We Study Billionaires - The Investor’s Podcast Network

Peter Lynch, a legendary investor known for his iconic book "One Up on Wall Street," joins the conversation to share his wisdom. He emphasizes the competitive advantage of investing in what you understand. Lynch reveals that even seasoned investors can be wrong 40% of the time and that market timing often harms returns. He discusses the significant differences between analyzing small and large businesses and cautions against blindly following stock tips, advocating for thorough research and personal conviction in investment decisions.

Dive into the art of storytelling in finance and how it shapes investment success. Discover the unseen risks that can derail even the best-laid plans. Explore why optimism can be a game-changer in a world often swayed by pessimism. Learn the critical balance of knowing when enough is enough and the essence of patience in building wealth. Understand the impact of debt and the importance of preparing for unpredictable market conditions. This discussion offers fresh insights on long-term strategies for navigating financial landscapes.

Max Kei, CEO of Debify, and Pascal Hugli from Maerske Bauman dive into the world of Bitcoin and its adoption by institutions. They discuss how Bitcoin's decentralized nature makes it ideal collateral for lending. The conversation highlights the challenges traditional finance faces in understanding Bitcoin, the importance of risk management, and the innovations transforming Bitcoin lending platforms. Max and Pascal share insights on the evolving regulatory landscape and the future potential of Bitcoin in institutional portfolios.

Jay Bowen, President & CIO of Bowen, Hanes & Company, shares his extraordinary investment journey over five decades, transforming a pension fund into a financial powerhouse. He reveals the secrets of his top-down thematic investment approach and the importance of betting on outstanding CEOs. Jay's insights on avoiding bond investments for true long-term growth and his strategies for thriving during market turbulence are particularly enlightening. Plus, he draws parallels between endurance sports and resilient investing.

Discover the secrets to stock selection with a practical investment checklist. Learn how fundamental research enhances decision-making and provides clarity in a complex market. Engage in unique strategies for generating investment ideas and understanding customer bases. Dive into the importance of evaluating management quality and company strengths. Uncover key financial metrics and risk factors that help define exceptional businesses. Prepare to transform your investing approach by mastering essential insights for identifying growth opportunities.

In this engaging discussion, Obi Nwosu, CEO of FETI, and Renata Rodrigues, Head of Community at FETI, dive into the transformative power of the Fedi app for Bitcoin payments in Africa. They unpack the concept of Fediments and the role of guardians in protecting user privacy. Renata shares her firsthand insights into Bitcoin adoption in Africa, while Obi highlights how Fedi can help unlock talent stifled by financial repression. The pair also discuss Fedi’s collaboration with Save the Children and the app's tools that enable users to earn Bitcoin effortlessly.

Delve into the intriguing world of Phil Knight and Nike, exploring the journey from startup to sports footwear giant. Discover the balance between pursuing happiness and maintaining a stable income. Uncover the significance of hustle, trust in supplier relationships, and the impact of focus on business success. Learn about the hidden downsides of issuing equity and the crucial role of cash reserves. Kyle Grieve emphasizes how innovation thrives on rivalry and the complexities of aligning incentives in fast-growing businesses.

Aswath Damodaran, a distinguished NYU professor known for his expertise in corporate finance and valuation, dives into the corporate life cycle. He highlights the need for value investors to adapt their strategies based on a company's life stage, comparing corporate evolution to human aging. Insights into Tesla's changing narrative emphasize the difference between valuation and market sentiment. Damodaran also discusses the importance of management skills evolving with the business lifecycle and encourages embracing creative destruction for long-term success.

Will Reeves, Founder and CEO of Fold, shares his journey from Bitcoin enthusiast to leading a Bitcoin payment and rewards company. He reveals how Fold transitioned from gift cards to a full financial services app. The discussion highlights Fold's IPO, their vision of becoming a Bitcoin-powered bank, and innovative offerings like credit and lending. Reeves also explores the 'flywheel effect' of Bitcoin reserves on growth and the importance of user feedback in shaping products, along with the promising future of Bitcoin in mainstream personal finance.

Guy Spier, a renowned value investor and author of "The Education of a Value Investor," shares insights from his impressive 26-year track record that outperformed the S&P 500. He discusses the delicate balance between luck and skill in investing, urging the need for honesty in evaluating performance. Spier also emphasizes the importance of risk awareness and authenticity in investment strategies. With reflections on his famous lunch with Warren Buffett, he underscores the value of genuine relationships in investing and the benefits of embracing personal challenges.