We Study Billionaires - The Investor’s Podcast Network

The Investor's Podcast Network
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135 snips
Jul 16, 2025 • 50min

BTC243: Jim Chanos Vs Pierre Rochard MSTR mNAV debate (Bitcoin Podcast)

In this engaging discussion, Jim Chanos, a legendary Wall Street short seller known for shorting Enron, goes head-to-head with Pierre Rochard, a long-time Bitcoin expert. They debate the merits and risks of Bitcoin-native corporate strategies. Chanos explains why he's bearish on BTC companies but bullish on Bitcoin, while Rochard advocates for utilizing corporate debt to acquire Bitcoin. They tackle valuation models, governance issues, and the potential systemic implications of firms holding Bitcoin on their balance sheets, all while pondering the future of Bitcoin in finance.
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184 snips
Jul 13, 2025 • 1h 12min

TIP737: Margin Of Safety by Seth Klarman w/ Kyle Grieve

Dive into the world of value investing, where principles like downside protection take center stage. Learn how to distinguish between speculation and genuine investing, while understanding the pitfalls of Wall Street's incentives. Discover the critical importance of a margin of safety in constructing a portfolio and explore strategies for recognizing undervalued businesses. The conversation also highlights why holding cash can be a tactical advantage and the essential traits of successful value investors. Buckle up for insights that prioritize long-term stability!
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175 snips
Jul 11, 2025 • 1h 5min

TIP736: How the Best Investors Execute w/ Clay Finck

Clay Finck dives into Lee Freeman-Shor's insights on investment execution versus stock picking. It reveals that even top investors are wrong over half the time but thrive by managing wins and losses effectively. The discussion includes the dangers of emotional biases, the psychology of patience, and the importance of keeping high-conviction stocks. A five-point checklist for executing strategies like the best in the business is also shared, emphasizing that successful investing relies more on execution than mere ideas.
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65 snips
Jul 9, 2025 • 55min

BTC242: Bitcoin Core Vs. Knots w/ NVK (BItcoin Podcast)

NVK, a Bitcoin expert and founder of Coinkite, shares his insights on Bitcoin's future and core development. He discusses the evolution from Satoshi's original code to Bitcoin Core and the intriguing differences with Bitcoin Knots. The conversation touches on the controversy surrounding GitHub governance and potential changes to transaction limits. NVK also highlights Nostr's revolutionary potential for decentralized identity management and AI communication, while emphasizing the importance of self-custody solutions in securing Bitcoin.
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115 snips
Jul 6, 2025 • 2h 4min

TIP735: Compounding with Character w/ Guy Spier

Guy Spier, an accomplished investor and author, dives deep into the intersection of character and investment strategy. They discuss his strategic decision to invest in The Economist, emphasizing the historical significance behind this choice. Spier shares wisdom on the nature of friendships, exploring how they can enrich our lives. The conversation highlights the importance of vulnerability and authentic connections, advocating for deep, meaningful dialogues over superficial interactions. Ultimately, they redefine success, focusing on personal fulfillment and societal contributions.
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172 snips
Jul 4, 2025 • 1h 4min

TIP734: My Investment Philosophy w/ Clay Finck

Clay shares his personal investment philosophy shaped by years of learning from the likes of Charlie Munger. He discusses the pursuit of financial independence through long-term, quality investments. The importance of patience and the concept of 'sidecar investing' are explored. Clay emphasizes focusing on exceptional businesses over cheap stocks, advocating for a simple, disciplined approach to investing. He shares insights on constructing a robust portfolio and the value of ignoring market noise for sustained success.
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163 snips
Jul 2, 2025 • 1h 21min

BTC241: Bitcoin Treasury Companies w/ James Check (Checkmate) Bitcoin Podcast

In this engaging discussion, James Check, a Bitcoin analyst known for his contrarian insights, joins the hosts to explore the shifting cryptocurrency landscape. They analyze the lessons of the 2020-2021 crypto cycle and the impact of futures and ETFs on today's market. The conversation delves into how mining subsidies shape innovation, the role of fees in preventing censorship, and the rise of Bitcoin Treasury companies, including a comparison of MicroStrategy and its competitors. Tune in for sharp insights on Bitcoin's evolving narrative and financial strategies!
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88 snips
Jun 29, 2025 • 1h 6min

TIP733: How Warren Buffett Became Warren Buffett

Discover the fascinating journey of Warren Buffett, from a young boy with a passion for numbers to a legendary investor. Learn about his early entrepreneurial spirit and the critical influences, like his father's guidance and Ben Graham's teachings, that shaped his approach. Dive into Buffett's strategic insights, including his views on concentrated investing and ownership dilution. Explore how he navigated market complexities and prioritizes business ethics, demonstrating that integrity and individuality can lead to remarkable success.
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193 snips
Jun 27, 2025 • 1h 21min

TIP732: The Mindset and Skills That Build Investing Legends w/ Ian Cassel

Ian Cassel, who manages a high-performing fund since 2019, explores the mindset of legendary investors. He delves into five essential skills that lead to stock-picking success and emphasizes the importance of radical self-honesty for improvement. Drawing parallels to Brazilian Jiu-Jitsu, he discusses the adaptability and psychological resilience needed in investing. Cassel also shares insights on distinguishing good investors from great ones, highlighting the hidden skills that provide an edge and the balance between offensive and defensive strategies in portfolio management.
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92 snips
Jun 25, 2025 • 55min

BTC240: Economic Calculation w/ Bitcoin with Joe Burnett and Chris Nicholson (Bitcoin Podcast)

In this discussion, Joe Burnett and Chris Nicholson, both analysts at Unchained, delve into Bitcoin's transformative influence on corporate treasuries and asset valuation. They explore the limitations of traditional financial models when applied to Bitcoin, advocating for new frameworks that factor in the cryptocurrency's unique volatility. The duo debates the relevance of Internal Rate of Return in a Bitcoin-centric world and shares insights from the STRIVE report, all while challenging listeners to rethink risk and investment strategies in this evolving landscape.

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