We Study Billionaires - The Investor’s Podcast Network

The Investor's Podcast Network
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56 snips
Aug 31, 2025 • 1h 3min

TIP749: Unlocking Hidden Investing Secrets From Basic Science w/ Kyle Grieve

Discover how principles from physics and biology can transform investment strategies. Learn how relativity allows for diverse perspectives on opportunities. Explore inertia's role in identifying which businesses thrive or struggle over time. Understand how momentum builds powerful business flywheels, while leverage can either accelerate growth or pose risks. Delve into niche market advantages and the critical importance of aligning incentives to mitigate investment risks.
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74 snips
Aug 29, 2025 • 1h 3min

TIP748: The Netflix Playbook: Fewer Rules, Greater Results w/ Kyle Grieve

Discover how Netflix's groundbreaking culture outperformed Blockbuster by embracing fewer rules and greater freedom. Learn about talent density and why it's key for innovation. Find out how candor accelerates decision-making and builds trust within teams. Explore Netflix's unique feedback framework and its approach to retaining top talent through transparency. Understand why leading with context instead of control fosters lasting creativity in an ever-evolving market.
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97 snips
Aug 27, 2025 • 54min

BTC249: The Convergence of Bitcoin, AI, and Energy w/ Rod Roudi (Bitcoin Podcast)

Rod Roudi, a Bitcoin innovator from Bitcoin Park in Nashville, dives into the latest advancements in Bitcoin technology, including the ARK protocol and new mining hardware from Block. He discusses the critical nature of custody solutions for Bitcoin treasuries and the balance between institutional needs and community values. With insights into upcoming summits focused on Bitcoin, AI, and energy, Rod highlights how these realms are converging and transforming industry standards. Expect a vibrant future for Bitcoin in Nashville and beyond!
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100 snips
Aug 24, 2025 • 1h 3min

TIP747: John Neff: The Value Investor Who Quietly CRUSHED the S&P 500 w/ Kyle Grieve

Discover the fascinating journey of John Neff, a value investor who consistently outperformed the S&P 500 by focusing on low PE stocks and dividends. Uncover how his contrarian mindset and appreciation for 'boring' businesses led to significant wealth. Learn about the risks of investment committees and the importance of independent thought in investing. Neff's philosophy emphasizes finding hidden profits in slow growers and the overlooked opportunities in high PE stocks. His unique approach reshapes our understanding of value investing.
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119 snips
Aug 22, 2025 • 1h 11min

TIP746: ASML: Europe's Tech Monopoly

Discover the fascinating journey of ASML, a Dutch company that transformed into the globe's key player in semiconductor technology. Explore its unique monopoly on EUV lithography machines, essential for advanced chip production. Learn how strategic partnerships with giants like TSMC have shaped the industry. Delve into the geopolitical challenges that position ASML at the center of tech power struggles between the U.S. and China. Discover the company’s relentless innovation culture that makes its market dominance hard to replicate.
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102 snips
Aug 20, 2025 • 42min

BTC248: Bitcoin’s Institutional Wave w/ Willy Woo, Max Kei, Efrat Fenigson, and Preston Pysh at Baltic Honeybadger (Bitcoin Podcast)

Willy Woo, a renowned Bitcoin analyst, joins a sharp panel to dissect Bitcoin’s surge in institutional interest, sparked by BlackRock’s ETF. They debate the implications of SEC policy shifts and the risks of concentrated Coinbase custody. The conversation dives into nationalization threats and the importance of self-custody as a solution. They also explore AI's role in boosting Bitcoin education and the competitive landscape of private stablecoins versus CBDCs, highlighting the evolving dynamics of this digital asset.
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248 snips
Aug 17, 2025 • 2h 9min

RWH060: What Buffett, Munger & Bill Miller Taught Me w/ Robert Hagstrom

In this engaging conversation, Robert Hagstrom, Chief Investment Officer at Equity Compass and author of 'The Warren Buffett Way', shares invaluable investment wisdom from legends like Buffett, Munger, and Bill Miller. He discusses the strategic brilliance of focused, low-turnover portfolios and the common mistakes investors make, especially Buffett's. Robert reveals his biggest holding—Nvidia—and explains why AI struggles with market nuances. Plus, he reflects on the life lessons learned from Buffett and the unique challenges of investing in private equity.
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104 snips
Aug 15, 2025 • 1h 1min

TIP745: Best Quality Stock Idea Q3 2025 w/ Clay Finck

Discover the fascinating evolution of Amazon as it transforms from a low-margin online retailer to a high-margin tech platform. The discussion highlights how Big Tech, particularly Amazon, may be undervalued amidst rising market volatility. Explore the three megatrends that position Amazon for future growth and gain insights into its diverse business segments: Retail, AWS, Advertising, and Prime. Uncover Amazon's unique competitive advantages and culture of reinvention that fuels its ongoing success.
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82 snips
Aug 13, 2025 • 42min

BTC247: Bitcoin's evolution with Traditional Finance w/ Jon Melton (Bitcoin Podcast)

In this engaging discussion, Jon Melton shares his journey from 13 years in currency markets at Morgan Stanley to his current role at Unchained, focusing on Bitcoin-backed loans. He reveals how Wences Casares influenced his Bitcoin conviction and delves into Silvergate Bank's innovative approach to cryptocurrency banking. The conversation covers the importance of over-collateralization in Bitcoin lending, the risks of rehypothecation, and how Bitcoin loans may soon integrate with real estate. Jon explains why he remains optimistic about Bitcoin's future in finance.
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249 snips
Aug 10, 2025 • 1h 3min

TIP744: Hidden Monopolies w/ Kyle Grieve

Kyle Grieve dives into the significance of customer loyalty as a competitive edge for businesses. He outlines five types of loyalty moats and introduces the Moat Strength Index, a game-changing tool for investors. The discussion emphasizes why traditional metrics fall short and how strong customer connections can lower acquisition costs. Grieve also examines ecosystem moats and the barriers that foster customer loyalty, highlighting how these concepts can dictate long-term business success in a rapidly evolving market.

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