We Study Billionaires - The Investor’s Podcast Network

Matthew Pines, a member of the Bitcoin Policy Institute with deep insights into Washington, D.C., joins for a thought-provoking discussion. They tackle the Genius Act and its potential to reshape stablecoin regulations, emphasizing its disruption of traditional banking. The conversation shifts to the U.S. trade deficit and Bitcoin's role in financial markets. Pines also highlights the upcoming Bitcoin Policy Summit, which aims to influence national Bitcoin policies amid evolving global dynamics.

Dive into the fascinating world of Coca-Cola’s rise as a global giant through innovative strategies and strong leadership. Discover its enduring competitive edges that make it a powerhouse. Uncover the transformative impact of CEO Roberto Goizueta and learn what captured Warren Buffett’s interest. Explore the psychology behind Coca-Cola's unforgettable brand and its clever marketing tactics. Gain insights into how effective capital allocation and resilience shape its ongoing success in the market.

James and Abigail Zimmerman, father-daughter investors at Lowell Capital, share their insights into the world of cash-generating businesses. They emphasize the importance of free cash flow yield as a guiding metric and discuss how strong balance sheets can weather market storms. The duo explains navigating their circle of competence and the need for simplicity in investment strategies. They also highlight how to discern management alignments and the risks posed by certain retailers, providing a comprehensive view for aspiring investors.

Jack Mallers, CEO of Strike and founder of 21, dives into the exciting launch of Twenty One Capital, discussing its unique approach to Bitcoin investment compared to traditional options like MicroStrategy. He shares insights on how strategic partnerships with Tether and SoftBank aim to boost global Bitcoin adoption. The conversation tackles the innovative borrowing and lending structures at Strike, addressing lessons learned from past crypto failures and emphasizing transparency. Mallers also highlights the future of Bitcoin as a tool for financial sovereignty.

This special episode celebrates Warren Buffett's legacy as he steps down from Berkshire Hathaway. Experts share what makes the annual meeting a joyful experience and highlight Buffett's values and virtues. Learn how his concentrated bets shaped wealth creation, and discover key lessons on investing great businesses. Guests reveal personal anecdotes about their encounters with Buffett and the enduring influence of his teachings. They emphasize the importance of resilience, ethical management, and the unique culture at Berkshire Hathaway.

Discover the ins and outs of Booking Holdings, the world's largest travel company. Clay and Kyle delve into its competitive strategies, including a unique asset-light model and a strong network effect. They compare it to rivals like Airbnb and Expedia, examining market dynamics and user experiences. The podcast also highlights CEO compensation trends and adaptive management incentives. With insights on financial performance and growth opportunities, it’s a fascinating discussion for anyone interested in the travel industry and investment prospects.

Andy Edstrom, a traditional financial investing expert, dives deep into Bitcoin's impact on corporate finance. He discusses how Michael Saylor views Bitcoin as a lifeline for struggling companies and explores the strategic evolution of Bitcoin treasury allocations. Edstrom outlines MicroStrategy's innovative financial strategies and the risks associated with Bitcoin-backed leverage. Additionally, he highlights Wall Street's shifting perspective on Bitcoin investments and evaluates the emerging role of institutional players in a rapidly changing landscape.

Warren Buffett, the legendary Chairman and CEO of Berkshire Hathaway, shares his insights alongside Clay Finck and Kyle Grieve after the annual shareholders meeting. They discuss Buffett’s retirement announcement and how his management style contrasts with successor Greg Abel’s. The trio dives into the significance of surrounding oneself with supportive individuals and the art of timing in investment decisions. They also explore Berkshire's recent moves in Japan and what to consider when investing in emerging markets, emphasizing a balanced approach of patience and swift action.

Discover the contrarian investing approach of Anthony Bolton, who stresses the power of sentiment analysis and robust research. The discussion highlights key traits of successful fund managers and the strength found in incomplete knowledge. Learn simple methods for evaluating portfolio conviction and what to do when investments falter. The importance of assessing business risk through bond prices and the value of managerial insights are also explored. Plus, Bolton shares three major mistakes and the lessons they imparted on his investing journey.

Parker Lewis, author of "Gradually, Then Suddenly" and Bitcoin advocate, dives into Bitcoin's pivotal role in the global economy. He highlights Texas's legislative efforts to support Bitcoin mining and energy grid reliability. The conversation explores Zaprite’s innovations for seamless Bitcoin payments and the potential for Bitcoin to become a global reserve currency. They also tackle the implications of CBDCs and emphasize Bitcoin as a unique monetary standard, positioning it as essential in navigating today's financial landscape.