighting the concept of 'strong convictions, weakly held.' He emphasizes the importance of customer loyalty as a signal of business stability and discusses the value of hands-on research to uncover insights. Reflecting on emotional misjudgments, he warns against unmanaged emotions in investing. Additionally, he reveals how company culture and founder traits can predict long-term success, stressing the need for patience and focus on downside risks in investment strategies.
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166 snips
Dec 24, 2025 • 58min

TECH010: The Real Robotics Timeline w/ Ken Goldberg (Tech Podcast)

Ken Goldberg, a leading robotics researcher and founder of Ambi Robotics, dives into the challenges of robotics today. He addresses concerns about a disconnection between advanced AI language models and the physical manipulation capabilities of robots. Goldberg explains why tasks like tying shoelaces are still out of reach for robots, discusses the importance of tactile sensing in robotics, and highlights how simpler grippers can outperform complex robotic hands. He also sheds light on the vast data gap that hinders progress in this field and emphasizes the engineering behind real-world robotic applications.
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179 snips
Dec 21, 2025 • 2h

RWH064: A Soulful Path To Stellar Returns w/ Nima Shayegh

Nima Shayegh, hedge fund manager and founder of Rumi Capital Partners, shares insights from his mentor Lou Simpson and his unique investing philosophy. He discusses the importance of intuition and the essence of qualitative assessments over mere numbers. Nima emphasizes the value of resilience in businesses and the need to ignore market noise. He also highlights lessons learned from Charlie Munger, compares investing to surfing for self-reliance, and explains why he named his firm after 13th-century mystic Rumi, reflecting on how humility sharpens one's investment perception.
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77 snips
Dec 19, 2025 • 1h 10min

TIP777: The 1999 Dot-Com Bubble w/ Clay Finck

Explore the wild ride of the dot-com bubble, driven by distorted incentives and speculative excess. Discover how stock options misaligned executive motivations and led to financial engineering abuses. Delve into the rise and fall of tech stocks like Amazon and eBay, revealing that visionary technology doesn’t always mean sound investments. Learn about Enron's role in showcasing market failures and the ensuing regulatory reforms. Most importantly, gain insights on avoiding future speculative manias and the importance of financial literacy.
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144 snips
Dec 17, 2025 • 1h 9min

TECH009: Data Centers in Space, AI Education, Haptic Touch Robotics and More w/ Seb Bunney

Seb Bunney, a tech and finance commentator, shares his insights on cutting-edge technologies. He discusses personalized health using genetic data for custom supplements, and how AI can revolutionize education through personalized learning initiatives. The potential of Google's space data centers is explored, highlighting challenges like latency and space debris. They also delve into haptic touch technology's future in robotics and virtual reality, alongside the ethical implications of AI bias, and philosophical musings on simulation vs. reality.

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