We Study Billionaires - The Investor’s Podcast Network

Dive into intriguing discussions on historical financial crises and their relevance to today's economy. Explore the fragile confidence within debt-based systems and the various types of financial crises. Uncover how governments manage unsustainable debt through inflation and currency devaluation. Examine the lessons learned from the Great Financial Crisis and the intricate dynamics of banking crises. The podcast also analyzes the impact of Federal Reserve policies on inflation, investment, and the future of currency.

Carlos Toriello, a Guatemalan expert in election auditing and founder of Digital Witness, explores the revolutionary role of Bitcoin in ensuring electoral integrity. He discusses how the OP_Return feature enables tamper-evident documentation, enhancing trust in elections. Toriello shares insights from Guatemala's 2023 election audit and the impact of tools like OpenTimeStamps Protocol. He envisions a future with 'Immutable Democracy' and emphasizes educating youth through gamified blockchain verification. Join him in reimagining democracy through technology!

Annie Duke, a former professional poker player and author known for her insights on decision-making, shares her journey and the concept of quitting in this engaging discussion. She reveals the significance of base rates for better investment choices and how to close feedback loops in long-term investing. Duke emphasizes the role of 'kill criteria' in identifying when to exit a failing investment and advocates for using a quitting coach to challenge our cherished ideas. Dive into her unique blend of poker strategy and investment wisdom!

Joseph Shaposhnik, a seasoned Portfolio Manager at TCW, shares his high-quality investing philosophy. He discusses the importance of certainty in investing, emphasizing recurring revenue as a key criterion for evaluating business quality. Joseph critiques traditional advice on business selection, presenting his own investment approach developed under legendary mentors. He highlights his focus on growth in free cash flow and underscores the significance of management incentives in driving long-term shareholder value, using Meta as a case study to illustrate market volatility versus stability.

Max Kei, a veteran in Bitcoin risk management and founder of Hodl Hodl and Debifi, discusses the evolving landscape of Bitcoin lending and borrowing. He emphasizes the importance of peer-to-peer, fully collateralized lending and explores innovative strategies to minimize risks. Max introduces the concept of 'super collateral' and highlights how multisig security enhances safety in transactions. Additionally, he shares insights on the potential expansion of fiat loans on Debifi, paving the way for new opportunities in decentralized finance.

Lawrence Cunningham, author of "The Essays of Warren Buffett," is an expert on corporate governance and Berkshire Hathaway. He shares his deep admiration for Buffett and explains why corporate governance is essential for protecting shareholder interests. The conversation highlights the power of transparency in leadership, Buffett's strategic shareholder letters, and recommended businesses with excellent governance. Cunningham also dives into Buffett's investment philosophy, effective capital allocation, and the challenges of creating shareholder-friendly incentive programs.

Discover the genius of Benjamin Graham, the father of value investing, and his timeless principles. Explore the importance of the Margin of Safety and how it shields investors from market unpredictability. The podcast delves into strategic investing, emphasizing the need for emotional control and independent thought amidst market swings. Real-world examples from tech bubbles illustrate how disciplined investors find opportunity where others panic. Gain insights into managing risk and the wisdom behind sound investment decisions.

In this insightful discussion, Jim Crider, a traditional money manager and Bitcoiner, dives into Bitcoin's transformative role in finance. He emphasizes the often-overlooked aspects of Bitcoin that are crucial for understanding its value and discusses how it could redefine societal norms in the next two decades. Crider also shares practical financial planning strategies using Bitcoin, suitable for young families and retirees, while clarifying the distinction between speculative and investment cycles in the crypto landscape.

Explore the fascinating journey of John Malone, a titan in the cable industry who transformed shareholder value through innovative strategies. Discover how he built TCI into a monopoly-like powerhouse while keeping costs low and maximizing cash flow. Learn about his unique tactics, including the creation of a super voting class of shares and the 500-channel offering that redefined cable. Delve into Malone's disdain for taxes and his clever maneuvering with regulators, showcasing how he secured wealth for himself and his shareholders.

The hosts analyze Stig's impressive portfolio performance over the last decade, far exceeding market averages. They share insights into the lessons learned through highs and lows, including the pitfalls of investing in Alibaba. Stig discusses the complexities of private investments and how they've shaped his strategies. The conversation dives into crucial factors like entry prices, risk management, and the evolution of investment philosophies, offering valuable advice for both seasoned investors and newcomers.