We Study Billionaires - The Investor’s Podcast Network

The Investor's Podcast Network
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99 snips
Aug 6, 2025 • 1h 9min

BTC246: The Future of Insurance using Bitcoin w/ Becca Rubenfeld & Rob Hamilton (Bitcoin Podcast)

Becca Rubenfeld and Rob Hamilton, co-founders of AnchorWatch, delve into the groundbreaking intersection of Bitcoin and insurance. They discuss how innovative custody solutions like multisig security and time-locked vaults can secure Bitcoin assets. The conversation highlights the increasing institutional interest in crypto, revealing how traditional banks are adapting. They also explore the potential for insured yield products and the transformative impact of Bitcoin on asset protection, inheritance planning, and lending strategies.
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96 snips
Aug 3, 2025 • 1h 25min

TIP742: Invest like a Business Owner w/ David Fagan

David Fagan, a seasoned entrepreneur and investor, joins to share his unique insights on the synergy between business ownership and public market investing. He discusses how business owners often excel as investors due to their firsthand experience with risks and capital allocation. Fagan highlights the importance of daily habits like exercise and reading in maintaining focus and purpose. He also delves into the implications of financial independence, addressing how it influences relationships and personal fulfillment, and offers advice on the intricacies of going into business with friends.
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59 snips
Aug 1, 2025 • 1h 14min

TIP741: The Intrinsic Value of Uber & Reddit w/ Shawn O'Malley

Shawn O'Malley, co-host of The Intrinsic Value Podcast, dives into the fascinating transformations of Reddit and Uber. He explains how Reddit evolved from an unprofitable tech IPO to a cash flow positive powerhouse while facing unique advertising challenges. O'Malley shares insights on Uber's strategic positioning in the market, including its billion-dollar advertising business and potential advantages in the shift towards autonomous vehicles. With a keen focus on intrinsic value, this chat unpacks investment opportunities that shouldn't be missed!
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83 snips
Jul 30, 2025 • 59min

BTC245: The Next Metaplanet? (Smarter Web Company) w/ Jesse Myers and Andrew Webley

Jesse Myers, an investor in the Bitcoin space with a focus on SmarterWeb's strategy, teams up with Andrew Webley, CEO of Smarter Web Company, a leading Bitcoin treasury firm in the UK. They dive into the key metric of MNAV for valuing Bitcoin treasury firms. The duo discusses Smarter Web's innovative transition amid rising UK competition and explores the benefits and risks of investing in Bitcoin treasury companies compared to direct Bitcoin investments. Their insights highlight the evolving dynamics of capital markets and financial innovation.
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333 snips
Jul 27, 2025 • 1h 7min

TIP740: The Great Mental Models Part 1

Discover the power of mental models and how they can sharpen your decision-making in life and investing. Learn about crucial concepts like first-principles thinking and second-order thinking, which help you analyze situations deeply. Explore the importance of knowing your circle of competence and using thought experiments to forecast business outcomes. Understand probabilistic thinking to navigate uncertainties and enhance your quality of thinking by focusing on simple solutions instead of complex problems.
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195 snips
Jul 25, 2025 • 1h 1min

TIP739: The Psychology Of Human Misjudgement

Dive into the world of cognitive biases with a focus on Charlie Munger's insights. Discover how incentives can compromise moral judgments and the pitfalls of emotional bias in investment decisions. Learn about the dangers of overestimating abilities and the importance of simplicity over complexity in investing. From navigating market bubbles to the influence of social proof, the conversation highlights real-world implications of psychological traps. Get equipped with strategies to enhance rational thinking and decision-making.
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127 snips
Jul 23, 2025 • 1h 22min

BTC244: Bitcoin Mastermind Discussion Q2 2025 w/ Joe Carlasare, HODL, and Jeff Ross (Bitcoin Podcast)

Joe Carlasare, a litigator specializing in Bitcoin miners, and Jeff Ross, a fund manager with deep insights into market trends, dive into the intricacies of Bitcoin's future. They tackle the effects of global liquidity on Bitcoin prices and dissect the evolving risks of Bitcoin treasury companies. The duo also discusses the implications of stablecoin regulations and their impact on digital finance. With bold predictions about Bitcoin's trajectory amidst economic shifts, they provide valuable insights for investors navigating this dynamic landscape.
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100 snips
Jul 20, 2025 • 1h 57min

RWH059: Ask Me Anything w/ William Green

William Green reveals the three best decisions he's made, highlighting the importance of marrying young and building strong relationships. He shares insights on resilience from investing legends, emphasizing perseverance as a key to success. The conversation delves into the emotional complexities of investing and personal growth, underscoring the balance between ambition and benevolence. Additionally, William discusses the art of effective interviewing and how simplicity and authenticity contribute to lasting success.
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66 snips
Jul 18, 2025 • 1h 2min

TIP738: Heico: The Quiet Aerospace Compounder

Discover the incredible journey of Heico, which transformed from a struggling parts supplier into a $38 billion aerospace leader. The Mendelson family's strategic capital allocation and regulatory mastery created a powerful competitive edge. Heico's unique acquisition playbook mirrors Berkshire Hathaway's approach, emphasizing long-term value. Explore how their customer loyalty strategy fosters predictable revenue streams, while economic downturns actually benefit their business model. This episode is packed with insights for investors and entrepreneurs on building a resilient, durable business.
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135 snips
Jul 16, 2025 • 50min

BTC243: Jim Chanos Vs Pierre Rochard MSTR mNAV debate (Bitcoin Podcast)

In this engaging discussion, Jim Chanos, a legendary Wall Street short seller known for shorting Enron, goes head-to-head with Pierre Rochard, a long-time Bitcoin expert. They debate the merits and risks of Bitcoin-native corporate strategies. Chanos explains why he's bearish on BTC companies but bullish on Bitcoin, while Rochard advocates for utilizing corporate debt to acquire Bitcoin. They tackle valuation models, governance issues, and the potential systemic implications of firms holding Bitcoin on their balance sheets, all while pondering the future of Bitcoin in finance.

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