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We Study Billionaires - The Investor’s Podcast Network

Latest episodes

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Mar 3, 2024 • 56min

TIP612: Investing In Fear: Profiting From Maximum Pessimism w/ Lauren Templeton

Learn how Lauren Templeton shares investing lessons from Sir John Templeton, the importance of discipline in daily life, utilizing multiple evaluation tools for investments, and sectors facing maximal pessimism for potential growth opportunities.
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Mar 1, 2024 • 1h

TIP611: The Bear Case for China w/ Kyle Bass

Exploring the bear case for China with Kyle Bass, discussing potential invasion of Taiwan, data restrictions, military actions, and impact on global markets. Insights on Chinese real estate crisis, US sanctions, and Fed's disconnect with reality. Kyle's investor positioning and analysis of Chinese market turmoil.
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Feb 28, 2024 • 53min

BTC171: Bitcoin Tech Update with Alex Leishman (Bitcoin Podcast)

Explore Bitcoin's ecosystem with topics including Argentina's economy, Bitwise custody, Lightning Network scalability, Ordinals for decentralized identity, equity tokenization, BitVM efficiency, ETF challenges, custody improvements, and institutional dynamics. Dive into unconventional financial strategies in Argentina, fiat transactions on Lightning Network, Taproot assets, Tether's role, ETF influence on Bitcoin, custody changes, and challenges faced by Bitcoin core developers.
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Feb 25, 2024 • 1h 27min

TIP610: Mastermind Q1, 2024 w/ Tobias Carlisle and Hari Ramachandra

Topics include bullish outlook on Spotify, Disney's volatility, and value stock pick Mueller Industries. Discussion on competition, valuation, debt levels, and stock pitches for each. Analysis of Disney's challenges, investment potential of Spotify, and strategic investments at Mueller Industries.
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Feb 23, 2024 • 1h 1min

TIP609: Fooled by Randomness by Nassim Taleb

Explore the role of luck in investing, cognitive biases, skepticism, and humility. Learn about alternative histories, emotional decision-making, and chaos theory. Understand Taleb's asymmetric investment strategy and the importance of a good process over a good outcome.
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Feb 21, 2024 • 1h 17min

BTC170: Bitcoin's Hardware Future w/ Bob Burnett (Bitcoin Podcast)

From tech executive to Bitcoin mining, Bob Burnett discusses sustainability, regulatory challenges, and blockchain's impact. Learn about adaptive strategies, future trends, and leadership lessons in the evolving Bitcoin landscape.
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Feb 18, 2024 • 1h 55min

RWH041: Ignore the Crowd w/ Super-investor Bruce Berkowitz

Bruce Berkowitz shares insights on his investment strategy, cash as 'financial valium,' bets on one stock, long-term trends in energy sector, and past failures with Sears & banking stocks. He emphasizes the importance of family, cash flow, and aligning investments with long-term trends.
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Feb 16, 2024 • 1h 3min

TIP608: Long-Term Compounding w/ Chris Mayer

Chris Mayer, author of 100 Baggers, discusses long-term compounding and his holdings, including Constellation Software. He explores the competitive landscape, potential drawbacks, and spinoffs of Constellation Software. Mayer shares thoughts on valuation and investing in spinoffs like Topicus & Lumine. They also discuss the private equity market in Europe and the unique approach of Luma's acquisitions.
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Feb 14, 2024 • 56min

BTC169: Bitcoin Changing Africa's Energy and Finance Incentives w/ Alex Gladstein (Bitcoin Podcast)

Alex Gladstein discusses Bitcoin's impact on Africa, leveraging natural resources for mining to provide electricity and financial stability. Highlighting cases in Malawi and Kenya, he shows how Bitcoin offers a stable currency and supports renewable energy, transforming economic landscapes and promoting sustainable development.
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Feb 11, 2024 • 52min

TIP607: Small But Mighty: Uncovering Smallcap Value w/ Paul Andreola

Paul Andreola, a highly successful microcap investor, discusses evaluating smallcap stocks, focusing on profitable growing businesses, using the PEG ratio to find undervalued growth stocks, understanding the capital raising process, and the importance of value investing in the long term.

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