We Study Billionaires - The Investor’s Podcast Network

Alex Gladstein, Chief Strategy Officer at the Human Rights Foundation, discusses Bitcoin's surprising role in the fight for human rights. He explains why self-custody is vital for financial freedom and how grassroots movements are challenging established power dynamics. The talk highlights Bitcoin's uses in humanitarian efforts during crises and its ability to disrupt corrupt systems. Gladstein also examines the impact of rising financial surveillance and reflects on the lack of awareness regarding global monetary injustice in the West.

In this engaging discussion, Christopher Begg, CEO & CIO of East Coast Asset Management and esteemed Columbia Business School instructor, shares his insights on navigating market volatility. He advocates for leveraging volatility as an opportunity while emphasizing the importance of temperament in investment success. Begg also highlights the potential of Tesla for extraordinary returns and introduces 'Value 3.0' in investing. Additionally, he reveals how the Piper 66 Challenge nurtures positive habits and stresses the importance of a balanced life across various domains.

Dive into the world of decision-making with insights from a professional poker player. Learn how to distinguish quality decisions from mere outcomes, a concept known as 'resulting.' Embrace probabilistic thinking to improve your choices, and discover practical tools like backcasting and premortems to navigate uncertainty. Explore the dangers of cognitive biases and the importance of building a truth-seeking support system to refine your judgment. This engaging discussion ties together lessons from poker and investing for better decision-making.

Join Perianne Boring, founder of the Chamber of Digital Commerce, and Brian Estes, a Bitcoin advocate, as they dive into the evolving landscape of digital assets. They discuss the implications of the recent White House Digital Asset Summit and the challenges of stablecoin legislation. With insights on market trends, regulatory impacts, and the potential of Bitbonds, they explore how political shifts are forging a new path for crypto innovation. Plus, hear about the documentary 'Thank God For Bitcoin' and its educational outreach.

Discover the power of simplicity in investing as Kyle Grieve reveals the core principles from Mohnish Pabrai's teachings. Learn why acquiring existing businesses often trumps starting new ones and how distressed assets can be transformed into goldmines. Delve into the importance of hidden moats and how focusing on fewer, high-quality investments can yield greater returns. Explore the unique strategies behind well-known companies like Costco and get insights on evolving your sell strategy with the changing quality of your investments.

Niklas Sävås, a senior equity analyst at Redeye AB, dives into the intriguing world of serial acquirers—companies that thrive by strategically purchasing others. He discusses why these businesses can outperform market norms, emphasizing best practices that lead to successful acquisitions. Sävås highlights the crucial factors of cash flow and competitive advantage while explaining the unique dynamics of acquisitions in both Nordic and US markets. He also touches on the challenges these acquirers face and the significance of organic growth.

In this engaging discussion, Wall Street veteran James Lavish shares his insights on tariffs under Trump and their reverberations across markets. He highlights how these tariffs create game theory scenarios impacting equities, fixed income, and Bitcoin. Lavish also addresses global trade imbalances, China’s bond selloff, and the end of globalism. Additionally, he examines why inflation hurts lower-income individuals and discusses Bitcoin's emerging role as a hedge in today’s chaotic economic landscape.

In this enlightening discussion, Stig Brodersen shares 20 impactful pieces of wisdom, encouraging listeners to step out of their comfort zones and embrace vulnerability. He reflects on the power of language and travel for personal growth, while emphasizing the need for authenticity in relationships. The conversation navigates the balance between dreams and reality, stress-testing ambitions against real limitations. Finally, it tackles the importance of understanding different perspectives in today's divided world, urging meaningful dialogues.

In this engaging conversation, Arif Karim, a seasoned Co-Portfolio Manager at Ensemble Capital with over 25 years in investing, shares insights on Netflix and Ferrari. He discusses Netflix’s evolving strategies to combat subscriber growth challenges and the importance of its competitive moat. Arif also highlights Ferrari’s unique market position and adaptability, especially during economic downturns. He delves into both companies' valuation approaches, emphasizing innovation and resilience as key to success in fluctuating markets.

Jesse Myers, Chief Investment Officer at OnRamp and a Stanford neuroscience grad, delves into MicroStrategy’s new preferred stock strategy. He discusses how this move affects Bitcoin’s role on the company’s balance sheet. Jones offers intriguing insights into Bitcoin’s potential for financial disruption and the significance of appreciating scarcity in investments. He also addresses misconceptions about the economic landscape and speculates on a looming 'debt event horizon'. Plus, he shares his thoughts on influential figures like Elon Musk and the future of the economy.