We Study Billionaires - The Investor’s Podcast Network

The Investor's Podcast Network
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56 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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45 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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125 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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320 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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63 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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155 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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112 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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82 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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208 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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