We Study Billionaires - The Investor’s Podcast Network

Andrew Edstrom, an expert in AI compute and Bitcoin mining, and Jesse Myers, co-founder of OnRamp, dive into the evolving political climate surrounding Bitcoin. They discuss how major parties are adjusting their stances, making "anti-Bitcoin" views politically toxic. The conversation shifts to the exciting synergies between AI training and Bitcoin mining, exploring how their integration could boost efficiency and create economic opportunities. Join them as they dissect the transformative potential of this unique intersection!

Robert Hagstrom, author of "The Warren Buffett Way," shares insights on Buffett's investment strategies. He discusses early mistakes Buffett made, like the Dexter Shoe acquisition, and how they shaped his long-term thinking. Hagstrom explains the benefits of low turnover portfolios and treating stocks as abstractions. He emphasizes the importance of focusing on certainties in investments and the evolution of Buffett's methods, which blend value investing with principles of modern portfolio theory. Their conversation highlights key characteristics behind Buffett’s enduring success.

Join John Huber, Managing Partner at Saber Capital Management, as he dives into the fundamentals of value investing. He shares insights on constructing a personal MBA, the concept of 'Base Hit Investing,' and identifies three key sources of stock returns. John critically evaluates Costco's stock, pondering whether it's in a bubble, and details the types of companies he targets for investment. With a keen eye on current market conditions, he discusses his strategy for concentrated positions and the importance of writing out investment theses for clarity.

In this engaging discussion, Luke Gromen, a macroeconomic expert, shares his insights on pivotal economic factors influencing Bitcoin. He analyzes the implications of a $1.8 trillion housing stimulus and discusses the Fed/Treasury cap on USD. Luke also addresses trends in commodities like copper and uranium, and the challenges posed by Japan's treasury market. Additionally, he highlights how macroeconomic trends could redefine Bitcoin's future, making this a must-listen for anyone interested in the evolving financial landscape.

In this engaging discussion, Christopher Tsai, President & Chief Investment Officer of Tsai Capital, shares his impressive track record of outperforming the S&P 500. He reveals why Tesla is his largest investment and explores how disruptive technologies are often underestimated by investors. Tsai reflects on the challenges of living up to his father's legacy as a pioneering fund manager, the vital habits that drive his success, and the lessons learned from mentors like Charlie Munger and Peter Kaufman. Tune in for insights on resilience, investment strategies, and personal growth!

Discover the valuable lessons from renowned investor Chris Mayer, particularly the insights shared in his book, 100 Baggers. Dive into the common traits of high-growth investments and explore the significance of long-term compounding. The dangers of blindly cloning successful strategies and the importance of investing in quality businesses are highlighted. Uncover the challenges faced by value investors and the art of acquired growth, showcasing how patience and strategic thinking can lead to substantial financial success.

Abubakar Nur Khalil, a distinguished Bitcoin Core Contributor and founder of Recursive Capital, dives into the vibrant Bitcoin landscape in Africa. He shares insights on the regulatory challenges and grassroots adoption in Nigeria, highlighting significant developments and the role of organizations like Btrust. The conversation also touches on the dynamic investment opportunities across the continent, innovative Bitcoin projects, and the potential for energy sovereignty through mining. Abubakar's expertise provides a hopeful outlook for Bitcoin's future in Africa.

Tobias Carlisle, a seasoned value investor and author, joins Hari Ramachandra to discuss promising stock picks and the current economic climate. They analyze why Burberry, despite challenges, could rebound and debate its market positioning. Hari champions ICICI Bank as a strong investment in India's growth, while Tobias pitches Playtika, outlining both its potential and pitfalls. They navigate economic uncertainties and explore the impact of innovation in the sector, offering valuable insights for investors looking to align with future trends.

In this discussion, Arvind Sanger, founder of Geosphere Capital Management, dives into the evolving landscape of the energy market. He explains the cyclical nature of energy, driven by the roles of China and India. Sanger shares insights on a balanced transition from fossil fuels to renewables and highlights essential metals necessary for sustainable energy. He expresses bullishness on uranium, explores potential breakthroughs in energy technology, and discusses AI's impact on energy demand, underscoring key investment opportunities in the sector.

Join Joe Carlasare, a cryptocurrency attorney, Jeff Ross, an investment professional, and American HODL, a Bitcoin community leader, as they dissect the latest trends in Bitcoin. They discuss why the ETH ETF won't be approved soon and the implications of Roger Ver's hefty tax dilemma. The trio dives into the effects of Bitcoin's recent halving and Japan's foreign exchange intervention strategies. Plus, they analyze market dynamics and the White House's stance on cryptocurrency regulation, offering a captivating look into the digital currency landscape.