We Study Billionaires - The Investor’s Podcast Network cover image

We Study Billionaires - The Investor’s Podcast Network

Latest episodes

undefined
84 snips
Oct 2, 2024 • 1h 20min

BTC202: Bitcoin Mastermind 3rd Quarter 2024 w Joe Carlasare, Jeff Ross, and America Hodl (Bitcoin Podcast)

Join Bitcoin experts Joe Carlasare, a derivatives and options specialist, Jeff Ross, a macro-focused fund manager, and America Hodl, a Bitcoin commentator, as they delve into Bitcoin's ever-changing landscape. They tackle the implications of regulatory news like SAB 121, the entrance of BNY Mellon into crypto custody, and BlackRock’s new demands for Coinbase. Insights into institutional adoption, the shifting dynamics of Bitcoin ETFs, and predictions for Bitcoin’s future price trends make for a riveting discussion about the digital currency's path forward.
undefined
138 snips
Sep 29, 2024 • 1h 2min

TIP664: The Nomad Investment Partnership Way: Quality In Business and Beyond w/ Kyle Grieve

Explore the unique investment philosophy of the Nomad Investment Partnership, emphasizing a patient approach to capital allocation. Learn how they navigate commitment bias and the benefits of focusing on quality over quantity. Discover the power of businesses that share profits with customers and how this model fosters extraordinary returns, as seen with giants like Costco and Amazon. Gain insight into risk management through the 'cone of uncertainty' and the potential hidden opportunities in your portfolio.
undefined
12 snips
Sep 27, 2024 • 1h 7min

TIP663: The Truth About Private Equity w/ Ted Seides

Ted Seides, former president of Protege Partners and author of "Private Equity Deals," dives into the explosive growth of private equity, now a $6 trillion powerhouse. He discusses why it has outperformed public equities and the shifting perceptions about its impact on jobs. Ted highlights strategic decisions in notable deals like Apollo's acquisition of Yahoo and KPS's revival of TaylorMade. He also explores how interest rate hikes are reshaping the landscape and who should consider adding private equity to their portfolios.
undefined
15 snips
Sep 25, 2024 • 1h 16min

BTC201: eCash on Bitcoin & Nostr w/ Calle from Cashu (Bitcoin Podcast)

Calle, the creator of the Cashu Protocol, enhances the Bitcoin Lightning Network by prioritizing privacy for micropayments. He discusses the balance between security and usability in custodial versus non-custodial solutions. Calle dives into the scalability of micropayments and Cashu's pivotal role in driving user adoption. The conversation also touches on the significance of Nostr in decentralizing communication, emphasizing innovative solutions to promote online privacy and the future of financial technologies.
undefined
51 snips
Sep 22, 2024 • 1h 18min

TIP662: Building Buffett: The Foundation Of Success w/ Kyle Grieve

Kyle Grieve dives into the fascinating world of Warren Buffett’s investment strategies, emphasizing the magic of compounding and the importance of avoiding frictional costs. He explains how small fees can erode investment returns over time and reveals the fundamental principles that guide Buffett's success. The discussion highlights contrarianism as a valuable trait and explores the unique structures of Buffett's investment partnerships. Listeners learn how disciplined investing and a focus on ethics are crucial for long-term growth.
undefined
8 snips
Sep 20, 2024 • 1h 16min

TIP661: Lessons from Bear Markets w/ Richard Lawrence

Richard Lawrence, Founder and Executive Chairman of Overlook Investments, shares his 30 years of investment wisdom from Asia. He highlights the transformative 1980s and lessons learned from the Asian financial crisis. Lawrence discusses simplifying investments and his preference for dividends over buybacks. He reveals strategic insights into Taiwan Semiconductor and why he believes in betting big on China despite macroeconomic challenges. The conversation emphasizes understanding market vulnerabilities and managing investor expectations.
undefined
14 snips
Sep 18, 2024 • 1h 11min

BTC200: Base Fiat Money and Bitcoin w/ Matthew Mežinskis (Bitcoin Podcast)

Matthew Mežinskis, a seasoned expert in base money trends and Bitcoin, shares his six years of research on the interplay of inflation and deflation. He discusses why central banks are under more scrutiny than ever and draws historical parallels to Kublai Khan. Mežinskis argues that CBDCs are mere imitations of Bitcoin's success and highlights Bitcoin's impressive growth relative to traditional assets. He also examines how population growth influences monetary trends and what Bitcoin adoption could mean for the global economy.
undefined
Sep 15, 2024 • 1h 34min

TIP660: Mastermind Q3, 2024 w/ Stig Brodersen, Tobias Carlisle and Hari Ramachandra

Tobias Carlisle, a value investor and host of The Acquirers Podcast, and Hari Ramachandra, a savvy investor and blogger, dive into intriguing stock picks. Tobias shares his insights on investing in Virtu Financial, discussing its market resilience. Hari pitches Nintendo, highlighting its strategic place in the gaming console cycle. They also debate potential risks and rewards related to their choices, including the impact of market perceptions. The discussion blends analysis with humor, making investing feel accessible and engaging!
undefined
39 snips
Sep 13, 2024 • 1h 42min

TIP659: Hermès Stock Deep Dive w/ Shree Viswanathan

Shree Viswanathan, founder and portfolio manager of SVN Capital, dives into the world of Hermès, known for its luxury craftsmanship. He highlights Hermès' long-term business strategy, impressive consistent growth since its IPO, and the challenges it faces, including a takeover attempt by LVMH. Shree details the brand's strong moat and unique capital allocation approach, while discussing growth opportunities in the luxury sector. He also shares his insights on valuation metrics and the risks that investors should keep an eye on.
undefined
16 snips
Sep 11, 2024 • 1h 4min

BTC199: Bitcoin's Collateral in Real Estate w/ Leon Wankum (Bitcoin Podcast)

Leon Wankum, a major investor and developer, shares his insights into the intersection of Bitcoin and real estate. He discusses how rising inflation is reshaping the real estate landscape, particularly in city centers, and the markdown of commercial properties. Wankum dives into Bitcoin's potential as collateral for real estate loans, serving as a hedge against inflation. He also explores how Bitcoin-backed loans differ from traditional financing, offering efficiency and lower interest rates, ultimately transforming investment strategies in a fluctuating economic environment.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app